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2020 EVENTS CALENDAR

Find the

CONFERENCE

that is right for you!

Power Platform World Tour

An event dedicated to Microsoft power platform applications for users and partners

Multiple cities/dates worldwide

extreme365

The essential technical and go-to-market readiness event for Microsoft Dynamics 365 partners

Barcelona | 9-12 March

Community Summit

The largest annual event for Microsoft Business Applications community for users and partners

Barcelona | 9-12 March

D365 Focus

An event with deep-dive learning for users and partners of Microsoft Business Applications

Denver | May 18-19

Community Summit

The largest annual event for Microsoft Business Applications community for users and partners

Australia | 18-21 August 2020

Dynamics GP Tech Conference

An event dedicated to the technical learning and education of Microsoft Dynamics GP partners

Fargo | August 25-27

extreme365

The essential technical and go-to-market readiness event for Microsoft Dynamics 365 partners

Nashville | October 6-9

Community Summit

The largest annual event for Microsoft Business Applications community for users and partners

Nashville | October 6-9

D365 Focus

An event with deep-dive learning for users and partners of Microsoft Business Applications

Europe | Fall 2020

Visit: www.dynamiccommunities.com/conferences

4 | The Partner Channel Magazine

contents

THE PARTNER CHANNEL® MAGAZINE

WINTER 2019/2020 4 7 8

EVENTS CALENDAR

WELCOME

26

PARTNER PROFILE

Kerry Hataley, Nanook Software

CREATING, EXECUTING, AND MEASURING The Success of your Lead Nurturing Strategy

10

MICROSOFT CERTIFICATIONS Q&A

Toby Richards

2 1 13 14 18

THE ROAD TO APPSOURCE

Benny Dor

INSIDER VIEWPOINT

Lisa Oberg

SUMMIT 2019

Photo Recap

5 WAYS PARTNERS NEED TO EVOLVE

Michelle Glennie, Cheryl Salazar & Partner Marketing Group

2 2 25 25 26

THE EVOLVING PARTNER Liesa Malik

LEARN ABOUT CMA Chad Collett

BROOK WEBB SMITH MEMORIAL AWARD CREATING, EXECUTING, AND MEASURING - THE SUCCESS OF YOUR LEAD NURTURING STRATEGY

Chad Collett

30 31

ADVERTISER INDEX

THE LIST

A PUBLICATION DEDICATED TO BUILDING A COMMUNITY FOR PARTNERS H2 2019/2020 | 5

WELCOME

DIRECTOR, PARTNER ENGAGEMENT DENISE ADAMS

Happy New Year!

W

ith the holiday season and another year behind us, I find it the perfect time to reflect and give thanks for all that we have been able to accomplish and learn during the past year - both individually and collectively.

We at Dynamic Communities give special thanks to all of you as a part of the community who have helped us build. We’re proud to be able to help provide an environment for partners and customers to learn, share, collaborate, and to develop both personally and professionally. Your contributions and commitments have helped us to build and grow this thriving community, and together, there is so much more we can accomplish.

Moving into the new year, as we continue to grow and evolve, we know that there will be challenges, but our focus and commitment to our community will remain the core. We are grateful that you are part of this journey with us and we are looking forward to the future with much excitement and anticipation that will include new opportunities, new offerings and strengthened relationships.

From all of us at Dynamic Communities, we wish you a very successful 2020!

Denise Adams Director, Partner Engagement

GOING DIGITAL As a Microsoft Partner, expanding your professional network and growing your customer base is important to you. Dynamic Communities is excited to announce that we are moving our magazines to a digital platform to better support your needs. If you’re interested in sharing your expertise with the community, fill out your User Group volunteer profile and indicate an interest in ‘Writing’ or email productmarketing@dynamiccommunities.com.

We look forward to working with you!

H2 2019/2020 | 7

Partner Profile

“I will argue with any partner that the community will not decrease your business but makes your business more profitable with not only more Name: Kerry Hataley Job Title: Owner Company: Nanook Software

clients but with more informed and intelligent clients. The community allows them to be more educated which makes my job simpler but more interesting. They come to me with more difficult problems - which I then can charge more for and they feel they are getting more value for the dollar.”

Dynamic Communities (DC): How long have you been a part of the User Group community?

Kerry Hataley: Since 2008. I attended the very first meeting in Orlando in the basement of the Peabody Hotel (24) of us.

DC: What made you decide to join a User Group?

Kerry: The sense of community, seeing the power that Convergence had under Doug and team that was getting lost by Microsoft.

DC: As a partner, what are the benefits year over year of being a part of a user group?

Kerry: The networking of peers and potential customers. Being able to share knowledge.

DC: How has your relationship with Dynamics GP changed since you’ve become involved in the user group? How does that reflect in your relationship with your customers?

Kerry: I have been involved with Dynamics GP since 1994 (Version 2.0 on a MAC), so I have always been invested in the product. GPUG has allowed me to keep expanding my knowledge via the community and their collective knowledge that is available to me.

DC: Can you share an example of how being a part of a user group has helped you or your company?

