2016 Q3 by Dynamic Communities, Inc

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HOT TOPICS

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contents Q3 2016

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HOT TOPICS WITHIN MICROSOFT DYNAMICS AX

DEGREES OF READINESS

The New Microsoft Dynamics AX

INCREASE YOUR EXPERTISE

Power BI Center of Excellence Tax Optimization

Advertiser Index Altec . . . . . . . . . . . . . . . . . . . . . . . . . . . 41 Arbela Technologies. . . . . . . . . . . . . . . 2 AXSource . . . . . . . . . . . . . . . . . . . . . . . 37 AXUG Chapter Sponsors . . . . . . . . . . 77 AXUG Summit 2016. . . . . . . . . . . . . 9, 78 Concerto Cloud Services. . . . . . . . . . 44 Efima . . . . . . . . . . . . . . . . . . . . . . . . . . 92 Folio3 Dynamics Services. . . . . . . . . . . 4 Globe Software. . . . . . . . . . . . . . . 46-47 k-eCommerce. . . . . . . . . . . . . . . . . . . . 17 mcaConnect, LLC. . . . . . . . . . . . . . . . 35 Merit Solutions, Inc. . . . . . . . . . . . . . . . 6 MetaViewer from Metafile . . . . . . . . . . 54 NMB Solutions . . . . . . . . . . . . . . . . . . . 51 Red Maple. . . . . . . . . . . . . . . . . . . . . . 61 Thomson Reuters . . . . . . . . . . . . . . . . 20

In Every Issue 5 From the Chairman 7 From the Director 8 Events 10 Meet Your Peers 12 Welcome to Our New Members 14 Chapter News 29 On Topic 39 45 55 62 64 71 79

Volunteer of the Quarter: Brent Hester Word Find What’s New on the AXUG Website Webinar Speed Read Academy Corner Name That Photo Contest The AX List, from The Partner Channel

Features 16 New Community on the Block Check out pbiug.com 18 Are You Ready for the New Microsoft Dynamics AX

Tips & Tricks Finding the Functions in Power BI 22 Listening Across the Generations 26 Care and Feeding of Microsoft Dynamics AX 2012 30 The Marathon of Implementation 32 Tips & Tricks Going with the (Work)Flow 36 User Member Showcase Codan/Trygg-Hansa 38 User Member Showcase Swedish Match 40 Center of Excellence – A Model for ERP Success 42 Solving Problems Requires an Open Ear 48 A Preview of AXUG Summit 2016 49 Chapters at Summit 2016 50 Microsoft Showcase Frank Naujoks 52 Is Your Microsoft Dynamics AX System Optimized for Sales Tax Success? 56 VAR Partner Solution Showcase SAGlobal 58 The New Microsoft Dynamics AX Help 65 AXUG European Congress Thank You to our Sponsors 66 ISV Partner Solution Showcase Sycor 68 A Clean Solution for Mobile Productivity 72 Industry Showcase Transportation and Logistics 74 Improving Microsoft Dynamics AX The Right Way

Q3 2016 | 3

AX A A G G U U X X A U X X A A G G U G U G XU AX A G A UG UG XU XU AX AX A A G U XU XU AX AX G A G A UG UG XU XU AX AX A G A G G U U X X A A G G UG U X X A A G G UG UG XU XU AX AX A AX A G A UG UG XU XU AX AX A A G G UG UG XU U XU XU AX AX G A G A UG UG XU XU AX AX A A G AX A G A G G U U X X A A G G UG UG XU XU AX U X X A A G G UG UG XU XU AX AX A A G G U AX A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU AX A G A G G U U X X A A G G UG UG XU XU AX AX A A U X X A A G G UG UG XU XU AX AX A A G G U U XU XU AX A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A G X X A A G G UG UG XU XU AX AX A A G G U U XU X AX U AX A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A G UG U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX AX A G A G G U U X X A A G G UG UG XU XU AX AX A A G G UG U X X A A G G UG UG XU XU AX AX A A G G U U XU X AX AX A AX A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A G UG 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XU AX AX G A G A UG U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A A G G UG UG XU XU A G A X U X U A G G U U X X A A AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A G G UG UG XU XU AX AX G A G A U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A A G G UG UG XU G G G U U X X A A U U X X A A AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A G G UG UG XU XU AX AX G U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A A G G UG UG G A X U X U A G G U U X X A A G A X U A X U G AX A G A G G U U X X A A G G UG UG XU XU AX AX A G A G G UG UG XU XU AX U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A A G G UG G A X U X U A G G U U X X A A G AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A G A G G UG UG XU XU U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A A G G G A X X A G G U U U U X X A AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A G G UG UG XU U XU XU 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Goingfrom to the the Next Level... axug chairman

letter

Sherry Linares

Focusing on the Hot Topics

Grant Wilson elcome to the Q3 issue of AXUG® Magazine! The focus of this issue is Hot Topics, and it couldn’t be better timed. There is so much going on in the Microsoft Dynamics AX environment, and so much for us to learn and adopt as we continue building our areas of expertise. This issue brings a wealth of knowledge on topics that include: »» Better communication skills across generations »» Problem-solving techniques »» Smooth implementation guidelines »» The buzz around Power BI »» Optimization for sales tax success »» Finding help for the exciting things in the new Microsoft Dynamics AX There are more Tips and Tricks in this issue than ever before as well as a “Speed Read” from a popular webinar on Microsoft Dynamics AX 2012 security duties and privileges. All of these great articles will help you continue to develop your Microsoft Dynamics AX knowledge and subject matter areas of expertise. By the time you receive this issue, I and many, many others will be counting down the weeks to AXUG Summit 2016. This event, in Tampa, Florida, is expected to be the biggest AXUG Summit yet. Expanded content on Tuesday, October 11th includes an impressive keynote from Scott Guthrie of Microsoft that will include details of the recently announced Microsoft Dynamics 365. There are more AXUG Academy offerings than in past years, a half day of chapter leader training to energize our chapter leaders, a general session and Q&A where the AXUG board will share the future vision of AXUG, and 165 educational sessions, including two new tracks (Microsoft Dynamics AX for Beginners and Microsoft Dynamics AX 7 Roadmap). All this education, along with additional networking opportunities and a great Expo Hall experience – wow! What a week it will be. I hope to connect with you at AXUG Summit 2016. Until then, be sure to keep the conversations going online in the Open Forum, Twitter, and Facebook and locally at your AXUG chapter meetings. Here’s to a strong finish to 2016 and to looking forward to 2017! Best,

Grant Wilson Chairman, AXUG Advisory Board

Q3 2016 | 5

DON’T JUST IMPLEMENT AX. TRANSFORM WITH AX. Industry leaders who have transformed with Merit Solutions: AX Support

AX and Mobility

AX Transformations

AX for Life Sciences

“The MeritCare team has been an integral part of our efforts to improve business performance and continuously increase the value we are receiving from Microsoft Dynamics AX. Our teams proactively work together to determine how to best evolve our systems to meet the needs of the organization. They have been very easy to get a hold of and often resolve our issues in near realtime.”

“The new mobility platform will provide a more stable, streamlined experience in the home, helping to ensure accurate pricing and hassle-free experience. And unlike the previous application that ran on a very small screen with a dated interface, Nimbus Mobile will provide a far more intuitive experience for our field techs, resulting in fewer errors, less frustration, and shorter learning curve.”

“Merit Solutions was able to handle the intricacies of successfully migrating our legacy data, while at the same time building support and user acceptance of Microsoft Dynamics AX within our organization. More than anything else, these two factors are what enabled us to understand what we have to do as a company to meet our goals, and what we could do in the future to improve upon our business.”

“We have automated many critical processes from document management to inventory management to lab life cycle management using MAXLife. Our employees are using the systems and have seen efficiency improvements as well as a confidence that we are producing compliant GxP deliverables. Our users are looking for more out of the systems now.”

Ed Verbitski, Director, IT CHAMPRO Sports

Tom Juncewicz, Director, IT Stanley Steemer

Jack Arends, CFO Georgia Nut Company

Donna Lenning, Director, IT Osmotica Pharmaceutical

About Merit:

VISIT US AT AXUG SUMMIT IN BOOTH #913

Merit Solutions provides end-to-end consulting and development services for evaluating, implementing, extending, supporting, and mobilizing Microsoft Dynamics AX. Our clients rely on their investments to drive innovation, productivity, and growth. To see how Merit Solutions can help you do the same, visit us at AXUG Summit in Booth #913 or

online at www.meritsolutions.com

Goingfrom to the the Next Level... axug director

letter

Sherry Linares

Count On…

Heather Williams

t is likely that as you read this, you are counting down the days before you head to AXUG® Summit 2016 in Tampa. Even if you are not, you can’t miss the resounding Count On messages that our team has been shouting from the rooftops. That is the message that I want to focus on with you, Count On… Of course you can Count On AXUG Summit to deliver great content, networking opportunities, and overall peer-to-peer connections that are unmatched by any other event in the industry. What about those of you that are not able to attend year after year? What does that mean to you? What can YOU Count On? I am excited to tell you and so glad that you asked! You can Count On AXUG to continually offer virtual learning opportunities through our webinars and special interest group (SIG) meetings. It should be comforting to know that often the hottest topics from our events are repeated by means of a virtual encore for you to enjoy and soak up the knowledge. AXUG generally hosts anywhere from three to six webinars per week. That is a lot of information from which you can benefit. We encourage you to take note of our weekly event emails that go out every Sunday evening; they list all of the upcoming AXUG details you don’t want to miss. (If you are not receiving those emails, please reach out to our support department at info@axug.com.) You can Count On AXUG Collaborate to be your 24/7 tool for getting solutions, answers, and ideas from your peers when you need it. There are so many features of Collaborate that are simply amazing and useful. While I don’t have enough space to list them all, let me point out a few: Ask your peers about Partner solutions so that you are a “buyer” and not someone that was “sold” to. Update your profile and connect with other Members just like you. Set up conversations to share knowledge with each other. The time you give is priceless compared to the learning that takes place when Users connect with other Users. Join as many communities as you like so that you are “in the know” of the conversations, experts, and content centered around topics of interest. The recorded content library is a powerful tool! From researching topics you want to learn more about to building a great repository of content to help you train new employees, there are years of content out there. Make sure you are taking advantage of it! You can Count On AXUG chapters to connect you with other Microsoft Dynamics AX Users and experts throughout the entire year. Many of our chapters meet every quarter, and our chapter leaders are AXUG User Members just like you with a passion to grow their community, share ideas, and make everlasting connections. You don’t want to miss out on the fun and learning that happen at these meetings. To find a chapter near you, simply visit www.axug.com/communities and type in your zip code. If there isn’t a chapter in your area, let us help you get one started. Last but certainly not least, you can Count On YOUR AXUG boards and committee members. They are always working to ensure that the AXUG community is valuable, pertinent, and satisfying for all of you. There is a lot of pride from a great group of your peers in listening to what your needs are and putting some action behind them. Let them be your voice: Share your ideas, needs, and wants so that AXUG is continually evolving and growing to be the strongest, unsurpassed Microsoft Dynamics AX gathering of experts and education in the world! Let us Count On YOU to put AXUG to work for you and your organization.

All the best,

Heather Williams Director of Programming, AXUG

Q3 2016 | 7

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

events

sessions meetings courses

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

AXUG Pre-Conference Academy Training

October 9-11, 2016 | Tampa, Florida

www.axugsummit.com/event/academy-training

AXUG Summit 2016

October 11-14, 2016 | Tampa, Florida

www.axugsummit.com

Academy Courses

Data, & Using Functions

About the Pivot December 2 Introduction to Management Reporter December 9 Advanced Management Reporter

September 14 Inventory II – Reconciliation September 16 Advanced Management Reporter October 28 Introduction to Management Reporter November 4 Advanced Management Reporter November 9 Inventory Costing in Microsoft Dynamics AX 2012 November 16 Microsoft Office Excel Basic – Moving, Viewing

November 17 Microsoft Office Excel Intermediate – It’s All

Webinars

Chapter Meetings

8 | AXUG Magazine

September 21 SQL 302 – SQL Server Administration September 30 Manufacturing Minutes: Managing Standard

October 19 AXUG Membership Benefits Overview & Cost Versions

October 21 Management Reporter and Forecaster Friday – Orientation

October 28 Everything Your Grandmother Didn’t Tell You

Get Your Questions Answered

October 28 Manufacturing Minutes: Catch Weight Primer –

About Microsoft Dynamics AX

November 11 Management Reporter and Forecaster Friday –

Setup and Basics Process

December 9 Management Reporter and Forecaster Friday –

Get Your Questions Answered

December 13 AXUG Membership Benefits Overview &

Get Your Questions Answered

Orientation

count us in.

COUNT ON SAVING UP TO $400 WITH CONFERENCE PRICING UNTIL OCTOBER 9. We know it’s in the company’s best interest to send as many people as possible [to Summit] because there is an overwhelming amount of information. There are so many different takes and unique experiences, and there really is a multiplying factor or ‘the more the merrier.’ When we came back we were able to huddle as different teams to discuss the connections we made and discuss learnings to make some headway as an organization. Sven Haynes, Director of Information Technology | Blendtec

OCTOBER 11-14, 2016 | TAMPA, FL #AXUGSUMMIT | #COUNTONSUMMIT

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

peers

meet your axug peers

AXUGÂ® is fortunate to have a number of very talented individuals on its AXUG Summit planning committee. We reached out to these committee members to find out what they look forward to most at AXUG Summit 2016.

Bobby Small

company Ouray Sportswear

company Microsemi

title Solutions Architect

10 | AXUG Magazine

Brian Millsap

I am a huge proponent of networking. I think that the benefit of meeting and interacting with people passionate about a subject is immense. I appreciate seeing old friends and making new contacts. I feel that this will better support my relationship with Microsoft Dynamics AX.

title Director of IT

Grant Wilson Meeting other IT professionals who support their businesses with Microsoft Dynamics AX as part of their service portfolio and learning how they best understand and meet the needs of their Customers.

company Hampton Products International Corp.

title Chief Information Officer

Howard Shen

Connecting with other Users. More information on Microsoft Dynamics AX 7 as well as the future direction of Microsoft Dynamics AX.

company Hampton Products International

title IT Manager

For a full list of AXUG Summit 2016 Programming Committee volunteers, visit www.axugsummit.com/about/programming-committee

Kelly Kane

company Algood Food Company title Information Systems Specialist

Murray Fife Great learning. The planning committee has put a lot of effort into making this the best Summit yet by putting together a phenomenal schedule of sessions and learning opportunities. I am also looking forward to meeting more of my peers and just having a great time! Summit is a blast every year!

Paul Davis

Learning tips and tricks from Customers.

company Microsoft title Technical Solution Professional

Paul R. Martin Summit provides a lot of great opportunities to learn from the presenters and also other attendees who are experiencing similar issues. I always look forward to, and I usually get, at least one a-ha moment.

company A. Duda & Sons, Inc.

company TempurSealy Inc.

title Sr. Director â&#x20AC;&#x201C; Technology Services

title Expert ERP Analyst

Sherry Moran Networking with other Microsoft Dynamics AX 2012 Users and developing a deeper knowledge and understanding of Microsoft Dynamics AX and its future.

Iâ&#x20AC;&#x2122;m most excited to see friends Iâ&#x20AC;&#x2122;ve made over the years at Summit and take advantage of all the learning and networking opportunities that are provided. It is the single most important event for Microsoft Dynamics Users. I look forward to hearing how other Users have done things and sharing the knowledge we have all gained. I also love being able to see Users helping Users and knowing that Microsoft listens to the User community to make the product even better. To sum up, friends and sharing are what excite me.

Tom Farmer Attending some sessions related to upgrading and the new Microsoft Dynamics AX. I always look forward to the networking opportunities and talking to Microsoft experts.

company Key Technology, Inc. title Senior Business Systems Analyst

Sven Haynes Learning and inspiration.

company TricorBraun title Sr. System Architect

company Blendtec title Director of Information Technology

Q3 2016 | 11

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

members welcome to our new members

Meet one of our newest Members...

Milton CAT is the Northeast dealer for Caterpillar machinery and power systems as well as a broad range of top name brands that complement the Caterpillar product offering. Distributing throughout Maine, New Hampshire, Vermont, Massachusetts, Rhode Island, and upstate New York, Milton CAT serves light to heavy construction, forestry, agriculture, governmental, paving, scrap, demolition, and waste, as well as marine, prime, and stand-by power generation industries. Through rentmachines.com, a network of independent rental stores, Milton CAT offers short-term rentals of Caterpillar machinery and generators, as well as top name brand construction products. “Attending the AXUG® chapter meetings has been very beneficial as AXUG Members are willing to share their experiences and have an open dialogue on any Microsoft Dynamics AX related topic,” says Sarah Westberg, systems support manager for Milton CAT. “AXUG meetings and AXUG Collaborate give Members an opportunity to discuss

12 | AXUG Magazine how they have approached and resolved problems. This has been a great forum to reach outside the Caterpillar community for fresh ideas and solutions.” Recently both of the AXUG Boston chapter leaders stepped down, and Sarah was asked to co-chair the group. “Milton CAT was happy to jump at the chance to be more engaged and help keep the Boston chapter moving forward,” she says. “We hosted the July 2016 AXUG Boston chapter meeting with nearly 35 Members in attendance. What I have found most interesting is that no matter the industry – CAT equipment, expansion tanks, flour milling, embalming chemicals, liquor distribution (just to name a few) – other companies that have gone on this platform have seen similar challenges with people, process, and technology.” In addition to a Milton CAT warehouse tour (and group photo), the meeting featured presentations from deFacto Global on reporting, consolidation, and forecasting as well as from Microsoft on finance.

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

members welcome to our new members

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

New AXUG User Members

Adamas Pharmaceuticals

Flynn Canada

Mooney International Corp.

SigmaPoint Technologies

Agri Beef Co

FONA International Inc

MSM Project Support Ltd

Signode Industrial Group

Amick Farms, LLC

freelance

National Vision, Inc

Skjodt-Barrett Foods, Inc.

Anders Johansson

Fresh Mark, Inc.

SML

B.G.E. Service & Supply

Gaco Western LLC

Nexstar Broadcasting Group, Inc.

Bear Island Paper Company

Graebel Companies

Nivel Parts & Manufacturing Co., LLC StarTech.com

Boliden Commercial AB

Haas F1 Team

Brazeway, Inc.

Britax

Catholic Charities of Los Angeles, Inc.

City of Columbus

City of Kingston

CPP, Inc

Cradlepoint

BDO Canada LLP

BlackLine

CEM Business Solutions Inc

CenPOS Griffith Laboratories

Hunter Boot Ltd

InterDesign

Efima

Enavate Note Printing Australia Limited

Ohio Police & Fire Pension Fund

Coastal Construction Products, Inc Jenson USA Peregrine Pharmaceuticals, Inc.

ComponentSource Keypath Education Pine Hall Brick Co. Inc.

Kodak Alaris Inc. Plexus Corp.

Mälardalen University Public Broadcasting Service

Czarnowski Management Data Systems International, Inc. QMax

Dr Martens Mansfield Oil Company

El & El Wood Products

METRA Aluminium

Enviva

Michelin

Feralco AB

Milton CAT

International Dairy Queen, Inc. Organogenesis, Inc

Jacob Stern & Sons, Inc. (Acme-Hardesty) Peet’s Coffee & Tea

PANDORA Jewelry

Computer Generated Solutions, Inc. (CGS)

Flintfox International Limited

Slimstock

Dag Calafell, III

Folio3 Software Inc.

TwoDotDash Consulting Ltd

HSO

webtelligence IT consulting GmbH

Sana Commerce Southern Hospitality Ltd

Sunpork Fresh Foods Pty Ltd

Superior Energy Services

Team Technologies

The Mark Travel Corporation

The Master’s Craft Flooring Company

Toshiba Machine Co., America

Travel Alberta

Vice Media Inc

Wahl Clipper Corporation

R2C Group WestRock Merchandising Displays

Rapiscan Systems Woodforest National Bank

Remark Media, Inc

Younger Optics

RTP Company

New AXUG Partner Members

Q3 2016 | 13

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

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c h a p t e r

Lightning struck twice during the Phoenix chapter’s most popular meetings. The lightning? A Partner demo. “The most well-attended meeting occurred twice in the past three years with the same main topic: Using Globe Software’s Atlas plug-in,” says Dave Peloso, ERP project manager and chapter co-chair. “The Atlas install base in our local User community is sizeable, and there is a high degree of interest in using this tool.”

