The Partner Channel Magazine Summer 2015 by The Partner Channel

SUMMER 2015

www.thepartnerchannel.com

The

BALANCING ACT of Work, Life, and Community

GET ENERGIZED, GET PROACTIVE TPC INTERVIEW with Victor Morales

Tear through the paper trap...

and pitch the paper clips.

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AX | GP | SL | NAV | CLOUD

Pitch The Paper Clips | www.metaviewer.com/for-Microsoft-Dynamics

contents 3UMMER s 4HE 0ARTNER #HANNEL ® Magazine

News

Sales

Advertiser Index Find the Solutions You Need: Part 1

The List Find the Solutions You Need: Part 2

Members Only Corner Open Door Technology

KD P T

The Genius Series Fortune Teller

Logo Contest

How Well Do Your Sales and Marketing Teams Work Together?

Everybody Loses

G I T H R B E U S A N T N RO K E R NC E U

U G

SE FAL

What You Should Do on Your Company’s Summer Vacation

Save Lots of Dates

L B Y A S N E K U R C R U R G E E P T N C T Y

FEATURES

Lots of Good in Partnerland

Events

GAIN A

H I

I KOOL-AID A D GAIN N D N K E O T A T R R O U H U U T R I NP Y N N KT G

Get Energized, Get Proactive

Taking Time to Plan

FORT

L O

GAIN A

On the Homefront

WHEEL

IDEUPS N DOW

Resilience: The 21st Century Competitive Edge

Three New Faces

Contributors

Y E O

Leadership

AIN T A U R N

S A T T W A U M G N O E RN TI R TA NE V I

B R ST H WOARSE C A I W S G D N C O K H E N N R N E C O R O T A U P S H R V I I T ET N O G

M B E A N N T U K A N H R L A I P U T P Y P Y R T E P

DEPARTMENTS

IN EVERY ISSUE

TPC Interview Victor Morales

VAR Proﬁle Marketing

Are You Insane?

Summer eBook Writing

Tidestone Solutions

TPC Caption Contest and Results

The Balancing Act of Work, Life, and Community

Word-A-Ganza

ISV Proﬁle Admiral Consulting Group

A publication dedicated to building a community for Partners THEPARTNERCHANNEL.COM | SUMMER 2015

Built on the ERP Platform and providing seamless integrated ERP solutions for TRADERS Q

Real time position management – Physical and financial

Mark to market valuations

Future contract hedging

Contract pricing – Fixed pricing – Multiple price fixing options – Exchange based – Multiple fixings per contract/ shipment/load – Flexible allocation of price fixings – Non-fixed-price contracts

Quality specifications – Record quality analysis (QA) results per load – User defined formulae to calculate bonus and discounts based on QA results Manage and track all contract-related costs – Accrue costs based on shipments

Plan allocation of buy/sell and inventory holdings for logistics

Arrange shipments/deliveries to meet contract commitments

Prepayment of buy and sell contracts

Provisional invoicing for buy and sell contracts.

MANUFACTURERS M

INDUSTRY IND TRY Agri-Commodities Grains, Cereals, Oilseeds, Soya, Pulses, Nuts, Seeds

Softs Coffee, Cocoa, Sugar, Cotton, Wool

Nuts and Oils Spices, Nuts, Seeds, Essential Oils, Botanicals, Edible Oils

Chemicals Fertilizers, Nitrates, Ammonia

Food Breweries and Distilleries, Pasta Manufacturers, Snack Foods, Meat and Poultry Processors, Fruit Juice, Bakers, Animal Feed, Tea, Coffee, Dairy, Drug and Cosmetic Companies

Scalable Commodity allows manufactures the ability to allocate contract quantities against planned requirements generated from standard Dynamics AX master planning. This has been specifically designed to support manufacturers. This capability is not available using a standard ERP system – as a future potential delivery against a contract is not visible or recognized. To provide better insight into your overall supply chain, and to support manufacturing, the Scalable Commodity solution optionally provides the opportunity to allocate future contracted deliveries against forecast demand (where a purchase order or transfer order has not been released from the contract). This allocation of contract quantities to planned orders in AX ERP provides a better visibility of how you are satisfying your customers across the supply chain.

Key features include: Q

Master planning and demand forecasting

Visibility of production demand across the supply chain

Manage raw material contracts

Track and manage costs for each contract and shipment to calculate landed cost for raw materials

Use allocations to generate shipping/ delivery instructions.

Energy Bio-Fuels, Coal, Woodchips

Metals Scrap, Copper, Zinc, Magnesium, Manganese, Gold

ONE system. ONE set of business rules. ONE database.

Global enquiries: +1 714 594 7690

info@scalableax.com

www.scalableax.com

NOTES The Partner Channel Magazine Summer 2015 ®

from The Partner Channel Email: Jenny@thepartnerchannel.com Twitter: partnerchannel Facebook: ThePartnerChannel LinkedIn: company/the-partner-channel

Publisher TPC Publishing Editor-in-Chief Jenny Davis Copy Editor Kate Mund Writers Bethany Foyt Jasmine McNellis Jenny Davis Contributing Writers Adrianne Machina Amy McKinnon Cheryl Strege Kari Peterson Linda Yates Pam McGee Peter Joeckel Tracy Faleide Art Director Shawn Olson Contributing Artists Dave Swang Matt Mastrud Seth Rexilius Shawn Olson Advertisement Sales Jane Olson

The One About Planning

e asked our contributors to flex their planning muscles this quarter, and they delivered up a range of topics for your business planning needs. You’ll find softer topics such as being proactive (see Linda Yates’ article on page 32) to a how-to on eBook writing from Adrianne Machina (page 40) to bolder questions around your sanity (Cheryl Strege’s “Are You Insane?” on page 26) and Peter Joeckel’s…uh…ode to fiscal year planning (page 36). We also reached out to Partners to see what they do differently during the summer months (check out page 48) and sat down with Victor Morales, the new vice president of Microsoft Dynamics Partner programs and sales. I’m grateful for my team every day, but I would like to single out Jane Olson, our sales director, this quarter. Jane celebrated 10 years with The Partner Channel on June 6, and she has been passionate about finding the best fit for Partner marketing dollars from day one. She works tirelessly with each Partner you see in the magazine’s display ads as well as those who participate in The List each quarter. Jane missed Convergence this spring to be with her ailing mother, who passed away on May 29. In addition to her work with Partners, the commitment Jane has in her vocations of daughter, wife, and mother is an inspiration to witness. If you would like to share your own note of gratitude with Jane, please send her a note at Jane@thepartnerchannel.com. Thank you also to Bethany, Jasmine, Kate, Shawn, our artists, and our contributors. Thank you also to our advertisers, participants in The List, and, as always, you. Enjoy the read and these summer months.

Membership Program Manager Jasmine McNellis

The Partner Channel Magazine is published by TPC Publishing, a business unit of The Partner Channel, Inc., with principal ofﬁces at 1240 Elm Street, Fargo, N.D. 58102. All postage is paid from Fargo, N.D. If you wish to be removed from the mailing list, send your request, including name, business name, and mailing address to the above address, or to Jane@thepartnerchannel.com. If you wish to add names, the same directions apply.

Jenny Davis president of The Partner Channel

This label only applies to the text stock.

SUMMER 2015

www.thepartnerchannel.com

The Partner Channel®, Inc. is an independent company and is not afﬁliated with Microsoft Dynamics® or any of its afﬁliates or subsidiaries. This is a copyrighted publication ©2015, and all articles herein are covered by this copyright. All rights are reserved. Any use of the content for commercial reasons or any other form of reproduction of material herein is strictly prohibited without prior written approval of The Partner Channel, Inc. Most articles are submitted by independent industry professionals; therefore their views and opinions may not be those of the publishers. Inasmuch, TPC Publishing cannot be held responsible for any or all comments or information held within those articles. This publication is printed in the U.S.A. by Forum Communications Printing.

The

BALANCING ACT

of Work, Life, and Community

GET ENERGIZED, GET PROACTIVE

On the Cover Hammocks were developed by native inhabitants of Central and South America for sleeping. Later, they were used aboard ships by sailors to enable comfort and maximize available space, and by explorers or soldiers traveling in wooded regions, and eventually by parents in the 1920s for containing babies just learning to crawl. The hammock is often seen as a symbol of summer, leisure, relaxation, and simple, easy living. Sounds delightful. If you need me, I’ll be outside. Written by Jenny Davis for The Partner Channel

TPC INTERVIEW with Victor Morales

Cover illustration by Matt Mastrud for The Partner Channel ®.

THEPARTNERCHANNEL.COM | SUMMER 2015

CONTRIBUTORS ADRIANNE MACHINA

LINDA YATES Email: Linda@lhyatesconsulting.com Facebook: Lindahyatesconsulting Twitter: Lhyates LinkedIn: Lhyates YouTube: Lhyates Website: www.lindahyates.com

Email: Amachina@tornadomktg.com Facebook: Adrianne.machina Twitter: Adriannemachina LinkedIn: Adriannemachina

ADRIANNE MACHINA IS THE CHIEF VELOCITY OFFICER of Tornado Marketing, Inc. and an Authorized Duct Tape Marketing Coach. A huge Web 2.0 advocate, Adrianne’s marketing strategies and copywriting service help clients leverage the Web to bring in more leads and most importantly – more sales! Having worked in the Microsoft Dynamics channel since 2000, Adrianne provides valuable insight into how to market complex solutions.

KNOWN AS “THE IMAGE ENERGIZER”, Linda is a highly-sought international keynote speaker, executive coach, and corporate trainer. She has produced more than 250 educational seminars on helping individuals and businesses uncover, realize, and accomplish their goals. She has motivated more than 10,000 individuals representing Fortune 500 companies throughout North America – including Tyco, American Express, Wells Fargo, Microsoft, Fannie Mae, Century 21, and Ofﬁce Depot – on their internal processes and corporate initiatives. Host of “The Executive Edge” podcast and author of “6 Steps to ENERGIZE Your Brand”, Linda believes that nothing is impossible.

KARI PETERSON AND AMY MCKINNON Email: Kpeterson@skyblue.technology and Amckinnon@skyblue.technology Facebook: Skybluetech LinkedIn: Sky-blue-technology Twitter: SkyBlue_Tech Website: www.skyblue.technology Blog: blog.skyblue.technology

Kari Peterson KARI PETERSON, PRESIDENT AND CO-FOUNDER of Sky Blue Technology, spent 14 years at Microsoft and Great Plains Software where she developed curriculum and trained Microsoft Dynamics Partners, supported new product releases and service offerings, and managed global IT projects. Kari has always been very passionate about the Microsoft Dynamics Partner community and has experience working for a Microsoft Dynamics Partner. Amy McKinnon AMY MCKINNON IS THE CHIEF EXECUTIVE OFFICER AND CO-FOUNDER of Sky Blue Technology and drives the technology and innovation side of the business. She is committed to ensuring that Sky Blue Technology leverages the latest products and solutions to help customers meet their goals and be successful. Amy has played key roles over the past 10 years in supporting Microsoft Dynamics Partners as a Microsoft Learning content e-learning developer, virtual machine developer, and project manager. Amy also has extensive experience in developing global service offerings, marketing collateral, and case studies.

CHERYL STREGE Email: Cheryl@thepartnermarketinggroup.com LinkedIn: Cherylstrege Twitter: Partnermktgrp YouTube: www.youtube.com/user/ PartnerMarketingGrp Blog: https://community.dynamics.com/b/ thepartnermarketinggroup/default.aspx

CHERYL STREGE KNOWS HOW TO HELP the technology channel achieve marketing brilliance. She has 25 years of experience to share, including 16 years as a senior marketing manager for Great Plains Software and Microsoft where she developed turnkey marketing programs and the Inner Circle program. An accomplished speaker, Cheryl works with leading software publishers, hardware manufacturers, VARs, and ISVs. Cheryl’s relentless passion is one of the many reasons she was named a Partner Marketing Advisor for Microsoft and why she has been nominated two years running as one of the most inﬂuential people in Microsoft Dynamics. A talented writer and editor, Cheryl develops marketing plans, manages projects, trains project teams, and ﬁnds new sales opportunities.

PAM MCGEE

Email: Pmcgee2@hotmail.com

PAM MCGEE IS THE PRINCIPAL OF PMCGEE CONSULTING and specializes in helping businesses get to the future instead of having their future get to them. Specialty areas that you can count on Pam for are building a culture, deﬁning shared values, coaching, leadership, and basic HR practices. Pam has more than 20 years business experience, 10 years consulting experience, and strong leadership and management skills.

PETER JOECKEL Email: Pjoeckel@turnondynamics.com Twitter: TurnOnDynamics LinkedIn: Peter Joeckel Website: www.turnondynamics.com Blog: blog.TurnOnDynamics.com

PETER JOECKEL HAS BEEN A LEADER IN MID-MARKET ERP SINCE 1986 when his company installed some of the ﬁrst network-based manufacturing systems in the country. As a business owner, Peter built and eventually sold one of the fastest-growing and forward-thinking value-added software dealerships in the country. Its success was fueled by innovative software selection techniques and an outstanding project delivery team. He sold the organization in 1999 to an e-commerce provider when it had grown in less than three years from zero to $6 million in annual revenue with more than 300 customers and 45 employees. He has assisted in the selection and implementation of hundreds of ERP solutions and has been recognized for his ability to match the right solution for a customer’s needs rather than “pushing boxes of software.” Today, Peter focuses on helping companies select and implement ERP solutions by using advanced tools and processes that increase the likelihood of successful projects. His goal is to continue to improve those tools and processes to build value for customers and provide a smooth transition from the selection to implementation process.

TRACY FALEIDE Email: Tfaleide@hotmail.com Facebook: Tfaleide Twitter: Tracyfaleide LinkedIn: Tracyfaleide

TRACY FALEIDE HAS NEARLY 30 YEARS OF EXPERIENCE IN COMMUNICATIONS, project and people management, change management, strategy alignment, and marketing. She held several communications and leadership positions at Great Plains Software and Microsoft, led her own consulting and writing business, and now serves as the storyteller (aka director of corporate communications) at Intelligent InSites, the leading provider of operational intelligence for healthcare.

SUMMER 2015 | THEPARTNERCHANNEL.COM

Have you thought about joining

The Genius Series?

Um, YES. How is this a question?

You would so rock this.

1 If you don't, somebody you know definitely should!

Do you have something better to do? I think not.

Tough call. 50-50 odds of regret tomorrow.

You're the life of the party. They need you!

You're already a genius. Get it certified!

Better hurry. Somebody might get your spot.

Join

Should

We have an idea to help you make up your mind. Take a little time out of your hectic day for some truly amazing fortune telling to see if The Genius Series is right for you. Follow the instructions below and donâ&#x20AC;&#x2122;t forget to apply to The Genius Series by July 31, 2015: www.surveymonkey.com/s/TGS1516

Fortune Teller Assembly Instructions

:[LW ! Cut out the fortune teller above, but keep these directions handy.

:[LW ! With the text side facing down, fold up all four corners of the fortune teller.

:[LW ! Does it look like this? If not, go back to step one and start over. Weâ&#x20AC;&#x2122;re beginning to doubt your future career prospects in the origami ďŹ eld.

:[LW ! Flip the paper over and fold up all four corners again.

:[LW ! Does your fortune teller look like this? No? Go back to Step 1 and start over. Um...no offense, but you could use some Genius in your life.

:[LW ! Fold in half as shown. You're almost there. For real.

:[LW ! Place your ďŹ ngers under the four paper ďŹ&#x201A;aps and work the device back and forth to form creases. Commence fortune telling for yourself, your office buddies, and your best friend.

:[LW ! You're ready to go! Remember how this goes? First pick a number. Now fold in and out as you count to that number. Which number did you land on? Repeat the fold in and out. Now pick up the corner and read your fortune?

Want more help with your fortune telling skills or The Genius Series? Contact Jenny Davis at Jenny@thepartnerchannel.com. THEPARTNERCHANNEL.COM | SUMMER 2015

The Genius Series Participation Chart Level

Time Commitment

BeneямБts

Cost

Two hours each month from September 2015 - May 2016, plus some project assignments on the side.

t -FBSO UJQT BOE USJDLT ZPV DBO BQQMZ UP ZPVS NBSLFUJOH BDUJWJUJFT t $SFBUF BDUVBM NBSLFUJOH EFMJWFSBCMFT t .BLF HSFBU DPOOFDUJPOT XJUI FYQFSUT BOE peers. t &YQBOE LOPXMFEHF PG .JDSPTPGU %ZOBNJDT community. t 3FDFJWF SFDPHOJUJPO JO WBSJPVT announcements online and in The Partner $IBOOFM .BHB[JOF

$1500

30 minutes of a class to discuss ZPVS FYQFSJFODF BOE TIBSF best practices. Possible email interactions with students after that.

t #F TFFO BT B UIPVHIU MFBEFS JO UIF community. t 3FDFJWF RVFTUJPOT UIBU NBLF ZPV UIJOL NPSF strategically about your own situation. t %FWFMPQ BOE NBJOUBJO HSFBU SFMBUJPOTIJQT with peers in the community.

One-hour presentation, prepare project assignment template in relation to your content, and CF BDDFTTJCMF PWFS FNBJM GPS RVFTUJPOT BOE DPNNFOUT BGUFS the session.

t "MM PG UIF BCPWF VOEFS i(FOJVT .FOUPSw "/%y t )FMQ ZPVS QFFST EJTDPWFS OFX UFDIOJRVFT t )POPSBCMF NFOUJPO JO 5IF 1BSUOFS $IBOOFM newsletter during the month of your presentation. t )POPSBCMF NFOUJPO JO 5IF 1BSUOFS $IBOOFM .BHB[JOF EVSJOH UIF NPOUI PG ZPVS presentation.

NJOVUF FMFWBUPS QJUDI BCPVU your solution and how it helps NBSLFUFST

t (BJO EJSFDU BDDFTT UP FOHBHFE NBSLFUFST JO the channel. t (FU B XFC CBOOFS BE PO 5IF 1BSUOFS $IBOOFM XFCTJUF GPS UXP XFFLT t )POPSBCMF NFOUJPO JO 5IF 1BSUOFS $IBOOFM newsletter during the month of your presentation. t )POPSBCMF NFOUJPO JO 5IF 1BSUOFS $IBOOFM .BHB[JOF 'BMM 8JOUFS BOE 4QSJOH

$1200

Genius Student

Genius Mentor

Genius Presenter

Genius Supporter

SUMMER 2015 | THEPARTNERCHANNEL.COM

ON THE

HOMEFRONT

Taking Time to story by *%..9 $!6)3

PLAN

few years ago I chatted with Partners who took time during the summer to get away and work on their own businesses as a team. It sounds so novel, doesn’t it? Instead of filing into the conference room or logging onto the virtual meeting once a week, people were flying to another location to talk about what they know best but perhaps focus on the least. Our team is going to take this leap at the end of July. We’re meeting in Chicago to spend a day and a half talking about what we want to accomplish in the next year. To help enrich that conversation, we’d love to hear from you. If you would be so kind as to head out to www.thepartnerchannel.com in the next couple of weeks, you’ll find a link to a feedback form where you can share your comments and/or suggestions with us. The form pivots around the following endeavors:

4(% '%.)53 3%2)%3 The Genius Series is your chance to tap into your inner genius and have it impact your career immediately. This new opportunity for personal and professional development is an in-depth, role-focused, and small-group learning opportunity for Microsoft Dynamics Partners to master their role and apply new tips and tricks to what they do every day. Students will participate in a monthly webinar class to build camaraderie with their peers while absorbing industry expertise that’s applicable to their daily tasks. The class of 2015-16 is focused on marketers excelling into geniuses and begins online in September. Applications are being accepted through July 31, 2015, and applicants are encouraged to act soon as availability is limited. Learn more at www.thepartnerchannel.com/the-genius-series. Things to consider: » Could you or somebody you know beneﬁt from this intensiﬁed training experience? » What other topics would you like to see as part of The Genius Series?

4(% 0!24.%2 #(!..%, -!'!:).% Featuring stories about people in the Microsoft Dynamics Partner community, business skill expertise provided by industry thought leaders, and fun activities such as the coveted “Find the Logo” contest, The Partner Channel Magazine delivers what you and your business need to reach and maintain success. Things to consider:

» What keeps you engaged within the magazine? » Are there topics you’d like to see us cover in future issues?

4(% ,)34 The List is THE directory of Microsoft Dynamics products and services (about 150 Partners representing over 375 products and services). Whether you’re looking for the next great Microsoft Dynamics add-on or need a service only Microsoft Dynamics Partners and ISVs can provide, The List is where it’s at! Add The List: Mobile to your phone, tablet, or computer at www.thelistmobile.com. Things to consider:

» Do you reference The List when working with your customers?

» What would make this tool even more helpful?

4(% 0!24.%2 %6%.4 We hosted a sales, marketing, and leadership-focused event from 2004 to 2012, and then hosted The Partner Connections Event with Dynamic Partner Connections in 2013 and 2014. Things to consider:

» If you attended The Partner Event in the past, do you miss it? » Does a community-wide Partner event hold value for you? Wish us luck as we turn oﬀ email and turn on the discussion in late July. And again, if you have a moment to share your thoughts about the above topics, we’d love to hear from you at www.thepartnerchannel.com.

THEPARTNERCHANNEL.COM | SUMMER 2015

NEWS Aplicor, the all-in-one business software for companies that want more than a simple bookkeeping or accounting solution, recently released version 5.0 of its flagship solution, Aplicor 3C. The newest version includes more robust cost accounting functionality via project costing, increased ease-of-use features such as email integrations, additional drop shipping capabilities, enhanced customer support through web to case, and ease of extending the application with Aplicor’s unique Extended Application Designer module. Aplicor 3C is an all-in-one solution that integrates and presents a single view of finance, operations, and marketing/sales data where it can be used to drive day-to-day decisions. This information includes enterprise resource planning (ERP), customer relationship management (CRM), and e-commerce data. Unlike traditional software offerings, however, Aplicor’s cloud-based solution doesn’t require complex, time-consuming, and prohibitively costly implementation. Learn more at www. aplicor.com. AppRiver, LLC, a leading provider of email messaging and Web security solutions, announced a 30 percent increase in channel revenue, marking its largest year-over-year increase. This tremendous channel growth in 2014 stems in part from a renewed focus on relationship management within the global Partner program and a growing relationship with Microsoft. As a result, the company now boasts that more than half of its overall revenue is driven by the channel, and it expects to see 40 percent more growth in 2015. Coffee+Dunn client Stage Stores recently won the coveted 2015 Visionary Award for Marketing Management, which is designed to recognize customers who have achieved new levels of excellence with their Microsoft technology. As one of Microsoft’s newest technologies, Microsoft Dynamics Marketing is quickly making waves in the marketplace, driving increased collaboration, visibility, and analytic insights for marketing organizations large and small. For businesses that require both private and public cloud capabilities, Concerto Cloud

Services now offers the first hybrid cloud solution that is fully integrated with Microsoft Azure, powered by the recently released Cisco Application-Centric Infrastructure (ACI) for Microsoft Cloud Platform. The all-in-one solution, which also integrates seamlessly with existing on-premise applications, provides unrivaled flexibility and costeffectiveness – a virtual private cloud for applications that require greater security or compliance and Microsoft Azure for less mission-critical functions or for rapid scalability. To read the full press release, visit www.prnewswire.com/news-releases/ concerto-announces-first-hybrid-cloudpowered-by-cisco-cloud-architecture-formicrosoft-cloud-platform-300049655.html. DATABASICS is offering a complimentary copy of its “OCR for Expense Receipts” whitepaper. This helpful resource paper includes “Top 10 Questions about OCR” and explains what to expect from an expense reporting vendor’s OCR offering. To gain access and download a copy of the whitepaper, visit the company’s Resource Library at www.data-basics.com/resources/. deFacto Global, Inc. announces the new deFacto Business Modeler on the Azure Cloud. deFacto puts the power of intelligent and timely decision making, planning, and execution at the fingertips of any business manager. Using deFacto’s Business Modeler, business users can develop a model of their business, then use driver-based tools – including what-if analysis, scenarios assessment, budgeting, and forecasting – to help those managers evaluate the financial and operational impact of any set of business decisions or strategy, set goals, execute, and manage their performance. Visit www.defactoglobal.com for more info. DQ Global®, a leading provider of data quality software solutions, announced the launch of DQ Perfect & Merge™ Online for Microsoft Dynamics CRM. Perfect & Merge Software is more powerful than the out-of-the-box duplicate detection in Microsoft Dynamics CRM and allows for multi-record merge. DQ Perfect & Merge embeds directly into

Microsoft Dynamics CRM on-premises and now online with a plugin that allows users to review and process duplicate records. eFolder, a leading supplier of business continuity and cloud file sync solutions for the IT channel, announced at the Autotask Community Live 2015 tradeshow a partnership with Replibit and general availability of eFolder BDR for Replibit. Bundling Replibit software and the eFolder Cloud, eFolder BDR for Replibit enables IT service providers to deliver a profitable, end-to-end business continuity service to their clients. eFolder BDR for Replibit is an image-based backup and disaster recovery service that captures backups of a server every few minutes and efficiently replicates those images to the eFolder Cloud, providing fast local or offsite recovery in the event of a server failure or site-wide disaster. For more information, visit www.efolder.net and follow on Twitter: @eFolder. The Pacific Northwest’s leading Microsoft Dynamics provider, Fine Solutions, announced that it is acquiring Eugene, Oregon-based Borek Business Solutions. Borek has been serving Oregon and Washington clients for nearly two decades with Microsoft Dynamics GP. Fine Solutions will absorb Borek Business Solutions and its expertise in Microsoft Dynamics GP service, support, implementation, and training to expand its regional focus, which includes Washington, Oregon, Idaho, and California. The acquisition increases resources and accelerates Fine Solutions’ go-to-market strategies focusing on services and integrations around Microsoft Dynamics GP, such as Microsoft Dynamics CRM, Management Reporter, and SQL Server Reporting Services. For more information, visit www.fine.com or call 877-777-FINE. Flintfox International, a leading global provider of revenue management software solutions and services, announced that it would be partnering with ZAP to deliver strategic industry analytics in conjunction with its trade promotion management software solutions. Flintfox’s advanced pricing and trade promotion

Got news? Share it with us at www.thepartnerchannel.com/magazine under “News,” and we’ll print it in the Fall 2015 issue of the magazine. 12

SUMMER 2015 | THEPARTNERCHANNEL.COM

management solutions for Microsoft Dynamics help manufacturers and distributors understand and execute optimal revenue models. A Microsoft Global ISV, Flintfox solutions are focused on improving operational efficiency auditory compliance, enabling scalable growth, and improving responsiveness across sales channels. ZAP provides a unique, out-of-thebox business intelligence solution by using its deep industry expertise and data analysis skills to create solutions for Microsoft Dynamics with industry focuses. ZAP deployments are rapid, deliver immediate outcomes, are tailored for each user in an enterprise, and provide organizations with BI self-sufficiency. For more information, visit www.flintfox.com or www.zapbi.com. Horizons International announced the completion of code releases for all of its products to support compatibility with the recent release of Microsoft Dynamics GP 2015. The full range of software modules benefiting from these enhancements includes: Horizons Manufacturing Suite, Product Configurator, Item Pricing Matrix, and Quality Essentials Suite. Rolling out code upgrades

to ensure compatibility with the most recent Microsoft Dynamics GP release is an effort the company has always prided itself on. To read the full press release, visit http://www. qualityessentialssuite.com/qes-press-releases/ horizons-manufacturing-for-gp2015/. LyntonWeb, one of the fastest-growing managed inbound marketing and web design agencies in the country, in partnership with data integration leader Scribe Software, announced Integrate HubSpot – a new low-cost, easy-to-deploy SaaS solution that integrates the HubSpot marketing automation platform with Microsoft Dynamics CRM. Built on the Scribe Online integration platform as a service (iPaaS), Integrate HubSpot offers two-way, self-tailored data synchronization between HubSpot and Microsoft Dynamics CRM and allows companies to purchase, configure, and deploy the integration in just a couple of hours using LyntonWeb’s self-service portal. For more information on Integrate HubSpot, visit www.integratehubspot.com. TrinSoft welcomes Nikki Russell to its TrinDocs team. Nikki is a TrinDocs sales

development and support specialist with responsibilities including marketing and lead generation, demo scheduling and presenting, and providing administration and support services to TrinDocs clients. Previously Nikki worked as an accounts payable team leader at ProLift Industrial Equipment where she also served as the company administrator for TrinDocs. She has more than 20 years of experience with accounts payable systems, process improvement management, teaching, and sales. As a trusted Partner, TrinSoft helps companies automate processes and transactions to be more efficient and save money. For more information, visit www. trinsoft.com, www.trindocs.com, or www. trinsoft-it.com. Vertex SMB introduces its new returns-only offering that enables use of tax data from any source to automate the creation of sales and use tax returns. Now, small and mediumsized businesses can import tax data from any financial system regardless of their ERP or ecommerce provider to generate accurate and compliant returns. For more information, visit www.vertexsmb.com.

