2018 H1 by Dynamic Communities, Inc

H1 2018 â&#x20AC;¢ WWW.AXUG.COM

THE TRUTHS

Behind Dynamics 365 for Finance and Operations Deployment Options

TO INFINITY

(OR THE CLOUD)

AND BEYOND in Public Sector

7 REASONS

to Make the Move to D365

www.arbelatech.com

Arbela has performed over a dozen upgrades to Dynamics 365 for industries like manufacturing, distribution, and field service. Free upgrade assessment and approach recommendation between technical upgrade, hybrid upgrade, or re-implementation. A full set of APQC based business processes linked in Visual Studio Team Services allow for an easy upgrade under best practices and full upgrade checklists.

Arbela Products Rapidly Expand Your Dynamics Capabilities

Audit & Security Manager

Arbela Data Insights

One Step Consolidation

Master Data Centralization

Arbelaâ&#x20AC;&#x2122;s One Step Consolidation (OSC) provides a single dashboard to enter consolidation criteria for all companies.

+1 (888) 319-4439

sales@arbelatech.com

www.arbelatech.com

contents H1 2018

www.axug.com

Tweet It! When you finish reading, share your favorite article on Twitter, #AXUG.

H1 2018 • WWW.AXUG.COM

THE TRUTHS

Behind Dynamics 365 for Finance and Operations Deployment Options

TO INFINITY

(OR THE CLOUD)

AND BEYOND in Public Sector

7 REASONS

to Make the Move to D365

Advertiser Index Arbela Technologies. . . . . . . . . . . . . . . 2

In Every Issue 5 From the Chairwoman 7 From the General Manager 8 Events 10 Welcome to Our New Members 12 15 22 28 32 33 39 42 43 47 51 53 57

Chapter News Academy Corner Meet Your D365UG/AXUG Peers On Topic Webinar Speed Read Trending Topics In the Life of an MVP: Kelly Kane What’s New on the D365UG/AXUG Website Word Find Volunteer of the Quarter: Andrew Lencsak Name That Photo Contest Find the Logo Contest The AX List

Features 14 Humans of D365UG/AXUG

Neal Folgers

AXtension. . . . . . . . . . . . . . . . . . . . . . . 67

The Truths Behind Dynamics 365 for Finance and Operations Deployment Options

AXUG Events . . . . . . . . . . . . . . . . . . . . . 9

Tips & Tricks Cross-Company Data Sharing in D365 for Operations

Top 7 Reasons to Make the Move to D365 in 2018

Tips & Tricks On-Premises vs. Microsoft Edge vs. the Cloud

AXSource . . . . . . . . . . . . . . . . . . . . . . . 41

DSI. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 Dynamics Resources . . . . . . . . . . 34-35 INDUSA . . . . . . . . . . . . . . . . . . . . . . . . 38 MCA Connect, LLC. . . . . . . . . . . . . . . . 11

Partner Showcase HSO

Merit Solutions, Inc. . . . . . . . . . . . . . . . 4

MetaViewer from Metafile . . . . . . . . . 27

Microsoft. . . . . . . . . . . . . . . . . . . . . . . . 50 NMB Solutions. . . . . . . . . . . . . . . . . . 31 SK Global Software . . . . . . . . . . . . . . 68 Sycor Group. . . . . . . . . . . . . . . . . . . . . 19

The Buzz About Talent

Partner Showcase Cincom

To Infinity (or the Cloud) and Beyond in Public Sector

An On-premises Perspective: What You Need to Know

about D365 for Finance and Operations

Overcoming 6 Hurdles in the PM and Accounting Module H1 2018 | 3

U U D D X 36 D3 G/ UG UG XU 36 D3 G UG 5U 65 AX /A D G 5U 65 /A /A 36 D3 G/ UG UG XU 36 D3 G UG XU XU / A A 5 5 6 6 /A G D G U 5 X /A D G U 5 D 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 /A / G A 5 5 6 6 G / U 5 X A D A D G 5U 65 U 5 D 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A D 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 5U 65 /A /A G G 5U 65 /A /A G G 5U 65 /A /A G G D 36 D3 G/ UG XU XU D36 D3 G UG XU XU D36 D3 G UG XU XU D36 D3 5U 65 AX /A G D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 6 D 36 D3 G/ UG UG XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G 5U 65 AX /A D G 5U 65 /A /A G G 5U 65 /A /A G G 5U 6 /A D 36 D3 G/ UG UG XU 36 D3 G UG XU XU D36 D3 G UG XU XU D36 D3 G 5UG /A / G /A / G / A 5 5 6 6 5 5 6 G / G G U 5 X A D U 5 A A U D U 6 A / 36 D3 G/ UG UG XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D X 36 D3 G/ UG UG XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 5U 65 AX /A D G 5U 65 /A /A G D G 5U 6 /A /A G G 5U 6 /A /A G D 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 /A / G /A / G / G A 5 5 5 6 6 6 5 G / G G G 5 U 5 X A D A D U 5 U 5 A D U 6 A /A 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 6 D X 36 D3 G/ UG UG XU 36 D3 G/ UG UG XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G 5U 65 AX /A D G 5U 65 AX /A D G 5U 65 /A /A G D G 5U 6 /A /A G G 5U 6 /A D 36 D3 G/ UG UG XU 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G 5UG XU XU D36 D3 G 5UG 5U 65 AX /A D G 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A / D 36 D3 G/ UG UG XU 36 D3 G/ UG UG XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG XU 5U 65 AX /A D G 5U 65 AX /A D G 5U 65 /A /A G D G 5U 65 /A /A G G 5U 6 /A /A G D 36 D3 G/ UG UG XU 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU /A / G /A / G G / A A 5 5 5 5 6 6 6 6 5 G G / / G G U 5 X A D A D U 5 A D U 5 U 5 A D U 6 A /A 36 D3 G/ UG UG XU 36 D3 G UG XUG XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 5U 65 AX /A D G 5U 65 /AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5 D X 36 D3 G/ UG UG XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 5U 65 AX /A D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A /A G G 5U 65 /A /A G G 5U 6 D 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G UG XU XU D36 D3 G /A / G /A / G /A / G /A / G / A 5 5 5 5 5 6 6 6 6 6 5 G / G G G G U A A U A U A U U A 5 5 D 5 5 D 5 U 6 A D D X 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G UG XU XU D36 D3 G 5UG 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A / D X 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U 5U 65 /A /A G G 5U 65 /A /A G G 5U 65 /A /A G G 5U 6 /A /A G G 5U 6 /A /A G G 5U 6 /A /A G D 36 D3 G/ UG XU XU D36 D3 G UG XU XU D36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU 5U 65 AX /A G D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D D X 36 D3 G/ UG UG XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG XU XU 36 5U 65 AX /A D G 5U 65 /A /A G G 5U 65 /A /A G G 5U 6 /A /A G G 5U 6 /A /A G G 5U 6 /A /A G G 5 D 36 D3 G/ UG UG XU 36 D3 G UG XU XU D36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 /A / G /A / G /A / G /A / G /A / G A 5 5 6 6 5 5 5 5 5 6 6 6 6 G / G G G G G A U U 5 5 X A A U D U A A U D U A U 6 36 D3 G/ UG UG XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A D X X X 36 D3 G/ UG UG XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG 5U 65 AX /A D G 5U 65 /A /A G D G 5U 6 /A /A G G 5U 6 /A /A G G 5U 6 /A /A G G 5U 6 /A /A G G 5U 6 /A / D 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D 36 D3 G/ UG UG XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG XU XU 36 D3 G UG XU XU 36 D3 G UG XU XU 36 D3 G UG XU XU 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A /A G G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G UG XU XU 36 D G UG XU XU 36 D G UG XU XU 36 D G UG XU XU D3 6 3 / 3 / 3 / 3 / /A / G / G G / G G G G XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5 G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 U A A U U 5 5 A D 5 A U D U A A U D U X X 5 5 5 D D X D D X X X 36 D3 G/ UG UG XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G UG XU XU 36 D G UG XU XU 36 D G UG XU XU 36 D G UG 3 / 3 / 3 / 3 / /A / G / G G / G G G XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5U 65U AX / G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG U 5 X A D A D U 5 U 5 A D A U U A A U 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G UG XU XU 36 D G UG XU XU 36 D G UG XU XU 36 3 / 3 / 3 / /A / G / G G / G G G XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5 G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 U 5 X A D A D U 5 U 5 A D A U U A U 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G UG XU XU 36 D G UG XU XU 36 D G UG 3 / 3 / 3 / /A / G / G G / G G XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5U 65U AX / G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG U 5 X A D A D U 5 U 5 A D A U U A 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G UG XU XU 36 D G UG XU XU 36 3 / 3 / /A / G / G G / G G XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5 G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 U 5 X A D A D U 5 U 5 A D A U U 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G UG XU XU 36 D G UG 3 / 3 / /A / G / G G / G XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU /AX D G D 5U 65U AX /AX D G D 5U 65U AX / G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG U A A D U 5 U 5 5 X A D A U D 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G UG XU XU 36 3 / /A / G / G G / G XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU /AX D G D 5U 65U AX /AX D G D 5 G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG UG 365 36 U A A U U 5 5 A D 5 U D D X X D 36 D3 G/ UG UG XU 36 D3 G UG U XU 36 D3 G UG XU XU 36 D3 G 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G UG 3 / /A / G / G G / XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU /AX D G D 5U 65U AX / G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG U A A U U 5 5 A D 5 D D X X 36 D3 G/ UG UG XU 36 D3 G UG U XU 36 D3 G UG XU XU 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D U U U D G D G G U X U X U X /A G/ G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 XU AX D D UG 5U XU AX D D UG 5U XU AX D D G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 U 5 X A D A D U 5 U D 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /A G UG U XU 36 D3 G UG U XU 36 D3 G UG /A / G / G / XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU / G UG 365 36 /A G/ G UG 365 36 /A G/ G U 5 X A D A U 5 D 36 D3 G/ UG UG XU 36 D3 G UG XU XU 5 6 A / G 5 6 /A / G D

Goingfrom tothethe Next Level... d365ug/axug chairwoman

letter

Sherry Linares

The Beauty of Change

Kelly Kane

started the first board of advisors meeting this year with a fairly well-known proverb: “Just when the caterpillar thought the world was over, it became a butterfly.” What does that mean? To me, it means that while change can be scary, it can often result in something even better than what we started with. Some people resist change; others embrace it. One thing that all of us have in common is that we are all facing it. The AXUG® community as a whole is on the edge of making important decisions that will affect how we all do business, whether it is moving your ERP system to the cloud from an onpremises solution, finding a new job because your company doesn’t accept the cloud as a viable option for their ERP, or choosing between one of the on-premises (local business data) or hybrid options. Ever since Microsoft introduced the idea of Dynamics 365 for Finance and Operations to the world, and with our Microsoft Dynamics AX environments rapidly approaching the end of their lifecycle, we have all felt the pressure to at least start thinking about and looking at what the future holds. Luckily, the User group is on top of changing trends and is always looking to provide us with relevant information that we can rely on. This issue of D365UG|AXUG Magazine focuses on all aspects of the cloud, on-premises, and hybrid environments. There is something for everyone in this issue, and I hope the information provided will help ease some concerns and at least facilitate the beginning or continuation of some internal discussions about these changes. I’d like to encourage everyone to take some time this year to reflect on change and why it occurs. Just because something is different doesn’t have to mean that it’s a bad thing! Microsoft is committed to making the transition to Dynamics 365 as seamless as possible for Customers. They have taken steps to ensure that moving an entire company’s ERP system to the cloud is secure and reliable. In the meantime, they are rapidly expanding amazing technologies across the spectrum of their products. We will have PowerApps and Flow to help facilitate and further ease our business processes. We have been introduced to Power BI, a technology that is changing how we view data and reporting. There will be smooth, seamless connections between Finance and Operations, Sales, Customer Engagement, Service, and Talent through the Common Data Service. Also, I’d be remiss if I didn’t mention the strides that have been made in IoT and machine learning and how those technologies are integrating with D365 to provide amazing business insights! Ultimately, while the idea of change can be very intimidating and feel overwhelmingly like the end of the world, it doesn’t have to be! Just like the caterpillar turning into a butterfly, take this opportunity to emerge from this transition having created something beautiful, useful, and valuable for your organization.

Kelly Kane Chairwoman of the Board D365UG/AXUG

H1 2018 | 5

DSI® SCANWORKX® The first mobile data collection platform selected as a Dynamics 365 for Operations curated solution meeting Microsoft’s highest standard for partner-developed software solutions.

LEARN MORE AT DSIGLOBAL.COM/D365

Real-Time Inventory Visibility and Execution on Microsoft Dynamics 365 for Operations Enterprise Printing Platform (EPP)™

Design and print labels and reports with printer management and automated media replenishment. EPP can stand alone or integrate seamlessly with DSI ScanWorkX and WMD.

Microsoft Azure Certified

DSI ScanWorkX and DSI’s Enterprise Printing Platform (EPP) are both Microsoft Azure Certified platforms, with pre-configured virtual servers available for troublefree deployment.

Cloud Inventory™ Services

Gain an additional layer of visibility and control across all of your channels connecting you and your business partners with real-time information at all points.

SUMMIT 2018 GOLD SPONSOR

Goingfrom tothe the d365Next ug/axug Level... gm

letter

Sherry Linares

Secure Change

Heather Williams

ince Summit Tampa back in October of 2016 where Microsoft made its big debut of Microsoft Dynamics 365 for Finance and Operations, almost everyone in the Microsoft Dynamics AX space has been thinking, learning, and talking about cloud. The biggest concern that has oozed its way to the top is security. Is my data going to be secure? How can I be sure that the location storing my data doesn’t go down, which would mean my business not operating and losing revenue? Security is of the utmost concern, and it seems to have different perspectives depending on who has the concern. However, individually and personally, it is more emotionally charged, and it is driving us to find what we consider to be a secure environment. Dynamics 365 changed the game for all of us–Customers, Partners, and the User group. Change is taking place not only within the products you use and invest in within your organization, but also within the experience you have known and depended on through AXUG® and CRMUG®. When I try to understand why change is a struggle to some and not others, ultimately it comes down to one key factor: There is a lack of security. Not only the security of their system and data, but also personal security. Perhaps someone is afraid they will not be valued, their role will be replaced, they will not have a voice, they won’t have inherent knowledge within a new environment. That created an ingenious idea to combine two otherwise unattractive words to create a new term to initiate a new movement, Secure Change. Change is inevitable if one is to keep up with trends, technology, and fast-paced growth. Security is needed for one to feel safe, protected, and free of anxiety, and to have the ability to predict a positive outcome. Secure Change within your community of AXUG, CRMUG, and D365UG promises the following: »» Bringing together the valuable knowledge, resources, and Member benefits of three great User groups without any more investment of membership dollars. The change is the information you have at your fingertips, not the price you pay to obtain it. »» The leaders that you know today as part of AXUG and CRMUG are the leaders that are paving the way to an integrated User group experience within AXUG, CRMUG, and D365UG. Trust that your peers are driving experiences that you will find valuable. »» If you are not interested in Dynamics 365 for this year, next year, or five years from now, you will ALWAYS have a community filled with learning and knowledge sharing for existing Microsoft Dynamics AX and CRM Customers. AXUG and CRMUG are not going away; they will continue to offer the same experiences you know and love today. But when you are ready to consider an upgrade or migration, you will have a whole community full of advice waiting for you and an entire library full of content you can dive into so your upgrade planning is more prepared than ever, that day, in that moment, with no extra investment and simply a toggle button away! »» Existing Microsoft Dynamics AX and CRM Customers will always have a voice to Microsoft that drives the change for the future of their investment. What I hope to leave you with is this: An excitement for the secure change within AXUG, CRMUG, and D365UG that you will experience soon. The attention and effort have been 110 percent centered around the value that you, as a User Member, will experience. We hope you will agree and find immense value to help you through today and be a resource to you tomorrow whether that is in the cloud or some other forecast of your choice. As always, feel free to voice your needs, share your feedback, and suggest areas of improvement that will impact you and your community. Cheers to Secure Change!

Heather Williams General Manager, D365UG/AXUG

H1 2018 | 7

sessions meetings courses

36 D3 5U 65 36 D3 G/ UG 5U 65 AX /A D 36 D3 G/ UG UG XU 5U 65 AX /A D G D 36 D3 G/ UG UG XU 36 D3 5 U 65 AX /A D G 5U 65 D 36 D3 G/ UG UG XU 36 D3 G UG 5U 65 AX /A D G 5U 65 /AX /A D 36 D3 G/ UG UG XU 36 D3 G UG U XU 5U 65 AX /A D G 5U 65 /A /A G D G D 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 D 36 D3 G/ UG UG XU 36 D3 G UG U XU 36 D3 G UG 5U 65 A /A G 5U 65 /A /A G G 5U 6 /A /A D 36 D3 G UG XU XU D36 D3 G UG XU XU D36 D3 G 5UG XU XU /A / G /A / G G / 5 6 5 5 6 G G G U 5 A A U 5 U 65 A /A D 36 D3 G/ UG XU XU D36 D3 G UG XU XU D36 D3 G UG XU XU D36 D3 5U 65 AX /A G D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 D 36 D3 G/ UG UG XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG 5U 65 AX /A D G 5U 65 /A /A G G 5U 65 /A /A G G 5U 6 /A /A D 36 D3 G/ UG UG XU 36 D3 G UG XU XU D36 D3 G UG XU XU D36 D3 G 5UG XU XU /A / G /A / G G / A 5 5 6 6 5 5 6 G / G G G A U U 5 A 5 A U D U 6 A /A D X 36 D3 G/ UG UG XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 / G G / G / A A 5 5 A A 65 X /A D G U 65 X /A D G 5U 65 X /A D G 5U 65 X /A D G 5U 65 U D 36 D3 G/ UG UG XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG 5U 65 AX /A D G 5U 65 /A /A G D G 5U 6 /A /A G G 5U 6 /A /A G G 5U 6 /A /A D 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G D X 36 D3 G/ UG UG XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG XU XU 36 D3 5U 65 AX /A D G 5U 65 /A /A G D G 5U 65 /A /A G G 5U 6 /A /A G G 5U 6 /A /A G G 5U 6 D 36 D3 G/ UG UG XU 36 D3 G/ UG XUG XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG /A / G /A / G /A / G / A A 5 5 5 6 6 6 5 5 5 6 6 G / / G G G G U 5 X A D U 5 X A D U 5 A D A U D U A U 6 A /A 36 D3 G/ UG UG XU 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU 5U 65 AX /A D G 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D D X X 36 D3 G/ UG UG XU 36 D3 G/ UG UG XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 5U 65 AX /A D G 5U 65 AX /A D G 5U 65 /A /A G D G 5U 65 /A /A G G 5U 6 /A /A G G 5U 6 /A /A G G D 36 D3 G/ UG UG XU 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 5U 65 AX /A D G 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U D 36 D3 G/ UG UG XU 36 D3 G UG UG XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG XU XU 36 D3 G UG XU XU 36 D3 5U 65 AX /A D G 5U 65 /A /A D G 5U 65 /A /A G D G 5U 65 /A /A G G 5U 65 /A /A G G 5U 6 /A /A G G 5U 6 D 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5 /A / G /A / G /A / G /A / G /A / G / A 5 5 5 5 5 6 6 6 6 6 5 5 6 / G G G G G G U 5 X A D U 5 A D A D U 5 U 5 A A U 5 D U A U 6 A 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG X 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A D X X 36 D3 G/ UG UG XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U 5U 65 A /A G 5U 65 /A /A G G 5U 6 /A /A G G 5U 6 /A /A G G 5U 6 /A /A G G 5U 6 /A / G G 5 6 /A / G D 36 D3 G UG XU XU D36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU AXU D36 D UG 5UG XU AXU D 36 /A / G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A G 5 G G D 36 D3 G/ UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D UG 5UG XU AXU D36 3 G G / G G / / / G G / A 5 A A A A A 6 5 /A D G U 65 X /A D G 5U 65 X /A D G 5U 65 X /A D G 5U 65 X /A D G 5U 65 X /A D G 5U 65 /AX /A G D G 5U U 5 D X 36 D3 G/ UG UG XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D 5U 65 AX /A D G 5U 65 /A /A G G 5U 65 /A /A G G 5U 6 /A /A G G 5U 6 /A /A G G 5U 6 /A /A G G 5U 6 /A / G G 5 36 D 36 D3 G/ UG UG XU 36 D3 G UG XU XU D36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU AXU D36 D UG 5 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A /A G G 5U 365 /AX D X X X X D 36 D3 G/ UG UG XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G UG 5U 65 AX /A D G 5U 65 /A /A G G 5U 65 /A /A G G 5U 6 /A /A G G 5U 6 /A /A G G 5U 6 /A /A G G 5U 6 /A /A G G 5 36 /A / D 36 D3 G/ UG UG XU 36 D3 G UG XU XU D36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 UG 5UG XU A /A / G /A / G /A / G /A / G /A / G /A / G A 5 5 6 6 5 5 5 5 5 6 5 6 6 6 6 6 /A / G / G G G G G G G U 5 X A D U 5 A D A U D U A A U U A A U 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 UG 5UG XU AXU D 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A /A G G 5U 65 /AX /A G D G D X D X X X 36 D3 G/ UG UG XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A /A G G 5 6 /A / G G 5 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G UG XU XU 36 D G UG XU XU 36 D G UG XU XU 36 D G UG XU XU D3 D UG 5UG XU AX D3 D U 6 3 / 3 / 3 / 3 / 3 / /A / G / G G / G G G G G U 6 3 XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5U 65 G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A U 5 X A D A D U 5 U 5 A D A U U A A U U A 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 UG 5UG X 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A /A G G 5 6 /A / G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G UG XU XU 36 D G UG XU XU 36 D G UG XU XU 36 D G UG XU XU D3 D UG 5UG XU A 6 3 / 3 / 3 / 3 / 3 / /A / G / G G / G G G G G XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG U 5 X A D A D U 5 U 5 A D A U U A A U U A 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A /A G G 5 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G UG XU XU 36 D G UG XU XU 36 D G UG XU XU 36 D G UG XU XU D3 D U 6 3 3 / 3 / 3 / 3 / /A / G / G G / G G G G XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5U 65 G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A U 5 X A D A D U 5 U 5 A D A U U A A U U 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG X 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A /A G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G UG XU XU 36 D G UG XU XU 36 D G UG XU XU 36 D G UG XU 3 / 3 / 3 / 3 / /A / G / G G / G G G G XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG U 5 X A D A D U 5 U 5 A D A U U A A U 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G UG XU XU 36 D G UG XU XU 36 D G UG XU XU 36 D 3 / 3 / 3 / 3 /A / G / G G / G G G XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5U 65 G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A U A A U U 5 5 A D 5 A U D U A U D X 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG X 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A /A G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G UG XU XU 36 D G UG XU XU 36 D G UG XU 3 / 3 / 3 / /A / G / G G / G G G XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG U A A U U 5 5 A D 5 A U D U A D X X 5 5 D D X D X X 36 D3 G/ UG UG XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G UG XU XU 36 D G UG XU XU 36 D 3 / 3 / 3 /A / G / G G / G G XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5U 65 G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A U 5 X A D A D U 5 U 5 A D A U U 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG X 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A X U U U U D U X D X X D D G X G U G U U X /A G/ G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG U 5U X AX D U 5U X AX D U 5U X AX D U 5U X AX D XU AX D D D D D G G U U G 3 G U 3 3 3 G UG 65 36 /A G/ G UG 65 36 /A G/ G UG 65 36 /A G/ G UG 65 36 /A G/ UG UG U 5 X A D A D U 5 U 5 A D A U 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G UG XU XU 36 D /A / G G 5U 6 /A /A G G 5 6 /A / G G 5 36 /A / G G 5 36 A

events

The Learn & Engage section on www.axug.com and the weekly D365UG/AXUG® Event Guide are your best sources for the latest D365UG/AXUG event information as this list is subject to change. Events are added weekly, so check back often and get registered for the next exciting D365UG/AXUG event.

May 21-24 | Indianapolis, Indiana

Summit EMEA

Webinars

April 24-26 | Dublin, Ireland

www.summitemea.com

April 17 State of Dynamics 365: Updates on Licensing April 17 How to Create More Capacity Without Adding More

Focus 2018

April 18 Report Security and Distribution in Management

www.ugfocus.com

Chapter Meetings

April 20 Columbus, Ohio May 9 Charlotte, North Carolina May 15 Edmonton, Canada May 17 Portland, Oregon May 18 Denmark May 18 Columbus, Ohio May 24 Netherlands June 21 Germany

8 | D365UG/AXUG Magazine People

April 20 D365 Functional Friday Series: User Interface, Reporter

Workspaces, and Reporting April 27 D365 Functional Friday Series: Credit and Collections Management May 4 D365 Functional Friday Series: Expense Management May 9 Partner Engagement May 11 D365 Functional Friday Series: Financial Reporting in Power BI May 18 D365 Functional Friday Series: Consignment Inventory June 1 D365 Functional Friday Series: Optimization Advisor June 8 D365 Functional Friday Series: What’s New in Manufacturing June 15 D365 Functional Friday Series: Vendor Collaboration

Check out the event calendar on www.axug.com and click on “Learn & Engage.”