Chapter

Highlights

14 | AXUG Magazine

ne w s

Up-and-Coming Chapter

Phoenix

CHAPTER LEADERS John Castro (pictured left) IS Project Supervisor Shamrock Foods Company

»» The strongest topic interests include: Manufacturing, financials, BI, and

system performance.

Dave Peloso ERP Project Manager

The goal for future quarterly meetings is to place strong industry experts in front of this chapter’s growing community for an engaging and valuable experience. “We have the opportunity to make a positive difference and bring a community together,” says John, IS project supervisor for Shamrock Foods Company and chapter co-chair. “There is so much talent in our Phoenix chapter from a wide range of industries, and it’s a real treat having the opportunity to be part of it.”

View during a recent chapter meeting

»» Base membership comes from three core companies with 20 additional

»» This chapter has a growing number of companies using Microsoft

Members who attend when they are able.

Dynamics in a variety of ways with distinct customizations.

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

news

c h a p t e r

Connie Thompson is a true cheerleader for her chapter and its activities, making her a fantastic choice for the Chapter Leader of the Quarter. “I really enjoy meeting other Microsoft Dynamics AX Users, getting to know them, and seeing how their companies use Microsoft Dynamics AX,” says Connie, VP of communications for the Kentucky chapter. “We learn so much from each other,

»» 70 Members attended the December 2015 meeting: An attendance

»» Most well-received meeting: Master Planning presented by Jake Roder

record!

»» September 2016 meeting will include a tour and reception at Alltech’s

from Dynamics Consulting.

Brewing & Distilling Company.

ne w s

Chapter Leader of the Quarter

Connie Thompson

Kentucky Chapter VP of Communications MIS Financial Services Manager Alltech Inc

which is the value that AXUG® brings to its Member companies.” The Kentucky chapter consistently has 35 to 50 Members in attendance, representing 10 companies. “It is rewarding to bring our Users together and see their engagement and interaction,” says Connie. “I also have the very good fortune to work with Kelly Kane, chair, and Lenora Gusler, VP of membership, on the chapter leadership team. These ladies rock!”

Kentucky chapter at a recent meeting.

Highlights

Leader

Q3 2016 | 15

New Community on the

Block Check out pbiug.com

ynamic Communities recently launched the Power BI User Group (PBIUG), and it’s off and running! AXUG® had a chance to talk with Rose Spitzer, PBIUG program director, about this new community.

AXUG: What is the appeal of Power BI to Microsoft Dynamics Users? Rose Spitzer (RS): Power BI is a tool that can be used by any Microsoft Dynamics User. It’s a cloudbased suite of business analytics tools that provides a way of bringing company data to life across the organization and on all types of devices. It helps Users organize data visually to create dashboards, spot trends, and produce interactive reports while keeping it all in one place accessible from any place. AXUG: Why was the PBIUG created? RS: PBIUG was created to provide a central community for individuals using Power BI business analytics tools to engage in value-added networking, collaboration, and knowledge sharing. PBIUG makes it easy to find Users in the same role, industry, or with similar experiences to help professionals advance their use of Power BI. AXUG: What types of resources are available on the pbiug.com site? RS: Users have a host of resources available to them. They can get up to speed and advance their knowledge on essential Power BI tools such as Power Query, Power Pivot, and Power BI Desktop by attending live webinars or accessing past ones in the Recordings Library. It’s also a place to connect, ask questions, get answers, and discover tips and tricks from others in the discussion forum. PBIUG recently held its inaugural PBIUG Focus 2016 event. Attendees participated in deep-dive educational sessions, networked via roundtables, and explored solutions together to enhance their Microsoft Dynamics Power BI investment. Attendees made connections with subject matter experts, Microsoft MVPs, and Users in similar job roles and industries. It was a great success, and we can’t wait for PBIUG Focus 2017 in Q2 2017. AXUG: How does and why should someone sign up to be part of PBIUG? RS: Any individual can sign up and be part of PBIUG, and that’s a big distinction from other Microsoft Dynamics User Groups – PBIUG is an individual-based community, not company-based. PBIUG provides access to online and in-person educational opportunities, discounts for in-person events, and access to other Power BI professionals through the Q & A Discussion Forum. Coming soon, Users will also be able to take advantage of discounts on specific PBIUG Academy courses, belong and participate in special interest groups and, of course, we’re constantly expanding our library of virtual education. AXUG To take advantage of all the resources available, sign up (for FREE) at www.pbiug.com.

16 | AXUG Magazine

viewpoint f r o m

18 | AXUG Magazine

t h e

f r o n t

l i n e

for the new Microsoft dynamics ax

story by GG Rowe, Planar, a Leyard company, AXUG® User Member

f you are an existing Customer, please read on to see what you can do now to prepare for the upcoming release and subsequent upgrade at your company! Here are some steps to get ready for the new Microsoft Dynamics AX:

»» There are lots of webinars and blogs being published. • Start signing up and attending AXUG webinars; there is a lot of good information out there! • Check out the webinar recordings: www.axug.com/engage/recordings ◊ The New Microsoft Dynamics AX folder contains a series of webinar sessions. ◊ The Warehouse Managers, Cloud, and Upgrades folders also have some useful information about cloud/Azure and R3 functionality. • Watch and read the online forums for information and posting of blogs. • Check out Microsoft Help: www.ax.help.dynamics.com/en

»» Read the release notes for functionality and technical changes. • https://technet.microsoft.com/en-us/library/dn527180.aspx • Pass the information on to your internal departments so they can highlight functionality changes they’ll want to evaluate.

»» If you’re on 2012 but haven’t upgraded to 2012 R3, start thinking about a project to get upgraded to R3. • Upgrading from 2012 to the new release of Microsoft Dynamics AX will require first upgrading to R3. It will be a two-step process. Plan for the two steps all as a part of one project, or take it as two projects. • Also, Cumulative Update (CU)10/R3 is what the new release of Microsoft Dynamics AX is based on from a functionality standpoint, so best to start looking at the functionality.

»» If you are on 2009 or earlier, oh dear… • I hear that Microsoft is working on defining an upgrade path, but I don’t know any of the details.

»» Document your customizations, and see what might be replaced with standard functionality. • Access an R3 environment to compare functionality. • If you need to carry your customization forward, start working on it with your Partner, ISV, or internal IT organization.

»» Contact your Partners and third-party providers for compatible CU 10/R3 versions of their software. • This can take a while, so this is a good step to start right away.

»» Review your processes to see what you might want to revise given the new Microsoft Dynamics AX capabilities.

Q3 2016 | 19

»» You’ll need to review security, enterprise portal, warehouse/transportation management, etc. • Enterprise portal as you know it today will go away. • Security: ◊ Some security AOT object names have changed; ◊ Some access levels have been adjusted, which could affect the effective license type – some for the better (!); and ◊ R2/R3 added warehouse and transportation management functionality, so there are new roles, processes, duties, and privileges that need to be reviewed. • The database is splitting (AOT versus data), making compile times faster! (But that’s as far as I’ll go technically since this is not my strong suit!)

»» The new Microsoft Dynamics AX workspace concept will totally change presentation to your User base, so some upfront thought might be in order! At Planar Systems, we’ve started our R3 upgrade project. This way we can get ready from a functionality and customization standpoint. I can’t say that it will get us halfway there, but it will definitely get us on the right path and make it easier to transition when we launch the project to upgrade to the new Microsoft Dynamics AX! I’m sure that Summit will have many pertinent sessions worth attending on functionality, upgrading, and my favorite – project management! Happy new Microsoft Dynamics AX trails to us all! See you at Summit. AXUG GG Rowe is the IT applications manager and project manager for Planar Systems, a Leyard company. Want to talk about release and upgrade plans? Contact GG at GG.rowe@planar.com.

EVER FEEL LIKE SOMETHING IS MISSING?

We have your missing piece. Thomson Reuters ONESOURCETM Indirect Tax offers a cloud-based transaction tax management solution that seamlessly integrates with Microsoft Dynamics® AX for accurate sales tax calculation, easy document management and effortless filing and remittance. Visit us in booth #431 at AXUG Summit to learn more.

tax.tr.com/MSDynamicsAX

20 | AXUG Magazine

t&t

tips & tricks

Finding the Functions in Power BI by Aaron Back, CareSource, User Member

here are many powerful functions built into Power BI, and if you have been wondering where to find a list of them, then look no further than inside Power BI itself. To see this list, simply click on “Edit Queries” in Power BI, click “New Source”, and select “Blank Query”. In the formula bar, type in = #shared and hit Enter. This will list all the functions. Also, by selecting a row, the information about this function will be displayed:

Aaron Back is a senior application specialist for CareSource and can be reached at Aaron.back@caresource.com. Looking for more Power BI tips? Check out www.pbiug.com for everything Power BI and learn more about the newest User group, PBIUG, on page 16.

Q3 2016 | 21

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

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onnie Thompson, MIS financial services manager for Alltech, Inc. and Kentucky chapter leader for AXUG®, delivered a great presentation at Summit 2015 on generational differences and how they impact the workplace. Users highly enjoyed Connie’s content and delivery, so we’re bringing the presentation highlights to you in an article form.

Key Presentation Objectives Connie’s presentation served three main objectives:

»» Identify the unique characteristics of those generations in the workforce today »» Understand the events that influence the perspective of each group »» Embrace tips on communicating effectively across the generations Now, how do your communication skills stack up?

Characteristics: The Power of Four Today’s workforce is made up of four distinct generations, each of which brings a unique set of experiences and traits – none of which are bad, just different from those exhibited by other groups. These different traits range from leadership styles to feedback desire and delivery to work ethic to education level. For example, to Traditionalists, Boomers, and Generation Xers, Millennials may not seem to have a good work ethic, but they are always connected, always check email, always online. The boundary between work and personal time is blurred. They’re also looking for empathy and understanding in their leaders as well as constant feedback. From the education perspective, high school was good enough for the Traditionalists. Boomers felt that college was important but not required to be successful. Gen X found that a college education was required to secure an acceptable job. The Millennials went directly for an advanced degree, due in part to the Great Recession and lack of job opportunities. In 2013, the U.S. Bureau of Labor Statistics reported that the workforce was divided as follows:

By 2020, the workforce will have experienced the birth of a fifth generation, the I Generation (those now in high school who will have completed college), while the Traditionalists will be nearly gone. Boomers will begin to retire, and there are not enough Generation Xers to fill the gap, so the Millennials will step up. Q3 2016 | 23

Influential Events World and life events have shaped each generation through their shared experiences which then translate into workplace traits (generally speaking, there are, of course, exceptions to each rule). To illustrate her point, Connie covered the shared experiences and most common workplace traits for each generation:

Traditionalists »» Shared Experiences: Great Depression, New Deal, World War II, women in the workplace, Korean War, agricultural to industrial economy, and segregation »» Workplace Traits: Hard work, dedication and sacrifice, respect for rules, duty before pleasure, honor, conservative, fix it and hand it down Boomers »» Shared Experiences: Vietnam, civil rights, sexual revolution, rock and roll, Cold War, space travel, assassinations, consumerism/credit cards, hippie/counterculture, and integration »» Workplace Traits: Optimistic, team-oriented, personal gratification, involved, personal growth, and fulfilling employment Generation X »» Shared Experiences: End of Cold War, Watergate, global human rights, MTV, AIDS, Desert Storm, energy crisis, shift in gender roles, and Title IX »» Workplace Traits: Diversity appreciation, techno literacy, fun and informal, self-reliance, pragmatic, and educated Millennials »» Shared Experiences: School shootings, 9/11 and terrorism, technology, child-focused world, the Great Recession, diversity education, and cell phones »» Workplace Traits: Optimistic, sense of civic duty, confident, achievement-oriented, respect for diversity, public/private blurred, and passionate

Connie suggests these resources for additional information for listening across generations: »» www.time.com/3897307/generation-gap-in-the-workplace »» www.cellaconsulting.com/blog/core-values-bridging-generation-gap-workplace »» www.fortune.com/2015/06/23/know-your-millennial-co-workers 24 | AXUG Magazine

Communication Challenges Each generation has its doubts about other generations, and this doubt can lead to conflict in perceived work ethic, view of authority, definition of leadership, and communication. The illustration below conveys much about each generation’s style in a simple way:

Connie went on to break down each generation’s communication style, especially what might be thought but never expressed aloud. Traditionalists »» No news is good news. »» How can I help YOU? »» Flexibility is a code word for less work getting done. »» If I’m not yelling at you, you’re doing fine. Boomers »» I paid my dues to get more money, a better title, and a swankier office. What are you going to do? »» You’ll get your feedback; that’s what annual performance reviews are for! »» We’ve been in business for 50 years; we must be doing something right! Generation X »» Company loyalty. What’s that? »» I can manage my own career, thank you very much. »» Give me the skills or give me death. Millennials »» Sorry to interrupt, but you haven’t told me how I’m doing in the last hour. »» Let’s cut out the red tape and do it now! »» How can YOU help ME?

Improving Communication Across the Generations It’s important to note while working across generations can be challenging, each generation brings a valued perspective to the workplace. And the world has continued to spin, despite our differences! Connie finished her session with tips for reducing the friction when working with others, whether they be from a different generation or your own: »» Know who you are talking to »» Create a personal connection »» Discuss expectations right away »» Give positive feedback/appreciation »» Ask for feedback on your communication »» Mentor Finally, “have the conversation and listen. You have two ears and one mouth. You do the math!” AXUG Q3 2016 | 25

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Care& Feeding

Microsoft Dynamics AX 2012

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story by Steve Walsh and Sally Hesson, mcaConnect, LLC, AXUG® Partner Member

ou’ve gone live; now what? You just cut-over to Microsoft Dynamics AX 2012, but the adventure is only beginning. Now you have to effectively manage the application and keep it running smoothly. Performance monitoring, patches and upgrades, backups, and ongoing maintenance are just a few of the items that need regular attention both in Microsoft Dynamics AX and on your server environment. Maintaining a plan for regular review of your Microsoft Dynamics AX 2012 environment will go a long way to preventing issues down the road. Working with a certified Microsoft Dynamics AX Partner to develop a specific Customer site maintenance plan is recommended. The following items are a few topics that Customers can review to help to maintain a healthy system.

Periodic Checks/Maintenance There are a number of cleanup jobs that should be reviewed and run monthly or quarterly within Microsoft Dynamics AX. These jobs are located within the Microsoft Dynamics AX system in each module, usually under the periodic section and labeled as “Cleanup”. Below are examples of two main areas with cleanup jobs: Temporary Sales Order/Purchase Order Processing Data: This table stores the temporary order lines when an order has been posted. Temporary lines are not deleted after posting, so you will want to periodically clean these up by creating a SQL query or by using this Microsoft Dynamics AX cleanup process: For Microsoft Dynamics AX 2009: »» Accounts Receivable>Periodic>Clean Up>Sales Update History Clean Up »» Accounts Payable>Periodic>Clean Up>Purchase Update History Clean Up For Microsoft Dynamics AX 2012: »» Sales and Marketing>Periodic>Clean Up>Sales Update History Clean Up »» Procurement and Sourcing>Periodic>Clean Up>Purchase Update History Clean Up Other items to consider include Alert Notifications, Batch Job History, Sales Lines, Inventory Settlement, Temporary Master Planning Data, and Unfinished Master Planning Runs. As with all changes in the Microsoft Dynamics AX environment, make sure you run any queries or jobs in the test environment first before setting them up and executing in a PRODUCTION environment. The frequency of the checks will depend on your business activity and transaction volume.

Database Log within Microsoft Dynamics AX The database log is a configurable option within Microsoft Dynamics AX. Customers can set up the logging system to capture when certain data values have changed. If you are using database logging, query this table periodically. If the count returns more than 200,000 records, you will want to review the records for possible deletion. Note: It is not recommended to set up logging on Transactional Type tables such as Purchase Table, Purchase Lines, or Inventory Transactions. To run cleanup on the database log table: Run the cleanup tool by going to System Administration>In quires>Database Log> select “Clean-up Log” from the upper left corner of the “Database Log” window.

Unique GUID Each environment within Microsoft Dynamics AX must have a unique GUID to avoid some cache confusion. If your Users are having to clear their Usage Data often, you may want to check this setting. The system confusion comes into play when Users switch from TEST to PRODUCTION on a regular basis. When PRODUCTION is used to refresh other environments like TEST and DEVELOPMENT, the system engineer performing the refresh should go into the NON-PRODUCTION environment and clear the GlobalGUID value. To clean up the GUID in Microsoft Dynamics AX 2012 for NON-PRODUCTION environments: »» Stop the AOS. Q3 2016 | 27

»» In SQL, edit the system settings table and change the GUID to ‘00000000-0000-0000-0000000000000000’.

»» The next time the AOS is started, it will generate a new, unique GUID. Along with resetting the GUID setting for NON-PRODUCTION environments, the system engineer should make sure the NON-PRODUCTION environments are not touching production at all. For example, disable batch jobs or integrations as those settings could be pointed to PRODUCTION Resources.

System Health Checks On a quarterly or semi-annual basis, a comprehensive review should be done of the overall Microsoft Dynamics AX system. The purpose of the health check is to: Compare the system settings to best practices, review data volume, and ensure processing efficiency. Many times performance and AOS crashing issues are due to incompatible settings on two servers that talk to each other. A comprehensive health check can also review how a Customer’s data is being used with the current indexes. The check will reveal expensive queries that may not be recognized until there is a larger amount of data in the system. An experienced and certified performance expert within your Partner organization can execute a health check. In some cases, a developer will need to review how the Microsoft Dynamics AX code is retrieving your specific dataset and may recommend optimizing one or more queries within Microsoft Dynamics AX.

Microsoft Dynamics AX is not like a normal IT application. It does take time and detailed attention to keep it in a healthy state.

Database Tuning It is important to continually review your SQL database. It is recommended that only the PRODUCTION database reside on the SQL server in the PRODUCTION environment. Do not put DEVELOPMENT or TEST on your PRODUCTION SQL, and only allow Microsoft Dynamics AX to be on that server. Re-indexing on a periodic basis is another good practice and can be done using a batch job that should be scheduled for after hours or at a low-impact time period. Any changes to an index should be performed within Microsoft Dynamics AX. Microsoft Dynamics AX will sync the code base down to the Microsoft Dynamics AX tables within SQL. Database administrators need to be a little more cautious about making any changes to SQL directly without consulting an experienced Microsoft Dynamics AX technical resource. Microsoft Dynamics AX is not like a normal IT application. It does take time and detailed attention to keep it in a healthy state. IT organizations should consult with their Microsoft Dynamics AX Partner on best practices and the correct procedures for their specific environments. The above information highlights some of the key areas to be aware of, and hopefully provides some food for thought on how to manage and look at your Microsoft Dynamics AX system a little bit differently. As always, with any ERP system, changes should be performed in a TEST environment prior to going to a PRODUCTION system. AXUG Steve Walsh is director of technical services - Microsoft Dynamics AX managed services, and Sally Hesson is service delivery manager - Microsoft Dynamics AX managed services, at mcaConnect. Steve can be reached at Steve.walsh@mcaconnect.com, and Sally can be reached at Sally.hesson@mcaconnect.com.

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...with AXUG Members

Daniel Zook Director of IT Lehman’s

This time around we asked Users on AXUG® Collaborate how they handle Microsoft Dynamics AX releases. Here’s what a few Users had to say:

Wow; I’m looking forward to seeing the answers to this one! Our company doesn’t have a formal process in place yet (we have only been live for two years), but we have organized a “steering committee” that will help guide our decision making on going to the next version. That said, we have to have a business case to upgrade, and so that is something I will be learning how to do. Upgrading is a big project, and we can’t afford to upgrade all the time “just because”. I don’t want to still be running 2012 in 2020, so helping encourage us to upgrade is one of the more challenging parts of my job!