THEPARTNERCHANNEL.COM | SUMMER 2015

EVENTS *5,9

/#4/"%2

./6%-"%2

Microsoft Worldwide Partner Conference

Partner Pre-Game

Convergence 2015 EMEA

July 12-16 | Orlando, FL https://mspartner.microsoft.com/en/us

October 13 | Reno, NV www.dynamicpartnerconnections.com

November 30-December 3 Barcelona, Spain www.microsoft.com/convergence

Microsoft Dynamics AX Summer Institute July 13-August 7 | Fargo, ND https://training.partner.microsoft.com

AXUG Summit October 13-16 | Reno, NV www.axugsummit.com

CRMUG Summit

!5'534 Microsoft Dynamics US FY16 Kick Off August 18-21 | Nashville, TN www.usdynamicsevents.com

3%04%-"%2

October 13-16 | Reno, NV www.crmugsummit.com

3!6% 4(% $!4% Convergence 2016 New Orleans April 4-7 | New Orleans, LA www.microsoft.com/convergence

GPUG Summit October 13-16 | Reno, NV www.gpugsummit.com

reIMAGINE 2015

NAVUG Summit

September 21-23 | Fargo, ND www.reimagine2015.com

October 13-16 | Reno, NV www.navugsummit.com

NAV Directions 2015 October 25-28 | Orlando, FL www.navdirections.com

Upcoming Events? Going somewhere, but it’s not on the list? Let us know, and we’ll include it in the next issue! Go to www.thepartnerchannel.com/magazine under “Calling All Events!” to submit details. 14

SUMMER 2015 | THEPARTNERCHANNEL.COM

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LEADERSHIP

SA LE S

M A R K ETI NG

R E S I L I E N C E The 21st Century Competitive Edge

SUMMER 2015 | THEPARTNERCHANNEL.COM

story by PAM McGEE | illustration by SHAWN OLSON

hange has become the norm. Change is dumped on us from external market factors, like needing an app with any viable piece of software to remain relevant, like needing to adjust to massive changes in margins, programs, and relationships at Microsoft, like needing to understand how to replace the mass amount of baby boomers (who carry the IP in their heads) that will be exiting your workplace or at least slowing down, like needing to figure out an exit plan if you are the CEO and wanting to finally retire, like, like, like…you fill in the blank. What this article is not about is typical change management and transition. While that topic is important, this article is about another skill proven to help individuals, leaders, and companies rise to the challenge. The skill is resilience, mostly touted as the number one key differentiator in employees, leaders, and successful companies. What is this magic skill, resilience? How do you assess it? Can anyone learn it? Does it really make a difference? Resilience is not “grit”. Grit, as defined by psychologist and TED Talk presenter Angela Lee Duckworth, is a skill to persevere, to marshal on, to plow through, and to keep going. Although that skill is massively important, it is not resilience. It is not being able to just manage stress or remain calm in highly tenuous situations. It is not about being decisive, knowing or anticipating changes, or even crafting a plan. It’s about having something expected or unexpected happen (maybe even a major setback) and having the ability to bounce back. It’s about being able to regroup when you don’t feel calm and you’ve had a major setback. As grit is plowing through, resilience is bouncing back. Resilience is a mindset, an outlook, a behavior, a plan, all rolled into one. It is not tenaciously doing the same thing. For example, think about software as a service. A major setback in software is that software is not only product, implementation, margins, training, and integration. Software is also a service; how do you help businesses “pay you” for your technical skills and your managerial and business analytics that assist them in making decisions, gaining market share, and improving ROI? I wish I had the number of software companies that existed five years ago and are no longer in business. My hunch is the number is large and the impact was huge on people’s lives – the people in the bankrupt company, the families of those people, and the customers of those companies who had major setbacks. Resilience – the ability to bounce back – might have helped them make the leap forward instead of backwards, or worse yet, no leap at all. Resilience can be learned and it can be taught; however, the goal is not to assess how resilient you are; the goal is to assess how we can learn resilient behaviors and raise our threshold for bouncing back. It is gaining an understanding of what people who have bounced back quickly from trauma, workplace disappointment, and stressful competitors have in common. Think about a particular setback you have experienced in the last six months. As you continue to read about resilience, rate yourself as a 1 – crashed and burned and am still on fire; 2 – did average but am still struggling; or 3 – led others with being able to bounce back. According to psychologist Charles Spielberger, building your resilience threshold involves five behaviors: » Ask for Help » Learn Something New » Face Uncomfortable Emotions and Situations » Manage Your Energy » Create a Positive Outlook

THEPARTNERCHANNEL.COM | SUMMER 2015

ASK FOR HELP Resilient companies reach out to employees and ask for help. They gather their ideas for turning the company around, dealing with the major setbacks, or just plain gaining advice on what they can do differently to weather the storm. Resilient individuals are able to ask for help, without pushing the problem or delegating the issue, but genuinely asking for help with a project, with support for doing something different, or with a way to deliver stellar customer service. Being able to bounce back begins with acknowledging the struggle. The number one failure is, in a very “gritty” manner, continuing to plow instead of bounce. Theoretically, plowing means you go the same way, and bouncing means you spring back and go in a different direction. Think about what a super ball does when you bounce it on the floor. It very rarely follows the same path.

LEARN SOMETHING NEW Learning something new is a mindset and a habit. People who trust they can learn something new have an innate ability to remain calmer when faced with adversity. They know how to redirect, how to learn a new skill to improve their relevancy, etc. For example, during the recent CRM certificate process offered at Minnesota State University Moorhead, one tenured, 30-year seasoned professor took the classes, studied with the students, and learned a new skill. Although the technology was a new terrain for her, she bounced back when she didn’t understand, and she earned an A. Psychologists indicate that she has raised her resilience threshold and will be more resilient when faced with a teaching setback. She knows she can learn and trusts she will be competent and relevant. Learning a new skill teaches you how to be a novice and how to fail. No one ever hits a home run the first time they pick up a bat, or if they do, it is rare. Recently I began piano lessons. I’m 50 years old; my son and daughter are 11 and 14 and have been playing for five years. I learned the humility and setbacks of drawing a blank during a recent recital. I failed. I learned that even though I failed, I had support; the sting dwindled after a few days, and I realized I needed to practice more. I can apply those skills to almost anything when faced with a major setback. Learning organization is not a new concept; Peter Senge introduced it in the late ’80s. However, companies that take the time to learn regroup, redirect, and redefine are rare. It is hard to cross the chasm when you are steering the boat through a torrential storm and relying on revenue from the current business model.

People who trust they can learn something new have an innate ability to remain calmer when faced with adversity. FACE UNCOMFORTABLE EMOTIONS AND SITUATIONS Learning something new can create uncomfortable situations, like getting up in front of an audience of 50 people to do my recital with 20 grade-school children. It taught me that I can sit with that pit in my stomach and nothing bad is going to happen. When you face a major setback, as a leader it is important that you acknowledge the awkward moment, listen, empathize with others, and continue to see a bright future. There is always a rainbow after it rains, and sometimes the most magniﬁcent rainbows follow the most destructive weather. What a leader can easily do is get caught in a downward spiral and continue to profess the demise of the current situation. Resilient leaders acknowledge and help paint a picture forward. Don’t keep drawing the same canvas over and over again.

SUMMER 2015 | THEPARTNERCHANNEL.COM

MANAGE YOUR ENERGY Do you know what your natural rhythm is? Do you know when you can tackle the toughest of the tough? I know that if I am going to tackle the skeleton in my closet, I am not doing it before 10 a.m. I have a tendency to be a night owl, and my tired brain gets me in trouble. Know your energy, manage it, and use it to your beneﬁt when you are crafting resilience and raising your threshold. Also, know what you can do to restore. Do you need to take a long walk, get a pedicure, share a good cry with a friend, have a night out on the town to be silly, or just schedule a plain old action planning session? As a leader, you need to help your team restore by bringing them together as a group and one on one. For example, one healthcare team facing a major setback took the team on a mystery bus tour, meaning the team didn’t know the destination when they boarded the bus. The bus ride, the laughs, the tears, the break allowed them to regroup. I believe they faced Monday morning issues with a little more bounce after taking the time to pause.

So, back to the issue you identified as your major setback. How’d you do on each of these five categories? If you failed all of them, chin up, bounce back, and pick one that you can do this next week to build resilience for the next major setback. If you excelled at most of them, consider yourself a resilient leader and share your skill with your team, your company, and your community. Being thrown a curveball doesn’t mean you can’t hit a home run; it just means you have to practice and hold the bat differently.

CREATE A POSITIVE OUTLOOK I can’t believe I am writing that because for those of you who know me, being a positive person has not been my strong suit. I am a project manager that loves to solve problems, deal with the gangliest of people, take a strong stand, and poke the bear when I should and shouldn’t. However, with the recent illness of my dad, I have learned that positive thinking is sometimes the only thing that you have. A great psychologist, Martin Seligman, studied hope and optimism for many years. Although I got a negative number on my ﬁrst take of the Learned Optimism test (true story), I have learned from some of the best and was even called a positive and optimistic person the other day. I turned my head to see who they were talking about, because that was a new label for me. If I can do it, so can you. If you are naturally a positive person, consider it a gift; if you are not, work at it, and it will evolve. It doesn’t mean being fake, or covering up issues, it just means that after it is all said and done, you know you can bounce back. THEPARTNERCHANNEL.COM | SUMMER 2015

SALES

M A R K ETI NG

L E A DE R S H I P

How Well Do Your

Sales Marketing Teams Work and

Together?

SUMMER 2015 | THEPARTNERCHANNEL.COM

story by AMY McKINNON AND

KARI PETERSON illustration by SHAWN OLSON

he consumer and corporate purchase landscape is in the midst of the largest overhaul in recorded history: The digital age has brought about many changes, but one of the most dynamic shifts is how we approach the conventional sale of goods and services. Truthfully, the roles of salespeople used to be much more clearly defined, but today, those lines have blurred significantly as the “traditional salesperson” takes on much more of a marketing and administrative approach than ever before. As business owners, we can all think of the rock star salespeople who have worked for us — or at least one salesperson that we wish did. We hire them because of their innate ability to open doors and close deals, yet today’s salespeople are spending less than half of their time actually selling¹. The cause of this shift lies in how the digital age has re-sculpted the customer journey: While there once used to be a clean break where marketing handed off and sales took over, those days as we know it are gone. And sure, while marketing automation and CRM software are powerful tools, they haven’t yet evolved to address the gap in traditional marketing and sales systems in a way that helps salespeople become better marketers. Here are some of the most common pain points we’ve seen sales professionals experience when attempting to integrate marketing efforts into the sales cycle, and a few ideas to better remedy these situations in a swift manner:

MARKETING AND ADMIN TASKS ARE TAKING A BIG CHUNK OF YOUR SALES TEAM’S TIME. Salespeople are in place to sell, but the digital age has tossed them the added responsibilities of marketing and administrative tasks, which can be a huge drag on their time. This creates very ineﬃcient practices within an organization and results in sales, marketing, and management all becoming frustrated. In order to change this, we must continue to evolve and innovate alongside the customer. The reality is, marketing works. Sales works. But

THEPARTNERCHANNEL.COM | SUMMER 2015

now more than ever before, they must work together in perfect harmony and direction in order to be most effective in today’s marketplace. When you are able to combine these into one unified effort with perfect feedback and communication, you unlock a powerful approach that is tailored to the modern needs of the 21st century. Of course we all feel like we have the best marketing and salespeople and that we have armed them with the most sophisticated and advanced tools available. The fact of the matter is, however, that sales, marketing, and their respective tools still fall under separate silos.

MARKETING DOESN’T HAVE TIME TO SUPPORT SALES WITH EACH 1:1 INTERACTION. There needs to be a better way to “commoditize” 1:1 engagement so it has a personalized look and feel without the time and costs associated. In a study conducted by the Harvard Business Review, they found that by the time a customer engages you, they have already completed nearly 60 percent of the purchasing decision². There is clearly a blur between where we draw the line between sales and marketing. Businesses these days are receiving inquiries or orders for their products and services from what seems to be completely out of the blue. Orders like this were nonexistent a decade ago, yet now we barely think twice when we gain a new customer that we had no direct contact with before.

The shift we are seeing unearths a deeper issue of it being much more important to understand how people and businesses buy rather than why they buy. MARKETING AND SALES LACK INSIGHT ON THE EFFECTIVENESS OF THEIR COLLATERAL. The shift we are seeing unearths a deeper issue of it being much more important to understand how people and businesses buy rather than why they buy. Many prominent companies have exploited this change without it being obvious to the consumer. Amazon, for instance, cares much less about why you buy a certain type of grocery but is shifting its operations to innovate how you buy things. From online ordering to drone delivery, we are seeing the consumer as a diﬀerent animal than once before. This is clearly a simple example, but the same principles apply to how businesses make purchases. An integrated marketing tool is crucial for success moving forward. These types of platforms allow salespeople to see when prospects have viewed the custom-branded experiences and for how long. This provides them with the ability to follow up with a targeted message and nurture prospects in a unique

SUMMER 2015 | THEPARTNERCHANNEL.COM

way. Additionally, the days of finding a time to set up an online webinar or software demo are over, since integrated platforms allow people to demo your software on their own time within a virtual machine. In turn, the marketing team is happy because all of their materials are being used effectively, and the sales team is happy because they no longer have to search for the latest videos or collateral to send out to prospects. As CEOs and managers, it is difficult to look objectively at the effectiveness of our teams in which we have invested so many resources. The truth is, salespeople are spending way too much of their time on activities outside of selling, marketers are frustrated that the content they create is not being used or not being used effectively, and the feedback loop that allows both teams to be more effective is broken. In order to stay innovative, we must honestly look at how well our sales and marketing teams are working together. Instead of arming them with tools to work independently of each other, we need to provide tools that link the platforms together and allow both teams to focus on what they are great at, while providing feedback around how they can collectively improve. Amy McKinnon and Kari Peterson co-founded Sky Blue Technology to provide Partners with intelligent touch point services to help them deliver personalized prospect experiences in the cloud. You can learn more about Sky Blue Technology at www.skyblue.technology or by email: Amckinnon@skyblue.technology or Kpeterson@skyblue.technology. 1 2

Aberdeen Group, April 21, 2015, “Better Buyer Connections = Stronger Sales Enablement Results” by Peter Ostrow. Harvard Business Review, July-August 2012 issue, “The End of Solution Sales” by Brent Adamson, Matthew Dixon, and Nicholas Toman.

THEPARTNERCHANNEL.COM | SUMMER 2015

CONTEST

Summer 2015

SALES

Note: This is not the hidden logo!

Wanda Rowden of Team Technology found the hidden logo in Chris Elmore’s “How Going Vertical Saved My Company” article on page 18 of the Spring 2015 magazine.

MARK MA RKET RK ETIN ET ING IN G

LEAD LE ADER AD ERSH ER SHIP SH IP

How

GOING VERTICAL

Let’s give it another try. The submission rules for this quarter’s contest are the same – log on to www.thepartnerchannel.com/magazine under “Find the Logo Contest” to let us know where you think the logo is located. A winner will be drawn at random and will receive a cool gift that’s sure to point you in the right direction every day!

Saved My Company

SPRING 2015 | THEPARTNERCHANNEL.COM

SPRING 2015 Location

Here’s a list of places where our logo usually appears, thus making them null and void when it comes to this contest: WINTER 2012

www.thepartnerchannel.com

contents 7INTER s 4HE 0ARTNER #HANNEL ® Magazine

IN EVERY ISSUE

FEATURES

Contributors

How Trustworthy Are You?

Surely on Santa’s Nice List

SETTING THE

Direction

FOR THE NEW YEAR

TPC Caption Contest and Results

On the Homefront

DEPARTMENTS

Sounds Like a Relationship

Leadership

12 News

Celebrating the Good in the Community

Events Planning Winter Through Spring 2012

Word-A-Ganza

Convergence Tip of the Week Festival

Electronic Signature 101

My Team is in the Van. Where Do We Go Now?

You Can’t Go With the Flow if You’re Stuck in a Box

Mark Albrecht, Microsoft

Sales

TPC Interview

ISV Proﬁle Panatrack, Inc.

CLOUD

Members Only Corner

COMPENSATION

5280 Solutions

PLAN THAT WORKS

The Entrepreneurs’ Corner

Logo Contest

A Greeting from TPC

Make 2012 The Year That You Keep Your Promises

TPC Photo Caption

CONTEST

When Customers Sell for You

A Compensation Plan That Works

VAR Proﬁle The Resource Group

Marketing

Marketing Stickiness

The List Updated and Ready for You Each Quarter

Out With the In With the

OLD NEW

Front cover

Advertiser Index The Product Experts

What could Jesse Byam possibily be thinking about?

Simply email your caption to Jenny at Jenny@thepartnerchannel.com. Submissions will be judged on creativity, relevance, and sense of humor. The prize for this contest

is two (2) tickets to your local cinema.

Out With the Old, In With the New

Keep it clean folks, because in addition to printing this edition’s winning captions, we’ll also print all the other entries we receive.

Follow the Yellow Brick Road

A publication dedicated to building a community for Partners THEPARTNERCHANNEL.COM | WINTER 2012

Table of contents

THEPARTNERCHANNEL.COM | WINTER 2012

Photo caption page

The end of each article

Any graphics that have the TPC logo as a main element (note: the hidden logo may be located within that graphic, but it’s not going to be plain-as-day!)

THEPARTNERCHANNEL.COM | SUMMER 2015

MARKETING

L E A DE R S H I P

Are You

Insane? PLAN DIFFERENTLY

story by CHERYL STREGE illustration by MATT MASTRUD

s the Microsoft ďŹ scal year closes and the dog days of summer approach, the timing couldnâ&#x20AC;&#x2122;t be better for some reďŹ&#x201A;ection on the health of your marketing practice. After all, summer is a great time to not only set some marketing goals, but also actually EXECUTE those tactics so youâ&#x20AC;&#x2122;re more than ready for the fall and winter selling season. But before jumping into the next 12 months of strategies and tactics, itâ&#x20AC;&#x2122;s good to ask yourself a few questions, such asâ&#x20AC;Ś Âť Did I invest in enough â&#x20AC;&#x153;outboundâ&#x20AC;? lead generation tactics in the past 12 months to support and feed the sales pipeline? t *G ZFT UIFO DPOHSBUT :PV SF JO B NVDI better position than many of your Microsoft Dynamics colleagues. t *G OP XIZ OPU *EFOUJGZ UIF PCTUBDMFT Was it due to lack of time, lack of money, lack of direction, or just not knowing WHAT to do, so consequently, nothing was done? Âť Did I dial up my social presence (regular blog posts and social media posts) with awesome content that my audience viewed, consumed, liked, and shared? 26

SUMMER 2015 | THEPARTNERCHANNEL.COM

SA LE S

t *G ZFT EPO U MFU VQ PO UIF HBT *U UBLFT UJNF CVU ZPV XJMM TFF UIF QBZPÄ&#x2030; WJB JODSFBTFE USBÄ&#x160;D BOE WJTJUPST And eventually, leads in the pipeline. t *G OP DPNNJU UP JU OPX XJUI BO FEJUPSJBM DBMFOEBS TP ZPV DBO VTF UIF TVNNFS NPOUIT UP CVJME PVU B great repository of blog posts and other knowledgeable social content. t $SFBUJOH UIF DBMFOEBS JT FBTZ *U T UIF FYFDVUJPO UIBU T OPU BT FBTZ CVU ZPV BMSFBEZ LOPX UIBU Âť Did I invest in making my website more of a lead generation tool and less of an online brochure? t *G ZFT XFMM EPOF :PV MJLFMZ IBWF B DPOUJOVJOH TPVSDF PG GSFTI DPOUFOU UP QPQVMBUF UIF TJUF B TUSBUFHZ UP convert visitors to prospects, a search engine optimization (SEO) plan, and industry-speciďŹ c content to PQUJNJ[F ÍłJT BMM SFTVMUT JO VTJOH UIF XFCTJUF UP HFOFSBUF MFBET t *G OP BT JO iOP MFBET DBNF UISPVHI NZ XFCTJUF JO UIF MBTU ZFBSw UIFSF BSF MJLFMZ TPNF GPVOEBUJPOBM UIJOHT impeding your ability to attract and convert visitors. Get some external help and FIX this over the summer before that fall inďŹ&#x201A;ux of qualiďŹ ed prospects starts searching for an ERP or CRM provider. I could go on, but you get the idea. As Albert Einstein said, â&#x20AC;&#x153;Insanity is doing the same things over and over FYQFDUJOH B EJÄ&#x2030;FSFOU SFTVMU w *G ZPV EJEO U BOTXFS :&4 UP BMM UISFF RVFTUJPOT BCPWF EPO U DPOUJOVF UP EP UIF TBNF NBSLFUJOH UIJOHT PWFS BOE PWFS 1MBO ZPVS NBSLFUJOH JOWFTUNFOU EJÄ&#x2030;FSFOUMZ UIJT ZFBS

WHAT NEEDS TO CHANGE? *G B 1BSUOFS BTLFE UIF RVFTUJPO i8IBU DBO * EP EJÄ&#x2030;FSFOUMZ PWFS UIF TVNNFS UP FOTVSF NZ CVTJOFTT TVSWJWFT BOE HSPXT JO ': w * XPVME BOTXFS XJUI BCPVU UIJOHT PS NPSF CBTFE PO XIBU * WF TFFO XPSLJOH JO UIF MBTU ZFBS But for the sake of brevity, Iâ&#x20AC;&#x2122;ll limit my answer to the top two: Âť 8FCTJUF XFCTJUF XFCTJUF ÍłBU T OPU UISFF UIJOHT KVTU USJQMF FNQIBTJT PO B TJOHMF QPJOU :PVS XFCTJUF JT ZPVS branding team, your marketing team, your pre-sales team, your sales team, and your â&#x20AC;&#x153;closerâ&#x20AC;?. Thereâ&#x20AC;&#x2122;s just no FYDVTF BOZNPSF GPS B EFTJHO GSPN UIF T PVUEBUFE DPQZ EVQMJDBUF DPQZ OP NPSF VTJOH UIPTF iXFCTJUFT JO B CPYw XJUIPVU QFSTPOBMJ[JOH UIF DPOUFOU BOE B MBDL PG PÄ&#x2030;FST UP DPOWFSU WJTJUPST UP QSPTQFDUT 5P HFU TUBSUFE 1BSUOFS4PVSDF JT MPBEFE XJUI FYDFMMFOU &31 PÄ&#x2030;FST IUUQT NCT NJDSPTPGU DPN QBSUOFSTPVSDF OPSUIBNFSJDB TBMFT NBSLFUJOH QSPEVDU TUSBUFHZ EJSFDUJPO .4%:/@&317PMVNFJO4.#DBNQBJHO UP IFMQ ZPV HFU your website populated with content that prospects want to view, download, share, register for, or opt-in to receive. /05& (SFBU DPOUFOU DPOWFSUT WJTJUPST UP MFBET 'PS FYBNQMF BT NVDI BT * IBUF UP mMM PVU UIF )VC4QPU form each time I go to their website, I do it because they have excellent content thatâ&#x20AC;&#x2122;s relevant to TPNFUIJOH * N SFTFBSDIJOH :PV DBO BDDPNQMJTI UIF TBNF UIJOH )VC4QPU EPFT CZ DSFBUJOH QVCMJTIJOH and distributing unique original content that draws your prospects in like ants to your picnic table. -BTUMZ NBLF JU B HPBM JO ': UP iPXOw B LFZXPSE QISBTF /P * N OPU UBMLJOH BCPVU i&31 TPGUXBSFw PS iOPO proďŹ t accounting softwareâ&#x20AC;?. Those are too competitive, and youâ&#x20AC;&#x2122;ll never outspend the players already there. But ZPV $"/ PXO GPS FYBNQMF iOPO QSPmU BDDPVOUJOH TPGUXBSF SFTFMMFS ,BOTBT $JUZw XJUI UBJMPSFE XFCTJUF DPQZ a landing page just for your non-proďŹ t prospects, unique thought leadership eBooks, a lot of blog posts and articles on the topic, and socially shared non-proďŹ t content. Believe me, it works. Âť Planned customer advocacy. The key word here is â&#x20AC;&#x153;plannedâ&#x20AC;? and not â&#x20AC;&#x153;uh-oh, I forgot about talking to our best customersâ&#x20AC;?. I realize we all think of referrals when this topic comes up. Referrals bring new revenue into the company, are easy to track, and are easy to show ROI from. But I challenge you to think beyond referrals in the year ahead and focus on a more encompassing and programmatic way to use your customer advocates:

HACKING YOUR MARKETING

Hacks are a popular topic these days, from hacking your brain to hacking your life. Take note of a few of these hacks below: Âť Download your free eBook, â&#x20AC;&#x153;Beyond the Referral: How Technology Resellers BeneďŹ t from a Customer Advocacy Programâ&#x20AC;? from The Partner Marketing Group: www.thepartnermarketinggroup.com/marketing-resources Âť Not sure if your website meets Googleâ&#x20AC;&#x2122;s new mobile-friendly standards? Test it here: www.google.com/webmasters/ tools/mobile-friendly Âť What does your website look like on all sorts of mobile devices? Check it out on this cool (free) tool: www.responsinator.com Âť Want more website trafďŹ c? Want to compare your siteâ&#x20AC;&#x2122;s SEO score against your top three competitorsâ&#x20AC;&#x2122; scores? (I do, and I did!) Go to www.quicksprout.com for a free analysis.

