2014 Winter - NAVUG Magazine

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FOCUSING ON CHANGE DIVING INTO PROCEDURES AND PROTOCOLS CELEBRATING NAVUG FORUM

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"9 t (1 t 4- t /"7

contents winter 2014 | www.NAVUG.com

7).4%2 s 777 .!65' #/-

FOCUSING ON CHANGE DIVING INTO PROCEDURES AND PROTOCOLS CELEBRATING NAVUG FORUM

Advertiser Index ABC Computers, Inc. . . . . . . . . . . . . . . . . . . . . 9 Altec . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24 Beck Consulting. . . . . . . . . . . . . . . . . . . . . . . 29 Equisys, Inc. . . . . . . . . . . . . . . . . . . . . . . . . . . 36 Lanham Associates . . . . . . . . . . . . . . . . . . . . 31 MetaViewer from MetaďŹ le . . . . . . . . . . . . . . . . 2 Microsoft Convergence 2014 . . . . . . . . . . . . . 6 TARGIT . . . . . . . . . . . . . . . . . . . . . . . . . . . .26-27

In Every Issue 4 5 6 19 25 35 37 38 39

From the Director Welcome to Our New Members Events Word Find Name That Photo Contest Volunteer of the Quarter Academy Corner Find the Logo Contest The NAV List, from The Partner Channel

Features 7

On Topic with NAVUG Members

8

User Member Showcase Group O, Inc.

10

Exploring the Three Ps – Procedures, Protocols, and Processes

12

What’s in a Name?

Forum to Summit in 2014

14

Member in Action Elf on the Shelf

16 18 20

Introducing NAVUG Collaborate

22

Industry Showcase Wholesale/Distribution

28

Tips & Tricks Five Tips for Classic and Role-tailored Client Users

32 34

Celebrating NAVUG Forum 2013

Top Collaborate Discussions Microsoft Member Showcase Brett Johnson

ISV Partner Member Showcase Fastpath, Inc.

Winter 2014 | 3

G N G UG VU AV NA N G UG V U AV NAV N G N UG VU AV NA N G U A G U VU A U N A V G N G VU AV NA G N UG VU AV NA N G G UG VU AV NA G N UG VU AV N G U AV N U N A V G G U AV NA N G UG VU AV NA N G N UG VU AV NA N G UG VU AV A N G U V A N G U N A G U VU AV NA G N G VU V A N G G U VU AV NA G N UG VU N A G U VU AV NA N G U V A N G G U V A N G UG VU AV NA N G UG V U AV NAV N G N UG VU AV NA N G U A G U V A AV NA G N UG VU AV NA N G UG U VU AV NA G N UG VU AV NA N G G U V AV N G N UG VU AV NA N G UG U AV AV N G N UG VU AV NA U G A G U V N A N G UG VU AV NA N G U G VU AVU NAV NA G N UG VU AV NA N G G U V A N G UG V U AVU NAV NA G N UG VU AV NA N G G U VU AV NA G N UG VU AV N VU A N A G N G U V A N G G VU V A N G UG VU AV N AV NA G N UG VU AV NA N G UG U VU AV NA G N UG VU AV NA N G U V N G AV N G N UG VU AV NA N G UG U AV AV N G N UG VU AV NA U G A G U V N

letter

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

Going to the Next Level...

Sherry Linares

don’t know about you, but I am still on an adrenaline rush from NAVUG™ Forum 2013! You might not know this, but I experienced Forum for the very first time this year. To see it all come to life was amazing! I enjoyed meeting everyone and seeing and hearing great ideas and solutions among Users. One of my favorite moments was hearing a User say he just sat in on a session and learned a new trick; he walked out of the class and implemented it immediately. He said that that one tip more than paid for his entire trip to Forum. This is just one of the many stories I heard at Forum that I just had to share it with you.

As we say adios (I was just at EMEA Barcelona, and I am still attempting to speak Spanish) to 2013, we look toward 2014. Before turning the calendar, I want to reflect on some of the big moments of 2013.

Sherry’s NAVUG 2013 Top 10 10. “Ciao Rome, Italy!” We take NAVUG across the pond and have our very first User meeting in EMEA. 9. At Convergence in New Orleans we signed up 24 Premium NAVUG Members.

8. In April we said goodbye to Trish Boccuti and thanked her for a job well done. I’ve been filling those big shoes ever since.

7. In June, NAVUG Collaborate launches to rave reviews. To date we have more than 5,400 Members and 650 discussions.

6. It’s time for Forum 2013, and we travel to Tampa, Florida for our biggest Forum yet!

More than 386 attendees enjoy the sun and the sand.

5. We said “Hola” to Barcelona, Spain when NAVUG participates in Convergence EMEA. More than 400 attendees join in NAVUG sessions.

4. Change is good. We announced that we are officially changing the name “NAVUG Forum” to “NAVUG Summit” beginning in 2014.

3. Meet me in St. Louis, Missouri in October for NAVUG Summit 2014!

2. We welcomed Marc Allman as our new board president.

1. We had more than 95 webinars and 35 Academy classes this year!

These are just a few 2013 NAVUG highlights. Thanks to all of you, Partners, Users, and Microsoft for the terrific support. It’s because of you that we had such a great year. I raise my glass to all of you to a wonderful 2014!

I

Sherry Linares NAVUG Program Director

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G UG VU AV NA N G U V A N G U V A N G U G VU U AV NAV N G N UG VU AV NA N G U A G U V A N G UG VU AV NA N G UG V VU AV NA N G U V A N N V G U U N A V G G U AV A AV N G N UG VU AV NA N G UG U AV AV N G N UG VU AV NA N N G N UG U AV A N G UG VU AV A N G U V A N G U V A N G UG VU AV NA N G UG VU AV NA N G UG VU AV N U N A V N G G UG AVU AV NA G N UG VU AV NA N G U V A N G UG V U AV NAV N G N UG VU AV NA N G U A G U VU A G N G U V A N VU AV NA G N UG VU AV NA N G G UG VU AV NA G N UG VU AV N AV N G U V A N G UG U AV NA N G UG VU AV NA N G N UG VU AV NA N G UG VU A G U V A N G G VU AVU NAV NA G N UG VU AV NA N G G U VU AV NA G N UG VU N A G U VU AV NA N G U V A N G G U V A N G UG VU AV NA N G UG V U AV NAV N G N UG VU AV NA N G U A G U V A AV NA G N UG VU AV NA N G UG U VU AV NA G N UG VU AV NA N G G U V AV N G N UG VU AV NA N G UG U AV AV N G N UG VU AV NA N G N UG U AV A N G UG VU A G U V A N G G VU AVU NAV NA G N UG VU AV NA N G G U VU AV NA G N UG VU N A G U VU AV NA N G U V A N G G U V A N G UG VU AV VU NA NA G N UG VU AV NA N G G VU VU AV NA G N UG VU AV NA AV NA G N G U V A N G UG U V A N G UG VU AV NA N N G UG VU AV NA N G UG VU AV N G U V A N G U AV NA N G UG VU AV NA N G N UG VU AV NA N G UG VU AV A N G U V A N U N G U VU AV NA G N G VU AV A N G G U V A N G UG V U AVU NAV NA G N UG VU AV NA N G V A N G UG VU AV U G VU NA NA G N UG VU AV NA N G V G U V A N G UG VU AV N AV NA G N UG VU AV NA N G UG U VU AV NA G N UG VU AV NA N G U V N G AV N G N UG VU AV NA N G UG G UG AVU AV NA G N UG VU AV NA G U V N AV NA G N UG VU AV NA N G U G U V A N

members welcome to our new members

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

Premium Members Added Last Quarter BBS 1 Northeim Behavioral Health Resources Bi-Petro, Inc. California Dairies, Inc. Celartem, Inc. dba Extensis Chicago Powdered Metal Products Corvinus University of Budapest Dahlberg Management AB Dismas Charities, Inc. Dynamics User Group

Education Management Systems Farmers Union Industries, LLC H&N Group, Inc. Hochschule der Medien Hochschule Niederrhein Landshire Inc. Macho Products, Inc. MatchWare Pathways Management Group Rigid Industries Tifosi Optics, Inc Trussway Manufacturing

Premium Partner Members Added Last Quarter Adaptive Business Solutions

Dynamicweb North America, Inc.

Adra Match

ORTEMS

ULTIMED INCORPORATED

UltiMed, Inc. This quarter we’re featuring UltiMed, Inc., sharing a little about who they are and what they do.

UltiMed, Inc. is a medical device manufacturer headquartered in St. Paul, Minnesota with manufacturing facilities in DeSmet, South Dakota. The company manufactures premium quality injection devices and related medical products with a focus on serving people and pets with diabetes.

“I love being able to post questions online and find out what others have done to make Microsoft Dynamics NAV work for them,” says Stacy Anderson, staff accountant at UltiMed. “I feel like I could learn something new about Microsoft Dynamics every day.”

NAVUG is the place where Users can do just that – learn something new every day! Welcome, Stacy and UltiMed! If you, too, want to explore the benefits of NAVUG Premium membership and take advantage of membership opportunities, simply visit www. NAVUG.com > Join NAVUG. Our Premium Members are the lifeblood of our organization and enable us to continue to provide valuable networking, educational events, and solution-specific programming.

NAVUG

Advanced Business Systems

Winter 2014 | 5

VU AV NA G N UG VU AV A N G G U V A N G UG VU AV NA N G UG VU AV N N G UG VU AV NA N A U N A V G G U V A N G UG VU AV NA N G UG V U AV NAV N G N UG VU AV NA N G U A G U VU A U N V A G N G VU AV NA G N UG VU AV NA N G G UG VU AV NA G N UG VU AV N AV N U V A N G UG G U AV NA N G UG VU AV NA N G N UG VU AV NA N G UG VU A G U V A N G G VU AVU NAV NA G N UG VU AV NA N G G U VU AV NA G N UG VU N A G U VU AV NA N G U V A N G G U V A N G UG VU AV NA N G UG V U AV NAV N G N UG VU AV NA N G U AV A N G U V A U G AV NA N G U V A N G UG U VU AV NA G N UG VU AV NA N G G U V AV N G N UG VU AV NA N G UG U AV AV N G N UG VU AV NA U G A G U V N A N G UG VU AV NA N G UG G VU AVU NAV NA G N UG VU AV NA N G G U V A N G U G VU U AVU NAV NA G N UG VU AV NA N G G U VU AV NA G N UG VU AV N VU A N A G N G U V A N G G VU V A N G UG VU AV NA AV NA G N UG VU AV NA N G UG U VU AV NA G N UG VU AV NA N G U V N G AV N G N UG VU AV NA N G UG U AV AV N G N UG VU AV NA U G A G U V N A N G UG VU AV NA N G U G VU AVU NAV NA G N UG VU AV NA G U V N G A N G UG VU AV NA N G

events sessions meetings courses

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

Microsoft Dynamics Convergence 2014

The Partner Connections Event

MARCH 4-7 | ATLANTA, GEORGIA www.microsoft.com/dynamics/convergence/atlanta14

OCTOBER 12-14 | ST. LOUIS, MISSOURI www.thepartnerconnectionsevent.com

NAVUG Summit 2014 WEEK OF OCTOBER 12-17 | ST. LOUIS, MISSOURI www.NAVUGsummit.com

12,000 Microsoft Dynamics community members can’t be wrong.

The premier Microsoft Dynamics event is happening in Atlanta, GA, March 4–7, 2014.

Here are just a few things you can look forward to: Learn.

See how you can make your life easier when you get back to work.

Connect.

Find out how others successfully use Microsoft Dynamics.

Expand.

Visit the Expo Hall and see how the latest innovations bring new value to Microsoft Dynamics.

Discover.

Watch Microsoft experts demo the new releases and talk about the product roadmaps.

Envision.

Hear where Microsoft executives and analysts think the industry is going.

Enjoy.

Hang out with new friends at evening events and listen to a GRAMMYwinning band at the Closing Celebration.