Dave Coombs Development Services Manager Harman Management Corp. I’m surprised you don’t have more responses to this question; almost everyone goes through the upgrade process at some point. We review our system requirements every few years to see if we need to upgrade with these questions in mind: What are the costs, what are the necessary modifications, and when is the right time. End User input is vital to a successful upgrade. Usually it takes six to 12 months to complete an upgrade on a major release (mostly because of modifications and reporting requirements for 300 companies in four states). Having a good Partner to help map out the process and do some of the harder modifications that we wouldn’t have time for is essential. (I should mention we have financials on Microsoft Dynamics AX 2009 and payroll on Microsoft Dynamics AX 2012 R3 – that’s why upgrading is so important.) With Microsoft Dynamics AX coming out with releases so quickly, it can make your head spin.

GG Rowe IT Applications Manager Planar Systems, Inc. I agree with Dave; major releases can take six-plus months. At a minimum, it requires regression testing of all your business processes to ensure everything is still working as you intended. However, as a precursor, you first need to look at what is included in the release functionality-wise to see if any business scenarios are affected; potentially processes should be changed or customizations can be removed or needs revised. Then if the release includes technical and infrastructure changes, additional review by the IT technical team is needed to determine and plan for upgrading servers, database, etc. It is best to pull the SMs from the business to perform the review of processes and regression testing. This can be quite a disruption to the business, so it takes selling to the management what the release will do for the company. If there is new functionality or fixes that the business wants, then it can be an easy sell. But if it is more of a technical update, then it can be much harder to sell. Typically, at our company, the effort starts in IT. Analysis is done to review the impacts and to begin some initial testing to help identify issues that require focus by the SMEs. Generally, the business will want to test using company data, so this in itself can be an IT exercise before the functional team gets involved. We started an effort to move to R3 from 2012 RTM, which requires major technical changes (database split, server updates, etc.), coordinating with our ISV and VAR for compatible code releases, and a review of customizations to get a clean compile! I’ve already submitted a brief article for the next AXUG magazine to discuss this very topic. AXUG Q3 2016 | 29

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

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story by Kelly Kane, Algood Food Company, AXUG® User Member

fter being live on Microsoft Dynamics AX for more than two years now, I can look back on my company’s implementation process and laugh about some of the craziness that occurred during that time. Of course, I now have some space from that process, and I have gained a bit of perspective. At the time though, I would not have laughed, and I can empathize with the pain that those of you in the process of implementing Microsoft Dynamics AX are feeling. So, in thinking about this, I have realized that the Microsoft Dynamics AX implementation process is a lot like running a half marathon. I am signed up to complete one in just a few weeks, so hear me out and consider the parallels between that and implementing Microsoft Dynamics AX. When you finally decide to take the plunge and go for it, you are excited! You tell your mom, your friends, and your coworkers. They look at you like you’re crazy. They ask you if you’re sure this is something you’re ready to do. You tell them that you have a plan. And because you have this plan, everything will go smoothly. They smile and nod politely. They have the best hopes for you, but everyone has their doubts. You begin the tedious process of gathering information and preparing. Getting everything ready for this process is difficult! You really have to push yourself to new limits as you have plenty of other things to do in addition to everything that is now on your to-do list. However, you keep pushing through. All of a sudden, after several months of prep work, you are starting to see something take shape. It’s a bit rough, but you now have hope! You start to think, “This is something I can do!” and you keep pushing through. Then…something happens. It always does. Yes, something unexpected happens. You have a wrench thrown into your perfect plan, and you take a hard turn down an unexpected path. You will recover, but this has now put you behind. You may have several wrenches thrown into your plans. Sometimes you want to throw in the towel, but at this point in time, you have so much time, energy, and resources invested into this, that you continue to trudge through. Then, after the months, or maybe years, of prep work, it’s “go” time. At the beginning, you go into it completely fresh. You are ready. This is what you’ve been preparing for. It seems a little too easy. Everyone is figuring out their pace, and it’s pretty quiet. Then, it starts to get hard. Little pains start popping up, and you begin to have doubts about everything you’ve done. You are nervous, but you’re committed to this now. There’s no turning back. Next comes complete exhaustion. Everyone told you it would be hard. You start to calculate the loss you’d take if you’d just turn around and go back. You’re frustrated and tired. You are ready for this to be done. This is actually very normal! Finally, the end is in sight. You may be battered and beaten, but you made it, and you will recover. You have completed an amazing feat, and in just a short period of time, you will begin to consider the next big thing on your list. For those of you still implementing, it will be over soon. We have your back, and AXUG® has a Recent Go-Live SIG for those of you that have made it through and need a little bit of extra support. We look forward to sharing our experiences with you and helping you through this marathon of a process. Who knows: Maybe you’ll be in my position in a couple of years and ready to share your experiences and help others who are going through the same craziness that you endured. AXUG Kelly Kane is an information systems specialist at Algood Food Company. You can reach Kelly at Kkane@algoodfood.com. As of publication date, Kelly completed the half marathon. She got through it with a broken toe from sword fighting with her 9-year-old son (she won) and an unrelated knee injury. Additionally, it rained from mile 3 until she finished. This picture and her finisher’s medal are products of some serious hard work and having to deal with some wrenches being thrown into her plan. Q3 2016 | 31

t&t

tips & tricks

Going with the (Work)Flow by Adam Schneider, Stoneridge Software, AXUGÂŽ Partner Member

n many businesses that use Microsoft Dynamics AX, workflows can play a key role in maintaining control of key business processes. Here are four ways to make workflows work better.

Workflow Lifecycle When deciding to implement a workflow, there are key steps that should be carried out to ensure the workflow will function as desired. 1. Draw out the workflow to agree upon the layout and criteria. This can be done in programs such as Microsoft Visio, Excel, or Word or simply on a piece of paper. The idea is that this will allow the key stakeholders to look at the concept on paper and make any changes to the flow and who is doing what more easily than viewing it in Microsoft Dynamics AX. It will also save you time and modification in Microsoft Dynamics AX by getting this approved first. 2. Create the workflow in a TEST environment. This will allow you to make changes and try out different things before putting the workflow in a live environment where changes will affect end Users and processes. 3. Create specific scenarios and test the workflow. For example, if you are doing a purchase requisition workflow, create several different requisitions at different amounts and make sure the workflow routes them to the correct approvers. 4. Export the workflow once setup and testing are complete. To do this, go to the workflow page and click on versions. In my example of a purchase requisition workflow, go to Procurement and Sourcing/Setup/Procurement and sourcing workflows. Select the workflow to be exported and click on the Versions button in the Manage section of the Workflow ribbon. When the Workflow versions window opens, select the version to be exported. In most cases, the Export button will be hidden, so to find it click on the chevron in the right corner and then select Export. Lastly select where you would like the workflow saved so you can later import it; click OK. 5. Import the workflow into your live or production environment. To do this, using the purchase requisition workflow, go to Procurement and Sourcing/Setup/Procurement and sourcing workflows. Then click on the Import button in the Manage section of the Workflow ribbon. Find the file/workflow to import and click OK. 6. Verify the workflow is active and set up as intended. To verify

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the workflow is active, again using the purchasing requisition example, go to Procurement and Sourcing/Setup/Procurement and sourcing workflows. Select the new workflow and click on the Versions button in the Manage section of the Workflow ribbon. The latest version should have a green arrow in the Active column to indicate it is active. If that is not present, click on the Make active button. Also, to view the workflow, click on the View button and make sure it imported as intended. 7. Monitor workflow notification. When the workflow is set up, you will want to make sure it includes notification to someone if the workflow is Stopped, Terminated, or Unrecoverable so that the appropriate action can be taken if one of these conditions exists. These notifications will show up in the bell icon on the bottom of the screen. Another way to monitor the status of workflows is to go to Home/Inquiries/Workflow/Workflow History. Here you can filter by the different statuses and view the history to understand where the workflow is at.

User Groups One way to assign multiple Users to a task or an approval activity is to use User groups. This can save a lot of time and maintenance, especially if the same group is used in multiple places or multiple times. Then if someone needs to be changed out of or added to a workflow, it can be done through the group rather than going into each workflow and each step of a workflow to make the change. To set up a User group, go to System administration/Common/ Users/User groups. Hit Ctrl+N to create a new group, enter a 10 character or less group, and populate the User group name. Then click on the Users tab and move the names of the people to be included from the Remaining Users table to the Selected Users table. These User names come from System administration/ Common/Users/Users. Now that a User group has been created, it can be assigned to a workflow step. To do this, using the purchase requisition workflow as an example, select a step to add the User group to and click on Assignment. When the Properties window opens, on the Assignment type tab, select Participant. Then go to the Role based tab and change the Type of participant to User group participants, and in the Participant field, select the desired User group.

workflows. Now select who you will delegate the tasks to. One note related to who you select: That person should have the correct access to the workflow, and if using a hierarchy, should be someone at your same position/level or someone higher up on the hierarchy. If the workflow does not use a hierarchy, then someone with the same access to the workflow would be sufficient. Now enter a start date and time and an end date and time for the effective delegation. If they are left blank, it will be effective until the Enabled box is unchecked. The last step is to click the Enabled box. This indicates the delegation is active, and the window can now be closed.

Batch Jobs

Delegation When Out of Office At some point, everyone will be out of the office, and when that happens, your workflow tasks can be delegated to another User. To delegate your tasks, go to File/Tools/Options, and then the options window will open. Select the Delegation section on the left-hand side, and then click Add. Change the scope from All to Workflow, and select the workflow name; having the workflow ID is helpful for this step as it shows all

A key part of workflows is in creating batch jobs so that tasks get routed through the workflow and due dates get assigned. To set up the batch jobs, go to System administration/Setup/Workflow/ Workflow infrastructure configuration. Walk through the wizard to create the three batch jobs needed. For due date processing, the time interval is set in hours. The standard is set to one hour, which should be sufficient and could be even longer if due dates are not changing frequently. The line item and messaging workflow notifications are set to every five minutes. This controls how quickly a task gets moved from one person to another. This should not be set any shorter than five minutes because if it is, the batch job may not finish before the next one is started, and that can bring the workflow to a halt and cause problems. Instead, multiple Workflow Q3 2016 | 33

message processing batch jobs should be created and staggered over those five minutes. To create a new batch job that replicates the one created through the wizard, go to System administration/Inquiries/Batch jobs/Batch jobs. Find the Workflow message processing batch job and click on view tasks to see how it is set up. Make note of the settings as they will be needed to set up the additional batch jobs; the easiest way to do this is with a screen shot.

To create the new batch job, go to the batch jobs window and hit Ctrl+N to create a new one and enter a Job description. Then click on View tasks, again hit Ctrl+N to populate the fields Task description, Company accounts, Class name, and Batch group with the same values as the batch job created by the wizard, and close the Batch tasks window.

A key part of workflows is in creating batch jobs so that tasks get routed through the workflow and due dates get assigned. The next step is to set up the Recurrence. From the Batch job window, click on Recurrence and verify the Time zone is correct. Adjust the starting time so that it varies slightly from the one created by the wizard and make sure there is no end date. Then adjust the Recurring pattern to be the same as the one created by the wizard, which would be five minutes in this case. Close the Recurrence window. Lastly go to Functions and select change status. Change the status to Waiting, and this will initiate the batch job. Create as many batch jobs as needed to get down to the time interval desired. In this example, if we wanted the workflow to process once per minute, then we would setup an additional four batch jobs for a total of five staggered one minute apart. AXUG

Adam Schneider is a senior consultant at Stoneridge Software with experience in process manufacturing. He can be reached at Adam@stoneridgesoftware.com.

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

User Member Showcase

COMPANY Codan/Trygg-Hansa

INTERVIEWEE Carina Henrikson, Microsoft Dynamics AX System Administrator

WEBSITE www.trygghansa.se and www.codan.dk

LOCATIONS Stockholm, Sweden; Copenhagen, Denmark; Oslo, Norway

PHONE +46 70 168 30 31

EMAIL Carina.henrikson@trygghansa.se

ESTABLISHED 1828

NUMBER OF EMPLOYEES 3,200 in Scandinavia – Codan Group

MICROSOFT DYNAMICS AX USER SINCE Scheduled for December 2016

VERSION Microsoft Dynamics AX 2012 R2

NUMBER OF USERS 800

36 | AXUG Magazine

hen Codan/Trygg-Hansa, a Nordic Insurance company, decided to implement Microsoft Dynamics AX back in 2012, the first thing Carina Henrikson asked for was a User group. At that time, there were no Nordic chapters, and Carina was set to change that. Since May of 2014, the AXUG® Sweden chapter has held at least three day-long meetings annually, packed full of role-tailored and useful education for at least 60 Microsoft Dynamics AX Users. “I’ve been working with financial systems for 17 years and have been a chapter leader in the past. I always tell the companies I work for the importance of being part of a User group,” Carina says. “User groups provide so much help. By learning from others, you get the honest truth versus relying solely on a Partner.” The Sweden chapter has a leadership committee of four professionals, including Carina, and they rely heavily on attendee feedback to decide on future topics and meeting formats. As Carina explains, “It’s not just the informative sessions Users benefit from. I encourage attendees to spark up conversations during coffee breaks because you never know when you can solve a major business problem just by talking to another User!” This is definitely true for Carina and her team at Codan/Trygg-Hansa as it was through the User group where they found more enterprisesized companies with which to discuss their issues. Codan/Trygg-Hansa has more than 3,000 employees spread across three countries and is currently undergoing a two-year implementation of Microsoft Dynamics AX. A combination of disconnected systems and processes, unforeseen customizations (approximately 100), and improper suggestions from their consultants resulted in a number of postponed go-live dates, but this December marks the final one. “We started out wanting to

do less custom work, but as a larger company, we simply need more processes automated,” Carina shares. Timing wasn’t exactly on their side, starting the implementation right before the release of Microsoft Dynamics AX 2012, but Codan/TryggHansa took note of some words of wisdom from others undergoing a massive implementation. Carina advises, “Make sure to investigate what Microsoft Dynamics AX can do for you at the beginning, and throw out the assumption that it can do everything you want it to.” It proved difficult to receive helpful assistance from consultants as most in the area weren’t used to working with companies of Codan/TryggHansa’s size. “That’s where being in contact with larger companies through the chapter meetings really made a difference for us. We were able to solve problems in the same way and learn from each other’s mistakes and successes,” Carina explains. Not only does AXUG help companies connect, but Carina also advises Users to leverage the power of the group to change the product at its core. “When companies work together and do the same customizations across the board, Microsoft might pay attention and add that functionality to the next version of Microsoft Dynamics AX,” Carina says. “With a strong User group, companies don’t have to fight it on their own.” Codan/Trygg-Hansa looks forward to harnessing a more modern system to keep everyone on the same page at their company moving forward. “It feels good to sort out the mess of the old disconnected systems, removing them as we go and leveraging Microsoft Dynamics AX instead,” Carina concludes. “Being on one system will help us understand each other, leverage the same reports and functionality, and talk the same language. It’s removing so many barriers and is a great platform for the future development of our company.” AXUG

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User Member Showcase

100 Years of Global Production

COMPANY Swedish Match

INTERVIEWEE Gunnemar Strid, Business Controller

WEBSITE www.swedishmatch.com

HEADQUARTERS Production is located in six countries, with sales concentrated in Scandinavia and the United States. An independent distribution company is located in Sweden.

EMAIL Gunnemar.strid@swedishmatch.com

ESTABLISHED 1915

NUMBER OF EMPLOYEES 4,488

MICROSOFT DYNAMICS AX USER SINCE 2011

VERSION Microsoft Dynamics AX 2009

NUMBER OF USERS 700

Company Profile Swedish Match develops, manufactures, and sells quality products with market-leading brands in the product areas snus and moist snuff, other tobacco products (cigars and chewing tobacco), and lights (matches, lighters, and complementary products).

38 | AXUG Magazine

wedish Match has been around for more than a century, and like most seasoned companies, has undergone many changes. Today, Swedish Match has four divisions spread out across nine countries and sells products across the globe with production units in six countries. When the company implemented Microsoft Dynamics AX in 2011, they came from a world of numerous different systems, and disconnected systems at that. After so many years of being in business, 2011 marked the first time everyone turned to the same system. This long and somewhat painful implementation journey turned out to be quite the challenge for Swedish Match, but one they would never regret. The biggest hurdle Swedish Match had to clear when implementing Microsoft Dynamics AX was the integration and data syncing to connect their disconnected divisions. For example, the major part of Gunnemar Strid’s job is controlling costs, so he needs insight into correct stock value and selling volumes. In order to pull this information, Swedish Match syncs Microsoft Dynamics AX with Moblix (run by Swedish Match’s sister company) every evening. With five years under their belt, Swedish Match has learned a ton from their journey. They plan to apply all of that learning in their next upgrade to Microsoft Dynamics AX, which is about two years away. Gunnemar explains, “We simply didn’t know what to expect that first time around. By making those integrations and connections in the system, we had to adjust the way we did business. Now when we make changes, it directly affects other departments and divisions.” Gunnemar admits that Swedish Match implemented a few too many customizations. “One of our more prominent mistakes was customizing Microsoft Dynamics AX because we didn’t know any better. In the next part of our journey, we know we can get more out of the standard version and lean on AXUG® for best practices.”

Chapter Involvement Across the Globe

Sweden Gunnemar Strid is the Sweden chapter leader alongside three others between Gotthenburg and Stockholm. With an average of about 60 people in attendance, Gunnemar and the leadership team focus on making the meetings somewhat of a “micro summit” with roundtable discussions, breakouts, and lots of networking. Recent hot topics have included looking at the new Microsoft Dynamics AX and bringing in Microsoft to show Users around the new version.

Kentucky Marcus Swift is an application specialist at Swedish Match, stationed at their Kentucky office. As a regular attendee of Kentucky chapter meetings, Marcus has enjoyed seeing how other Microsoft Dynamics AX Users are utilizing the solution for various processes. Marcus shares, “I think that the leaders of our Kentucky chapter are among the best chapter leaders in AXUG. They do an outstanding job of organizing these meetings, and the content of the meetings they put together is exceptional.” Some examples of those exceptional topics include master planning and what auditors look for in their reviews. AXUG

MINUTES WITH AXUG’S VOLUNTEER OF THE QUARTER

Who I’m following on social media right now… Joris de Gruyter (@jorisdg) and Murray Fife (@murrayfife). On my desk right now… My fan, desk phone, and the coffee pot. My goals for the rest of 2016… Learn more about the new release of Microsoft Dynamics AX and improve Microsoft Dynamics AX.

Brent Hester Developer/Solutions Architect Kason Industries, Inc.

What I do when I’m not at work… Camp, fish, ride four wheelers, and spend time with my family. The best advice I ever received… Nothing in life is given to you; you need to work hard to be successful.