U 5 X A D G U 5 A D 36 D3 G/ UG UG XU 36 D3 G UG XU XU 5U 65 AX /A D G 5U 65 /A /A G D G 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G / 5U 65 AX /A D G 5U 65 A /A D G 5U 65 D 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A D 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 5U 65 /A /A G G 5U 65 /A /A G G 5U 65 /A /A G G D 36 D3 G/ UG XU XU D36 D3 G UG XU XU D36 D3 G UG XU XU D36 D3 5U 65 AX /A G D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 6 D 36 D3 G/ UG UG XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G 5U 65 AX /A D G 5U 65 /A /A G G 5U 65 /A /A G G 5U 6 /A D 36 D3 G/ UG UG XU 36 D3 G UG XU XU D36 D3 G UG XU XU D36 D3 G 5UG /A / G /A / G / A 5 5 6 6 5 5 6 G / G G U 5 X A D U 5 A A U D U 6 A / 36 D3 G/ UG UG XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D X 36 D3 G/ UG UG XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 5U 65 AX /A D G 5U 65 /A /A G D G 5U 6 /A /A G G 5U 6 /A /A G G D 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5 D 36 D3 G/ UG UG XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG XU XU 36 D3 5U 65 AX /A D G 5U 65 /A /A G D G 5U 65 /A /A G G 5U 6 /A /A G G 5U 6 D 36 D3 G/ UG UG XU 36 D3 G/ UG XUG XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G /A / G /A / G / A A 5 5 5 6 6 6 5 5 6 G / / G G G U 5 X A D U 5 X A D U 5 A D A U D U 6 A 36 D3 G/ UG UG XU 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G 5UG XU XU D36 D3 G 5UG 5U 65 AX /A D G 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A / D X 36 D3 G/ UG UG XU 36 D3 G/ UG UG XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U 5U 65 AX /A D G 5U 65 AX /A D G 5U 65 /A /A G D G 5U 65 /A /A G G 5U 6 /A /A G D 36 D3 G/ UG UG XU 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU /A / G /A / G G / A A 5 5 5 5 6 6 6 6 5 G G / / G G G A U A U A U U A 5 X 5 5 D 5 U 6 A /A D D D 36 D3 G/ UG UG XU 36 D3 G UG XUG XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 5U 65 AX /A D G 5U 65 /AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5 D X 36 D3 G/ UG UG XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 5U 65 AX /A D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A /A G G 5U 65 /A /A G G 5U 6 D 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G UG XU XU D36 D3 G 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A D 36 D3 G/ UG UG XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG 5U 65 A /A G 5U 65 /A /A G G 5U 6 /A /A G G 5U 6 /A /A G G 5U 6 /A /A G G 5U 6 /A / D 36 D3 G UG XU XU D36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU /A / G /A / G /A / G /A / G /A / G / G 5 6 5 5 5 5 5 6 6 6 6 G G G G G U 5 A A U 5 U 5 A A U D U A U 6 A /A 36 D3 G/ UG XU XU D36 D3 G UG XU XU D36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU 5U 65 AX /A G D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G D X X 36 D3 G/ UG UG XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 5U 65 AX /A D G 5U 65 /A /A G G 5U 65 /A /A G G 5U 6 /A /A G G 5U 6 /A /A G G 5U 6 /A /A G G 5 D 36 D3 G/ UG UG XU 36 D3 G UG XU XU D36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 6 D 36 D3 G/ UG UG XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG XU XU 36 D3 G UG XU XU 36 D3 G UG XU XU 36 D3 G 5U 65 AX /A D G 5U 65 /A /A G G 5U 65 /A /A G G 5U 6 /A /A G G 5U 6 /A /A G G 5U 6 /A /A G G 5U 6 /A D 36 D3 G/ UG UG XU 36 D3 G UG XU XU D36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG /A / G /A / G /A / G /A / G /A / G / A 5 5 6 6 5 5 5 5 5 6 6 6 6 / G G G G G G U 5 X A D U 5 A D A U D U A A U U A U 6 A / 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D X X X X 36 D3 G/ UG UG XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A /A G G G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G UG XU XU 36 D G UG XU XU 36 D G UG XU XU 36 D G UG XU XU D3 6 3 / 3 / 3 / 3 / /A / G / G G / G G G G XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5 G 3 G U 3 G G 3 U U U 3 3 3 3 G UG 65 36 /A G/ G UG 65 36 /A G/ G UG 65 36 /A G/ G UG 65 36 /A G/ G UG 65 36 /A G/ G UG 65 36 /A G/ G UG 65 36 U 5 X A D A D U 5 U 5 A D A U U A A U U 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G UG XU XU 36 D G UG XU XU 36 D G UG XU XU 36 D G UG 3 / 3 / 3 / 3 / /A / G / G G / G G G XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5U 65U AX / G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG U 5 X A D A D U 5 U 5 A D A U U A A U 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G UG XU XU 36 D G UG XU XU 36 D G UG XU XU 36 3 / 3 / 3 / /A / G / G G / G G G XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5 G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 U 5 X A D A D U 5 U 5 A D A U U A U 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G UG XU XU 36 D G UG XU XU 36 D G UG 3 / 3 / 3 / /A / G / G G / G G XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5U 65U AX / G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG U 5 X A D A D U 5 U 5 A D A U U A 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G UG XU XU 36 D G UG XU XU 36 3 / 3 / /A / G / G G / G G XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5 G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 U 5 X A D A D U 5 U 5 A D A U U 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G UG XU XU 36 D G UG 3 / 3 / /A / G / G G / G XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU /AX D G D 5U 65U AX /AX D G D 5U 65U AX / G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG U A A U U 5 5 A D 5 A U D D X X 5 D 36 D3 G/ UG UG XU 36 D3 G UG U XU 36 D3 G UG XU XU 36 D3 G UG XU XU 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G X G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G UG U XU 36 3 / /A / G / G G / G XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU /AX D G D 5U 65U AX /AX D G D 5 G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG UG 365 36 U A A U U 5 5 A D 5 U D D X X D X 36 D3 G/ UG UG XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A U U U U D G D G D G U X U X U X /A G/ G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ XU AX D D UG 5U XU AX D D UG 5U XU AX D D U 5U X G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG U 5 X A D A D U 5 U 5 A D 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 /A / G / G G / XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU /AX D G D 5 G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 U 5 X A D A D U 5 U D 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /A G UG U XU 36 D3 G UG U XU 36 D3 G UG /A / G / G / XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU / G UG 365 36 /A G/ G UG 365 36 /A G/ G U 5 X A D A U 5 D 36 D3 G/ UG UG XU 36 D3 G UG XU XU 5U 65 AX /A D G 5U 65 /AX /A G D G G UG U XU 36 D3 G UG U XU 36 G / / G D

members welcome to our new members

Welcome to the new Members who have invested in D365UG/AXUGÂ® User and Partner membership! Each new Member adds value not only to their own organization, but also to the entire D365UG/AXUG community as they share their knowledge and experiences.

New D365UG/AXUG User Members

3C InfoCorp, Inc.

AltaSteel

ANBL

Anthem

Ballast Point Brewing

Bollegraaf Recycling Solutions

Constantia Business Services GmbH

Department of Health and Social Care

DFW Heavy Duty

DSM

Dynaudio A/S

Excellon Resources

Feenstra N.V.

H&K International

Dynaway EMEA

Enterprise Software Associates

Episerver EMEA

10 | D365UG/AXUG Magazine

Hastings Deering

House of Raeford Farms, Inc.

Howard Fertilizer

Imagine!

Kafeine GCV

King Arthur Flour Company

Koorsen Fire & Security

Kristopher James Company

ICM Document Solutions

John Hendrickson Co.

Magic Software Enterprises, Inc. Marketing General Incorporated

Medialaan NV

Midwest Industrial Supply, Inc.

Polaris Industries Inc.

Redneck Trailer Supplies

RTC Quebec

Sanford Profile

LC Waikiki Magazacilik Hizmetleri Ticaret A.S. Scandinavian Standard Nordic AB

Manufacturing Technology Centre

Servomax Inc.

New D365UG/AXUG Partner Members

OANDA Corporation

SILVERPROD

Tech-logic

Tier1, Inc.

SIGVARIS

Smith and Williamson Services Limited

SPUD

Inteliquent

MiX Telematics International (Pty) Ltd

Jack Entertainment LLC

Paslin

Ted Baker

JSG

Pavement Recycling Systems, Inc. The Luminaires Group

SunTrust

Svenska Fonster AB

The Mennel Milling Company

The Penrod Company

The Safariland Group

TPG Global

Traditional Medicinals

Transhield

Van Meter Inc.

U 5 X A D G U 5 A D 36 D3 G/ UG UG XU 36 D3 G UG XU XU 5U 65 AX /A D G 5U 65 /A /A G D G 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G / 5U 65 AX /A D G 5U 65 A /A D G 5U 65 D 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A D 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 5U 65 /A /A G G 5U 65 /A /A G G 5U 65 /A /A G G D 36 D3 G/ UG XU XU D36 D3 G UG XU XU D36 D3 G UG XU XU D36 D3 5U 65 AX /A G D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 6 D 36 D3 G/ UG UG XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G 5U 65 AX /A D G 5U 65 /A /A G G 5U 65 /A /A G G 5U 6 /A D 36 D3 G/ UG UG XU 36 D3 G UG XU XU D36 D3 G UG XU XU D36 D3 G 5UG 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A / D 36 D3 G/ UG UG XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG XU 5U 65 AX /A D G 5U 65 /A /A G G 5U 65 /A /A G G 5U 6 /A /A G D 36 D3 G/ UG UG XU 36 D3 G UG XU XU D36 D3 G UG XU XU D36 D3 G 5UG XU XU /A / G /A / G G / A 5 5 6 6 5 5 6 / G G G G U 5 X A D U 5 A D A U D U 6 A /A 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5 D X 36 D3 G/ UG UG XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 5U 65 AX /A D G 5U 65 /A /A G D G 5U 65 /A /A G G 5U 6 /A /A G G 5U 6 D 36 D3 G/ UG UG XU 36 D3 G/ UG XUG XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G /A / G /A / G / A A 5 5 5 6 6 6 5 5 6 G / / G G G A U 5 X U 5 X A D U 5 A D A U D D U 6 A 36 D3 G/ UG UG XU 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G 5UG XU XU D36 D3 G 5UG 5U 65 AX /A D G 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A / D X 36 D3 G/ UG UG XU 36 D3 G/ UG UG XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U 5U 65 AX /A D G 5U 65 AX /A D G 5U 65 /A /A G D G 5U 65 /A /A G G 5U 6 /A /A G D 36 D3 G/ UG UG XU 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU 5U 65 AX /A D G 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G D 36 D3 G/ UG UG XU 36 D3 G UG UG XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG XU XU 36 5U 65 AX /A D G 5U 65 /A /A D G 5U 65 /A /A G D G 5U 65 /A /A G G 5U 65 /A /A G G 5 D 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G UG XU XU D36 D3 /A / G /A / G /A / G /A / G A 5 5 5 5 5 6 6 6 6 6 5 / G G G G G U 5 X A D U 5 A D A D U 5 U 5 A A U 5 D U 6 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G UG XU XU D36 D3 G 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A D 36 D3 G/ UG UG XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG 5U 65 A /A G 5U 65 /A /A G G 5U 6 /A /A G G 5U 6 /A /A G G 5U 6 /A /A G G 5U 6 /A / D 36 D3 G UG XU XU D36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D 36 D3 G/ UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG XU XU 36 D3 G UG XU XU 5U 65 AX /A G G 5U 65 /A /A G G 5U 6 /A /A G G 5U 6 /A /A G G 5U 6 /A /A G G 5U 6 /A /A G G D 36 D3 G/ UG UG XU D36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 /A / G /A / G /A / G /A / G G / A 5 6 5 5 5 5 5 6 6 6 6 G / G G G G G 5 U 5 X A D A U 5 U 5 A D A U U A U 6 A /A 36 D3 G/ UG UG XU 36 D3 G UG XU XU D36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 5U 65 AX /A D G 5U 65 /A /A G G 5U 6 /A /A G G 5U 6 /A /A G G 5U 6 /A /A G G 5U 6 /A /A G G 5U 6 D 36 D3 G/ UG UG XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G /A / G G / G G / / A 5 5 A A A 6 6 5 5 5 5 6 6 6 G / G U 5 X /A D G U 5 X /A D G U 5 X /A D G U 65 /AX /A G D G 5U 65 /A U A A U 5 5 D D X X D U 36 D3 G/ G UG XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG 5U 65 AX /A D G 5U 65 /A /A G D G 5U 6 /A /A G G 5U 6 /A /A G G 5U 6 /A /A G G 5U 6 /A /A G G 5U 6 /A / D 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D X X X 36 D3 G/ UG UG XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG XU XU 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A /A G G G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G UG XU XU 36 D G UG XU XU 36 D G UG XU XU 36 D G UG XU XU D3 6 3 / 3 / 3 / 3 / /A / G / G G / G G G G XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5 G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 U 5 X A D A D U 5 U 5 A D A U U A A U U 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G UG XU XU 36 D G UG XU XU 36 D G UG XU XU 36 D G UG 3 / 3 / 3 / 3 / /A / G / G G / G G G XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5U 65U AX / G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG U 5 X A D A D U 5 U 5 A D A U U A A U 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G UG XU XU 36 D G UG XU XU 36 D G UG XU XU 36 3 / 3 / 3 / /A / G / G G / G G G XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5 G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 U 5 X A D A D U 5 U 5 A D A U U A U 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G UG XU XU 36 D G UG XU XU 36 D G UG 3 / 3 / 3 / /A / G / G G / G G XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5U 65U AX / G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG U 5 X A D A D U 5 U 5 A D A U U A 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G UG XU XU 36 D G UG XU XU 36 3 / 3 / /A / G / G G / G G XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5 G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 U A A U U 5 5 A D 5 A U D U D X X 5 36 D3 G/ UG UG XU 36 D3 G UG U XU 36 D3 G UG XU XU D36 D3 G UG XU XU D36 D3 G 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A X G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G UG U XU 36 D G UG 3 / 3 / /A / G / G G / G XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU /AX D G D 5U 65U AX /AX D G D 5U 65U AX / G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG U A A U U 5 5 A D 5 A U D D X X 5 D X 36 D3 G/ UG UG XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG XU XU 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G X U U D G U U X D G U U X D G X U X /A G/ G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG UG 365 XU AX D D UG 5U XU AX D D UG 5U XU AX D D U 5U X AX D D G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG UG 365 36 U 5 X A D A D U 5 U 5 A D U 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G UG 3 / /A / G / G G / XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU /AX D G D 5U 65U AX / G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG U 5 X A D A D U 5 U 5 A D 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 /A / G / G G / XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU /AX D G D 5 G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 U 5 X A D A D U 5 U D 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /A G UG U XU 36 D3 G UG U XU 36 D3 G UG /A / G / G / XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU / G UG 365 36 /A G/ G UG 365 36 /A G/ G U 5 X A D A U 5 D 36 D3 G/ UG UG XU 36 D3 G UG XU XU 5U 65 AX /A D G 5U 65 /AX /A G D G G UG U XU 36 D3 G UG U XU 36 G / / G D

news

c h a p t e r

GG Rowe and Sherry Moran have led the Oregon (Portland) Chapter for the past few years and are recent winners of the Summit 2017 Chapter Award for the 225+ community Members category. The chapter is undergoing some changes as Sherry has switched careers from the User side to the consulting side. While she has stepped down from the leadership team, she plans to stay very involved in what she’s created with GG.

Being a chapter leader has

given GG some personal

fulfillment, helping fellow

Members and chapter attendees

really grow in their careers.

Chapter

HIGHLIGHTS

12 | D365UG/AXUG Magazine

ne w s

Leadership Team Highlight

OREGON (PORTLAND) CHAPTER Chapter Leaders

GG Rowe and Sherry Moran GOALS FOR THE FUTURE

In addition to the transition of two new chapter co-leaders joining GG, the chapter plans to: »» Expand their reach to other functional areas like finance. »» Add breakout meetings to their schedule where they will divide into subgroups for parallel discussions. »» Have joint meetings with the CRMUG® chapter with crossover topics like integrating between the two apps or project management. »» Hold a mini Summit which will include an all-day agenda and will invite other regional chapters. GG had a hard time picking the best presentation they’ve had to date as they’ve had so many great meetings. The company and factory tours are well received, but GG would say their MRP panel with three consultants, plus their Product Configurator meeting, which showcased several Member companies each presenting what they sell and use, ranked up there. Being a chapter leader has given GG some personal fulfillment,

» Expanding my network/community to other companies in the area and how they are using Dynamics 365/AX. » As a chapter leader, it’s also opened up avenues for additional involvement globally at Summit, online webinars, and the online forum.

U U D D X 36 D3 G/ UG UG XU 36 D3 G UG 5U 65 AX /A D G 5U 65 /A /A 36 D3 G/ UG UG XU 36 D3 G UG XU XU / A A 5 5 6 6 /A G D G U 5 X /A D G U 5 D 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 /A / G A 5 5 6 6 G / U 5 X A D A D G 5U 65 U 5 D 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A D 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 5U 65 /A /A G G 5U 65 /A /A G G 5U 65 /A /A G G D 36 D3 G/ UG XU XU D36 D3 G UG XU XU D36 D3 G UG XU XU D36 D3 5U 65 AX /A G D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 6 D 36 D3 G/ UG UG XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G 5U 65 AX /A D G 5U 65 /A /A G G 5U 65 /A /A G G 5U 6 /A D 36 D3 G/ UG UG XU 36 D3 G UG XU XU D36 D3 G UG XU XU D36 D3 G 5UG /A / G /A / G / A 5 5 6 6 5 5 6 G / G G U 5 X A D U 5 A A U D U 6 A / 36 D3 G/ UG UG XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D X 36 D3 G/ UG UG XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 5U 65 AX /A D G 5U 65 /A /A G D G 5U 6 /A /A G G 5U 6 /A /A G G D 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 /A / G /A / G / G A 5 5 5 6 6 6 5 G / G G G 5 U 5 X A D A D U 5 U 5 A D U 6 A /A 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 5U 65 AX /A D G 5U 65 /A /A G D G 5U 65 /A /A G G 5U 6 /A /A G G 5U 6 D 36 D3 G/ UG UG XU 36 D3 G/ UG XUG XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G /A / G A A 5 5 5 6 6 6 5 65 /AX /A G D G 5U 65 /A G / / G G U 5U X AX D U 5U X AX D U 5U X AX D U D U D D D D U G 36 3 G/ G UG U 36 3 G/ G UG U 36 3 G U X 3 D G U 3 5U 65 AX /A D G 5U 65 A /A D G 5U 65 /A G/A G D UG 65U 365 /A G/A G UG 65U 36 /A G/ D 36 D3 G/ UG UG XU 36 D3 G/ UG XUG XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G 5UG XU 5U 65 AX /A D G 5U 65 AX /A D G 5U 65 /A /A G D G 5U 65 /A /A G G 5U 6 /A /A G D 36 D3 G/ UG UG XU 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU /A / G /A / G G / A A 5 5 5 5 6 6 6 6 5 G G / / G G G U 5 X A D A D U 5 A D U 5 U 5 A D U 6 A /A 36 D3 G/ UG UG XU 36 D3 G UG XUG XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 5U 65 AX /A D G 5U 65 /AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5 D X 36 D3 G/ UG UG XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 5U 65 AX /A D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A /A G G 5U 65 /A /A G G 5U 6 D 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G UG XU XU D36 D3 G /A / G /A / G /A / G /A / G / A 5 5 5 5 5 6 6 6 6 6 5 G / G G G G U A A U A U A U U A 5 5 D 5 5 D 5 U 6 A D D X 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G UG XU XU D36 D3 G 5UG 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A / D X 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U 5U 65 /A /A G G 5U 65 /A /A G G 5U 65 /A /A G G 5U 6 /A /A G G 5U 6 /A /A G G 5U 6 /A /A G D 36 D3 G/ UG XU XU D36 D3 G UG XU XU D36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU 5U 65 AX /A G D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G D X 36 D3 G/ UG UG XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG XU XU 36 5U 65 AX /A D G 5U 65 /A /A G G 5U 65 /A /A G G 5U 6 /A /A G G 5U 6 /A /A G G 5U 6 /A /A G G 5 D 36 D3 G/ UG UG XU 36 D3 G UG XU XU D36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 /A / G /A / G /A / G /A / G /A / G A 5 5 6 6 5 5 5 5 5 6 6 6 6 G / G G G G G A U U 5 5 X A A U D U A A U D U A U 6 36 D3 G/ UG UG XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A D X X X 36 D3 G/ UG UG XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG 5U 65 AX /A D G 5U 65 /A /A G D G 5U 6 /A /A G G 5U 6 /A /A G G 5U 6 /A /A G G 5U 6 /A /A G G 5U 6 /A / D 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D 36 D3 G/ UG UG XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG XU XU 36 D3 G UG XU XU 36 D3 G UG XU XU 36 D3 G UG XU XU 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A /A G G G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G UG XU XU 36 D G UG XU XU 36 D G UG XU XU 36 D G UG XU XU D3 6 3 / 3 / 3 / 3 / /A / G / G G / G G G G XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5 G 3 G U 3 G G 3 U U U G UG 65 36 /A G/ G UG 65 36 /A G/ G UG 65 36 /A G/ G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 U 5 X A D A D U 5 U 5 A D A U U A A U U 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A X X X U U U U D G U D G U U D D D D G X U X X X U X U X /A G/ G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A G/ XU AX D D UG 5U XU AX D D UG 5U XU AX D D U 5U X AX D D U 5U X AX D D U 5U X AX D D U 5U X G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG U 5 X A D A D U 5 U 5 A D A U U A A U 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G UG XU XU 36 D G UG XU XU 36 D G UG XU XU 36 3 / 3 / 3 / /A / G / G G / G G G XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5 G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 U 5 X A D A D U 5 U 5 A D A U U A U 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G UG XU XU 36 D G UG XU XU 36 D G UG 3 / 3 / 3 / /A / G / G G / G G XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5U 65U AX / G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG U 5 X A D A D U 5 U 5 A D A U U A 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G UG XU XU 36 D G UG XU XU 36 3 / 3 / /A / G / G G / G G XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5 G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 U 5 X A D A D U 5 U 5 A D A U U 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G UG XU XU 36 D G UG 3 / 3 / /A / G / G G / G XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU /AX D G D 5U 65U AX /AX D G D 5U 65U AX / G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG U A A D U 5 U 5 5 X A D A U D 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G UG XU XU 36 3 / /A / G / G G / G XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU /AX D G D 5U 65U AX /AX D G D 5 G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG UG 365 36 U A A U U 5 5 A D 5 U D D X X D 36 D3 G/ UG UG XU 36 D3 G UG U XU 36 D3 G UG XU XU 36 D3 G 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G UG 3 / /A / G / G G / XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU /AX D G D 5U 65U AX / G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG U A A U U 5 5 A D 5 D D X X 36 D3 G/ UG UG XU 36 D3 G UG U XU 36 D3 G UG XU XU 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G U U U D G D G G U X U X U X /A G/ G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 XU AX D D UG 5U XU AX D D UG 5U XU AX D D G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 U 5 X A D A D U 5 U D 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /A G UG U XU 36 D3 G UG U XU 36 D3 G UG /A / G / G / XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU / G UG 365 36 /A G/ G UG 365 36 /A G/ G U 5 X A D A U 5 D 36 D3 G/ UG UG XU 36 D3 G UG XU XU 5 6 A / G 5 6 /A / G G D

news

c h a p t e r

helping fellow Members and chapter attendees really grow in their careers. Other highlights of being involved include, in GG’s words: »» Expanding my network/community to other companies in the area and how they are using Dynamics 365/AX. »» As a chapter leader, it’s also opened up avenues for additional involvement globally at Summit, online webinars, and the online forum. »» Sharing my knowledge and experience at Summit and Academy. »» It has inspired me to further share, and I have done so by way of creating a blog where I’ve written about Microsoft Dynamics AX and project management, and I’ve shared my experience with upgrading from 2012 RTM to 2012 R3. Sherry’s most rewarding highlight has been seeing the User community grow. She sees that the need for connection is there, and it’s been great to see that she and GG have helped facilitate that

ne w s

connection. Other highlights of being involved include, in Sherry’s words: »» I’ve learned a lot about the variety of ways and paths different companies have chosen to solve their business process issues, which has helped me have fresh eyes on the business processes I’ve been tasked to address. »» It’s helped me see firsthand that while we may make different end items, like industrial food sorting equipment versus dental chairs and offices, we often deal with the same struggles when it comes to processes like engineer to order and MRP. »» The reward of connecting two User companies that may not have known about each other and hear them compare notes and come out with options to solve their business needs. »» Being in the front line to hear from Microsoft the direction they’re going with the product and being able to give feedback.

» The reward of connecting two User companies that may not have known about each other and hear them compare notes and come out with options to solve their business needs. » Being in the front line to hear from Microsoft the direction they’re going with the product and being able to give feedback.