March 4–7, 2014 / Atlanta, GA

6 | NAVUG Magazine

Register today and start planning your trip to Atlanta! To find out more or to register online, visit: www.microsoft.com/convergence

1 | Bob Bergman ArcherPoint Bbergman@archerpoint.com As the NAVUG community continues to grow, I expect to see more Microsoft Dynamics NAV Users joining NAVUG as well as a higher rate of participation amongst Members. In particular, I expect to see more Users presenting at NAVUG Summit 2014 than we have seen in the past; this was clearly evident at the NAVUG Forum in Tampa. I also see the use of NAVUG Collaborate exploding as NAVUG Members see how quickly their questions are answered. We at ArcherPoint actively promote NAVUG membership and participation because it allows Microsoft Dynamics NAV Users to communicate and share ideas with other Microsoft Dynamics NAV Users. See you in St. Louis next October!

1

2

2 | Lewis Rosenberg

3

topic on

...with NAVUG Members This quarter we asked a few NAVUG™ Members about what kind of change we’ll see in 2014.

Here are their answers.

Mars Fishcare Lrosenberg@aquariumpharm.com I see lots of continued growth for NAVUG in 2014, and the future is GLOBAL. The world continues to get “smaller” as businesses increase their global reach. Video conferencing and Skype and so on are becoming the norm as businesses such as ours are growing globally and communicating across the world without adding significant travel and communication expenses.

The use of Microsoft Dynamics NAV is spreading across the globe, within the Mars organization, and within other organizations, too. NAVUG will likely spread globally as well to support the international Microsoft Dynamics NAV community.

3 | Meenakshi Singh Home Market Foods, Inc. Msingh@homemarketfoods.com More information on newly introduced features and the reasoning behind the changes.

Sometimes it’s much easier to understand the functionality if we know the trigger point for it.

NAVUG

Winter 2014 | 7

N G U V A N U AV NAV N G N UG VU A G U A G AV NA G N UG VU AV NA N U VU AV NA G N UG VU G G AV N G N UG VU AV NA U AV AV N G N UG VU U G A N A N G UG VU AV NA G VU AVU NAV NA G N UG VU N G G U V A N U AVU NAV NA G N UG VU AV G V A N G U G VU NA N G N UG VU AV NA G VU AVU A NA G N UG AV NA G N G VU V A N U V A N G U G VU N G UG VU AV NA N G AV N G U V A U AV NA N G UG VU N G N UG VU AV NA N A G U V A G VU AVU NAV NA G N UG V N G G U VU A N A N A N U VU AV A G N G VU G N G V

user member showcase

Sparked to Do Something, Ready to Learn COMPANY Group O, Inc. HEADQUARTERS Milan, Illinois INTERVIEWEE Troy Harkness EMAIL Troy.harkness@GroupO.com WEBSITE www.groupo.com ESTABLISHED 1975 NUMBER OF EMPLOYEES 1,500 MICROSOFT DYNAMICS NAV USER SINCE 2008 NUMBER OF USERS 900 NAVUG™ MEMBER SINCE 2009

8 | NAVUG Magazine

T

roy Harkness is a classically trained artist who loves computers and who, by nature, is a questioner. “Whenever I think I have answers, I realize there is so much more that I don’t know, so I start digging,” he says. At Group O, where he works as an integrated purchasing solution supervisor for the company’s Caterpillar line of business, Troy’s digging is done within Microsoft Dynamics NAV. “It’s a gigantically huge pile of data, but once you start learning, there is no end to what you can do.”

Troy’s dig at Group O began in July 2010. From locations across the U.S., Group O, often described as the biggest little company nobody’s heard of, provides a portfolio of global brands that includes Best Buy, Samsung, and Caterpillar, with services ranging from developing websites and portals to testing cell phones and other electronics. Troy works with 650 suppliers that provide parts and kits for Caterpillar. “Caterpillar lets me know what they need, and I then purchase it from a supplier and have it shipped,” he says. “It’s all managed in Microsoft Dynamics NAV.” To prevent mix-ups, each Group O client has its own space within the solution, with the number of parts for Caterpillar alone approaching 6,000. There are more than 10,000 parts for kits, which provide everything but the tools needed to perform a specific task. Kits vary in size, with some requiring more than 800 parts and a shipping crate as big as a typical office desk.

Troy says that setting the system up was – and continues to be – complicated. “There is so much we have to think about, such as how much packaging is needed for safe shipping and how long it will take us to get the components here, build the kit, and then ship,” he says. But that’s where Microsoft Dynamics NAV comes into play. “Purchasing, scheduling, pre- and postproduction, shipping, and receiving – all touch something in Microsoft Dynamics NAV,” Troy says. “Suppliers can work in the portal we’ve set up. Once we accept what they’ve done, it integrates into Microsoft Dynamics NAV, so we’re not compromising security.”

One of the chief benefits of the portal goes beyond the walls of Group O. “Microsoft Dynamics NAV is the brain, the portal is the hand, and it’s through the portal that we push the best of the solution,” he says. “Because we’re a technology bridge for some of the suppliers, we can help mom-and-pop shops go paperless in their work with Caterpillar – all because of how Microsoft Dynamics NAV works.”

Troy’s favorite thing about Microsoft Dynamics NAV is its flexibility. “Even though we all use the same data, we look at it differently,” he says.

“Accounting looks at numbers, shipping looks at dates. We’re touching the same things but in different ways. With Microsoft Dynamics NAV, it’s based on roles, and there’s no loss in continuity.”

Troy says he also values the ability to bring in

Partners to customize, citing the portal, which went live in January 2010, as an example.

With a seemingly endless passion for discovery, it’s not surprising that Troy is a strong proponent of NAVUG. He went to Summit 2012 in Seattle, from which he returned, he says, “like a 12-yearold who just came back from his first trip to the hobby shop.” In 2013, he and eight others from Group O travelled to Florida for Summit. “Both years I’ve rediscovered what a great tool Microsoft Dynamics NAV is as long as you’re asking the right questions,” he reports.

“Each year I’ve come back sparked to do something.”

The “spark” from Summit in Tampa embodies the hands-on, never-stop approach Troy takes to learning about everything. “We have almost 900 people indirectly using the system with 190 licensed Users here, so the eight we sent to Summit doesn’t even represent one percent,” he says. “So we’re going to start our own NAVUG chapter for Group O employees.”

Troy has a one-word explanation of the vision behind the User group they are creating. Not surprisingly, that word is excitement. “One or two people will pick out a topic and present a workshop,” he says. He hopes that one of the key elements of the workshops is what’s not on the agenda. “I learn almost as much from people I’m sitting next to as the presenter,” he says. “All it takes is for one participant to stand up and ask if anyone knows how to do a particular thing, and that gets the conversation rolling. It doesn’t matter if it’s parallel parking or a template in Item Cards: Someone asks a question, and if the facilitator allows the floor to open, the learning starts. That’s how I want our meetings to be.”

NAVUG Winter 2014 | 9

PROCEDURES PROTOCOLS PROCESSES

EXPLORING

the Three Ps STEVEN CHINSKY

JASON CHANCE

T

hose three words – procedures, protocols, and processes – can be polarizing. You either love them or you hate them. Let’s build on that love, shall we? NAVUG™ sat down with NAVUG Members Steven Chinsky, program/project manager of finance for Quidsi, and Jason Chance, senior programmer analyst for Seventh Generation, to learn more about why procedures, protocols, and processes are so important in their organizations, gather advice for fellow Users looking to sharpen up in this department, and hear how Microsoft Dynamics NAV and NAVUG can help.

Dotting the “I”s and Crossing the “T”s Having “the three Ps” in place helps your organization with its compliance and audibility. Big things – especially if you’ve ever been across the table from an auditor who’s looking at your paper trail.

10 | NAVUG Magazine

“They’re not the most fun thing, but policies help to make sure the org and everybody in it are using the same rules and regulations so everybody dots “I”s and crosses “T”s the same way,” says Steven.

“Putting aside the fact that a lot of policies and procedures fall back on finance, without them everybody could be going all over the place, and the next thing you know you’d have a nightmare on your hands.”

Doing things in the same way each time is also important because it gives a management team the confidence to know their organization is running as one cohesive unit, rather than in silos.

“Building consistency allows for repeatability,” says Jason. “One thing we do over and over again at Seventh Generation is introduce new products. Having a consistent process eliminates the need for exceptions, which results in two things: you get good at your process, and you start to realize how difficult exceptions can be.”

“A clearly documented process also helps train new employees,” continues Jason. “It’s very easy to get people to understand what they need to do if you have it outlined and then follow that outline.”

Getting the Three Ps in Place “The first thing is to record transactions in a systematic way,” says Jason. “We recently acquired a company that was a small startup running on MacBook programs and QuickBooks. After six months, we’ve just started to untangle the knot of that acquisition.”

“You’re never too small to use a database to capture transactions,” continues Jason. “Start simple, looking at a core value chain from new product conception to accounts receivable, and map that out in as much detail as you can to see where your core processes are.”

Part of starting small is figuring out what your team, department, or whole organization can realistically tackle, as well as evaluating which areas of your business have the highest exposure for your organization in general.

“Tackle the ones that have the biggest effect on the organization first,” says Steven. “Bring all the team members together – not just the managers and VPs – as you can’t roll out a plan to a group of people and have them look at you like deer in the headlights.”

Bringing everybody together may seem daunting, but once you figure out the right process from procedure, compliancy, and audibility standpoints, then the team can come together and build the policy.

“This format went over well at our organization because people had ownership, from execs to those in the trenches,” says Steven.

“When you have buy-in across the board it’s so much easier to roll out and train people. Never lose sight of the fact that you need all the people in there.”

Utilizing Microsoft Dynamics NAV as a Resource Harkening back to the transactional database, Microsoft Dynamics NAV is the perfect tool to help standardize processes as information flows in and out.

“We outsource a lot of things like manufacturing, warehouses, and distribution,” says Jason. “All of our warehouse communication is done with EDI, and the consistency we have with our warehouses and customers wouldn’t be possible without Microsoft Dynamics NAV.” Seventh Generation also captures a lot of data in its procurement and purchasing functions in order to build meaningful profit and loss statements, enforcing rules and conditions so that information is entered completely the first time around, reducing margin for error and disparate data.

Quidsi employs similar measures, using Microsoft Dynamics NAV heavily when it comes to checks and balances in procurement.

“All of our merchandise goes through an external system that flows back into Microsoft Dynamics NAV for final approval with a three-way match. If the match isn’t successful, it’ll never get through Microsoft Dynamics NAV to get paid,” says Steven. “Even though this and other policies are automated, we have the process documented so that people can go in and see what they need to do and how it’s done. The more streamlined I can make our Microsoft Dynamics NAV database, the better my Users will be.”

Steven and Jason have also found value from talking with other Users and attending NAVUG webinars.

“I attend pretty much every finance session I can, and I love listening to other people and how they deal with compliance, customizations, and new products,” says Steven. “I love the networking; I feel it’s the only way we’re going to grow Microsoft Dynamics NAV.” “In each session, the speaker or an attendee is talking about a new way of doing something that you might never have thought of,” says Jason. “It can also be an affirmation that you’re using Microsoft Dynamics NAV the best way your organization can, which gives a boost of confidence.”

Focusing on Future Innovation Innovation never stops. As the three Ps are defined, organizations can take the next step and automate those processes as workflows within Microsoft Dynamics NAV. And that’s only the beginning.

Steven sees workflow processes as a valuable area for more ISV addon solutions.

“Our next project is a vendor portal with AP automation. There is so much benefit to this from human and business process standpoints,” says Steven. “At our organization, there can be as many as five people doing the work of entering POs before they even post to Microsoft Dynamics NAV. I would hope that ISVs are looking at how they can augment the procedures that are needed, whether it’s a workflow or the tracking process.”

Jason shares that while his organization is still on the classic client, the role-tailored client will be nice to adopt as the cash flow management features in Microsoft Dynamics NAV 2013 would be a huge value add to the organization’s procurement process.