Q3 2016 | 39

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Center of

Excellence A

40 | AXUG Magazine

M o de l

story by William Van Winkle and Ian Hartman, Argo Turboserve, AXUG® User Member

f o r

E R P

S u ccess

TC (Argo Turboserve Corporation) has long been a Microsoft Dynamics AX Customer. Unfortunately, our initial implementation (Microsoft Dynamics AX 4) and subsequent upgrade (Microsoft Dynamics AX 2009), like many reported ERP implementations, were both treated as a technical IT project, with minimum business User involvement and limited Microsoft Dynamics AX functional knowledge. Consequently, ATC was saddled with a highly customized ERP that did not provide full value of our investment. When we made the decision to move to Microsoft Dynamics AX 2012, we decided to take a reimplementation approach rather than an upgrade. In other words, we focused on business functionality, eliminated customization, and cleaned up our master data. To do this, we knew we needed to change the composition of our project team, as well as our delivery approach. We needed to build up our depth in Microsoft Dynamics AX functional knowledge and spend more time with our business operations. This was the genesis of the Microsoft Dynamics AX Center of Excellence (AX/COE). The published Microsoft Dynamics AX/COE’s charter is to: »» Provide Microsoft Dynamics AX implementation and operational support that will support ATC’s business growth and the ability to effectively maintain the Microsoft Dynamics AX investment. »» COE Solutions will strive to standardize/align business processes across the company in an effort to increase User productivity, lower the rate of error, empower Users with the tools they need to do their daily job, and lower operational costs. Under the directive of the charter, the COE’s mission is to provide the following: »» Guidance: Provide standards, methodologies, tools, and knowledge repositories. »» Governance: Ensure ATC invests in the most valuable projects and not create a series of modifications that will continually require attention. The Microsoft Dynamics AX solutions team evaluates, documents, and prioritizes all enhancement requests. »» Continuous Improvement: Provide continuous improvement opportunities that will address operational efficiencies. »» Shared Learning: Provide training and certifications, promotion of Microsoft Dynamics AX User group meetings, and skill assessments. To attain these goals and objectives, the AX/COE team invested time and effort with our business units, fleshed out the core business requirements, and translated those requirements to out-of-thebox Microsoft Dynamics AX functionality. This process eliminated legacy customizations and drove operational productivity gains (it’s amazing what happens when you use the system as designed). Any additional customizations were limited to custom fields that were needed to support regulatory and Customer reporting requirements.

Figure 1

Instead of relying on a team of consultants, our COE is primarily comprised of full-time employees. We supplement the team with consultants if we need specialized skills or excess capacity. To support our continuous improvement initiatives, we believe it is imperative to retain our implementation knowledge base. Consultants eventually leave taking their knowledge with them, and we don’t want to pay for someone to learn our business again. We find our AX/COE structure to be perfectly aligned with Gartner’s Best Practice ERP support model (see Figure 1). Before the COE, ATC’s IT struggled day to day to simply run the business. Since its inception, the COE has moved from the back office and up the maturity curve to assist with process redesign and streamlined implementations. Based on our success, we now have a seat at the table during business strategy sessions, a goal every ERP team strives to attain. AXUG William Van Winkle is the CIO at ATC, and Ian Hartman is the director of Microsoft Dynamics AX solutions. ATC, a $400 million, privately owned, world-class leader in supplying innovation around supply chain management services, consists of four global divisions—ATC Aerospace, ATC Industrial Supply Chain, ATC Nuclear, and ATC Distribution & Services. ATC’s global businesses operate under the company’s core value system of quality, customer satisfaction, innovation, teamwork, and integrity. Headquartered in Lyndhurst, New Jersey, ATC has experienced 20 percent growth per year since 2008. Q3 2016 | 41

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Your

No,

Peanut Butter Hit My Chocolate

Your

Chocolate Hit My Peanut Butter Solving Problems Requires an Open Ear

story by Bobby Small, Ouray Sportswear, AXUG® User Member

n a recent TED Talk by Arthur Brooks, he eloquently highlighted what I think is one of the very basic tenets of problem solving: Focus on the need for opposing opinions. My cheeky “whiteboard notion” illustrates his point using a ’70s era commercial for one of my favorite sugary treats. In order to effectively and more completely solve large issues, we should open our ears, embrace our differences, and use them in a positive way. Chocolate meets peanut butter…BAM! Greatness. The message of positivity and openness in Mr. Brooks’s message invigorated my desire to cultivate positive outcomes in my daily interactions and avoid situations of coercion and pulpit bullying. I constructed this statement to guide me: I need to strike a respectful tone that invites open communication, true listening, and collaboration for future debates, meetings, or conversations. Taking this action statement, I am working on three major changes in the way in which I approach professional and personal interactions with other humans: Proactive listening, respectful disagreement, and imagining the common goal. Proactive listening might be one of the toughest actions to accomplish. It requires that I put aside my internal thoughts, retorts, or comments and truly focus on the opinion of the person to whom I am speaking. That means taking the thoughtful time to process what the person has shared and then taking the time to respond accordingly. If I open up and allow a person to explain his/her opinion in full, I can start to feel the empowerment of the conversation. It sets a tone, and if done correctly, we both feel like we are making a meaningful contribution. Proactive listening can be tough, especially if you are the only person engaged in a proactive conversation. This technique is most effective and fulfilling when all the parties involved are allowing the space for each to person to participate in the discussion. If both parties are proactively listening, it is easier to allow for respectful disagreement. The core of our reactionary nature is, “It is my opinion, so it MUST be right. Right?” To give up the inherent desire to be right and “win,” in exchange for a more humble approach, takes fortitude. If I am willing to ask a person for his/her opinion, then I must prepare for less than positive feedback. I reflected back and realized that I have been most successful in my endeavors when I have surrounded myself with people who are willing to challenge me, the things I do, and the things I think. This open channel of criticism allows me to build a better foundation of thought or accomplishment. The real gem is finding a person that can and will do this even when he/she does not necessarily disagree with you. I will keep in mind the language that I bring to the conversation when I am discussing a subject upon which my counterpart and I may not agree. Simply choosing statements that are affirming and validating can transition an argument into a positive brainstorming session, with much more satisfying results. Statements such as the following examples create a more inviting platform for success: »» “I value your opinion; have you considered this idea…” »» “Here is an alternate view based on some experience I have had…” »» “I appreciate your point; here are some details of my opinion on this…” Adjusting my listening techniques and employing more positive statements are held together by my last point, imagining the common goal. Doing this puts in place a framework in which I can start to practice the previous techniques I have discussed, as well as many other positive ways to influence a collaborative opportunity. If I can envision the common goal and keep it as a beacon, it allows me to focus on staying open to all opinions. Sometimes finding the common ground is difficult. Too often debates, meetings, or opposing conversations expose predisposed views that are unnecessarily caustic. This can lead us to shout our opinions at each other rather than slowing down to evaluate the true goal. In my opinion, we can decrease this friction if our predisposition allows the space and the opportunity to define the “common ground” elements between two opposing views. The inspiration of Mr. Brooks’s talk has truly helped me form a stronger set of guidelines to practice better listening techniques and respectful interactions. I am already starting to see a difference in the outcome of meetings, conversations, and other personal dealings. I can feel the appreciation of the folks to whom I am talking, and I sense that they are aware of the subtle change and are picking up cues to affect their own future outcomes. I invite you to remove the chocolate or whatever encumbrance that might be filling your ears and be prepared to discover the boundless ideas available in everyday discussions. What you will likely find is that your proactive listening and respectful tone will result in the creation of your own proverbial peanut butter cup. AXUG In addition to not wanting to miss out on the greatest candy ever, Bobby Small is the director of information systems for Ouray Sportswear. Want to talk about other great listening activities or candy inventions? Reach out to Bobby at Bobbys@ouraysportswear.com. Q3 2016 | 43

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wordfind Congratulations to Maureen Schmelig of TricorBraun for winning the Q2 2016 Word Find.

Academy

Your prize is in the mail! Below are 25 words that relate to the topics and theme in this issue

AXUG

of AXUG Magazine. These words can be found in the grid horizontally, vertically, diagonally, ÂŽ

backwards, and forwards. Submit your completed Word Find for a chance to win a gift

Best Practices

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

A S C I M A N Y D A S N A H G G Y R T N A D O C M

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

C A R E A N D F E S E B M S X R A N E R S G L N C

N T C O M M P U N I E R E Y U E N S E A N Y A T R

M A R A T H O N G M S R M C G N Y U O R G R I E O

S C F I C R W C L I O S S O F T D P A R T T S R S

E N O T A E E O O C F W H C O M M U N I T Y F O O

A O C C R T R D B R T E M R C F I E S I B W R F N

N T U A E N B A A P W D A C U R M M M U R O A E O

B L S R A E I N L A A I T H S A P O W B E R N X I

R I A P N C M E M R S Y C O R G R O U N E K K C T

E M I C R O S O F T D Y N A M I C S A X R R N E A

T E T H E S T E R N N H C T A M H S I D E W S L Z

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

E N A R M E O P N R R A C G N I D E E F D N A E M

H E U P P M J T K S P O W E R S A S S U M M Y N I

T L J T A N U I N C A T M I L T O I E M W F M C T

N L O S R E U S A G L O B A L W U A C A O L E E P

AXUG Focus

E E K E T R A M U F L O W O R O S L U T R O D S O

R C S B G S N I J A C A D E M M A B R C K W A A X

B X N U T H O Z O G N I D E E F D N A E R A C G A

A E X M A R A A K S W E D I S H M A G R O U A L T

C A H E S T E R S D Y N A M I C S E H A N S A O N

A N B E S T P R A C T I C E S B I S E C U R I T Y

B E S T P R A C T W O L F K R O W M I T P O X A T

Brent Hester Care and Feeding Center of Excellence Codan/Trygg-Hansa Community Frank Naujoks Marathon Members Microsoft Dynamics AX Milton CAT Partners Power BI SAGlobal Sean Blais Security Summit Swedish Match SYCOR Group Tax Optimization Users Workflow

Q3 2016 | 45

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XUG® Summit is the can’t-miss annual conference for Microsoft Dynamics AX Users. Each year brings User-led education and unparalleled networking opportunities to help Microsoft Dynamics AX Users maximize the performance of their systems and their roles. AXUG Summit 2016 is shaping up to the biggest and best AXUG Summit yet! AXUG Summit attendees will see many new topics along with fresh faces to deliver the content. There will be more User speakers and moderators than ever before along with Partners and Microsoft presenting and providing expert solutions, roadmaps, and support. Together, Users, Partners, and Microsoft create a great landscape for sharing Microsoft Dynamics AX experiences and product expertise.

Sessions, sessions, and more sessions AXUG Summit 2016 will include 21 tracks with more than 165 educational sessions that include Microsoft feedback sessions, roundtable sessions, and expert panels. It’s an interactive experience with more opportunities than ever before to ask questions and share feedback. AXUG Summit 2016 will feature two new tracks: »» Microsoft Dynamics AX for Beginners This track has been specifically created for those who are new to Microsoft Dynamics AX, new to an employer using Microsoft Dynamics AX, or perhaps those who want a refresher on some of the general functions of the solution. Attendees will delve into the nuts and bolts of Microsoft Dynamics AX including navigation, setup, and much more. »» Microsoft Dynamics AX 7 Roadmap This is the only track at AXUG Summit solely dedicated to a product version. All you want and need to know about the new Microsoft Dynamics AX will be covered in the sessions under this track.

Expanded Microsoft Content On Tuesday, October 11, there will be additional Microsoft-led sessions, giving Microsoft Dynamics AX professionals the opportunity to hear first-hand the future vision of Microsoft Dynamics directly from Microsoft. Scott Guthrie, Microsoft executive vice president of cloud and enterprise, will deliver a great keynote session where he will share details on the recently announced Microsoft Dynamics 365 product. Visit www.axugsummit.com to view the schedule of sessions. You can create your own educational plan by using the filter feature to view sessions by day, experience level, or role. AXUG Summit is the opportunity to learn a vast amount of topics by User, Partner, and Microsoft experts.

Networking - Key to the AXUG Experience Networking is a very important and impactful part of the AXUG Summit experience. The programming committee has created expanded ways for you to meet others like yourself and connect early and throughout the conference. Dedicated networking time at meals and breaks will help all attendees connect, share, and collaborate. Highlights include: »» First-timers Reception First time at AXUG Summit? Be sure to come to the First-timers Reception. You’ll mix and mingle with prior attendees, meet others like you at the start of Summit, and be able to navigate your way through all the session options and the Expo. There will also be webinars prior to Summit, so be sure to check the axug.com website for these dates. »» Dinner with Peers Small groups of attendees by role can share experiences, offer solutions, and explain what they do and how they do it in their Microsoft Dynamics AX environment. »» Closing General Session A new format for this session will offer a very interactive and exciting time for attendees to wrap up Summit. AXUG AXUG Summit 2016 in Tampa, FL, is the place to be this October 11-14. For the most up-to-date information regarding sessions and schedules, visit www.axugsummit.com. 48 | AXUG Magazine

Chapters at

Summit 2016 provides many opportunities for chapter leaders and those who are thinking about becoming a chapter leader to learn, share ideas, and network. Leader Bash Monday, October 10, 8:00 – 10:00 p.m. | Spain Restaurant & Toma Bar All chapter leaders are invited to attend this networking reception. It’s an exciting opportunity to meet fellow leaders and a great way to start the week at Summit 2016. Complimentary drink tickets and appetizers will be provided. Visit www.axugsummit.com/participate/chapters for additional details.

Energize Leadership Training Tuesday, October 11, 7:30 a.m. – 1:00 p.m. | Marriott Florida Ballroom Kick off your Summit 2016 experience with valuable leadership training that will empower you with skills applicable to your chapter leadership role and professional career.

New this year! The first part of the morning will focus on sharing and reviewing the many resources available for chapter leaders, including the “Meeting in a Box” and tips for setting up agendas for your meetings. While this time is geared for NEW chapter leaders, it’s also a good refresher for returning chapter leaders and a great way to start networking.

Learn, share ideas, meet others like you, and network. This day is packed with everything you need to create great chapter meetings:

»» Community and Systems Best Practices: A system and set up review so you can engage and grow your local chapter community.

»» Chapter Leader Panel: An interactive discussion with tips to run an effective chapter. »» Roundtables: Discuss how to take ideas and put them into action. »» Leadership & Team Building: Keep it fun and energized in your chapters! »» Member Showcase: Methods to incorporate this content into your chapter meetings.

Join us and continue to be inspired to lead your local chapter! This is a complimentary training session for all chapter leaders, and breakfast and lunch are included. For more information and to sign up, visit www.axugsummit.com/participate/chapters. AXUG

Thank you for volunteering! For the most current schedule details, please visit www.axugsummit.com/participate/chapters. Q3 2016 | 49

microsoft member showcase

Frank Naujoks, product marketing manager

and Microsoft Dynamics AX lead for Germany

rank Naujoks is the Microsoft Dynamics AX lead for Germany and first became involved with AXUG® this spring through the AXUG European Congress, which was a combined effort with the Microsoft Business User Forum (MBUF) to host one event for Microsoft Dynamics AX Users. AXUG visited with Frank about that event, his role, and the use of Microsoft Dynamics AX in Germany.

AXUG: It was great to team up with you for the AXUG European Congress in May. Thank you! Thanks, too, for the opportunity to recap it with our readers. Frank Naujoks (FN): The outcome of that event was great. MBUF has been around for quite a while, and it didn’t make sense to have two events at the same time for the same audience, so it was a practical decision to have the events together. I was glad for the opportunity to talk about the Microsoft Dynamics AX product roadmap.

AXUG: What feedback have you heard from the event? FN: It was very welcomed and appreciated with consideration to the topics that were covered. Our team was not only in the keynote, but also had two full days of tips and tricks sessions, so there was plenty of time for interaction.

AXUG: As a product lead for a country, your role is very diverse. Can you tell us a little about your day-to-day responsibilities? FN: I’m responsible for the marketing and competitive Partner events for Microsoft. I don’t have to be an expert in each area, but my job is to orchestrate the different roles we have here. For example, if a User, prospective Customer, or Partner in Germany wants to know more about Microsoft Dynamics AX, I’m their first point of contact, then I

50 | AXUG Magazine bring in somebody from corporate to assist. Another part of my role is speaking at events like MBUF, Partner events, and the Executive Briefing Center.

AXUG: Do the Users and Partners you work with prefer to stay local for events? FN: They do, as it reduces travel time. If they go to the United States for an event, a week is gone, even if the event is two days, between travel time and the time shift. Another benefit is the personal connections with the people they either know via email or haven’t yet met but have the benefit of being more closely located geographically. AXUG: Totally agree; fostering those “local” relationships was a huge benefit of the European Congress. FN: At the end of the day, it’s a personal decision if you’re going to go with an ERP system. If you look at the usual competition, there’s not much difference on a functionality level, so the whole package is the people involved, the Partner, the Customer’s organization, and the software vendor. If you can get that out of the dark and have an idea of who people are, that helps, and that’s a reason Users are going to attend an event like that.

AXUG: Excellent point. How do you try to foster that dialogue between Users at your events? FN: The next event I’m going to have is in September, a one-day event in Cologne, and we’ll only have Users on stage, so attendees can hear the straight truth from Users on tactical issues from modern retail and connecting eCommerce to business planning such as vendor selection and analyst reports. I’m excited to see how it will turn out as it’s the first time we’ve planned something like that in the last three and a half years or so.

“Part of the work right now with the new release is educating people that we’re not going to forget the on-premises world...”

AXUG: You’re relatively new to Microsoft, but not to the Microsoft Dynamics community as you worked for a Partner organization before coming to Microsoft. What’s your favorite part of working within this community? FN: Correct, I was previously in pretty close contact with Microsoft, so that wasn’t all new. One of the reasons I joined the company was because of the really interesting and exciting work that is happening in R&D. The upcoming hybrid deployment possibilities for Microsoft Dynamics AX are something that are heading in absolutely the right direction, and I think Microsoft is getting cool again. That was quoted around the Surface 4 launch, but I think it’s true for the Microsoft Dynamics part as well.

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It’s an interesting company with a lot of bright people doing the right thing, right now, and it’s really fun to work here. AXUG: Speaking of the work on the new release of Microsoft Dynamics AX, what are you hearing from Users in Germany? Are they excited about the new product? FN: It’s getting a lot of attention. I can’t disclose the name, but we have a rather large automotive company that is becoming a Customer. Part of the work right now with the new release is educating people that we’re not going to forget the on-premises world – that would be the wrong approach – but the hybrid development and opportunity to choose cloud, on-premises, or in-between are advantages that we are able to provide to Users. AXUG

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feature

Is Your Microsoft Dynamics AX System

Optimized

for Sales Tax Success?