HIGHLIGHTS

Chapter

H1 2018 | 13

65 36 /A G G U 65 36 /A G G U 65 36 /A G G U 65 36 G/A G G U 65 36 G/A G UG U 65 36 G/A G /A D G U G U /A G U /A / U 5 X /A D G U 5 X /A D G U 5 36 D3 G/ UG UG XU 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU 5U 65 AX /A D G 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A G X X 36 D3 G/ UG UG XU 36 D3 G/ UG UG XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 5U 65 AX /A D G 5U 65 AX /A D G 5U 65 /A /A G D G 5U 65 /A /A G G 5U 6 /A /A G G 5U 6 /A /A G D 36 D3 G/ UG UG XU 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 5U 65 AX /A D G 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5 D X 36 D3 G/ UG UG XU 36 D3 G UG UG XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG XU XU 36 D3 5U 65 AX /A D G 5U 65 /A /A D G 5U 65 /A /A G D G 5U 65 /A /A G G 5U 65 /A /A G G 5U 6 /A /A G G 5U 6 D 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G /A / G /A / G /A / G /A / G /A / G / A 5 5 5 5 5 6 6 6 6 6 5 5 6 / G G G G G G U 5 X A D U 5 A D A D U 5 U 5 A A U 5 D U A U 6 A 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A / D X X 36 D3 G/ UG UG XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U 5U 65 A /A G 5U 65 /A /A G G 5U 6 /A /A G G 5U 6 /A /A G G 5U 6 /A /A G G 5U 6 /A / G G 5 6 /A / G D 36 D3 G UG XU XU D36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU AXU D36 D UG 5UG XU AXU 36 /A / G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A G 5 G D 36 D3 G/ UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D UG 5UG XU AXU D36 3 G G / G G / / / G G / A 5 A A A A A 6 5 5 5 5 5 6 6 6 G U 5 G U /A G U G U 6 /A /A /A G U 6 G 5 6 /A / G /A G 5 U 5 X /A D 36 D3 G/ UG UG XU D36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 UG 5UG XU AXU D36 D /A / G /A / G /A / G /A / G /A / G G / A 5 6 5 5 5 5 5 6 5 6 6 6 6 G / G G G G G G 5 36 U 5 X A D A U 5 U 5 A D A U U A A U U 6 A / 36 D3 G/ UG UG XU 36 D3 G UG XU XU D36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU AXU D36 D UG 5U 65 AX /A D G 5U 65 /A /A G G 5U 6 /A /A G G 5U 6 /A /A G G 5U 6 /A /A G G 5U 6 /A /A G G 5U 6 /A /A G G 5 36 /A D 36 D3 G/ UG UG XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D UG 5UG /A / G 36 /A / /A / G G /A / G / / G G / A 5 5 A A 6 A 6 5 5 5 5 5 6 6 6 6 6 5 G / G G G U G U /A /A G U G /A U 5 X A D A U 5 U 5 A D A U 36 D3 G/ UG UG XU 36 D3 G UG XU XU D36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 UG 5UG XU /A / G /A / G /A / G /A / G /A / G /A / G /A / G A 5 5 6 6 5 5 5 5 5 6 5 6 6 6 6 6 / G G G G G G G A U U A 5 5 A U D U A D A U U A D A X U 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 UG 5UG XU AXU 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A /A G G 5U 65 /AX /A G D D X D X X X 36 D3 G/ UG UG XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A /A G G 5 6 /A / G G 5 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G UG XU XU 36 D G UG XU XU 36 D G UG XU XU 36 D G UG XU XU D3 D UG 5UG XU AX D3 D 6 3 / 3 / 3 / 3 / 3 / /A / G / G G / G G G G G U 6 3 XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5U 6 G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A U 5 X A D A D U 5 U 5 A D A U U A A U U A 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 UG 5UG 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A /A G G 5 6 /A / G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G UG XU XU 36 D G UG XU XU 36 D G UG XU XU 36 D G UG XU XU D3 D UG 5UG XU 6 3 / 3 / 3 / 3 / 3 / /A / G / G G / G G G G G XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG U U 5 X A D A D U 5 U 5 A D A U U A A U U A 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A /A G G 5 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G UG XU XU 36 D G UG XU XU 36 D G UG XU XU 36 D G UG XU XU D3 D 6 3 3 / 3 / 3 / 3 / /A / G / G G / G G G G XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5U 6 G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A U 5 X A D A D U 5 U 5 A D A U U A A U U 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A / G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G UG XU XU 36 D G UG XU XU 36 D G UG XU XU 36 D G UG XU 3 / 3 / 3 / 3 / /A / G / G G / G G G G XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG U U A A D U 5 U 5 5 X A D A U D U A A U 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G UG XU XU 36 D G UG XU XU 36 D G UG XU XU 36 D 3 / 3 / 3 / 3 /A / G / G G / G G G XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5U 6 G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A U A A U U 5 5 A D 5 A U D U A U D X X 5 5 5 D D 36 D3 G/ UG UG XU 36 D3 G UG U XU 36 D3 G UG XU XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G UG 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A / G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G UG XU XU 36 D G UG XU XU 36 D G UG XU 3 / 3 / 3 / /A / G / G G / G G G XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG U U A A U U 5 5 A D 5 A U D U A D X X 5 5 D D X D X X 36 D3 G/ UG UG XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G UG XU XU 36 D G UG XU XU 36 D 3 / 3 / 3 /A / G / G G / G G XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5U 6 G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A U 5 X A D A D U 5 U 5 A D A U U 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A / G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G UG XU XU 36 D G UG XU 3 / 3 / /A / G / G G / G G XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG U U 5 X A D A D U 5 U 5 A D A U 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G UG XU XU 36 D 3 / 3 /A / G / G G / G XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU /AX D G D 5U 65U AX /AX D G D 5U 6 G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG UG 365 36 G/A U 5 X A D A D U 5 U 5 A D U 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G 5UG 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A / G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G UG XU 3 / /A / G / G G / G XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU /AX D G D 5U 65U AX /AX G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG U U 5 X A D A D U 5 U 5 A D 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G G G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU /A / G / G G / G XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU /AX G UG 365 36 /A G/ G UG 365 36 /A G/ G UG U 5 X A D A U 5 D 36 D3 G/ UG UG XU 36 D3 G UG XU XU 5U 65 AX /A D G 5U 65 /AX /A G G G UG U XU 36 D3 G UG U XU /A / G / G G XU AX D G D 5UG 65U AXU /AX G UG 365 36 /A G/ G UG U 5 X A D 36 D3 G/ UG UG XU 5U 65 AX /A G G U G U XU /A / G G XU AX G UG D

MEMBER PROFILE

Humans of

MEMBER Neal Folgers

COMPANY Wahl Clipper

JOB ROLE IT Manager

MEMBER SINCE 2016

VOLUNTEER PROFILE Sapphire Award Winner

Chapter Leader

Volunteer Committee

14 | D365UG/AXUG Magazine

What book would you choose to have with you if stranded on a deserted island?

The Bible

Dog, cat, or neither person?

Dog; we have a Pug, Aggie, and she is just over a year old.

What is something you learned in the last week about Microsoft Dynamics AX or D365?

That you must import data in a certain order or the import will not work.

What is your favorite volunteer activity in the AXUG® community and why?

My favorite volunteer activity was becoming a chapter leader. The Chicago chapter was not active and had not met in over a year until I got involved. Growing up in Chicago, I know we have one of the best business environments in the country. It has been fun to watch the chapter come alive again and to see people get excited again about the chapter!

For more information regarding membership, please visit www.axug.com/join.

U 5 X A D G U 5 A D 36 D3 G/ UG UG XU 36 D3 G UG XU XU 5U 65 AX /A D G 5U 65 /A /A G D G 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G / 5U 65 AX /A D G 5U 65 A /A D G 5U 65 D 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A D 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 5U 65 /A /A G G 5U 65 /A /A G G 5U 65 /A /A G G D 36 D3 G/ UG XU XU D36 D3 G UG XU XU D36 D3 G UG XU XU D36 D3 5U 65 AX /A G D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 6 D 36 D3 G/ UG UG XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G 5U 65 AX /A D G 5U 65 /A /A G G 5U 65 /A /A G G 5U 6 /A D 36 D3 G/ UG UG XU 36 D3 G UG XU XU D36 D3 G UG XU XU D36 D3 G 5UG /A / G /A / G / A 5 5 6 6 5 5 6 G / G G A U U 5 X A 5 A U D U 6 A / D 36 D3 G/ UG UG XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D X 36 D3 G/ UG UG XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 5U 65 AX /A D G 5U 65 /A /A G D G 5U 6 /A /A G G 5U 6 /A /A G G D 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5 D X 36 D3 G/ UG UG XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 5U 65 AX /A D G 5U 65 /A /A G D G 5U 65 /A /A G G 5U 6 /A /A G G 5U 6 D 36 D3 G/ UG UG XU 36 D3 G/ UG XUG XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G /A / G /A / G / A A 5 5 5 6 6 6 5 5 6 G / / G G G U 5 X A D U 5 X A D U 5 A D A U D U 6 A 36 D3 G/ UG UG XU 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G 5UG XU XU D36 D3 G 5UG 5U 65 AX /A D G 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A / D X 36 D3 G/ UG UG XU 36 D3 G/ UG UG XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U 5U 65 AX /A D G 5U 65 AX /A D G 5U 65 /A /A G D G 5U 65 /A /A G G 5U 6 /A /A G D 36 D3 G/ UG UG XU 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU 5U 65 AX /A D G 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G D 36 D3 G/ UG UG XU 36 D3 G UG UG XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG XU XU 36 5U 65 AX /A D G 5U 65 /A /A D G 5U 65 /A /A G D G 5U 65 /A /A G G 5U 65 /A /A G G 5 D 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G UG XU XU D36 D3 /A / G /A / G /A / G / G A 5 5 5 5 5 6 6 6 6 / G G G G G 5U 6 U 5 X A D U 5 A D A D U 5 U 5 A U 65 A /A D 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G UG XU XU D36 D3 G 5U 65 AX /A D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A /A G G 5U 65 /A /A G G 5U 6 /A D 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G UG XU XU D36 D3 G 5UG /A / G /A / G /A / G G / A A 5 5 5 5 5 6 5 6 6 6 6 G / G G G U G U 6 /A / /A A U 5 U 5 A A U U A D 36 D3 G UG XU XU D36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU /A / G /A / G /A / G /A / G /A / G / G 5 6 5 5 5 5 5 6 6 6 6 G G G G G U A 5 A U 5 U 5 A A U D U A U 6 A /A 36 D3 G/ UG XU XU D36 D3 G UG XU XU D36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU 5U 65 AX /A G D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G D X X 36 D3 G/ UG UG XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 5U 65 AX /A D G 5U 65 /A /A G G 5U 65 /A /A G G 5U 6 /A /A G G 5U 6 /A /A G G 5U 6 /A /A G G 5 D 36 D3 G/ UG UG XU 36 D3 G UG XU XU D36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 6 D X X X 36 D3 G/ UG UG XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G 5U 65 AX /A D G 5U 65 /A /A G G 5U 65 /A /A G G 5U 6 /A /A G G 5U 6 /A /A G G 5U 6 /A /A G G 5U 6 /A D 36 D3 G/ UG UG XU 36 D3 G UG XU XU D36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG /A / G /A / G /A / G /A / G /A / G / A 5 5 6 6 5 5 5 5 5 6 6 6 6 / G G G G G G U 5 X A D U 5 A D A U D U A A U U A U 6 A / 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D X X X X 36 D3 G/ UG UG XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A /A G G G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G UG XU XU 36 D G UG XU XU 36 D G UG XU XU 36 D G UG XU XU D3 6 3 / 3 / 3 / 3 / /A / G / G G / G G G G XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5 G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 U 5 X A D A D U 5 U 5 A D A U U A A U U 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G UG XU XU 36 D G UG XU XU 36 D G UG XU XU 36 D G UG 3 / 3 / 3 / 3 / /A / G / G G / G G G XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5U 65U AX / G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG U 5 X A D A D U 5 U 5 A D A U U A A U 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G UG XU XU 36 D G UG XU XU 36 D G UG XU XU 36 3 / 3 / 3 / /A / G / G G / G G G XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5 G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 U 5 X A D A D U 5 U 5 A D A U U A U 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G UG XU XU 36 D G UG XU XU 36 D G UG 3 / 3 / 3 / /A / G / G G / G G XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5U 65U AX / G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG U 5 X A D A D U 5 U 5 A D A U U A 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G UG XU XU 36 D G UG XU XU 36 3 / 3 / /A / G / G G / G G XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5 G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 U A A U U 5 5 A D 5 A U D U D X 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G UG XU XU 36 D G UG 3 / 3 / /A / G / G G / G XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU /AX D G D 5U 65U AX /AX D G D 5U 65U AX / G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG U A A U U 5 5 A D 5 A U D D X X 5 D X 36 D3 G/ UG UG XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG XU XU 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G X G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G UG U XU 36 3 / /A / G / G G / G XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU /AX D G D 5U 65U AX /AX D G D 5 G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG UG 365 36 U A A U U 5 5 A D 5 U D D X X D X 36 D3 G/ UG UG XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A U U U U D D G D G G U X U X U X /A G/ G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ U 5U X AX D U 5U X AX D U 5U X XU AX D D D D G G U U G 3 3 3 G UG 65 36 /A G/ G UG 65 36 /A G/ G UG 65 36 /A G/ UG U 5 X A D A D U 5 U 5 A D 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 /A / G / G G / XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU /AX D G D 5 G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 U 5 X A D A D U 5 U D 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /A G UG U XU 36 D3 G UG U XU 36 D3 G UG /A / G / G / XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU / G UG 365 36 /A G/ G UG 365 36 /A G/ G U 5 X A D A U 5 D 36 D3 G/ UG UG XU 36 D3 G UG XU XU 5U 65 AX /A D G 5U 65 /AX /A G D G G UG U XU 36 D3 G UG U XU 36 G / / G D

learn

academy corner

D365UG/AXUG ACADEMY 2018 TRAINING OPPORTUNITIES

D365UG/AXUG® Academy had a great year of training last year and continues rolling out hot topics such as Reporting and Power BI. In 2017, Academy offered 52 classes to a total of 239 attendees, plus 40+ Pre-Conference Academy classes at D365UG/ AXUG Summit Nashville. In 2018, D365UG/AXUG Academy is bringing back fan favorites, along with brand-new courses, boot camps, and workshops. Check out the variety of training opportunities below, and we hope to see you at an upcoming class!

Featured D365UG/AXUG Academy Class Creating Conscious Consultants Workshop

Instructor: Tabetha Sheaver

D365UG/AXUG Academy Distance Learning Classes

D365UG/AXUG Academy Power BI Classes (On-Site or Distance Learning)

»» April 30 | Power BI Certification Bootcamp - 3 Day

D365UG/AXUG Conferences and Events

»» May 23-24 | D365UG/AXUG Focus | www.ugfocus.com »» October 15-18 | D365UG/AXUG Summit Phoenix | www.axugsummit.com

Classes are continuously being added to the schedule, so visit www.axug.com/academy for an updated list and descriptions.

H1 2018 | 15

65 36 /A G G U 65 36 /A G G U 65 36 /A G G U 65 36 /A G G U 65 36 /A G G U 65 36 /A G /A D G U G U /A G U /A / U 5 X /A D G U 5 X /A D G U 5 36 D3 G/ UG UG XU 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU 5U 65 AX /A D G 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A G X X 36 D3 G/ UG UG XU 36 D3 G/ UG UG XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 5U 65 AX /A D G 5U 65 AX /A D G 5U 65 /A /A G D G 5U 65 /A /A G G 5U 6 /A /A G G 5U 6 /A /A G D 36 D3 G/ UG UG XU 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 5U 65 AX /A D G 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5 D X 36 D3 G/ UG UG XU 36 D3 G UG UG XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG XU XU 36 D3 5U 65 AX /A D G 5U 65 /A /A D G 5U 65 /A /A G D G 5U 65 /A /A G G 5U 65 /A /A G G 5U 6 /A /A G G 5U 6 D 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G /A / G /A / G /A / G /A / G /A / G / A 5 5 5 5 5 6 6 6 6 6 5 5 6 / G G G G G G U 5 X A D U 5 A D A D U 5 U 5 A A U 5 D U A U 6 A 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A / D X X 36 D3 G/ UG UG XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U 5U 65 A /A G 5U 65 /A /A G G 5U 6 /A /A G G 5U 6 /A /A G G 5U 6 /A /A G G 5U 6 /A / G G 5 6 /A / G D 36 D3 G UG XU XU D36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU AXU D36 D UG 5UG XU AXU 36 /A / G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A G 5 G D 36 D3 G/ UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D UG 5UG XU AXU D36 3 G G / G G / / / G G / A 5 A A A A A 6 G 5U 65 G 5U 6 /A G 5U 6 G 5U 6 /A /A /A G 5U 6 G 5 6 /A / G /A G 5 U 5 X /A D 36 D3 G/ UG UG XU D36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 UG 5UG XU AXU D36 D /A / G /A / G /A / G /A / G /A / G A 5 6 5 5 5 5 5 6 5 6 6 6 6 65 /AX /A G D G 5U 36 G / G G G G G U 5U X AX D U 5U X AX D U 5U X AX D D U 5U X AX D U 5U X AX D A U U 5 D X D D U U D D D D D G U X G U 36 3 / G G U 36 3 G G G U G U U G U 3 3 3 3 U X 3 D G 3 5U 65 AX /A D G 5U 65 /A G/A G UG 65U 36 /A G/A G UG 65U 36 /A G/A G UG 65U 36 /A G/A G UG 65U 36 /A G/A G UG 65U 36 /A G/A G UG 65 36 /A D 36 D3 G/ UG UG XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D UG 5UG / G G / G G / / / G G / A A 5 5 A A A A 6 A 6 5 5 5 5 5 6 6 6 6 6 /A G U 5 G U /A G U G U /A /A /A G U G 5 36 /A / /A U 5 X /A D G U 5 D 36 D3 G/ UG UG XU 36 D3 G UG XU XU D36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 UG 5UG XU /A / G /A / G /A / G /A / G /A / G /A / G A 5 5 6 6 5 5 5 5 5 6 5 6 6 6 6 6 /A / G / G G G G G G G U 5 X A D U 5 A D A U D U A A U U A A U 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 UG 5UG XU AXU 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A /A G G 5U 65 /AX /A G D D X D X X X 36 D3 G/ UG UG XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A /A G G 5 6 /A / G G 5 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G UG XU XU 36 D G UG XU XU 36 D G UG XU XU 36 D G UG XU XU D3 D UG 5UG XU AX D3 D 65 36 /A 36 /A / G 36 /A / G 36 /A / G 36 /A / G /A / G /A / G /A / G G UG 65 36 5 5 6 6 5 5 5 5 G G G G G G G / A A U U A 5 XU X D D G U XU X D D G 5U XU X D D U 5U X AX D D U 5U X AX D D U 5U X AX D D U 5U X AX D D U 5U X AX D D U G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A U 5 X A D A D U 5 U 5 A D A U U A A U U A 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 UG 5UG 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A /A G G 5 6 /A / G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G UG XU XU 36 D G UG XU XU 36 D G UG XU XU 36 D G UG XU XU D3 D UG 5UG XU 6 3 / 3 / 3 / 3 / 3 / /A / G / G G / G G G G G XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG U U 5 X A D A D U 5 U 5 A D A U U A A U U A 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A /A G G 5 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G UG XU XU 36 D G UG XU XU 36 D G UG XU XU 36 D G UG XU XU D3 D 6 3 3 / 3 / 3 / 3 / /A / G / G G / G G G G XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5U 6 G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A U 5 X A D A D U 5 U 5 A D A U U A A U U 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A / G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G UG XU XU 36 D G UG XU XU 36 D G UG XU XU 36 D G UG XU 3 / 3 / 3 / 3 / /A / G / G G / G G G G XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG U U 5 X A D A D U 5 U 5 A D A U U A A U 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G UG XU XU 36 D G UG XU XU 36 D G UG XU XU 36 D 3 / 3 / 3 / 3 /A / G / G G / G G G XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5U 6 G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A U 5 X A D A D U 5 U 5 A D A U U A U 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A / G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G UG XU XU 36 D G UG XU XU 36 D G UG XU 3 / 3 / 3 / /A / G / G G / G G G XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG U U 5 X A D A D U 5 U 5 A D A U U A 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G UG XU XU 36 D G UG XU XU 36 D 3 / 3 / 3 /A / G / G G / G G XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5U 6 G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A U A A U U 5 5 A D 5 A U D U D X 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A / G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G UG XU XU 36 D G UG XU 3 / 3 / /A / G / G G / G G XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG U U A A U U 5 5 A D 5 A U D D X X 5 D D X X 36 D3 G/ UG UG XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G UG XU XU 36 D 3 / 3 /A / G / G G / G XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU /AX D G D 5U 65U AX /AX D G D 5U 6 G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG UG 365 36 G/A U A A U U 5 5 A D 5 U D D X X 5 D X 36 D3 G/ UG UG XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A / G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G UG XU 3 / /A / G / G G / G XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU /AX D G D 5U 65U AX /AX G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG U U A A U U 5 5 A D 5 D D X X X 36 D3 G/ UG UG XU 36 D3 G UG U XU 36 D3 G UG U XU 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G G G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU /A / G / G G / G XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU /AX G UG 365 36 /A G/ G UG 365 36 /A G/ G UG U 5 X A D A U 5 D 36 D3 G/ UG UG XU 36 D3 G UG XU XU 5U 65 AX /A D G 5U 65 /AX /A G G G UG U XU 36 D3 G UG U XU /A / G / G G XU AX D G D 5UG 65U AXU /AX G UG 365 36 /A G/ G UG U 5 X A D 36 D3 G/ UG UG XU 5U 65 AX /A G G UG U XU /A / G G XU AX G UG D

feature

THE

BEHIND

16 | D365UG/AXUG Magazine

TRUTHS

Dynamics 365 for Finance and Operations Deployment Options

story by Yogesh Kasat, Real Dynamics, Partner Member

icrosoft has listened to the feedback from the AXUG® community and has delivered an on-premises deployment option for Microsoft Dynamics 365 Finance and Operations. In the “Cloud first/Mobile first” era, some Customers still need the ability to choose and adopt cloud at their own pace. Industry regulations, investments in current infrastructure, and trust in cloud data security are key reasons why we see organizations unwilling to partially or fully commit to a cloud ERP platform. Microsoft is committed to providing the different deployment options, to enable our customers to use the option best suited for their needs. In summary, there will be three deployment options available: »» Cloud »» Cloud + Edge »» On-Premises

The table below lists key differences between these deployment options.

Area/Deployment Key Differentiators

Cloud Complete cloud subscription from Microsoft

Environment Management

Microsoft-managed subscription

Cloud + Edge Allows multiple local data scenarios (warehouse, retail locations) to address connectivity issues and periodic data sync to cloud 1. Cloud – Microsoft-managed 2. Edge – Customer-managed Local data in addition to cloud

Licensing and CAPEX Subscription: Per month per User Subscription cost Moderate CaPex Low CaPex User Count

Min 20 Users

TBD

Availability

Available since 2016

Reporting Differentiating Features

Analytics available CDS, Power Apps, and other innovations available with cloud (and will be available sooner)

In development preview, slated for late 2018 TBD

Upgrade Path Updates and Health Monitoring

Available from AX 2012 R3 Not yet available Customer can schedule when to deploy Critical: Immediate (by Microsoft) Platform: Monthly release, 1-year window Application: 3-year window

Setup and Deployment Time Sandbox and NonProd Environments

Deployment Considerations

Health monitoring: Proactive monitoring by Microsoft and richer tools available through LCS Within hours

TBD

One production and two nonTBD production environments included with the Enterprise offer. Add-on non-production environments may be purchased. Ability to deploy one-box environments on Customer subscriptions available. Multi-instance deployments possible. No integration. Ability to scale out.

High Availability Included in Enterprise offer and (HA) and Disaster managed by Microsoft Recovery (DR) Internet Connectivity Connectivity required

On-Premises Complete on-premises installation (like AX 2012 and prior versions), only manage code deployments through LCS (cloud) 1. Business data and install – Customer-managed 2. LCS – code deployments Perpetual: Buy server and User licenses upfront and pay annual software assurance (SA) fees; high CaPex – Upfront licensing and infrastructure costs No min User requirement (min hardware is scoped based on 250 Users, 9 + 2 VMs) June, 2017 Retail – Late 2018 Planned for H2 CY2018 CDS, Power Apps, and other innovations not planned. Not yet available Customer responsible for deploying updates Critical: Immediate Platform: Monthly release, 1-year window Application: 3-year window Health monitoring: Customer to monitor with limited tools available in LCS Few days to weeks* * Microsoft improving this experience Unlimited non-prod environments supported with license, hardware needs to be provisioned to host each of these environments

Multiple local compute/storage workplaces: Retail, shop floor, warehouse Utilize cloud for scale, MDM, data aggregation

Multi-instance on-premises deployments possible. No integration. Hyper-V virtualization on Windows Server 2016 Not supported: VMWare virtualization, AWS, Azure Customer-managed

Periodic sync to cloud, local data for specific scenarios

Periodic connectivity for deployments and servicing H1 2018 | 17

Architecture of Local Business Data (On-Premises) Deployment:

Differences in Architecture of Microsoft Dynamics AX 2012 and Microsoft Dynamics 365 Finance and Operations On-Premises:

D365UG/AXUG References: » LBD presentation by Sarvani Sathish Kumar, senior program manager at Microsoft. » Microsoft Knowledge Base: https://docs.microsoft.com. » Information in this article is based on publicly available content from Microsoft as of 2/23/2018. Yogesh Kasat is founding Partner at Real Dynamics, www.realdynamics.com, and has authored books on Microsoft Dynamics 365 for Finance and Operations. He can be reached at Yogesh.kasat@realdynamics.com. 18 | D365UG/AXUG Magazine

Are you afraid services will replace your one time sales business? Sycor Product as a Service Framework for Dynamics 365

Many manufacturers and retailers are challenged with the question of whether or not their traditional, often one time sales centric business, has a future. With the digital world comes new business models, which are threatening traditional companies. While buying decisions were often based on product features in the past, goods are becoming more and more comparable. At the same time, clients want to be more flexible and reduce their Capex. Smart products are collecting data and are offering additional value to customers based on new machine learning capabilities.

Standard business software does not support these new processes, because they were also designed for one time sales products. Sycor’s Product as a Service Framework, which is built on Microsoft Dynamics 365 and the Microsoft Azure Services Cloud platform, is specialized in recurring revenue plus service business models, integrating smart products and machine learning.

This leads to a change, where customers are buying services, because it’s the better business model that succeeds, not the better product.

www.sycor-group.com/PraaS

When transitioning a business from sales to recurring revenue, the „Product as a Services Model“ (PraaS) is a big challenge. It requires a good economy, healthy financials, a digital services strategy, and the right digital enabling platform.

Visit us at booth C5 and find out how Sycor can help you to gain your digital advantage!

Product as a Service Framework

Manufacturing

Retail

Rental

Service

The Sycor Group is a full service provider for implementation and managed services of Microsoft Dynamics and the Microsoft business software stack.

USA – Canada – Germany – Austria – Singapore – China

t&t

TIPS & TRICKS

Cross-Company Data Sharing in Dynamics 365 for Operations story by Vamsi Pranith Donepudi, Hitachi Solutions, AXUG® Partner Member

t some point in our consulting careers, we would have encountered one question (must have, I would say!). If you have done any larger implementations with a lot of legal entities (companies), you have been asked if it is possible to share the data like vendors, terms of payment, and customers across the legal entities. Well until Microsoft Dynamics AX 2012, the answer was to use virtual companies and add the legal entities which would share such business data. It did the trick and resolved the requirement. With the advent of Dynamics 365 for Operations, Microsoft has gone a little forward and introduced cross-company data sharing. This is almost similar to the virtual company concept that Microsoft Dynamics AX had, minus the need of creating a virtual company, plus with the feature of deciding which fields could be shared. Below is one example of enabling master data sharing on Terms of Payment, one of the most asked business data to be shared across legal entities. The cross-company data sharing navigation is under System Administration > Setup > Configure Cross-company data sharing.

I created a sample data sharing policy to which I would be adding the PaymTerm table. Add the table using the “Add” button. If you remember the table name, you could simply type that in. Otherwise, you can browse through. I’m just going to type in the table name.

20 | D365UG/AXUG Magazine

The drop-down would show you the tables matching the keywords. Once you select the table, it would show if the table is enabled to “Save data per company”, “Has unique index”, and if it has been “Not shared yet”.