THEPARTNERCHANNEL.COM | SUMMER 2015

t Stories: 4VDDFTTGVM DVTUPNFS TUPSJFT BSF UIF NPTU FÄ&#x2030;FDUJWF DSFEJCJMJUZ UPPM ZPV IBWF ÍłJT DBO CF JO UIF form of case studies and testimonials (including videos), blogs and press releases, or even simple quotes that you can post on your website and social media properties. t Reviews: Possibly one of the easiest, yet very powerful, actions an advocate can take is publishing re views about your products and services. Leading software publishers (think Microsoft Pinpoint) are making reviews a key piece of their â&#x20AC;&#x153;ďŹ nd a Partnerâ&#x20AC;? solution portals. LinkedIn, of course, has its â&#x20AC;&#x153;recommendâ&#x20AC;? function. t Awards: Almost all software publishers have awards for their channel and most are going to be based PO DVTUPNFS FOHBHFNFOU :PVS DVTUPNFS T SPMF JO UIJT DBO CF BT TJNQMF BT QFSNJTTJPO UP BQQMZ PS BT resource-intensive as attending an event with you and speaking about the experience. t Social Media: Everyone looks on social media to see what people are saying about you. Be connected and engaged with your customers so they can easily share your messages. Post items of value like eBooks and white papers that make your customers look good when they share them. t Referrals: Of course, the bottom line (and most valuable of all the customer advocate actions) is the direct referral. We all love them but often lack the programmatic approach to identifying, asking, and thanking our customer advocates for putting themselves on the line to refer a colleague. That said, I hope that I, or perhaps Albert Einstein, have inspired you to enact some changes to your marketing QMBO GPS UIF TVNNFS UIBU XJMM QBZ PÄ&#x2030; JO SFNBSLBCMF XBZT PWFS UIF OFYU NPOUIT /PX HFU PVU UIFSF BOE HFU TUBSUFE o TVNNFS XJMM CF PWFS CFGPSF XF LOPX JU If youâ&#x20AC;&#x2122;re not insane and want to change up your marketing to get a diďŹ&#x20AC;erent result, download the free eBook on customer advocacy at www.thepartnermarketinggroup.com/marketing-resources, then contact Cheryl Strege at Cheryl@thepartnermarketinggroup.com or 605-574-9432 to take advantage of the Beyond the Referral program. Think diďŹ&#x20AC;erently, execute diďŹ&#x20AC;erently, and grow your business in FY16.

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automate

attach

distribute

Utilize your existing report templates and contact lists from Dynamics AX, GP, SL and NAV to distribute forms like invoices, POs, & reports, even attachments.

Just print the way you always have; but, select the Liaison Messenger print driver. Liaison Messenger EDD will distribute everything simultaneously.

Auto-attach files like; unpaid invoices with AR statements, MSDS with shipping documents, installation specs & invoices. You create the rules!!!

Print, email, fax, ftp, archive, encrypt, assemble, sort, convert, split, batch, burst, even password protect any form or report and then send, store or print it.

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SUMMER 2015 | THEPARTNERCHANNEL.COM

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SYPNIO – ONE TRUSTED ACA REPORTING ENGINE

t Deep internal reporting for Affordable Care Act tracking of eligibility and testing of affordability, to manage penalty risk t Prints and generates e-file for IRS Form 1095-C and identifies the employees who need to get it t Generates and can e-file Form 1094-C for the IRS – including the unified reporting mandatory for commonly controlled or affiliated groups t Populates Part III of IRS Form 1094-C for employers who offer self-insured plans t Well-informed support – including monthly webinars for users and resellers, respectively

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Contact us to become a reseller of Options 1 and 2, or for referral to resellers of Sypnio ACA Solution Bundle (Option 3). www.sypnio.com/resellers

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TPC INTERVIEW

Victor

Morales vice president of Microsoft Dynamics Partner programs and sales Victor Morales joined Microsoft in December 2014 as vice president of Microsoft Dynamics Partner programs and sales. The Partner Channel spoke with Victor after he had spent time on the road meeting Partners and had experienced his ďŹ rst Convergence event.

The Partner Channel (TPC): With nearly six months and one major event down, howâ&#x20AC;&#x2122;s it going? Victor Morales (VM): Itâ&#x20AC;&#x2122;s going really well. There is a lot of breadth and depth to this role as we serve a broad base of customers, and the Partner channel itself is quite large and diverse. Weâ&#x20AC;&#x2122;re making progress across the board, from SMB and managed Partners to GSIs and corporate accounts, and I feel very good about where weâ&#x20AC;&#x2122;re at and what weâ&#x20AC;&#x2122;re doing. TPC: What have you learned most in your conversations with Partners? VM: Partners are moving towards industry specialization, which I encourage and applaud. In order to gain credibility with clients, Partners need to speak their language. Some of our most successful 1BSUOFST IBWF EFWFMPQFE UIBU BOE BSF EJÄ&#x2030;FSFOUJBUJOH UIFNTFMWFT JO that way. Another thing thatâ&#x20AC;&#x2122;s apparent is the need for simpliďŹ cation with 30

SUMMER 2015 | THEPARTNERCHANNEL.COM

our compensation plans. It will be a journey, but we will be taking UIPTF TUFQT JO ': TPC: In your conversations, what diďŹ&#x20AC;erentiates the Microsoft Dynamics channel from others in the industry? Any surprises? VM: One of the areas where this channel separates itself from others is its membersâ&#x20AC;&#x2122; knowledge of the products and their ability to deliver value to the customer in a meaningful way. We have a very special HSPVQ PG 1BSUOFST UIBU SFBMMZ BSF DPSF FYQFSUT JO EJÄ&#x2030;FSFOUJBUJOH B product set. Those skills and capabilities are amazing and have been a positive surprise. Weâ&#x20AC;&#x2122;ve delivered some really great results through working with Microsoft and Partners, and we expect that to continue moving forward. TPC: This was your ďŹ rst Convergence, and it was announced that the event would shift to be the customer event for Microsoft,

instead of a sole focus on Microsoft Dynamics. That change brought a lot of sadness to the SMB Partner audience. How do you see Convergence moving forward while carrying the legacy of what the event has meant to this crowd? VM: SpeciďŹ c to the SMB community, I recognize the importance of that segment of our business and the role those members have played over the years. 'PS ': XF SF HPJOH UP DIBOHF PVS PSH blueprint and place even more emphasis on that part of our business. We recently announced Microsoft Dynamics CRM Online in Microsoft Open and will be announcing even more programs at WPC to sharpen our focus in SMB. TPC: Weâ&#x20AC;&#x2122;re coming up on your ďŹ rst WPC. What are your plans for that event? VM: Anytime thereâ&#x20AC;&#x2122;s a ďŹ rst time, itâ&#x20AC;&#x2122;s a learning experience, and I look forward to participating. There are a number of Partner executives that I have yet to meet, and I plan on meeting them while weâ&#x20AC;&#x2122;re there. From a content perspective, we intend to provide sessions around Microsoft Dynamics AX, Microsoft Dynamics CRM, Microsoft Dynamics SMB, the Academic Alliance, enterprise Partners, industry perspective, Partner recruiting, and best practices for proďŹ table businesses. TPC: On the recruiting end, what are you hearing from prospective Partners regarding the Microsoft Dynamics opportunity? VM: We need to continue to help on tight linkage with Microsoft â&#x20AC;&#x201C; both with account FYFDT BOE 4414 o BOE PÄ&#x2030;FS KVNQTUBSU GVOEJOH BT UIFZ HFU PÄ&#x2030; UIF HSPVOE Weâ&#x20AC;&#x2122;ve set aside budget and team functions to make sure those Partners we recruit are successful. TPC: How do you plan to stay connected with Partners outside of the personal visits and events? VM: 3FDFOUMZ * IPTUFE B :BN+BN PO :BNNFS * WF GPVOE UIBU XF IBWFO U CFFO communicating enough with our Partners to ensure we have a â&#x20AC;&#x153;One Microsoftâ&#x20AC;? Partner story. I will continue to communicate more broadly with Partners via social media, Partner advisory forums, and joint participation in events and conferences that bring our Partner community together.

Want to connect with Victor in a future Yammer session? Visit the Microsoft Dynamics Managed Partners Worldwide Network (www.yammer.com/ microsoftdynamicspartnernetworkworldwide) to ďŹ nd out the next YamJam date and time.

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www.SierraWS.com THEPARTNERCHANNEL.COM | SUMMER 2015

LEADERSHIP

SUMMER 2015 | THEPARTNERCHANNEL.COM

SA LE S

M A R K ETI NG

Get

Energized Get Proactive!

story by LINDA H. YATES | illustration by DAVE SWANG

he Microsoft fiscal year-end is the perfect time to check, plan, and prepare for the coming year. Similar to how January brings goal setting and resolutions, a new beginning – in this case, a new Microsoft fiscal year – is always a great way to jump-start your motivation in every aspect of your life and business. You don’t have to wait for the end of the calendar year to plan. If you write down your goals, the propensity of them getting conquered goes up more than 50 percent. Take 30 minutes to think and meditate. What do you want to achieve and do in every aspect of your life? Write it down. When I do this, I am amazed at the goals I am able to achieve. Being proactive energizes, and being reactive sucks energy away! I encourage you to set service goals. Why should you set these types of goals? By setting goals in this area, your business will be more profitable and your life will be enriched. You can start in small ways. There is a wonderful story about Johnny, a bagger in a grocery store. Johnny took the store management’s direction to heart to help increase profitability for the store. As Johnny contemplated what he could do to help increase profitability, the idea came that he could share small, typed “Thought of the Day” slips of paper in the bags he packed. Shortly after he started doing this, management noticed a line forming at the register where Johnny was the bagger. The store would open up extra lines to get customers checked out, but they stated that they were fine. They would wait; they wanted Johnny’s “Thought of the Day”. His example permeated to others that worked in the store. Other employees started coming up with ways that they could reach out to customers, which in turn created a positive service experience. The store’s profitability rose. Human relationships enhanced. Shoppers enjoyed shopping at this store. Employees enjoyed serving their customers. Networking is another great way to increase your opportunity to connect with others. If we look for ways to meet others’ needs, often it comes back threefold. As humans we need interaction with other human beings. Networking can be scary. If you are proactive and practice in every new situation you enter, you will begin to feel more comfortable. The more personality types you encounter and can connect with, the more successful you will be in all aspects of your life.

THEPARTNERCHANNEL.COM | SUMMER 2015

As you set goals, create a scorecard. List out the following areas: Mental What can you do to stimulate your mental capacity in building a positive attitude and an open mind? Physical What can you do to improve your diet, exercise, sleep patterns, and activity level? Spiritual Are you experiencing gratitude in your life and an opportunity to meditate and pray? Family Does your family feel your devotion, and are you active with their individual lives? Career Are you experiencing satisfaction and growth? Do you take time for vacations? Financial Are you saving or are you debt-free? If you were to experience a change in your ﬁnancial environment, would you be able to weather the storm? » Social Do you have the reputation you want? Are you happy with the friendships you have? Are they positive and uplifting? » Lifestyle Do you laugh daily? Are you experiencing a healthy, stress-free life? Are you joyful? Yes, there are a lot of aspects needed to experience a balanced life. This list can seem overwhelming. Take time to list out what is most important for you to do and achieve. Once you have achieved this goal, cross it oﬀ and make new goals. You don’t have to wait for the beginning of a new calendar year to create goals. The most successful people in the world are always evaluating where they are, where they want to be, and what it will take to get there. I know that if you commit to you, life will amaze you, and new opportunities will arise that you could have never imagined before. Good luck on this journey!

» » » » » »

Linda H. Yates has produced more than 250 educational seminars on helping individuals and businesses uncover, realize, and accomplish their goals. She can be reached at Linda@lhyatesconsulting.com or 561-206-2531.

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SUMMER 2015 | THEPARTNERCHANNEL.COM

WHEEL OF

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story by PETER JOECKEL | illustration by SHAWN OLSON

ne of the theme ideas for this issue of The Partner Channel Magazine struck a raw nerve with me as it’s a topic that never fails to agitate me: Do you have an idea for some planning that Partners can do for their sales and marketing strategies based on the Microsoft fiscal year? Here’s my elevator-pitch answer for the attention span-challenged, Twitter-obsessed generation: Nothing. Do nothing. In fact, actively ignore any and all sales and marketing strategies that are based on a vendor’s quarter-end or year-end. In the end, all they do is cost you money. Lots of money. Where to begin? I had an epiphany about many things Microsoft and its relationship with its Microsoft Dynamics Partners one day as I was looking for one thing or another on PartnerSource. Anyone not familiar with PartnerSource is probably a NetSuite reseller doing competitive market research and therefore reading the wrong article (for them, PartnerSource is a well-organized and logically laid out website where Microsoft Dynamics Partners can easily find anything needed to make their business and personal lives richer). Anyway, there I was logging into PartnerSource during Q4 of Microsoft fiscal year 20XX when the banner said something very much or exactly like: “It is close to the end of the year, what can you do for Microsoft?”

SUMMER 2015 | THEPARTNERCHANNEL.COM

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The corresponding graphic was a serious-looking picture of one of the “Important Dynamics Executives of the Year” (IDEOTY for short). My initial reaction was that this had to be a personal plea to make sure that he was promoted out of the Microsoft Dynamics space as quickly as possible into the “real” Microsoft. But no, once the initial shock wore off, I read more closely, and the point was exactly as advertised: What could we Microsoft Dynamics Partners do to make sure that Microsoft finished off strongly for the year? This was an appeal to our sense of loyalty to mother Microsoft in its time of dire need, the Microsoft that does so much to nourish us and feed our families during the rest of the year, in case you were not feeling appropriately grateful at the moment. For anyone that is still drunk on the Kool-Aid: the Microsoft Dynamics Partners are the customers! Let’s all

THEPARTNERCHANNEL.COM | SUMMER 2015

repeat that together…the customers! The banner should have said, “What can Microsoft do to help you, our loyal Microsoft Dynamics Partners, finish off the year on a strong note?” With that one slip, it was revealed to us the true nature of the relationship between Microsoft and its Microsoft Dynamics Partners. Does anyone remember the great “The Twilight Zone” episode titled “To Serve Man”? Surprisingly, Microsoft was smart enough to leave out the details as to why it needed to have a strong finish to the year, so let me help out with some wild guesses: » Keep stock prices high to placate short-term results for inebriated stock pundits and analysts. » Make sure that everyone remotely responsible for “net new sales” gets to go on an incentive trip (aka “club”). » Most importantly, try to show the management team at the real Microsoft that select members of the IDEOTY deserve another shot with jobs in a better division. Forgetting for a moment the upside-down mentality that exists between Microsoft and its Microsoft Dynamics Partners, how does year-end or quarter-end planning cost money, that is, Partners’ money? The answer to that is simple. Quarter-end and year-end sales and marketing events always revolve around the concept of creating a sense of “false urgency” to buy software before there is a price increase, or worse, to receive a special “year-end” discount.

...the Microsoft Dynamics Partners are the customers! Let’s all repeat that together…the customers! If everyone relaxed and let prospects buy when they are good and ready, then we would never have to take all of the special pricing money out of the Partners’ pockets, and in the long run, actually make more money for the publisher, Microsoft. Here’s a simple example with easy-to-understand realistic numbers: A good Microsoft Dynamics prospect is going to buy a solution where the software component is $100,000. In order to send our Microsoft sales rep and his family to club, we have to close this deal before the end of the year because the region is just a little short. What to do? Why let’s pitch all of that “value-selling” BS right onto the horse manure pile where it belongs, and let’s offer the prospect a special end-of-year discount of 20 percent. Just make sure the order is placed before the 23rd of the month to make sure that it gets credited in time (something having to do with sales operations and their vacation schedules). The best-case scenario is that the customer agrees AND Microsoft splits the discount with you. If you are a good Partner, you’ve just lost $10,000 forever. What would that money do for your business? The Microsoft Dynamics community as a whole? Your kids’ college fund? If deals were just allowed to close naturally when the customer is ready, everyone would be more profitable in the short and long run. And here is an ugly secret: What about all those deals that do not close with the 20 percent end-of-year offer? Anyone in this business for any amount of time knows this answer. It is almost impossible to take a discount off the table. That leads to the worst-case scenario: No club, which results in an unhappy rep, lots of vacation wear that has to be returned, and the lost money that can never be recouped. If you have to discount, do it for the right reason; the Epicor rep just offered an 80 percent off year-end special! Peter Joeckel is the president and founder of TurnOnDynamics, a Microsoft Dynamics AX and Microsoft Dynamics GP Partner that specializes in manufacturing implementations and transitioning clients that have outgrown Microsoft Dynamics GP to Microsoft Dynamics AX. Additionally, TurnOnDynamics focuses on the strategic concerns of executives and owners with a unique Dynamic CFO Service offering. Learn more at www.turnondynamics.com, and reach Peter at Pjoeckel@turnondynamics.com.

SUMMER 2015 | THEPARTNERCHANNEL.COM

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MARKETING

SUMMER 2015 | THEPARTNERCHANNEL.COM

L E A DE R S H I P

SA LE S

story by ADRIANNE MACHINA | illustration by SETH REXILIUS

hhh…The lazy days of summer are here at last. There’s nothing better than sitting in the shade with a good book. I have lots of recommendations for good books. My recent favorite is “The Big Leap” by Gay Hendricks. The book is about how to break through your self-imposed limitations, or as he calls it, your Upper Limit Problems, so that you can create your best life every day and feel great all the time. Which brings me to one limitation I see with clients all the time: They don’t have good oﬀers to give away, and they don’t believe they can create them on their own. I’m going to challenge you on that belief. I think you can put together a pretty good oﬀer on your own. Instead of reading this summer, are you up for taking on the challenge of writing? Not a full-length novel…just an eBook of 10 to 30 pages.

GREAT OFFERS LEAD TO BETTER WEBSITE CONVERSIONS You will never have good conversions on your website if you don’t have good offers to give away. A good offer is something of value that people are willing to submit their email address or other contact information for in order to obtain. Free consultations are still probably the most popular call to action, but your website visitor has to be pretty qualified in order to want to meet with your team in person. While that may make your salespeople happy, it also means you are missing out on lots of opportunities because you’re getting to the game so late – and the prospect might already have a preferred solution provider.

AN EBOOK IS A GREAT OFFER What most companies are lacking are the top-of-the-sales-funnel offers. These offers are aimed at people who know they have a problem or set of symptoms, yet they haven’t identified a specific solution. Maybe what they know is that: » QuickBooks is running slow – or – » Payroll is costing them too much – or – » No one is using their CRM system What they are looking for is how to remedy that situation. They might not even be looking to buy something new yet. This is your opportunity to plant a seed, to start to get them dissatisfied with their current situation. By educating your readers on their options, you can get them to see the possibility that your solution might get them there faster or with a better end result than staying with the status quo. And because you’ve gotten their email information, you don’t have to close the deal in the first interaction. You can keep nurturing them and answering their questions until they are ready to buy.

ANYONE CAN WRITE AN EBOOK It just takes a little thought, time, and discipline. Having your own eBook specific to your company will give you a better educated prospect, a differentiated position amongst your competitors, and a great offer you can use in your ads and on your website to convert visitors and viewers into leads.

THEPARTNERCHANNEL.COM | SUMMER 2015

WHAT MAKES A GREAT EBOOK?

» A Fabulous Topic – Ask your frontline sales and service people about the issues clients ask about all the time. Or talk to your project managers about the rules they enforce working with clients. Often the marketing group doesn’t have great insight to the day-to-day problems our salespeople and consultants face. Look at blogs you’ve been writing – and that your competition has been writing. The easiest eBooks to write are lists – Top 10 Ways, 7 Steps, 14 Principles, etc. Also look at areas where you provide a competitive diﬀerentiation – or where you can take a contrarian approach. » A Curiosity-Provoking Headline – The main purpose of a headline is to get people to be curious enough about what’s inside the eBook to be willing to exchange their email address for the information you are providing. Make it good! » Subtlety in the Sales Pitch – Your eBook cannot be entirely a product pitch. If someone has concerns about moving to the cloud, explain when moving to the cloud is NOT a good idea, even if your solution is entirely cloud-based. If you’re writing a book about getting higher CRM adoption rates, don’t make the eBook only about Microsoft Dynamics CRM; give them clever, insightful ideas you’ve seen work that they can use whether they switch to you or not. » Helpful Advice – Give advice from a place of truly helping. Put yourself in their shoes. Would you read this? Would you ﬁnd value in this advice? Would you give this to your best prospects today (if they were still in the beginning stages of their search) to help them with their decision process? Make sure you explain terms and acronyms that may be unfamiliar to the reader.

The point is to shift the relationship you have with your market so that when the time comes for them to change their situation or software, they’ll think of you first. » High Perceived Value – Even if your eBook is free, it shouldn’t look that way. Add artwork and branding; design a cover yourself or use a professional if necessary. Customers will be more likely to download and read your eBook if they believe they are getting something of great value for little cost. » Focus – Stay focused on one topic. You are better off covering one subject in depth rather than a high level summary of a lot of topics. You can always write another eBook to cover another topic. » Simplicity – Your market is looking to you for easily accessible answers, not the next great American novel. Find the balance between delivering on the content you’ve promised and overwhelming your prospects with too much information. How long will it take? Some companies can crank out an eBook in less than a week. I’ve written one over a weekend. Others take months to develop. Once you’ve decided to write one, stay committed! The point is to shift the relationship you have with your market so that when the time comes for them to change their situation or software, they’ll think of you first. Adrianne Machina is a marketing consultant with a great reading writing list for this summer. Want to see what’s on her list? Contact her at Amachina@tornadomktg.com.

SUMMER 2015 | THEPARTNERCHANNEL.COM

reIMAGINE

Fargo, North Dakota

2015 September 21-23 Hosted by Dynamic Partner Connections

YOU, reIMAGINED reIMAGINE 2015 is the ultimate knowledge-sharing and networking event for Microsoft Dynamics® GP partners. This year’s theme, YOU, reIMAGINED, puts the spotlight on you, the Dynamics GP Partner, offering powerful new ways to increase your knowledge, skills and professionalism.

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Discover why reIMAGINE is the must-attend event of 2015!

www.reimagine2015.com

VAR PROFILE

COMPANY Tidestone Solutions INTERVIEWEE Sandy Wyman, president and owner WEBSITE www.tidestonesolutions.com PHONE 207-761-2133 HEADQUARTERS Portland, Maine ESTABLISHED 1995

CUSTOMER TESTIMONIAL “While we couldn’t have predicted, from the beginning, all of the details that ultimately went into our new Time Collection and Approval system, we are very happy with the outcome. Tidestone’s ability to remain approachable and insightful as we brainstormed the design, implementation, and revisions made the project ﬂow smoothly, and it opened up creative thinking from our personnel and from Tidestone’s managers. The result is awesome.” Norman Locke, New England Tech Air

SUMMER 2015 | THEPARTNERCHANNEL.COM

idestone Solutions offers ERP, accounting, financial, and reporting solutions for Microsoft Dynamics GP. Its clients range in size from small to enterprise businesses and encompass many different industries, including non-profit, distribution, manufacturing, construction, breweries, and more. The Partner Channel (TPC): How did Tidestone Solutions get its start? Sandy Wyman (SW): Originally, the company was named Gilchrist Scott. Toby Scott started the company, and I Sandy Wyman, president and owner joined him about 20 years ago. In 2010, I bought the company and changed the name to Tidestone Solutions. Same company and the same people with a fresh new name and brand. TPC: I love the name. How did that come to fruition? SW: I wanted full participation from my team in making the decision and wanted to keep a coastal feel for the company since we’re located in Portland, Maine. After a number of brainstorming sessions with the team, we focused our brand and name around living on the coast. We’re proud of where we come from. TPC: You don’t run across many woman-owned Microsoft Dynamics Partner organizations in the channel. How would you say this sets you apart? SW: We’re very family-orientated, and it’s a goal of mine to be very invested in the professional development of my employees. I want to give them a platform to grow and really want the best for them. We budget annually for professional development and are always looking for ways our employees can shift and grow in their roles. Most professional services firms have high billing goals around 70 to 80 percent of their time. Our goals are set at a lower 50 to 60 percent because we feel that professional development and having time to learn and grow is just as important. TPC: Tell me a little about what Tidestone Solutions does and the unique industries you work in. SW: We are a traditional Microsoft Dynamics GP VAR, and that’s the only ERP software we sell. In addition to offering solution training, implementation, and report writing, we help our clients with their business processes by creating efficiencies. Our motto is, “Enter it once to improve accuracy.” So we make sure the right integrations are in place for users to either enter into Microsoft Excel and import it to Microsoft Dynamics GP or vice versa.