52 | AXUG Magazine

story by David W. Emmons, CPA, CMI, Thomson Reuters, AXUG® Partner Member

hether your company has either just selected Microsoft Dynamics AX as their core ERP solution or is in the decision making process, there are many things that have to be taken into consideration as the evaluation process unfolds. Like most companies in your industry, the key functional criteria to be considered, in addition to its core accounting capabilities, might be things like scalability, ease of use, time and effort to implement, or maybe even total cost of ownership. But there is another factor that must be considered, and that is its ability to integrate with third-party content providers. What type of thirdparty content providers would be important enough to include in the evaluation process, you might ask? Well, maybe your thoughts went immediately to solutions such as address validation or commercial commodity management, but the content we are thinking about is tax content, and specifically, U.S. sales and use tax content. Tax content you say? Yes! Why? Because it is equally as important as address validation or commodity cleansing solutions, and for some retailers, it is even more important. Consider this: According to third-party market research, any single business process is predicted to have errors occurring between one percent to more than six percent of the time, on average. With errors like this applied to tax data and decision points, your business could easily be subject to significant tax accuracy risks. For example, it has been estimated for every $100 million in transaction value, with an average U.S. sales tax rate of 7.50 percent, there could be anywhere between $75,000 to $450,000 of tax errors occurring within a single business process, on a year-over-year basis. Hidden process errors can quickly compound into unknown operating costs, and if left unmitigated, contribute to significant profit and performance erosion. These estimates do not take into consideration any additional costs like audit penalties, interest, or staff and consultant time spent gathering and analyzing data to defend audits. If you adjust for penalties and interest, this could easily reach to as high as $112,500 to $675,000 per year. Now do we have your attention? Sales and use tax, goods and services tax (GST), and value added tax (VAT), or “indirect taxes” as many in the tax and accounting industry affectionately refer to them, can add up rather quickly if left unattended. Even those prudent companies that decide to configure tax content directly within their ERP solution can find themselves facing penalties, interest, and fines if their tax content (rates, rules, codes, and logic) becomes outdated. Tax content can become outdated quickly in the ever-changing world of tax legislations; this is especially true in countries with multi-tier authorities like the U.S., Canada, and Brazil. In the U.S. alone, it is estimated that there are more than 14,500 separate sales taxing jurisdictions which represent more than 45,000 different rates. In addition to these staggering numbers, there are even more complexities such as product taxability – as is the case with software, which could be downloaded or provided in some sort of physical media, which would then require different tax treatment. In addition, there is the legal concept of nexus, which simply means the level of business activity by a company or person in a specific state, which reaches a sufficient level of presence and therefore constitutes a legal obligation to collect the respective state and local sales taxes. These criteria can be applied to companies, even when their business activities do not include things like factories, employees, or even stored inventory in the jurisdiction. Then there is the challenge of providing comprehensive information about specific transactions to state and local auditors in a timely and detailed manner, yet without providing too much information to create unfair advantage to the auditing authorities due to skewed error rates based on anomalies in sample sets of data. Manually preparing tax returns and compiling audit reports are incredibly time-consuming and can lead to error-prone results. With a modern tax engine, tax management reporting is a standard feature included in the solution, which provides quick and easy reporting capabilities at the click of a mouse. In addition to management (non-statutory) reporting, there is the tax return filing process, which is also included in what best practices suggest as a complete end-to-end solution for tax automation. This part of a tax solution provides signature-ready tax returns that can be filed electronically wherever and whenever authorities mandate it. Now, if we still have your attention, I would venture a guess that you have thought of the next question, Q3 2016 | 53

which would be, “How does the tax engine (third-party provider) communicate with Microsoft Dynamics AX?” Good question! And one that is easy to answer. A leading tax solution would also provide out-of-the-box integrations from their solution to other leading ERP solutions. This would include solutions like SAP, Oracle, NetSuite, and PeopleSoft, and yes, Microsoft Dynamics AX. A solution like Thomson Reuters ONESOURCE™ Indirect Tax offers a comprehensive, cloudbased tax automation solution that seamlessly connects with Microsoft Dynamics AX for accurate sales tax calculation, easy certificate management, and effortless filing and remittance. Powered by the industry’s most comprehensive global tax content, the patented ONESOURCE tax engine intelligently delivers billions of real-time tax decisions for more than 16,000 tax authorities globally,

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54 | AXUG Magazine

right inside the Microsoft Dynamics AX platform, allowing Customers to focus on business rather than compliance and regulation. Built-in address validation and advanced geo-location technology, coupled with real-time, automatic tax rate and rule updates, guarantee the right tax calculation every time. Electronic document management makes it easy to store, track, and update exemption and resale certificates while robust, customizable reporting, and signatureready returns ensure stress-free filing and remittance. Once companies recognize the legitimate need for a third-party tax solution that integrates with their business applications and supports all of their indirect tax needs, the question then quickly moves to, “What is the cost of such a solution, and how do I justify this expense to my management?” The answer to this question is also straightforward, in that there are four key criteria by which any leading solution provider can be measured against, and if delivered, will provide a significant return on investment. They are: »» A single scalable solution that addresses the entire end-to-end tax lifecycle process. »» World-class, SSAE 16 compliance tax content including product taxability, rates, rules, and logic. »» Vendor built, supported, and maintained out-of-the-box integration to their specific ERP. »» Comprehensive summary level and transaction level reports, including User defined ad hoc and savable reports with various types of data analytics. Once you have selected the appropriate tax solution vendor for the automation of your end-to-end tax process and have successfully implemented and configured it to meet all of your functional tax and business requirements, the value realized by your organization becomes selfevident. This is especially so when you speak to a customer of the vendor who has achieved ROI and is realizing value from their solution on a daily basis. AXUG Dave Emmons is a business consultant for Thomson Reuters. You can reach Dave at onesource.indirecttax@thomsonreuters.com.

What’s New AXUG Website on the

This past quarter, we released a number of new features and functionality for www.axug.com. Based on your input and feedback, we added new items and made tweaks to existing items. Here’s a rundown:

Meeting registration share bar

Tell your network you’ve registered! After submitting registration for your next AXUG event, you’ll see social sharing options for Twitter, Facebook, LinkedIn, Google+, and email.

Join and register in one step

Paid Members enjoy significant savings on AXUG conferences and Academy courses as part of their Member benefits. If you’re not already a paid Member and want to take advantage of discounted pricing by joining, you can now select the Become a Member & Register option within the event details. This process allows you to bundle your membership and event registration in one checkout process.

Stay on top of your membership

Links to webinar recordings

Your AXUG profile contains a membership card to help you manage your company’s membership. View membership status as well as join and expiration dates, and easily renew when your renewal date is approaching. To give you quicker access to managing this information, we’ve added a consolidated membership card to the homepage, visible after logging in. Not yet a paid Member? You’ll see a Join button in this area, allowing you to quickly unlock full membership benefits. We’ve also made updates to some existing site features based on feedback from the community.

The My Registrations area of your profile now helps you access recordings for webinars you’ve attended. Under the Past Events section, webinars with a recording will now include the link to that content. Please note: Some recordings may be available for paid Members only. While the link will display for everyone, those without a paid membership will receive an Insufficient Privileges message when trying to access Member-only content.

See if you’re registered

If you click into the details of an upcoming event you’re registered for, you’ll see a message letting you know you’ve already completed your registration. Now we’re saving you the click! From the upcoming meetings screens (Webinar, Academy, SIG pages), you will now see a “You’re Registered” message when you’ve already completed registration for an event. Note: You’ll still need to click into the event details to edit your registration.

Never miss a meeting

An iCal option has been available after meeting registration to prevent you from getting double-booked. These iCals will now come with a 15-minute reminder to alert you prior to a meeting.

Remember me

The Remember Me feature on the Login screen has always saved your username (assuming you don’t clear your cookies). We’ve expanded this to remember your password as well.

What’s in a name

If you decide your credentials need an update, you can now edit your username in addition to your password. To do so, navigate to your profile and click on the Update Contact Details button. Select the Update Login option from the left and enter your new username. Note: You will need to complete the password fields while you are updating your username, but you many enter your existing password in all fields. AXUG

We hope these enhancements help you utilize the AXUG community to maximize your success. Q3 2016 | 55

VAR Partner Solution Showcase

COMPANY SAGlobal

INTERVIEWEE Andy Yeomans, U.S. Director of Business Development

EMAIL Andyy@saglobal.com

PHONE 949-395-8343

WEBSITE www.axforprojects.com

HEADQUARTERS Seattle, Washington

AXUG® Partner Since 2007

56 | AXUG Magazine

AGlobal is a global provider of Microsoft Dynamics AX solutions and services for project-based organizations. SAGlobal has nearly 500 employees in 15 countries around the world and has successfully delivered hundreds of Microsoft Dynamics AX implementations in more than 50 countries.

AXUG: SAGlobal was featured in AXUG Magazine in 2014 right after your big merger with Greenlight BTS. What has SAGlobal been up to since then? Andy Yeomans (AY): We have been busy, growing a lot over the past two years. The demand for Microsoft Dynamics AX has been solid. It’s been a hectic year with the release of the new Microsoft Dynamics AX. That transition of Microsoft Dynamics AX to the public cloud has been a major shift for Partners. We are also participating in the development of Microsoft Dynamics CRM to offer Project Service Automation. As Microsoft builds operational workloads for service automation in Microsoft Dynamics CRM, it directly impacts our target market of professional services organizations, and therefore, it was critical that we be a part of this development.

AXUG: One of your key differentiators is your industry focus. In fact, you were recently announced as a finalist for Industry Partner of the Year 2016. Tell us more about that focus on industry and how that especially benefits the Microsoft Dynamics AX Users who work with you. AY: Microsoft started the industry conversation back in 2008, and we made a point to get fully on board, following their prescribed industry strategy to a “t”. At the time, we saw the other Microsoft Dynamics AX Partners start focusing on distribution and manufacturing, so we decided to target the white space of the professional services industries. We’ve been focused there now for the past eight years. We’ve built our own IP of extensions to Microsoft Dynamics AX, including ProjAX-BI, were part of the Microsoft pilot for building LCS solutions for Microsoft Dynamics AX7, and of course have built out best practices for our clients to follow. And as a result, we’ve won industry Partner of the Year awards in 2012 and 2015, and we are a finalist again this year.

AXUG: Tell us more about the industry best practices you’ve built for Users. AY: As part of what Partners are creating with their lifecycle services (LCS) solutions, and the business process modeler tool that provides the ability to document and preconfigure best practices for a target market, we have built out more than 200 best practices for professional services firms that they can deploy out of the box and benefit from immediately. This includes using them as task guides where Microsoft Dynamics AX can provide Users with a guided User experience for executing key business processes.

AXUG: What functionality does SAGlobal offer project-based organizations using Microsoft Dynamics AX? AY: The major goal in any ERP system is to run as much of your business in a single integrated platform as possible. We strive to do just that: Help Users manage finances, projects, clients, and people, all in one single integrated system. Our pre-built business intelligence (BI) solution publishes many of the key metrics used by professional services firms so that Users can drop it in and use it right away, and at a fraction of the cost of a custom BI initiative. Some of the metrics are cross industry, such as revenue and net profit, but industry-specific metrics like utilization and

project profitability are among the biggest levers for this industry. A small one percent utilization increase could add seven figures to the bottom line. AXUG: What are some hot topics project organizations are especially interested in these days? AY: The new Microsoft Dynamics AX, or AX7, is THE hot topic. Our existing Customer base is very curious about what it means for them. Moving their ERP system to the cloud is an entirely different paradigm for our clients, and therefore, a BIG topic of discussion. Questions like, “what does the cost model look like?” or “what will be managed internally?” come up often. We’re doing everything we can to educate our Customers on this shift so they can make an informed decision for their businesses. AXUG: What seems to be the trend for Microsoft Dynamics AX Users? Are a lot of your clients jumping to the cloud already? AY: Not necessarily. From a cost savings perspective, many of our clients have already invested heavily in their on-premise Microsoft Dynamics AX environment and IT skillsets, so it doesn’t make sense to drop everything they’ve built up for the cloud. Net-new Customers, on the other hand, have to consider the cloud more seriously as they could see significant savings over five years. Then again, cost is just one piece of the puzzle. Users need to

plan and analyze their overall IT strategy in the context of this decision. It may be worth it to make the leap to the cloud for a better business continuity or disaster recovery strategy, or for risk mitigation reasons if those are important drivers for the organization. AXUG: What does SAGlobal have coming up for Microsoft Dynamics AX Users? AY: In addition to our core business of providing Microsoft Dynamics AX implementation and support services, we’re taking a closer look at several initiatives. BI and reporting are always big drivers, so we will be working hard to help our Customers get data out of their systems in a meaningful way. Integrating Microsoft solutions like Office 365 with Microsoft Dynamics AX is another major focus as clients run their projects with collaboration tools like SharePoint or Yammer. Integrating those tools will enable Users to share knowledge, documents, and information more effectively. AXUG: October is right around the corner. What is your favorite part about AXUG Summit? AY: No other event can compete with the in-depth and focused product information available at AXUG Summit, and that knowledgesharing platform alone is my favorite part as it brings a ton of value for our Customers. AXUG

“Every business is very different, but SAGlobal came in with a knowledge base that, quite frankly, surprised us in terms of how well they actually understood what we do as a project-based engineering services firm. What we’re selling is our people and our expertise, not widgets. There was no learning curve necessary for SAGlobal; they put a value-based solution in our hands that addressed our most important requirements.” Tim Cutshaw, Executive Vice President, Mesa Associates, Inc.

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amics a dyn x

e New h T

feature

s o o r ft c i m

help!

story by Jim Hunnicut, SAGlobal, AXUG® Partner Member

he new Microsoft Dynamics AX, formerly referred to informally as Microsoft Dynamics AX 7, introduces a host of new help and support options. These new features and support tools are far superior to any previous version of Microsoft Dynamics AX. And the help features are not just limited to web content anymore. Microsoft Dynamics AX now offers a builtin support ticketing feature that I think you’ll find very robust. And, now that everything is in the cloud, Microsoft is directly engaged in supporting your Microsoft Dynamics AX environment. This article will lay out the various help options available to Microsoft Dynamics AX Users and provide some insight into how these features can be leveraged to better support your Microsoft Dynamics AX business system.

In-Application Help As you first start using the new Microsoft Dynamics AX, you’ll likely notice the improved and vastly simplified User interface. Along the top of your window, you’ll find a series of icons like you’d find in Office 365. One of these icons is a question mark (?). Just as you would expect, that question mark icon is where you go when you have questions. The help pane presents itself once you click the icon, and it stays visible as long as you’d like. You are initially presented with a set of content-specific task guides based on where you are in the application. These task guides offer step-by-step instructions created by the task recorder tool in Microsoft Dynamics AX. If your organization doesn’t have any task guides, that’s okay. You can also get content-specific help on the WIKI tab. And if you’re still stuck, you can enter a search term in the search field of the help pane.

Microsoft Dynamics AX Help Wiki With the introduction of the new Microsoft Dynamics AX, Microsoft created a new website dedicated to providing help articles. While it’s generically called the Microsoft Dynamics AX Help Wiki, its content is specific to the new Microsoft Dynamics AX. You can access the help wiki from a link inside of the Microsoft Dynamics AX UI, or by searching “AX Help Wiki” in your favorite search engine. The wiki site already contains a vast amount of help articles, and more content is being added every day. The Microsoft Dynamics AX Help Wiki can be found at https://ax.help.dynamics.com/en.

Dynamics AX User Group (AXUG) If you have used this resource in this past, you’ll be happy to know that it’s still here to help you get up to speed on the new Microsoft Dynamics AX. The Communities offer searchable forum discussions, blogs, and videos. This is a great resource to tap into if you haven’t done so previously.

CustomerSource Microsoft’s CustomerSource portal will still be part of your support matrix; however, some of the things you did previously on CustomerSource will now be done on Lifecycle Services (LCS). These include researching issues, downloading hotfixes, and managing open support tickets with Microsoft. But you will still use CustomerSource to access educational content and learn about product offerings. Q3 2016 | 59

Lifecycle Services All Customers implementing the new Microsoft Dynamics AX will use Microsoft’s new Lifecycle Services tool, which is a cloud-based application lifecycle management suite designed to help you implement, manage, and support your Microsoft Dynamics AX system. LCS really serves as a cornerstone to your business application by providing key features and content including some important HELP! features: »» Issues Search allows you to search known issues directly from Microsoft Support’s support database. From here you can determine if the issue has already been solved and request a hotfix. »» The System Diagnostics feature provides important information about the health of all your Microsoft Dynamics AX environments (Dev/Build, Test, and Production). This feature was available initially with Microsoft Dynamics AX 2012 and continues to be a management tool for the new Microsoft Dynamics AX. »» Cloud-powered Support – I’ll reserve the next two sections to discuss these features.

Contact Your Support Team Perhaps the most significant new support option is the ability to submit a support ticket directly from within the Microsoft Dynamics AX User experience. Located at the bottom of the help panel is a link to “Contact your support team.” This link opens up a form where you can describe the issue you are facing, rate its level of importance, upload a task recording where you replicate your steps, and submit the issue to your internal support team. Where does this support request go? Well, it goes to the cloud-powered support feature in LCS. From here, your system administrators can troubleshoot the issue by reviewing system performance and behavior at the exact time that you experienced the issue. They can search for known support issues using the keywords in your support ticket title. They can assign the issue to a developer in Visual Studio Team Server. And if they’re still stumped, they can submit the issue to Microsoft Support. Gone are the days when we manage support issues with the Microsoft Dynamics AX environment using Excel or SharePoint lists. We now have a fully integrated support ticket management system. To learn more about this new feature, check out this Microsoft Dynamics AX Help Wiki article. It contains important information on how to configure your environment for support: https://ax.help.dynamics.com/en/wiki/ax-support-experience.

Environment Monitoring Another welcome addition to the new Microsoft Dynamics AX is built-in telemetry. As mentioned earlier, when a support ticket is submitted, your system administrator can select the

60 | AXUG Magazine

troubleshoot menu item to review system performance at the time you experienced the issue. From the environment monitoring page in LCS, they can see the load on the SQL Server, as well as the AOS (now an IIS server). They can also see this in context of what other Users were doing at the same time. The tool provides detailed data on which forms each specific User was accessing, what form controls were accessed, and more.

Conclusion Hopefully this article gave you a quick overview of the help resources available to you. There is no question that support for Microsoft Dynamics AX is stronger than ever before. The tools are well-designed and positioned to support both you and your extended team. And if you still find you need a little more support, we’re here to help. AXUG To learn more about SAGlobal, visit www.SAGlobal.com or reach out directly at Info@saglobal.com.

Microsoft Support Programs As I mentioned at the beginning of the article, with the new Microsoft Dynamics AX being a cloud-based service offering, Microsoft is now more engaged than before in supporting your Microsoft Dynamics AX environment. In addition to providing full support of your production environment’s infrastructure, Microsoft also offers these support programs: »» Basic Subscription Support Plan (comes free with your Microsoft Dynamics AX licenses) • Ability to use LCS • Unlimited break/fix with next-day response • Access to CustomerSource, Dynamics Communities, Microsoft Dynamics AX Help Wiki, etc. »» *NEW! Professional Direct Support (priced at $9 USD/User/month, with a minimum spend of $900 USD/ month) • Access to e-learning and training curriculum • Expedited response times (one to two hours) • 24x7 support access • Red-carpet onboarding • Light advisory services • Proactive monthly reviews and upgrade reviews »» Premier Support (customized pricing) – This is Microsoft’s white glove offering which includes all the above support offerings plus a dedicated support manager who meets with you regularly to help you address issues and get the most out of the application.

Red Maple

Q3 2016 | 61

Webinar

Speed

Read Microsoft Dynamics AX 2012 Security – Creating New Duties and Privileges

Tips

»» Setup at the highest level of access for ease of maintenance »» Best practice is to NOT add privileges directly to roles »» Compile security objects during development (done in Developer Workspace)

»» Developing the 2012 security model should be an integral part of

your Microsoft Dynamics AX 2012 implementation or upgrade project

Security Model Development

story by GG Rowe, Planar Systems, Inc., AXUG® User Member

This tip sheet, released in three parts as webinars available to AXUG Members, will go beyond the basics and dive deep into Microsoft Dynamics AX 2012 Security. This tip sheet will cover creating new duties and privileges. Future tip sheets will go over an introduction to the Microsoft Security Development Tool; segregation and duties rules capability; and SOX and security considerations. 62 | AXUG Magazine

Project Phase Security level Security Model Development Standard Microsoft Dynamics AX 2012 RTM Security Setup Menu Menu: System Administration > Setup > Security »» Security roles • Create and maintain roles »» Assign users to roles »» Security privileges • Create and maintain: ♦ Process cycles ♦ Duties ♦ Privileges ♦ Permissions (maintain only) »» Not discussing… • Record level security • External roles

Creating a Process, Duty, or Privilege Menu: System administration > Setup > Security > Security Privileges »» From the UI, you can’t clone, you can ONLY create new. »» You need to follow the standard structure, so need to put a duty within a process, a privilege within a duty. »» When setting up a privilege, you’ll need to add the specific permissions and the appropriate select access level desired.

»» Associated Roles, Duties, Privileges, Access Level

Cloning Security Objects in the AOT Navigate to Security and form a privilege (or a Duty, Role, or Process):

Finding the AOT Object Name and Related Security In the UI, from any menu - right click in grid, Personalize and Information tab:

Rename it, modify it, use it…

Standard Microsoft Dynamics AX 2012 RTM Segregation of Duty

»» In the Developer Workspace (aka the AOT) – Add-Ins > Security

Menu: System administration > Setup > Security > Segregation of Duties »» Segregation of duties rules • Defining SOD rules • Checking for conflicts »» • Verify compliance of user-role assignments • Batch processing capability »» • Segregation of duties conflicts / unresolved conflicts • Displays SOD conflicts • Deny or allow access and reason why AXUG This content is adapted from a webinar produced by GG Rowe, IT App Manager at Planar Systems, Inc. GG can be reached at GG.rowe@planar. com.

Q3 2016 | 63

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

learn

academy corner

AXUG Summit 2016

Pre-Conference Academy Training

Sunday, October 9 – Tuesday, October 11

Application User oin more than 500 of your fellow Microsoft Dynamics Users and make the most of your trip to Tampa by taking advantage of focused, instructor-led classroom training before AXUG® Summit 2016. This training, delivered by AXUG Academy, is designed to provide in-depth product education in an interactive, hands-on setting.