Click on “Add table”, and you can see the table being added. If you expand it, it would have all the fields that the table has. You can choose which fields to be shared versus not to be shared. I have encountered this in one of my implementations, where the Singaporean company (parent company) wanted the payment terms to be shared across

all the legal entities. However, for a French subsidiary, due to the regulatory requirements and since they had to maintain their own set of Chart of Accounts, and since there was a cash terms of payment, we had to separate the French company out of the virtual company that we created for data sharing. With the cross-company data sharing feature in Dynamics 365 for Operations, this can be easily handled by simply disabling the fields that would enable the cash payment feature on the payment terms and keeping them specific to the legal entity.

Before the policy was enabled, I created a term with the name as Cash002 in USMF. At this point, since the policy is not enabled, the data is not copied into the USSI legal entity.

After the table and the required fields have been added, you can then proceed to add the legal entities. After the policy has been enabled, the new payment term copies over to USSI.

After all the above work is done, then the magic begins by clicking on the “Enable” button, which enables the policy. This way, you could utilize the cross-company data sharing to maintain the same set of business data at one legal entity, which could simply copy the data over to the legal entities which are part of the policy. This is a huge benefit for the Customers as this reduces the overhead of maintaining the same data in two different entities. Big thumbs up to Microsoft for coming up with this innovative feature. D365UG/AXUG

It will ask if you want to copy all existing data across all shared companies. Of course I want to! After the policy has been enabled, you can see the sharing issues by clicking on the “Find sharing issues” button. An example follows. The description is different in Company 1 (USMF) and Company 2 (USSI).

Vamsi Pranith Donepudi is an IT manager at Hitachi Solutions and can be reached at Vamsi.praneeth@hotmail.com. Check out more of his tips at www.vamsipraneethdaxblog.wordpress.com. This tip was first published at https://community.dynamics.com/ enterprise/b/axblogbyvamsipranith/archive/2017/05/23/crosscompany-data-sharing-in-dynamics-365-for-operations. H1 2018 | 21

U 5 X A D G U 5 A D 36 D3 G/ UG UG XU 36 D3 G UG XU XU 5U 65 AX /A D G 5U 65 /A /A G D G 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G / 5U 65 AX /A D G 5U 65 A /A D G 5U 65 D 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A D 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 5U 65 /A /A G G 5U 65 /A /A G G 5U 65 /A /A G G D 36 D3 G/ UG XU XU D36 D3 G UG XU XU D36 D3 G UG XU XU D36 D3 5U 65 AX /A G D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 D 36 D3 G/ UG UG XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G 5U 65 AX /A D G 5U 65 /A /A G G 5U 65 /A /A G G 5U 6 /A D 36 D3 G/ UG UG XU 36 D3 G UG XU XU D36 D3 G UG XU XU D36 D3 G 5UG X 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A D 36 D3 G/ UG UG XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG XU 5U 65 AX /A D G 5U 65 /A /A G G 5U 65 /A /A G G 5U 6 /A /A G D 36 D3 G/ UG UG XU 36 D3 G UG XU XU D36 D3 G UG XU XU D36 D3 G 5UG XU XU D /A / G /A / G G / A 5 5 6 6 5 5 6 / G G G G U 5 X A D U 5 A D A U D U 6 A /A 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U D X 36 D3 G/ UG UG XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 5U 65 AX /A D G 5U 65 /A /A G D G 5U 65 /A /A G G 5U 6 /A /A G G 5U 6 D 36 D3 G/ UG UG XU 36 D3 G/ UG XUG XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5 /A / G /A / G / A A 5 5 5 6 6 6 5 5 6 G / / G G G A U 5 X U 5 X A D U 5 A D A U D D U 6 A 36 D3 G/ UG UG XU 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G 5UG XU XU D36 D3 G 5UG X 5U 65 AX /A D G 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A D X 36 D3 G/ UG UG XU 36 D3 G/ UG UG XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U 5U 65 AX /A D G 5U 65 AX /A D G 5U 65 /A /A G D G 5U 65 /A /A G G 5U 6 /A /A G D 36 D3 G/ UG UG XU 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU D 5U 65 AX /A D G 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G D 36 D3 G/ UG UG XU 36 D3 G UG UG XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG XU XU 36 5U 65 AX /A D G 5U 65 /A /A D G 5U 65 /A /A G D G 5U 65 /A /A G G 5U 65 /A /A G G 5U D 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G UG XU XU D36 D3 /A / G /A / G /A / G /A / G A 5 5 5 5 5 6 6 6 6 6 5 / G G G G G U 5 X A D U 5 A D A D U 5 U 5 A A U 5 D U 6 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G UG XU XU D36 D3 G 5 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A D 36 D3 G/ UG UG XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG X 5U 65 A /A G 5U 65 /A /A G G 5U 6 /A /A G G 5U 6 /A /A G G 5U 6 /A /A G G 5U 6 /A / D D 36 3 G UG XU XU D36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU A 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D 36 D3 G/ UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG XU XU 36 D3 G UG XU XU D 5U 65 AX /A G G 5U 65 /A /A G G 5U 6 /A /A G G 5U 6 /A /A G G 5U 6 /A /A G G 5U 6 /A /A G G D 36 D3 G/ UG UG XU D36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 /A / G /A / G /A / G /A / G G / A 5 6 5 5 5 5 5 6 6 6 6 G / G G G G G 5U U 5 X A D A U 5 U 5 A D A U U A U 6 A /A 36 D3 G/ UG UG XU 36 D3 G UG XU XU D36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 5U 65 AX /A D G 5U 65 /A /A G G 5U 6 /A /A G G 5U 6 /A /A G G 5U 6 /A /A G G 5U 6 /A /A G G 5U 6 D 36 D3 G/ UG UG XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5 /A / G G / G G / / A 5 5 A A A 6 6 5 5 5 5 6 6 6 G / G U 5 X /A D G U 5 X /A D G U 5 X /A D G U 65 /AX /A G D G 5U 65 /AX U A A U 5 5 D D X X D U 36 D3 G/ G UG XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG 5U 65 AX /A D G 5U 65 /A /A G D G 5U 6 /A /A G G 5U 6 /A /A G G 5U 6 /A /A G G 5U 6 /A /A G G 5U 6 /A /A D 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D X X X 36 D3 G/ UG UG XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG XU XU D 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A /A G G G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G UG XU XU 36 D G UG XU XU 36 D G UG XU XU 36 D G UG XU XU D3 6 3 / 3 / 3 / 3 / /A / G / G G / G G G G XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5U G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 U 5 X A D A D U 5 U 5 A D A U U A A U U 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G UG XU XU 36 D G UG XU XU 36 D G UG XU XU 36 D G UG X 3 / 3 / 3 / 3 / /A / G / G G / G G G XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5U 65U AX /A G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG U 5 X A D A D U 5 U 5 A D A U U A A U 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G UG XU XU 36 D G UG XU XU 36 D G UG XU XU 36 3 / 3 / 3 / /A / G / G G / G G G XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5U G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 U 5 X A D A D U 5 U 5 A D A U U A U 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G UG XU XU 36 D G UG XU XU 36 D G UG X 3 / 3 / 3 / /A / G / G G / G G XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5U 65U AX /A G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG U 5 X A D A D U 5 U 5 A D A U U A 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G UG XU XU 36 D G UG XU XU 36 3 / 3 / /A / G / G G / G G XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5U G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 U A A U U 5 5 A D 5 A U D U D X X 5 36 D3 G/ UG UG XU 36 D3 G UG U XU 36 D3 G UG XU XU D36 D3 G UG XU XU D36 D3 G 5 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A X G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G UG U XU 36 D G UG X 3 / 3 / /A / G / G G / G XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU /AX D G D 5U 65U AX /AX D G D 5U 65U AX /A G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG U A A U U 5 5 A D 5 A U D D X X 5 D X 36 D3 G/ UG UG XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG XU XU D 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G X U U D G U U X D G U U X D G X U X /A G/ G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG UG 365 XU AX D D UG 5U XU AX D D UG 5U XU AX D D U 5U X AX D D U G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG UG 365 36 U 5 X A D A D U 5 U 5 A D U 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G 5 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G UG X 3 / /A / G / G G / XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU /AX D G D 5U 65U AX /A G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG U 5 X A D A D U 5 U 5 A D 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU D 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 /A / G / G G / XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU /AX D G D 5U G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 U 5 X A D A D U 5 U 5 D 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX G UG U XU 36 D3 G UG U XU 36 D3 G UG /A / G / G / XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU /A G UG 365 36 /A G/ G UG 365 36 /A G/ G U 5 X A D A D U 5 D 36 D3 G/ UG UG XU 36 D3 G UG XU XU 5U 65 AX /A D G 5U 65 /AX /A G D G G UG U XU 36 D3 G UG U XU 36 G / / G D

peers

meet your axug peers

Â®

Meet Your Award Winners

AXUG presented the 2017 All-Star and Chapters of the Year accolades at Summit17.

All-Stars

The All-Star award is peer-nominated and recognizes passionate volunteer leaders who make significant contributions to AXUG.

2017 AXUG All-Stars

Dawn Johnson, City of Redmond, Washington Lenora Gusler, RJ Corman Railroad Group, LLC Lindsay Garcia, Magpul Sherry Moran, Company at time of Award: Key Technology, Inc Current company: SAGlobal

2017 Chapter Awards The Chapter of the Year awards recognize chapters for not only providing quality education and training, but also for a prosperous networking environment among Users, supported by a dynamic leadership team.

2017 Small-to-mid-sized Chapter of the Year

Ohio (Columbus) led by Tom Dockstader, global IT manager, Kurt J. Lesker Company Kevin Rettig, IT manager, Hobart / ITW Bob Smyk, VP of IT, InterDesign Sarah Wilhelm Strate, trade and logistics, Dynamic Consulting

2017 Mid-to-large-sized Chapter of the Year

Oregon (Portland) led by GG Rowe, IT applications and project manager, Planar Systems, Inc. Sherry Moran, Company at time of Award: Key Technology, Inc Current company: SAGlobal

22 | D365UG/AXUG Magazine

U D D X 36 D3 G/ UG UG XU 36 D3 G UG 5U 65 AX /A D G 5U 65 /A /A 36 D3 G/ UG UG XU 36 D3 G UG XU XU / A A 5 5 6 6 /A G D G U 5 X /A D G U 5 D 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 /A / G A 5 5 6 6 G / U 5 X A D A D G 5U 65 U 5 D 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A D 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 5U 65 /A /A G G 5U 65 /A /A G G 5U 65 /A /A G G D 36 D3 G/ UG XU XU D36 D3 G UG XU XU D36 D3 G UG XU XU D36 D3 5U 65 AX /A G D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 D 36 D3 G/ UG UG XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G 5U 65 AX /A D G 5U 65 /A /A G G 5U 65 /A /A G G 5U 6 /A D 36 D3 G/ UG UG XU 36 D3 G UG XU XU D36 D3 G UG XU XU D36 D3 G 5UG X /A / G /A / G / A 5 5 6 6 5 5 6 G / G G U 5 X A D U 5 A A U D U 6 A /A 36 D3 G/ UG UG XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D D X 36 D3 G/ UG UG XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 5U 65 AX /A D G 5U 65 /A /A G D G 5U 6 /A /A G G 5U 6 /A /A G G D 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 /A / G /A / G / G A 5 5 5 6 6 6 5 G / G G G 5U U A A U U 5 5 A D 5 U 6 A /A D D X 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 5U 65 AX /A D G 5U 65 /A /A G D G 5U 65 /A /A G G 5U 6 /A /A G G 5U 6 D 36 D3 G/ UG UG XU 36 D3 G/ UG XUG XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5 /A / G G / / A A 5 5 5 6 6 6 5 G / / G G U 5U X AX D U 5U X AX D U 5U X AX D U 65U AX /AX D G D 5U 65U AX D D D D D G G U G U U G 36 3 / G G U 36 3 / G G U 36 3 G U 3 3 5U 65 AX /A D G 5U 65 AX /A D G 5U 65 /AX G/A G D UG 65U 365 /AX G/A G D UG 65U 365 /A G/A D X 36 D3 G/ UG UG XU 36 D3 G/ UG UG XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U 5U 65 AX /A D G 5U 65 AX /A D G 5U 65 /A /A G D G 5U 65 /A /A G G 5U 6 /A /A G D 36 D3 G/ UG UG XU 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU D /A / G /A / G G / A A 5 5 5 5 6 6 6 6 5 G G / / G G G U 5 X A D A D U 5 A D U 5 U 5 A D U 6 A /A 36 D3 G/ UG UG XU 36 D3 G UG XUG XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 5U 65 AX /A D G 5U 65 /AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U D X 36 D3 G/ UG UG XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 5U 65 AX /A D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A /A G G 5U 65 /A /A G G 5U 6 D 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G UG XU XU D36 D3 G 5 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A D 36 D3 G/ UG UG XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG X 5U 65 A /A G 5U 65 /A /A G G 5U 6 /A /A G G 5U 6 /A /A G G 5U 6 /A /A G G 5U 6 /A / D 36 D3 G UG XU XU D36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU A /A / G /A / G /A / G /A / G /A / G / G 5 6 5 5 5 5 5 6 6 6 6 G G G G G U 5 A A U 5 U 5 A A U D U A U 6 A /A 36 D3 G/ UG XU XU D36 D3 G UG XU XU D36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D 5U 65 AX /A G D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G D X X 36 D3 G/ UG UG XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 5U 65 AX /A D G 5U 65 /A /A G G 5U 65 /A /A G G 5U 6 /A /A G G 5U 6 /A /A G G 5U 6 /A /A G G 5U D 36 D3 G/ UG UG XU 36 D3 G UG XU XU D36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 D 36 D3 G/ UG UG XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG XU XU 36 D3 G UG XU XU 36 D3 G UG XU XU 36 D3 G 5U 65 AX /A D G 5U 65 /A /A G G 5U 65 /A /A G G 5U 6 /A /A G G 5U 6 /A /A G G 5U 6 /A /A G G 5U 6 /A D 36 D3 G/ UG UG XU 36 D3 G UG XU XU D36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG X /A / G /A / G /A / G /A / G /A / G / A 5 5 6 6 5 5 5 5 5 6 6 6 6 / G G G G G G U 5 X A D U 5 A D A U D U A A U U A U 6 A /A 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D X X X X 36 D3 G/ UG UG XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU D 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A /A G G G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G UG XU XU 36 D G UG XU XU 36 D G UG XU XU 36 D G UG XU XU D3 6 3 / 3 / 3 / 3 / /A / G / G G / G G G G XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5U G 3 G U 3 G G 3 U U U 3 3 3 3 G UG 65 36 /A G/ G UG 65 36 /A G/ G UG 65 36 /A G/ G UG 65 36 /A G/ G UG 65 36 /A G/ G UG 65 36 /A G/ G UG 65 36 U 5 X A D A D U 5 U 5 A D A U U A A U U 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A X X X U U U U D U D U U X X X D D D D G X G U X X G U U X /A G/ G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A G/ U 5U X AX D U 5U X AX D U 5U X AX D U 5U X AX D U 5U X AX D U 5U X A XU AX D D D D D D D G G U U G 3 G U 3 G G 3 U U 3 3 3 G UG 65 36 /A G/ G UG 65 36 /A G/ G UG 65 36 /A G/ G UG 65 36 /A G/ G UG 65 36 /A G/ G UG 65 36 /A G/ UG U 5 X A D A D U 5 U 5 A D A U U A A U 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G UG XU XU 36 D G UG XU XU 36 D G UG XU XU 36 3 / 3 / 3 / /A / G / G G / G G G XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5U G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 U 5 X A D A D U 5 U 5 A D A U U A U 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G UG XU XU 36 D G UG XU XU 36 D G UG X 3 / 3 / 3 / /A / G / G G / G G XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5U 65U AX /A G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG U 5 X A D A D U 5 U 5 A D A U U A 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G UG XU XU 36 D G UG XU XU 36 3 / 3 / /A / G / G G / G G XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5U G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 U 5 X A D A D U 5 U 5 A D A U U 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G UG XU XU 36 D G UG X 3 / 3 / /A / G / G G / G XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU /AX D G D 5U 65U AX /AX D G D 5U 65U AX /A G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG U A A U U 5 5 A D 5 A U D D X 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU D 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G UG XU XU 36 3 / /A / G / G G / G XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU /AX D G D 5U 65U AX /AX D G D 5U G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG UG 365 36 U A A U U 5 5 A D 5 U D D X X D X 36 D3 G/ UG UG XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G 5 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G UG X 3 / /A / G / G G / XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU /AX D G D 5U 65U AX /A G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG U 5 X A D A D U 5 U 5 A D 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU D 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G U U U D D X G G U G U X U X /A G/ G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 XU AX D D UG 5U XU AX D D UG 5U XU AX D D U G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 U A A U U 5 5 D 5 D D X X 36 D3 G/ UG UG XU 36 D3 G UG U XU 36 D3 G 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX G UG U XU 36 D3 G UG U XU 36 D3 G UG /A / G / G / XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU /A G UG 365 36 /A G/ G UG 365 36 /A G/ G U 5 X A D A D U 5 D 36 D3 G/ UG UG XU 36 D3 G UG XU XU 5 6 A / G 5 6 /A / G G D

peers

meet your axug peers

We reached out to the 2017 All-Stars to find out what it means to receive this recognition.

Dawn Johnson, City of Redmond, Washington

What an honor it is to be counted among those that are recognized for an outstanding level of commitment and service to the D365/AXUG® community! While an unexpected surprise, receiving the All-Star award was an indicator of the positive impact my participation both as a leader and contributor has on the Microsoft Dynamics AX/D365 community and reminds me that each of us, in the form of small contributions, are the cement that bonds this community, and in so many ways, helps to steer the product ship. Behind that I have great passion; thank you!

Lenora Gusler, RJ Corman Railroad Group, LLC

Receiving the 2017 AXUG All-Star award was a complete surprise, a definite thrill, and a great honor! I’m surrounded by AXUG rock stars, like Connie Thomson and Kelly Kane, my co-leaders for the Kentucky chapter. It is my pleasure to serve with them, and we are fortunate to have a very active, involved chapter with many Users willing to reach out and help others. It takes some effort and time to be involved, but I’m well-rewarded with what I’ve been able to learn about the software, the networking that happens organically, and the friends I’ve made. This award is like icing on the cake. And a special shout-out and thank you to all those who voted and made this happen!

Sherry Moran, Company at time of award: Key Technology, Inc. Current company: SAGlobal

The All-Star award is the best thank you a person can get from a volunteer-driven organization. I got involved in the community because I needed to make connections to other User companies doing manufacturing, and through the years, I was able to do that. I want others to be able to make the connections they need for their companies and their processes. Receiving this award let me know that my work to that end has been recognized by others which means others are making the connections they need through this great community.

H1 2018 | 23

feature

TOP

Reasons to Make the Move to

365 in 2018 Dynamics

story by Josh Richards, Merit Solutions, D365UG/AXUG® Partner Member

t has been almost a year and a half from the general availability of Microsoft Dynamics 365, and the first wave of early adopters has gone live on the software. For those companies who did not want to be the “guinea pigs” of Dynamics 365, 2018 is your year. Here are the top seven reasons why we think every Microsoft Dynamics AX User should consider making the move to Microsoft Dynamics 365 and the Azure business platform this year.

24 | D365UG/AXUG Magazine

Get More for Your Money with Everything Under One Roof

Improve Decisions with Embedded Data Intelligence

Get Out of the Data Center Business and Free Up IT Resources

Save Money and Move from a CapEx to an OpEx Model

5 Reduce Costs by Moving to a Consumption Model

Reduce the Costs and Risks Associated with Disaster Recovery

Speed Onboarding and Training with Task Guides

No enterprise platform in market today can provide the depth and breadth of functionality as Microsoft Azure. The embedded functionality for ERP, CRM, field service, talent, social, and more that make up Microsoft Dynamics 365 is included in your Microsoft Dynamics 365 license. Not only does this eliminate the time and costs associated with systems integration, but it also enables your organization to simply scale up or add features as you grow without increasing license costs. The move to Azure also makes it easier and more cost effective to deploy IoT, AI, Machine Learning, or mobile initiatives.

Each year your business data grows in quantity and complexity. To succeed in the digital future, you need tools that can unify your sales and operations data and provide real-time actionable intelligence. Microsoft Dynamics 365 comes embedded with free, role-based dashboards that are easy to read and understand in real time. You will no longer need a developer to extract data or a team of analysts to cleanse data, build reports, and deliver metrics to the C-suite.

According to research firms like IDC and Gartner, businesses today spend 70 to 80 percent of their annual IT budgets on items that just keep their systems running. That leaves organizations spending just 20 and 10 percent of budgets on growing and transforming the business. A move to Azure enables companies to eliminate those data center costs, shift IT resources from reactive fixers to proactive revenue generators, and invest more heavily into growth and innovation.

For most companies, IT is considered a “cost center” that delivers little strategic value. This perception is due in part to the enormous annual investments needed for making hardware and software upgrades. When you move your infrastructure to the cloud, you treat those investments as a utility. You eliminate the large, annual capital expenditures (CapEx) investments and replace them with smaller, predictable monthly fees while always remaining up to date. And unlike CapEx, operating expenses (OpEx) costs are fully tax deductible each year.

If you’re in a highly seasonal industry or provide an offering that experiences periodic (but unpredictable) spikes in demand, then your yearly infrastructure plans need to have the storage/capacity to support those demand waves. That leaves many organizations investing a large amount into IT resources that will only be used two or three months out of the year. By moving to a cloud-based consumption model, you can scale resources up or down when needed and only pay for what you use.

Natural disasters, hackers, human error, and server crashes–any number of causes can lead to a corporate data-erasing event. To be prepared for such events, it is not uncommon for organizations today to invest hundreds of thousands (or millions) of dollars on disaster recovery “warm sites”. Even then, most businesses never conduct testing to ensure backups actually work. Disaster recovery comes built-in with Microsoft Dynamics 365–so your team never has to pay or worry again.

The Business Process Modeler and Task Guides within Microsoft Dynamics 365 allow you to document, record, and maintain business processes directly within the application. This capability dramatically speeds onboarding and training of new hires if/when there is turnover in an organization. Although often overlooked, these features can provide high value for 10 to 20 years. And if you have any additions or changes to the way you do business, you can simply add or edit task guides and re-save D365UG/AXUG them! Josh Richards is the marketing director at Merit Solutions and can be reached at Jrichards@meritsolutions.com. H1 2018 | 25

t&t

TIPS & TRICKS

On-Premises Vs. Microsoft Edge Vs. the Cloud story by Nanditha Jayachandra Kini, Indusa, AXUG® Partner Member

ut of the three layers of ERP deployment and utility, the third layer of cloud services offered today is what most of us in the Microsoft Dynamics world are familiar with: SaaS. Software as a service focuses on a specific service targeted toward a specific market/group of Users performing a set of business functions. If the acronyms ERP or CRM rang in your ears while you read this, you’re right. Well, sort of. Because of the vast repertoire of functions offered within Dynamics 365 for Finance and Operations, it’s considered a combination of PaaS (platform as a service) and SaaS by some, and just SaaS by some in the consulting community. With the onset of more than one methodology to deploy and use Dynamics 365, what are the different factors that you might consider when deciding on the type of platform and methodology to adopt and to implement the Dynamics 365 suite of ERP systems?

Cloud Let’s consider deployments on the cloud first. The unique selling proposition (USP) of this deployment technique is that hardware and peripheral software are not deemed to be individual components of investment. When deploying via the Microsoft Cloud, you can leverage on the Microsoft stack of products: Power BI, Outlook 365, Logic Apps, and Machine Learning. If you’re deploying Dynamics 365 via the cloud, you get additional benefits of integrated Power BI, Outlook 365, and CRM, not to mention the fact that subscription-based SAAS allows automatic deployment, updates, and code upgrades through Microsoft Dynamics Lifecycle Services (LCS), thereby reducing hardware and software costs, installation, maintenance, and implementation costs as well. You implement only what you need, and you pay for only what you use. Literally. The periodic subscription fee involved, along with the additional costs of support, training, and updates form a part of your operating expenses, unlike the on-premises ERP solution, where the investment almost always has to be capitalized. Perpetual availability, easy disaster recovery, and the availability of sandbox environments, coupled with the requisite infrastructure to not 26 | D365UG/AXUG Magazine

only run your ERP, but also to install and run other software, count as advantages here when we talk of deploying Dynamics 365 on the cloud. All the data is stored in Microsoft’s data centers, and Microsoft plays data trustee here. So why would you not deploy Dynamics 365 or any Dynamics ERP on the cloud? If you’re a datasensitive sceptic but also a primary decision-maker for IT purchases in your company, you may also want to explore the hybrid or onpremises deployment options.

Edge Let’s look at the deployment via the Edge methodology. It’s apt for companies who want decreased capital expenditure in IT infrastructure and also want to stay up-to-date with their software and code upgrades. Ironically, this is turning out to be a stepping stone for companies to get bolder and take that risk of exploring cloud solutions instead of on-premises solutions, after a period of using software on Edge. Anyway, this can’t be ignored. The simple facet of working on the “edge” is that data is stored in local data centers or vendor-managed data centers which aren’t Microsoft data centers. Now you could also view the data on Microsoft’s Cloud, provided that the data synch is set up and the cloud is turned on. When Microsoft cloud is turned on, you can use BI, Machine Learning, etc. to analyze and structure your data. So, you get the best of both worlds. When does this help? »» If your company or units is/are located in geographies with either poor or intermittent data connectivity, it gets imperative to be able to still operate your ERP without being net-dependent. »» In industries like retail, this model works best. Stores with POS can operate on their local database and synch with the cloud at a later date and time. »» To comply with local requirements of storing data locally in addition to on the cloud.