We are not an ISV, but we have done some development work such as building field mobile time entry systems or custom billing solutions to help streamline processes specifically for our customers. Tidestone has always been very horizontal, but we have a few Partners across the country we enjoy working with who focus on certain industries. We partner with Vicinity Manufacturing and work with clients in the craft brewing industry in Arizona, North Carolina, Maine, and Pennsylvania. That has become a big niche for us, and we love working with that industry. Craft brewers are a group of cordial competitors, and that is very fun to see, especially in such a fast-growing market. We also work with WennSoft in the job cost and service management area for speciality construction. TPC: You’ve been in this industry for 20+ years. What has changed since you first began? SW: Technology has completely changed in the way we deploy and deliver it. A major part of our business now is that we host Microsoft Dynamics GP on Azure. We’ve branded that as YourCloud™ and have had huge success in that area. Productivity tools have also changed because of the cloud, such as Office 365 and Microsoft Dynamics CRM. The philosophy of doing your work anywhere and at any time is a huge focus these days. Customers’ perceptions have also changed in that they still want specific solutions yet expect a rapid implementation. In some cases, we can, but we still need to focus on their business needs and unique requirements. It’s not always a “cookie cutter” approach that some think it is. The cloud has made many things easier and faster to deploy, but I think that marketable aspect can skew the expectation of the end-user. TPC: What’s next for Tidestone Solutions in 2015 and 2016? SW: YourCloud is the biggest change and shift for us. We enjoy making businesses happy by taking away the burden of IT infrastructure’s focus on desktop support. When they’re not focused on support, they can dive deeper into business intelligence, for example. Businesses can get more value out of internal resources because we are taking that day-to-day burden off their shoulders. We are also developing a product specifically for Microsoft Dynamics GP Partners that will help make them and their customers more efficient during the ramp-up process of implementing Microsoft Dynamics GP. I can’t dive much deeper, but that’s a little teaser for something to look forward to from us in 2016.

“YourCloud is the biggest change and shift for us. We enjoy making businesses happy by taking away the burden of IT infrastructure’s focus on desktop support.”

TPC: What’s your favorite part of summer at your office and why? SW: My happy place is the ocean, and summer is simply a wonderful time in our area. Our office is in the heart of Old Port in Portland, so all we have to do is open the windows to see tons of tourists and cruise ships in the harbor. It naturally feels like we’re on vacation even though we’re in the office working. Outside of our awesome location, we do a few fun things as a team, too. This year we’re planning a pig roast and taking a boat out for a sunset cruise.

THEPARTNERCHANNEL.COM | SUMMER 2015

TPC Photo Caption

CONTEST

What do you think was the topic of this conversation at The Partner Connections Event last fall? The intricacies of code? A favorite meatball recipe? Email your caption to Jenny at Jenny@thepartnerchannel.com. Submissions will be judged on creativity, relevance, and sense of humor. The prize for this contest is two (2) tickets to your local cinema.

SUMMER 2015 | THEPARTNERCHANNEL.COM

Thanks for playing last issue’s contest! Our winner is Steve Dwyer of Appolis, Inc: “I am pretty sure that I traveled the farthest to attend this TPC event… really - I’m not kidding, Alaska is way over here…”

Spring 2015 Photo Caption

CONTEST RESULTS

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www.admiral-west.com/advancedallocations THEPARTNERCHANNEL.COM | SUMMER 2015

FLEXIBLE TEAM BONDING

The Balancing Act of Work, Life, and Community story by BETHANY FOYT

We’ve all played that balancing act where one day you feel as if you have it nailed, and the next day is completely out of whack. Although the summer months don’t slow down business much for this group of Microsoft Dynamics Partners, it can be a good time to intentionally attend to balancing work, life, and even community. Whether they’re scaling mountains, taking time to completely unplug, or holding a family-style barbecue, these Partners have a few things figured out…

Summers at eOne Solutions get more flexible for employees and include optional team bonding opportunities such as early morning golf trips or training for the company’s annual disc golf tournament (ask Chris Dew about his “semi-pro” disc golfing skills). Martin says it best, “Team bonding isn’t team bonding if it’s forced.” With five team members at their Australia office and about 17 at their Fargo location, eOne experiences two very different summers. The one in Fargo is beautiful yet short-lived while the summer in Australia is, well, all year long. “Our summer hours in Fargo are much more flexible, so if employees want to start work early in order to head out early so they can make it to the lakes with their families, they can do that,” says Martin. “Summer is still a very busy time for our developers who are working on the next big feature as well as salespeople who have numbers to hit, regardless of the sunshine. It is all about finding the balance that ultimately makes everyone more efficient.” Martin has lived in Fargo now for two years, but as a native of Australia, has enjoyed a great number of summers in the tropical/ desert climate. Every summer in Australia, he and his extended family would camp on a beach for three weeks to unplug completely. No electricity. No devices. Just a hammock and nothing to do but relax. “It’s amazing how quickly your mind starts churning out creative ideas when you’re disconnected from all the ‘have to’s’ of life and business,” he says.

Martin Olsen, owner of eOne Solutions Locations: Fargo, North Dakota and Sydney, Australia

SUMMER 2015 | THEPARTNERCHANNEL.COM

ALL GOOD DEEDS…BUILD TEAM COMRADERY!

ALL IN THE FAMILY!

As a services company, BroadPoint Technologies stays full-speed ahead during the summer months but still takes time to enjoy the beautiful East Coast weather, and in ways that actually beneﬁt the community. Whether it is building playground equipment or planting trees for a community garden, BroadPoint employees volunteer in groups of eight to 10 people when and where they can. “Anyone who wants to and is able to help is encouraged to participate in volunteer opportunities,” Don says. “It’s a great way to get outside and work together as a team.” BroadPoint has also started a lunchtime running club where all employees are invited to meet every Wednesday to run the Capital Crescent Trail in Bethesda. “The running club is another small activity that really builds comradery while motivating each other to stay healthy, and a few of our team members have even participated in local 5Ks and a Tough Mudder running event.” A couple of years ago, BroadPoint employees celebrated the company’s 10-year anniversary in style. They chartered a boat and took a trip across Chesapeake Bay. They stopped for lunch at a popular restaurant on the water where they enjoyed crabs and beers. Don recalls, “It was a perfect way to celebrate the company and our employees while enjoying a day on the water with great weather.”

Every year on the first day of summer, Collins Computing has a summer barbecue kick-off for its employees and family members as well as other tenants in the building. Abra says, “We own the building, so it’s a nice chance to build some community in the place we go to work at every day.” In addition to basketball hoops, volleyball nets, beach tables with umbrellas, and margaritas, the team at Collins Computing holds a recognition ceremony at their barbecue, giving out iPads to their 15+ year veterans. As a company who has really grown up together, Collins Computing is full of 20+ year veterans, and it shows when they gather each year. “It’s amazing how much the kick-off has changed over the years. Years ago, we all had smaller children so would bring in face painting and bouncy castles. Now our kids are grown up, so we are happy with games, food, and drinks,” Abra shares. Collins Computing also used to do three-day rafting trips at the American River that contributed much to early-on team building within the company. “Each team would have its own raft. We would make fun hats or crazy outfits and give out prizes for the best spirit award,” Abra recalls. “It was such a great experience and a set time for us to just have fun together.” From yearly barbecues to cheering on Steve Collins in boat racing tournaments, the team at Collins Computing has been through a lot of good business and a lot of good fun over the years. “They are my best friends and my family,” Abra says.

Don Carnevale, director of marketing for BroadPoint Technologies

Abra Gillman, ERP consultant for Collins Computing

Location: Bethesda, Maryland

Location: Mission Viejo, California

THEPARTNERCHANNEL.COM | SUMMER 2015

VALUABLE DISTRACTIONS BRING FOCUS

With employees across every time zone in the United States, The Partner Marketing Group’s team of seven people takes advantage of every opportunity it can for meeting in person. “We try to accomplish team meetings during Convergence or other big conferences,” Michelle says, “But it’s really hard to focus on the company and our all-up goals with conference craziness happening all around us.” Cheryl lives on a beautiful piece of land in Hill City and has invited her team to her place for team bonding activities like hiking and rock climbing, as well as for creative strategy meetings. As an avid rock climber, Cheryl is a firm believer in trying new and different things to get out of your comfort zone, and she sets the stage for exactly that by teaching her team the art of climbing. “For me, rock climbing is a valuable distraction that makes me focus completely on what I’m doing in that very moment,” Cheryl shares. “For example, I can either worry about an email I have to send and risk getting hurt or focus totally on my next move to finish the climb. The complete focus on climbing helps me separate my work life so I can be focused in all that I do.” Michelle lives in Detroit and appreciates the all-around slower pace when she visits Cheryl in South Dakota. “Climbing has definitely taken me out of my comfort zone,” she says. “Rappelling is the scary part, but the views and unique experience of it all are totally worth it.” “Meeting in person gives us a chance to think more creatively and stay more focused because we’re not glued to our email or dealing with the usual distractions of email and phone calls,” Michelle concludes. Cheryl Strege, president, and Michelle Glennie, operations manager for The Partner Marketing Group Location: All employees work remotely; Cheryl is located in Hill City, South Dakota, and Michelle is located in Detroit, Michigan

SUMMER 2015 | THEPARTNERCHANNEL.COM

GREAT WEATHER AND GREAT HAPPENINGS

CHANGE OF SCENERY

At PowerObjects’ location in Minneapolis, not many employees step away on vacation during the summer months because of the great weather and fun activities happening all around them. Jeff shares, “It’s a perfect time for teams to get together outside the office for things like paintball, lawn bowling, fishing tours on the lake, or just enjoying some good live music around town.” PowerObjects contributes to the great happenings at its Twin Cities location by sponsoring “Food Truck Fridays” in its North Loop neighborhood. “PowerObjects was one of the first businesses set up in this old warehouse district,” Jeff shares. “It’s grown and expanded since then, but there aren’t any food trucks in our area just yet.” So, each Friday during June, July, and August, PowerObjects brings in food trucks to offer up amazing lunches, encouraging the people in its neighborhood to get out of the office while building a stronger sense of community and fun. Speaking of sponsoring great things: PowerObjects also supports the nationwide initiative, 30 Days of Biking (30daysofbiking.com) each April. “Minneapolis is a huge biking community, and it’s engrained in most folks, including our CEO Dean Jones. He rides his bike into work all year long. By sponsoring 30 days of biking,” Jeff continues, “We want to encourage and promote the benefits of riding to work. We even provide lockers and bike spots for employees to make it easier.”

Stoneridge Software meets every quarter to review company strategy and goals, but at the quarterly meeting in August, employees get away from the norm of oﬃce life and meet at an area resort. “It’s nice to get away and enjoy the outdoors,” Leah shares. “A change of scenery also changes how we act and feel to help us start thinking more creatively.” With locations in Barnesville and Minneapolis, the Stonebridge Software team has a plethora of lake resorts to choose from where they can meet in the middle. Stoneridge also has several remote employees, and having the quarterly meeting in person each August helps cement relationships across the entire team. The team also participates in and sponsors golf outings with organizations including the Fargo Moorhead West Fargo Chamber of Commerce and the Minnesota High Tech Association. “The golf outings are very casual and are always a great opportunity to have some fun while meeting new people in our industry and community,” Leah says. During the winter, the team at Stoneridge does pizza-and-beer Fridays and is adding to the fun this summer with grill outs every other Wednesday. Leah has also volunteered the company to take care of a refurbished park across from the oﬃce. “The plants are in, and we’re on cue to water weekly and make sure it’s in good shape,” Leah says. “It’s another fun way to get outside while improving the scenery in our community.”

Jeff Wedren, director of marketing for PowerObjects

Leah Baker, marketing and communications manager for Stoneridge Software

Location: Minneapolis, Minnesota

Locations: Barnesville and Minneapolis, Minnesota

THEPARTNERCHANNEL.COM | SUMMER 2015

LEADERSHIP

SA LE S

M A R K ETI NG

What You Should Do on Your Company’s

SUMMER

VACATION Tips for making the most of the in-between times

story by TRACY FALEIDE | illustration by SHAWN OLSON

t’s that time of year again, when typically focused team members gaze out windows and scheduling sales calls around vacations is a constant struggle. Many businesses experience lulls in sales momentum during the summer months simply due to the fact that so many decision-makers are vacationing. The brisk cadence of industry conferences, requests for proposals, and sales presentations slows down as everyone works on their lawns, tans, and short games. While you can’t compete with the call of the wild or the crash of the surf, you can make this the summer you actually achieve your company’s goal of “making the most of our downtime.” The trick is to turn strategic improvement projects into fun company-wide initiatives. Start by selecting just a few customer-facing processes that need to be improved. Resist the low-hanging fruit for now. Instead, take another look at recent feedback, poll your services staff, recall those topics that – when brought up in meetings – cause groans, awkward silences, or avoidance tactics. This is the summer you’re going to clean behind the refrigerator, people! Just think how good you’ll all feel when the most snarled of processes gets untangled and dramatically improved. The best process improvement initiatives are: » Strategic » Given high priority » Visibly supported by leadership » Completed by cross-functional teams » Very important to customers It’s important to gather input from a wide group; if you can, ask everyone to submit ideas. However, be sure to select the small handful (no more than three!) that will yield the greatest results in terms of faster time to value or increased satisfaction. Viable candidates should get a yes for each of these simple sniff-test questions: » Would customers agree this is a project we should prioritize? » Does completing this project support at least one of our top company goals? Let’s say you find three worthy projects. Before you rush head-long into doing them all at once, consider these tips: » If your company is new to formal process improvement methodologies, select a simple framework that you

SUMMER 2015 | THEPARTNERCHANNEL.COM

THEPARTNERCHANNEL.COM | SUMMER 2015

feel can best meet your needs. Conduct a few overview training sessions on your chosen methodology so you’ve got a shared vocabulary and some handy reminders of helpful tools such as fishbone and affinity diagrams. » Start with just one of the projects; it’s best to choose the one you think will yield the greatest impact in terms of sense of accomplishment and/or customer impact. Get off to a solid start by stacking this team with two or three people experienced in leading improvement initiatives and managing through ambiguity. And, remember to balance your team assignments. You should have a few subject matter experts, a few people whose teams are affected by the process, and a few who have no knowledge of it. Having a mix of perspectives and experience levels is critical. One senior leader should serve as executive sponsor and sit in as much as possible. The effort should be discussed openly and often. » Since it is summertime and many of your team members have vacations on the brain, consider giving your projects a theme. Maybe it’s a multi-stop road trip, complete with funny imagery like a side-paneled station wagon and a loyal family dog (of course). Encourage your teams to get creative and send “postcards” from their journeys. » Although scheduling will be a challenge, keep to a steady pace. Ask improvement team members to commit to completing their work in three-week spans. This will help to avoid delays brought on by vacations. As with family road trips, a lot of obvious value will be gained from the team making expected stops at the “attractions” of capturing the current state, brainstorming innovative alternatives that eliminate non-value added steps, documenting new standard work, and educating teams involved. Don’t forget the delights that can be found off-road. Ask teams to create lists of additional improvements or research projects. Encourage everyone in the company to play along by going on “day trips” by improving small-scope internal processes or organizing work areas. 54

SUMMER 2015 | THEPARTNERCHANNEL.COM

We go on vacations to relax, to be inspired, to learn, and to try new things. By encouraging your team members to take improvement trips together, you’ll drive exciting results for your customers and your bottom line. And, you’ll pick up unexpected but delightful souvenirs, like greater cross-team empathy, thought-provoking ideas, and shared memories. Most importantly, you’ll strengthen the bonds and energy levels needed for the growth spurt you’ll experience when summer’s done. Happy trails, everybody!

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LADIES AND GENTLEMEN, WE HAVE A WINNER! Congratulations to Melina Lindskog of Zobrio, Inc. for winning our Spring 2015 contest. Now for the next round of the Word-A-Ganza! Posted below are 25 words that relate to the topics and themes included in this issue of The Partner Channel Magazine. These words can be found in the grid horizontally, vertically, diagonally, backwards, and forwards. You can submit your completed word find to us for a chance to win a $10 gift certificate to Starbucks so you can enjoy future word finds over a latte or cup of tea. Simply scan and email your completed word find to Jenny Davis at Jenny@thepartnerchannel.com or mail a copy to The Partner Channel, 1240 Elm Street, Fargo ND 58102. If you don’t want to write in your magazine, contact Jenny and she’ll email you an electronic version of the same word find.

Admiral Consulting Are You Insane Balancing Act Community eBook Writing

Fiscal Year Get Energized Leadership Life Making the Most

R T H E G E N I U S E A O P E N D O O R B D M I C R O S O F O M S N E R E L G N O I O S V F N E O I K R L E I W S A L C W A U L C O C D O N R S T L T R W E N A I N I A O K I P H L T O O R R I M R C A I I R O M N A S E B N T E M O G N H T T G U S T R T Y I R E L L I C A M D P O K I O L A L S E L O R F S I G E A R M D A S E E N S L N E B M N N N I E N E R G E O O C C N U M M O C I T E N R E S I L I T S N A G O L O N H U E T L G E N I U S L D R A D M I R A L O I A B L A S R E H S T P E A K S C I M

Marketing Members Microsoft Dynamics Open Door Technology Partners

S T T F I S D E Z I G R E N E T E G R E C S C T A

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

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

I H Y C P E A K O R V A L L E Y I I E A Y I S O D

Peak or Valley Resilience Sales Summer Plans The Genius Series

Tidestone Solutions Victor Morales Work Working Together WPC

E S Y T I N U M M O C N O L O G Y B A L A N N A M M I C S A S R T O M M A U N I R T W H I H S R E D A E L O E S T M K P L T Y W R G O I E E E I Y O O K E L D M T A F R U P I N U E B I K K P I E N I P S E N O P R N N G U R A R G R L E S D T S S T R E V A M A O O T R L N T A N M N O G S E A E L N S U E R E O N T E R S E S N T T M L S R Y E N R L E H E T I N G L N E S C E H M A N Y D A R S H R T M O S S L T C T N R G R T E S E R I S O O N E L L L A V R O I W I A V I C T O R M O F K U L T I N G N A L P A T E N O T S E D I T M T F O S O R C I M R S THEPARTNERCHANNEL.COM | SUMMER 2015

ISV PROFILE

COMPANY Admiral Consulting Group INTERVIEWEE René De Fiori, managing director and senior partner

WEBSITE www.admiral-usa.com HEADQUARTERS East Brunswick, New Jersey

René De Fiori, managing director and senior partner

PHONE 732-257-7440

TPC: How did your IP for Microsoft Dynamics GP and Microsoft Dynamics SL come to be? RD: Throughout a few hundred implementations, we observed a frequent pattern of needs with our clients and prospects and decided to address those needs. For example, we saw a good number of clients struggle with manual allocation calculations in Microsoft Excel. We also noted that many didn’t have a tool that helped them get their data – in the form of journal entries, web orders, or AP vouchers, and the like – into Microsoft Dynamics GP. Over the years, we have implemented Microsoft Dynamics SL for a number of multinational companies that require rather complex inter-company transactions. Although Microsoft Dynamics SL oﬀers very powerful out-of-the-box intercompany functionality, it has limitations with processing intercompany transactions in diﬀerent currencies. This limitation became so widespread, time-consuming, and error-prone that we decided to develop a solution to bridge the gap.

EMAIL Rdeﬁori@admiral-usa.com ESTABLISHED 2001

COMPANY PROFILE

Admiral Consulting Group is a leading provider of services and software that helps companies achieve their goals for continued business success. Admiral is both a VAR and ISV, with intellectual property (IP) for Microsoft Dynamics GP, Microsoft Dynamics NAV, and Microsoft Dynamics SL. 56

The Partner Channel (TPC): Tell us a little more about Admiral Consulting Group. René De Fiori (RD): Admiral Consulting Group has been a prominent Microsoft Dynamics GP, Microsoft Dynamics NAV, and Microsoft Dynamics SL Partner in the East since 2001. We have 35 employees in our main office on the East Coast and started operations in the West in 2007. The markets are very different in the East versus the West, which drives our focus in each region. In the East, our practice is fairly evenly spread among Microsoft Dynamics SL, Microsoft Dynamics GP, and Microsoft Dynamics NAV while in the West, 90 percent of our services revolve around Microsoft Dynamics GP and our specific add-ons for that solution.

SUMMER 2015 | THEPARTNERCHANNEL.COM

TPC: Tell us a little bit about your add-on solutions for Microsoft Dynamics GP and Microsoft Dynamics SL. RD: Advanced Allocations and ActiveConnect are for Microsoft Dynamics GP and Multi-Currency/Intercompany (MCIC) is for Microsoft Dynamics SL. Advanced Allocations allows clients to set up and process complex allocations with much less eﬀort than is required with the standard allocation functionality within Microsoft Dynamics GP. For example, a client may need to allocate an entire department, and doing that in Microsoft Dynamics GP without our solution is nearly impossible. It could take hours and hours. In Advanced Allocations, you can take an unlimited number of accounts and spread those costs out to other departments within just a few minutes. Advanced Allocations also helps accountants manage tiered allocations, taking previous calculations into account without a bunch of hassle or confusion. ActiveConnect is an eConnect-based integration tool. Among other things, it allows clients to use Microsoft Excel for any Microsoft Dynamics GP data entry task. It provides the speed and robustness of other integration tools, but with greater ease of use and much lower pricing for companies that have only one or two integration points. Users don’t need to purchase pieces that don’t pertain to their business. They have the ﬂexibility to pick and choose.

Multi-Currency/Intercompany (MCIC) allows entities to be linked together even if they are set up in different databases with different base currencies. The Due To and Due From transactions are automatically generated, and complex routes can be followed when there are no direct inter entity account relationships between the transacting entities. TPC: What type of businesses benefit most from your solutions? RD: Our user base for ActiveConnect cuts across industries; really any company that is using Integration Manager, has integrations from outside systems, or desires to use Excel extensively for data entry is a candidate. The customer base for Advanced Allocations is very diverse, but there are definitely pockets in non-for-profit, healthcare, and education where extensive allocations are more common, such as allocations across hundreds of programs or across different doctors and/or medical groups. We also have a few insurance and financial institution clients utilizing these tools. MCIC is well-suited for those organizations that have international divisions with heavy inter-company transactions. We also have a few clients that are U.S.-based companies with no currency needs, yet they have a large set of databases. They found using the out-of-the-box Microsoft Dynamics SL multi-company function was very slow and mechanical. Hence, MCIC has helped them to facilitate the intercompany transactions more efficiently and effectively by reducing the monthend closing process.

“We contacted Admiral last year about helping us with a number of complex integrations from outside payroll services. They were able to help very quickly with integrations for Payroll JEs, Bank Withdrawals, Bank Receipts and Deposits, and Receivable Transactions. With

TPC: What do your clients like most about you and your products? RD: As it relates to Advanced Allocations, clients love the fact that they don’t have to spend days manually calculating allocations each month. Also, our product allows accountants to perform allocations at period end, after all the ﬁnancial drivers are known, which most accountants prefer to do in real time. In Microsoft Dynamics GP, you can’t control when they happen, but with our solution, you can. It’s a nice perk that accountants really appreciate. And our ActiveConnect clients really like the ability to use Excel for everyday data entry. Our clients appreciate the fact that we fully understand their needs and have an expertise in their industry. They like that we have solutions that are powerful from the technology point of view yet simple from the end-user perspective. We always get compliments on how simple it is to implement the solutions after a short training session. More importantly, they trust we are only a phone call away when they need some extra hand-holding. TPC: How about on the Partner side? Why do Partners like working with you? RD: We don’t have a lot of red tape and paperwork that tend to slow down the process of onboarding a new client. Our Partners have access to our complimentary training services for their consultants. We help our Partners in all aspects of the implementation, from installation to post-live support. TPC: As both a Microsoft Dynamics VAR and ISV, what do you love most about the community? RD: There is a high degree of trust among Partners, and although the fact is that we’re a VAR and an ISV, we don’t get much pushback from Partners. On top of that, we also make sure we’re on the same page when working with their customers. This creates a healthy atmosphere, which ultimately beneﬁts the clients and end users. I also love the camaraderie and history across the channel. You go to the same events year after year and see the same great group of people. The fact that people stick around for 20+ years more often than not really says a lot about a community.

ActiveConnect, this all took less than 16 hours. Since then, we have created nearly 100 integrations, including many that are complex and that target multiple Microsoft Dynamics GP companies. There is no question that ActiveConnect has helped us meet our organizational goals, and meet them very efﬁciently.” – Chad Schavey, CEO, ChurchShield

THEPARTNERCHANNEL.COM | SUMMER 2015

ADVERTISER INDEX Admiral Consulting Group . . . . . . . . . . . . . . . . . . . . . . .47

MetaViewer from Metaﬁle . . . . . . . . . . . . . . . . . . . . . . . . . 4

Altec. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .19

Microsoft Convergence . . . . . . . . . . . . . . . . . . . . . . . . . .58

Appolis. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .35

Njevity, Inc.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .24

Business Computers (Time Matrix) . . . . . . . . . . . . . . . .13

NMB Solutions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .34

Corporate Renaissance Group . . . . . . . . . . . . . . . . . . . . . 3

Scalable Data Systems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

Data Resolution . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .83

Sierra Workforce Solutions . . . . . . . . . . . . . . . . . . . . . . .31

Dynamic Budgets. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .54

Sypnio Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .29

Dynamic Communities . . . . . . . . . . . . . . . . . . . . . . . . . .43

The Partner Channel Membership Rewards . . . . . . . .15

Integrity Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .39

Trans-Micro . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .23

k-eCommerce . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

Vicinity Manufacturing, Inc. . . . . . . . . . . . . . . . . . . . . . .84

Liaison Software Corporation. . . . . . . . . . . . . . . . . . . . .28

Insights. Innovations. An empowered future.

Microsoft Convergence is your opportunity to experience how Microsoft solutions come together to empower every person and organization to achieve more. Join thousands of peers and experts to explore new innovations, share challenges and insights, and chart new approaches to drive your business forward.

Save the date! Convergence 2015 EMEA Barcelona, Spain 30 November–2 December

Convergence 2016 New Orleans, Louisiana April 4–7

www.microsoft.com/convergence

SUMMER 2015 | THEPARTNERCHANNEL.COM

Introducing The List MOBILE

Now you can get The List To Go!

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

Table of Contents Industry...................Page 60 Horizontal................Page 67 Services...................Page 79

The List from The Partner Channel® is your tool for finding the solutions available from Microsoft Dynamics® Partners. Review the various industry, horizontal, and service offerings available and you may just find exactly what you’ve been looking for! The List is unique in that it shares only those solutions and services that work with the Microsoft Dynamics product line. We want you to spend time using the solution, not looking for it. If you have a product or service that you would like included on The List, please contact Jane@thepartnerchannel.com. NOTE: The Partner Channel offers no expressed or implied warranty or guarantee for any of the products included in this directory. Support and quality assurance of these software products and services are solely the responsibility of each Microsoft Dynamics Partner. *Due to the nature of the “classified” format used for The List, Microsoft Dynamics brand guidelines may not have been followed. We encourage Partners NOT to follow the example we are setting!

Industry Horizons International

INDUSTRY

Agriculture

Scalable Data Systems http://www.scalableax.com â&#x20AC;˘ 714-594-7690 Commodity Trading Complete Solution for Commodity Trading: Manage all aspects of physical contracts from agreement to execution including: Contract Management, Logistics, Risk Management, Invoicing, Cost tracking and Accruals.