AXUG Academy pre-conference training courses offer: »» Instructor-led classroom training environment »» Focused content that dives deep into targeted functional areas »» Half-, full-, and two-day courses…at prices that are considerably

Here are just some of the more than 45 classes we are planning for you: »» Microsoft Dynamics AX Development Two-Day Workshop »» Inventory Costing in Microsoft Dynamics AX 2012 »» Procurement Integration & Coordination Improvement »» Project Manufacturing in Microsoft Dynamics AX 2012 »» Introduction to & Advanced Management Reporter »» Process Manufacturing and Discrete Manufacturing »» KPIs, SSAS, and Cubes in Microsoft Dynamics AX for the »» Using LCS to Manage Your Microsoft Dynamics AX

»» Creating and Utilizing Procurement Workflows in Microsoft

»» Power BI for Microsoft Dynamics AX – Clearing Up the

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»» CPE credits for all Academy courses lower than traditional in-person classes

»» Microsoft MCT Certification Two-Day Workshop »» Managing Your Microsoft Dynamics AX Environment »» Performance Optimization for Microsoft Dynamics AX »» Power BI for Microsoft Dynamics AX – Advanced Analytics »» Understanding the Microsoft Dynamics AX 2012 Data Model »» Microsoft Dynamics AX Retail Call Center and POS for Implementation

Dynamics AX

»» Deep Dive into Power BI Two-Day Workshop »» Azure Infrastructure Setup and Performance »» Building a Module in a Day, Just Like Rome – Mini Technical

Confusion

»» Do You Want to Build a Workflow?

Dummies

Boot Camp

AXUG

THANK YOU TO OUR SPONSORS We truly appreciate your support of the inaugural AXUG European Congress 2016 event and of the Dynamics community.

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Q3 2016 | 65

ISV Partner Solution Showcase

Company Sycor

Interviewee Helge Roth, Chief Operation Officer, SYCOR AMERICAS Inc. a Sycor Group Company

Email Helge.roth@sycor.de

Phone 412-788-9494

Website en.sycor-group.com

Established 1998

Headquarters Sycor Americas: Pittsburgh, Pennsylvania and Sycor Group: Göttingen, Lower-Saxony, Germany

66 | AXUG Magazine AXUG®: Tell us more about how Sycor began working with Microsoft Dynamics AX. Helge Roth (HR): Sycor was founded in 1998 with about 14 employees and is a spin-off of the Otto Bock Group, one of the leading medical technology companies in the world. After implementing a global SAP ERP system based on a global template for our parent company, we gained the first experiences with multi-site and multi-national projects. Quite soon after Sycor was established, we decided to add Microsoft Dynamics AX, back then known as Axapta, to our portfolio. Several manufacturing and rental companies were among our first Customers.

AXUG: What type of services do you offer for Microsoft Dynamics AX? HR: We are a full-service supplier for Microsoft Dynamics AX and Microsoft Dynamics CRM with strong international delivery capabilities for large-scale projects. In addition to that, we are a Microsoft Cloud Solution Provider. Our range of services for Microsoft Dynamics AX and its legacy versions comprises of consulting, development, implementations, international rollouts, and training. We also deliver comprehensive operating services, from hosting to multilingual support. Our experts implement and operate cloud, onpremise, and hybrid scenarios.

AXUG: How has Sycor evolved over the past 18 years? HR: Based on our strong dedication to deliver tailor-made, high quality services and solutions, we managed to grow – into new industries, in terms of employees, and in services and solutions provided. Today, the Sycor Group consists of eight companies that include 19 locations spanning 10 countries and five different time zones. This is all backed by our philosophy: Our Customers’ needs are at the center of everything we do. Our goal is always to establish a successful and long-term relationship with our Customers. We continue to do this by offering sustained IT support along our Customers’ entire value chain. We also understand the importance of our employees to ensure our success as a service provider. That’s why employee focus is extremely important to us. Only satisfied employees provide outstanding support for Customers and their own company – and make both successful in the long-term.

AXUG: What type of companies do you work with most? HR: Our Customer base ranges from local to national, all the way to international and global players. We serve Customers from 50 employees and up to companies with 1,000 and more employees and Users. We have gained special expertise in the manufacturing, retail, process, and professional services industries. We are a Microsoft Strategic Development Partner for rental, trade, service, and maintenance of mobile goods and fleet management. Sycor is a member of the Microsoft Dynamics Industry Partner Program, EMEA, for both the professional services and the manufacturing industries. Through our industry solutions Sycor.Rental, Sycor.Fleet, and Sycor.Dealermanagement based on Microsoft Dynamics AX, we provide optimized real-time support for every business process – and play a substantial role in the business success of our Customers.

AXUG: Tell us more about those industry solutions. How do they help your Customers? HR: Both are available with the new version of Microsoft Dynamics AX. Customers not only benefit from the technical development of the new Microsoft Dynamics AX, but also from functional extensions to the industry solutions. Sycor.Rental is more innovative, intuitive, and flexible than ever before. In particular, it boasts the scalability and flexibility required in a dynamic market environment. By combining the cloud possibilities with the new web-based client instead of with a Windows desktop client, full mobile availability is assured on all devices, even on a Customer’s construction site or in a large open-air storage facility. We also adopted the latest workspace concept: Every employee is provided with a tidy, customizable, digital workspace that is suited to their field of responsibility. It routinely brings together all required information and functions based on roles. Specific business intelligence functions and dashboards, optionally provided via Microsoft Power BI, supplement the workspace. Sycor.Rental and Sycor.Fleet are both available as cloud solutions in the Microsoft Dynamics Azure Marketplace. This means our Customers benefit from the Microsoft Dynamics Lifecycle Services (LCS), taking application lifecycle management to a whole new level in addition to simplifying and standardizing the implementation process. Customers will be able to realize business benefits much more quickly as a result. AXUG: What do Customers like most about you and your solutions? HR: They appreciate our Customer-centric approach to projects as well as our ability to provide services and solutions for the complete value chain by using the full Microsoft stack. When it comes to IT, we are the one-stop shop. Our expertise covers far more than Microsoft Dynamics AX. Our comprehensive Microsoft Dynamics AX portfolio is complemented by solutions and services for Microsoft Dynamics CRM, Azure, Azure Machine Learning, Cortana Analytics, Power BI, SharePoint, Skype for Business, Office 365, and other online Microsoft products. In addition to that, we offer operating services (hardware, operating

systems, databases, applications), software asset management, and license consulting. And we are always aiming at establishing long-standing relationships with our Customers as a basis for mutual understanding and trustful cooperation. AXUG: What sort of “hot topics” are you discussing with your Microsoft Dynamics AX Customers these days? HR: The latest release of Microsoft Dynamics AX is definitely a hot topic. We discuss its impact on and its opportunities for the businesses of our clients. The new Microsoft Dynamics AX takes ERP to a whole new level. Its flexibility, scalability, and mobile availability as a true cloud solution are unparalleled. And its new User experience, across all devices, is truly unique. In addition to that, its integration with other Microsoft solutions, such as Power BI, is worth discussing with and explaining to Customers. AXUG: What’s next on the Sycor agenda for Microsoft Dynamics AX Users? HR: At present, we are putting together a webinar series to share first-hand insights and expert knowledge. Every month, one of our experts will share his view on products such as Microsoft Dynamics AX, Microsoft Dynamics CRM, and Power BI. And we will keep our Customers updated on the latest enhancements and functional extensions of our industry solutions. We are also on the home stretch with the development of a new industry solution based on the new Microsoft Dynamics AX. It will support companies whose business models involve field services, which is yet another hot topic these days. AXUG: What do you like most about the AXUG community? HR: It is a very open-minded community, based on sharing thoughts and solutions. As a Member of this community, it is easier to stay in touch with Microsoft Dynamics AX Users, to know their needs and expectations. AXUG events are also must-attend events where you will gain knowledge and become a more proficient User. I encourage all of our Customers and other Users out there to get involved as much as they possibly can. AXUG

“The cooperation with Sycor has worked very well. It was very much focused on objectives. Implementing Microsoft Dynamics AX and Sycor.Rental was the right decision. We’ve been able to realize our goals and expectations. It has paid off, and I believe it was productive and good for both sides.” Christian Prangl, Owner and CEO, Prangl Gesellschaft m.b.H.

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feature

Clean Solution

for Mobile Productivity

68 | AXUG Magazine

story by Ovais Sohail, Folio3, AXUGÂŽ Partner Member

here is a growing need for Microsoft Dynamics Users to interact with their ERP solution across a broad set of devices. In addition, new technologies are facilitating new scenarios, in which apps that provide personalized information in context are becoming more important for improving employeesâ&#x20AC;&#x2122; productivity. Essentially these apps are designed to help efficiency while on the go and to stay connected while in the thick of things. Here we have highlighted a User that worked with a Microsoft Partner to leverage their Microsoft Dynamics AX app (DynAX) that provides on-the-go access and editing of Microsoft Dynamics AX data with both real-time and offline usage.

Q3 2016 | 69

More Mobility HyGreen, the User at the heart of this story, brings world-class infection control, healthcare, prevention, and eco-friendly industrial solutions to consumers in Qatar. The company focuses on serving the community by ensuring cleaner and safer living and working conditions for all, while also protecting the environment. HyGreen is an exclusive distributor of many globally renowned brands, offering their customers a wide range of best-in-class products and services. Their mission is to bring groundbreaking solutions for a better standard of living, from around the world, to Qatar. HyGreen has always invested heavily in quality people, equipment, and technology. Over the last year, the company had been looking to expand its mobile technologies to help their employees coordinate more effectively, work more productively, and deliver high-quality services. While most processes had some automation, their leadership recognized that existing technology for the sales and marketing team needed a modern refresh to reach and access information as they move around in the business world and handle expected growth in the years to come.

Desktop to Field with a Single App HyGreen uses Microsoft Dynamics AX 2012 as its core business backbone ERP system. Microsoft Dynamics AX was widely accepted due to its flexibility as well as the ability to make smarter business decisions, redesign business processes faster, and fuel business growth. The company realized that they had to introduce a mobile initiative and truly embrace the concept of a mobile workstation. For this, they were searching for a reliable and tenured development Partner who could help customize the mobile solution according to their specific business needs. Customization and complex workflows were a critical part of their operational business and IT requirements to help streamline their complex product portfolio processes. HyGreen chose to partner with Folio3 Software Inc. and leverage their out-of-the-box, fully customizable mobile solution for Microsoft Dynamics AX. As a result of this partnership, Users at HyGreen were able to: »» Access and edit all data related to Customers, contacts, prospects, leads, and opportunities (including related emails, directions, and contact details). »» View and update recent sales orders, activities, tasks, contacts, and opportunities associated with any Customer account. »» View and update Customer-specific sales order listings and sales order lines. »» Add tasks, to-dos, and notes to leads, accounts, contacts, and opportunities. “Staff can use the DynAX app to take their work with them wherever they go,” says Jose Nedumpuram, IT systems administrator at HyGreen. “That flexibility increases productivity, and the time savings ultimately translates to better services for the HyGreen customers.”

Flexibility, Productivity, and Better Service With more flexibility and mobility, HyGreen employees at every level can perform their jobs better, easier, and faster. They can use the app like they used their desktop and laptop PCs, and they have the convenience and flexibility of single mobile device. By adopting DynAX, HyGreen has benefitted from reduced IT support, maintenance, and management costs, and the company expects additional savings in the months to come. Jose also notes that with the security safeguards in DynAX, he can confidently distribute the app among employees. “Whether employees use the app in the office or in the field, it is easy to safeguard our network and control information access on DynAX,” he says. In addition to working on any type of mobile device, mobile apps are a definite asset when it comes to saving time, since they facilitate external access to the various functionalities of Microsoft Dynamics AX. This is especially useful for employees who work on the road and for employees who need to perform quick operations in their ERP systems. AXUG To find out more about Folio3 and their Microsoft Dynamics AX mobility solutions, please visit www.dynamics.folio3.com.

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Name That Photo

contest

A picture says a thousand words. What Microsoft Dynamics AX topic would you like to see on the big screen?

Q2 Contest Winner: Chip Thiel of Ohio Gratings, Inc. “Submitting a Change Order for Dinner Tonight”

Simply email your submission to Captioncontest@axug.com. The winning submission will be printed in the magazine’s next issue.

Q3 2016 | 71

industry showcase

Moving On Up T

ransportation and logistics never looked so easy with services such as global relocation, storage solutions, international airports, and more. These AXUG® Members move people and things effortlessly, whether it’s over the road or across the globe.

Graebel Companies Aurora, Colorado Graebel is an award-winning global relocation and move management company that serves clients in the Fortune 500 and Global 100 on six continents.

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FIDELITONE Wauconda, Illinois FIDELITONE is a privately held third party logistics (3PL) company with more than 35 nationwide locations. Headquartered in Wauconda, Illinois, they help distributors earn their customers’ loyalty through supply chain management and specialized services in order fulfillment, last mile delivery, and transportation.

PODS Enterprises LLC Clearwater, Florida Established in 1998, PODS is making moving and storage more convenient and less stressful through its innovative solution of delivering a level container and providing the customer all the time they need to load and unload their container.

State Road & Tollway Authority Atlanta, Georgia The State Road and Tollway Authority (SRTA) is a statelevel, independent Authority created by the Georgia General Assembly to operate tolled transportation facilities within the State and act as the transportation financing arm for the State.

Edmonton Airports Edmonton, Alberta Edmonton Airports manages Edmonton International Airport, Canada’s fastest growing and largest major airport by area. Edmonton International serves more than eight million passengers per year and offers non-stop service to 60 Canadian and international destinations.

UniGroup, Inc. Fenton, Missouri UniGroup is a transportation and relocation services company. In addition to household goods carriers, United Van Lines, and Mayflower Transit, UniGroup’s subsidiaries include UniGroup Relocation, UniGroup Logistics, Allegiant Move Management, and Trans Advantage.

XTRA Lease Saint Louis, Missouri Based in St. Louis and owned by Berkshire Hathaway, XTRA Lease is a leading provider of overthe-road trailers for rent or lease in the U.S. With more than 50 locations, the company offers a fleet of approximately 80,000 trailers, including dry vans, flatbeds, reefers, local cartage vans, storage trailers, and specialty equipment.

AAA Cooper Transportation Dothan, Alabama AAA Cooper Transportation® (SCAC “AACT”) is a privately held asset-based multiregional transportation solutions provider offering less-than-truckload, truck load, dedicated contract carriage, brokerage, fleet maintenance, and international services.

Ports of Auckland Ltd Auckland, New Zealand Ports of Auckland is New Zealand’s biggest import port and the largest and most efficient container port, handling nearly one million containers a year. As New Zealand’s premier cruise port, they also handle around 100 cruise ships annually, and each ship visit is worth about $1.5 million to the local economy.

Universal Weather and Aviation, Inc. Houston, Texas Universal Weather and Aviation offers complete trip management services – customized trip support, fuel management, worldwide ground support from Universal Aviation, online flight planning, safety management, data link, scheduling software, and much more.

Teekay Shipping Ltd Vancouver, Canada Established in 1973, Teekay has developed from a regional shipping company into one of the world’s largest marine energy transportation, storage, and production companies.

Q3 2016 | 73

feature

74 | AXUG Magazine

story by Thomas Bonde, AXVICE, AXUG® Partner Member

“O

ops!” We have all heard this strange little word, but why have our computers turned to it for so many reasons? It sounds like a child who did something wrong and is trying to apologize. Again and again, as part of the effort to personalize the feedback from a computer to the User, we see this word.

“Dear User, I am doing a lot of things for you now. Please wait, it will be worth waiting for…” “Oops something went wrong; please try again.”

You try again, and if you succeed, you are happy. But if not, where did the oops and nice language bring you as an end User? Yes, you’re correct, it brought you nowhere. So how is it that we in the IT business are allowed to make the same mistakes over and over again? I know this article might seem a little controversial considering that I actually butter my bread by working in this business. But ask yourself, what if construction engineers delivered skyscrapers with the same rate of failure as we do in the IT business? I am not saying that all IT implementations fail, or that an issue in a software system is exactly like an engineering failure, but there are so many examples that if you projected the failure rate onto one of those two other industries, it would be a scary scenario. Technology is still best considered as a product more than law of nature. My father, now retired, was a physicist and mathematical lecturer at a university. Whenever he and his colleagues discovered something new, they could not wait to tell the world. They wanted to share. They wanted these findings to be used as building blocks for the better by anyone. What would it bring our Customer and the world if basic parts of technology and IT knowledge were always free? Such an approach is the nature of Linux, to some degree, and that is why many hardware appliances are fitted with a Linux kernel instead of something else. So the various hardware producers are competing not on the baseline software, but on the core technology and the way they have programmed the software controlling the hardware. And because it is open source to some extent, they cannot protect their knowledge. They have to be simply the best, doing what they are doing. Should we start to set a baseline of human rights in fundamental consumer technologies? Should there be part of a baseline set of technologies? Google has managed to make its company name into a verb. We talk about “googling” regardless of whether we are using Bing or any other search engine. This change makes us perceive Google more like a public service than an actual product, and if you ask the young generation today, they might not even see that there is a company behind this service, trading on their attention and on-screen actions. To them it is simply the way to find stuff on the internet. What if we could move the rest of the basic ERP technology stack in that direction? What if we could share the foundational components of enterprise software in a non-commercialized way? Would the world not benefit from this? In IT, it is often difficult to figure out who is making the best use of baseline technology. In my world of Microsoft Dynamics AX, I have seen many examples of vendors who have convinced the Customer to implement a solution that duplicates functions and features of Microsoft Dynamics AX, selling it to them again as value-added enhancements. I have seen examples of Partners that have convinced the Customer that even though the business they were conducting was pretty much unique in the world, the Partner claimed to have a “standard” add-on that could solve that particular problem. I am curious what CIO bought the idea that a solution provider created a standard system they could only sell one time in the whole world, even before they actually got the deal. So where am I heading with this? I want to call attention to a choice that software vendors and resellers face. In the case of Microsoft, when they deliver a new version of Microsoft Dynamics AX, good or bad, it is what it is. Some features may meet our requirement completely; others may be missed completely. As a reseller or ISV, you have two choices when it comes to issues you discover in the latest release: »» You could spend your time fixing it yourself, keep the secret, and try to resell this as an add-on technology pack. Q3 2016 | 75

»» Or you could try to get Microsoft to fix the broken piece so you could concentrate on creating great

solutions on top of the properly working software that could benefit your Customer. Choosing this route ultimately comes back to you as a benefit, since helping your Customer be successful builds a lasting, trusted relationship. So let us consider some part of the Microsoft Dynamics AX ecosystem as something that should be shared knowledge so that we help Microsoft as they create and update the low-level software components to fix and improve. If Microsoft can deliver fixes quickly, we might end up in a situation where those unhappy Customers do not change everything 360 degrees every two years. This is one of the things that Apple actually does well: Everybody will recognize an iOS system over many years. But only with Windows 10, hopefully, are we getting to this point in Windows. We would like to escape the many versions and drastic changes to the CORE technology. But we had to deal with Windows CE, Windows ME, and Windows NT together with all the other versions of operating systems before we hopefully now are getting to a state where things do not change that rapidly. These types of technology changes also happen in Microsoft Dynamics AX. Since the first version 1.0, back in 1998, we have had approximately 11 versions in 18 years. The last three major versions were such big technology changes that we basically had to rewrite the manual of implementation every time (read up on them via the links posted below). I am just wondering…is all this technology upheaval just a result of a compulsion by Microsoft to develop new stuff? Can we maybe blame ourselves in the Partner community because we were so bent on making the “gold” add-on product that could make us rich instead of sharing and helping Microsoft, that the result was a series of releases that lacked optimum input from Microsoft Dynamics AX professionals? Could Microsoft be better at capturing these things? The answers in my mind is: Yes. Both parties can improve and be better focused on the next release, not only on upgrading features and functions by technology, but also by richness in the application. I don’t think Customers would see it as a failure if the Microsoft Dynamics AX team were to skip the newest technology and keep working on proven technologies to harden and improve the current version. Microsoft uses the TAP program, MVP program, and Customer surveys to capture this kind of information and requirements. The TAP program, however, has the flaw that the request is driven by the same people that want to build add-ons or customizations. By nature, it would be difficult for them to ask Microsoft to build the same feature that they are planning to create. The Customers that enter the TAP program are supposed to go live on the new version and are driven to focus on the part of the product they are planning to use; hence, they will test in very specific areas. The MVP program and other individual Microsoft Dynamics AX professionals will act more independently, but because these people also have to earn a living, the time they can spend is limited. So, how can we do better? The biggest voice, the voice that Microsoft would listen the most to, is the Customer voice. Now we are back to people and the way they act. In Denmark, we have something we call “JanteLov”. It

I don’t think Customers would see it as a failure if the Microsoft Dynamics AX team were to skip the newest technology and keep working on proven technologies to harden and improve the current version.