On-Premises On-premises comprises our traditional solutions which run

locally. This means you spend on procuring not just the ERP, but also its licenses, expend on the cost of installing requisite hardware and software to run it, and pay to implement it, as well as avail of paid support services by the implementing Partner. That doesn’t change with the hybrid or the cloud solution. What does change is how you view your ROI. Recouping your costs with an on-premises solution takes a longer time than when you deploy and use ERP via the other two methods. You also have to be responsible to pay for later upgrades, hardware/software acquisition/upgrades to support newer versions, protecting your data, and upgrading the system on time. So, amongst the three deployment options, which one would you choose? Companies today want an ERP solution with enhanced reporting capabilities as well as one to record transactions with the least effort, time, and dependence on network. And they want all of this without falling behind technology-wise, leveraging superior analytical and reporting capabilities on the cloud without the responsibility of maintenance. I’d want what the Microsoft cloud offers. So, being a rather cautious and prudent investor, I’d put my money on the hybrid option whilst considering the complete cloud deployment option at a future date. The reasons being the significant benefits of analytics and embedded intelligence available at a significantly lower cost, full control over my data, and the solution being maintained on local servers easily accessible by my personnel as required and lesser dependency on external parties for network and server plus auxiliary software and hardware maintenance. D365UG/AXUG

Are paper-based processes eating your profits?

• Eliminate paper & per-page scanning fees • Reduce errors & increase efficiency • Automate workflow & approval • Achieve real-time visibility • Integrate with Microsoft Dynamics ERP • Expand to AR, HR, Legal and more ... Designed to keep your profits in your wallet!

Paperless Automation for Microsoft Dynamics AX | D365O | GP | SL | NAV | CLOUD

Pitch The Paper Clips | www.metaviewer.com

H1 2018 | 27

topic 2

...with D365UG/AXUGÂŽ Members We reached out to three Members and asked them to respond to this scenario: If money wasnâ&#x20AC;&#x2122;t an issue, and you alone could make the decision for your organization AND you had to press go on the implementation tomorrow, what would you choose: Cloud, Edge, or on-premises? Why?

28 | D365UG/AXUG Magazine

Mai-Britt Winther Design Architect WIDEX Personally, I would aim for cloud, even though D365 FO is not completely a SaaS solution yet, but it is getting there. Being in a company that wants digital transformation and where we already operate in the cloud with O365 and D365 for sales, it only seems a natural step to also go for cloud on D365 FO. Essentially we are buying a service where all the maintenance is taken care off and striving to get to an evergreen state, where the system is always updated. This allows us to focus more on the business critical applications in house, and thereby avoid tweaking standard business flows in D365 FO. This leaves us with a true SaaS environment, and that is the end goal. It demands great flexibility from the business process owners to accept what the system can do and not, as extensive modifications will counteract the goal.

Marcus Swift Developer Swedish Match The decision to take on which D365 hosting model to go with is a debate that is currently ongoing in my organization as we look to upgrade our current Microsoft Dynamics AX version 2009. At first glance, my inclination is to go with the full cloud version. Dynamics 365 was originally built to be a cloud solution, so while I do not doubt that on-premises and Edge are very good products, my assumption would be that the cloud solution will provide the best experience in terms of performance and enhanced functionality, particularly when it comes to Power BI. The main question is how do these hosting models fit with my organization? For Edge I canâ&#x20AC;&#x2122;t really see many benefits of going with that model. We currently do not face connectivity issues that I feel would lead us to need that type of hybrid cloud/on-premises model. There is also the aspect of how new that model is. My organization

prefers solutions that have a proven track record; in this case the Edge model would be a little too new for us to feel comfortable adopting. With the remaining models, cloud and on-premises, my personal favorite is the cloud solution, but I have to take the interests and needs of my organization into account. There are many open questions with cloud, and Azure particularly, when it comes to downtime for routine maintenance. Currently we schedule any downtime for maintenance windows almost a year in advance. Azureâ&#x20AC;&#x2122;s scheduling of a maintenance window with a very short advanced notice is a very big drawback. While I myself am okay with losing some control of the database by moving to cloud, the lack of control of maintenance windows and increased downtime for the end Users is a deal-breaker my organization canâ&#x20AC;&#x2122;t afford. As stated before, I think the cloud solution will provide the best experience overall for the User, but if I have to make the decision right now with what has been relayed to me regarding scheduling of maintenance windows with Azure, it is not a solution I could go with for my organization. While it is a very difficult task to balance the pros and cons between cloud and on-premises, at this point my view is that the drawbacks of the downtime scheduling with cloud outweigh the potential loss of some functionality and possible decreased performance with the onpremises model. For the best interests of my organization and based on the information I have today, the decision I would make would be the on-premises model.

Frank Klabbers CIO Vink Holding B.V. If we would, it would very likely be Edge (the one Microsoft sadly enough still postponed) in the most positive way or else on-premises. The reason for that is questionable connectivity state in many of the countries we have our business in, combined with the cultural aspect of our organization concerning cloud. Currently a no-go would be most likely because we use (standard) functionality in AX2012, which Microsoft has taken out in D365.

H1 2018 | 29

Partner Showcase

COMPANY HSO

INTERVIEWEE Jeff Michaels, Chief Operating Officer for North America

WEBSITE www.hso.com

LOCATIONS Asia-Pacific, Canada, Germany, Netherlands, United Kingdom, United States

HEADQUARTERS Chicago (U.S. headquarters); Netherlands (global headquarters)

NUMBER OF EMPLOYEES 550

30 | D365UG/AXUG Magazine

AXUG: How are some of the ways you specifically help AX/D365 Users? JM: We serve several industries: Retail, automotive, equipment rental, manufacturing, public sector, field service, and professional services. We really focus on providing full service to our Customers and their entire lifecycle. In the service industries, especially field service, we have deep expertise. Utilizing D365, we offer an add-on service for field

SO, the Microsoft Dynamics AX ERP Partner of the Year in 2014, is a leading global provider of enterprise solutions. HSO specializes in implementing, integrating, optimizing, and maintaining ERP and CRM solutions and is the trusted Microsoft Dynamics advisor for multinational enterprises in retail, distribution, manufacturing, services, and equipment rental. HSO employs more than 550 professionals and maintains worldwide presence with locations in Europe, North America, and Asia. Their project delivery capabilities rely on more than two decades of practical experience, having delivered successful implementations in countries all over the world. HSO is a member of the Microsoft Dynamics Inner Circle and proud to be honored as the “most Customer-focused” Microsoft Partner.

service that includes assets and adds functionality for both CRM and ERP. We also have IP in the asset management and equipment rental space. We help companies that might make something, then they may rent it or install it, or they might sell it. Then that product might need to be fixed, serviced, or maintained. Between our IP and D365, we can guide a company through this whole process.

AXUG®: HSO is a global company and has been in business for more than 20 years. How has the company changed over the years? Jeff Michaels (JM): The company started as a BAAN Partner and then switched to become a Microsoft Partner in 2000. We really embraced the Microsoft platform and have been with them ever since. We have worked with the entire Microsoft stack–and of course most recently Microsoft Dynamics 365. We have been an Inner Circle Partner every year; we are very proud of that.

AXUG: Security is at the top of everyone’s mind. How do you help your Customers with the question of security? JM: One of the reasons the cloud is becoming so widely adopted is that being able to protect a company’s data and information is key. This is also why having the Microsoft Azure platform is so important. It has that level of security built into it that people are looking for when they talk about moving into the cloud. We are confident that when moving to the cloud, with Microsoft, data will be protected.

AXUG: What do you have coming up for AX/ D365 Users in 2018? JM: Public sector is the new focus for us in North America for 2018. This really is a natural evolution for the company with the IP that we have. There is a generation of government systems that are ready for and see a need for movement to the cloud. With D365, we have a great cloud offering. There are also government assets that need to be serviced and maintained, so we really saw a need in the public sector that we could fill.

AXUG: What do you love most about the AXUG community? JM: If you are living in the Dynamics world, you really HAVE to be involved in the AXUG community. This is where everyone is. If you are a Microsoft Dynamics User, you want to be connected in this community. This is where the Users reside, and this is where the Partners reside.

“Not every Partner has got the stamina or the long-term vision to make a project like ours happen. HSO has done that.” Phil Wood, CIO, Rotork

AXUG is the place to find the content-driven User events. The chapter events and conferences, like Summit, give you an opportunity to really connect with the User base in the world of Microsoft Dynamics. Every existing Customer should attend Summit. It is the best place to find technical knowledge from Users. Summit and chapter meetings are the best place to find unbiased, technical information.

We are very committed to AXUG. Being involved has been a great way to not only expand our Customer base, but also to gain employees. For people who are involved in the community and want to make a move from the Customer side to Partner side, this community has been a great help. D365UG/AXUG

MULTI-CARRIER PARCEL & LTL SHIPPING FOR SEAMLESS INTEGRATION WITH DYNAMICS AX NMB Solutions works with Dynamics AX partners and clients internationally. Our reputation for excellence is based upon our professionalism, expertise, and dedication to client satisfaction. It is our pleasure to assist you in reviewing your Multi-Carrier parcel and LTL integration requirements and demonstrate the benefits of our solution. • Provide high-volume parcel shipping

CARRIER ENGINE INTEGRATION

Seamlessly integrate BluJay Solutions, popular parcel and LTL carriers with Dynamics AX

RATE SHOPPING

Compare rates for parcel and LTL right from the sales order, quote or out packing workbench

• Reduce shipping time per package

MULTIPLE AX VERSIONS

• Provide more efficient packing and shipping operations, reducing costs

PROFESSIONAL SERVICES

• Deliver shipping charge estimates • Automates AES Filing

Our solutions support AX 2009 and up (WMS/WHS) Let our experts help you with parcel and LTL management, with or without our solution

NMB Solutions Canada, Inc. Christopher Morgan, Director 613.315.5780 | info@nmbsolutions.ca Formerly Kewill

CONTACT US FOR A DEMO | VISIT US AT WWW.NMBSOLUTIONS.CA | FOLLOW US ON TWITTER @NMBSOLUTIONS | 3155 SWANSEA CRES., OTTAWA, ON

H1 2018 | 31

WEBINAR

SPEED

READ D365 On-Premises Series, Session 1: Benefits and Limitations of Using D365 On-Premises story by Brandon Ahmad

here are a lot of questions surrounding D365 and the new architecture. I wish to clarify some of those questions and concerns here. First, who is most likely to benefit from using the on-premises version of D365? The list includes organizations with network latency issues, organizations that have invested extensive money into hardware architecture, organizations that have invested extensive money into trained personnel such as DBAs and require a real-time response with intimate familiarity of the nuances of their environment, and organizations with certain security requirements that are not dependent on the cloud. Second, how is the architecture different from previous versions of Microsoft Dynamics AX? You have to change your thinking on D365 from one application to a bunch of applications all working together and appearing as one. In theory, D365 on-premises follows best practice microservice fundamentals, meaning that the application should have 100 percent performance scalability features and uptime. In practice, it isn’t there quite yet, but this is the driving notion behind the architecture. Understanding this will lead to several implications and add-ons that can be done to really take advantage of the product. Third, what are some gotchas when it comes to D365 onpremises? It’s newer than the cloud version. This has led to a lot of recent “discoveries”. There have also been changes in the product with the initial version–most of them for the better, but it makes it hard to stay with the documentation. It is a work in process but improving. Fourth, what does the webinar highlight? We gave a webinar based upon early experiences with implementing the original D365 for a billion-dollar multi-national organization. We explained fundamentals on the product and went a little bit into some of the advantages such as performance. D365UG/AXUG This Webinar Speed Read is a condensed version of the presentation delivered by Brandon Ahmad. You can view the full webinar at www.axug.com/engage/recordings and search by webinar name. Brandon is an independent Microsoft Dynamics 365 Ops (AX) technical architect for hire whose philosophy is that good ERP technical teams are built with hands-on mentoring and hard work. He can be reached at Help@instructorbrandon.com.

32 | D365UG/AXUG Magazine

G U 5 G U U 5 X A D G U 5 A D G U 5 A D G U 5 A A D 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G UG XU XU D36 D3 G 5 5U 65 AX /A D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A /A G G 5U 65 /A /A G G 5U 6 /A 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G UG XU XU D36 D3 G 5UG 5U 65 A /A G 5U 65 /A /A G G 5U 6 /A /A G G 5U 6 /A /A G G 5U 6 /A /A G G 5U 6 /A / D 36 D3 G UG XU XU D36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU A /A / G /A / G /A / G /A / G /A / G / G 5 6 5 5 5 5 5 6 6 6 6 G G G G G U A 5 A U 5 U 5 A A U D U A U 6 A /A 36 D3 G/ UG XU XU D36 D3 G UG XU XU D36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU G G / G G / / / G / 5U 65 AX /A D G 5U 65 AX /A D G 5U 65 AX /A D G 5U 65 AX /A D G 5U 65 A /A D G 5U 65 A /A G D G D X X 36 D3 G/ UG UG XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 5U 65 AX /A D G 5U 65 /A /A G G 5U 65 /A /A G G 5U 6 /A /A G G 5U 6 /A /A G G 5U 6 /A /A G G 5 D 36 D3 G/ UG UG XU 36 D3 G UG XU XU D36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 /A / G /A / G /A / G /A / G /A / G A 5 5 6 6 5 5 5 5 5 6 6 6 6 G / G G G G G U 5 X A D U 5 A A U D U A A U U A U 6 36 D3 G/ UG UG XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5 /A / G /A / G /A / G /A / G /A / G /A A 5 5 6 6 5 5 5 5 5 6 6 6 6 6 G / G G G G G U A A U 5 X 5 U 5 A D A U A D U A U U 36 D3 G/ UG UG XU 36 D3 G UG XU XU D36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG G / G / G G / G / / / 5U 65 AX /A D G 5U 65 A /A D G 5U 6 A /A G 5U 6 A /A G 5U 6 A /A G 5U 6 A /A G 5U 6 A / D 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D X X X 36 D3 G/ UG UG XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG XU XU 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A /A G G G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G UG XU XU 36 D G UG XU XU 36 D G UG XU XU 36 D G UG XU XU D3 65 36 /A / G 36 /A / G 36 /A / G 36 /A / G /A / G /A / G /A / G 5 5 6 6 5 5 5 5 G G G G G G G A A U U A XU X D D G 5U XU X D D G 5U XU X D D U 5U X A X D D U 5U X A X D D U 5U X A X D D U 5U X A X D D G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 U 5 X A D A D U 5 U 5 A D A U U A A U U 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G UG XU XU 36 D G UG XU XU 36 D G UG XU XU 36 D G UG 3 / 3 / 3 / 3 / /A / G / G G / G G G XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5U 65U AX / G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG U A A U U 5 X 5 A D 5 A U D U A A U D 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G UG XU XU 36 D G UG XU XU 36 D G UG XU XU 36 3 / 3 / 3 / /A / G / G G / G G G XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5 G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 U 5 X A D A D U 5 U 5 A D A U U A U 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G UG XU XU 36 D G UG XU XU 36 D G UG 3 / 3 / 3 / /A / G / G G / G G XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5U 65U AX / G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG U 5 X A D A D U 5 U 5 A D A U U A 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G X X U U U U D U D X X D D G X G U X G U U X /A G/ G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 XU AX D D UG 5U XU AX D D UG 5U XU AX D D U 5U X A X D D U 5U X A X D D G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 U 5 X A D A D U 5 U 5 A D A U U 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G UG XU XU 36 D G UG 3 / 3 / /A / G / G G / G XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU /AX D G D 5U 65U AX /AX D G D 5U 65U AX / G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG U A A U U 5 5 X 5 A D A U D D 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G UG XU XU 36 3 / /A / G / G G / G XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU /AX D G D 5U 65U AX /AX D G D 5 G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG UG 365 36 U 5 X A D A D U 5 U 5 A D U 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G 5 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G UG 3 / /A / G / G G / XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU /AX D G D 5U 65U AX / G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG U 5 X A D A D U 5 U 5 A D 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G U U U D D X G G U G U X U X /A G/ G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 XU AX D D UG 5U XU AX D D UG 5U XU AX D D G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 U 5 X A D A D U 5 U D 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /A G UG U XU 36 D3 G UG U XU 36 D3 G UG /A / G / G / XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU / G UG 365 36 /A G/ G UG 365 36 /A G/ G U A A U 5 5 X D D 36 D3 G/ UG UG XU 36 D3 G UG XU XU 5U 65 AX /A D G 5U 65 /AX /A G D G G UG U XU 36 D3 G UG U XU 36 /A / G / G XU AX D G D 5UG 65U AXU /AX D G D 5 G UG 365 36 /A G/ G UG 365 36 U 5 X A D U D 36 D3 G/ UG UG XU 36 D3 G 5U 65 AX /A D G 5U 65 /A G UG U XU 36 D3 G UG /A / G / XU AX D G D 5UG 65U AXU / G UG 365 36 /A G/ G U 5 X A D 36 D3 G/ UG UG XU 5U 65 AX /A G G UG U XU /A / G G A XU X G UG D

TRENDING TOPICS

he D365UG/AXUG® Open Forum is a great place on the D365UG/AXUG website for sharing best practices, tips and tricks, and general knowledge with others. It’s also a place to post questions and get answers from other Microsoft Dynamics AX/Dynamics 365 Users. The D365UG/AXUG online community has more than 18,000 discussion posts. Below are two topics that garnered much discussion. Check them out and then take a moment to share your opinion, answer someone’s question, and/or post your own question (or quick tip that helps you be more efficient).

Power BI – AX 2012 R2

Visit www.axug.com/trend1 to view the full thread and read all comments.

Multiple Companies: Customized Programs and Performance

Visit www.axug.com/trend2 to view the full thread and read all comments.

IT’S EASY TO POST A QUESTION OR A RESPONSE...

Visit www.axug.com, log in, and click on Learn & Engage  Open Forum. You can start a new topic or use the Search feature to join an existing discussion.

H1 2018 | 33

feature

The

36 | D365UG/AXUG Magazine

BUZZ

About

Talent

story by Blase Casillas, FourVision HR Plus, AXUG® Partner Member

t seems that every year there’s a new technology or compliance “thing” that everyone is talking about. Blockchain has been the recent buzz as kind of a collaborative data security cryptography data model…but that’s not what this article is about. The latest buzz in HR and human capital management (HCM) is talent! Almost nobody knows what it is, or what it can do…but everyone’s gotta have it, right? Right! In the last issue of D365/AXUG, Lorrissa Horton provided an excellent overview announcing availability of the Microsoft Dynamics 365 for Talent technical preview and a glimpse into the roadmap of current and planned integrations to the platform. Today “Talent” provides key components for recruiting, onboarding, and management/employee self-service as well as the foundation for Microsoft’s HCM platform of the future. But there are several means to start building a full HCM platform today leveraging this and what you have today in Microsoft Dynamics AX 2012 R3 or Dynamics 365 Finance and Operations, Enterprise Edition.

ERP + HCM…A Case for a Single System of Record It’s easy to see why there is such excitement around a single system of record (SOR) encompassing your key finance and operations AND your HCM platform. Ease of use, visibility, simpler integrations, and maintenance all contribute to building a case for a single SOR. Outsourcing payroll and/or the associated compliance, particularly for multi-nationals, seems like the smart way to go, but it can also be managed internally if you choose to take that on. As mentioned, there are several approaches to launching or expanding core HR to a full HCM (human capital management) system using the tools available today in Microsoft Dynamics AX 2012 R3 or Dynamics 365 Finance and Operations, Enterprise Edition with the new D365 for Talent and Talent Apps “Attract” and “Onboarding”. Partners can provide software, managed services, and systems integration to provide that “workday-like” experience with full recruit-to-retire employee lifecycle. Specialized providers such as FourVision HR Plus help fill the gaps by providing solutions and strong HR domain expertise and “talent” (pun intended). H1 2018 | 37

The single largest reason most companies opt for a single, centralized system of record is to maintain control of their employee data. Recent legislation such as the EU-driven GDPR (General Data Protection Regulation) presents additional concerns. While supported systematically by Microsoft, most companies choose to maintain, monitor, and manage their employee data in one place.

Why not outsource it all? Enterprise HCM providers such as SAP, Oracle, and Workday focus almost entirely on large clients with tens of thousands of employees with only half-hearted efforts put into clients in the core to upper midmarket. Companies with 1,000 to 5,000 employees face many of the same challenges and are under extreme pressure to provide similar functionality, tools, and employee experiences with a fraction of the budget. ADP, Ultimate, and Ceridian offer stand-alone systems for these clients, positioning themselves as the HR “system of record”, but require integrations that are both expensive and require ongoing maintenance, not to mention subscription and license fees that can be substantial. A case can be made for outsourcing only your HCM compliance, while maintaining a centralized system. Most of these providers offer “compliance services” as a stand-alone, integrated offering for companies with 200 or more employees. I’m a huge fan of this model as it provides the protections of these large companies as a managed service and allows our Customers to focus on their core businesses while “outsourcing the risk”. The good news is that you have choices and can tailor a solution that best fits your organization. We take 15 to 20 clients live per year on core HR, and most recently, on Talent as a combined and highly functional HCM solution, and that number is growing. The buzz about Talent continues to grow; you will see the Talent platform evolve with additional features and functionality. As with most Microsoft business applications, Partners play a strategic role in tailoring them to your unique environments. Look for HR industry-specific Partners to provide expertise and unique apps to get the most out of your Microsoft Dynamics HRIS/HCM systems. You can see the latest certified apps in AppSource from the leading HR Partners in the space. D365UG/AXUG GDPR information from Microsoft: www.microsoft.com/en-us/TrustCenter/Privacy/gdpr Blase Casillas is managing director at FourVision HR Plus and can be reached at Blase.casillas@fourvision.com.

100% success track record Up to 70% cost savings on Dynamics 365 upgrades or implementations

As an AX user, you know about all of the exciting features of Dynamics 365. Navigating upgrades, migrations, integrations, or license renewals can be challenging. Ensure your success, work with a partner like Indusa, that has a proven track record and a blended delivery model to generate time and cost savings. Indusa is a Microsoft Gold Partner recognized for:

Implementation Best Practices

Adaptability and Flexibility

Resource Expertise

Capabilities and Competencies

Complete Suite of Support Services

“Indusa was able to understand our processes, deploy great people who really care, and implement successful projects. It was all laid out in advance and it went to script – perfectly.” Alan Dattel, VP IT, Alliance for Audited Media, D365 user

Talk to our knowledgeable D365 team today:

630.424.1800 38 | D365UG/AXUG Magazine

www.indusa.com

hello@indusa.com

Blazing the Microsoft Dynamics AX Trail for Women KELLY KANE

When did you become an MVP? I was awarded the Microsoft MVP award in March 2017.

MVPs used to be awarded quarterly, so there was a long wait between nomination and being named if the Microsoft award committee felt an individual met the criteria. The award is now given on the first of each month, which has expedited the process quite a bit.

What does being an MVP mean to you? Being a Microsoft MVP as a woman in technology is very meaningful to me. I feel like a trailblazer and positive example for women who work in tech. I am the first female Microsoft Dynamics AX MVP that has been awarded in at least 10 years. The first female Microsoft Dynamics AX MVP—and first Microsoft Dynamics AX MVP ever—was Debbie Altham in 2005. That’s a huge accomplishment, and I would love to see more women follow our paths and become MVPs! I am also unique as I work for a Customer. Most MVPs work for Partners or are independent consultants. This gives me a unique perspective and allows me to offer different types of feedback as a direct reflection of my end User experience.

If you are interested in becoming a Microsoft MVP and want additional information, feel free to reach out to Kelly at Kkane@algoodfood.com or check out the MVP website at https://mvp.microsoft.com.

What are your goals/objectives as an MVP? One goal is to see more MVPs in the Microsoft Dynamics AX/D365 for Finance and Operations award category, or what is referred to as the “ERP side” of Dynamics 365. I recently attended the MVP Summit at the Microsoft Redmond campus. There was a joint session for Dynamics 365, with both ERP- and sales-focused individuals, but when someone asked the ERP group to raise their hands, only a small portion of a very large, full room raised their hands. Having more people in this group would provide a broader perspective and enable Microsoft to really hear people’s issues and make meaningful changes that will impact the entire community. Another goal I have is to continue advocating for a simple, clear upgrade path for current 2009 and 2012 Users. There have been many bumps in the road with this, and I would like to see smoother transitions to D365 for the current Microsoft Dynamics AX User base.

What is the process for becoming an MVP?

There is no real concrete process or secret formula for becoming a Microsoft MVP. However, the first step is to be recognized as a leader within your respective community and to get nominated! You can self-nominate or be nominated by someone else. From there, you will add any and all relevant category contributions to your temporary profile on the MVP site. Only you and Microsoft will be able to see this information at this stage in the process, and it is important to include any type of contributions you have made over the prior year. Contributions can be as simple as answering questions in the open forum on the AXUG® website to as complex as recording a monthly podcast. There are plenty of other ways to get community contributions as well such as blogging, speaking at events, hosting a webinar, serving as a chapter leader, or helping organize an event. Volunteering in the community is a huge benefit for Users, and of course, is seen as a great way to add contributions to an MVP profile! The process of sharing information benefits everyone, and the more people we have participating in knowledge sharing, the more knowledgeable we will be as a whole. Once your MVP profile contributions have been approved, you will receive an email regarding your award status on the first day of the month you are awarded, and your MVP profile on the MVP site will be made public. This can feel like a long process; however, once you do receive that letter, a whole new world of opportunities will open for you. H1 2018 | 39

Partner Showcase

COMPANY Cincom

INTERVIEWEE Lori Gelter Director, Client and Partner Relationships North America

WEBSITE www.cincom.com

HEADQUARTERS Cincinnati, Ohio

YEAR FOUNDED 1968

PRODUCTS SUPPORTED Microsoft Dynamics 365 Sales or Operations, Microsoft Dynamics CRM, and Microsoft Dynamics AX

DID YOU KNOW? Cincom got its name by combining the words Cincinnati (home of their headquarters) and computer.

40 | D365UG/AXUG Magazine D365UG/AXUG®: On what main objective was Cincom founded? Lori Gelter (LG): Cincom has been a pioneer and proven leader in the software industry for nearly 50 years. Cincom was founded in 1968 with the primary focus of database management systems. As technology has evolved, so has Cincom and the products that it offers. Currently, our main focus is on technology that helps businesses improve revenue and profitability by enhancing their Customer experience. And our configure-price-quote (CPQ) solution is leading the way for us in that regard.

D365UG/AXUG: Tell us a little more about your CPQ solution. LG: Cincom CPQ is best-suited for manufacturers that sell complex, customizable products. Specifically, industrial equipment, specialty vehicle, medical device, HVAC, and high-tech equipment manufacturers are where we see Customers getting the most value from our solution.