Figuring out your Plan You don’t have to go it alone, which is something that is a tenant of the NAVUG community. In addition to attending events and networking with peers, Steven and Jason recommend a few external sources that can help you in figuring out your three Ps. » Talk with your organization’s accountant and get him/her involved in your planning process. » Visit with friends and associates outside of your organization who have gone through similar procedures. » Check out process mapping resources to get a feel of where to start and what to include. » Spend time with organizations such as APICS, AICPA, and IMA, all of which have policy and procedure information in place…because that’s what they do.

“Microsoft Dynamics NAV 2013 is going to open up an endless environment of attacking something that was very manual in the past,” says Steven. “When the three Ps are in place, give yourself some room to make the process more streamlined using the solution that is designed to help you do just that.”

NAVUG Winter 2014 | 11

12 | NAVUG Magazine

Name?

WHAT’S IN A

story by Marc Allman

I

f you missed NAVUG™ Forum 2013 this year in Tampa, you missed the last Forum ever. But more on that in a minute. You also missed the best Forum ever. Here are some of my highlights: » Your NAVUG community put on more than 130 breakout sessions across 11 tracks. » We had a new track that featured leadership-oriented content, and one of the sessions attracted more than 70 people! » We had a new track for international deployments as well, so those dealing with global installations could share their challenges and solutions. » We had two, hour-long deep dive sessions that allowed us to really get into some serious detail and learning with recognized experts. » We had a Buddy Program that “buddied up” first-time Forum attendees with an experienced conference-goer to help them navigate the many session choices and meet more Microsoft Dynamics NAV Users. » We had 11 pre-conference training classes on a variety of topics to extend the week’s learning. » We were inspired by coach Tony Dungy’s keynote address that included insights from 30+ years of leading teams.

It truly was an awesome week!

I think Forum this year was an excellent example of the theme for this magazine, “New Horizons/Positive Change”. And in that light, at the end of the conference we not only made the traditional announcement of the location of next year’s conference, but we also announced that next year NAVUG Forum will become NAVUG Summit! After seeking input from the community, your NAVUG board of advisors voted to change the name to NAVUG Summit.

The other Microsoft Dynamics User Groups (AXUG®, CRMUG®, and GPUG®) have traditionally called their annual conferences ”Summit”. Having a different name for our conference has led to confusion and complexity. With the name change, we can refer to the conferences collectively, which will enable a wider exposure to more attendees. For example, I know having a separate name has hindered our Partners in the community as well as Microsoft because they’ve had to reference names, and as such, “Forum” has often been left out of communications. Now we can leverage the economies of scale while still being the largest conference by Microsoft Dynamics NAV Users for Microsoft Dynamics NAV Users.

Jason Chance, senior programmer/analyst with Seventh Generation in Burlington, Vermont, attended his fourth NAVUG conference in Tampa and was glad to hear the news.

“I’m happy about the name change from NAVUG Forum to NAVUG Summit. It was always a little confusing to me why NAVUG was different from all the other User groups. Now it’ll be consistent, and all we need to do is focus on the great learning and networking that we’ll get to take part in at NAVUG Summit 2014.”

And if you’re wondering where NAVUG Summit 2014 will be, I’m pleased to welcome you to my hometown, St. Louis, Missouri. So mark your calendars now for the week of October 13-17, and I’ll see you there!

NAVUG

Winter 2014 | 13

N G U V A N U AV NAV N G N UG VU A G U A G AV NA G N UG VU AV NA N U VU AV NA G N UG VU G G AV N G N UG VU AV NA U AV AV N G N UG VU U G A N A N G UG VU AV NA G VU AVU NAV NA G N UG VU N G G U V A N U AVU NAV NA G N UG VU AV G V A N G U G VU NA N G N UG VU AV NA G VU AVU A NA G N UG AV NA G N G VU V A N U V A N G U G VU N G UG VU AV NA N G AV N G U V A U AV NA N G UG VU N G N UG VU AV NA N A G U V A G VU AVU NAV NA G N UG V N G G U VU A N A N A N U VU AV A G N G VU G N G V

member in action

A Year-Round

SEASON OF GIVING COMPANY: CCA and B (Creatively Classic Activities and Books,) the publishing company behind The Elf on the Shelf® HEADQUARTERS: Atlanta, Georgia INTERVIEWEE: Dave Hatker, vice president of IT EMAIL: Dave@elfontheshelf.com WEBSITES: www.ccandb.com, www.elfontheshelf.com ESTABLISHED: 2005 NUMBER OF EMPLOYEES: 50-100 MICROSOFT DYNAMICS® NAV USER SINCE: 2012 NUMBER OF USERS: 30 NAVUG™ MEMBER SINCE: 2012

14 | NAVUG Magazine

O

nce upon a time, a mother and her two grown daughters decided to share one of their favorite holiday traditions with the world. First published in 2005, The Elf on the Shelf® is a children’s watercolor book that tells the story of an elf who travels all the way from the North Pole to visit a family. Naming and adopting the elf is as simple as visiting www.elfontheshelf.com – deceptively simple, actually, because that’s where the real fun starts. Once the elf is named, and thus officially adopted, it is empowered with Christmas magic. Then every night after the children are asleep the elf uses Christmas magic to travel to the North Pole and provide a report to Santa. The elf returns in the morning and perches in a new location – just in time for the children to wake.

“Typically, it starts the Friday after Thanksgiving and goes through Christmas Eve,” says Dave Hatker, vice president of IT for Creatively Classic Activities and Books (CCA&B), publisher of The Elf on the Shelf®. “It’s sort of like having an Easter egg hunt every morning for a month. Sometimes the elf is easy to find, but at other times, it hangs out in the freezer because he (or she) is used to cold weather.”

Almost as magical as the elves’ travel schedules is the balance the company strikes between providing personal family experiences and the company’s dramatic growth. Since launching in 2005, more than six million copies of The Elf on the Shelf® have been sold, not only in the U.S., but also in countries considerably farther from the North Pole, such as Australia and New Zealand. In 2011, an animated Christmas special based on the book and titled An Elf ’s Story™ aired on CBS. In 2012, the brand celebrated its first ever appearance in The 86th Annual Macy’s Thanksgiving Day Parade® with The Elf on the Shelf® balloon – the largest balloon ever featured to-date in the parade.

First published in 2005, The Elf on the Shelf® is a children’s watercolor book that tells the story of an elf who travels all the way from the North Pole to visit a family.

Santa loves birthdays, too™! So, as to not be outdone by previous years, The Elf on the Shelf®: A Birthday Tradition arrived in 2013. “A lot of kids have separation anxiety when the elf leaves after Christmas,” Dave says. “With the new book, a child can invite their elf to celebrate their birthday with them. Then the birthday boy or girl can go online to receive a birthday message from Santa. Children also get the opportunity to play at the virtual North Pole.”

Other offerings from the company include plush toys, DVD/Blu-Ray, figurines, activity coloring books, and the Claus Couture Collection®, which includes specialized elf clothing and products such as a chef

apron set, collectible skirts, and sports jerseys. CCA&B’s products are sold in more than 15,000 stores in the U.S. and Canada, including retail chains such as Pottery Barn Kids, Target, and Barnes & Noble.

In 2007, Dave began working with CCA&B as a consultant, and by 2011 he had become the head of its IT department. “My job is to develop and maintain systems that support the growth of the company and we are growing quickly” he says. “I solve problems immediately but also focus on the long term.”

At the heart of problem solving is Microsoft Dynamics NAV, which Dave learned as much about as he could by going to NAVUG n was purchased. sessions at Convergence before the solution mics NAV, but they “Everyone in the room had used Microsoft Dynamics had used other systems, too. There was a lot of knowledge to draw on,” he says. “We have a saying here, ‘fast growth equals fast change.’

So, what we really like about the solution is its configurability. We do a lot of electronic data interchange (EDI), and we needed to support that.”

EDI isn’t the only area of growth: The spirit of giving iving is in constant expansion mode. “The company started with parents rents who wanted their kids to grow up with wholesome traditions,” Dave says. “We’re a family business with the goal of creating positive sitive experiences, moments, and memories for children. But we know now that not every kid can have the kind of experiences we offer.”

So CCA&B is always looking for new ways to support childfocused organizations. Over the years, the company any has supported: the Path Project, Save the Children, and Children’s en’s Healthcare of Atlanta, to name a few. This year, the company has partnered with charity: water. Globally there are nearly 800 million on people without access to clean drinking water. Charity: water is an n organization focused on solving that problem by providing safe drinking water to communities in need. To many, they have revolutionized the giving model by using 100 percent ent of their public donations to directly fund sustainable ble solutions. CCA&B donates $1 from each birthday day book to the charity.

“Working somewhere that’s so committed to its mission sets this place apart,” says Dave. “I have ave a great job, I’m engaged to be married, and I’m ’m surrounded by good friends and family. I have a lot to be thankful for, and I always think it’s important to give back.”

NAVUG UG

Winter 2014 | 15

Introducing a New Way to

“COLLABORATE”

I

n a post-event evaluation of NAVUG™ Forum 2013 this October in Tampa, the 400 attendees were asked what their most valuable experience was during the conference.

We were pleased – but not surprised – that several of their responses included things like, “Discussing Microsoft Dynamics NAV issues and possible solutions with others who have similar problems” and “Learning that my company is not alone and many other companies face the same challenges we do”, and “Seeing what’s available with Microsoft Dynamics NAV and how others are using it”, and “Learning from other Users and helping them resolve issues as well.”

These are, after all, the very reasons that NAVUG exists – to help Microsoft Dynamics NAV Users find and connect with one another, to learn about how others are successfully using the solution, and to share your own Microsoft Dynamics NAV experiences to help other Users.

A New Dimension For years we’ve been coming together as an NAVUG community to help one another via monthly webinars, virtual Special Interest Group (SIG) meetings, online training courses through NAVUG Academy and, of course, our annual face-to-face get-together at NAVUG Forum.

In June 2013, NAVUG introduced NAVUG Collaborate – a private online community that empowers NAVUG Members to get and stay connected, to interact when and how it works best for you, and to get realtime answers to your Microsoft Dynamics NAV questions.

NAVUG Collaborate – available to all NAVUG Members – is a natural extension of the programming NAVUG Members have enjoyed for years. It’s your one-stop-shop to take advantage of your NAVUG membership benefits – you can view and sign up for upcoming NAVUG events, browse the latest news from across the Microsoft Dynamics NAV community, participate in discussion forums, read and post blogs, update your NAVUG profile, and more.

When Should You Use NAVUG Collaborate?

Once you dive in, you’ll find lots of great reasons to utilize NAVUG Collaborate on a daily basis, but here are a few ideas to help get you started:

16 | NAVUG Magazine

» When you have a question. Stuck on a Microsoft Dynamics NAV obstacle? Wondering about best practices for setting up security for multiple companies? Want to know what you should know before you upgrade? Or how about tips for closing out the year? Head to the community and post a question in the NAVUG Collaborate discussion forum to get insight from your peers. There’s likely someone else out there who’s cleared the same hurdles already – don’t reinvent the wheel! » When you have a solution. If you’re on the other side of the coin and have just experienced an “a-ha” moment in Microsoft Dynamics NAV, share your learning! There’s no doubt that someone, someday will benefit from it. Pop on over to Collaborate and write a quick blog post about what you’ve discovered (every NAVUG Member can contribute!). Be sure to keep an eye on that NAVUG Collaborate daily digest email. If you have any insight around a question another Member has asked, please share it!

That’s what makes our community so valuable – peers helping peers! » When you want to build your network. There’s immeasurable value in connecting with and learning from others who walk in your shoes. The NAVUG community is diverse and made up of Microsoft Dynamics NAV folks in a number of roles from a variety of industries and from companies of all sizes.

Use the NAVUG Collaborate Member Directory to find and connect with others who use Microsoft Dynamics NAV like you do: search and sort by role, industry, product version, modules and add-ons utilized, location, and more. » When you’re attending a Microsoft Dynamics NAV event.If you’re planning to attend an upcoming Microsoft Dynamics NAV community event – such as Microsoft Convergence 2014 in March in Atlanta or NAVUG Summit 2014 in October in St. Louis – NAVUG Collaborate is a great resource. Within Collaborate, there are sub-communities for these events that enable you to get a jumpstart on networking long before you’ve arrived at the convention center.