Apparel/Footwear Lanham AssociatesÂŽ http://www.lanhamassoc.com 678-379-4200 ext. 105 EDI In-house control, collaborative, or outsourced. Total solution, AS2, and VAN for lower cost of ownership. Seamless simplicity EDI designed specifically for NAV. More documents and users than any other NAV provider. 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 AIM Computer Solutions, Inc. http://www.aimcom.com/ â&#x20AC;˘ 586-439-0300 AIM Vision Automotive supplier industry focused ERP: EDI, AIAG Labels, MMOG/OEE Requirements, PPAP, Blanket Releases, SCM, Mixed Mode, and Repetitive.

Data Masons Software http://www.datamasons.com â&#x20AC;˘ 866-575-1631 Vantage Point EDI for Dynamics Tightly integrated EDI for Dynamics without customizations.

Chemicals BatchMaster Software, Inc. http://www.batchmaster.com/dynamics-gp/ capabilities.aspx â&#x20AC;˘ 949-583-1646 ext. 226 BatchMaster Manufacturing for Microsoft Dynamics GP BMM GP for formula based manufacturers is directly embedded within, not integrated to, MS Dynamics GP. Offers R&D Lab, Formulation, Costing, QC, Batch Production, Compliance, Scheduling, Planning, Mobile, and more.

KEY:

Axapta

Great Plains

Cross Industry Solution Data Masons Software http://www.datamasons.com â&#x20AC;˘ 866-575-1631 Vantage Point EDI for Dynamics Tightly integrated EDI for Dynamics without customizations.

Vicinity Manufacturing

Flintfox International Limited

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.

http://www.flintfox.com â&#x20AC;˘ 844-876-4276 TPM for Dynamics Suite Flintfox solutions provide a single, integrated platform to manage all trade promotion activity, from client relationships to the financial execution; streamlining information and managing complex pricing with ease.

Commodity Trades HighJump Software Scalable Data Systems http://www.scalableax.com â&#x20AC;˘ 714-594-7690 Commodity Trading Complete Solution for Commodity Trading: Manage all aspects of physical contracts from agreement to execution including: Contract Management, Logistics, Risk Management, Invoicing, Cost tracking and Accruals.

Construction

IPM Global Pty Ltd http://www.ipmglobal.net â&#x20AC;˘ 503-608-4770 NEW: IPM Project Management IPM Project Management is a purpose built XRM Solution that delivers a fresh approach to Project Management in the Construction / Engineering sectors. Incorporating Comprehensive Contract and Cost Control.

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

Navision

SUMMER 2015 | THEPARTNERCHANNEL.COM

Solomon

http://www.highjump.com/truecommerce 888-430-4489 HighJump TrueCommerce EDI Solutions Scalable & affordable EDI solutions for Microsoft Dynamics. A managed service approach, from one trusted source, helps lower your fulfillment & procurement costs & connects to you an expansive global trading network. Lanham AssociatesÂŽ http://www.lanhamassoc.com 678-379-4200 ext. 105 ACE - Advanced Commerce ERP EDI, ASN, Shipping, Carrier Manifest, Labels, Barcoding, TP Compliance, WMS, Forecasting & Replenishment. Best of breed built inside NAV replacing 7 disparate solutions. Seamless simplicity. 110,000+ users worldwide.

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. RockySoft http://www.RockySoft.com 970-493-0868 ext. 106 Inventory Management and Supply Chain Planning Pack Light Supply Chain Mgmt SuiteForecasting, Inventory Mgmt, Purchase Order Planning, Vendor Lead Time Mgmt, Retail Store Planning and S&OP.

Customer Relationship Management

Retail Management System

ACOM Solutions, Inc. http://www.acom.com/solutions/msdynamics-gpgreat-plains/ â&#x20AC;˘ 800-699-5758 Automated Payables, Sale Order Processing & Document Management Designed for Dynamics GP Securely manage the capture, workflow, & storage of invoices, documents & all vital business information. 3-way matching, live accrual reporting & the ability to complete transactions directly from workflows. Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link, Integrated Document Management Capture, workflow, output & archive w/doc-link, Doc. Mgmt. for Dynamics. Arbela Technologies http://www.arbelatech.com â&#x20AC;˘ 949-291-4777 Master Data Centralization For Dynamics AX Arbela's Master Data Centralization for Dynamics AX manages product, customer, vendor, employees, and COA master data and their fields across multiple companies for better shared services. Gain from our experience!

Ariett http://www.ariett.com â&#x20AC;˘ 781-826-1120 Enterprise Purchasing & Expense/ Azure Cloud/On Premise Requisition, PO/Contract Mgmt., AP Automation, Travel/Expense Reporting. AssureSign LLC http://www.assuresign.com â&#x20AC;˘ 407-670-0400 AssureSign Electronic Signature Software Integrated cloud or on-premise enterprise class Electronic Signatures. AvidXchange, Inc. http://www.avidxchange.com/landing/ microsoftdynamics â&#x20AC;˘ 704-971-8154 Complete Accounts Payable Software Solution Streamline invoice capture, intelligently route approvals and automate payments all in 45 days or less... guaranteed. Business Systems Integrators http://www.BusinessSysInteg.com 866-871-2097 EDI BSI provides superior EDI solutions for AX & GP, both on-premise & SaaS.

Point of Sale

Greenshades Software http://www.greenshades.com 888-255-3815 ext. 2 Greenshades Year End Forms Electronic distribution, print to blank paper, and fully automated mailing services help thousands of Greenshades clients create, distribute and electronically file their 1099, W-2 and 1095-C forms.

DATABASICS, Inc. http://www.data-basics.com â&#x20AC;˘ 314-282-9561 DATABASICS Time, Expense and Invoice Reporting DATABASICS offers SaaS solutions for Expense Reporting, Time Tracking and Vendor Invoice Management. Flexible, powerful, easy to use. Datahaven for Dynamics http://www.datahaven4dynamics.com 757-222-2000 Datahaven for Dynamics Datahaven is the only scanning, OCR, and workflow 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.

eRequester by Paperless Business Systems http://www.erequester.com 206-256-0771 ext. 123 eRequester Industry leading web based procurement, expense management, inventory & receiving, and business intelligence. EthoTech, Inc. http://www.ethotech.com 678-384-7500 ext. 1 Commission Plan Calculate, pay and track all variable compensation, including Sales Commissions, Bonuses, Royalties, Rebates and SPIFFS. Effortlessly create and modify commission plans, and then quickly distribute reports by e-mail.

KEY:

Axapta

Great Plains

Higher Logic http://www.higherlogic.com â&#x20AC;˘ 202-360-4402 Higher Logic The leading cloud-based community platform used by organizations worldwide to bring people together in secure communities designed to ignite knowledge sharing, drive content creation and solve problems. Integrated Software, Inc. http://www.isiusa.com â&#x20AC;˘ 321-984-1986 Request For Quote Create RFQs. Save Vendor responses. Auto-create PO's and Sales Quotes. JAT Computer Consulting, Inc. http://www.jatnet.com/JPI.htm 888-525-8874 ext. 462 JAT Payroll Interface (JPI) JPI is a bi-directional integration linking GP HRM and ADP payroll. JAT Computer Consulting, Inc. http://www.jatnet.com/JBC.htm 888-525-8874 ext. 462 JAT Benefits Connect (JBC) JBC communicates enrollment data to carriers and insurance providers. Joesoftware Inc. http://www.joesoftware.com â&#x20AC;˘ 780-990-0220 Marshal Comprehensive QHSE application. Incident management, employee safety data, training/certifications, jobsite hazard assessments, procedure automation and more. OHSA COR PIR compliant. KTL Solutions, Inc. http://www.ktlsolutions.com â&#x20AC;˘ 866-960-0001 Development - Microsoft Dynamics GP/CRM/xRM 15 yrs developing GP customizations (Dexterity, .Net), Source Code Developers, Experts with CRM/xRM as a platform creating customized experiences. Sub-contractor rates to other resellers. Lexmark Enterprise Software (fka Perceptive Software) http://www.readsoft.com/solutions/documentprocess-automation/invoice-processingfor-microsoft-dynamics â&#x20AC;˘ 888-732-3763 Invoice Processing for Microsoft Dynamics Push the boundaries of process automation to gain even more productivity, efficiency, and control over your financial processes with invoice processing automationâ&#x20AC;Śavailable 100% cloud-based or on-premise.

Navision

Solomon

Nexonia http://www.nexonia.com â&#x20AC;˘ 800-291-4829 Nexonia Highly-configurable web and mobile expense reports seamlessly integrated with MS Dynamics GP including credit cards & multi-currency.

Nodus Technologies, Inc. http://www.nodus.com/products.html 909-482-4701 Credit Card Advantage and CRM Charge Securely process credit cards and eChecks/ACH in real-time with seamless integration between Dynamics GP and/ or CRM. Includes batch processing & reconciliation/reporting tools. Optional AutoPay and customer portal. Nodus Technologies, Inc. http://www.nodus.com/epay_advantage.html 909-482-4701 ePay Advantage - Online Bill Pay Automate A/R, improve cash flow, and provide security and convenience to your customers with an online bill pay portal. Optional recurring/subscription billing, AutoPay, payment plans and remote order entry. Nodus Technologies, Inc. http://www.nodus.com/estore_ solution_stack.html â&#x20AC;˘ 909-482-4701 eStore Solution Stack Go beyond a shopping cart with a feature-rich, automated and fully integrated ecommerce solution. Securely take orders from our PCI certified B2B, B2C, and sales portal web site with attractive responsive web design. Panatrack, Inc. http://www.panatrack.com â&#x20AC;˘ 262-361-4950 PanatrackerGP Field Sales & Inventory Extend GP to capture sales transactions at the point of activity.

Customer Relationship Management

Retail Management System

PaperSave http://www.PaperSave.com â&#x20AC;˘ 877-727-3799 PaperSave PaperSave is a complete document management, electronic workflow and invoice automation solution, Certified for Microsoft Dynamics GP, SL, AX, & CRM. Paymate Software Corporation http://www.paymatesoftware.com 866-729-6283 (1-866-PAYMATE) NEW: Paymate Software Payroll, HR, Time tracking, Scheduling, ESS â&#x20AC;&#x201C; advanced & cost-effective.

ReQlogic http://www.reqlogic.com â&#x20AC;˘ 734-302-2316 ReQlogic ReQlogic is a browser-based employee productivity suite providing solutions for eProcurement, requisitions, vendor invoices, time & expense, and advanced workflow. Solver http://www.solverusa.com â&#x20AC;˘ 310-691-5300 Solver - BI360 Suite Both Excel & Web-based Financial & Operational Reporting, Budgeting, Dashboards, & a pre-configured Data Warehouse w/ direct integration to Microsoft Dynamics.

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

Equipment Rental and Leasing

SYCOR GmbH http://www.sycor-group.com/rental +49 551 490 2491 Sycor.Rental AX 2012 solution for individual & bulk rentals, trade of mobile goods. Full rental lifecycle with key features: graphical scheduling, transport mgmt., service & maintenance, fleet mgmt., flexible billing methods, BI.

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

Point of Sale THEPARTNERCHANNEL.COM | SUMMER 2015

INDUSTRY

Concur https://www.concur.com â&#x20AC;˘ 425-590-5020 Travel Expense and Invoice Management Integrated travel expense and invoice software for Microsoft Dynamics.

Lexmark Enterprise Software (fka Perceptive Software) http://www.perceptivesoftware.com/ products/perceptive-evolution-platform/ integration/application-integration/ microsoft-dynamics-ax.html â&#x20AC;˘ 800-941-7460 Perceptive Interact for Microsoft Dynamics AX Interact for Microsoft Dynamics AX brings integrated document capture and retrieval technology to the AX environment. Locate relevant content quickly and easily based on a customerdefined folder hierarchy.

INDUSTRY

Fleet Management

SYCOR GmbH http://www.sycor-group.com/fleet +49 551 490 2491 Sycor.Fleet AX 2012 solution for fleet management. Key features: graph. scheduling, transport mgmt., service & maintenance, vehicle data mgmt., vehicle history (costs, repairs, damage), BI & reporting, flexible billing methods.

Food and Beverage

Blue Horseshoe http://www.bhsolutions.com â&#x20AC;˘ 317-573-2583 Supply Chain Suite for Dynamics AX Gold Certified ERP Partner providing Tier-1 end-to-end implementation services as well as Industry Leading software to fully optimize your Supply Chain. See what's new in the Supply Chain Suite for Dynamics AX. Business Systems Integrators http://www.BusinessSysInteg.com 866-871-2097 EDI BSI provides superior EDI solutions for AX & GP, both on-premise & SaaS.

Appolis http://www.appolis.com â&#x20AC;˘ 612-343-0404 WithoutWireâ&#x201E;˘ Warehouse WMS Barcode mobile traceable lot serial tracked inventory for Process Discrete MO Manufacture Distributor Food Beverage Supply Chain ship EDI. ASC Software http://www.ascsoftware.com â&#x20AC;˘ 937-429-1428 ASCTrac Award winning, scalable, Warehouse Management Solutions (WMS) designed to support the demanding requirements of Distribution, Manufacturing and 3PL operations, covering the entire Supply Chain cycle. BatchMaster Software, Inc. http://www.batchmaster.com/dynamics-gp/ capabilities.aspx â&#x20AC;˘ 949-583-1646 ext. 226 BatchMaster Manufacturing for Microsoft Dynamics GP BMM GP for formula based manufacturers is directly embedded within, not integrated to, MS Dynamics GP. Offers R&D Lab, Formulation, Costing, QC, Batch Production, Compliance, Scheduling, Planning, Mobile, and more.

http://www.qualityessentialssuite.com 866-949-9504 ext. 811 Quality Essentials Suite Quality Management System integrates to all Dynamics products. Used in chemicals, food and other regulated industries. Control layouts for certificates of analysis, comply with ISO standards, manage lot holds. Lanham AssociatesÂŽ http://www.lanhamassoc.com 678-379-4200 ext. 105 Supply Chain Solutions Seamlessly simple Shipping, Inventory Management, WMS, & EDI Compliance. Best of Breed built inside NAV. More than 110,000+ users worldwide. Metafile 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, workflow, and AP/AR Automation.

KEY:

Axapta

Great Plains

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.

Franchises Horizons International

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

Scalable Data Systems http://www.scalableax.com â&#x20AC;˘ 714-594-7690 Procurement for Manufacturing Procurement of Commodity raw materials fully integrated with MRP providing visibility of production demand to procurement. Key features: Contract Management, Logistics, Risk Management, Track costs and Accruals.

Navision

SUMMER 2015 | THEPARTNERCHANNEL.COM

Solomon

pasUNITY http://pasunity.com/Main/integration.aspx 301-762-8208 ext. 282 pasUNITY Integration Hub Franchise Accounting for Dynamics GPAutomate all aspects of the franchise accounting cycle including data collection and integration from multi-sites, franchise add fees, royalty calculations, and deferred royalties

Computer Information Enterprises http://www.compinfo.com â&#x20AC;˘ 949-263-0910 ImageLink ImageLink is a seamless, fully integrated document management solution designed for users of Microsoft Dynamics SL and Microsoft Dynamics GP who desire to reduce the amount of paper within their organization. Integrated Software, Inc. http://www.isiusa.com â&#x20AC;˘ 321-984-1986 Health Care Management Billing and Financial Management for Home Health and Long Term Care.

InterDyn BMI http://www.erp4health.com â&#x20AC;˘ 866-264-3249 ERP4HealthÂŽ Financial Management Software powered by Microsoft Dynamics. Kronos Incorporated http://www.kronos.com â&#x20AC;˘ 800-225-1561 Workforce CentralÂŽ Suite Seamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources and financial processes. Paramount Technologies

Government Contracting

http://www.ParamountTechnologies.com 800-725-4408 WorkPlace for Healthcare Requisition, approval, budget checking and integration to Binary Stream for Materials Management

IPM Global Pty Ltd

Sierra Workforce Solutions

http://www.ipmglobal.net â&#x20AC;˘ 503-608-4770 NEW: IPM Project Management IPM Project Management is a purpose built XRM Solution that delivers a fresh approach to Project Management in the Construction / Engineering sectors. Incorporating Comprehensive Contract and Cost Control.

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.

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

Healthcare

Business Computers Software, Inc. http://www.business-computers.com 303-494-9390 Time Matrix Time Clock that integrates with Dynamics GP PR, HR, PA, & Manufacturing.

Customer Relationship Management

Retail Management System

Experlogix, Inc. http://www.experlogix.com 805-504-9729 ext. 712 Experlogix CPQ (Configure Price Quote) for Microsoft Dynamics CRM & ERP Experlogix CPQ solutions meet the demands of todayâ&#x20AC;&#x2122;s competitive marketplace by simplifying the process of selling customized products, accelerating proposal development times and increasing quote-to-order ratios. QBD Systems http://www.qbdsys.com â&#x20AC;˘ 800-743-9003 Universal PLM Integration Integration w/ PLM s/w incl. Agile, Arena, Aras, Solidworks EPDM & more.

Point of Sale

Verosoft Design Inc http://www.theassetguardian.com/Pages/ index.aspx â&#x20AC;˘ 866-444-2366 ext. 2264 NEW: TAG - The Asset Guardian The best in class to manage Maintenance operations & assets. TAG is a powerful CMMS to plan, control & monitor preventative & corrective maintenance activities. Downtime & cost reduction + performance boost with TAG.

Industrial Equipment

Manufacturing

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

Insurance

Appolis http://www.appolis.com â&#x20AC;˘ 612-343-0404 WithoutWireâ&#x201E;˘ Warehouse WMS Barcode mobile traceable lot serial tracked inventory for Process Manufacture MO Distributor Food Beverage Pharma Chemical CPG ship EDI.

AssureSign LLC http://www.assuresign.com â&#x20AC;˘ 407-670-0400 AssureSign Electronic Signature Software Integrated cloud or on-premise enterprise class Electronic Signatures. EthoTech, Inc. http://www.ethotech.com â&#x20AC;˘ 678-384-7500 ext. 1 Commission Plan Calculate, pay and track all variable compensation, including Sales Commissions, Bonuses, Royalties, Rebates and SPIFFS. Effortlessly create and modify commission plans, and then quickly distribute reports by e-mail.

Life Sciences Arbela Technologies http://www.arbelatech.com â&#x20AC;˘ 949-291-4777 Arbela Technologies Our specialties can align with all your industry-specific and evolving business needs. With minimum customizations, we tailor AX and CRM to effectively reduce costs and improve efficiency. Gain from our experience!

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

KEY:

Axapta

Great Plains

Arbela Technologies http://www.arbelatech.com â&#x20AC;˘ 949-291-4777 Arbela Technologies Our specialties can align with all your industry-specific and evolving business needs. With minimum customizations, we tailor AX and CRM to effectively reduce costs and improve efficiency. Gain from our experience! ASC Software http://www.ascsoftware.com â&#x20AC;˘ 937-429-1428 ASCTrac Award winning, scalable Warehouse Management Solutions & MFG operations. BatchMaster Software, Inc. http://www.batchmaster.com/dynamics-gp/ capabilities.aspx â&#x20AC;˘ 949-583-1646 ext. 226 BatchMaster Manufacturing for Microsoft Dynamics GP BMM GP for formula based manufacturers is directly embedded within, not integrated to, MS Dynamics GP. Offers R&D Lab, Formulation, Costing, QC, Batch Production, Compliance, Scheduling, Planning, Mobile, and more. Bond Consulting Services http://www.BondConsultingServices.com 562-988-3451 NEW: Microsoft Dynamics ERP Solutions for Manufacturing & Distribution We are a Gold ERP/Silver CRM Partner and the go to multilingual consulting team for Process & Discrete Manufacturers and CPG and F&B Distributors from SMB to Enterprise.

Navision

Solomon

Business Computers Software, Inc. http://www.business-computers.com 303-494-9390 Time Matrix Time Clock that integrates with Dynamics GP PR, HR, PA, & Manufacturing. Computer Information Enterprises http://www.compinfo.com â&#x20AC;˘ 949-263-0910 ImageLink ImageLink is a seamless, fully integrated document management solution designed for users of Microsoft Dynamics SL and Microsoft Dynamics GP who desire to reduce the amount of paper within their organization.

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

Kronos Incorporated http://www.kronos.com â&#x20AC;˘ 800-225-1561 Workforce CentralÂŽ Suite Seamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources and financial processes. Lanham AssociatesÂŽ http://www.lanhamassoc.com 678-379-4200 ext. 105 AFP (Advanced Forecasting and Procurement) for Manufacturing Forecasts inventory items as components or finished goods. Gain control. Lexmark Enterprise Software (fka Perceptive Software) http://www.readsoft.com/solutions/documentprocess-automation/invoice-processingfor-microsoft-dynamics â&#x20AC;˘ 888-732-3763 Invoice Processing for Microsoft Dynamics Push the boundaries of process automation to gain even more productivity, efficiency, and control over your financial processes with invoice processing automationâ&#x20AC;Śavailable 100% cloud-based or on-premise. Lexmark Enterprise Software (fka Perceptive Software) http://www.perceptivesoftware.com/ products/perceptive-evolution-platform/ integration/application-integration/ microsoft-dynamics-ax.html â&#x20AC;˘ 800-941-7460 Perceptive Interact for Microsoft Dynamics AX Interact for Microsoft Dynamics AX brings integrated document capture and retrieval technology to the AX environment. Locate relevant content quickly and easily based on a customerdefined folder hierarchy. Liaison Software Corp

HighJump Software

Metafile Information Systems, Inc.

http://www.highjump.com/truecommerce 888-430-4489 HighJump TrueCommerce EDI Solutions

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, workflow, and AP/AR Automation.

Scalable & affordable EDI solutions for Microsoft Dynamics. A managed service approach, from one trusted source, helps lower your fulfillment & procurement costs & connects to you an expansive global trading network.

Customer Relationship Management

Retail Management System

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

Point of Sale THEPARTNERCHANNEL.COM | SUMMER 2015

INDUSTRY

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

INDUSTRY

Sana Commerce http://www.sana-commerce.com 646-362-0432 NEW: Sana Commerce Sana delivers fully integrated B2B e-commerce solutions for Microsoft Dynamics NAV & AX that help wholesalers and manufacturers to grow online. Scalable Data Systems http://www.scalableax.com â&#x20AC;˘ 714-594-7690 Procurement for Manufacturing Procurement of Commodity raw materials fully integrated with MRP providing visibility of production demand to procurement. Key features: Contract Management, Logistics, Risk Management, Track costs and Accruals.

WilloWare, Inc. http://www.willoware.com 888-339-4556 ext. 1 MO Generator MO Generator creates a set of MO's for a parent item and sub-assemblies below the parent, schedules and releases Experlogix MO's, and receives and posts MO Receipts.

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

Non-Profit Organizations Paramount Technologies Scalable Data Systems http://www.scalableax.com â&#x20AC;˘ 425-931-9972 Advanced Production Scheduling Review and adjust Production Schedule from the Gantt Chart. Key Features: Dashboard View, Additional sort sequences, Reroute to alternative work centers.

http://www.ParamountTechnologies.com 800-725-4408 WorkPlace for Non-Profits Requisition & Expense with GL Distribution, Encumbrance & Audit Trails. Sierra Workforce Solutions http://www.sierraws.com 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.

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

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

KEY:

Axapta

Great Plains

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

Navision

SUMMER 2015 | THEPARTNERCHANNEL.COM

Solomon

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

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

Property Management

Horizons International

Concur https://www.concur.com â&#x20AC;˘ 425-590-5020 Travel Expense and Invoice Management Integrated travel expense and invoice software for Microsoft Dynamics.

Professional Services Globe Software http://www.globesoftware.com â&#x20AC;˘ 701-235-4084 Atlas - Real-time Reporting & Upload into AX from Microsoft Office Using Atlas, you'll see how real-time two way data validation integrates between Office, Dynamics AX & CRM. From data migration to production, register on our web site for a free trial. JOVACO Solutions Inc. http://www.jovaco.com â&#x20AC;˘ 888-988-3535 ext. 122 JOVACO Project Suite Project accounting for professional service firms to manage projects through web-based time & expense and resource mgmt modules. Top features: extensive reporting, multi-company & interdepartmental capabilities. Nexonia http://www.nexonia.com â&#x20AC;˘ 800-291-4829 Nexonia Highly-configurable web and mobile expense reports seamlessly integrated with MS Dynamics GP including credit cards & multi-currency. Rockton Software http://www.rocktonconnect.com â&#x20AC;˘ 877-476-2586 Rockton Connect Rockton Connect, small business accounting built inside Microsoft Dynamics CRM online specifically for professional service organizations.

Customer Relationship Management

Retail Management System

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

Restaurant pasUNITY http://pasunity.com/Main/integration.aspx 301-762-8208 ext. 282 pasUNITY Integration Hub Franchise Accounting for Dynamics GPAutomate all aspects of the franchise accounting cycle including data collection and integration from multi-sites, franchise add fees, royalty calculations, and deferred royalties Sypnio Software http://www.sypnio.com â&#x20AC;˘ 815-656-4000 Sypnio ACA Reporting Get the deepest reporting of any Affordable Care Act tool for Microsoft Dynamics GP. Sypnio expertly tracks eligibility and affordability, and prints Form 1095-C regardless of measurement method. Support is stellar. Sypnio Software http://www.sypnio.com â&#x20AC;˘ 815-656-4000 NEW: Sypnio ACA Database Combiner An add-on to Sypnio ACA Reporting that allows commonly controlled or affiliated companies to meet Affordable Care Act filing requirements for consolidated reporting on IRS Form 1094-C.

Point of Sale

Retail

Metafile 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, workflow, and AP/AR Automation. Panatrack, Inc. http://www.panatrack.com â&#x20AC;˘ 262-361-4950 PanatrackerGP Field Sales & Inventory Extend GP to capture sales transactions at the point of activity.

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

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

Nexonia http://www.nexonia.com â&#x20AC;˘ 800-291-4829 Nexonia Highly-configurable web and mobile expense reports seamlessly integrated with MS Dynamics GP including credit cards & multi-currency.

Sypnio Software http://www.sypnio.com â&#x20AC;˘ 815-656-4000 Sypnio ACA Reporting Get the deepest reporting of any Affordable Care Act tool for Microsoft Dynamics GP. Sypnio expertly tracks eligibility and affordability, and prints Form 1095-C regardless of measurement method. Support is stellar. Sypnio Software http://www.sypnio.com â&#x20AC;˘ 815-656-4000 NEW: Sypnio ACA Database Combiner An add-on to Sypnio ACA Reporting that allows commonly controlled or affiliated companies to meet Affordable Care Act filing requirements for consolidated reporting on IRS Form 1094-C.