76 | AXUG Magazine

is difficult to translate, but if you were German you would say: Der innere Zwang zur Bescheidenheit, dem sich die Skandinavier unterworfen fühlen. Somebody from England might say: The nail that sticks up will be hammered down. The bottom line is that in Denmark, and many other parts of the world, the urge to promote success stories is not that great. I think that is why we see communities like User groups being more widespread in the U.S. and the U.K. than in Denmark and many other countries. But I believe that only through sharing, both in knowledge and software, can we overcome this paradigm of technology implementations and start doing real business implementations. And I believe that one of the biggest drivers and voices should be the Customer. One of the channels they can use is through organizations like AXUG®, whose primary goal is to create networks and interactions between Customers with a minimum of influence from vendors and Partners that sometimes have a hidden agenda with the messages they send out. Socrates said, “I know that I know nothing.” In IT we use something like, “You don’t know what you don’t know,” or “Had I just known, I would have done something else.” This is exactly my point: We need to help our Customers to understand what they have and how they can utilize it fully, instead of just saying, “Oops, the next version will fix it; please try again later.” AXUG *www.msdynamicsworld.com/story/microsofts-scm-innovations-discrete-manufacturing-industry-and-dynamics-ax and www.msdynamicsworld. com/story/microsofts-scm-innovations-process-manufacturing-industry-and-dynamics-ax

Thomas Bonde is a Microsoft Dynamics AX MVP and enterprise solution architect for AXVICE IVS, and can be reached at Tejby@axvice.dk.

THANK YOU TO OUR AXUG CHAPTER SPONSORS For information regarding sponsorship opportunities, please email sponsorship@axug.com

Q3 2016 | 77

When Blendtec sent 27 team members to Summit 2015 in Reno, Nevada, the organization looked at the investment as an opportunity to educate their staff on Microsoft Dynamics® AX and CRM. In a candid interview, Blendtec shared the reasoning behind their decision to send 27 of their team members to Summit, how they successfully navigated the breakout sessions, networking opportunities, and expo hall, and how they disseminated their knowledge among other team members once they returned to the office. About Blendtec

Blendtec designs and manufactures the world’s safest and most powerful highspeed commercial and residential blenders. All Blendtec blenders are designed and assembled in the USA at the company’s Orem, Utah facility. Blendtec operates off both Dynamics AX and CRM platforms. Summit provides their administrators and end-users with highlevel insider knowledge from Microsoft and user-produced education on how to maximize the performance of both Dynamics products.

Count On Your Team at Summit

AXUG Summit is the leading live event featuring high-level insider knowledge from Microsoft and user-produced education on how to maximize the performance of Dynamics AX. Expertise is shared openly and honestly in an authentic communitydriven environment that allows attendees to hone in on their product version, industry and role—providing the ultimate customized experience that offers return on investment year-round.

“Overall, we came away with a lot of great ideas on how to automate what our team is doing. We implemented some of the quicker items base on our own strengths and have had ROI from that process,” said Michelle Maynard, Blendtec Director of Customer Service. “We were very excited to learn the strength of our systems and also realize what our limitations are. Summit gave us a good idea on how to prioritize by stepping back and figuring out what would provide the biggest gain.”

“We know it’s in the company’s best interest to send as many people as possible [to Summit] because there is an overwhelming amount of information. There are so many different takes and unique experiences, and there really is a multiplying factor or ‘the more the merrier,’’ said Sven Haynes, Blendtec Director of Information Technology. “When we came back we were able to huddle as different teams to discuss the connections we made and discuss learnings to make some headway as an organization.”

How will you Count On your team at Summit 2016? By sending team members from a variety of roles, your organization will canvas the can’t-miss annual conference for Dynamics AX and CRM users. Blending special access to Microsoft leadership with credible peer-to-peer knowledge exchange – this event delivers electric keynotes, visionary product roadmaps, focused learning and optimal networking as users gain instrumental solutions for their everyday Dynamics AX and CRM challenges and larger organizational goals.

AXUG Summit delivers 200+ breakout sessions and offers attendees a personalized learning experience through tracks based on industry, job roles, product versions, sponsor solutions, leadership and level of experience. Many organizations view Summit as an investment in their people and have found the best way to maximize knowledge consumption is to send a team of individuals representing several departments.

Learn more about Blendtec’s Summit story by visiting www.axugsummit.com/count-on. Preview a Sample Summit Educational Plan, showcasing the potential variety and number of sessions to be attended by sending a team of four. The peer-to-peer knowledge exchange is unprecedented and the value of peer networking is immeasurable making Summit the most important development opportunity available to AX users.

WWW.AXUGSUMMIT.COM #AXUGSUMMIT | #COUNTONSUMMIT TAMPA, FL | OCTOBER 11-14, 2016

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 80 Horizontal....................Page 83 Services.......................Page 90

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

INDUSTRY

Industry Paramount WorkPlace

Automotive

AssureSign LLC

Sana Commerce http://www.sana-commerce.com 646-362-0432 Sana Commerce Truly integrated B2B e-commerce that leverages existing ERP business logic to deliver a rich product catalog & automate web orders.

http://www.assuresign.com â&#x20AC;˘ 407-670-0400 AssureSign Electronic Signature Software Integrated cloud or on-premise enterprise class Electronic Signatures. Business Systems Integrators http://www.BusinessSysInteg.com 866-871-2097 EDI BSI provides superior EDI solutions for AX & GP, both on-premise & SaaS.

Chemicals Horizons International http://www.qualityessentialssuite.com 866-949-9504 ext. 811 Quality Essentials Suite Quality Management System integrates to all Dynamics products. Used in chemicals, food and other regulated industries. Control layouts for certificates of analysis, comply with ISO standards, manage lot holds.

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

Data Masons Software http://www.datamasons.com/thelist 866-575-1631 Vantage Point EDI for Dynamics EDI Made Simple for Dynamics: ERP integration without customization.

Cross Industry Solution Altec http://www.altec-inc.com 800-997-9921 ext. 1255 DocLink, Integrated Document Management Capture, workflow, output & archive w/DocLink, Doc. Mgmt. for Dynamics. Arbela Technologies http://www.arbelatech.com â&#x20AC;˘ 949-291-4777 Master Data Centralization For Dynamics AX Arbela's Master Data Centralization for Dynamics AX manages product, customer, vendor, employees, and COA master data and their fields across multiple companies for better shared services. Gain from our experience!

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

eRequester by Paperless Business Systems http://spendwise.ly/eRequester-2015 206-256-0771 ext. 123 eRequester Industry leading web procurement, expense management, inventory & receiving, and business intelligence. Top rated & trusted for over 16 years. Greenshades Software

Ariett http://www.ariett.com â&#x20AC;˘ 781-826-1120 Cloud AP Invoice, Requisition, PO, Contract & Expense Reporting Solution One spend management platform for generating savings from any device. KEY:

Axapta

Great Plains

80 | AXUG Magazine

Higher Logic http://www.higherlogic.com â&#x20AC;˘ 202-360-4402 Higher Logic The leading cloud-based community platform used by organizations worldwide to bring people together in secure communities designed to ignite knowledge sharing, drive content creation and solve problems. Nexonia http://www.nexonia.com â&#x20AC;˘ 800-291-4829 Nexonia Highly-configurable cloud-based expense reports and timesheets solutions, seamlessly integrated with MS Dynamics, incl. VAT & multi-currency. With mobile apps for iOS, Android, BlackBerry 10 & Windows Mobile phones. Nodus Technologies, Inc. http://www.nodus.com/epay_advantage.html 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, payment plans and remote order entry.

PaperSave http://www.PaperSave.com â&#x20AC;˘ 877-727-3799 PaperSave PaperSave is a complete document management, electronic workflow and invoice automation solution, Certified for Microsoft Dynamics GP, SL, AX, & CRM. Paramount WorkPlace http://ParamountWorkPlace.com/solutions/ travel-and-expense/ â&#x20AC;˘ 800-725-4408 Paramount WorkPlace Expense Mobile 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 Act. Paramount WorkPlace http://www.ParamountWorkPlace.com 800-725-4408 Paramount WorkPlace Requisition & Procurement Requisition, PunchOut, Check Request, Budget Compliance, RFQ, PO Generation, Receiving, Invoice Matching & Vendor Contract Compliance, Robust Approvals Engine.

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

Navision

Solomon

Customer Relationship Management

Retail Management System

http://www.ParamountWorkPlace.com 800-725-4408 NEW: Paramount WorkPlace Spend Management Intuitive Web-based & Mobile Spend Management Solutions. Requisition & Procurement, and Expense solutions that are easy for employees, effective for management, powerful for accounting

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

Equipment Rental and Leasing

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

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

Fleet Management

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

Point of Sale

Food and Beverage

ASC Software http://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.

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

Horizons International http://www.qualityessentialssuite.com 866-949-9504 ext. 811 Quality Essentials Suite Quality Management System integrates to all Dynamics products. Used in chemicals, food and other regulated industries. Control layouts for certificates of analysis, comply with ISO standards, manage lot holds. Metafile Information Systems, Inc.

Axapta

Great Plains

Healthcare DocuPhase http://www.DocuPhase.com 727-441-8228 ext. 626 DocuPhase DocuPhase is a powerful business process automation, document management, intelligent capture, analytics, and web forms platform. We provide packaged AP, Purchase Requisition, time/expense processes and more.

InterDyn BMI http://www.erp4health.com â&#x20AC;˘ 866-264-3249 ERP4HealthÂŽ Financial Management Software powered by Microsoft Dynamics.

High Tech and Electronics QBD Systems http://www.qbdsys.com â&#x20AC;˘ 800-743-9003 Universal PLM Integration Integration w/ PLM s/w incl. Agile, Arena, Aras, Solidworks EPDM & more. Red Maple http://www.redmaple.com â&#x20AC;˘ 972-980-6963 Red Maple's Advanced Trade and Pricing Adv Trade extends pricing capabilities to include complex pricing structures, extends billing, billing schedules and revenue recognition of complex transactions. Contracts can be generated and managed easily.

Insurance

AXSource http://www.AXOQCS.com â&#x20AC;˘ 404-902-9218 Quality & Compliance for Life Science Integrated ERP solution for compliance to meet FDA, Health Canada, EU and cGMP requirements for Life Sciences.

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

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

Bond Consulting Services

AssureSign LLC

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

KEY:

WithoutWire http://www.withoutwire.com â&#x20AC;˘ 612-343-0404 WithoutWireTM Warehouse WMS Barcode mobile traceable lot serial tracked inventory for Process Discrete MO Manufacture Distributor Food Beverage Supply Chain ship EDI.

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

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

Navision

Solomon

http://www.BondConsultingServices.com 562-988-3451 Microsoft Dynamics ERP & CRM Solutions for Manufacturing & Distribution The go-to team of trusted advisors moving you forward with Microsoft Dynamics ERP and CRM solutions for SMB and Enterprise.

Customer Relationship Management

Retail Management System

Data Masons Software http://www.datamasons.com/thelist 866-575-1631 Vantage Point EDI for Dynamics EDI Made Simple for Dynamics: ERP integration without customization.

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

Metafile Information Systems, Inc. http://www.metaviewer.com â&#x20AC;˘ 507-286-9232 MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solutions by adding integrated scanning, OCR, eInvoicing, workflow, and AP/AR Automation. Sana Commerce http://www.sana-commerce.com 646-362-0432 Sana Commerce Truly integrated B2B e-commerce that leverages existing ERP business logic to deliver a rich product catalog & automate web orders.

Thomson Reuters http://tax.thomsonreuters.com/DynamicsTax 888-885-0206 Sales Tax Automation for Microsoft Dynamics Thomson Reuters ONESOURCE Indirect Tax is a cloud-based sales and use calculation, document management, filing and remittance solution that integrates with Microsoft Dynamics to simplify the sales tax process.

Point of Sale

Q3 2016 | 81

INDUSTRY

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

INDUSTRY

Horizons International

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

Non-Profit Organizations ImageTag, Inc. http://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.

Oil and Gas

http://www.qualityessentialssuite.com 866-949-9504 ext. 811 Quality Essentials Suite Quality Management System integrates to all Dynamics products. Used in chemicals, food and other regulated industries. Control layouts for certificates of analysis, comply with ISO standards, manage lot holds.

Professional Services Nexonia http://www.nexonia.com â&#x20AC;˘ 800-291-4829 Nexonia Highly-configurable cloud-based expense reports and timesheets solutions, seamlessly integrated with MS Dynamics, incl. VAT & multi-currency. With mobile apps for iOS, Android, BlackBerry 10 & Windows Mobile phones.

Retail

Pharmaceuticals

Avalara, Inc.

AXSource http://www.AXOQCS.com â&#x20AC;˘ 404-902-9218 Quality & Compliance for Pharma Fully integrated ERP solution for global regulatory compliance requirements. Features: CAPA, Recall Management, enhanced e-signatures, e-batch records & approved customer list.

KEY:

Axapta

Great Plains

82 | AXUG Magazine

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

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

Metafile Information Systems, Inc.

Solomon

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

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

Software

Nexonia http://www.nexonia.com â&#x20AC;˘ 800-291-4829 Nexonia Highly-configurable cloud-based expense reports and timesheets solutions, seamlessly integrated with MS Dynamics, incl. VAT & multi-currency. With mobile apps for iOS, Android, BlackBerry 10 & Windows Mobile phones.

Navision

Software Manufacturers

Customer Relationship Management

Retail Management System

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

Tasklet Factory http://www.taskletfactory.com â&#x20AC;˘ +45 96 354 500 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.

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

Point of Sale

Horizontal Corporate Renaissance Group

Accounting Adra http://www.adra.com â&#x20AC;˘ +44 207 868 5171 ACCOUNTSTM Transaction Matching Software ACCOUNTS is a software solution that replaces cumbersome spreadsheets and error-prone manual reconciliations with a rules driven, automated solution for all types of transaction matching. Adra http://www.adra.com/ â&#x20AC;˘ +44 207 868 5171 TASK MANAGER - Financial Task Management Software TASK MANAGER is purpose built for finance teams and recurring processes. It streamlines the Financial Close and other administrational tasks and allows you to enforce and manage Internal Control. Adra http://www.adra.com â&#x20AC;˘ +44 207 868 5171 BALANCER - Balance Sheet Reconciliation Software BALANCER allows you to replace cumbersome spreadsheets and error-prone manual tasks with a full real-time overview of the entire balance sheet reconciliation process. Free up time and close faster with BALANCER.

ImageTag, Inc. http://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.

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

DataSelf http://www.dataself.com â&#x20AC;˘ 888-910-9802 DataSelf Analytics Tableau, a data warehouse and 5,000 KPIs for Dynamics ERP/CRM. ZAP http://www.zapbi.com â&#x20AC;˘ 415-889-5740 ZAP ZAP combines capabilities including data automation, data modeling and data visualization, all supporting governed and trusted data outputs from a central point for organizations to better manage business outcomes.

Automation

Affordable Care Act Reporting

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

KEY:

Axapta

Great Plains

Navision

Solomon

http://www.crgroup.com/budgeting 613-232-4295 Budgeting & Costing CRGroup provides consulting expertise and leading solutions to streamline and improve budgeting, planning and costing. (Adaptive Insights, BOARD Software, CRG Cost Allocator, CRG FlexABM). Contact us to learn more.

deFacto Global, Inc. BlackLine https://www.blackline.com/financecontrols-and-automation â&#x20AC;˘ 818-223-9008 BlackLine BlackLine's Finance Automation and Controls platform integrates with and complements Microsoft Dynamics (GP, AX, NAV) and enables fast growing companies to close the gaps left in financial close accounting processes. ImageTag, Inc. http://www.kwiktag.com â&#x20AC;˘ 888-KWIK-TAG KwikPayables KwikPayables automates the process of invoice transactions being captured, coded, routed, approved, stored and audited.

http://www.deFactoGlobal.com 203-894-1789 ext. 221 deFacto Performance Management Premier â&#x20AC;&#x153;All-in-Oneâ&#x20AC;? Dynamics Financial & Operational Budgeting, Forecasting, Consolidation, Analysis and Reporting, Excel/Web-based. Powerful, Affordable. Prophix http://www.prophix.com 905-279-8711 Prophix Leading developer of performance management solutions designed to automate financial and operational processes. High-end functionality with powerful, adaptable solutions built on the Microsoft SQL Server stack.

Paramount WorkPlace http://ParamountWorkPlace.com/solutions/ travel-and-expense/ â&#x20AC;˘ 800-725-4408 Paramount WorkPlace Expense Mobile 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 Act.

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

Barcode Data Collection

Business Intelligence

CALUMO, Inc.

Budgeting

http://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 templetes

Customer Relationship Management

Retail Management System

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

Point of Sale

Q3 2016 | 83

HORIZONTAL

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

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

Check Printing MHC Software, Inc.

HORIZONTAL

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

ZAP http://www.zapbi.com â&#x20AC;˘ 415-889-5740 ZAP ZAP combines capabilities including data automation, data modeling and data visualization, all supporting governed and trusted data outputs from a central point for organizations to better manage business outcomes.

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

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

Collaboration Platform

Commissions

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

Axapta

Great Plains

84 | AXUG Magazine

Navision

Compliance

Contract/Project Management

Adra http://www.adra.com/ â&#x20AC;˘ +44 207 868 5171 TASK MANAGER - Financial Task Management Software TASK MANAGER is purpose built for finance teams and recurring processes. It streamlines the Financial Close and other administrational tasks and allows you to enforce and manage Internal Control. Altec http://www.altec-inc.com 800-997-9921 ext. 1255 DocLink Integrated Document Management DocLink electronic document solutions support compliance mandates.

Arbela Technologies http://www.arbelatech.com â&#x20AC;˘ 949-291-4777 Arbela Security Manager Arbela Security Manager addresses security creation & mgmt, risk & compliancy requirements, & audit preparation with inquires & reports. Focus on your business not your technology needs. Gain from our experience! Greenshades Software http://www.greenshades.com 888-255-3815 ext. 2 Greenshades Year-End Forms Electronic distribution, print to blank paper, and fully automated mailing services help thousands of Greenshades clients create, distribute and electronically file their 1099, W-2 and 1095-C forms. Greenshades Software http://www.greenshades.com/landing-aca. php?source=TheList â&#x20AC;˘ 888-255-3815 ext. 2 Affordable Care Act From tracking eligibility and enrollment requirements to producing and filing 1095-C returns, Greenshades has Affordable Care Act requirements under control. Request a demo today and take the pain out of ACA.

Ariett http://www.ariett.com â&#x20AC;˘ 781-826-1120 Cloud Contract Management Solution for Vendors, Capital Projects and Budgeting with Requisition/Invoice Tracking on Any Device Manage contracts/capital projects, commitments, dates & change orders.

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

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

Credit Management Sable37 http://www.sable37.com/ax-add-ons/ 336-207-6800 Advanced Credit Control Pro-active credit control activities and new account risk scoring. 1-stop screen for Credit Officers. Automatic block orders at multiple points with multiple Credit Hold types. Dynamic release of Holds.

Data Integration ZAP http://www.zapbi.com â&#x20AC;˘ 415-889-5740 ZAP ZAP combines capabilities including data automation, data modeling and data visualization, all supporting governed and trusted data outputs from a central point for organizations to better manage business outcomes.