D365UG/AXUG: What pain point does CPQ solve for them? LG: CPQ simplifies the buying and selling process for manufacturers while providing a robust User experience. It helps Users who need to deliver complex quotes quickly. With Cincom CPQ’s User-friendly quoting, configurator Users can experience faster time to value through: Simplified sales processes that are repeatable across all sales channels, faster sales onboarding, and faster time-to-market for new products.

D365UG/AXUG: And what benefits do your clients see as a result? LG: We help our Customers to configure, price, and quote easily and quickly, even with highly complex products, pricing, and selling channels. By reducing time-to-quote, accelerating order processing and approvals, and simplifying buying processes across channels, we’re able to help our Customers win more business, operate more efficiently, and deliver as promised.

D365UG/AXUG: What do you feel sets you apart from other Partners? LG: Our niche in manufacturing and the expertise we have there really set us apart. The CPQ solution has a robust rules engine so Users can drag and drop features and functionality they need. They don’t have to be a programmer to set up rules that help guide their selling process. We also take pride in the support we offer to our Customers, making sure we’re listening closely to our Customers’ needs and providing value across the U.S. and globally.

D365UG/AXUG: Speaking of globally, how is General Data Protection Regulation (GDPR) affecting your organization or your clients around the world and especially in Europe? LG: Even though GDPR does not become effective until May 25, 2018, all companies that do business in the EU are feeling the impact now. Taking steps to properly protect personal data, whether it be related to GDPR in Europe or HIIPA in the U.S., is the new normal for all companies that do business in this highly connected digital world. Cincom is already taking steps to ensure compliance with GDPR. Our Customers and prospective Customers should feel their data is safe and will be used appropriately, and this will help to give them further peace of mind.

D365UG/AXUG: What should Users expect to see from Cincom in 2018?

“Previously it took 30 to 90 minutes to create quotes. With Cincom CPQ, we can do it in less than five.” – Sara Ingham-Straw, Director of Sales Operations and Customer Service, Helmer Scientific

LG: New product development is a big focus here, especially around the ease of use of Cincom CPQ. It’s at the top of our list this year. Our goal is to help our Customers deliver an even better buyer experience by streamlining current features and functionalities and adding new ones where our Customers benefit most. Some of the key areas of focus will be an enhanced User experience and more in-depth BI reporting capabilities to help sales professionals understand their data better, price more effectively, and deliver a better Customer experience.

D365UG/AXUG: What do you love most about the D365UG/ AXUG community? LG: The community is a great place to find solutions to business problems that you need to solve. The peer exchange is fabulous, and it helps Users, Partners, and ISVs be more effective in their jobs. Cincom has been a premier sponsor at CRMUG Summit since its inception. We also get involved by attending local User groups, and we have individuals who are chairs on some of the special interest D365UG/AXUG group committees.

GMP

COMPLIANCE FOR DYNAMICS 365

PHARMACEUTICAL MEDICAL CANNABIS MEDICAL DEVICES FOOD & BEVERAGE NUTRACEUTICAL

SERVICES: CLOUD I ERP I CRM I POWERBI I LIFE SCIENCES SOLUTIONS REGULATORY & QUALITY I COMPUTER SYSTEM VALIDATION (CSV) CONTACT AXSOURCE TODAY 844-901-1200 I

axsource.com

H1 2018 | 41

What’s New on the D365UG/AXUG Website Chapter Meeting Presenters’ Spotlight

uthor Jane Howard said, “Call it a clan, call it a network, call it a tribe, call it a family. Whatever you call it, whoever you are, you need one.” We call it a User group. D365UG/AXUG® exists to connect the global community of Microsoft Dynamics 365 and AX Users, empowering you to help one another overcome challenges, brainstorm better processes, and work smarter. At a local level, D365UG/AXUG chapters around the world help facilitate these same connections with Microsoft Dynamics 365 and AX folks who live and work in your neighborhood. Chapter participants engage in a virtual setting through dedicated online communities as well as in person at regularly scheduled meetings. In 2017, D365UG/AXUG’s 50+ chapters held about 125 local meetings with more than 2,400 attendees. Chapter meetings are community-led—your local leaders source content and speakers from within the local community, and presentations are largely a series of real-life case studies of how other

Users are finding success using the product. The presenters are not professionally trained speakers; they’re simply awesome Microsoft Dynamics 365 and AX community Members who are willing to share their experiences to help others.

New! We’re proud to now showcase these incredible volunteer presenters along with each chapter meeting on the D365UG/AXUG website. Now, when you’re checking out a chapter meeting’s details, you can easily spot and learn more about the folks who will be sharing their Microsoft Dynamics 365 or AX story. Connect with them, learn a bit about them, and plan to meet them face to face at the meeting!

Get Involved Participation in local chapters is included in your D365UG/ AXUG membership, and it’s easy to get involved. Simply visit axug. com/chapters to find and join your local online community. This is where you’ll discover other Microsoft Dynamics 365 and AX gurus who live and work near you and where you’ll be alerted about local meetings.

Share Your Story If you’re looking to get more involved in your local group, I encourage you to consider sharing your experience by speaking at an upcoming chapter meeting. It doesn’t matter if you’ve been using Microsoft Dynamics 365 or AX for six months or 10 years—you no doubt have experiences and knowledge that will help others. If you’re interested in getting move involved with your chapter and/or speaking, reach out to your local leader or simply email Chapters@axug.com.

Put Your Best Foot Forward If you’re a current chapter meeting presenter or even considering it, visit your D365UG/AXUG profile (axug.com/profile) to ensure you’ve updated your profile photo, contact details, and bio. This information will be included when you’re showcased as a chapter event presenter. D365UG/AXUG 42 | D365UG/AXUG Magazine

wordfind Below are 18 words and phrases that relate to the topics and theme in this issue of AXUGÂ®

Magazine. These words can be found in the grid horizontally, vertically, diagonally, backward, and forward. Submit your completed Word Find for a chance to win a gift certificate; simply scan and email your entry to Wordfind@axug.com.

A F J B

R D

L P A

M G Q E X H H W A

S D G E D A R G P U

U U

P E Y

X N D X Y

L Y

N P R

Y D A N P

B W V P T R S N

A V F

K N A

P O

M O K U E I

V X F

R C J R O O B W F

D C S R E

E D G N

A C D H

J P P

U T

Y L P

C Y M H

Z S T

V M O P

J N E

S D

O U S E N H X O U Z C R C Q A N G V

K C A

K H A C V V

Z H K C P N

B G O U K N T

U A O H V R D D M C B H

C Q N T G B

A W A

D K N

I A C

T I

C D P R E N M A

C L X

K H T

E M J H

H A O L E F F J H V

O H

Y Q B K R W F Q D O H

C H P E B P M B O R N Y K I

R R F M E C S N L S O

P V M

G J S

N M X

I N

X W P U C

S G

G M Z

F M S

P D E

D O T Q T Q B

C D J T N E

Y N V

X Y R

O N W O R K

S H O P S O

C A

S N U

B B C T M Q

G R A T

Q R U U W Z

B N O

I X H B O M P

B N N F C F Z

O C U S W G U C G X N M C

X O P T T V G K

Y Y I

S G K

M V D G W Q G P E C J

L N N G O Z D E

T N E M E

F N L

G Y R O R K

L L E

L O

P Q Q L Z D H H G G A

C L J

P B Y

D U U D O J

O P

E R A T

O N S D X R Q Q X M H V

F J R H P

P M I S

Y T N V M N

Q P

Q M F T

C Y D T B Q T

DYNAMICS ERP FOCUS IMPLEMENTATION MICROSOFT EDGE MIGRATION WORKSHOPS

L M L A

M U M H X H B B C E

CLOUD DUBLIN

ACADEMY

MVP ONPREMISE OPERATIONS PARTNER EXCHANGE PROJECT ACCOUNTING SECURE CHANGE

I O

E Q D Q B G

H N K H N W R U A

SUMMIT EMEA UPGRADE WEBINAR

H1 2018 | 43

feature

IN PUBLIC SECTOR

44 | D365UG/AXUG Magazine

story by Dawn Johnson, City of Redmond, D365UG/AXUG® User Member

he City of Redmond, Washington started its Microsoft Dynamics AX journey in 2009 in response to an invitation from Microsoft to become a Technology Adoption Partner. We teamed with them to address functionality gaps in Microsoft Dynamics AX which precluded widespread use of the product in the public sector. The city became a model for functionality and a launch Partner who would showcase Microsoft Dynamics AX 2012 as a successful public sector ERP solution. With our move to production on July 5, 2011, we became the first public sector Microsoft Dynamics AX deployment in addition to the first client in general to deploy the soon-to-be-released 2012 product upgrade. That pioneering approach is not typical of local government. Usually our search for large software systems starts with a bureaucratic selection process that requires at least three referenceable clients who have gone before us and have been using the software for a long period of time. Government tends to be risk-averse, especially when it comes to implementing new technology. Our experience is that being a frontrunner in the adoption of new technologies comes with an added layer of challenges, but in the end, it is very rewarding. This is particularly the case with Dynamics as we see the direction Microsoft is taking with the D365 product suite. And the City of Redmond is at it again. As we continue to update and increase our utilization of functionality in our Microsoft Dynamics AX 2012 environment, we do it with the understanding that a full transition to D365 is the target. We’ve begun working toward that goal by considering how we can better leverage the product’s inherent functionality and move away from complex configuration decisions and unnecessary customizations. At the same time, we’re identifying creative opportunities to take advantage of the D365 platform and bring the richness of its UI to our end Users even before we complete a full transition of our current 2012 environment. One of the ways we’ve done this is with the deployment of the D365 Budget Planning module in February of this year. While the remainder of our finance and operations functionality remains in Microsoft Dynamics AX 2012, when it came time to retire the City’s legacy budget planning tool, we took advantage of the ability to implement the Budget Planning module as a stand-alone D365 component, creating a hybrid environment between AX 2012 on-premises and D365 Budget Planning in Azure. The robust Data Import and Export Framework (DIXF) in D365 provides the level of integration necessary for sharing data between those environments. Notable improvements to the budget planning functionality between AX 2012 and D365, coupled with the feature rich UI of D365, made our choice to begin an early transition an easy one. It doesn’t take much time working in D365 before being in AX 2012 feels like a bit of a setback. The improvements in the UI make the product easier to use and support increasingly efficient business operations. Improved search and filter capabilities, faster and more efficient navigation, recent places links, personalized workspaces, improved task recorder functionality, and one-click feedback to Microsoft are just a few of the UI improvements that make us want to shorten the schedule for a complete transition to the new product. The easy access to integrated Office products along with the data import and export framework allows us to export, modify, and import data, and assists us in analyzing and affecting large sets of data effectively and efficiently. H1 2018 | 45

The hybrid model requires that a large amount of data consumed by the budget planning process is converted from AX 2012 to D365. Using DIXF, our chart of accounts, advanced rules, projects, and employee data are brought across to D365. The inability to integrate employee data from a third-party HR system was one of the hurdles that stopped us from deploying the Budget Planning module in AX 2012, so this was a big win. Another piece of functionality lacking in AX 2012 that prevented us from deploying budget planning was the ability to publish a complex formal budget document. While this functionality is still not as straightforward as we would like it to be, Microsoft and Tyler Technologies are continuing work toward a budget narrative text editor solution that can be neatly pulled into a published budget report. This functionality is paramount to our successful use of the product. The feedback we received from other Users as we showcased our budget planning deployment at Summit last year echoed this, and Microsoft was listening, so our confidence in a solution is high. Although one of the most significant changes for the City with the deployment of D365 is the move to the cloud, we certainly aren’t new to the cloud computing concept. While we’ve not used hosted cloud technology for major applications until more recently, our technology environment has been completely virtualized in a hyper converged, virtual server platform for quite some time. The “cloud” itself isn’t really a deterrent for this change. We’ve become comfortable with cloud-based computing through studying the experiences of others, learning from our own experiences, and working to clarify and mitigate risks through the service levels and protocols documented in our service agreements. Moving to the hosted D365 environment brings with it a whole new way of interacting with our systems as well as our implementers. Microsoft’s Life Cycle Services (LCS) collaboration portal provides the framework for a guided implementation process. While this tool was somewhat of an optional component of the AX 2012 environment, its use is required in the deployment and management of D365. Through our FastTrack engagement, Microsoft technical resources were available to help walk us through a guided implementation plan in LCS. They supported us in workshops and ensured the necessary steps were taken to bring our deployment configuration into the production environment. The LCS portal provides us with a location to document and manage our system’s configuration, track changes, provide an audit trail, and communicate with Microsoft for support needs. This has been an opportunity for us to put an increased level of structure around the management of our Microsoft Dynamics environments by enforcing standard protocols for working with them. As a new tool, our use of it continues to improve and evolve over time. We’re working to get multiple staff familiar with LCS so that our in-house knowledge is deeper. In addition, the benefits of the repeatable processes that are made possible through LCS create efficiencies in the support of our Microsoft Dynamics environment. We like what we see in LCS and suggest that familiarity with it prior to a transition to D365 is beneficial. And in the end, it’s just another rollout of a critical business system that comes with great challenge and great reward. What made the most significant difference with this deployment was not the business solution itself, but instead the User adoption of the business solution even before knowing to what degree it would accommodate our budget planning requirements. To avoid some of the tough User buy-in issues experienced with other software implementation efforts, the city put a change management strategy in place which tasks core business owners with the responsibility of championing the solution throughout the organization with the belief that User adoption, regardless of the implementation outcome, will mirror the attitude of the team who is implementing it. We’ve found this to be true as we continue to socialize a positive message and roll the product out to the remaining end Users. What’s next on our horizon? We’re considering a deployment of the point of sale functionality in D365, maybe Talent, and we know we have a lot of work ahead of us in preparation for a complete transition of all modules to D365 by early 2020. Above all of that, we’ll continue to proactively respond to the subtle shifts in product direction and stay open as opportunities to improve upon our Microsoft Dynamics deployment present themselves. D365UG/AXUG Dawn Johnson is a 2017 All-Star and senior business systems analyst at the City of Redmond. She can be reached at Dmjohnson@redmond.gov.

46 | D365UG/AXUG Magazine

L VO UN

Andrew Lencsak | Senior Consultant | eBECS

TE ER

ER RN CO

Who do you follow on social media right now and why? Satya Nadella, for obvious reasons. He just gives off this reassuring tone as a leader. Plus, keeping up to speed with Microsoft’s vision when you work for a Partner of theirs is hugely important to my career. Richard Branson, as well. The guy looks like he is always having the time of his life, and he’s doing what he loves and making a difference in the world.

What is on your desk? Coffee, always. Some notebooks, my cell phone, and currently an eBECS fidget spinner. What are your goals for 2018? We have a lot of big projects this year, and ultimately, I want to make sure they are successful and we go live without any major issues. Also, I’m a new father, so my big goal for 2018 is to be the best father and husband possible for my family. What do you do when you’re not at work? Cook, go running with my dog, and work on my dad jokes.

What is your favorite volunteer activity in the AXUG® community and why? Summit, for sure. You meet so many amazing people, get great networking opportunities, and have the chance to share your knowledge and passion for what you do. Presenting to more than 100 people in some of those sessions can be a great rush. The nightly post-conference activities aren’t so bad either!

N U L

E TE

R E N R CO

What is the best advice you’ve ever received? Don’t do things just to do them. Find ways to improve what you’re doing and make sure you have fun doing it.

H1 2018 | 47

feature

48 | D365UG/AXUG Magazine

An On

-premi

What DynamYou Need to Operat ics 365 for Know Abou Financ ions t e and

Perspective:

ses

story by Brent Dawson, Edmonton Airports, AXUG® User Member

f you’ve ever worked in an organization that has an ERP system implemented, there are generally two things that will keep you up at night. First: I hope the infrastructure I’ve built the system on is stable, and second: How am I going to keep it current? The first question is easy to answer: Get your credit card out and buy top-line equipment. The second one is not always so easy. And Microsoft has given Microsoft Dynamics AX Users a third thing to worry about: Do I stay with Microsoft Dynamics AX 2012 R2/R3 path or upgrade to Microsoft Dynamics 365 for Finance and Operations. I can’t tell you how many nights of sleep I’ve lost over this question. When Microsoft released Dynamics 365 as “AX 7”, I was lucky enough to get a first glance at the new and improved flagship ERP solution. It was still rough around the edges, but even at that point you could see Microsoft had put a great deal of thought as well as client recommendations into this new version. By making it a cloud offering by the Azure cloud space, Microsoft was looking to the future to bring in existing Customers and entice a bunch of new ones. I’ve been a Microsoft Certified Trainer for 20 years. I’m also a solutions architect with several years of experience with the Microsoft Dynamics AX products. I was given an opportunity by Microsoft Canada to create a one-day, all-you-can-find-out event about Microsoft Dynamics AX 7. It ran in several Canadian cities, and I believe it was well-received (if the course evaluations are any indication). I met probably 100 people from all sorts of organizations, and at just about every session, the first question I was asked was, “When is Microsoft going to release an on-premises version of D365?” The only response I could provide was, “I promise it’s coming!” Luckily, last September, Microsoft didn’t make a liar out of me. With the September 2017 update of Microsoft Lifecycle Services (LCS), the on-premises installation of D365 became available. In the remainder of this article, I’ll discuss two areas that you should know before you take the leap into your upgrade/migration to D365 on-premises: Storage and sizing.

A Bit of Background on the Platform As you probably already know, D365 is based on Microsoft Dynamics AX 2012 R3 CU9. You probably also know that Microsoft has made major changes to the User interface (web-based versus desktop client), and that they have changed some major features to allow for it to function well in the Azure service bus. While those are important items to discuss, it is not really necessary to talk about them here. What I want to explain is the best way to make D365 on-premises work in your organization.

Storage Have you ever worked in an organization that had a slow and aging storage area network (SAN)? If so, you know how painful it can be to use older technologies. As storage will be your single biggest pain point for your on-premises installation, I highly recommend using solid state storage. The current installation that I manage at Edmonton International Airport had to have a SAN upgrade to keep up with the storage requirements. Its databases were originally installed to a traditional platter drive-based system, which supported a low amount of input/output operations per second (IOPS). After the system was in place, we noticed it started to get slower and slower. After looking at the total number of IOPS that Microsoft Dynamics AX was using via SQL, we noticed that it was well over 10,000 IOPS. We decided to implement a solid state, drive-based SAN that had the ability to take 15,000 IOPS. Believe me when I tell you it was like night and day. D365 is also a high-usage system, specifically on the SQL Server instances. When implementing your storage, you should keep the following in mind: »» For AOS installations – The on-premises installation will require the use of Server Message Block 3.0 shares to store all unstructured data. »» SQL IOPS – At a minimum, storage for your SQL Server should have at least 2,000 IOPS. In your production environment, IOPS can be hard to calculate. I’ll tackle that subject in the next section. »» VM IOPS – We also need to include the total available IOPS for each VM. For your installation, you should have a minimum of 100 IOPS per VM.

Sizing The next area that will give you lots to think about is how to size your deployment. This might scare you a little, but there is no absolute, foolproof way to get your sizing right…at the H1 2018 | 49

beginning. If you’re already using Microsoft Dynamics AX 2012, then you will have a good idea of the number and type of transactions that occur daily. The six things that will impact your sizing are: »» The types of transactions: These generally have peaks and valleys, so understanding when and type of transactions is important. »» Concurrent Users: Knowing the total number of current Users is also vital. This one item can make or break the performance of your implementation. A concurrent User can be best described as someone who is logged on, working in the system, and most importantly, not in an idle session. »» Data composition: The complexity of your data has an impact on your infrastructure. As an example, if you are using a large amount of BOM data with many different levels, those transactions will have a greater system impact than someone who is filling out a purchase requisition. »» Extensions: Or better put “CUSTOMIZATION”. Customization can be the downfall of your deployment. Try as much as possible to keep customizations to a minimum, but if you must have them, the less complex, the better. »» Reporting: Every organization’s biggest stumbling block. Reporting always seems to hit the back burner until someone needs the reports. Reports that generate a large amount of data can be a drag on your implementation. Try to keep reports small, or if it will generate large data sets, run at a minimum. »» Third-party solutions: Too many can slow the system down. Generally, in terms of sizing, your compute tiers should scale out to be N + 1. If you decide that you want four AOS servers, add in a fifth. And most important, on the SQL Server side, you will need to set up an always-on high availability cluster for constant data access. That’s it for now. These were just two of the many items that you need to keep in mind during your planning, but hopefully these will give you a good start to your on-premises deployment. D365UG/AXUG Brent Dawson is a senior application analyst at Edmonton Airports and can be reached at Bdawson@flyeia.com.

Microsoft Fargo Executive Briefing Center

Unlock a world of insight Contact Scott Steinmetz, EBC Manager at scotstei@microsoft.com to schedule your visit! 50 | D365UG/AXUG Magazine

NAME THAT PHOTO

CONTEST

The Gaylord Opryland Resort in Nashville for D365UG/AXUG Summit 2017 was quite the venue! Is that what this crew is so happy about? The scenic walk? Email a fun caption to Captioncontest@axug.com to win a gift certificate and get printed in the magazineâ&#x20AC;&#x2122;s next issue! H1 2018 | 51

logo. Can

will highlight

you find it?

issue of the magazine.

Let’s play! Hidden somewhere between the

covers of this magazine is our D365UG/AXUG

While our logo shows up throughout the

magazine in conventional spots, it’s hidden

D 36 5U D 36 D3 G/ 5U 65 AX D 36 D3 G/ UG UG 5U 65 AX /A D 36 D3 G/ UG UG XU 36 5U 65 AX /A D G 5U D 36 D3 G/ UG UG XU 36 D3 G 5U 65 AX /A D G 5U 65 /A D 36 D3 G/ UG UG XU 36 D3 G UG XU 5U 65 AX /A D G 5U 65 /A /A G D D 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 5U 65 A /A G 5U 65 /A /A G G 5U D 36 D3 G UG XU XU D36 D3 G UG XU XU D36 D3 G 5U 65 /A /A G G 5U 65 /A /A G G 5U 65 /A D 36 D3 G/ UG XU XU D36 D3 G UG XU XU D36 D3 G UG XU G 5U 65 AX /A G 5U 65 /A /A G G 5U 6 /A /A G D 36 D3 G/ UG UG XU D36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G 3 / /A / G G / / G XU AX D G D 5UG 65U AX /AX D G D 5UG 65U AX /AX D G D 5U 65U AX G UG 365 36 /A G/ UG UG 365 36 /A G/ UG UG 365 36 G/A G/ UG U 5 X A U 5 A A U D 36 D3 G/ UG UG XU D36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G 3 / /A / G G / / G A 5 A XU AX D G D UG 65U X /AX D G D 5UG 65U X /AX D G D 5U 65U AX G UG 365 36 /A G/ UG UG 365 36 /A G/ UG UG 365 36 G/A G/ UG U 5 X A U 5 A A U D 36 D3 G/ UG UG XU D36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G /A / G /A / G / 5 A 6 5 6 G G U 5 X /A G D G 5U 365 /AX XU AX D U U D UG 5U X AX D D D X G UG 365 36 /A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG U 5 X A U 5 A A U D 36 D3 G/ UG UG XU D36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G 3 / /A / G G / / G XU AX D G D 5UG 65U AX /AX D G D 5UG 65U AX /AX D G D 5U 65U AX G UG 365 36 /A G/ UG UG 365 36 /A G/ UG UG 365 36 G/A G/ UG U 5 X A U 5 A A U D 36 D3 G/ UG UG XU D36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G /A / G /A / G /A / G 5 6 5 6 G G G 5U 365 /AX XU AX D U D UG 5U X AX D D U 5U X AX D D G UG 365 36 /A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG U 5 X A U 5 A A U D 36 D3 G/ UG UG XU D36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G 3 / /A / G G / / G XU AX D G D 5UG 65U AX /AX D G D 5UG 65U AX /AX D G D 5U 65U AX G UG 365 36 /A G/ UG UG 365 36 /A G/ UG UG 365 36 G/A G/ UG A U 5 U A A U D 5 X D D X 36 D3 G/ UG UG XU 36 D3 G UG U XU 36 D3 G 5UG XU XU D36 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G 3 / /A / G G / / G XU AX D G D 5UG 65U AX /AX D G D 5UG 65U AX /AX D G D 5U 65U AX G UG 365 36 /A G/ UG UG 365 36 /A G/ UG UG 365 36 G/A G/ UG A U 5 U A A U D 5 X D D X 36 D3 G/ UG UG XU 36 D3 G UG U XU 36 D3 G 5UG XU XU D36 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G 3 / /A / G G / / G XU AX D G D 5UG 65U AX /AX D G D 5UG 65U AX /AX D G D 5U 65U G UG 365 36 /A G/ UG UG 365 36 /A G/ UG UG 365 36 G/ G/ A U 5 U A U D 5 X D D X 36 D3 G/ UG UG XU 36 D3 G UG U XU 36 D3 G 5UG 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 / / G UG U XU 36 D3 G UG U XU 36 D3 G UG /A / G G / / / XU AX D G D 5UG 65U AX /AX D G D 5UG 65U G UG 365 36 /A G/ UG UG 365 36 / G/ U 5 X A U 5 D 36 D3 G/ UG UG XU D36 D3 G UG 5U 65 AX /A D G 5U 65 / / G UG U XU 36 D3 G UG /A / G / / XU AX D G D 5UG 65U G UG 365 36 / G/ U 5 D 36 D3 G/ UG 5U 65 / G UG / / D