Software

Concur https://www.concur.com â&#x20AC;˘ 425-590-5020 Travel Expense and Invoice Management Integrated travel expense and invoice software for Microsoft Dynamics. Corporate Services http://www.corpservice.com â&#x20AC;˘ 800-293-6822 TrakQuip and RTMS Software Solutions Whether you own, rent, or utilize equipment, TrakQuip & RTMS make it easy to track & manage your assets, automate routine business operations, & produce excellent financial information to accurately run your business.

KEY:

Axapta

Great Plains

Navision

Software Manufacturers NMB Solutions http://www.nmbsolutions.ca â&#x20AC;˘ 800-563-1007 Dynamics AX 2012 R3 Multi Carrier Parcel and LTL Intergration for UPS and FedEx Dynamics AX 2012 R3 Multi Carrier Parcel and LTL Shipping Solution Integration: The NMB Solution Module is written using standard Dynamics AX objects and is designed to allow easy interaction with FedEx, DHL and UPS. Red Maple http://www.redmaple.com â&#x20AC;˘ 972-980-6963 Red Maple's Advanced Trade and Pricing Adv Trade extends pricing capabilities to include complex pricing structures, extends billing, billing schedules and revenue recognition of complex transactions. Contracts can be generated and managed easily. Rockton Software http://www.rocktonconnect.com 877-476-2586 Rockton Connect Rockton Connect, small business accounting built inside Microsoft Dynamics CRM online specifically for software companies.

Staffing/Recruiting Joesoftware Inc. http://www.joesoftware.com â&#x20AC;˘ 780-990-0220 Recruitment Accelerator Web-based recruiting mgmt, resume collection & on-boarding accelerator.

Transportation NMB Solutions http://www.nmbsolutions.ca â&#x20AC;˘ 800-563-1007 Dynamics AX 2012 R3 Multi Carrier Parcel and LTL Intergration for UPS and FedEx Dynamics AX 2012 R3 Multi Carrier Parcel and LTL Shipping Solution Integration: The NMB Solution Module is written using standard Dynamics AX objects and is designed to allow easy interaction with FedEx, DHL and UPS.

Selective Software Inc http://www.selectivesoftware.com 421-369-0480 In Transit Software Integrated solutions for Trucking: Loads, Driver/Carrier Pay, Freight Billing, EDI, Dispatch, Imaging, Maintenance & Repair, Fuel Integration, Road Taxes. Reporting & more. Asset-Based & Brokerage.

Utilities Lexmark Enterprise Software (fka Perceptive Software) http://www.readsoft.com/solutions/documentprocess-automation/invoice-processingfor-microsoft-dynamics â&#x20AC;˘ 888-732-3763 Invoice Processing for Microsoft Dynamics Push the boundaries of process automation to gain even more productivity, efficiency, and control over your financial processes with invoice processing automationâ&#x20AC;Śavailable 100% cloud-based or on-premise. Lexmark Enterprise Software (fka Perceptive Software) http://www.perceptivesoftware.com/ products/perceptive-evolution-platform/ integration/application-integration/ microsoft-dynamics-ax.html â&#x20AC;˘ 800-941-7460 Perceptive Interact for Microsoft Dynamics AX Interact for Microsoft Dynamics AX brings integrated document capture and retrieval technology to the AX environment. Locate relevant content quickly and easily based on a customerdefined folder hierarchy.

Customer Relationship Management

Retail Management System

Point of Sale THEPARTNERCHANNEL.COM | SUMMER 2015

INDUSTRY

Sypnio Software http://www.sypnio.com â&#x20AC;˘ 815-656-4000 NEW: Sypnio ACA Database Combiner An add-on to Sypnio ACA Reporting that allows commonly controlled or affiliated companies to meet Affordable Care Act filing requirements for consolidated reporting on IRS Form 1094-C.

INDUSTRY

Warehouse Management

Appolis http://www.appolis.com â&#x20AC;˘ 612-343-0404 WithoutWireâ&#x201E;˘ Warehouse WMS Barcode mobile traceable lot serial tracked inventory for Manufacture Distributor Pharma Chemical CPG Food Field Service tech job ship EDI.

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. eNSYNC Solutions, Inc. http://www.ScanWorkX.com â&#x20AC;˘ 913-647-8640 ScanWorkX for Dynamics AX Extend Dynamics AX to nearly any mobile device. More than 75 standard DAX functions with and without barcoding. Custom transactions available. Lanham AssociatesÂŽ http://www.lanhamassoc.com 678-379-4200 ext. 105 ACE WarehousingÂŠ 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.

NMB Solutions http://www.nmbsolutions.ca â&#x20AC;˘ 800-563-1007 Dynamics AX 2012 R3 Multi Carrier Parcel and LTL Intergration for UPS and FedEx Dynamics AX 2012 R3 Multi Carrier Parcel and LTL Shipping Solution Integration: The NMB Solution Module is written using standard Dynamics AX objects and is designed to allow easy interaction with FedEx, DHL and UPS.

Wholesale Trade: Durable Goods

Flintfox International Limited http://www.flintfox.com â&#x20AC;˘ 844-876-4276 TPM for Dynamics Suite Flintfox solutions provide a single, integrated platform to manage all trade promotion activity, from client relationships to the financial execution; streamlining information and managing complex pricing with ease.

Globe Software http://www.globesoftware.com â&#x20AC;˘ 701-235-4084 Atlas - Real-time Reporting & Upload into AX from Microsoft Office Using Atlas, you'll see how real-time two way data validation integrates between Office, Dynamics AX & CRM. From data migration to production, register on our web site for a free trial. HighJump Software http://www.highjump.com/truecommerce 888-430-4489 HighJump TrueCommerce EDI Solutions Scalable & affordable EDI solutions for Microsoft Dynamics. A managed service approach, from one trusted source, helps lower your fulfillment & procurement costs & connects to you an expansive global trading network. Lanham AssociatesÂŽ http://www.lanhamassoc.com 678-379-4200 ext. 105 Supply Chain Solutions Seamlessly simple Shipping, Inventory Management, WMS, & EDI Compliance. Best of Breed built inside NAV. More than 110,000+ users worldwide. RockySoft http://www.RockySoft.com 970-493-0868 ext. 106 Inventory Management and Supply Chain Planning Pack Light Supply Chain Mgmt SuiteForecasting, Inventory Mgmt, Purchase Order Planning, Vendor Lead Time Mgmt, Retail Store Planning and S&OP.

Scalable Data Systems http://www.scalableax.com â&#x20AC;˘ 714-594-7690 Landed Cost Manage Multiple Vendors/PO's as one shipment to improve efficiency and visibility. Key features: Accruals, Auto Cost Allocation, in transit costing.

Wholesale Trade: Non-durable Goods Lanham AssociatesÂŽ http://www.lanhamassoc.com 678-379-4200 ext. 105 Supply Chain Solutions Seamlessly simple Shipping, Inventory Management, WMS, & EDI Compliance. Best of Breed built inside NAV. More than 110,000+ users worldwide. Scalable Data Systems http://www.scalableax.com â&#x20AC;˘ 714-594-7690 Landed Cost Manage Multiple Vendors/PO's as one shipment to improve efficiency and visibility. Key features: Accruals, Auto Cost Allocation, in transit costing.

Learn why Karen with ChargeLogic likes The List: â&#x20AC;&#x153;The List provides a fast and easy way for Microsoft Dynamics users to find the perfect solutions to fit their needs. All the leading solutions are there in one place. Having access to The List on your mobile device makes finding what you need easy no matter where you areâ&#x20AC;&#x201D;at the airport, in a meeting, or on the road.â&#x20AC;? Karen Tran ChargeLogic

KEY:

Axapta

Great Plains

Navision

SUMMER 2015 | THEPARTNERCHANNEL.COM

Solomon

Customer Relationship Management

Retail Management System

Point of Sale

Horizontal Accounting Encore Business Solutions http://www.encorebusiness.com â&#x20AC;˘ 888-898-4330 ePayStub for Canadian Payroll ePaystub for Canadian Payroll is a seamless extension to Microsoft Dynamics GP Canadian Payroll that allows users to email out employee Payslips with an email that is password protected. Lexmark Enterprise Software (fka Perceptive Software) http://www.perceptivesoftware.com/ products/perceptive-evolution-platform/ integration/application-integration/ microsoft-dynamics-ax.html â&#x20AC;˘ 800-941-7460 Perceptive Interact for Microsoft Dynamics AX Interact for Microsoft Dynamics AX brings integrated document capture and retrieval technology to the AX environment. Locate relevant content quickly and easily based on a customerdefined folder hierarchy.

Analytics

Rockton Software http://www.rocktonconnect.com â&#x20AC;˘ 877-476-2586 Rockton Connect Rockton Connect, small business accounting built inside Microsoft Dynamics CRM online.

Affordable Care Act Reporting AIM Technologies http://www.aim-technologies.com/ acadashboard.html â&#x20AC;˘ 888-234-0428 The ACA Dashboard Complete solution for proactive management and reporting for compliance with the Affordable Care Act. Elevate HR, Inc. http://elevate-hr.com/solutions/ 877-968-4440 NEW: Elevate HR Extensions for AX HCM HCM Process Wizards, Approval Flow, Benefits Admin, Global Payroll, etc. Greenshades Software http://www.greenshades.com/landing-aca. php?source=TheList â&#x20AC;˘ 888-255-3815 ext. 2 Affordable Care Act From tracking eligibility and enrollment requirements to producing and filing 1095-C returns, Greenshades has Affordable Care Act requirements under control. Request a demo today and take the pain out of ACA.

KEY:

Axapta

Great Plains

Arbela Technologies http://www.arbelatech.com â&#x20AC;˘ 949-291-4777 Arbela Technologies Our specialties can align with all your industry-specific and evolving business needs. With minimum customizations, we tailor AX and CRM to effectively reduce costs and improve efficiency. Gain from our experience! Encore Business Solutions http://www.encorebusiness.com 888-898-4330 ext. 336 Advanced SmartList Enhanced analysis of SmartList data. Ad-hoc reports & queries on the fly. Sort, filter & re-order columns easily. Sum groups of info fast. Encore Business Solutions http://www.encorebusiness.com 888-898-4330 ext. 336 Project Tracking with Advanced Analytics Streamline your COAâ&#x20AC;&#x2122;s. Record & report rev, expense & profit by proj; against budgets; over multiple yrs. Great alternate to GP Proj. Acctg. Kronos Incorporated http://www.kronos.com â&#x20AC;˘ 800-225-1561 Workforce CentralÂŽ Suite Seamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources and financial processes.

Navision

Solomon

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

Automation Lexmark Enterprise Software (fka Perceptive Software) http://www.readsoft.com/solutions/documentprocess-automation/invoice-processingfor-microsoft-dynamics â&#x20AC;˘ 888-732-3763 Invoice Processing for Microsoft Dynamics Push the boundaries of process automation to gain even more productivity, efficiency, and control over your financial processes with invoice processing automationâ&#x20AC;Śavailable 100% cloud-based or on-premise. mcÂ˛ http://www.mc2software.com â&#x20AC;˘ 303-872-3000 GP Agent Schedule maintenance - checklists, script statements, reconcile & more.

Panatrack, Inc. http://www.panatrack.com â&#x20AC;˘ 262-361-4950 PanatrackerGP for Fixed Assets Bar Code data capture extending GP Fixed Asset module to manage assets. Panatrack, Inc. http://www.panatrack.com â&#x20AC;˘ 262-361-4950 PanatrackerGP for Inventory Management Add an integrated bar code solution and turn GP into your WMS for inventory management. An easy to install solution with robust features. RF-SMART http://ax.rfsmart.com â&#x20AC;˘ 904-399-8500 RF-SMART Data Collection #1 brand of mobile solutions for AX warehousing, manufacturing, & retail inventory control. "Your Supply Chain: Mobile. Accurate. Real time."

Budgeting

deFacto Global, Inc. 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, Affordable.

Dynamic Budgets http://www.dynamicbudgets.com 650-332-6650 Dynamic Budgets Replace Forecaster with a more intuitive and robust budgeting tool which can be up and running in 2 hours! Give your staff real-time drill down reporting on GP transactions and eliminate Excel-based budgeting chaos.

Barcode Data Collection Solver

MT Mobility http://www.mt-mobility.com 641-753-5999 ext. 151 MT Mobility Mobilized ERP system. Custom software & rugged low-cost barcode scanner.

Customer Relationship Management

Retail Management System

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

Business Intelligence

Client Strategy Group http://www.csgax.com â&#x20AC;˘ 216-524-2574 Dynamics AX Done Right! CSG has proven expertise in: AX Performance Tuning, Business Intelligence, and AX 2012 Upgrades.

Point of Sale THEPARTNERCHANNEL.COM | SUMMER 2015

HORIZONTAL

Corporate Renaissance Group http://www.trendminer-xrm.com 613-232-4295 Trend Miner Ground breaking historical trend analysis & B.I. visualization for Dynamics CRM. Go beyond a snapshot of data to reveal eye-opening trends for better planning & decision making.

HORIZONTAL

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

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

Axapta

Great Plains

ZAP http://www.zapbi.com â&#x20AC;˘ 415-889-5740 ZAP Business Intelligence ZAP provides 'Buy, Not Build' business intelligence for organizations using Microsoft Dynamics. ZAP's Trusted Analytics ensure your company is aligned through best practice metrics that deliver real business results.

Business Process Management

ACOM Solutions, Inc. http://www.acom.com/solutions/msdynamics-gpgreat-plains/ â&#x20AC;˘ 800-699-5758 Automated Payables, Sale Order Processing & Document Management Designed for Dynamics GP Securely manage the capture, workflow, & storage of invoices, documents & all vital business information. 3-way matching, live accrual reporting & the ability to complete transactions directly from workflows. Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workflow, output & archive w/doc-link, Doc. Mgmt. for Dynamics. docSTAR http://www.docstar.com â&#x20AC;˘ 888-docSTAR docSTAR eclipse Smart AP Automation docSTAR is the premier AP solution provider for small to mid-size enterprises. Streamline your AP invoice processing with intelligent data capture, workflow, and integration with Microsoft Dynamics ERP.

Enterprise Ventures Corporation

Halo Business Intelligence

KEY:

Lexmark Enterprise Software (fka Perceptive Software)

http://www.bpmtoday.net/ â&#x20AC;˘ 404-600-9252 NEW: Intelligent Business Process Management Solutions The #1 Gartner rated Business Process Management suite for Microsoft Dynamics. We provide organizations with a Total Optimization platform to achieve breakthrough results in lean process improvement. JAT Computer Consulting, Inc. http://www.jatnet.com/JBC.htm 888-525-8874 ext. 462 JAT Benefits Connect (JBC) JBC communicates enrollment data to carriers and insurance providers.

Navision

SUMMER 2015 | THEPARTNERCHANNEL.COM

Solomon

Collaboration Platform

http://www.readsoft.com/solutions/documentprocess-automation/invoice-processingfor-microsoft-dynamics â&#x20AC;˘ 888-732-3763 Invoice Processing for Microsoft Dynamics Push the boundaries of process automation to gain even more productivity, efficiency, and control over your financial processes with invoice processing automationâ&#x20AC;Śavailable 100% cloud-based or on-premise. Lexmark Enterprise Software (fka Perceptive Software) http://www.perceptivesoftware.com/ products/perceptive-evolution-platform/ integration/application-integration/ microsoft-dynamics-ax.html â&#x20AC;˘ 800-941-7460 Perceptive Interact for Microsoft Dynamics AX Interact for Microsoft Dynamics AX brings integrated document capture and retrieval technology to the AX environment. Locate relevant content quickly and easily based on a customerdefined folder hierarchy. Metafile 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, workflow, and AP/AR Automation.

Commissions

EthoTech, Inc. http://www.ethotech.com â&#x20AC;˘ 678-384-7500 ext. 1 Commission Plan Calculate, pay and track all variable compensation, including Sales Commissions, Bonuses, Royalties, Rebates and SPIFFS. Effortlessly create and modify commission plans, and then quickly distribute reports by e-mail. Flaum Technologies Inc. http://www.CommissionCalc.com 888-962-6667 ext. 24 CommissionCalc The practical way to automate "impossible" commission plans.

Check Printing Liaison Software Corp http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger DD Batch email password protected Direct Deposit Statements to Employees. MHC Software, Inc. http://www.mhcsoftwareinc.com â&#x20AC;˘ 952-882-3341 Document Express Accounts Payable & Payroll MICR Check Printing MICR checks print to blank stock from standard Dynamics output. Ideal for unique customizations- print virtually any data available in Dynamics on checks. Digitized signatures, positive pay, secure remote printing.

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

Customer Relationship Management

Retail Management System

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

Compliance ACOM Solutions, Inc. http://www.acom.com/solutions/msdynamics-gpgreat-plains/ â&#x20AC;˘ 800-699-5758 Integrated Document Management and Process Automation for Dynamics GP Direct and control the entire lifecycle of your documents and unstructured information, while protecting the information within them & keeping you within compliance mandates. Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management doc-link electronic document solutions support compliance mandates.

Point of Sale

Cost Accounting

Arbela Technologies http://www.arbelatech.com â&#x20AC;˘ 949-291-4777 Arbela Security Manager Arbela Security Manager addresses security creation & mgmt, risk & compliancy requirements, & audit preparation with inquires & reports. Focus on your business not your technology needs. Gain from our experience!

Corporate Renaissance Group http://www.crgroup.com â&#x20AC;˘ 613-232-4295 Cost Allocator Perform multi-level account allocations using 1 of 4 methods: percentage values, fixed amounts, cost drivers/measures, or account balance. Integrates with Dynamics, other ERP solutions or as a stand-alone system.

Credit Card/Check Processing

Rockton Software http://www.rocktonsoftware.com 877-476-2586 Auditor Changes happen. Now you have a way to track them all. Rockton Software http://www.rocktonsoftware.com 877-476-2586 Dynamics GP Toolbox 25 helpful tools in one convenient package? Just when you thought it couldnâ&#x20AC;&#x2122;t get any better.

Axapta

Great Plains

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

k-eCommerce http://www.k-eCommerce.com 855-k-eCommerce KloudPay Secure, PCI Certified ACH/credit card solution with batch processing and ability to store sensitive data off site with tokenization.

Customer Relationship Management AbleBridge http://www.ablebridge.com/productsproject-management.htm â&#x20AC;˘ 877-600-2253 Project Management for Microsoft Dynamics CRM Easy to use Project Management integrated with Microsoft Dynamics CRM. AbleBridge http://www.ablebridge.com/editablecrm-grid.htm â&#x20AC;˘ 877-600-2253 EditAble CRM Grid for Microsoft Dynamics CRM Top 10 ISV Solution. Transform CRM Forms and Views with inline editing, grouping, sorting, inline calculations and much more. eBridge Connections http://www.ebridgeconnections.com 800-755-6921 eBridge for CRM Cloud solution for seamless integration of customer & opportunity data. Experlogix, Inc. http://www.experlogix.com 805-504-9729 ext. 712 Experlogix CPQ (Configure Price Quote) for Microsoft Dynamics CRM & ERP Experlogix CPQ solutions meet the demands of todayâ&#x20AC;&#x2122;s competitive marketplace by simplifying the process of selling customized products, accelerating proposal development times and increasing quote-to-order ratios.

Visionary Software Consulting, Inc. http://crm-rules.com â&#x20AC;˘ 877-276-1942 CRM Rules for Microsoft Dynamics CRM Easily configure dynamic CRM forms. More powerful than Business Rules.

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

Navision

Solomon

Customer Relationship Management

Retail Management System

Data Integration

Admiral Consulting Group http://www.admiral-west.com/solutions_ activeconnect.html â&#x20AC;˘ 866-794-1275 ext. 101 ActiveConnect Integrate data from your website, SQL Server, ODBC, or Excel up to 20x faster and more easily than with Integration Manager, for less cost. Also send data directly from Excel to Dynamics with a click of a button. Alba Spectrum Corporation http://www.albaspectrum.com â&#x20AC;˘ 773-384-9264 Alba360 Posting Server GP Automated GP posting utility optimized for high transaction volume with support for audit trails, email error notification, Inter/cross-company transactions, batch selection rules & 3rd party application integration. eBridge Connections http://www.ebridgeconnections.com 800-755-6921 eBridge Integration Solution The leading cloud integration platform for EDI, eCommerce & CRM systems. Encore Business Solutions http://www.encorebusiness.com 888-898-4330 ext. 336 Project Tracking with Advanced Analytics Streamline your COAâ&#x20AC;&#x2122;s. Record & report rev, expense & profit by proj; against budgets; over multiple yrs. Great alternate to GP Proj. Acctg. pasUNITY http://pasunity.com/Main/integration.aspx 301-762-8208 ext. 282 pasUNITY Integration Hub Franchise Accounting for Dynamics GPAutomate all aspects of the franchise accounting cycle including data collection and integration from multi-sites, franchise add fees, royalty calculations, and deferred royalties

Data Management

Point of Sale THEPARTNERCHANNEL.COM | SUMMER 2015

HORIZONTAL

Greenshades Software http://www.greenshades.com/landing-aca. php?source=TheList â&#x20AC;˘ 888-255-3815 ext. 2 Affordable Care Act From tracking eligibility and enrollment requirements to producing and filing 1095-C returns, Greenshades has Affordable Care Act requirements under control. Request a demo today and take the pain out of ACA.

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

InsideView http://www.insideview.com/microsoft/the-list 415-728-9363 InsideView Data for Microsoft Dynamics CRM Clean, append & maintain your CRM data with InsideViewâ&#x20AC;&#x2122;s current, complete company & contact data. Do it automatically or with one-click sync.

RockySoft http://www.RockySoft.com 970-493-0868 ext. 106 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.

Distribution

Document Management

HORIZONTAL

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

Blue Horseshoe http://www.bhsolutions.com â&#x20AC;˘ 317-573-2583 Supply Chain Suite for Dynamics AX Gold Certified ERP Partner providing Tier-1 end-to-end implementation services as well as Industry Leading software to fully optimize your Supply Chain. See what's new in the Supply Chain Suite for Dynamics AX. KTL Solutions, Inc. http://www.ktlsolutions.com â&#x20AC;˘ 866-960-0001 KTL SOP Advanced Distribution Allows you to dynamically define where each segment of the account comes from either the customer, vendor item, system, static, or payment terms.

Lanham AssociatesÂŽ http://www.lanhamassoc.com 678-379-4200 ext. 105 Supply Chain Solutions Seamlessly simple Shipping, Inventory Management, WMS, & EDI Compliance. Best of Breed built inside NAV. More than 110,000+ users worldwide. NMB Solutions http://www.nmbsolutions.ca â&#x20AC;˘ 800-563-1007 Dynamics AX 2012 R3 Multi Carrier Parcel and LTL Intergration for UPS and FedEx Dynamics AX 2012 R3 Multi Carrier Parcel and LTL Shipping Solution Integration: The NMB Solution Module is written using standard Dynamics AX objects and is designed to allow easy interaction with FedEx, DHL and UPS. KEY:

Axapta

Great Plains

Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workflow, output & archive w/doc-link, Doc. Mgmt. for Dynamics. Computer Information Enterprises http://www.compinfo.com â&#x20AC;˘ 949-263-0910 ImageLink ImageLink is a seamless, fully integrated document management solution designed for users of Microsoft Dynamics SL and Microsoft Dynamics GP who desire to reduce the amount of paper within their organization.

SUMMER 2015 | THEPARTNERCHANNEL.COM

Solomon

Metafile 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, workflow, and AP/AR Automation. MHC Software, Inc. http://www.mhcsoftwareinc.com 952-882-3341 MHC Image Express Electronically archive vendor invoices, HRdocs, POs & more. Automated document entry. Retrieve documents from Dynamics screens or web browser. Retrieve related documents with a single click. Workflow & Report imaging

Lexmark Enterprise Software (fka Perceptive Software) http://www.readsoft.com/solutions/documentprocess-automation/invoice-processingfor-microsoft-dynamics â&#x20AC;˘ 888-732-3763 Invoice Processing for Microsoft Dynamics Push the boundaries of process automation to gain even more productivity, efficiency, and control over your financial processes with invoice processing automationâ&#x20AC;Śavailable 100% cloud-based or on-premise. Lexmark Enterprise Software (fka Perceptive Software) http://www.perceptivesoftware.com/ products/perceptive-evolution-platform/ integration/application-integration/ microsoft-dynamics-ax.html â&#x20AC;˘ 800-941-7460 Perceptive Interact for Microsoft Dynamics AX Interact for Microsoft Dynamics AX brings integrated document capture and retrieval technology to the AX environment. Locate relevant content quickly and easily based on a customerdefined folder hierarchy.

Datahaven for Dynamics http://www.datahaven4dynamics.com 757-222-2000 Datahaven for Dynamics Datahaven is the only scanning, OCR, and workflow 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

Liaison Software Corp

Customer Relationship Management

E-commerce

ChargeLogic http://www.chargelogic.com â&#x20AC;˘ 877-292-2520 ChargeLogic Connect Easy ecommerce integration w/ NAV. PCI-compliant cloud payment solution.

Retail Management System

Point of Sale

Clarity Ventures http://www.partnerchannelclarity.com 800-928-8160 NEW: Clarity eCommerce Fully custom, scalable enterprise eCommerce integrated with Dynamics for the best possible digital experience. Built in customized reporting, SEO, business intelligence and comprehensive administration features. eBridge Connections http://www.ebridgeconnections.com 800-755-6921 eBridge for eCommerce Cloud integration with 20+ eCommerce platforms eg. Magento, Amazon, eBay.

k-eCommerce http://www.k-eCommerce.com 855-k-eCommerce k-eCommerce Integrated B2B, B2C & Sales Portal websites deployed on premise or in a PCI Certified cloud. Built-in CMS, SEO, multilingual / multicurrency capabilities & responsive web design to support mobile & tablet devices.

Vertex SMB http://www.VertexSMB.com/TheList 855-221-5885 Vertex SMB Sales & use tax automation with payas-you-go pricing and PDF returns.

EDI AIM Computer Solutions, Inc. http://www.aimcom.com â&#x20AC;˘ 586-439-0300 AIM Vision AutoSys EDI, AIAG barcode labels, Demand Mgmt, Release Acctg., MMOG-LE/TS16949. Business Systems Integrators http://www.BusinessSysInteg.com 866-871-2097 EDI BSI provides superior EDI solutions for AX & GP, both on-premise & SaaS.

Data Masons Software http://www.datamasons.com â&#x20AC;˘ 866-575-1631 Vantage Point EDI for Dynamics Tightly integrated EDI for Dynamics without customizations.