If you’re a first-time attendee, you can use these discussion forums to ask others what to expect to help you prepare. Or maybe you’ve been attending the events for years, so not only do you have words of wisdom to help other attendees prepare, but perhaps you also want to spearhead an informal get-together during the event with fellow Users at a local watering hole.

After the event, use these communities to stay in touch with folks you’ve met…keep those conversations and those connections alive long after the event has wrapped.

Join the Conversation If you’re an NAVUG Member, you already have an NAVUG Collaborate profile – simply log in at http:// community.NAVUG.com using your Windows Live ID to get started.

Whether you’re a seasoned Microsoft Dynamics NAV expert or a novice, you’ll find value in connecting and sharing with others from around the world who walk in your shoes. Don’t wait for the next event to roll around – collaborate and join the conversation today!

NAVUG

Winter 2014 | 17

TOP COLLABORATE DISCUSSIONS

C

onversations are starting on NAVUG™ Collaborate, and we thought it would be fun to look back at some of the top discussions from fall 2013. If you’d like more information on any of these topics, log on to NAVUG Collaborate (www.community.NAVUG.com) to read the full conversation.

Restored Test Database Only Works in 2009 R2 Classic Client

Inventory Valuation/GL Account

Metadata for object of type Table with id 2000000053 is in a failed state. This is caused by a previous exception: Compilation of assembly ‘C:\ProgramData\Microsoft\MicrosoftDynamics NAV\60\Server\MicrosoftDynamicsNavServer$MCNETTTEST\assembly\Record2000000053.dll’ failed. This can be caused by differences between binaries in your installation or your database. Ensure that all installation components are consistent and up to date. Error details reference missing definitions for SalesSetupRead, SalesSetup, and tmpWindowsLoginGroup.

15 Replies | Posted by Meenakshi Singh on September 26 at 3:15 p.m.

Hi, I was wondering if someone can help me with this issue.

Here is the scenario: I have setup a separate GL account to track each inventory posting group and costing method we use is FIFO. The Inventory valuation numbers match the inventory to GL reconciliation report. The Inventory to GL reconciliation report shows no differences.

However, my GL balance on chart of accounts is less than the total shown on inventory valuation. The GL account should definitely be in sync with the inventory valuation for that inventory posing group. I have checked for Direct postings to the GL account, there are none. Adjust cost program has been run but the GL balance is still different than the inventory valuation.

Just as an additional info, the accounts were in sync till last month so it’s definitely some entry over the last month that caused the difference.

Any ideas on where else should I look for this difference?

Meenakshi Singh | Home Market Foods, Inc.

How to Re-open Closed Order in E-ship 11 Replies | Posted by Matt Quint on August 2 at 12:16 p.m.

We utilize E-ship process our shipments, and more specifically the Fastpack functionality within E-ship. At times, our shipping department will close an order prior to packing any items. This causes us to not associate tracking numbers from USPS/UPS with our orders directly, as we ship with miscellaneous packages and it does not allow some customization we have had done to trigger a shipment notification in our e-commerce site.

Does anyone know how to re-open the order so we can pack it within Fastpack and can pack the order and post a package? Thanks.

Matt Quint | controller | Groundspeak Inc.

Close Warehouse 8 Replies | Posted by Maureen Youngblood on August 27 at 6:56 p.m.

How would I hide a warehouse from the location list so that it cannot be erroneously selected on a sales order or purchase order? This warehouse is now closed but has activity history attached to it; therefore, I do not want it deleted, only unable to be selected.

Maureen Youngblood | office manager

18 | NAVUG Magazine

7 Replies | Posted by Noreen Fujita-Sacco on August 30 at 1:06 p.m.

I recently refreshed our test database for the first time in a year and now I can only access via Classic Client. RTC returns the following error:

Can anyone point me to setup location in Classic? Thanks in advance.

Noreen Fujita-Sacco | applications coordinator McNett Corporation

NAV “Maintenance Mode” to Block Logins?

7 Replies | Posted by Bobbi Cacatian on August 27 at 7:46 p.m.

Hello, There are times, especially in our UAT environment, where we need to deploy something new or make a tweak and I need Users out of NAV. Is there a simple way to block user access to NAV 2013? Like they click their normal link and it doesn’t work or even better told them why? I’m sure my IT dept could come up with something but I thought I would see if there was a solution within NAV or if anyone had done this before. I was hoping there is a check box or something similar to a website where you can put it in maintenance mode. Thanks.

Bobbi Cacatian | director of digital systems | Sunrise Identity

Dataport and ChangeLog 7 Replies | Posted by Jonathan Delfraisse on October 4 at 9:37 a.m.

I have yet to find an answer to this question with a search engine. I have created a simple dataport to update min/max on a stockkeeping unit table. It doesn’t get into the change log. The change log is already tracking these fields. How can I get the dataport to update the change log? Thanks!

Jonathan Delfraisse | web designer | MANCON NAVUG

Congratulations to Joanne Lebiecki from Ellsworth Corporation for winning the Fall 2013 Word

Academy

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

Brett Johnson

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

Classic

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

Collaborate

H N D P O S I T I V E C H A N G E T G U S Q Y X C

G T Q R V Z C U C O M M U N I T Y F J E C E J I S

L J A F I X S I U O A K E S R A N I B E W Y M W D

O L E P Q Z S P M P F B E J P S M C O S W A W C H

B L P U T S S W D A L L X R H P O M C I N Z K N U

A O D P A S Z A G R N Z E U R L V B E Y F A C F Y

L U E L I N A G T O I Y L H L Y L E D J I T V V X

B F C K T R J F N S I N D A S S R T D K W N M U I

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

A L C R A M R T J Z K O Z V F O H F S E S N S O W

N A R T D R F W P M R R Y W S O B T T V Z M Z I B

C S T T E L O D M A M B O O B N S W N L O E G T Q

H E P K P L P L T B H P R W P T O O P O G L E U I

D L O R E B O E E K V C R L T R Z Q R R F L D B J

E O A G O Y C V D T I Y L O K E V H O C H L C I Z

R H Z I I T G T S M A H Z A C X N U D K I E E R X

Y W S U K Q O A G O X I G Y N E P F O R U M W T S

G Y Y M E D A C A G R A L F C O D A U R D V S S U

H Z A I N Z G Z O P X Y D O W W I U M U K U E I M

P V L R L V E D E L I K R N R H K G R W N C S D M

D K V S E S S E C O R P E R E E X C E E O H F O I

D W B E W U Z V W P K M M A E F D W M R B G L V T

Z A Y J Q J Z G U N G F U E X K U M P F G C I S R

K D M B R E T T J O H N S O N R Y R T S U D N I H

S F M F Y P L I T G S J D B F O L P R Z I E G K F

Community Distribution Elf on the Shelf Fastpath Forum Global Branch Group O Industry Kerry Rosvold Microsoft Dynamics NAVUG Networking Positive Change Procedure Processes Protocol Regional Chapter Role-tailored Summit Webinars Wholesale

Winter 2014 | 19

N G U V A N U AV NAV N G N UG VU A G U A G AV NA G N UG VU AV NA N U VU AV NA G N UG VU G G AV N G N UG VU AV NA U AV AV N G N UG VU U G A N A N G UG VU AV NA G VU AVU NAV NA G N UG VU N G G U V A N U AVU NAV NA G N UG VU AV G V A N G U G VU NA N G N UG VU AV NA G VU AVU A NA G N UG AV NA G N G VU V A N U V A N G U G VU N G UG VU AV NA N G AV N G U V A U AV NA N G UG VU N G N UG VU AV NA N A G U V A G VU AVU NAV NA G N UG V N G G U VU A N A N A N U VU AV A G N G VU G N G V

microsoft member showcase

Brett Johnson, senior program manager Brett Johnson

B

rett Johnson is a 13-year-veteran of Microsoft who joined the Microsoft Dynamics NAV team six years ago. He got his start in the enterprise space in developer roles for Microsoft Consulting Services and the enterprise Partner group. His move to the Microsoft Dynamics NAV research and development (R&D) team brought him into the midmarket space, where he works with Users and Partners to create, facilitate, and run his team’s programs. NAVUG™ sat down with Brett to talk about the value of Customer and Partner input into Microsoft Dynamics NAV, updates on the release cadence of the product, and the Agile Customer Engagement (ACE) initiative.

NAVUG: You support Convergence, NAV Directions, and NAVUG Forum in your role.

What are the main benefits of that event involvement for your role?

Brett Johnson (BJ): The events are really packed, but the Customer connections are key for us.

We need to know what Customers like about the usability and features and what types of experiences they have working with the product. It also helps us to vet the new features we’re planning to put into a future product. With Partners, we’re interested in hearing how their vertical solutions are working for Users.

Events are a good opportunity for us to be on the front line for feedback, and we then in turn take that feedback to influence how we develop the product in the future, so that we’re shipping a product that meets their business needs.

NAVUG: Do you have any examples of anecdotal feedback that turned into a product feature?

BJ: The most memorable feedback came from one of my first events with the team. When we shipped Microsoft Dynamics NAV 2009, one of our Customers in the technology advancement program (TAP) shared that while we had this new

20 | NAVUG Magazine

role-tailored client, most of his reports were in the classic client, and he needed to be able to access those reports from the new client.

That was a big feature change that was not only critical to that Customer, but also to others in the program as well. Because of that feedback, we added the “Print to Classic” option. This gave Partners and Customers a few more years to get their reports upgraded to the role-tailored client. One note: Microsoft Dynamics NAV 2013 no longer supports classic client functionality, so Users will need to upgrade those reports to upgrade to this release.

NAVUG: Speaking of Microsoft Dynamics NAV 2013, how is the User adoption coming along?

BJ: The adoption is faster than it was for Microsoft Dynamics NAV 2009 when that was released.

We’re also seeing that the number of Partner solutions that have been upgraded to Microsoft Dynamics NAV 2013 is quicker as well, and we have two times the number of Certified for Microsoft Dynamics solutions on the new product than we had on Microsoft Dynamics NAV 2009 at this point.

At NAVUG Forum I asked people to raise their hands if they’re on the new product, and probably an eighth of the audience was on Microsoft Dynamics NAV 2013. When I asked that question a year or two after Microsoft Dynamics NAV 2009 was released, hardly any Customers were using it yet.

NAVUG: What can we expect as far as a cadence for future product releases?

BJ: We’re now on an annual release cycle. We were previously on a three- to four-year cycle but changed our development model to the agile development process which allows us to be able to finish a smaller set of features faster and get them to market quicker. This has been a good move in that we can deliver high-quality, interim releases

each year and then when we have a “major” release every few years, we can publish that release in the same manner.

We just released Microsoft Dynamics NAV 2013 R2 on October 6, 2013, and the next release (code named “Crete”) will be released sometime in Q4 of 2014.

NAVUG: What can you tell us about the feature set of Microsoft Dynamics NAV 2013 R2?

BJ: We were really focused on creating instant value for our Customers and providing more things they can use right away, out of the box.

Specifically, we have improved cash management and reconciliation as well as created a webbased help server, which is really nice for getting

matter experts (SMEs) in the areas we’re working on for particular new functionalities (see sidebar for more information on the roles that the team is looking to fill right now).

Some people have already applied, and we’re happy to offer a special deal for NAVUG Members who join, offering them a free piece of Microsoft software, such as a copy of Microsoft Office, Windows, or other products. If a NAVUG User joins and gets engaged, we’ll share the information for redeeming the software.

ACE can be a multi-release engagement, as once we have established a great SME in say, bookkeeping, who is providing valuable feedback and insight, we want to stay engaged with that individual as long as we can.

“I like to see the positive impact we can make with each version of the product.” customized help via a browser in addition to the in-client help feature.

We’re also integrating with the latest in SharePoint®, Office 365™, and Windows Azure™, making Microsoft Dynamics NAV the first Microsoft Dynamics product to be certified for Azure.

We’ve also changed the product’s architecture to support multi-tenancy for cloud-based offerings as without multi-tenancy, the application won’t be efficient enough for cloud-based usage.