Distribution

Customer Relationship Management

Retail Management System

Point of Sale

E-commerce Data Masons Software ASC Software http://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.

Document Management

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

docSTAR http://www.docstar.com â&#x20AC;˘ 888-docSTAR docSTAR eclipse Smart AP Automation docSTAR is the premier AP automation solution provider. SaaS or on-premises deployment options. Mobile access. Intelligent data capture. Advanced workflow. Microsoft Dynamics ERP integration. DocuPhase http://www.DocuPhase.com 727-441-8228 ext. 626 DocuPhase DocuPhase is a powerful business process automation, document management, intelligent capture, analytics, and web forms platform. We provide packaged AP, Purchase Requisition, time/expense processes and more.

KEY:

Axapta

Great Plains

Esker Inc http://www.esker.com â&#x20AC;˘ 800-368-5283 Document Process Automation Addressing processes like accounts payable, accounts receivable, and sales order processing, Esker solutions enable companies to automate the reception, processing and sending of documents with one platform. Greenshades Software http://www.greenshades.com 888-255-3815 ext. 2 Greenshades Online Employee Services Streamline your HR processes. Our Employee Services module makes benefit sign-up easy and our web based portal eliminates the need to print employee documents and paystubs.

k-eCommerce http://www.k-eCommerce.com 855-k-eCommerce k-eCommerce A versatile, integrated B2B, B2C and Sales Portal eCommerce solution deployed in our PCI DSS certified cloud or on premise. Built-in CMS with SEO, responsive design, multilingual/ multicurrency. Sana Commerce http://www.sana-commerce.com 646-362-0432 Sana Commerce Truly integrated B2B e-commerce that leverages existing ERP business logic to deliver a rich product catalog & automate web orders. Thomson Reuters http://tax.thomsonreuters.com/DynamicsTax 888-885-0206 Sales Tax Automation for Microsoft Dynamics Thomson Reuters ONESOURCE Indirect Tax is a cloud-based sales and use calculation, document management, filing and remittance solution that integrates with Microsoft Dynamics to simplify the sales tax process.

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

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

EDI AIM Computer Solutions, Inc.

Navision

Solomon

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

Customer Relationship Management

Retail Management System

http://www.datamasons.com/thelist 866-575-1631 Vantage Point EDI for Dynamics EDI Made Simple for Dynamics: ERP integration without customization.

Electronic Document Delivery (Email)/Faxing Altec http://www.altec-inc.com 800-997-9921 ext. 1255 DocLink Integrated Document Management Capture, workflow, output & archive w/DocLink, Doc. Mgmt. for Dynamics. Datahaven for Dynamics http://www.datahaven4dynamics.com 757-222-2000 Datahaven for Dynamics Datahaven is the only scanning, OCR, and workflow solution natively embeddedâ&#x20AC;&#x201C;not simply integratedâ&#x20AC;&#x201C;throughout the Microsoft Dynamics user experience and available to non-Dynamics users from Microsoft Outlook.

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

Expense Solutions Ariett http://www.ariett.com â&#x20AC;˘ 781-826-1120 Cloud Expense Reporting Solution with Corporate Credit Cards, Travel Approval, Receipt Capture and Mileage Calculator on Any Device Empowers employees to submit expenses on the go & stay within policy.

eRequester by Paperless Business Systems http://spendwise.ly/eRequester-EM 206-256-0771 ext. 123 eRequester | EM Use eRequester Travel & Expense Management to automate and expedite expense processing. Improve visibility over discretionary spending. ImageTag, Inc. http://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!

Point of Sale

Q3 2016 | 85

HORIZONTAL

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

Avalara, Inc.

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

Financial Services Paramount WorkPlace http://ParamountWorkPlace.com/solutions/ travel-and-expense/ â&#x20AC;˘ 800-725-4408 Paramount WorkPlace Expense Mobile 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 Act.

HORIZONTAL

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

Field Service Management

BlackLine https://www.blackline.com/financecontrols-and-automation â&#x20AC;˘ 818-223-9008 BlackLine BlackLine's Finance Automation and Controls platform integrates with and complements Microsoft Dynamics (GP, AX, NAV) and enables fast growing companies to close the gaps left in financial close accounting processes. Nexonia http://www.nexonia.com â&#x20AC;˘ 800-291-4829 Nexonia Highly-configurable cloud-based expense reports and timesheets solutions, seamlessly integrated with MS Dynamics, incl. VAT & multi-currency. With mobile apps for iOS, Android, BlackBerry 10 & Windows Mobile phones.

HR Management

Corporate Renaissance Group http://www.employee-performance.com 877-711-0367 CRG emPerform Award-winning employee performance management for Microsoft Dynamics GP & AX. Online performance reviews, 360Ă&#x201A;Â° assessments, goal management, succession planning, pay-for-performance, reporting & social feedback.

FieldConnect, Inc. http://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.

KEY:

Axapta

Great Plains

86 | AXUG Magazine

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

Navision

Solomon

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

Manufacturing Enhancement

ImageTag, Inc. http://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.

Horizons International

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

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

Invoicing Enhancement

Nodus Technologies, Inc. http://www.nodus.com/epay_advantage.html 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, payment plans and remote order entry.

Customer Relationship Management

Retail Management System

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

Payables Enhancement

Altec http://www.altec-inc.com 800-997-9921 ext. 1255 DocLink Integrated Document Management Capture, workflow, output & archive w/DocLink, Doc. Mgmt. for Dynamics. Ariett http://www.ariett.com â&#x20AC;˘ 781-826-1120 Cloud AP Invoice Solution with Document Automation, Budget Checking, GL Distributions, Intercompany, Tax Allocations, Multicurrency and 1099 One-step, paperless AP processing with approval workflow, on any device.

Point of Sale

DocuPhase http://www.DocuPhase.com 727-441-8228 ext. 626 DocuPhase DocuPhase is a powerful business process automation, document management, intelligent capture, analytics, and web forms platform. We provide packaged AP, Purchase Requisition, time/expense processes and more. Efima http://www.dooap.com â&#x20AC;˘ 817-706-5779 NEW: Dooap Dooap is Accounts Payable automation for the new Microsoft Dynamics AX7. Itâ&#x20AC;&#x2122;s invoice automation that both users and AX love. 100% say it is fun to use. Efficiency comes standard.

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

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

KEY:

Axapta

Great Plains

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

Integrity Data http://www.integrity-data.com/software/ aca-compliance/ â&#x20AC;˘ 888-786-6162 Integrity Data ACA Compliance Solution A 360Â° reporting & tracking engine that makes ACA compliance a non-issue. Automatically tracks eligibility, tests affordability, and generates, prints and e-files Form 1095-C/ 1094-C. MHC Software, Inc. http://www.mhcsoftwareinc.com 952-882-3341 Electronic Direct Deposit Delivery Email direct deposits to employees rather than printing/distributing. Password protected PDF attachments are emailed to employee. Fast ROI.

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

Procurement Management Ariett http://www.ariett.com â&#x20AC;˘ 781-826-1120 Cloud Requisition, PO, Invoice and Contract Solution with Catalogs, cXML Punch-out and Budget Checking on Any Device Empowers employees to generate savings from any phone/tablet/laptop.

Navision

Solomon

eRequester by Paperless Business Systems http://spendwise.ly/eRequestereProcurement â&#x20AC;˘ 206-256-0771 ext. 123 eRequester eRequester e-procurement is top rated for ease-of-use & time-to-value. Top features: Approval Workflow Engine, PO, RFQ, Punchout, Inventory, & Expense Management. Trusted for over 16 years.

Paramount WorkPlace http://www.ParamountWorkPlace.com 800-725-4408 Paramount WorkPlace Requisition & Procurement Requisition, PunchOut, Check Request, Budget Compliance, RFQ, PO Generation, Receiving, Invoice Matching & Vendor Contract Compliance, Robust Approvals Engine.

Sable37 http://www.sable37.com/ax-add-ons/ 336-207-6800 Product Lifecycle Management Wizards/templates manage Item creation in AX. Workflow controls activities. Advanced Item inquiry, Item creation templates, Catalog creation. Costing sheet â&#x20AC;&#x201C; determine feasibility, pricing, margin review.

Project Accounting

Journyx http://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.

Purchase Order Processing Enhancement

Paramount WorkPlace http://www.ParamountWorkPlace.com 800-725-4408 NEW: Paramount WorkPlace Spend Management Intuitive Web-based & Mobile Spend Management Solutions. Requisition & Procurement, and Expense solutions that are easy for employees, effective for management, powerful for accounting Red Maple http://www.redmaple.com â&#x20AC;˘ 972-980-6963 Red Maple's Purchase Rebates Purchase Rebates tracks your rebates receivable. Rebates can be triggered and calculated on many criteria. Rebates can be calculated per invoice or over time. Promotional rebates can be calculated as well.

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

Customer Relationship Management

Retail Management System

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

Efima http://www.dooap.com â&#x20AC;˘ 817-706-5779 NEW: Dooap Dooap is Accounts Payable automation for the new Microsoft Dynamics AX7. Itâ&#x20AC;&#x2122;s invoice automation that both users and AX love. 100% say it is fun to use. Efficiency comes standard.

eRequester by Paperless Business Systems http://spendwise.ly/eRequester-PO 206-256-0771 ext. 123 eRequester | PO Web requisitions, approvals, POs, Punchout, budget tracking and more. Powerful spend management tools for improving efficiency & visibility. Paramount WorkPlace http://www.ParamountWorkPlace.com 800-725-4408 Paramount WorkPlace Requisition & Procurement Requisition, PunchOut, Check Request, Budget Compliance, RFQ, PO Generation, Receiving, Invoice Matching & Vendor Contract Compliance, Robust Approvals Engine.

Point of Sale

Q3 2016 | 87

HORIZONTAL

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

Greenshades Software

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

Quality Control

HORIZONTAL

Rebates Sable37 http://www.sable37.com/ax-add-ons/ 336-207-6800 Rebates, Royalties and Deductions Complex customer rebates, vendor rebates, royalties. Multiple concurrent and overlapping rebate/royalty agreements for the same vendor/customer; dissimilar time periods for accrual and claims. Product group rebates.

Sales Order Processing Enhancement

Reporting

deFacto Global, Inc. http://www.deFactoGlobal.com 203-894-1789 ext. 221 deFacto Performance Management Premier â&#x20AC;&#x153;All-in-Oneâ&#x20AC;? Dynamics Financial & Operational Budgeting, Forecasting, Consolidation, Analysis and Reporting, Excel/Web-based. Powerful, Affordable. Prophix http://www.prophix.com 905-279-8711 Prophix Leading developer of performance management solutions designed to automate financial and operational processes. High-end functionality with powerful, adaptable solutions built on the Microsoft SQL Server stack.

Receivables Enhancement Nodus Technologies, Inc. http://www.nodus.com/epay_advantage.html 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, payment plans and remote order entry.

Adra http://www.adra.com â&#x20AC;˘ +44 207 868 5171 ACCOUNTSTM Transaction Matching Software ACCOUNTS is a software solution that replaces cumbersome spreadsheets and error-prone manual reconciliations with a rules driven, automated solution for all types of transaction matching. Adra http://www.adra.com â&#x20AC;˘ +44 207 868 5171 BALANCER - Balance Sheet Reconciliation Software BALANCER allows you to replace cumbersome spreadsheets and error-prone manual tasks with a full real-time overview of the entire balance sheet reconciliation process. Free up time and close faster with BALANCER.

Axapta

Great Plains

88 | AXUG Magazine

Requisition Management Paramount WorkPlace

Reconciliation

KEY:

http://www.ParamountWorkPlace.com 800-725-4408 Paramount WorkPlace Requisition & Procurement Requisition, PunchOut, Check Request, Budget Compliance, RFQ, PO Generation, Receiving, Invoice Matching & Vendor Contract Compliance, Robust Approvals Engine. Paramount WorkPlace http://www.ParamountWorkPlace.com 800-725-4408 NEW: Paramount WorkPlace Spend Management Intuitive Web-based & Mobile Spend Management Solutions. Requisition & Procurement, and Expense solutions that are easy for employees, effective for management, powerful for accounting

Navision

Solomon

Altec http://www.altec-inc.com 800-997-9921 ext. 1255 DocLink Integrated Document Management Capture, workflow, output & archive w/DocLink, Doc. Mgmt. for Dynamics. Red Maple http://www.redmaple.com â&#x20AC;˘ 972-980-6963 Red Maple's Advanced Trade and Pricing Adv Trade extends pricing capabilities to include complex pricing structures, extends billing, billing schedules and revenue recognition of complex transactions. Contracts can be generated and managed easily.

Sales Tax

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

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

Retail Management System

Supply Chain Management Arbela Technologies http://www.arbelatech.com â&#x20AC;˘ 949-291-4777 Arbela Technologies Our specialties can align with all your industry-specific and evolving business needs. With minimum customizations, we tailor AX and CRM to effectively reduce costs and improve efficiency. Gain from our experience! ASC Software http://www.ascsoftware.com â&#x20AC;˘ 937-429-1428 ASCTrac Award winning, scalable WMS for Distribution, Manufacturing & 3PL operations. Over 25 years of features & functions built-in.

Data Masons Software

Security

Customer Relationship Management

FASCOR http://www.fascor.com â&#x20AC;˘ 513-421-1777 ext. 103 NEW: FASCOR TMS TMS is an integrated solution for small parcel & LTL shipping. Carrier Certified for UPS, FedEx, USPS (Endicia), LTL & other carriers. Feature rich & user configurable / multiple integration options including Dyn GP.

http://www.datamasons.com/thelist 866-575-1631 Vantage Point EDI for Dynamics EDI Made Simple for Dynamics: ERP integration without customization.

Point of Sale

Sable37 http://www.sable37.com/ax-add-ons/ 336-207-6800 Inbound Transportation Management & Landed Cost Inbound shipment status, Multiple/ Part PO/Multi Vendor shipments. Transfer Orders, all AX costing methods, Receiving by container, Multiple cost calc and allocation methods, Multimodal, Complex routing. Sable37 http://www.sable37.com/ax-add-ons/ 336-207-6800 Demand Forecaster Create an initial Statistical best fit Forecast from AX sales data or imported data. Create collaborative Demand Plan with top-down or bottom up adjustments. Stores multiple Forecasts. Feed into AX-MRP

Tax

Warranty and Claims Management Thomson Reuters http://tax.thomsonreuters.com/DynamicsTax 888-885-0206 Sales Tax Automation for Microsoft Dynamics Thomson Reuters ONESOURCE Indirect Tax is a cloud-based sales and use calculation, document management, filing and remittance solution that integrates with Microsoft Dynamics to simplify the sales tax process.

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

Time and Attendance Avalara, Inc.

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

Travel Expense Management ImageTag, Inc. http://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! Nexonia http://www.nexonia.com â&#x20AC;˘ 800-291-4829 Nexonia Highly-configurable cloud-based expense reports and timesheets solutions, seamlessly integrated with MS Dynamics, incl. VAT & multi-currency. With mobile apps for iOS, Android, BlackBerry 10 & Windows Mobile phones.

Axapta

Great Plains

docSTAR http://www.docstar.com â&#x20AC;˘ 888-docSTAR docSTAR eclipse Smart AP Automation docSTAR is the premier AP automation solution provider. SaaS or on-premises deployment options. Mobile access. Intelligent data capture. Advanced workflow. Microsoft Dynamics ERP integration. Efima http://www.dooap.com â&#x20AC;˘ 817-706-5779 NEW: Dooap Dooap is Accounts Payable automation for the new Microsoft Dynamics AX7. Itâ&#x20AC;&#x2122;s invoice automation that both users and AX love. 100% say it is fun to use. Efficiency comes standard.

KEY:

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

Navision

Solomon

Customer Relationship Management

Retail Management System

Metafile Information Systems, Inc. http://www.metaviewer.com â&#x20AC;˘ 507-286-9232 MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solutions by adding integrated scanning, OCR, eInvoicing, workflow, and AP/AR Automation. MHC Software, Inc. http://www.mhcsoftwareinc.com 952-882-3341 MHC Workflow Easily route documents needing approval- invoices, HR docs, etc. electronically. Ensures they are not lost, stalled or misplaced.

Red Maple http://www.redmaple.com â&#x20AC;˘ 972-980-6963 Red Maple's Advanced Workflow Email Client Adv. Workflow Email Client allows you to approve, reject or redirect workflows from mobile devices that use Microsoft Exchange Server without having to launch AX. Red Maple's Adv. Workflow is required. Red Maple http://www.redmaple.com â&#x20AC;˘ 972-980-6963 Red Maple's Advanced Workflow Adv Workflow enables workflows to launch automatically on defined criteria or events. Includes 50+ predefined Types (2012)/Templates (2009) to expedite rollouts. New records can be locked during approval process.

Point of Sale

Q3 2016 | 89

HORIZONTAL

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

Services Application Service Provider/Hosting

Cloud Computing

Data Resolution, LLC MG Technology Group http://www.mgtechgroup.com/about-us/ partner-program/ â&#x20AC;˘ 866-350-9310 Dedicated Dynamics ERP Hosting Services - 99.999% SLA, SSAE16 13+ years experience, you own the customer relationship, 100% US support.

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

WatServ http://www.watserv.com â&#x20AC;˘ 866-531-2598 Global leader of Hosted Managed Services for Dynamics ERP & CRM Offering Private, Hybrid, & Azure hosted managed services with 24-7-365 world class global support for customers of all sizes and complexities.

Azure Managed Cloud Services

http://www.dataresolution.net â&#x20AC;˘ 877-878-9108 ERP Clouds Data Resolution is dedicated to delivering private ERP & CRM cloud services branded as the partners brand. We keep all of our cloud customers optimized & working 24 hours a day, worldwide for the last 15 years.

Myappsanywhere http://www.myappsanywhere.com 888-636-HOST Premier Cloud Computing Provider Myappsanywhere delivers an integrated suite of cloud-based Microsoft Dynamics and ISV applications, including 99.999% uptime, customizations and secure storage in its privately owned, SSAE 16 data center facilities. Paramount WorkPlace http://ParamountWorkPlace.com/solutions/ travel-and-expense/ â&#x20AC;˘ 800-725-4408 Paramount WorkPlace Expense Mobile 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 Act. Paramount WorkPlace

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

Marketing Planning & Services WatServ http://www.watserv.com â&#x20AC;˘ 866-531-2598 Global leader of Hosted Managed Services for Dynamics ERP & CRM Offering Private, Hybrid, & Azure hosted managed services with 24-7-365 world class global support for customers of all sizes and complexities.

Custom Development Journyx http://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.

HR & Payroll Implementation & Consulting

SERVICES KEY:

Axapta

Great Plains

90 | AXUG Magazine

Navision

Solomon

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

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

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

Implementation Services

Bond Consulting Services http://www.BondConsultingServices.com 562-988-3451 Custom ERP & CRM Solutions That Streamline Your Business Processes The go-to team of trusted advisors moving you forward with Microsoft Dynamics ERP and CRM solutions for SMB and Enterprise.

Paramount WorkPlace WatServ http://www.watserv.com â&#x20AC;˘ 866-531-2598 Global leader of Hosted Managed Services for Dynamics ERP & CRM Offering Private, Hybrid, & Azure hosted managed services with 24-7-365 world class global support for customers of all sizes and complexities.

Looking Glass Marketing

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

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

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

OnDemand Trials

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

Customer Relationship Management

Retail Management System

Point of Sale

Partner Support Service

Sales Tax Management Service

Plumbline Consulting, LLC.

Avalara, Inc.

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

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

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

Upgrades

Writing/Documentation Services The Partner Marketing Group

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

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

The List Mobile Search by keyword, or filter by Microsoft Dynamics product line, Industry, Horizontal or Service offerings with the new Mobile Version of The List! Add it to your home screen from: Â

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SERVICES

KEY:

Axapta

Great Plains

Navision

Solomon

Customer Relationship Management

Retail Management System

Point of Sale

Q3 2016 | 91

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Accounts payable automation for the new Microsoft Dynamics AX7