Nodus Technologies, Inc. http://www.nodus.com/estore_ solution_stack.html â&#x20AC;˘ 909-482-4701 eStore Solution Stack Go beyond a shopping cart with a feature-rich, automated and fully integrated ecommerce solution. Securely take orders from our PCI certified B2B, B2C, and sales portal web site with attractive responsive web design.

KEY:

Axapta

Great Plains

http://www.ebridgeconnections.com 800-755-6921 eBridge for EDI Cloud EDI solution, no transaction fees, 1000+ trading partners. HighJump Software http://www.highjump.com/truecommerce 888-430-4489 HighJump TrueCommerce EDI Solutions Scalable & affordable EDI solutions for Microsoft Dynamics. A managed service approach, from one trusted source, helps lower your fulfillment & procurement costs & connects to you an expansive global trading network.

Lanham AssociatesÂŽ http://www.lanhamservices.com 678-999-3900 Managed EDI Services Did you know Lanham Services offers Managed EDI Services? Management of day-to-day EDI tasks & error resolution. A true turn-key EDI solution.

RedTail Solutions http://www.redtailsolutions.com 508-983-1900 RedTail EDI Freedom to Do Business: Stick to what you do best - our cloud service manages your EDI. Integrated with ERP/WMS/3PL systems. Lowest total cost. Scalable Data Systems http://www.scalableax.com. â&#x20AC;˘ 714-594-7690 EDI Streamline communications between customers/vendors. Key Features: Auto transfer between parties, Orders, Invoices, ASNâ&#x20AC;&#x2122;s & Multi location.

Electronic Document Delivery (Email)/Faxing ACOM Solutions, Inc. http://www.acom.com/solutions/msdynamics-gpgreat-plains/ â&#x20AC;˘ 800-699-5758 Integrated Document Management and Process Automation Automatically capture, route, deliver, archive and securely access information directly from Dynamics GP screens and via Web Browser. Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workflow, output & archive w/doc-link, Doc. Mgmt. for Dynamics. Datahaven for Dynamics http://www.datahaven4dynamics.com 757-222-2000 Datahaven for Dynamics Datahaven is the only scanning, OCR, and workflow 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.

Solomon

Customer Relationship Management

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). Rockton Software http://www.rocktonsoftware.com 877-476-2586 Dynamics Report Manager Rockton has made reporting so fast & easy, youâ&#x20AC;&#x2122;ll want to send us flowers.

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

Expense Solutions

Ariett http://www.ariett.com â&#x20AC;˘ 781-826-1120 Enterprise Travel & Expense Reporting/Azure Cloud/On Premise Expense Reports, Travel, Receipts, Credit Cards, Currency, Any Device.

Concur https://www.concur.com â&#x20AC;˘ 425-590-5020 Travel Expense and Invoice Management Integrated travel expense and invoice software for Microsoft Dynamics.

DATABASICS, Inc. http://www.data-basics.com â&#x20AC;˘ 314-282-9561 DATABASICS Time, Expense and Invoice Reporting DATABASICS offers SaaS solutions for Expense Reporting, Time Tracking and Vendor Invoice Management. Flexible, powerful, easy to use. 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 effectively integrate and streamline employee expense reimbursement with Dynamics.

Lanham AssociatesÂŽ http://www.lanhamassoc.com 678-379-4200 ext. 105 EDI VAN Let Lanham be your one stop for EDI. Van, maps, managed services. We wonâ&#x20AC;&#x2122;t lock you in. Full function, fair price. Lower cost of ownership.

Navision

Liaison Software Corp

Retail Management System

Point of Sale THEPARTNERCHANNEL.COM | SUMMER 2015

HORIZONTAL

eBridge Connections Malibu Commerce http://www.malibucommerce.com 213-891-0630 M-Connect and Magento E-Commerce is cheaper and easier than you think by using Magento and M-Connect. With seamless NAV B2B and B2C integrations M-Connect and Magento provide customer self-service and streamline internal operations.

Lanham AssociatesÂŽ http://www.lanhamassoc.com 678-379-4200 ext. 105 ACE - Advanced Commerce ERP EDI, ASN, Shipping, Carrier Manifest, Labels, Barcoding, TP Compliance, WMS, Forecasting & Replenishment. Best of breed built inside NAV replacing 7 disparate solutions. Seamless simplicity. 110,000+ users worldwide.

Field Service Management eRequester by Paperless Business Systems http://www.erequester.com 206-256-0771 ext. 123 eRequester | EM Use eRequester Expense Management to automate and expedite expense processing. Improve visibility over discretionary spending.

Appolis http://www.appolis.com â&#x20AC;˘ 612-343-0404 WithoutWireâ&#x201E;˘ Field Service Field Service WMS Barcode mobile phone tablet lot serial tracked inventory Job Work Order part return depot tech install telecom oilfield inspect.

Gorilla Expense FieldConnect, Inc. http://www.gorillaexpense.com â&#x20AC;˘ 877-973-6737 Gorilla Expense The Gorilla Expense T&E solution includes mobile apps, purchase card & corporate credit card reconciliation, project accounting expenses, multi-currency, VAT/GST capture & robust integration with GP, NAV, AX & SL.

http://www.fieldconnect.com â&#x20AC;˘ 949-428-1540 FieldConnect Mobile Workforce Solutions FieldConnect produces web-enabled tools for mobile field service automation. Work orders, timesheets, dispatch boards, quoting tools and customer portals integrate directly with Dynamics for maximum efficiency.

HORIZONTAL

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

Nexonia http://www.nexonia.com â&#x20AC;˘ 800-291-4829 Nexonia Highly-configurable web and mobile expense reports seamlessly integrated with MS Dynamics GP including credit cards & multi-currency.

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

Fixed Assets

Panatrack, Inc. http://www.panatrack.com â&#x20AC;˘ 262-361-4950 PanatrackerGP for Fixed Assets Bar Code data capture extending GP Fixed Asset module to manage assets.

General Ledger

Paramount Technologies http://www.ParamountTechnologies.com 800-725-4408 WorkPlace Expense Web-based Travel Request and Expense entry. Mobile expense and receipt capture with integration to AP and Projects.

ReQlogic http://www.reqlogic.com â&#x20AC;˘ 734-302-2316 ReQlogic Expense Management ReQlogicâ&#x20AC;&#x2122;s Expense Management module enables employees to enter expense reports using a browser or phone interface, or Import expense transactions from a bank or credit card account. Real time integration.

KEY:

Axapta

Great Plains

Admiral Consulting Group http://www.admiral-west.com/ advancedallocations/index.html 866-794-1275 ext. 101 Advanced Allocations for Dynamics GP You can easily allocate entire departments, perform tiered allocations, and even allocate transactions. Advanced Allocations also allows you to preview allocation entries before committing them to your ledger. Alba Spectrum Corporation http://www.albaspectrum.com â&#x20AC;˘ 773-384-9264 Alba360 Advanced Quick Journals Allows intercompany and multicurrency transactions to be included in GL Quick Journals.

Navision

SUMMER 2015 | THEPARTNERCHANNEL.COM

Solomon

Alba Spectrum Corporation http://www.albaspectrum.com â&#x20AC;˘ 773-384-9264 Alba360 Financial Utilities Cross-Company control of segment & account descriptions; Historical Journal Entry to any closed year; Advanced Customer Merge (see separate entry). Alba Spectrum Corporation http://www.albaspectrum.com â&#x20AC;˘ 773-384-9264 Alba360 Advanced Customer Merge Customer merge utility designed for large databases. Provisional merge selects, reviews & approves customers to merge. Final merge transfers data to the primary customer. Can update third party tables. Corporate Renaissance Group http://www.crgroup.com/reformatter 613-232-4295 CRG Re-Formatter CRG Re-Formatter is the only tool currently available to help companies quickly & easily modify the account framework of Microsoft Dynamics GPâ&#x201E;˘ GP after the initial installation. Corporate Renaissance Group http://www.crgroup.com/AATools 613-232-4295 AA Tools for Analytical Accounting AA Tools has 4 modules (AA Backfiller, AA Changer, AA SegmentConverter, AA Cubes) to manage the data in AA. Backfill AA data, change AA codes, convert GL segments to AA Dimensions, and complete analytics. Sikich http://www.ExcelIntegrator.com â&#x20AC;˘ 260-485-0665 Infinia Integrator GL Copy-Paste-Import single or multiple journal entries from Excel to Dynamics. Sikich http://www.ExcelIntegrator.com â&#x20AC;˘ 260-485-0665 Infinia Integrator GL, AR, AP for AA Copy-Paste-Import transactions with AA codes from Excel to Dynamics.

HR Management Corporate Renaissance Group http://www.employee-performance.com 877-711-0367 emPerform Award-winning employee performance management for Microsoft Dynamics GP & AX HR. Online performance reviews, 360Â° assessments, goal management, succession planning, pay-for-performance, reporting & social feedback.

Elevate HR, Inc. http://elevate-hr.com/solutions/ 877-968-4440 NEW: Elevate HR Extensions for AX HCM HCM Process Wizards, Approval Flow, Benefits Admin, Global Payroll, etc.

Customer Relationship Management

Retail Management System

Greenshades Software http://www.greenshades.com 888-255-3815 ext. 2 Greenshades Online Employee Services Streamline your HR processes. Our Employee Services module makes benefit sign-up easy and our web based portal eliminates the need to print employee documents and paystubs.

Integrity Data http://www.integrity-data.com 217-732-3737 ext. 0203 Comprehensive HR & Payroll Solutions for Dynamics GP Creating great DynamicsÂŽ GP HR & Payroll experiences by offering solid solutions: reliable software, top-notch support and expert services - making your payroll system works exactly the way you want and need it to! JAT Computer Consulting, Inc. http://www.jatnet.com/JPI.htm 888-525-8874 ext. 462 JAT Payroll Interface (JPI) JPI is a bi-directional integration linking GP HRM and ADP payroll. JAT Computer Consulting, Inc. http://www.jatnet.com/JBC.htm 888-525-8874 ext. 462 JAT Benefits Connect (JBC) JBC communicates enrollment data to carriers and insurance providers.

myStaffingPro http://mystaffingpro.com â&#x20AC;˘ 800-939-2462 myStaffingPro Applicant Tracking System Recruiting software to qualify applicants, track jobs, and select hires. Paymate Software Corporation http://www.paymatesoftware.com 866-729-6283 (1-866-PAYMATE) NEW: Paymate Software Payroll, HR, Time tracking, Scheduling, ESS â&#x20AC;&#x201C; advanced & cost-effective.

Point of Sale

Inter-company Processing Corporate Renaissance Group http://www.crgroup.com/combiner 613-232-4295 Company Combiner With Company Combiner, multiple companies with the same COA can be combined into a single company. Organizations are able to manage all of the companies setup in Dynamics GP from a single company. Services are avail. mcÂ˛ http://www.mc2software.com â&#x20AC;˘ 303-872-3000 Advanced Intercompany Transactions Inter- and intra- company solution for GL, PM, RM, POP, PR, BR, and IV. Sikich http://www.ExcelIntegrator.com 260-485-0665 Infinia Integrator MEM Copy & paste GP intercompany transactions or Binary Stream MEM from Excel to GP.

Inventory Enhancement

WilloWare, Inc. http://www.willoware.com 888-339-4556 ext. 1 CompleteCount Controlled cycle counts in GP using stock tags and Excel. Print tags, ensure accuracy, minimize downtime.

Inventory Management ASC Software http://www.ascsoftware.com â&#x20AC;˘ 937-429-1428 ASCTrac Award winning, scalable Warehouse Management Solutions & MFG operations. eNSYNC Solutions, Inc. http://www.ScanWorkX.com â&#x20AC;˘ 913-647-8640 ScanWorkX for Dynamics AX Extend Dynamics AX to nearly any mobile device. More than 75 standard DAX functions with and without barcoding. Custom transactions available. Lanham AssociatesÂŽ http://www.lanhamassoc.com 678-379-4200 ext. 105 AFP (Advanced Forecasting and Procurement) for Distribution Best fit forecasting & multi-site replenishment with collaboration, promotions, drill-down & multiple rollup views. Unprecedented visibility. Lanham AssociatesÂŽ http://www.lanhamassoc.com 678-379-4200 ext. 105 AFP (Advanced Forecasting and Procurement) for Manufacturing Forecasts inventory items as components or finished goods. Gain control.

KEY:

Axapta

Great Plains

Invoicing Enhancement AvidXchange, Inc. http://www.avidxchange.com/landing/ microsoftdynamics â&#x20AC;˘ 704-971-8154 Complete Accounts Payable Software Solution Streamline invoice capture, intelligently route approvals and automate payments all in 45 days or less... guaranteed.

Concur https://www.concur.com â&#x20AC;˘ 425-590-5020 Travel Expense and Invoice Management Integrated travel expense and invoice software for Microsoft Dynamics. DynamicPoint http://www.dynamicpoint.com/products/ invoice_automation.aspx 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 effectively automate, real-time management of invoice to payment processing.

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

Nodus Technologies, Inc.

Horizons International

http://www.nodus.com/epay_ advantage.html â&#x20AC;˘ 909-482-4701 ePay Advantage - Online Bill Pay Automate A/R, improve cash flow, and provide security and convenience to your customers with an online bill pay portal. Optional recurring/subscription billing, AutoPay, payment plans and remote order entry.

Job Costing JOVACO Solutions Inc. http://www.jovaco.com 888-988-3535 ext. 122 JOVACO Project Suite Project accounting for professional service firms to manage projects through web-based time & expense and resource mgmt modules. Top features: extensive reporting, multi-company & inter-departmental capabilities. 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.

Solomon

Mobility Panatrack, Inc. http://www.panatrack.com â&#x20AC;˘ 262-361-4950 PanatrackerGP Field Sales & Inventory Extend GP to capture sales transactions at the point of activity.

Multi-Entity Management

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

Arbela Technologies http://www.arbelatech.com â&#x20AC;˘ 949-291-4777 Master Data Centralization For Dynamics AX Arbela's Master Data Centralization for Dynamics AX manages product, customer, vendor, employees, and COA master data and their fields across multiple companies for better shared services. Gain from our experience!

Manufacturing Enhancement

Occupational Health & Safety

Joesoftware Inc. http://www.joesoftware.com â&#x20AC;˘ 780-990-0220 Marshal Comprehensive QHSE application. Incident management, employee safety data, training/certifications, jobsite hazard assessments, procedure automation and more. OHSA COR PIR compliant.

Labeling

k-eCommerce http://www.k-eCommerce.com 855-k-eCommerce Online Bill Pay Bundle View, print and pay invoices by ACH or credit card securely from a website with real-time fund recognition.

Navision

Customer Relationship Management

Retail Management System

Point of Sale THEPARTNERCHANNEL.COM | SUMMER 2015

HORIZONTAL

Panatrack, Inc. http://www.panatrack.com â&#x20AC;˘ 262-361-4950 PanatrackerGP Field Sales & Inventory Extend GP to capture sales transactions at the point of activity.

Payables Enhancement

HORIZONTAL

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

Ariett http://www.ariett.com â&#x20AC;˘ 781-826-1120 Enterprise AP Invoice Automation/ Azure Cloud/On Premise Invoice Capture & Approval, Intercompany, Currency, New Vendor Mgmt.

AvidXchange, Inc. http://www.avidxchange.com/landing/ microsoftdynamics â&#x20AC;˘ 704-971-8154 Complete Accounts Payable Software Solution Streamline invoice capture, intelligently route approvals and automate payments all in 45 days or less... guaranteed. Concur https://www.concur.com â&#x20AC;˘ 425-590-5020 Travel Expense and Invoice Management Integrated travel expense and invoice software for Microsoft Dynamics. DynamicPoint http://www.dynamicpoint.com/products/ invoice_automation.aspx 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 effectively automate, real-time management of invoice to payment processing.

KEY:

Axapta

Great Plains

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. ICAN Software Corporation http://www.icansoftware.com 253-777-0708 ext. 112 Mass Apply Payables Mass Apply Payables automates the process of applying payments and credit memos against AP vouchers. It also is an integration tool for importing vendors, vouchers/credit memos, manual payments, and the apply info. KTL Solutions, Inc. http://www.ktlsolutions.com â&#x20AC;˘ 866-960-0001 KTL FastAP Brings distribution window and payment terms directly to the 1st screen. Liaison Software Corp http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger EFT Batch email & fax EFT Remittances to Vendors pref. Archive internal copy. MHC Software, Inc.

Payroll Enhancement

Aatrix Software, Inc. http://www.aatrix.com/dynamics 800-426-0854 ext. 175 Aatrix State and Federal Payroll Reports Complete eFiling and plain paper printing W-2 & 1099 solution. Unemployment, withholding, & new hire reports for all 50 states are completed automatically from your Microsoft Dynamics GP payroll data ready to eFile. Elevate HR, Inc. http://elevate-hr.com/solutions/ 877-968-4440 NEW: Elevate HR Extensions for AX HCM HCM Process Wizards, Approval Flow, Benefits Admin, Global Payroll, etc. Greenshades Software

http://www.mhcsoftwareinc.com 952-882-3341 Electronic Payment Notifications Email and/or fax remittance advices to vendors rather than printing and mailing. System also can be used for employee reimbursements. Huge cost and time savings. Fast ROI. Paramount Technologies http://www.ParamountTechnologies.com/ Solution_InvoiceAutomation.aspx 800-725-4408 WorkPlace AP Invoice Automation Enforce spend management and approvals for PO and non-PO Invoices.

ReQlogic http://www.reqlogic.com â&#x20AC;˘ 734-302-2316 ReQlogic ReQlogic is a browser-based employee productivity suite providing solutions for eProcurement, requisitions, vendor invoices, time & expense, and advanced workflow. Sikich http://www.ExcelIntegrator.com â&#x20AC;˘ 260-485-0665 Infinia Integrator AP Allow users to Copy-Paste-Import AP transactions from Excel to Dynamics.

Navision

SUMMER 2015 | THEPARTNERCHANNEL.COM

Solomon

http://www.greenshades.com 888-255-3815 ext. 2 Greenshades Year End Forms Electronic distribution, print to blank paper, and fully automated mailing services help thousands of Greenshades clients create, distribute and electronically file their 1099, W-2 and 1095-C forms.

Greenshades Software http://www.Greenshades.com 888-255-3815 ext. 2 Greenshades Payroll Tax Service Let us handle the hassle of your payroll tax filings. Greenshades helps facilitate payroll tax returns, deadline management, tax payments, and other reporting requirements.

Customer Relationship Management

Retail Management System

JAT Computer Consulting, Inc. http://www.jatnet.com/JPI.htm 888-525-8874 ext. 462 JAT Payroll Interface (JPI) JPI is a bi-directional integration linking GP HRM and ADP payroll. Joesoftware Inc. http://www.joesoftware.com â&#x20AC;˘ 780-990-0220 Payroll Toolbox Over 50 add-ons to enhance CDN and US Payroll; multi-batch processing, vacation audit and more. KTL Solutions, Inc. http://www.ktlsolutions.com â&#x20AC;˘ 866-960-0001 PayStub Viewer A web-based app that provides employees online access to their pay stubs. Employees can be notified through email when their pay stub is available online. Configuration tool allows control to information. KTL Solutions, Inc. http://www.ktlsolutions.com â&#x20AC;˘ 866-960-0001 KTL PR Security Allows you to restrict access to employee info based off of user ID. Liaison Software Corp http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger DD Batch email password protected Direct Deposit Statements to Employees. MHC Software, Inc. http://www.mhcsoftwareinc.com 952-882-3341 Electronic Direct Deposit Delivery Email direct deposits to employees rather than printing/distributing. Password protected PDF attachments are emailed to employee. Fast ROI. Paymate Software Corporation http://www.paymatesoftware.com 866-729-6283 (1-866-PAYMATE) NEW: Paymate Software Payroll, HR, Time tracking, Scheduling, ESS â&#x20AC;&#x201C; advanced & cost-effective.

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

Point of Sale

Portals

The Portal Connector http://www.crmportalconnector.com/ 705-726-2966 NEW: The Portal Connector for Dynamics CRM Drag and drop your way to powerful CRM Portals in mins. Responsive design, ecommerce, enterprise CMS and prebuilt templates, all built in.

Pricing Flintfox International Limited Adxstudio Inc. http://www.adxstudio.com â&#x20AC;˘ 800-508-7811 Adxstudio Portals Transforming the customer web experience with Portals for Dynamics CRM.

KEY:

Axapta

Great Plains

Procurement Management

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

Paramount Technologies http://www.ParamountTechnologies.com 800-725-4408 WorkPlace Requisition and Procurement Requisition, PunchOut, Check Request, Budget Compliance, RFQ, PO Generation, Receiving, Invoice Matching & Vendor Contract Compliance. Red Maple http://www.redmaple.com â&#x20AC;˘ 972-980-6963 Red Maple's Purchase Rebates Purchase Rebates tracks your rebates receivable. Rebates can be triggered and calculated on many criteria. Rebates can be calculated per invoice or over time. Promotional rebates can be calculated as well.

Ariett http://www.ariett.com â&#x20AC;˘ 781-826-1120 Enterprise Purchasing & Expense/ Azure Cloud/On Premise Requisition, Catalogs, PO, Contract Mgmt., Budgeting & Receiving.

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 effectively integrate and streamline the procurement process with Dynamics GP and NAV.

eRequester by Paperless Business Systems http://www.erequester.com 206-256-0771 ext. 123 eRequester Web-based purchasing and expense management system. Enhances productivity for core procurement and payment processes. Streamlines requisition & authorization routing processes.

Navision

Solomon

Product Lifecycle Management 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.

Customer Relationship Management

Retail Management System

Production Planning Scalable Data Systems http://www.scalableax.com â&#x20AC;˘ 425-931-9972 Advanced Production Scheduling Review and adjust Production Schedule from the Gantt Chart. Key Features: Dashboard View, Additional sort sequences, Reroute to alternative work centers.

Productivity

Rockton Software http://www.rocktonsoftware.com 877-476-2586 SmartFill Find information up to 83% faster with Rocktonâ&#x20AC;&#x2122;s quick and easy google-style data search tool.

Project Accounting Business Computers Software, Inc. http://www.business-computers.com 303-494-9390 Time Matrix Time Clock that integrates with Dynamics GP PR, HR, PA, & Manufacturing. Corporate Renaissance Group http://www.crgroup.com/PATools 613-232-4295 PA Tools for Project Accounting Easy-to-use add-ons to help facilitate the setup and ongoing maintenance of your GP Project Accounting. There are 3 PA Tools available: PA Budget Importer, PA GL Validator, and PA Cubes.

Encore Business Solutions http://www.encorebusiness.com 888-898-4330 ext. 336 Project Tracking with Advanced Analytics Streamline your COAâ&#x20AC;&#x2122;s. Record & report rev, expense & profit by proj; against budgets; over multiple yrs. Great alternate to GP Proj. Acctg. JOVACO Solutions Inc. http://www.jovaco.com â&#x20AC;˘ 888-988-3535 ext. 122 JOVACO Project Suite Project accounting for professional service firms to manage projects through web-based time & expense and resource mgmt modules. Top features: extensive reporting, multi-company & inter-departmental capabilities.

Point of Sale THEPARTNERCHANNEL.COM | SUMMER 2015

HORIZONTAL

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.

Lanham AssociatesÂŽ http://www.lanhamassoc.com 678-379-4200 ext. 105 AFP (Advanced Forecasting and Procurement) for Distribution Best fit forecasting & multi-site replenishment with collaboration, promotions, drill-down & multiple rollup views. Unprecedented visibility.

Purchase Order Processing Enhancement

Quality Control

Reconciliation deFacto Global, Inc.

Horizons International

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

HORIZONTAL

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 effectively integrate and streamline purchase requisition processing with Dynamics.

eRequester by Paperless Business Systems http://www.erequester.com 206-256-0771 ext. 123 eRequester | PO Web requisitions, approvals and POs by allowing for pre-approval of purchases by using our flexible approval system. KTL Solutions, Inc. http://www.ktlsolutions.com â&#x20AC;˘ 866-960-0001 KTL SOP Advanced Distribution Allows you to dynamically define where each segment of the account comes from either the customer, vendor item, system, static, or payment terms.

Receivables Enhancement Encore Business Solutions http://www.encorebusiness.com 888-898-4330 ext. 336 Subscription Billing (formerly called Recurring Contract Billing) Automates & manages cyclical & subscription based billings. ICAN Software Corporation http://www.icansoftware.com â&#x20AC;˘ 253-777-0708 Mass Apply Receivables Mass apply range of customers & dates with specific apply or auto apply. Nodus Technologies, Inc. http://www.nodus.com/epay_ advantage.html â&#x20AC;˘ 909-482-4701 ePay Advantage - Online Bill Pay Automate A/R, improve cash flow, and provide security and convenience to your customers with an online bill pay portal. Optional recurring/subscription billing, AutoPay, payment plans and remote order entry. Sikich http://www.ExcelIntegrator.com 260-485-0665 Infinia Integrator AR Allow users to Copy-Paste-Import AR transactions from Excel to Dynamics.

KEY:

Axapta

Great Plains

Stanley Stuart Yoffee & Hendrix, Inc. http://www.ssyh.com/products/ssyh-addons/national-accounts/ â&#x20AC;˘ 407-660-0059 National Accounts for Microsoft Dynamics SL Easily track & apply payments for customer parent/child relationships.

Adra http://www.adra.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 http://www.adra.com â&#x20AC;˘ +44 207 868 5171 RECEIVABLES - Payment Matching Software RECEIVABLES handles complex incoming payments your ERP system canâ&#x20AC;&#x2122;t match. By using three information sources - the payment file, open invoices and the customer register - the system matches all incoming payments.

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matches all incoming payments. Gorilla Expense http://www.gorillaexpense.com â&#x20AC;˘ 877-973-6737 Gorilla Expense The Gorilla Expense T&E solution includes mobile apps, purchase card & corporate credit card reconciliation, project accounting expenses, multi-currency, VAT/GST capture & robust integration with GP, NAV, AX & SL.

Reporting AIM Technologies http://www.aim-technologies.com 888-234-0428 Cash Basis Reporting A fully integrated cash basis reporting module that allows real-time reporting on both cash and accrual accounting basis with no additional keystrokes.

Customer Relationship Management

Encore Business Solutions http://www.encorebusiness.com 888-898-4330 ext. 336 Advanced SmartList Enhanced analysis of SmartList data. Ad-hoc reports & queries on the fly. Sort, filter & re-order columns easily. Sum groups of info fast.

Adra http://www.adra.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.