NAVUG: You shared some information at NAVUG Forum about your team’s User council.

Can you tell our readers more about that?

BJ: Definitely. The Agile Customer Engagement (ACE) initiative helps to provide feedback on the next versions of Microsoft Dynamics NAV by giving us direct interaction with User subject

The time commitment is one or two meetings a quarter, and if individuals really want to get active, we’d gladly meet with them once or twice a month.

Soon we may be able to grant ACE members access to an online, cloud-based version of the latest features we’re working on so they can log in and try them out. The new cloud capabilities of Microsoft Dynamics NAV make it possible to show the work in progress.

NAVUG: What do you like most about what you do?

BJ: I like to see the positive impact we can make with each version of the product. From hearing a Customer’s view of what should go into each version to making sure that what we produce is high quality, it’s great to see the positive impact a User can have on something like Microsoft Dynamics NAV. NAVUG

Are you a NAVUG Member that has experience in… » order processing » accounting » bookkeeping » small business ownership » IT administration » Microsoft Dynamics NAV system consulting » system development – » and are passionate about improving Microsoft Dynamics NAV in your area?

Then you’d be a great fit for the ACE Initiative!

Contact Navace@ microsoft.com today to learn more.

Winter 2014 | 21

industry showcase

Wholesale F Distribution: Getting Products Out and About

CARE-A-LOT PET SUPPLY Virginia Beach, Virginia Under the slogan of “Your pets are our babies, too”, Care-A-Lot Pet Supply is a national pet supply distributor and has the largest pet supply store in Virginia.

Care-A-Lot is dedicated to great customer service, speed of delivery, and meeting customers’ pet supply needs.

22 | NAVUG Magazine

CHEYENNE INDUSTRIES, LLC Little Rock, Arkansas Cheyenne Products was founded in 1980, primarily as a domestic manufacturer and assembler of portable lighting. Cheyenne has expanded through the years to also offer furniture. The company’s ability to identify a broad range of consumer shopping habits and marry those with current industry trends makes it a leader in innovation and design.

ocusing on speed of delivery, customer service, and quality goods, these NAVUG™ Members keep shelves filled with goods ranging from pet supplies to door systems. You likely interact with the wholesale distribution industry every day without giving a second thought to the logistics involved.

CREATIVE MATERIALS CORPORATION Ayer, Massachusetts Creative Materials develops and markets highly conductive adhesives and inks that can be applied to a variety of substrates with exceptional print definition. With more than 1,000 products and counting, Creative Materials has been helping its customers launch new products, improve product performance, and pursue new entrepreneurial endeavors for 26 years.

GARDEN SPOT DISTRIBUTORS New Holland, Pennsylvania Garden Spot Distributors is a wholesale distributor of organic, natural, and specialty foods. With more than 30 years in the health food industry and more than 1,200 products in its inventory, Garden Spot prides itself on finding unique product lines that enable its customers to stay on trend and offer competitive alternatives.

INSULATION FABRICATORS, INC. Hammond, Indiana Since 1979, Insulation Fabricators, Inc. has specialized in high-quality mechanical insulation fabrication for a wide variety of applications, from pipes to vessels, panels, ductwork, and boilers.

With the Midwest’s largest inventory, Insulation Fabricators often delivers on next-day delivery, helping their customers with scheduling flexibility and saving money at the job site.

JOBAR INTERNATIONAL, INC. Carson, California Founded in 1972, Jobar International, Inc. is an internationally respected market leader in the consumer products industry. With more than 700 items in its inventory and adding 100 products to its line annually, Jobar is one of the top catalog suppliers worldwide with ongoing growth in sales through the Internet and traditional brick-and-mortar retailers.

Jobar will expand its global reach in 2014 by opening a new supply chain/logistics operation, warehousing and distributing goods throughout Europe.

MACHO PRODUCTS, INC. Sebastian, Florida For more than 30 years, Macho has been a leader in the martial arts industry, offering an original line of martial arts sparring gear, uniforms, training equipment, weapons, and accessories.

MODERN GROUP LTD. Bristol, Pennsylvania Modern Group helps maximize uptime for customers with quick parts delivery and emergency service 24 hours a day, seven days a week.

Modern Group represents off-road equipment manufacturers that serve a wide range of businesses including construction, landscaping, municipal government, excavating, utilities, recycling and scrap handling, maritime, warehousing, and manufacturing.

NEGWER MATERIALS, INC. St. Louis, Missouri Negwer Materials supplies interior construction products in central and eastern Missouri and central and southern Illinois. Its products include acoustical systems, door systems, exterior wall systems, fasteners and tools, interior wall systems, and cold-formed steel truss systems for contractors, architects, and designers.

Winter 2014 | 23

doc-link™ The Key to Going Paperless

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800.997.9921

www.altec-inc.com

NAME THAT PHOTO CONTEST Congratulations!

Ah, the Information Desk at NAVUG™

Congrats to SCOTT SLOAN from INSULATION FABRICATORS, INC for his winning submission, “Little did he know, this would be his punishment for posting outside of the allowed posting date.” Scott – your prize is in the mail!

Forum. A grand place to hang out, get information, and look for free stuff.

What do you think was the most popular question at the Information Desk at this year’s event?

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

Winter 2014 | 25

With TARGIT’s BI & Analytics for NAV Everyone in your organization sees and shares the same goals and objectives. No more static reports, but dynamic analyses that gives you the courage to act.

TARGIT is the world’s largest BI vendor for MS Dynamics NAV and TARGIT BI Accelerator is certified for Microsoft Dynamics NAV. www.targit.com

Zoom in

on your objectives

CERTIFIED FOR

NAV 2013

t&t

TIPS & TRICKS

Five Tips & Tricks for Classic Users 3. Remember you can ďŹ lter from a card screen Âť Click in ďŹ eld

1. Basic Calculations in Amount Fields Âť +-*/ may be used in amount ďŹ elds. (e.g. 115*20/23)

Âť Only the result is retained

• 2. Use sort key to speed up ďŹ ltering on large data sets Âť Select sort option

Âť Choose a sort key that contains the ďŹ eld you are ďŹ ltering on

•

Âť Select ďŹ lter button

Âť Enter ďŹ lter Âť Apply your ďŹ lter

28 | NAVUG Magazine

4. Faster way to enter dates

5. Payment Term Formulas (*Note: Sequence makes a dierence)

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Winter 2014 | 29

t&t

TIPS & TRICKS

Five Tips & Tricks for RTC Users 1. Save Filtered List to Role Center » Filter your list, select menu option to save

» Right click journal line, select “paste rows”

» Pasted into journal Note: need same columns in same order

» Give it a name

4. Windows feature to show hot keys works in Microsoft Dynamics NAV » F10 to show menu shortcuts 2. Navigate using the address bar » You can drilldown on components of the address bar

» Then Shift+letter to show next level. Just like Office!

5. Apply defaults and make fields mandatory when importing » Configuration package allows assignment of master template to be used by import NAVUG

3. Copy and paste journal lines from Excel » Copy data from Excel

30 | NAVUG Magazine

Don’t be ri-Dick-ulous, Be a Hiro with Lanham EDI Here’s why 60,000+ people depend on Lanham

EDI Every Day:

Most used EDI solution for NAV

Lowest Total Cost of Ownership

Largest document map library

Competitively priced VAN and/or AS2 Direct Connect

Built inside NAV All cross references and translation inside NAV Ability to map directly to NAV fields Visibility to sent and received data inside NAV

Unparalleled access to data Available your way: In-house control Collaborative Outsourced EDI

O n e M e c a Wa y, N o r c r o s s , G A 3 0 0 9 3 U 6 7 8 - 3 7 9 - 4 2 0 0 U w w w. l a n h a m a s s o c . c o m

400 344 242 159

32 | NAVUG Magazine

156

Session slides shared via NAVUG Forum 2013 Tampa community on Collaborate

Mark your calendar... to meet us in St. Louis!

The Week of October 13, 2014

NAVUGsummit.com Winter 2014 | 33

N G U V A N U AV NAV N G N UG VU A G U A G AV NA G N UG VU AV NA N U VU AV NA G N UG VU G G AV N G N UG VU AV NA U AV AV N G N UG VU U G A N A N G UG VU AV NA G VU AVU NAV NA G N UG VU N G G U V A N U AVU NAV NA G N UG VU AV G V A N G U G VU NA N G N UG VU AV NA G VU AVU A NA G N UG AV NA G N G VU V A N U V A N G U G VU N G UG VU AV NA N G AV N G U V A U AV NA N G UG VU N G N UG VU AV NA N A G U V A G VU AVU NAV NA G N UG V N G G U VU A N A N A N U VU AV A G N G VU G N G V

isv partner member showcase

Andy Snook NAVUG: Tell me about Fastpath.

Andy Snook (AS): We provide security, audit, and compliance solutions for Microsoft Dynamics.

Our team of certified internal auditors has analyzed the unique challenges presented by Microsoft Dynamics NAV and has developed audit templates, segregation of duties rules, and key audit reports that make continuous compliance achievable.

COMPANY Fastpath, Inc. HEADQUARTERS Des Moines, Iowa INTERVIEWEE Andy Snook, president PHONE 515-276-1779 EMAIL Snook@gofastpath.com WEBSITE www.gofastpath.com ESTABLISHED 2004 NAVUG™ PARTNER MEMBER SINCE 2010

NAVUG: What products do you have available to help Users with their compliance needs?

AS: Compliance is our business. Our Assure tool enables continuous compliance by efficiently identifying security conflicts by User and providing the necessary documentation to satisfy both internal and external reporting requirements. Second, our Audit Trail tool tracks all changes to Microsoft Dynamics NAV data allowing you to see the User initiating the change, the source of the change, and before/after values. It functions much the same as the Microsoft Dynamics NAV change log, but is much more flexible and the data can more easily be retrieved via prebuilt or customized reports. Finally, for Microsoft Dynamics NAV 2013 we have Config AD. It manages all aspects of Microsoft Dynamics NAV User provisioning from Active Directory, removing the need for administrator access in Microsoft Dynamics NAV and streamlining the new hire, User change, and termination processes.

NAVUG: Does it take long to get up and running on your products?

AS: We have audit tools set up so Customers can be up and running, auditing, and continuously monitoring their systems in a matter of days or even hours. Whether Customers are looking to comply with Sarbanes Oxley, public sector, or non-profit regulations or just want audits to go easier, we’re their guys.

NAVUG: Are your products available out of the box or are they configured for the Customer?

AS: We have templates available out of the box, but each company can configure the product to meet their risk profile. For example, a financial services firm would want to monitor their systems constantly for internal fraud, whereas an office environment would want to monitor their systems constantly for internal fraud.

NAVUG: Can you be innovative in your field or is a lot of what you do government-mandated?

AS: The methodology we built is innovative based on our approach to audits in the enterprise space.

34 | NAVUG Magazine

At the end of the day, companies need to be responsible for their financial data, but doing it in the least intrusive way possible is our innovation.

One example of our innovation is that people want to simplify their very complex compliance process. Typically, compliance has been a very manual process equating to weeks and months of digging through reams of paper reports filled with IT jargon. We have automated this process to deliver the key data, in plain English, which allows companies to focus on analysis and distribute the information to business process owners resulting in more effective reviews. That’s just the right way to do things, and it gives people some much needed time back in their day.

In the end, most of the regulations are the same, but it comes back to do you know who has access to your system, and do you know what they’re doing with it.

NAVUG: Anything coming out in 2014 for Microsoft Dynamics NAV Users?

AS: Yes. We are very excited about our new Review Planner which will allow Users to assign, manage, and track the reviews of critical reports.

It will sync with Outlook to notify Users they have an upcoming review and upon login, they will have a list of reports that need to be reviewed. This is a great tool for Users because they don’t have to remember their reviews; the information is readily available. It’s also great for the audit team as they can monitor if the reviews are being done on time

by Users.

NAVUG: What does a User gain from working with Fastpath?