65 36 A G G U 65 36 A G G U 65 36 A G G U 65 36 /A G G U 65 36 /A DG G 5UU 6565 G / G / / G G / G / D UG 5UG XU AXU D36 D UG 5UG XU AXU D3 D UG 5UG XU AX D3 D UG 5U XU AX D3 D UG 5U XU 3A65X DD3 3 G/AD UU G G UU 6565 X36 5U 365 /AX /A G D G 5U 365 /AX /A G D G 65U 365 /AX /A G D UG 65U 365 /AX G/A G D UG 65U 365 /A D G U / G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G UG XU 3A6X5 UDD3636 G/AD UGG U5 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 365 /AX D3/A GDD UGG 5U5U X3U65 /A/AXX U U X 3 D G U U X 3 D G U U X 3 D G U U X 3 D G U U 6X5 33 /AD GG GU AX G/A G D UG 65U 365 /AX G/A G D UG 65U 365 /AX G/A G D UG 65U 365 /A G/A G UG 65U 365 /A G D/A GD UUGG 656U 5U X36U5 /A/AXX DG3/A X D D 3 X U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U 6X5 U 3366 /AD GG/ GUG UUG 6 /A G D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /AX D/3A GDD UGG 55UU X36U5 A/AXX D3/A GD XU 36 D G UG U XU 36 D G UG U XU 36 D G UG U XU 36 D G U U 6X5 336 /D AX3 GG/A/ GUDG UUGG 65XUU 3 G 3 3 U 3 3 6 G G / / G / G / U 5 D A A A 5 5 5 A G 5UU 6U5 AXX 3/A DD GG D G D UG 65U XU /AX D G D UG 65U XU /AX D G D UG 65U X /AX D G D 5U 65U X /3A6X DD3 G /DA GG/ GUG UUG 65XU 3636 / G U 36 3 / G G U 36 3 / G G U 36 3 U 3 3 5U 6 G G U 6 3 6 G / / G U 5 D 5UU 3X6U5 A/AXX D3/A GDD UGG 5U5U G 5U 65 AX /A D G 5U 65 AX /A D G 5U 65 AX /A D G 5U 65 AX /3A DD G G D G UG U XU 3 D G UG U XU 3 D G UG U X 3 D G U U 6X5 336 /DA GG/ GU UUG 65X 363 /AD UG 655U 3X6 A/AX G D/ GD UUG 56U5 X36 5U 365 /AX /A G D G 65U 365 /AX /A G D G 65U 365 /AX /A G D UG 65U 365 /AX G/A G D U G U G U 3 U 5 X G G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 /DA3 G/ GUG UUG A6X5 D3636 /AD UGG/ 5 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U X6U5 A/AXX D/3A GDD UG 5U 5U X3U65 A/AX U U X 3 D G U U X 3 D G U U X 3 D G U U X 3 D G GU UUG 6X5 336 /AD GG/ GU D/ GD UG 655U X36U A/AX DG/ AX G/A G D UG 65U 365 /AX G/A G D UG 65U 365 /AX G/A G D UG 65U 365 /A G/A G D UG 65U 365 /A G 3A UG 5GU XU 3A6 X X U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U 6X5 U D3366 /D G/ UG A /A G D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 55UU X36U5 A/AXX DG3/A GD XU 36 D G UG U XU 36 D G UG U XU 36 D G UG U XU 36 D G UG U XU 3 /D AX3 GG/A/ GUDG UUGG 65XUU 3 6 3 3 3 3 G G / G / / G / A A A A D G D 5UG 65U XU /AX D G D 5UG 65U X /AX D G D 5UG 65U X /AX D G D 5U 65U X /AX D G D 5U 6U5GU AXXU 3/A6X DD3 GG/ G G 36 3 G G U G U U 36 G U U 36 U 3 G UG 5 63 G 5U 365 /AX /A G D G 5U 365 /AX /A G D G 5U 365 /AX /A G D G 65U 365 /AX /A G D UG 65U 365 /AX D3/A GDD UUGG 56U5 D G UG U XU 3 D G UG U X 3 D G UG U X 3 D G U U X 3 D G U U 65X 363 /AD 5U 365 /AX /A G D G 65U 365 /AX /A G D UG 65U 365 /AX /A G D UG 65U 365 /AX G/A G D UG 65U 365 /AX G/A G D UUGG 56U5U X3U65 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 /AD3 GG/ 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U XU65 A/AX U U X D G U U X D G U U X D G U U X D G U U X D G GU /A G/ G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 /A DG/ U 5U X AX D U 5U X AX D U 5U X AX D U 5U X AX D U 5U X 36 XU AX D D D D D D G G G U G U U G U U 3 3 3 3 3 G U /A G D G 65U 365 /AX /A G D UG 65U 365 /AX G/A G D UG 65U 365 /AX G/A G D UG 65U 365 /AX G/A G D UG 65U 365 /AX G/A G U U U U X D G U D D D X D X X X X G UG 365 36 /A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG A U 5 U 5 A A U U A D A U 36 D3 G UG XU XU D36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5 D G U U X 3 D G U U X 3 D G U U X 3 D G U U X 3 D G U U X 3 D 5U 365 /AX G/A G D UG 65U 365 /AX G/A G D UG 65U 365 /AX G/A G D UG 65U 365 /AX G/A G D UG 65U 365 /A G/A G D UG 65U 365 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G UG U XU 36 D G UG XU XU 36 D G 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 365 /AX /A G D G 5U 365 /AX /A G D G 5U 365 /A U U X U U D G U U D G U D D X D X X X /A G/ G UG 365 36 /A G/ UG UG 365 36 /A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A G/ U 5U X A D U 5 X A D U 5 X A D U 5 X A D U 5 X XU AX D U 365 D36 G/A G UG XU 365 D36 G/A UG UG XU 365 D36 G/A UG UG XU 365 D36 G/A UG UG XU 365 D36 G/A UG UG G /A D G U 5 X /A D G U 5 X /A D G U 5 X /A D G U 5 X /A D G U 5 X /A U U D G U U X U U X D D D D X X X X G UG 365 36 /A G/ G UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG U 5 X A D A U 5 U 5 A D A U U A 36 D3 G/ UG UG XU 36 D3 G UG XU XU D36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 G 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5

find the

logo

feature

in only one place.

When you’ve found it, send an email to

Logocontest@axug.com with an

explanation of where and on what page it’s

at. We’ll choose a winner at random and

him/her in the next

44 | D365UG/AXUG Magazine

H1 2018 | 53

54 | D365UG/AXUG Magazine

COMI R E V

HURDLES

feature

in the Project Management and Accounting Module

story by Ludwig Reinhard, Sycor, AXUG® Partner Member

he Project Management and Accounting module (PMA) is a very powerful module that can be used for a wide range of business applications and scenarios. It supports all processes in a company’s supply chain, including starting with the purchase of products and services, the planning and scheduling of resources, and the production of goods until the sale of goods and services. The use of the PMA module is thereby not limited to companies operating in the production industry but is also often used in service industry companies. You do not need to be a project-driven company to benefit from the use of this module, and you can even use it for internal cost analyzing and tracking purposes only.

Hurdles The wide range and flexibility of the PMA module comes, however, at a price in the form of hurdles that you have to jump over before you can make use of it. HU

R DL E

The PMA module is primarily not a module for accountants Even though the PMA module contains the name “accounting”, the first hurdle that you have to get across is realizing that this module is not primarily a module for accountants but rather a module that supports operative supply chain related business processes.

Structures The PMA module relies heavily on structures that you define, e.g. for your main and subprojects and for arranging your work. Before you make use of the module, spend some time on defining those structures and take the following tips and tricks into account: »» Make use of templates for setting up your projects and your project work. »» Ensure that your project numbers do not overlap, especially when working with inter-company projects. »» Link your projects to a financial project dimension, as it alleviates the subsequent analysis of your projects. »» Be aware that the sub-projects inherit the financial dimension of your main projects. »» Be careful with extending the project number length and consider repercussions on your financial dimensions. »» Be aware that most project reports are built on project categories and cannot report on category groups. »» Try to include a Customer level into your project structure, as it eases reporting and tax setup.

R DL E

Be clear on what you want to get out of the PMA module You can find numerous reports and inquiry forms in the PMA module. Yet, when it comes to analyzing projects, you might notice that the standard reports do not exactly match your reporting requirements and need to be extended. To avoid such extensions, default “Practice Manager” Power BI reports have been made available that provide Users with flexible filtering and reporting functionalities within and across legal entities. Despite the fact that such reporting functionalities are available, carefully check them before you put the module into operation to ensure that they include all the data you need. HU

R DL E

H1 2018 | 55

R DL E

Get an accountant involved Albeit the module is not primarily a module for accountants, a lot of accounting-related setups have to be made. Among others, transaction types, category groups, categories, and project groups need to be set up that define the resulting accounting transactions. To get this right, get an accountant involved in the module setup process from the very beginning. Prevent rubbish To prevent the wrong Users posting the wrong categories on specific projects, make use of project validation functionalities. In addition, if you regularly record travel expenses for projects, make use of project expense policies and the expense policies that are available in the expense management module to avoid â&#x20AC;&#x153;rubbishâ&#x20AC;? being recorded on your projects. Finally, if you work with Dynamics 365 for Finance and Operations and record working times for your projects, make use of timesheet policies to ensure that Users enter their minimum or maximum working time. HU

R DL E

Project planning and budgeting The module ships with several different planning and budgeting forms. First, there is the work breakdown structure (WBS) form that allows very detailed planning of project tasks and nicely integrates with the resource scheduling functionality and Microsoft Project. A disadvantage of the WBS is that it does not prevent budget overruns and should thus be used in combination with the other budgeting forms. The second available project planning and budgeting forms are the various project forecast forms that allow planning and budgeting for hour, expense, item, fee, and on-account transactions. Using those forecast forms in combination with the forecast reduction functionality helps in preventing budget overruns. The forecast forms are, however, more complex in terms of usability, especially when it comes to tracking budget changes. For that reason, a third project budget form is available, which ships with a built-in workflow functionality that allows incorporating explicit approvals of project budget changes. As the forecast forms are integrated with the ledger budgeting module, you also can synchronize your project budgets with the ledger budgets if required. Most companies do not have to use all the different planning and budgeting forms at the same time. Before starting to make use of the project planning and budgeting functionality, carefully evaluate which of the different planning and budgeting forms you need to avoid unnecessary planning and controlling work. HU

R DL E

Conclusion If you carefully consider and evaluate the different hurdles that I mentioned, you will certainly make it to the finishing line and take advantage of the great functionalities that are available in the PMA module. D365UG/AXUG Ludwig Reinhard is an MVP and senior finance consultant at Sycor and can be reached at Lreinhard7@live.de.

56 | D365UG/AXUG Magazine

The List MOBILE Solutions at your fingertips

thelistmobile.com Search for the products and services you need with the Mobile version of The List!

Table of Contents Industry.......................Page 58 Horizontal....................Page 60 Services.......................Page 65

The List from Dynamic Communities 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.Olson@dynamiccommunities.com. NOTE: Dynamic Communities offers no expressed or implied warranty or guarantee for any of the products included in this directory. Support and quality assurance of these software products and services are solely the responsibility of each Microsoft Dynamics Partner. *Due to the nature of the “classified” format used for The List, Microsoft Dynamics brand guidelines may not have been followed. We encourage Partners NOT to follow the example we are setting!

Industry Aerospace Arbela Technologies 365

TrueCommerce 365

INDUSTRY

365F

Automotive

www.truecommerce.com â&#x20AC;˘ 888-430-4489 TrueCommerce Scalable & affordable EDI solutions for Microsoft Dynamics. A managed service approach, from one trusted source, helps lower your fulfillment & procurement costs & connects you to an expansive global trading network.

Cross Industry Solution

Sana Commerce 3650 365F

www.sana-commerce.com â&#x20AC;˘ 646-362-0432 Sana Commerce Through 100% seamless integration, our e-commerce solution leverages existing ERP business logic and data in powerful, user-friendly web stores.

Building Materials Arbela Technologies 365

365F Arbela Technologies 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 better serve shared services. Gain from our experience!

365F

Chemicals Horizons International 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.

Consumer Packaged Goods

365

3650 365F

www.datamasons.thelist â&#x20AC;˘ 866-575-1631 Vantage Point EDI for Dynamics EDI Made Simple for Dynamics: ERP integration without customization. DSI Global www.dsiglobal.com â&#x20AC;˘ 816-416-5000 DSI ScanWorkX for Dynamics AX The DSI ScanWorkX solution speeds the automation of data collection, including tracking, reporting and productivity functions. Mobile-first solutions to meet changing business needs and transform your supply chain.

KEY: 365 Dynamics 365

58 D365UG/AXUG Magazine

Journyx www.journyx.com â&#x20AC;˘ 800-755-9878 Journyx Inc. Time and expense tracking and resource management solution that enhances Microsoft Dynamics project accounting functionality with data validations, multi-approval levels, accrual calculations & more.

www.nodus.com/solutions/online-bill-pay/ 909-482-4701 ePay Advantage with PayFabric 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, and payment plan modules.

365

www.ariett.com â&#x20AC;˘ 781-826-1120 Purchasing, Accounts Payable Automation, Payment Processing, Contract Tracking and Expense Reporting for Dynamics GP Requisition, PO, Invoice, Payment, Contract Platform w/ NEW BI Dashboard

CALUMO, Inc. www.calumo.com â&#x20AC;˘ 214-387-6030 CALUMO - Reporting, Budgeting & Forecasting CALUMO is THE single tool for reporting, budgeting & forecasting all Accountants love. CALUMO combines web/mobile/ Excel/Word/PowerPoint to create & distribute ad-hoc analysis, reports, dashboards & planning templates

www.datahaven4dynamics.com â&#x20AC;˘ 757-222-2000 Datahaven for Dynamics Datahaven is the only scanning, OCR, and workflow solution natively embeddedâ&#x20AC;&#x201C;not simply integratedâ&#x20AC;&#x201C;throughout the Microsoft Dynamics user experience and available to non-Dynamics users from Microsoft Outlook.

Dynamics AX

Dynamics GP

Dynamics NAV

ASC Software www.ascsoftware.com â&#x20AC;˘ 937-429-1428 ASCTrac Award winning, scalable Warehouse Management Solutions (WMS) designed for Distribution, Manufacturing & 3PL operations of any type. Over 25 years of experience in the Food/Beverage industry.

Paramount WorkPlace www.ParamountWorkPlace.com 800-725-4408 Paramount WorkPlace AX, GP NAV, SL Mobile Apps Expense, Requisition, and Procurement with Mobile Apps, Mobile Entry & Approvals. Robust Capabilities, Intuitive Features, Seamless Out-Of-The-Box Integration with your ERP.

Equipment Rental and Leasing Crowe Horwath LLP 3650 www.crowehorwath.com/insights/asset/leaseaccounting-optimizer-microsoft-dynamics/ 800-599-2304 NEW: Crowe Lease Accounting Optimizer Combines lease accounting management with a financial impact calculator for compliance with the FASB ASC 842 and IASB IFRS 16 regulations.

SYCOR AMERICAS Inc. 365

Food and Beverage

Nodus Technologies, Inc.

Ariett, an AvidXchange company

Datahaven for Dynamics Data Masons Software

3650 Elevate HR, Inc. elevate-hr.com/ â&#x20AC;˘ 973-917-3230 elevateAD: Active Directory Integration (Azure & On-Prem) for Dynamics 365 & AX 2012 Auto create, sync, disable AD accounts for Employees, Vendors, Customers

3650

www.sycoramericas.com â&#x20AC;˘ 412-788-9494 Sycor.Rental Microsoft Dynamics 365 with fully embedded rental functionality. Sycor.Rental extends Microsoftâ&#x20AC;&#x2122;s flagship ERP solution with rental capabilities, giving you full control of your entire operation from one solution.

Horizons International 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. Sana Commerce 3650 365F

Franchises 3650 Eclipse Computing, Inc www.royaltiesandrights.com â&#x20AC;˘ 201-746-6255 Eclipse Franchise Based Accounting Provides full automation of Franchisee Income-royalties, ad-share-deferred & unlimited user defined categories. Options exist for automating data collection from individual sites & collection of cash via auto ACH

Government Contracting DATABASICS, Inc. www.data-basics.com â&#x20AC;˘ 800-599-0434 DATABASICS Time + Expense Easy-to-use time tracking & expense reporting software. Built-in business rules, mobile app, global localization. Microsoft partner since 2004.

Dynamics SL

Dynamics CRM

Online Trial Available

3650 Dynamics 365 for Finance and Operations, Enterprise Edition 365F Dynamics 365 for Finance and Operations, Business Edition

Mobile Enabled

Healthcare

Sana Commerce 3650 365F

365F AXSource www.axsource.com â&#x20AC;˘ 905-854-6059 Quality & Compliance for Dynamics ERP solution for cGMP compliance to meet FDA, Health Canada and EU requirements for manufacturers and distributors.

Sierra Workforce Solutions

Horizons International

www.sierraws.com â&#x20AC;˘ 800-822-0973 Sierra Workforce Solutions Dynamics ERP time & attendance solutions optimizing productivity and data integration for payroll, job costing & HR. Advanced scheduling and ACA reporting options. Biometric, badge, WEB, PC or mobile time clocks.

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.

Sierra Workforce Solutions Data Masons Software www.sierraws.com â&#x20AC;˘ 800-822-0973 Sierra Workforce Solutions Dynamics ERP time & attendance solutions optimizing productivity and data integration for payroll, job costing & HR. Advanced scheduling and ACA reporting options. Biometric, badge, WEB, PC or mobile time clocks.

High Tech and Electronics 365F Red Maple www.redmaple.com â&#x20AC;˘ 972-980-6963 Red Mapleâ&#x20AC;&#x2122;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.

Life Sciences

3650 365F

365

www.datamasons.thelist â&#x20AC;˘ 866-575-1631 Vantage Point EDI for Dynamics EDI Made Simple for Dynamics: ERP integration without customization.

StockIQ Technologies DocStar www.DocStar.com â&#x20AC;˘ 888-DOC-STAR DocStar ECM AP Automation The premier integrated AP automation solution provider. Cloud or on-premises. Mobile access. Intelligent data capture. Advanced workflow engine. DSI Global www.dsiglobal.com â&#x20AC;˘ 816-416-5000 DSI ScanWorkX for Dynamics AX The DSI ScanWorkX solution speeds the automation of data collection, including tracking, reporting and productivity functions. Mobile-first solutions to meet changing business needs and transform your supply chain.

www.stockiqtech.com â&#x20AC;˘ 720-420-7946 Intelligent Supply Chain Planning Inventory planning & analytics, forecasting, promotion planning & multi-site replenishment designed for Distribution, and Manufacturing. TrueCommerce 365 www.truecommerce.com â&#x20AC;˘ 888-430-4489 TrueCommerce Scalable & affordable EDI solutions for Microsoft Dynamics. A managed service approach, from one trusted source, helps lower your fulfillment & procurement costs & connects you to an expansive global trading network.

Media and Entertainment Merit Solutions, Inc. 365 3650

www.maxlifesoftware.com â&#x20AC;˘ 630-614-7133 MAXLife365 MAXLife365 is the leading digital platform for Biotech, Pharma, and Med Device companies that brings together traditional ERP, CRM, QMS, BI, and Document Management capabilities into one integrated solution.

Manufacturing

Arbela Technologies 365 365F

FASCOR www.fascor.com â&#x20AC;˘ 888-8FASCOR (888-832-7267) ext. 103 FASCOR WMS Scalable WMS Tier1 functionality for SMB market. Adv order mgmt., user configurable dashboards, integrated TMS, voice picking & more, deliver rapid ROI for Dist, Warehouse & Mfg operations. Serving MS Dyn for 17 yrs. ImageTag, Inc. www.kwiktag.com â&#x20AC;˘ 888-KWIK-TAG KwikTag KwikTag by ImageTag is ONE SYSTEM you need for document management and business process automation - without harming trees or your budget.

k-eCommerce 3650 365F

Dynamics AX

Dynamics GP

Dynamics NAV

3650 Eclipse Computing, Inc www.royaltyandrights.com 201-746-6255 ext. 201 Royalty and Rights Management System for Dynamics GP Fully automated end to end solution for managing intellectual property. Controls all phases of royalty accounting including Contracts, Accruals, Payments & Revenue Recognition.

Non-Profit Organizations

DATABASICS, Inc.

Pharmaceuticals ASC Software www.ascsoftware.com â&#x20AC;˘ 937-429-1428 ASCTrac Award winning, scalable Warehouse Management Solutions (WMS) designed for Distribution, Manufacturing & 3PL operations of any type. Over 25 years of experience in the Pharmaceutical & Medical industries.

Dynamics CRM

365 3650

Professional Services ImageTag, Inc. www.kwiktag.com â&#x20AC;˘ 888-KWIK-TAG KwikPayables KwikPayables automates the process of invoice transactions being captured, coded, routed, approved, stored and audited.

Publishing 3650 Eclipse Computing, Inc www.royaltyandrights.com 201-746-6255 ext. 201 Royalty and Rights Management System for Dynamics GP Fully automated end to end solution for managing intellectual property. Controls all phases of royalty accounting including Contracts, Accruals, Payments & Revenue Recognition.

Retail

www.data-basics.com â&#x20AC;˘ 800-599-0434 DATABASICS Time + Expense Easy-to-use time tracking & expense reporting software. Built-in business rules, mobile app, global localization. Microsoft partner since 2004.

Dynamics SL

Merit Solutions, Inc.

3650 ChargeLogic www.chargelogic.com â&#x20AC;˘ 877-292-2520 ChargeLogic Retail Retail point of sale integrated with NAV. Chip & PIN ready. US & Canada.

Crowe Horwath LLP 3650 www.crowehorwath.com/insights/asset/leaseaccounting-optimizer-microsoft-dynamics/ 800-599-2304 NEW: Crowe Lease Accounting Optimizer Combines lease accounting management with a financial impact calculator for compliance with the FASB ASC 842 and IASB IFRS 16 regulations.

Online Trial Available

3650 Dynamics 365 for Finance and Operations, Enterprise Edition 365F Dynamics 365 for Finance and Operations, Business Edition

Mobile Enabled

H1 2018 | 59

INDUSTRY

ImageTag, Inc. www.kwiktag.com â&#x20AC;˘ 888-KWIK-TAG KwikExpense KwikExpense automates and accelerates expense reporting, receipt capture and the report approval process, while making credit card reconciliation a breeze!

Wholesale Trade: Durable Goods

Software Manufacturers k-eCommerce 3650 365F

www.k-eCommerce.com â&#x20AC;˘ 855-532-6663 k-eCommerce An innovative eCommerce solution fully integrated to your ERP, offering an omnichannel platform for B2B and B2C online stores deployed in our PCI-DSS 3.2 Level 1 certified cloud environment. 365F Red Maple www.redmaple.com â&#x20AC;˘ 972-980-6963 Red Mapleâ&#x20AC;&#x2122;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.

HORIZONTAL

365F Red Maple www.redmaple.com â&#x20AC;˘ 972-980-6963 Red Mapleâ&#x20AC;&#x2122;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.

365F Red Maple www.redmaple.com â&#x20AC;˘ 972-980-6963 Red Mapleâ&#x20AC;&#x2122;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.

Transportation / TMS

k-eCommerce 3650 365F

Next Generation Logistics, Inc. www.DynamicsTMS.com 847-963-0007 ext. 136 DynamicsTMS(R) Transportation Management System LTL, FTL, Multi-Stop Routing. Rate Shop, Tariff Mgmt, Load Tendering, Posting, and Bidding. Track and Trace, Freight Audit, and Reporting.

Warehouse Management

ASC Software www.ascsoftware.com â&#x20AC;˘ 937-429-1428 ASCTrac Award winning, scalable & highly configurable WMS designed for Distribution, Manufacturing & 3PL operations of any type. Over 25 years of experience in advanced distribution solutions.

Tasklet Factory www.taskletfactory.com â&#x20AC;˘ +45 72 332 000 Mobile WMS for Microsoft Dynamics AX/NAV Mobile WMS is a user-friendly Mobile Warehouse Management solution with on/offline mode that integrates with standard Microsoft Dynamics AX/NAV.

Horizontal Accounting Crowe Horwath LLP 3650 www.crowehorwath.com/insights/asset/leaseaccounting-optimizer-microsoft-dynamics/ 800-599-2304 NEW: Crowe Lease Accounting Optimizer Combines lease accounting management with a financial impact calculator for compliance with the FASB ASC 842 and IASB IFRS 16 regulations. ImageTag, Inc. www.kwiktag.com â&#x20AC;˘ 888-KWIK-TAG KwikTag KwikTag by ImageTag is ONE SYSTEM you need for document management and business process automation - without harming trees or your budget.

KEY: 365 Dynamics 365

60 D365UG/AXUG Magazine

Affordable Care Act Reporting Integrity Data www.integrity-data.com/software/ aca-compliance/ â&#x20AC;˘ 888-786-6162 Integrity Data ACA Compliance Solution Making IRS compliance around ACA reporting a non-issue by tracking eligibility year-round and automatically generating, printing and e-filing Form 1095-C/ 1094-C.

Sierra Workforce Solutions

Dynamics GP

Automation

Arbela Technologies 365

ImageTag, Inc. www.kwiktag.com â&#x20AC;˘ 888-KWIK-TAG KwikPayables KwikPayables automates the process of invoice transactions being captured, coded, routed, approved, stored and audited.

365F

DataSelf

Dynamics AX

Analytics

Dynamics NAV

www.dataself.com â&#x20AC;˘ 888-910-9802 DataSelf Analytics Tableau, a data warehouse and 5,000 KPIs for Dynamics ERP/CRM.

Dynamics SL

Dynamics CRM

Barcode Data Collection DSI Global www.dsiglobal.com â&#x20AC;˘ 816-416-5000 DSI ScanWorkX for Dynamics AX The DSI ScanWorkX solution speeds the automation of data collection, including tracking, reporting and productivity functions. Mobile-first solutions to meet changing business needs and transform your supply chain.

Online Trial Available

3650 Dynamics 365 for Finance and Operations, Enterprise Edition 365F Dynamics 365 for Finance and Operations, Business Edition

Mobile Enabled

Budgeting

Corporate Renaissance Group crgroup.com/better-budgeting/ 613-232-4295 Ext: 286 Budgeting, Planning & Forecasting Solutions from CRGroup Leading budgeting, planning & forecasting solutions for companies of any size: BOARD, Adaptive Insights, and NEW! Rapidstart budgeting for SMBs and Dynamics users. Contact us to learn more + explore partner benefits.

Business Process Management DocStar www.DocStar.com â&#x20AC;˘ 888-DOC-STAR DocStar ECM AP Automation The premier integrated AP automation solution provider. Cloud or on-premises. Mobile access. Intelligent data capture. Advanced workflow engine.

Contract/Project Management

Commissions

Binary Stream 365 3650 365F

365F Red Maple www.redmaple.com â&#x20AC;˘ 972-980-6963 Red Mapleâ&#x20AC;&#x2122;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.