Globe Software http://www.globesoftware.com 701-235-4084 Atlas - Real-time Reporting & Upload into AX from Microsoft Office Using Atlas, you'll see how real-time two way data validation integrates between Office, Dynamics AX & CRM. From data migration to production, register on our web site for a free trial. KTL Solutions, Inc. http://www.ktlsolutions.com â&#x20AC;˘ 866-960-0001 Crystal Converter Converts Crystal Reports to SQL reporting services RDL. Rockton Software http://www.rocktonsoftware.com 877-476-2586 Dynamics Report Manager Rockton has made reporting so fast & easy, youâ&#x20AC;&#x2122;ll want to send us flowers.

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

Stanley Stuart Yoffee & Hendrix, Inc. http://www.ssyh.com/products/ssyh-add-ons/ ar-collections-manager/ â&#x20AC;˘ 407-660-0059 AR Collections Manager for Microsoft Dynamics SL Automates time-consuming collection activities and improves cash flow.

Navision

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, Affordable.

Retail Management System

Point of Sale

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

EthoTech, Inc. http://www.ethotech.com 678-384-7500 ext. 1 Commission Plan Calculate, pay and track all variable compensation, including Sales Commissions, Bonuses, Royalties, Rebates and SPIFFS. Effortlessly create and modify commission plans, and then quickly distribute reports by e-mail.

Sales Order Processing Enhancement Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workflow, output & archive w/doc-link, Doc. Mgmt. for Dynamics. Encore Business Solutions http://www.encorebusiness.com 888-898-4330 ext. 336 Subscription Billing (formerly called Recurring Contract Billing) Automates & manages cyclical & subscription based billings. Experlogix, Inc. http://www.experlogix.com 805-504-9729 ext. 712 Experlogix CPQ (Configure Price Quote) for Microsoft Dynamics CRM & ERP Experlogix CPQ solutions meet the demands of todayâ&#x20AC;&#x2122;s competitive marketplace by simplifying the process of selling customized products, accelerating proposal development times and increasing quote-to-order ratios.

Flexible Solutions http://www.GPReportsViewer.com 212-254-4112 ext. 1 GP Reports Viewer Replace SOP and POP documents with Crystal or SSRS reports. Email SOP and POP documents in PDF using all native Dynamics GP setup. KEY:

Axapta

Great Plains

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). Panatrack, Inc. http://www.panatrack.com â&#x20AC;˘ 262-361-4950 PanatrackerGP Field Sales & Inventory Extend GP to capture sales transactions at the point of activity. Red Maple http://www.redmaple.com â&#x20AC;˘ 972-980-6963 Red Maple's Advanced Trade and Pricing Adv Trade extends pricing capabilities to include complex pricing structures, extends billing, billing schedules and revenue recognition of complex transactions. Contracts can be generated and managed easily. Rockton Software http://www.rocktonsoftware.com 877-476-2586 Omni Price Manage nearly every pricing situation you can think of, and a bunch you havenâ&#x20AC;&#x2122;t.

Scheduled Maintenance Verosoft Design Inc http://www.theassetguardian.com/Pages/ index.aspx â&#x20AC;˘ 866-444-2366 ext. 2264 NEW: TAG - The Asset Guardian The best in class to manage Maintenance operations & assets. TAG is a powerful CMMS to plan, control & monitor preventative & corrective maintenance activities. Downtime & cost reduction + performance boost with TAG.

Security

Navision

Solomon

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

Mergetool.com http://www.mergetool.com/ easysecurity.html â&#x20AC;˘ 678-666-2100 NEW: NAV Easy Security from Mergetool.com Complete security solution for NAV. Permission Recorder, Role Builder, SOX compliant roles verified for Segregation of Duties. Field Level and Data Securityhide fields on forms and pages, filter data users can see Rockton Software http://www.rocktonsoftware.com 877-476-2586 Auditor Changes happen. Now you have a way to track them all.

Rockton Software http://www.rocktonsoftware.com 877-476-2586 Dynamics GP Toolbox 25 helpful tools in one convenient package? Just when you thought it couldnâ&#x20AC;&#x2122;t get any better.

Shipping/Manifesting Arbela Technologies http://www.arbelatech.com â&#x20AC;˘ 949-291-4777 Master Data Centralization For Dynamics AX Arbela's Master Data Centralization for Dynamics AX manages product, customer, vendor, employees, and COA master data and their fields across multiple companies for better shared services. Gain from our experience!

ChargeLogic http://www.chargelogic.com â&#x20AC;˘ 877-292-2520 ChargeLogic Shipping Intelligent, easy shipping for NAV. Accurate rate quotes and tracking. Lanham AssociatesÂŽ http://www.lanhamassoc.com 678-379-4200 ext. 105 E-Ship Seamlessly simple shipping built inside NAV. Ship from sales order thru manifest. Carriers, packing, labeling, intl, BOL, LTL. Automatic ASNs.

Customer Relationship Management

Supply Chain Management Arbela Technologies http://www.arbelatech.com â&#x20AC;˘ 949-291-4777 Arbela Technologies Our specialties can align with all your industry-specific and evolving business needs. With minimum customizations, we tailor AX and CRM to effectively reduce costs and improve efficiency. Gain from our experience! ASC Software http://www.ascsoftware.com â&#x20AC;˘ 937-429-1428 ASCTrac Award winning, scalable, Warehouse Management Solutions (WMS) designed to support the demanding requirements of Distribution, Manufacturing and 3PL operations, covering the entire Supply Chain cycle.

Data Masons Software http://www.datamasons.com â&#x20AC;˘ 866-575-1631 Vantage Point EDI for Dynamics Tightly integrated EDI for Dynamics without customizations.

HighJump Software http://www.highjump.com/truecommerce 888-430-4489 HighJump TrueCommerce EDI Solutions Scalable & affordable EDI solutions for Microsoft Dynamics. A managed service approach, from one trusted source, helps lower your fulfillment & procurement costs & connects to you an expansive global trading network.

Retail Management System

Point of Sale THEPARTNERCHANNEL.COM | SUMMER 2015

HORIZONTAL

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

HORIZONTAL

Panatrack, Inc. http://www.panatrack.com â&#x20AC;˘ 262-361-4950 PanatrackerGP for Inventory Management Add an integrated bar code solution and turn GP into your WMS for inventory management. An easy to install solution with robust features. RockySoft http://www.RockySoft.com 970-493-0868 ext. 106 Inventory Management and Supply Chain Planning Pack Light Supply Chain Mgmt SuiteForecasting, Inventory Mgmt, Purchase Order Planning, Vendor Lead Time Mgmt, Retail Store Planning and S&OP. Scalable Data Systems http://www.scalableax.com â&#x20AC;˘ 714-594-7690 Landed Cost Manage Multiple Vendors/PO's as one shipment to improve efficiency and visibility. Key features: Accruals, Auto Cost Allocation, in transit costing.

System Enhancement

KEY:

Axapta

Great Plains

Time and Attendance

Tax

Avalara, Inc. http://www.info.avalara.com/TheList 877-780-4848 Avalara for Sales Tax Automation Automate and eliminate the complexity of sales tax management with Avalara. A cloud-based sales and use tax calculation, exemption certificate management, filing and remittance solution for Microsoft Dynamics. Greenshades Software http://www.greenshades.com 888-255-3815 ext. 2 Greenshades Year End Forms Electronic distribution, print to blank paper, and fully automated mailing services help thousands of Greenshades clients create, distribute and electronically file their 1099, W-2 and 1095-C forms.

DynamicsDownloads http://www.DynamicsDownloads.com 419-581-2300 DynamicsDownloads Looking for a Dynamics Add-On Solution? Search, Buy and Sell here!

Vertex SMB http://www.VertexSMB.com/TheList 855-221-5885 Vertex SMB Sales & use tax automation with payas-you-go pricing and PDF returns.

Kamp-Data, Inc. http://www.kampdata.com â&#x20AC;˘ 406-404-2036 DynamicZip Manage & report nationwide sales and use taxes from within GP. Professional Business Software, Inc. http://www.pbsisoftware.com â&#x20AC;˘ 940-648-2526 PBSISTConnect PBSISTConnect automates the sales tax computation and reporting process through a connection to CCHâ&#x20AC;&#x2122;s SaasCORE cloud offering. Computed tax amounts are brought back into SL. Automated tax returns are prepared by CCH.

Navision

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Business Computers Software, Inc. http://www.business-computers.com 303-494-9390 Time Matrix Time Clock that integrates with Dynamics GP PR, HR, PA, & Manufacturing.

DATABASICS, Inc. http://www.data-basics.com â&#x20AC;˘ 314-282-9561 DATABASICS Time, Expense and Invoice Reporting DATABASICS offers SaaS solutions for Expense Reporting, Time Tracking and Vendor Invoice Management. Flexible, powerful, easy to use. Joesoftware Inc. http://www.joesoftware.com â&#x20AC;˘ 780-990-0220 Penny Web-based timesheets, employee/ manager self-service for CAD payroll. JOVACO Solutions Inc. http://www.jovaco.com â&#x20AC;˘ 888-988-3535 ext. 122 JOVACO Project Suite Project accounting for professional service firms to manage projects through web-based time & expense and resource mgmt modules. Top features: extensive reporting, multi-company & inter-departmental capabilities.

Kronos Incorporated http://www.kronos.com â&#x20AC;˘ 800-225-1561 Workforce CentralÂŽ Suite Seamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources and financial processes. Paymate Software Corporation http://www.paymatesoftware.com 866-729-6283 (1-866-PAYMATE) NEW: Paymate Software Payroll, HR, Time tracking, Scheduling, ESS â&#x20AC;&#x201C; advanced & cost-effective.

Customer Relationship Management

Retail Management System

Trade Promotion Management

Travel Expense Management

Gorilla Expense http://www.gorillaexpense.com â&#x20AC;˘ 877-973-6737 Gorilla Expense The Gorilla Expense T&E solution includes mobile apps, purchase card & corporate credit card reconciliation, project accounting expenses, multi-currency, VAT/GST capture & robust integration with GP, NAV, AX & SL.

Nexonia http://www.nexonia.com â&#x20AC;˘ 800-291-4829 Nexonia Highly-configurable web and mobile expense reports seamlessly integrated with MS Dynamics GP including credit cards & multi-currency.

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

Point of Sale

Workflow / Notifications Alba Spectrum Corporation http://www.albaspectrum.com â&#x20AC;˘ 773-384-9264 Alba360 Advanced Workflow Incl. web-based Visual Designer, rules engine, simple doc mgmt., web-based data entry and workflow manager. Very customizable, integrated with GP, Apple, Android and link to other apps. Call re Proof of Concept offer Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workflow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.

AvidXchange, Inc. http://www.avidxchange.com/landing/ microsoftdynamics â&#x20AC;˘ 704-971-8154 Complete Accounts Payable Software Solution Streamline invoice capture, intelligently route approvals and automate payments all in 45 days or less... guaranteed. Datahaven for Dynamics http://www.datahaven4dynamics.com 757-222-2000 Datahaven for Dynamics Datahaven is the only scanning, OCR, and workflow solution natively embeddedâ&#x20AC;&#x201D;not simply integratedâ&#x20AC;&#x201D;throughout the Microsoft Dynamics user experience and available to non-Dynamics users from Microsoft Outlook.

docSTAR http://www.docstar.com â&#x20AC;˘ 888-docSTAR docSTAR eclipse Smart AP Automation docSTAR is the premier AP solution provider for small to mid-size enterprises. Streamline your AP invoice processing with intelligent data capture, workflow, and integration with Microsoft Dynamics ERP. DynamicPoint http://www.dynamicpoint.com â&#x20AC;˘ 562-726-4396 SharePoint Workflow Solutions that Integrate with Microsoft Dynamics Custom SharePoint workflows integrated with Dynamics GP, NAV and CRM.

Integrity Data http://www.u-linc.com 217-732-3737 ext. 0203 U-LINCÂŽ, Powered By Integrity Data Workflow and alerts anytime, anywhere in Microsoft Dynamics. Works seamlessly within and across your existing system, is flexible and easy to use, improving organizational performance.

PaperSave http://www.PaperSave.com â&#x20AC;˘ 877-727-3799 PaperSave PaperSave is a complete document management, electronic workflow and invoice automation solution, Certified for Microsoft Dynamics GP, SL, AX, & CRM. Red Maple http://www.redmaple.com â&#x20AC;˘ 972-980-6963 Red Maple's Advanced Workflow Email Client Adv. Workflow Email Client allows you to approve, reject or redirect workflows from mobile devices that use Microsoft Exchange Server without having to launch AX. Red Maple's Adv. Workflow is required.

MHC Software, Inc.

http://www.mhcsoftwareinc.com 952-882-3341 MHC Workflow Easily route documents needing approval- invoices, HR docs, etc. electronically. Ensures they are not lost, stalled or misplaced.

Red Maple http://www.redmaple.com â&#x20AC;˘ 972-980-6963 Red Maple's Advanced Workflow Adv Workflow enables workflows to launch automatically on defined criteria or events. Includes 50+ predefined Types (2012)/Templates (2009) to expedite rollouts. New records can be locked during approval process.

Services .NET Development Alba Spectrum Corporation http://www.albaspectrum.com â&#x20AC;˘ 773-384-9264 Alba Spectrum Corporation We specialize in Customization and Integration solutions for Dynamics GP using Dexterity, .NET based & the Alba360 Advanced Workflow system. KTL Solutions, Inc. http://www.ktlsolutions.com â&#x20AC;˘ 866-960-0001 Development - Microsoft Dynamics GP/CRM/xRM 15 yrs developing GP customizations (Dexterity, .Net), Source Code Developers, Experts with CRM/xRM as a platform creating customized experiences. Sub-contractor rates to other resellers.

Axapta

Great Plains

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

Navision

Solomon

Njevity, Inc. http://www.njevitytogo.com/partner 720-870-9700 NjevityToGo White Label â&#x20AC;&#x153;Dynamics Cloud Business in a Boxâ&#x201E;˘â&#x20AC;? Cloud & Hosting Services for Dynamics Partners Donâ&#x20AC;&#x2122;t sell THEIR ERP Cloud, sell YOUR ERP Cloud, YOUR Brand. With our Cloud Services Programâ&#x20AC;&#x201D;YOU own the customer, YOU handle the billing, YOU make BIG $ for the entire contract. WE make YOU look like a Cloud Expert! pasUNITY http://pasunity.com/Main/integration.aspx 301-762-8208 ext. 282 pasUNITY Integration Hub Franchise Accounting for Dynamics GPAutomate all aspects of the franchise accounting cycle including data collection and integration from multi-sites, franchise add fees, royalty calculations, and deferred royalties

Customer Relationship Management

Retail Management System

RoseASP http://www.roseasp.com â&#x20AC;˘ 858-794-9403 RoseASP Hosted Microsoft Dynamics on Azure/ Private/Hybrid Cloud Solutions. Comprehensive pricing model for SPLA/Subscription Licensing - financially backed uptime guarantee. SSAE-16 data centers, SOX, HIPAA, FDA Compliancy.

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.

Point of Sale THEPARTNERCHANNEL.COM | SUMMER 2015

SERVICES

KEY:

Application Service Provider/Hosting

Best Practices pasUNITY http://pasunity.com/Main/integration.aspx 301-762-8208 ext. 282 pasUNITY Integration Hub Franchise Accounting for Dynamics GPAutomate all aspects of the franchise accounting cycle including data collection and integration from multi-sites, franchise add fees, royalty calculations, and deferred royalties

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.

Business Process Outsourcing

Sierra Workforce Solutions http://www.sierraws.com â&#x20AC;˘ 800-822-0973 Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data integration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service. WilloWare, Inc. http://www.willoware.com 888-339-4556 ext. 2 WilloWare Custom Development Fixed bid customization developed to the same high standards as our popular ISV products, including on-line help and detailed documentation.

Enterprise Ventures Corporation

Data Services

Closing Sales InsideView http://www.insideview.com/microsoft/the-list 415-728-9363 InsideView for Microsoft Dynamics CRM Find and win more deals with InsideView market intelligence from 30,000 sources inside CRM â&#x20AC;&#x201C; current, complete company and contact data, news, social feeds, and a comprehensive connections network.

Cloud Computing

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 12 years.

KEY:

Axapta

Great Plains

RoseASP http://www.mygpcloud.com â&#x20AC;˘ 888-794-9401 MyGPcloud myGPcloud is the first on demand webbased Microsoft Dynamics GP application offered on a monthly subscription, with no setup fees. Start your prospects on myGPcloud with a free 30 day trial in less than 5 mins.

Custom Development

Data Resolution, LLC

SERVICES

Alba Spectrum Corporation http://www.albaspectrum.com â&#x20AC;˘ 773-384-9264 Alba Spectrum Corporation We specialize in Customization and Integration solutions for Dynamics GP using Dexterity, .NET based & the Alba360 Advanced Workflow system. KTL Solutions, Inc. http://www.ktlsolutions.com â&#x20AC;˘ 866-960-0001 Custom Development We are a certified .Net and Dexterity development group with over 15 years experience. Provide us with your requirements for a free estimate.

Navision

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Dexterity Development Alba Spectrum Corporation http://www.albaspectrum.com â&#x20AC;˘ 773-384-9264 Alba Spectrum Corporation We specialize in Customization and Integration solutions for Dynamics GP using Dexterity, .NET based & the Alba360 Advanced Workflow system. DexPros http://www.dexpros.com â&#x20AC;˘ 623-535-9216 Microsoft Dynamics GP Development Professionally designed & developed enhancements/integrations/upgrades and support by experienced Dexterity/ SQL/.NET/VB developers. KTL Solutions, Inc. http://www.ktlsolutions.com â&#x20AC;˘ 866-960-0001 Development - Microsoft Dynamics GP/CRM/xRM 15 yrs developing GP customizations (Dexterity, .Net), Source Code Developers, Experts with CRM/xRM as a platform creating customized experiences. Sub-contractor rates to other resellers.

Customer Relationship Management

Retail Management System

HR & Payroll Implementation & Consulting

Elevate HR, Inc. http://elevate-hr.com/solutions/ 877-968-4440 NEW: Elevate HR Extensions for AX HCM HCM Process Wizards, Approval Flow, Benefits Admin, Global Payroll, etc. Integrity Data http://www.integrity-data.com 217-732-3737 ext. 0203 Comprehensive HR & Payroll Solutions for Microsoft Dynamics GP Creating great DynamicsÂŽ GP HR & Payroll experiences by offering expert consulting, customizations, implementations and training - making your payroll system work exactly the way you want and need it to.

Implementation Services Bond Consulting Services http://www.BondConsultingServices.com 562-988-3451 NEW: Custom ERP & CRM Solutions That Streamline Your Business Processes We provide end to end ERP/CRM solutions which includes implementation, customization, integration, training and ongoing support. We work closely with ISVs to focus on multiple industries in SMB and Enterprise.

Client Strategy Group http://www.csgax.com â&#x20AC;˘ 216-524-2574 Dynamics AX Done Right! CSG has proven expertise in: AX Performance Tuning, Business Intelligence, and AX 2012 Upgrades.

Point of Sale

Tornado Marketing, Inc.

http://www.tornado-marketing.com 608-213-0377 Marketing Consulting Tornado Marketing offers high-impact, highly effective marketing consulting. 10+ years in the channel. Websites. SEO. Copywriting.

Sierra Workforce Solutions

ERP Software Blog

http://www.groupbloggers.com â&#x20AC;˘ 888-800-0999 ERP Software Blog/ CRM Software Blog Group blog sites for VAR/ISV partners to increase SEO, web traffic,leads

Member Organizations

InDemand Trials

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

Manufacturing Implementation & Consulting

RoseASP http://www.goERPcloud.com â&#x20AC;˘ 855-ERP-CLOUD ERP Cloud Trials Test drive preconfigured Microsoft Dynamics industry specific demo environments with integrated ISV solutions built for the web. goERPcloud trials help users understand the power of Dynamics and the cloud.

Partner Support Service Accounting Software, Inc. http://www.accountingsoftware.com 916-476-5462 Accounting Software, Inc. We provide top shelf implementation and support to expand your industryspecific needs. We serve manufacturing, human resources, and payroll.

Marketing Planning & Services Looking Glass Marketing http://www.lookingglassmarketing.com 614-453-5927 Cost-effective Marketing Solutions for Microsoft Dynamics Partners Award-winning outsourced marketing services including lead generation, nurture marketing, email marketing, web design/SEO, content development.

Plumbline Consulting, LLC. http://www.PlumblineConsulting.com 419-581-2300 Partner Support Services Leverage our Partner Support Services, including Support, Custom Development & Implementation Assistance to expand your offerings. 25+ yrs.

Project Management

Accounting Software, Inc. http://www.accountingsoftware.com 916-476-5462 Accounting Software, Inc. We provide top shelf implementation and support to expand your industryspecific needs. We serve manufacturing, human resources, and payroll.

The Partner Marketing Group

KEY:

Axapta

Great Plains

Navision

Solomon

Vertex SMB http://www.VertexSMB.com/TheList 855-221-5885 Vertex SMB Sales & use tax automation with payas-you-go pricing and PDF returns.

Stratton & Associates, Ltd. http://www.strattonassociates.com 508-497-9638 NEW: CRM Dynamics Training Deep dive into CRM, including 2015, with Strattonâ&#x20AC;&#x2122;s customizable instructor led classroom training. Choose the topics you want to cover.

Upgrades

Client Strategy Group http://www.csgax.com â&#x20AC;˘ 216-524-2574 Dynamics AX Done Right! CSG has proven expertise in: AX Performance Tuning, Business Intelligence, and AX 2012 Upgrades.

SharePoint Development 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.

InterDyn BMI http://www.interdynbmi.com â&#x20AC;˘ 866-264-3249 InterDyn BMI Microsoft Gold Certified provider of innovative solutions for over 30 years.

Social Media

Writing/Documentation Services

The Partner Marketing Group

http://www.thepartnermarketinggroup.com 732-237-8795 Butterfly Publisher Join Dynamics partners on Butterfly, a publishing & lead capture platform that makes your social, blog & newsletter marketing more effective!

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.

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

Training NMB Solutions http://www.nmbsolutions.ca â&#x20AC;˘ 800-563-1007 Dynamics AX 2012 R3 Multi Carrier Parcel and LTL Intergration for UPS and FedEx Dynamics AX 2012 R3 Multi Carrier Parcel and LTL Shipping Solution Integration: The NMB Solution Module is written using standard Dynamics AX objects and is designed to allow easy interaction with FedEx, DHL and UPS.

Customer Relationship Management

Retail Management System

SERVICES

http://www.thepartnermarketinggroup.com 605-574-9432 Microsoft Approved Vendor for Dynamics & R2R Marketing Consulting From strategic marketing plan development to the critical daily execution, this Microsoft experienced team can help fill your sales pipeline.

Sales Tax Management Service

Point of Sale THEPARTNERCHANNEL.COM | SUMMER 2015

CORNER MEMBERS ONLY

INTERVIEW

Open Door Technology partners with organizations that truly value innovative technology and are seeking creative business management solutions. Open Door specializes in Microsoft Dynamics NAV and in developing industry-speciﬁc products and functionality for the equipment rental and oilﬁeld service industry. The company’s Microsoft Dynamics NAV rental management product, Open Door Rental Software, is a fully-integrated system for rentals, service, and accounting. Open Door Technology’s team, located across Canada and the United States, is committed to providing exceptional customer service.

What are some of your summer highlights? I enjoy Harley-Davidson road trips, UTV rides, and mountain camping with my wife and granddaughters.

What is your favorite thing about your role? Open Door is a great place to work; everyone works as a team with mutual respect for all staﬀ. We are careful at choosing our customers, just as they are thorough in selecting a Partner.

Larry Miller,

business development manager

What advice did you learn early in your career that holds true now?

“Old friends trump new friends”. Organizations should be very careful about taking on new business that could reduce their service capacity for their existing customer base. I have seen this with Partners throughout the years. Top consultants are pulled oﬀ existing customer engagements to be placed on the new client’s project. Take care of your customers – or someone else will.

How do you handle the summer slowdown (or speed-up) at your company? We deal in a very large geographic area, so there are regional slowdowns that have to be anticipated. Our focus then shifts to a sub-vertical or geographic region that has the capability to engage in business process improvement. You have to keep both selling new business and be looking for technologies that existing customers can deploy at key times of the year.

What is the most beneﬁcial aspect of The Partner Channel’s membership program for your company and why? The Partner Channel is a great resource for the Microsoft Dynamics family. We are constantly looking for complementary solutions that will diﬀerentiate us in the market. Customers are looking for visionaries to work with, especially in emerging technologies. The most ideal customer is one that views technology as the competitive advantage and not just the necessary evil. The Partner Channel assists us with identifying key technologies.

The Partner Channel Membership Rewards Our valued Members get the best of what The Partner Channel has to oﬀer through: » Bi-monthly Member calls » Extra issues of The Partner Channel Magazine each quarter » 10% discounts for Partner events and training, such as The Genius Series » Company listing on The Partner Channel website » Tipville (an exclusive Member newsletter), LinkedIn group access, and more Contact Jasmine McNellis via the information below if you want to beneﬁt from these rewards.

Thank You for Your Membership! Thank you to the Microsoft Dynamics Partners who have joined The Partner Channel’s community. Your engagement and participation in the channel are what makes this community so great! For information on The Partner Channel Membership Rewards Program, please contact Jasmine McNellis at 701-526-3531 or Jasmine@thepartnerchannel.com. 82

SUMMER 2015 | THEPARTNERCHANNEL.COM

! Congratulations The following Microsoft Dynamics Partners are celebrating their membership anniversary with The Partner Channel this quarter:

2005 JULY » k-eCommerce AUGUST » DFC Consultants, Ltd. » Plumbline Solutions, Inc.

2006 JUNE » Vicinity Manufacturing AUGUST » Encore Business Solutions Inc.

2009 JULY » Joesoftware Inc.

2010 JUNE » Blue Moon Industries

2012 AUGUST » T3 Information Systems

2014 AUGUST » Sypnio Software

When it comes to process manufacturing, we need to be in the mix.

We offer process manufacturing solutions for clients who carry out batch manufacturing based on processes or formulas — allowing them to track ingredients, configure schedules and manage material requirements quickly and easily.

based on experience and client feedback.

We’ve been working in process manufacturing for more than 30 years, and are now acknowledged leaders. Everything we offer is 100% developed and supported in the U.S., and continually improved

With our help, you can close deals that would otherwise be out of reach. And once the project starts, we’ll be there to support you with friendly, personalized support, around the clock.

• We integrate with Microsoft Dynamics GP, SL, and NAV. • Clients can streamline and scale their operations, improve productivity and increase profits.

If you have a sales opportunity in process manufacturing, we need to talk.

Visit vicinitymanufacturing.com vicinitymanufacturing.com oror call and let’s let’s start start call (770) 421-2467 and working working to to get get that that client client on board.