AS: We really understand the challenges associated with analyzing access, reducing risk by monitoring and identifying conflicts in segregation of duties, and making system changes, and we have built a specific methodology to support companies’ best practices in security and compliance regulations. We also have a team of former Sarbanes Oxley auditors who have come together to build templates for use with Microsoft Dynamics, which means we’re able to take that workload off our Customers.

NAVUG

5

MINUTES WITH NAVUG’S VOLUNTEER OF THE QUARTER

Who is a person who interests you on Twitter/Facebook/LinkedIn right now? @leaninorg, @gregkyte, @evenanerd, @elonmusk, @AICPA_JofA, and @MSFTDynamicsERP On my desk right now are...

Water, iPhone, and not a shred of paper to be found other than Post-it® notes!

My 3 goals for 2014…

1) Get my company re-implemented to Microsoft Dynamics NAV 2013 on time and on budget; 2) Keep sharing great info with the Microsoft Dynamics NAV community and on my blog (www. dynamicsnavfinancials.com); 3) Find more Customers to share their best practices with each other through NAVUG!

Kerry Rosvold, corporate controller at Augsburg Fortress, has been selected as the NAVUG™ Volunteer of the Quarter.

Congrats, Kerry!

What I do when I’m not at work, I’m…

Blogging, tweeting, and sharing info about Microsoft Dynamics NAV with the UG community; having a great adventure of a life with my husband and two dogs; camping and gardening in the five warm months we get in Minnesota!

The best advice I ever received…

“Don’t wish it were easier, wish you were better.

Don’t wish for fewer problems, wish for more skills. Don’t wish for less challenges, wish for more wisdom.”

- Earl Shoaff “Just keep swimming!” - Dory from “Finding Nemo”

Winter 2014 | 35

Microsoft Dynamics NAV 2013 is here.

Share

Zetadocs for NAV is ready.

Are you?

Capture

Deliver

Approve

Zetadocs for NAV is now certified for Microsoft Dynamics NAV 2013!

Zetadocs for NAV is a ready-made, document management add-on designed specifically for Microsoft DynamicsÂŽ NAV. Zetadocs offers out-of-the box functionality and customizable options, allowing NAV users to build a true paperless solution that is designed around their particular business needs or budget. Eliminate time-consuming, costly and cumbersome paper-based processes with Zetadocs for NAV. Why Zetadocs for NAV? > Saves time and costs by producing, sending, filing and automating document retrieval > Improves customer service by helping finance, sales and customer service teams respond more quickly to inquiries by having everything on screen > Reduces carbon footprints by cutting the amount of paper printed, stored and delivered

Visit our website or contact us today to learn more about the Zetadocs suite. www.zetadocs.com | 770.772.7201

Š Equisys Inc 2012. All trademarks acknowledged. All information accurate at time of publication.

G N G UG VU AV NA N G UG V U AV NAV N G N UG VU AV NA N G U A G U VU A G N G U V A N VU AV NA G N UG VU AV NA N G G UG VU AV NA G N UG VU AV N AV N G U V A N G UG U AV NA N G UG VU AV NA N G N UG VU AV NA N G UG VU A G U V A N G G VU AVU NAV NA G N UG VU AV NA N G G U VU AV NA G N UG VU N A U VU AV NA G N G U V A N G G U V A N G UG VU AV NA N G UG V U AV NAV N G N UG VU AV NA N G U A G U V A AV NA G N UG VU AV NA N G UG U VU AV NA G N UG VU AV NA N G G U V AV N G N UG VU AV NA N G UG U AV AV N G N UG VU AV NA N G N UG U AV A N G UG VU A G U V A N G G VU AVU NAV NA G N UG VU AV NA N G G U VU AV NA G N UG VU N A G U VU AV NA N G U V A N G G U V A N G UG VU AV VU NA NA G N UG VU AV NA N G G VU VU AV NA G N UG VU AV NA AV NA G N G U V A N G UG U V A N G UG VU AV NA N N G UG VU AV NA N G UG VU AV N G U V A N G U AV NA N G UG VU AV NA G U V N G U V A N

learn academy corner

NAVUG Academy Corner NAVUG™ Academy strives to be the premier learning destination for all Microsoft Dynamics NAV professionals. Here’s what some of your fellow NAVUG Members are saying about the most recent NAVUG Academy training classes they took in Tampa, Florida prior to NAVUG Forum 2013.

Advanced Topics in MRP: “Bob Bergman was our instructor, and he was fabulous. He recognized that participants as a whole were not at an advanced level, so he tailored the class material to meet our level.”

Account Schedules and Analysis Views: “Class was well organized, the material was well presented and very relevant. The instructor was very helpful and took the time to make sure everyone was following the material and completed the hands-on activities.”

“Kerry did a fantastic job. She knows her topic without question and handled a class with various levels of knowledge with extreme professionalism. Thank you!”

Creating Views and Reports with SSRS: “Everything in this class was top-notch. Excellent instructor and very logically laidout curriculum.”

We are very excited to continue to bring you incredibly rich content in 2014, content that is generated by listening to you, our NAVUG Members. If you have recommendations or feedback as we plan for the 2014 NAVUG Academy lineup, please contact us atAcademy@NAVUG.com.

NAVUG

www.NAVUG.com/ member-resources/academy Winter 2014 | 37

AV NA G N G VU AV NA N G UG VU AV NA N G UG VU AV NA N G UG AVU AV N G N UG VU AV NA N G U VU AV NA G N UG VU AV NA N G UG VU AV NA N G UG VU AV NA N G U AV AV N G N UG VU AV G U A G U V A N G U U V A N N G AV N G N UG VU AV NA N G UG VU AV NA G N G UG VU AV NA G N UG VU AVU NA N G UG VU AV NA N G UG AVU AV NA G N UG VU AV NA N G N UG VU AV NA N G UG VU AV NA G N G VU AVU NAV NA G N UG VU AV G U V A G G U V A N N G U V A N G AV NA G N UG VU AV NA N G UG VU U VU AV NA G N UG VU AV NA N G G G U V A N N G N UG VU AV NA N G UG VU AV AV A N G U V A N G U U VU AV NA G N UG VU AV NA N G G G U V A N N G N UG VU AV NA N G UG VU AV AV A N G U V A N G U U VU AV NA G N UG VU AV NA N G G G U V A N N G N UG VU AV NA N G UG VU AV AV A N G U V A N G U U VU AV NA G N UG VU AV NA N G G G U V A N N G N UG VU AV NA N G UG VU AV AV A N G U V A N G U U VU AV NA G N UG VU AV NA N G G G U V A N N G N UG VU AV NA N G UG VU AV AV A N G U V A N G U U VU AV NA G N UG VU AV NA N G G G U V A N N G N UG VU AV NA N G UG VU AV AV A N G U V A N G U U VU AV NA G N UG VU AV NA N G G G U V A N N G N UG VU AV NA N G UG VU AV AV A N G U V A N G U U VU AV NA G N UG VU AV NA N G G G U V A N N G N UG VU AV NA N G UG VU AV AV A N G U V A N G U U VU AV NA G N UG VU AV NA N G G G U V A N N G N UG VU AV NA N G UG VU AV AV A N G U V A N G U U VU AV NA G N UG VU AV NA N G G G U V A N N G N UG VU AV NA N G UG VU AV AV A N G U V A N G U U VU AV NA G N UG VU AV NA N G G G U V A N N G N UG VU AV NA N G UG VU AV AV A N G U V A N G U U VU AV NA G N UG VU AV NA N G G G U V A N N G N UG VU AV NA N G UG VU AV AV A N G U V A N G U U VU AV NA G N UG VU AV NA N G G G U V A N U VU AV NA N G U V A N G UG VU AV NA N G UG VU V NA G N UG VU AV NAV N G N UG VU AV G U A G U G U V A N U V A N N G AV N G N UG VU AV NA N G UG VU AV NA G N G UG VU AV NA G N UG VU AVU NA N G UG VU AV NA N G G UG AVU AV NA G N UG VU AV NA N G N UG VU AV NA N G UG VU AV NA G N G VU AVU NAV NA G N UG VU AV G U V A G U G U V A N N N G A N G UG VU AV NA N G UG VU AV NA N G U V A N G N UG VU AV A N G UG VU AV NA N

find the

logo

C

O

N

T

E

Congratulations to our Fall 2013 contest winner, Kelly

S

T

action

MEMBER IN

Chlebowski from

Trachte Building Systems! Kelly found

the logo on page 17 of the Fall 2013 issue of NAVUG™ Magazine. Let’s play again.

Hidden somewhere between the covers of this magazine is our NAVUG logo.

A Significant Significant Payback

Can you find it?

One aspect of his work that Brian says he feels particularly good out is a study conducted by the National Industries for the Blind, about hich determined that for every dollar spent on products and serwhich ces manufactured by organizations such as Lighthouse for the vices nd, $3.33 is returned to the customer via decreased transfer payBlind, ents, such as Medicaid and Social Security Disability Income, and ments, creased income and FICA taxes, thereby saving taxpayers money increased hile fulfilling an important social mission. while

Lighthouse ighthouse Gives Back

While our logo shows up throughout

the magazine in conventional spots, it’s hidden in only one place.

Lighthouse for the Blind’s 2013 investment in community proams is $1.5 million. The investment occurs in many ways, one of grams hich is by supporting 15 community enrichment programs for the which nd in Missouri and southwestern Illinois. Some programs offer blind mps with activities such as rock climbing and other sports while camps hers focus on helping people become more confident in indepenothers nt living skills such as banking, laundry, and cooking. One prodent am sends youth to space camp in Huntsville, Alabama where they gram rticipate in various activities including simulated space missions participate using Braille mission instructions, as well as Braille labeled switches, buttons, and levers.

Keeping it Running

To keep the operation running smoothly, Lighthouse for the Blind deployed Microsoft Dynamics NAV in March 2012. Much of the

typi functionality it relies on in the solution for is typical of companies in the manufacturing industry. It’s used for finance and accounting, order entry, shipping, billing, planning, routing, bi bills of materials – essentially the entire manufacturing process.

But the product has distinguished itself for Lighth Lighthouse for the Blind in numerous ways. First, it’s compatible with other p popular Microsoft products. Since the screens are familiar and more simply laid out, they are easier for people with vision impairments to navigate. The solution also works better with screen magnifying and screen readsoftwar as well as other ing technology than the company’s previous software Dyn software considered before choosing Microsoft Dynamics NAV. Finally, the auditors like it. “The auditors were eexpecting a mess, but we’re in better shape than any organization th they’ve seen before that just went through a transition to a new ERP sy system,” Brian says. te “That’s because of our work, our Partner, and the technology. ”

Joy Jo oy o yo of f Working Worki W Wor ng Wo

Lighthouse for the Blind employs people who are ar blind or legally blind at all levels, from the manufacturing floor – where employees earn prevailing wages – to the sales team. While h his position is like many other jobs in that some days are better than others, Brian says that even after a decade he has yet to wake up dreading going to work. “Work is like a social network here,” he says. “People meet other people who have similar issues and challenges, and together they help each other solve them. So it’s a very social environment, almost like a family.”

NAVUG

Fall 2013

When you’ve found it, send an email to

Logocontest@NAVUG.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.

38 | NAVUG Magazine

17

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 40 Horizontal................Page 43 Services...................Page 49

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

INDUSTRY

Apparel Lanham Associates http://www.lanhamassoc.com 678-379-4200 ext. 105 EDI EDI your way: In-house control, Collaborative, or Outsourced. Total solution, AS2 and VAN for Lower Cost of Ownership. More documents and users than any other provider for NAV. Great references. Quick startup.

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

Automotive

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

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

Data Masons Software

Flintfox International Limited

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

http://www.intfox.com • 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).

Chemicals

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 aordable. TrueCommerce EDI is a Microsoft Gold CertiďŹ ed Partner and certiďŹ ed for Microsoft Dynamics GP.

Horizons International http://www.qualityessentialssuite.com 866-949-9504 ext. 811 Quality Essentials Suite Quality Mgt. System oers decimal precision, cert. of analysis, non-conformance, material holds, reporting, data export.