DataSelf www.dataself.com â&#x20AC;˘ 888-910-9802 DataSelf Analytics Tableau, a data warehouse and 5,000 KPIs for Dynamics ERP/CRM.

www.jetreports.com â&#x20AC;˘ 503-608-3602 Jet Reports Suite of Solutions Fast, Flexible Reporting & BI inside Excel. 154,320+ users and counting. KEY: 365 Dynamics 365

Credit Card/Check Processing

Vertical Lift Business Solutions 3650 Inc 365 www.verticalliftbsi.com â&#x20AC;˘ 416-848-0317 Vertical Lift Business Solutions Inc Get more value from your Dynamics CRM investment. We specialize in custom integrations, cloud migration and complex business scenarios. Call us for more info.

Distribution Arbela Technologies 365 365F

3650 ChargeLogic www.chargelogic.com â&#x20AC;˘ 877-292-2520 ChargeLogic Payments Leading PCI-validated credit card & payment processing solution for NAV. 365F Arbela Technologies www.arbelatech.com â&#x20AC;˘ 949-291-4777 Arbela Audit & Security Manager Audit Security Manager addresses security management, audit compliance & reporting. Reduce your time to prepare for audits & manage security. Gain from our experience!

365F AXSource www.axsource.com â&#x20AC;˘ 905-854-6059 GMP Compliance Built-in Quality Management solution for Dynamics with Recall, CAPA and Electronic Batch Records.

Binary Stream 365 3650 365F

www.binarystream.com/GP-ARED 604-522-6300 Advanced Revenue and Expense Deferral (ARED) Gain control of your revenue and expense deferrals and recognition through line level detail and the ability to build and track thousands of schedules, all while remaining compliant. Crowe Horwath LLP 3650 www.crowehorwath.com/insights/asset/leaseaccounting-optimizer-microsoft-dynamics/ 800-599-2304 NEW: Crowe Lease Accounting Optimizer Combines lease accounting management with a financial impact calculator for compliance with the FASB ASC 842 and IASB IFRS 16 regulations.

Dynamics AX

Dynamics GP

Dynamics NAV

Century Business Solutions www.ebizcharge.com/ â&#x20AC;˘ 888-500-7798 EBizCharge for Microsoft Dynamics Process payments in CRM, NAV, GP & AX using the secure payment gateway EBizCharge. Unlimited batch history and reports. Online bill pay portal. 365F Red Maple www.redmaple.com â&#x20AC;˘ 972-980-6963 Red Mapleâ&#x20AC;&#x2122;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.

Dynamics SL

Dynamics CRM

ASC Software www.ascsoftware.com â&#x20AC;˘ 937-429-1428 ASCTrac Award winning, scalable WMS for Distribution, Manufacturing & 3PL operations. Over 25 years of features & functions built-in.

Blue Horseshoe 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 whatâ&#x20AC;&#x2122;s new in the Supply Chain Suite for Dynamics AX. FASCOR www.fascor.com â&#x20AC;˘ 888-8FASCOR (888-832-7267) ext. 103 FASCOR WMS Scalable WMS Tier1 functionality for SMB market. Adv order mgmt., user configurable dashboards, integrated TMS, voice picking & more, deliver rapid ROI for Dist, Warehouse & Mfg operations. Serving MS Dyn for 17 yrs.

StockIQ Technologies www.stockiqtech.com â&#x20AC;˘ 720-420-7946 Intelligent Supply Chain Planning Inventory planning & analytics, forecasting, promotion planning & multi-site replenishment designed for Distribution, and Manufacturing.

Online Trial Available

3650 Dynamics 365 for Finance and Operations, Enterprise Edition 365F Dynamics 365 for Finance and Operations, Business Edition

Mobile Enabled

H1 2018 | 61

HORIZONTAL

www.calumo.com â&#x20AC;˘ 214-387-6030 CALUMO - Reporting, Budgeting & Forecasting CALUMO is THE single tool for reporting, budgeting & forecasting all Accountants love. CALUMO combines web/mobile/ Excel/Word/PowerPoint to create & distribute ad-hoc analysis, reports, dashboards & planning templates.

Customer Relationship Management

Compliance

Business Intelligence

CALUMO, Inc.

Integrity Data www.integrity-data.com/software/ aca-compliance/ â&#x20AC;˘ 888-786-6162 Integrity Data ACA Compliance Solution Making IRS compliance around ACA reporting a non-issue by tracking eligibility year-round and automatically generating, printing and e-filing Form 1095-C/ 1094-C.

Field Service Management

Document Management Century Business Solutions

Ariett, an AvidXchange company 365

www.ariett.com/ â&#x20AC;˘ 781-826-1120 Purchase to Payment Automation with Intercompany and Multi-Currency Processing for Dynamics GP NEW BI Dashboard, Invoice Capture, Payments, Requisition, PO, Contract. Datahaven for Dynamics www.datahaven4dynamics.com 757-222-2000 Datahaven for Dynamics Datahaven is the only scanning, OCR, and workflow solution natively embeddedâ&#x20AC;&#x201C;not simply integratedâ&#x20AC;&#x201C;throughout the Microsoft Dynamics user experience and available to non-Dynamics users from Microsoft Outlook.

HORIZONTAL

ImageTag, Inc. www.kwiktag.com â&#x20AC;˘ 888-KWIK-TAG KwikTag KwikTag by ImageTag is ONE SYSTEM you need for document management and business process automation - without harming trees or your budget.

Metafile Information Systems, Inc. 3650 365F

E-commerce

Data Masons Software

www.ebizcharge.com/ â&#x20AC;˘ 888-500-7798 EBizCharge for Microsoft Dynamics Process payments in CRM, NAV, GP & AX using the secure payment gateway EBizCharge. Unlimited batch history and reports. Online bill pay portal.

3650 365F

365

www.datamasons.thelist â&#x20AC;˘ 866-575-1631 Vantage Point EDI for Dynamics EDI Made Simple for Dynamics: ERP integration without customization.

TrueCommerce 365 3650 ChargeLogic www.chargelogic.com â&#x20AC;˘ 877-292-2520 ChargeLogic Connect PCI-certified e-commerce payments & orders. Click-to-Pay Invoicing.

k-eCommerce

Electronic Document Delivery (Email)/Faxing

3650 365F

Datahaven for Dynamics www.datahaven4dynamics.com 757-222-2000 Datahaven for Dynamics Datahaven is the only scanning, OCR, and workflow solution natively embeddedâ&#x20AC;&#x201C;not simply integratedâ&#x20AC;&#x201C;throughout the Microsoft Dynamics user experience and available to non-Dynamics users from Microsoft Outlook.

Expense Solutions

DATABASICS, Inc. 3650 Thomson Reuters tax.thomsonreuters.com/TheList â&#x20AC;˘ 888-885-0206 Sales Tax Automation for Microsoft Dynamics Thomson Reuters ONESOURCETM Indirect Tax is tax management software that automates sales, use and value-added tax calculation, reporting, filing and remittance.

365F Vertex www.VertexSMB.com/TheList â&#x20AC;˘ 855-221-5885 Vertex Sales and use tax automation for businesses of any size.

EDI AIM Computer Solutions, Inc.

Avalara, Inc. www.info.avalara.com/TheList â&#x20AC;˘ 877-780-4848 Avalara for Sales Tax Automation Automate and eliminate the complexity of sales tax management with Avalara. A cloud-based sales and use tax calculation, exemption certificate management, filing and remittance solution for Microsoft Dynamics.

KEY: 365 Dynamics 365

62 D365UG/AXUG Magazine

www.aimcom.com â&#x20AC;˘ 586-439-0300 AIM Vision AutoSys EDI, AIAG barcode labels, Demand Mgmt, Release Acctg., MMOG, IATF 16949.

Dynamics AX

Dynamics GP

Dynamics NAV

Paramount WorkPlace ParamountWorkPlace.com/solutions/ travel-and-expense/ â&#x20AC;˘ 800-725-4408 Paramount WorkPlace Expense Mobile App & Entry & Approvals, OCR, Google Maps, Receipt Attachment, Rule Engine, Credit Card & Banking Integration, Real-Time Cash Advances, On-Account Balance, Expense Split, GL Distribution, Open Payment Sunshine

Dynamics SL

Dynamics CRM

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

Fixed Assets Crowe Horwath LLP 3650 www.crowehorwath.com/insights/asset/leaseaccounting-optimizer-microsoft-dynamics/ 800-599-2304 NEW: Crowe Lease Accounting Optimizer Combines lease accounting management with a financial impact calculator for compliance with the FASB ASC 842 and IASB IFRS 16 regulations.

HR Management

Corporate Renaissance Group www.employee-performance.com 877-711-0367 Ext: 286 CRG emPerform | Online Employee Performance Management Award-winning employee performance management for Microsoft Dynamics users. Online performance reviews, 360Â° assessments, goal management, succession planning, pay-for-performance, reporting & year-round feedback. 3650 Elevate HR, Inc. elevate-hr.com/solutions/ â&#x20AC;˘ 973-917-3230 Elevate HR: Solutions for Dynamics 365 & AX HCM Applicant Portal, HCM Wizards, Online Benefits, Global Payroll, etc.

FourVision HR Plus 365 3650

365F

www.fourvision.com/ â&#x20AC;˘ 914-873-0040 NEW: FourVision D365 for Talent Extensions FourVision Talent Apps extend the D365 for Talent providing a full HCM solution. Example apps include Timesheets Plus, Leave & Absence, Employee Self Service, HR Document Mgmt and much more.

Human Resource Applicant Tracking System 3650 Elevate HR, Inc. elevate-hr.com/solutions/ â&#x20AC;˘ 973-917-3230 Elevate HR: Solutions for Dynamics 365 & AX HCM Applicant Portal, HCM Wizards, Online Benefits, Global Payroll, etc.

Online Trial Available

3650 Dynamics 365 for Finance and Operations, Enterprise Edition 365F Dynamics 365 for Finance and Operations, Business Edition

Mobile Enabled

Inventory Management ASC Software www.ascsoftware.com â&#x20AC;˘ 937-429-1428 ASCTrac Award winning, scalable WMS for Distribution, Manufacturing & 3PL operations. Over 25 years of features & functions built-in.

Job Costing DSI Global www.dsiglobal.com â&#x20AC;˘ 816-416-5000 DSI ScanWorkX for Dynamics AX The DSI ScanWorkX solution speeds the automation of data collection, including tracking, reporting and productivity functions. Mobile-first solutions to meet changing business needs and transform your supply chain.

Invoicing Enhancement Binary Stream 365 365F

www.binarystream.com/GP-ARCB 604-522-6300 Advanced Recurring Contract Billing (ARCB) Get paid on time, every time with automated recurring invoicing and the ability to handle nearly any complex billing scenario such as subscription or consumption based and more.

ImageTag, Inc. www.kwiktag.com â&#x20AC;˘ 888-KWIK-TAG KwikPayables KwikPayables automates the process of invoice transactions being captured, coded, routed, approved, stored and audited.

Sierra Workforce Solutions www.sierraws.com â&#x20AC;˘ 800-822-0973 Sierra Workforce Solutions Dynamics ERP time & attendance solutions optimizing productivity and data integration for payroll, job costing & HR. Advanced scheduling and ACA reporting options. Biometric, badge, WEB, PC or mobile time clocks.

Manufacturing Enhancement

Ariett, an AvidXchange company 365

www.ariett.com â&#x20AC;˘ 781-826-1120 Purchasing, Accounts Payable Automation, Payment Processing, Contract Tracking and Expense Reporting for Dynamics GP NEW BI Dashboard, Requisition, PO, Punch-out, Invoice Capture, Contract

Paramount WorkPlace

Metafile Information Systems, Inc. 3650 365F

Horizons International

Payroll Enhancement

www.ParamountWorkPlace.com 800-725-4408 Paramount WorkPlace Requisition & Procurement Mobile App & Entry, PunchOut, Catalog, Check Request, Budget Compliance, RFQ, PO Generation, Receiving, Invoice Matching & Vendor Contract Compliance, Robust Approvals Engine. 365F Red Maple www.redmaple.com â&#x20AC;˘ 972-980-6963 Red Mapleâ&#x20AC;&#x2122;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.

Product Information Management

Paymate Software Corporation ImageTag, Inc. www.kwiktag.com â&#x20AC;˘ 888-KWIK-TAG KwikTag KwikApps KwikApps automate any document, any department and any process with ONE SYSTEM that integrates directly with your Dynamics ERP.

www.paymatesoftware.com 866-729-6283 (1-866-PAYMATE) Paymate Software Payroll with optional HR ESS TnA ACA Quick install and Inexpensive.

Perfion, Inc. www.perfion.com â&#x20AC;˘ 267-549-8690 Perfion Product Information Management (PIM) fully integrated with MS Dynamics.

Portals

Project Accounting

DynamicPoint 365

Multi-Entity Management 365F Arbela Technologies 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 better serve shared services. Gain from our experience!

Nodus Technologies, Inc.

Payables Enhancement

Ariett, an AvidXchange company

KEY: 365 Dynamics 365

Procurement Management

3650 365F

www.dynamicpoint.com/customerand-vendor-portal/ â&#x20AC;˘ 844-396-7646 SharePoint Vendor & Customer Portals for Microsoft Dynamics ERP Portals built exclusively for Dynamics 365, AX, GP & NAV deliver a flexible, seamlessly integrated and highly secure extranet providing access to profile data, sales/purchase orders, payment status and more - 24/7!

365

www.ariett.com â&#x20AC;˘ 781-826-1120 Purchase to Payment Automation with Intercompany and Multi-Currency Processing for Dynamics GP NEW BI Dashboard, Invoice Capture, Payments, Requisition, PO, Contract Dynamics AX

Dynamics GP

Dynamics NAV

Dynamics SL

Dynamics CRM

Online Trial Available

3650 Dynamics 365 for Finance and Operations, Enterprise Edition 365F Dynamics 365 for Finance and Operations, Business Edition

Mobile Enabled

H1 2018 | 63

HORIZONTAL

365F Dooap Inc. www.dooap.com â&#x20AC;˘ 212-653-8801 Dooap Dooap is Accounts Payable automation for Microsoft Dynamics AX and 365. It's invoice automation that both users and AX love. 100% say it is fun to use. Efficiency comes standard.

Purchase Order Processing Enhancement

Royalty

Red Maple www.redmaple.com â&#x20AC;˘ 972-980-6963 Red Mapleâ&#x20AC;&#x2122;s Purchase Rebates Purchase Rebates tracks your rebates receivable. Rebates can be triggered and calculated on many criteria. Rebates can be calculated per invoice or over time. Promotional rebates can be calculated as well.

Quality Control

Sales Order Processing Enhancement 365F Red Maple www.redmaple.com â&#x20AC;˘ 972-980-6963 Red Mapleâ&#x20AC;&#x2122;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.

Horizons International

HORIZONTAL

Avalara, Inc.

Receivables Enhancement

Reporting

www.info.avalara.com/TheList â&#x20AC;˘ 877-780-4848 Avalara for Sales Tax Automation Automate and eliminate the complexity of sales tax management with Avalara. A cloud-based sales and use tax calculation, exemption certificate management, filing and remittance solution for Microsoft Dynamics.

3650 Thomson Reuters tax.thomsonreuters.com/TheList 888-885-0206 Sales Tax Automation for Microsoft Dynamics Thomson Reuters ONESOURCETM Indirect Tax is tax management software that automates sales, use and value-added tax calculation, reporting, filing and remittance.

365F Vertex www.VertexSMB.com/TheList â&#x20AC;˘ 855-221-5885 Vertex Sales and use tax automation for businesses of any size.

Security

365F

www.arbelatech.com â&#x20AC;˘ 949-291-4777 Arbela Technologies Whether in the enterprise or the cloud, on a mobile device or machine-to-machine, Arbela is a trusted advisor companies rely on to drive transformation & achieve strategic, financial & operational value. ASC Software www.ascsoftware.com â&#x20AC;˘ 937-429-1428 ASCTrac Award winning, scalable WMS for Distribution, Manufacturing & 3PL operations. Over 25 years of features & functions built-in.

Data Masons Software 365

3650 365F

www.jetreports.com â&#x20AC;˘ 503-608-3602 Jet Reports Suite of Solutions Fast, Flexible Reporting & BI inside Excel. 154,320+ users and counting.

64 D365UG/AXUG Magazine

Arbela Technologies 365

365F Arbela Technologies www.arbelatech.com â&#x20AC;˘ 949-291-4777 Arbela Audit & Security Manager Audit Security Manager addresses security management, audit compliance & reporting. Reduce your time to prepare for audits & manage security. Gain from our experience!

Dynamics AX

Dynamics GP

DSI Global www.dsiglobal.com â&#x20AC;˘ 816-416-5000 DSI ScanWorkX for Dynamics AX The DSI ScanWorkX solution speeds the automation of data collection, including tracking, reporting and productivity functions. Mobile-first solutions to meet changing business needs and transform your supply chain. FASCOR www.fascor.com â&#x20AC;˘ 888-8FASCOR (888-832-7267) ext. 103 FASCOR WMS Scalable WMS Tier1 functionality for SMB market. Adv order mgmt., user configurable dashboards, integrated TMS, voice picking & more, deliver rapid ROI for Dist, Warehouse & Mfg operations. Serving MS Dyn for 17 yrs.

Halo BI www.halobi.com â&#x20AC;˘ 888-300-0219 Halo BI Analytics and BI platform for self-service supply chain planning and data discovery. Enterprise scaled, rapidly implemented, data secured. Analyze, decide and plan faster than ever before. See demo live on halobi.com StockIQ Technologies www.stockiqtech.com â&#x20AC;˘ 720-420-7946 Intelligent Supply Chain Planning Inventory planning & analytics, forecasting, promotion planning & multi-site replenishment designed for Distribution, and Manufacturing.

TrueCommerce 365 www.truecommerce.com â&#x20AC;˘ 888-430-4489 TrueCommerce Scalable & affordable EDI solutions for Microsoft Dynamics. A managed service approach, from one trusted source, helps lower your fulfillment & procurement costs & connects you to an expansive global trading network.

Tax

Avalara, Inc.

Jet Reports 365

KEY: 365 Dynamics 365

Supply Chain Management

Nodus Technologies, Inc. www.nodus.com/solutions/online-bill-pay/ 909-482-4701 ePay Advantage with PayFabric 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, and payment plan modules.

Shipping/Manifesting

3650 ChargeLogic www.chargelogic.com â&#x20AC;˘ 877-292-2520 ChargeLogic Shipping Accurate rate quotes. Built in NAV. UPS, FedEx, USPS, DHL, & TNT.

Sales Tax

Dynamics NAV

3650 365F

www.datamasons.thelist â&#x20AC;˘ 866-575-1631 Vantage Point EDI for Dynamics EDI Made Simple for Dynamics: ERP integration without customization.

Dynamics SL

Dynamics CRM

Online Trial Available

3650 Dynamics 365 for Finance and Operations, Enterprise Edition 365F Dynamics 365 for Finance and Operations, Business Edition

Mobile Enabled

365F Vertex www.VertexSMB.com/TheList â&#x20AC;˘ 855-221-5885 Vertex Sales and use tax automation for businesses of any size.

Time and Attendance

Sierra Workforce Solutions

Workflow / Notifications

Datahaven for Dynamics

Travel Expense Management

DATABASICS, Inc. www.data-basics.com â&#x20AC;˘ 800-599-0434 DATABASICS Time + Expense Easy-to-use time tracking & expense reporting software. Built-in business rules, mobile app, global localization. Microsoft partner since 2004. ImageTag, Inc. www.kwiktag.com â&#x20AC;˘ 888-KWIK-TAG KwikExpense KwikExpense automates and accelerates expense reporting, receipt capture and the report approval process, while making credit card reconciliation a breeze!

Warranty and Claims Management 365F Red Maple www.redmaple.com â&#x20AC;˘ 972-980-6963 Red Mapleâ&#x20AC;&#x2122;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.

www.datahaven4dynamics.com 757-222-2000 Datahaven for Dynamics Datahaven is the only scanning, OCR, and workflow solution natively embeddedâ&#x20AC;&#x201C;not simply integratedâ&#x20AC;&#x201C;throughout the Microsoft Dynamics user experience and available to non-Dynamics users from Microsoft Outlook.

DocStar www.DocStar.com â&#x20AC;˘ 888-DOC-STAR DocStar ECM AP Automation The premier integrated AP automation solution provider. Cloud or on-premises. Mobile access. Intelligent data capture. Advanced workflow engine. 365F Dooap Inc. www.dooap.com â&#x20AC;˘ 212-653-8801 Dooap Dooap is Accounts Payable automation for Microsoft Dynamics AX and 365. It's invoice automation that both users and AX love. 100% say it is fun to use. Efficiency comes standard.

ImageTag, Inc. www.kwiktag.com â&#x20AC;˘ 888-KWIK-TAG KwikTag KwikApps KwikApps automate any document, any department and any process with ONE SYSTEM that integrates directly with your Dynamics ERP.

Metafile Information Systems, Inc. 3650 365F

www.metaviewer.com â&#x20AC;˘ 507-286-9232 MetaViewer Paperless Automation for Microsoft Dynamics AP Automation for Dynamics AX, GP, SL & NAV, & expanded functionality including expense reports, journal entry, purchase requisition and more. 365F Red Maple www.redmaple.com â&#x20AC;˘ 972-980-6963 Red Mapleâ&#x20AC;&#x2122;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.

365F Red Maple www.redmaple.com â&#x20AC;˘ 972-980-6963 Red Mapleâ&#x20AC;&#x2122;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 Mapleâ&#x20AC;&#x2122;s Adv. Workflow is required.

Services Application Service Provider/Hosting

KEY: 365 Dynamics 365

MG Technology Group 365 3650 365F

www.mgtechgroup.com/about-us/ partner-program/ â&#x20AC;˘ 866-350-9310 Dedicated Dynamics ERP Hosting Services - 99.999% SLA, SSAE16 14+ years experience, you own the customer relationship, 100% US support.

Dynamics AX

Dynamics GP

Dynamics NAV

Custom Development

3650 Amaxra, Inc 365 www.amaxra.com/business-consulting-needs/ optimize-business-processes â&#x20AC;˘ 425-749-7471 Business Planning Workshop Microsoft Gold Partner. Part of your business slowing down or delivering lack-luster results? Schedule a Business Planning Workshop with Amaxra to ensure you are making the most of your CRM investment.

Dynamics SL

Dynamics CRM

Online Trial Available

3650 Dynamics 365 for Finance and Operations, Enterprise Edition 365F Dynamics 365 for Finance and Operations, Business Edition

Mobile Enabled

H1 2018 | 65

SERVICES

Business Planning

Development Tools

Tornado Marketing, Inc. 365

www.tornado-marketing.com â&#x20AC;˘ 608-520-0772 Marketing Consulting Boost your sales with high-impact marketing & persuasive messaging. Work with industry veteran Adrianne Machina on website, content, & strategy.

HR & Payroll Implementation

3650 Elevate HR, Inc. elevate-hr.com/solutions/ â&#x20AC;˘ 973-917-3230 Elevate HR: Solutions for Dynamics 365 & AX HCM Applicant Portal, HCM Wizards, Online Benefits, Global Payroll, etc.

FourVision HR Plus 365 3650

Training

3650 365F

365F

Implementation Services

Member Organizations ERP Software Blog 365

Merit Solutions, Inc. 365 3650 www.rapid365erp.com â&#x20AC;˘ 630-614-7133 Rapid365 Rapid365 is a pre-configured and best practices deployment of Microsoft Dynamics 365. Forget traditional 12-month multi-million dollar projects - Rapid365 enables companies to go live with less time, risk, and spend.

Manufacturing Implementation & Consulting

Marketing Planning & Services

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

Sales Tax Management Service

The Partner Marketing Group 365 3650 365F

www.thepartnermarketinggroup.com 734-425-7414 Microsoft Approved Vendor for Dynamics Marketing Consulting From strategic marketing plan development to the critical daily execution, this Microsoft experienced team can help fill your sales pipeline.

365F Vertex www.VertexSMB.com/TheList â&#x20AC;˘ 855-221-5885 Vertex Sales and use tax automation for businesses of any size.

International Software 3650 Systems 365 intlsoftwaresystems.com/ â&#x20AC;˘ 714-379-0545 Success Is in the Details Personalized on-site or remote training. In English, French & Spanish!

Optimum 365 3650 365F

www.optimum.co.uk â&#x20AC;˘ 877-406-6078 Microsoft Dynamics EndUser Training Solutions Optimum design, develop & deliver bespoke Microsoft Dynamics end-user training programs for implementation & upgrade projects around the world.

Upgrades

International Software 3650 Systems 365 intlsoftwaresystems.com/ â&#x20AC;˘ 714-379-0545 Success Is in the Details 100s of successful Microsoft Dynamics GP upgradesâ&#x20AC;&#x201C;Itâ&#x20AC;&#x2122;s what we do best! Merit Solutions, Inc. 365 3650

www.meritsolutions.com/upgrade-me/ 630-614-7133 Upgrade365 Upgrade365 enables Microsoft Dynamics AX, GP, and NAV users to more quickly and cost-effectively migrate or upgrade to Microsoft Dynamics 365.

Writing/Documentation Services The Partner Marketing Group 365 3650 365F

www.thepartnermarketinggroup.com 734-425-7414 Blogs, Case Studies, Infographics, Websites Use 'content marketing' to build your brand and drive prospects into your sales pipeline.

SERVICES

3650 Amaxra, Inc 365 www.amaxra.com/technology/crm-services-seattle 425-749-7471 CRM/Dynamics 365 Implementation Microsoft Gold Partner. An out-of-the-box CRM wonâ&#x20AC;&#x2122;t make your business successful. Itâ&#x20AC;&#x2122;s the planning and configuration that makes the difference between little impact and achieving a significant return on investment.

International Software 3650 Systems 365 intlsoftwaresystems.com/ â&#x20AC;˘ 714-379-0545 Success Is in the Details Decades implementing ERP from Great Plains to Microsoft Dynamics GP .

KEY: 365 Dynamics 365

66 D365UG/AXUG Magazine

Dynamics AX

Dynamics GP

Dynamics NAV

Dynamics SL

Dynamics CRM

Online Trial Available

3650 Dynamics 365 for Finance and Operations, Enterprise Edition 365F Dynamics 365 for Finance and Operations, Business Edition

Mobile Enabled