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

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

Lanham Associates http://www.lanhamassoc.com 678-379-4200 ext. 105 ACE - Advanced Commerce ERP EDI, ASN, Ship/Carrier Manifest, Labels, Bar-Coding, TP Compliance, WMS, Fcst & Replenishment. Highest quality in one total solution rather than 7 disparate ones. 92,000+ users worldwide.

Unprecedented visibility.

Consumer Packaged Goods Business Systems Integrators

Axapta

Great Plains

40 | NAVUG Magazine

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

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

Navision

Solomon

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

Attach supporting documentation.

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

Paramount Technologies http://www.paramounttechnologies.com 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.

Ariett Business Solutions, Inc.

Solver

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

http://www.solverusa.com • 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.

Finance/Banking

AssureSign LLC

AssureSign LLC http://www.assuresign.com • 407-670-0400 AssureSign Electronic Signature Software Integrated cloud or on-premise enterprise class Electronic Signatures.

Business Systems Integrators http://www.BusinessSysInteg.com 866-871-2097 EDI BSI provides superior EDI solutions for AX & GP, both on-premise & SaaS. Datahaven for Dynamics http://www.datahaven4dynamics.com 757-222-2000 Datahaven for Dynamics Datahaven is the only scanning, OCR, and workow solution natively embedded—not simply integrated—throughout the Microsoft Dynamics user experience and available to non-Dynamics users from Microsoft Outlook.

ImageTag, Inc. http://www.imagetag.com • 480-753-9300 KwikTag Document Management & Workow for Dynamics Powerful. Practical. Proven. KwikTag

by ImageTag makes document and business process management a reality – without breaking your budget. kCentric Technologies Inc

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

KEY:

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.

http://www.assuresign.com • 407-670-0400 AssureSign Electronic Signature Software Integrated cloud or on-premise enterprise class Electronic Signatures.

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

Appolis http://www.appolis.com • 612-343-0404 WithoutWireTM Warehouse Appolis WithoutWire™ Warehouse Management Solution provides fully integrated traceable lot tracked inventory for Manufacturers and Distributors.

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

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

Customer Relationship Management

Retail Management System

Point of Sale

Business Systems Integrators http://www.BusinessSysInteg.com 866-871-2097 EDI BSI provides superior EDI solutions for AX & GP, both on-premise & SaaS. Demand Solutions http://www.demandsolutions.com 800-886-3737 Demand Solutions Demand Solutions oers aordable, easy-to-use tools for manufacturers and distributors who want to increase forecast accuracy, improve customer service levels and reduce overall inventory to maximize proďŹ ts.

Flintfox International Limited http://www.intfox.com • 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 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 aordable. TrueCommerce EDI is a Microsoft Gold CertiďŹ ed Partner and certiďŹ ed for Microsoft Dynamics GP.

Horizons International http://www.qualityessentialssuite.com 866-949-9504 ext. 811 Quality Essentials Suite Quality Mgt. System oers decimal precision, cert. of analysis, non-conformance, material holds, reporting, data export.

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

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

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

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

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

Government

Healthcare

Manufacturing

Paramount Technologies

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

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 • 800-822-0973 Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data integration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service.

Solver http://www.solverusa.com/healthcare/ 310-691-5300 Solver BI360 Suite for Healthcare Solver’s BI360 helps healthcare providers better manage their performance through user-friendly planning, budgeting, reporting, dashboard and data warehouse tools running on a cost-eďŹƒcient Microsoft platform.

High Tech and Electronics

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

Axapta

Great Plains

Navision

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

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 aordable. TrueCommerce EDI is a Microsoft Gold CertiďŹ ed Partner and certiďŹ ed for Microsoft Dynamics GP.

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 today’s competitive marketplace by simplifying the process of selling customized products, accelerating proposal development times and increasing quote-to-order ratios.

Insurance AssureSign LLC

Solomon

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

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 today’s competitive marketplace by simplifying the process of selling customized products, accelerating proposal development times and increasing quote-to-order ratios.

http://www.assuresign.com • 407-670-0400 AssureSign Electronic Signature Software Integrated cloud or on-premise enterprise class Electronic Signatures.

KEY:

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

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 today’s competitive marketplace by simplifying the process of selling customized products, accelerating proposal development times and increasing quote-to-order ratios.

Industrial Equipment

Solver

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

Customer Relationship Management

Retail Management System

Lanham Associates http://www.lanhamassoc.com 678-379-4200 ext. 105 AFP (Advanced Forecasting and Procurement) for Manufacturing Enables just-in-time production purchasing via comparing component time-phased demand to dynamic vendor lead-time. Works with Inventory items as components or ďŹ nished goods. Gain visibility & control.

Point of Sale

Winter 2014 | 41

INDUSTRY

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

Lanham Associates http://www.lanhamassoc.com 678-379-4200 ext. 105 Supply Chain Solutions High quality Supply Chain solutions built inside NAV: Shipping, Forecasting/ Replenishment, WMS & EDI Compliance.

More than 2000 companies live.

INDUSTRY

Liaison Software Corp

Pharmaceuticals

kCentric Technologies 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).

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

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

Lanham Associates http://www.lanhamassoc.com 678-379-4200 ext. 105 ACE WarehousingŠ Flexibility from basic to advanced functionality. Receiving, picking, shipping, realtime inventory in NAV via wireless devices. Also grows to license plating, serial no. tracking & production output registration.

Wholesale Trade: Durable Goods MetaďŹ le Information Systems, Inc. MetaďŹ le Information Systems, Inc. http://www.metaviewer.com • 507-286-9232 MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solutions by adding integrated scanning, OCR, eInvoicing, workow, and AP/AR Automation.

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 Horizons International

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

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

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

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

Axapta

Great Plains

42 | NAVUG Magazine

360 Visibility Inc. http://www.360propertymanageme ntsoftware.com • 905-907-3600 360 Property Manager Written using the Microsoft Dynamics NAV, 360 Property ManagerŠ a end-toend property management software that helps you manage your entire Real Estate life cycle and enhance the ultimate value of your property.

Rentals Open Door Technology http://www.opendoor.ca 877-777-7764 ext. 102 Open Door Rental Software (formerly Rental Management) Dynamics NAV solution for equipment rental. Resellers welcome. On premises and cloud options available. Preventative maintenance and mobility.

http://www.solverusa.com/retail/ 310-691-5300 Solver BI360 Suite for Retail BI360 gives retailers the ability to forecast, track and analyze product and store sales, plan more eective promotions, purchase merchandise that matches customer regional buying preferences, and improve staďŹƒng.

Software

http://www.intfox.com • 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).

Warehouse Management Accellos, Inc. http://www.accellos.com • 719-433-7000 Accellos One Warehouse Fully-integrated warehouse management & data-collection for MS Dynamics.

Appolis http://www.appolis.com • 612-343-0404 WithoutWireTM Warehouse Appolis WithoutWire™ Warehouse Management Solution provides fully integrated traceable lot tracked inventory for Manufacturers and Distributors.

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

Lanham Associates http://www.lanhamassoc.com 678-379-4200 ext. 105 Supply Chain Solutions High quality Supply Chain solutions built inside NAV: Shipping, Forecasting/ Replenishment, WMS & EDI Compliance.

More than 2000 companies live.

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.

Wholesale Trade: Non-durable Goods

http://www.avalara.com • 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 lling and remittance solution for Microsoft Dynamics.

Solomon

Flintfox International Limited

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

Avalara, Inc.

Navision

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

Solver

Corporate Services

Property Management

Retail

Sierra Workforce Solutions

KEY:

http://www.qualityessentialssuite.com 866-949-9504 ext. 811 Quality Essentials Suite Quality Mgt. System oers decimal precision, cert. of analysis, non-conformance, material holds, reporting, data export.

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

http://www.metaviewer.com • 507-286-9232 MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solutions by adding integrated scanning, OCR, eInvoicing, workow, and AP/AR Automation.

Data Masons Software

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

Customer Relationship Management

Retail Management System

Lanham Associates http://www.lanhamassoc.com 678-379-4200 ext. 105 Supply Chain Solutions High quality Supply Chain solutions built inside NAV: Shipping, Forecasting/ Replenishment, WMS & EDI Compliance.

More than 2000 companies live.

Point of Sale

Horizontal Analytics Solver TARGIT http://www.targit.com • 813-933-4600 TARGIT Decision Suite TARGIT is the world’s largest Business Intelligence vendor for companies using Microsoft Dynamics NAV or AX, and is recognized by Gartner and BARC for user-friendliness, visualization, and innovation.

Total Dynamics Solutions, LLC

http://www.solverusa.com/healthcare/ 310-691-5300 Solver BI360 Suite for Healthcare Solver’s BI360 helps healthcare providers better manage their performance through user-friendly planning, budgeting, reporting, dashboard and data warehouse tools running on a cost-eďŹƒcient Microsoft platform.

Solver

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

Barcode Data Collection

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

Dynamic Manufacturing Solutions Solver

Budgeting

Total Dynamics Solutions, LLC

deFacto Global, Inc. http://www.deFactoGlobal.com 203-894-1789 ext. 221 deFacto Performance Management Premier “All-in-Oneâ€? Dynamics Financial & Operational Budgeting, Forecasting, Consolidation, Analysis and Reporting, Excel/Web-based. Powerful, Aordable.

Dynamic Budgets http://www.dynamicbudgets.com 650-332-6650 Dynamic Budgets Budgeting/forecasting that can be implemented in < 2 hours. Weâ&#x20AC;&#x2122;ve just added budgeting for Analytical Accounting! Features: Export to GP, Payroll, Fixed & Variable Allocations, Multi-company, Sub ledger lookups...

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

KEY:

Axapta

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.

Great Plains

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

Business Intelligence

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

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

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

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

Solver

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

http://www.solverusa.com 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.

deFacto Global, Inc.

TARGIT

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

http://www.targit.com â&#x20AC;˘ 813-933-4600 TARGIT Decision Suite TARGIT is the worldâ&#x20AC;&#x2122;s largest Business Intelligence vendor for companies using Microsoft Dynamics NAV or AX, and is recognized by Gartner and BARC for user-friendliness, visualization, and innovation.

Accountable Software

Navision

Solomon

Customer Relationship Management

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

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

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

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

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 invoice processing by eliminating data entry, manual approvals & ďŹ ling with capture, workďŹ&#x201A;ow & reporting integrated with Dynamics.

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.

Check Printing

Retail Management System

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

Point of Sale

Winter 2014 | 43

HORIZONTAL

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

Halo Business Intelligence

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

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.

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.

Fastpath Solutions, Inc

Data Integration

Document Management

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!

eBridge Connections

Compliance

Cost Accounting

Data Management

Corporate Renaissance Group

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

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.

Credit Card/Check Processing

HORIZONTAL

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

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

Customer Relationship Management

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

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.

KEY:

Axapta

Great Plains

44 | NAVUG Magazine

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

Ariett Business Solutions, Inc.

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

Beck Consulting http://www.BeckConsulting.com 800-455-1970 ext. 110 bcEDI bcEDI enables seamless data interchange between you and trading partners without translation software. Built speciďŹ cally to make the EDI process in NAV easy to manage and cost eďŹ&#x192;cient to deploy.

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

Ariett Business Solutions, Inc.

Distribution

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.

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

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

Beck Consulting http://www.bcpacknship.com 800-456-1970 ext. 110 bcPackNShip bcPacknShip is the easiest and most eďŹ&#x192;cient way to ship via UPS, FedEx and USPS. Packaging details are stored in NAV in a fully EDI compliant format; UCC labels can be designed and printed directly from NAV.

Lanham Associates http://www.lanhamassoc.com 678-379-4200 ext. 105 Supply Chain Solutions High quality Supply Chain solutions built inside NAV: Shipping, Forecasting/ Replenishment, WMS & EDI Compliance.

More than 2000 companies live.

Navision

Solomon

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

MaxxVault LLC http://www.maxxvault.com/ MaxxDynamics.html â&#x20AC;˘ 516-880-6800 NEW: 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.

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.

E-commerce

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

Customer Relationship Management

Retail Management System

http://www.avalara.com â&#x20AC;˘ 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 lling and remittance solution for Microsoft Dynamics.

Point of Sale

Field Service Management ChargeLogic http://www.chargelogic.com â&#x20AC;˘ 877-292-2520 ChargeLogic Connect Easy ecommerce integration w/ NAV. PCI-compliant cloud payment solution. eBridge Connections http://www.ebridgeconnections.com 800-755-6921 eBridge for eCommerce Integration with all webstores incl.

Amazon, Magento, BigCommerce, eBay+

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

EDI

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

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

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

KEY:

Axapta

Great Plains

Electronic Signatures AssureSign LLC

General Ledger

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

EDI, ASN, Ship/Carrier Manifest, Labels, Bar-Coding, TP Compliance, WMS, Fcst & Replenishment. Highest quality in one total solution rather than 7 disparate ones. 92,000+ users worldwide.

Unprecedented visibility.

Expense Solutions

Lanham Associates http://www.lanhamassoc.com 678-379-4200 ext. 105 EDI VAN Lanham can be your one EDI stop, but we wonâ&#x20AC;&#x2122;t lock you in. Full function.

Fair Price.

Ariett Business Solutions, Inc.

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.

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.

Navision

Solomon

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

HR Management Corporate Renaissance Group

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.

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

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

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.

Retail Management System

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.

Lanham Associates http://www.lanhamassoc.com 678-379-4200 ext. 105 AFP (Advanced Forecasting and Procurement) for Manufacturing

Paramount Technologies

Customer Relationship Management

http://www.crgroup.com â&#x20AC;˘ 613-232-4295 emPerform emPerform is an easy-to-use, webbased appraisal system that integrates employee reviews, goal management, succession planning, compensation management, 360 multi-rater feedback, unlimited web surveys and reporting.

Inventory Management

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

FieldOne Systems 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.

Lanham Associates http://www.lanhamassoc.com 678-379-4200 ext. 105 ACE - Advanced Commerce ERP

Electronic Document Delivery (Email)/Faxing Data Masons Software

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).

Enables just-in-time production purchasing via comparing component time-phased demand to dynamic vendor lead-time. Works with Inventory items as components or ďŹ nished goods. Gain visibility & control.

Point of Sale

Winter 2014 | 45

HORIZONTAL

Beck Consulting http://www.BeckConsulting.com 800-455-1970 ext. 110 bcEDI bcEDI enables seamless data interchange between you and trading partners without translation software. Built speciďŹ cally to make the EDI process in NAV easy to manage and cost eďŹ&#x192;cient to deploy.

Liaison Software Corp

Lanham Associates http://www.lanhamassoc.com 678-379-4200 ext. 105 AFP (Advanced Forecasting and Procurement) for Distribution

Manufacturing Enhancement

Best ďŹ t forecasting & multi-site replenishment solution with DRP, collaboration, promotions, drill down visibility & multiple rollup views.

Horizons International

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.

Invoicing Enhancement

HORIZONTAL

DynamicPoint http://www.dynamicpoint.com/products/ invoice_automation.aspx â&#x20AC;˘ 562-726-4396 SharePoint Invoice Automation Solution Exclusively for Microsoft Dynamics One Time Cost & No Per User Fees.

Leverage SharePoint Invoice Automation (AP) Solution at a fraction of alternative solution costs to eďŹ&#x20AC;ectively automate, real-time management of invoice to payment processing.

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

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.

Marketing Automation SalesFUSION, Inc. http://www.salesfusion.com â&#x20AC;˘ 800-558-1760 SalesFUSION360 SalesFUSION360 is a marketing software that provides email, web tracking, lead management & landing pages and lead nurturing for Dynamics CRM.

DynamicPoint http://www.dynamicpoint.com/products/ invoice_automation.aspx â&#x20AC;˘ 562-726-4396 SharePoint Accounts Payable Automation Solution Exclusively for Microsoft Dynamics One Time Cost & No Per User Fees.

Leverage SharePoint Accounts Payable (AP) Solution at a fraction of alternative solution costs to eďŹ&#x20AC;ectively automate, real-time management of invoice to payment processing.

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.

ImageTag, Inc.

Payables Enhancement

KwikTag Document Management & WorkďŹ&#x201A;ow for Dynamics Powerful. Practical. Proven. KwikTag

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

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.

Job Costing

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

Labeling Lanham Associates http://www.lanhamassoc.com 678-379-4200 ext. 105 E-Ship Label Formatter Formats customized and carrier labels inside the shipping system.

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

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

Ariett Business Solutions, Inc.

MaxxVault LLC http://www.maxxvault.com/ MaxxDynamics.html â&#x20AC;˘ 516-880-6800 NEW: 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.

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

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.

Axapta

Great Plains

46 | NAVUG Magazine

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

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

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

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

Procurement Management

Sierra Workforce Solutions

KEY:

Liaison Software Corp

Sierra Workforce Solutions

NAV and CRM Integration http://www.imagetag.com â&#x20AC;˘ 480-753-9300 SalesFUSION, Inc. http://www.salesfusion.com â&#x20AC;˘ 800-558-1760 SalesFUSION360 SalesFUSION360 is a marketing software that provides email, web tracking, lead management & landing pages and lead nurturing for Dynamics CRM.

Payroll Enhancement

Navision

Solomon

Customer Relationship Management

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

Leverage DynamicPoint's SharePoint product at a fraction of alternative solution costs to eďŹ&#x20AC;ectively integrate and streamline the procurement process with Dynamics GP and NAV. Lanham Associates http://www.lanhamassoc.com 678-379-4200 ext. 105 AFP (Advanced Forecasting and Procurement) for Distribution Best ďŹ t forecasting & multi-site replenishment solution with DRP, collaboration, promotions, drill down visibility & multiple rollup views.

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.

Retail Management System

Point of Sale

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.

Paramount Technologies

Reporting

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.

Accountable Software

Quality Control

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

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.

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

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

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

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

Axapta

Great Plains

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

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

Adra Match http://www.adramatch.com â&#x20AC;˘ +44 207 868 5171 RECEIVABLES - Payment Matching Software Receivables handles complex incoming payments your ERP system can't match.

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

Navision

Solomon

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

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

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

http://www.targit.com â&#x20AC;˘ 813-933-4600 TARGIT Decision Suite TARGIT is the worldâ&#x20AC;&#x2122;s largest Business Intelligence vendor for companies using Microsoft Dynamics NAV or AX, and is recognized by Gartner and BARC for user-friendliness, visualization, and innovation.

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

Sales 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.

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.

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

Attach supporting documentation.

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

Security Fastpath Solutions, Inc

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.

Customer Relationship Management

Retail Management System

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.

Point of Sale

Winter 2014 | 47

HORIZONTAL

Purchase Order Processing Enhancement

KEY:

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.

TARGIT

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

Lanham Associates http://www.lanhamassoc.com 678-379-4200 ext. 105 ChargeLogic Supply Chain Solutions http://www.chargelogic.com â&#x20AC;˘ 877-292-2520 High quality Supply Chain solutions NEW: ChargeLogic Shipping Intelligent, easy shipping for NAV. built inside NAV: Shipping, Forecasting/ Replenishment, WMS & EDI Compliance.

Accurate rate quotes and tracking.

More than 2000 companies live.

Lanham Associates RockySoft http://www.lanhamassoc.com http://www.RockySoft.com 678-379-4200 ext. 105 970-493-0868 ext. 105 E-Ship Shipping from sales order through Inventory Management and Supply Chain Planning manifest. Package carriers available.

Pack Light Supply Chain Mgmt SuiteForecasting, Inventory Mgmt, Purchase Supply Chain Management Order Planning, Vendor Lead Time Mgmt, Retail Store Planning and S&OP. Accellos, Inc. http://www.accellos.com â&#x20AC;˘ 719-433-7000 Accellos One Warehouse Fully-integrated warehouse management & data-collection for MS Dynamics.

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

System Enhancement

DynamicsDownloads http://www.DynamicsDownloads.com 419-581-2300 DynamicsDownloads Looking for a Dynamics Add-On Solution?

Search, Buy and Sell here!

HORIZONTAL

Tax Data Masons Software Avalara, Inc. http://www.avalara.com â&#x20AC;˘ 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 lling and remittance solution for Microsoft Dynamics.

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

Axapta

Great Plains

48 | NAVUG Magazine

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 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).

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

Workflow / Notifications

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.

KEY:

DynamicPoint http://www.dynamicpoint.com â&#x20AC;˘ 562-726-4396 SharePoint WorkďŹ&#x201A;ow Solutions that Integrate with Microsoft Dynamics Custom SharePoint workďŹ&#x201A;ows integrated with Dynamics GP, NAV and CRM.

Time and Attendance

Shipping/Manifesting

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.

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.

Customer Relationship Management

Retail Management System

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

Integrity Data http://www.u-linc.com 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 NEW: 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.

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.

Point of Sale

Services Application Service Provider/Hosting

Custom Development

Marketing Planning & Services

Sierra Workforce Solutions

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

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.

Myappsanywhere by NetStandard 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.

Looking Glass Marketing

Data Resolution, LLC 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.

Email Marketing The Partner Marketing Group

GoIWx, Inc. http://www.goiwx.com 952-258-6329 Cloud Hosting Services for Dynamics ERP and CRM Simplify your business in the Cloud. 30 day free trials available.

http://www.thepartnermarketinggroup.com 605-574-9432 E-Mail Content and Services Get access 24x7 to an online library full of unique newsletter content or elect the full-service options to nurture your pipeline of leads.

HR & Payroll Implementation & Consulting Rose Business Solutions, Inc http://www.roseasp.com â&#x20AC;˘ 858-794-9403 RoseASP RoseASP has been hosting Microsoft Dynamics applications since 2000. We host AX, SL, NAV, GP and CRM along with a host of ISV solutions. Great commissions for the life of the contract. We guarantee 99.5% uptime.

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.

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

Axapta

Great Plains

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.

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

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.

Sierra Workforce Solutions

Dynamic Communities

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

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.

Sierra Workforce Solutions

OnDemand Trials

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

Managed Services RedTail Solutions http://www.redtailsolutions.com â&#x20AC;˘ 508-983-1900 RedTail EDI Freedom to Do Business: Stick to what you do best - our cloud service manages your EDI. Integrated with ERP/WMS/3PL systems. Lowest total cost.

Rose Business Solutions, Inc 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.

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.

Navision

Solomon

Customer Relationship Management

SERVICES

KEY:

The Partner Marketing Group

Member Organizations MaxxVault LLC http://www.maxxvault.com/ MaxxDynamics.html â&#x20AC;˘ 516-880-6800 NEW: 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.

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

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.

Retail Management System

Point of Sale

Winter 2014 | 49

Sales Tax Management Service

Avalara, Inc. http://www.avalara.com â&#x20AC;˘ 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 lling and remittance solution for Microsoft Dynamics.

SharePoint Development

Training

The Partner Marketing Group

DynamicPoint http://www.dynamicpoint.com â&#x20AC;˘ 562-726-4396 Your Source Exclusively for Microsoft Dynamics & SharePoint Integration Portals, Business Automation & Custom Products integrated with Dynamics.

Accolade Publications, Inc.

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.

Social Media The Partner Marketing Group 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!

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.

Writing/Documentation Services All Abuzz, LLC http://www.allabuzz.net â&#x20AC;˘ 303-956-9677 All Abuzz Business Writing & Marketing Sales Literature, Web Content & Consulting. Bring in new business with powerful, eďŹ&#x20AC;ective, copy. Together, we'll make your words work!

Share your thoughts about The List with us and you could be quoted in the next issue of The List!

SERVICES

Email Jane@thepartnerchannel.com and share your story/ message/quote.

KEY:

Axapta

Great Plains

50 | NAVUG Magazine

Navision

Solomon

Customer Relationship Management

Retail Management System

Point of Sale

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

KEY:

Axapta

Great Plains

Navision

Solomon

Customer Relationship Management

Search by company name, keyword, or ďŹ lter

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

Retail Management System

Point of Sale

Winter 2014 | 51

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