Kerry: I was warned early on by some people, that joining the community and participating would decrease my customer billings. They argued that by letting the customer have access to this free knowledge, I would lose a large portion of my consulting business. In my head, this didn’t make sense, so I moved forward. Since that time, I can say that I found their concerns to be false. I will argue with any partner that the community will not decrease your business but makes your business more profitable with not only more clients but with more informed and intelligent clients. The community allows them to be more educated which makes my job simpler but more interesting.

They come to me with more difficult problems - which I then can charge more for and they feel they are getting more value for the dollar.

8 | The Partner Channel Magazine

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with a global leader in tax technology

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MICROSOFT CERTIFICATIONS Toby Richards GENERAL MANGER Partner GTM & Programs, MICROSOFT

What has been the catalyst for the significant changes to the Cloud Business Applications competency as Microsoft rejuvenates relationships with its customers and partners? Why now? And what was Microsoft hoping this would accomplish for the company?

Updates to the Cloud Business Applications competency are driven by the customer need to identify partners who have greater capability to implement and deploy Dynamics 365. The bar has been raised for our gold and silver partners in this competency, and this journey to differentiate our most qualified partners will continue as we include more customer-centric measures of success and more skills evaluations for partners to indicate their areas of expertise. This change is needed now as we have more customers who have moved to our cloud platform and we want to connect these customers to the right partners for their business needs.

While the program has gone through tremendous changes, how does the competency program benefit partners and customers?

The changes to the Cloud Business Application program will improve the experience for customers as they select partners who will have met a higher threshold and proven greater customer success in their Dynamics practice. Customers can have greater confidence in the capabilities of our partners with gold and silver competency as we continue to iterate on the qualification model for our partners.

Partners will benefit from these changes as they will be able to differentiate themselves as highly capable in their Dynamics practice. The gold and silver Cloud Business Applications competency badges will hold a high value that will continue to grow as we take our partners on this transformation.

10 | The Partner Channel Magazine

Q A &

Did partners have any say into how the program was built out? How were partners involved in the process?

Microsoft has established forums such as our Partner Advisory Council (PAC) of Dynamics partners to provide input and feedback on any significant change to our business. We consulted with our Dynamics PAC for over a year on current and upcoming changes to the Cloud Business Applications competency eligibility requirements, timing, and related role-based certifications.

Please explain the relationship between cloudbased and on-prem in terms of certification importance. Do the competencies lean more towards one vs the other?

Microsoft is a cloud company. The Cloud Business Applications competency focuses on cloudbased technical capability and performance. We are focused on providing greater differentiation to cloud partners and this is where we see the greatest customer need and partner opportunity.

Explain the difference between gold and silver level competencies? What is the reasoning for multiple levels?

The difference between gold and silver competency indicates the level of the partner’s capability a customer can expect.  Partners that attain a gold competency are differentiated as those with the highest level of expertise in their evaluated areas.

Fundamentally, do you expect the certification process and relationship to continue to change, or does this program signal a framework where evolution can be built upon it? Please explain.

Certification programs will continue to evolve in the future as new products are introduced to the market. We continue to evaluate various roles within customer and partner organizations and will make determinations on release new rolebased certifications as necessary.

How do you see the competency program evolving in the future? Are there any new phases being worked on now? Anything along the lines of programs, process, benefits or scope?

Competencies, which are for partners that deliver services, will continue to evolve as customer need and market changes require continuous adjustments. Microsoft always considers the best way to provide a highly reliable program that meets the needs of customers who are looking for partners to meet their business needs. We also examine how to deliver a valuable partner program experience that meets the needs of our partners at various stages of their practice journey.

We have begun introducing advanced specializations for partners that have specific gold competencies which further differentiate customer scenarios in which partners have expertise. Advanced specializations for business applications scenarios are coming starting in calendar year 2020.

What is Microsoft doing to help partners as these competency changes take effect?

Microsoft has invested heavily in providing more training and enablement resources for partners to increase their skill level in order to meet the higher bar of the Cloud Business Applications competency. Additionally, there have been greater number of bootcamp training events held. It is important to us to support our partners and provide resources to enable them to best take advantage of the competency program.

H2 2019/2020 | 11

The Road to AppSource

by Benny Dor, Operations Lead, Foodware 365 We are approaching the end of this calendar year. Looking back, I can already conclude that it was an exciting, energizing and challenging year for the Foodware 365 team rebuilding the solution from scratch. Resetting their minds, no more typical ERP restrictions, thanks to having access to the whole Microsoft Dynamics 365 platform. This platform enables us to create the most valuable solution in the Food Industry. There is still one hurdle to take and to explore, the road to AppSource. AppSource is Microsoft’s app store where users can try & buy their purpose driven extensions for Dynamics 365 Business Central and other Microsoft business applications.

If you have been following our blogs the past year you already know creating Foodware 365 is not solely focused on creating lines of codes.

Creating Foodware 365 has many domains where processes were needed to be designed, evaluated and secured. If we take a look at AppSource, technology and marketing are two main focus areas.

For us, the ISVs, it does not end after the app is live on AppSource, actually we’re driving upwards into the next intersection. As Business Central will continuously be updated for Microsoft, so should our apps. That means that we already have designed and put these processes in place. Updating our apps does not only mean compatibility with every new Business Central version. More importantly, we will continuously adjust and add features and functions in our apps, making sure that we help our end users not only with today’s challenges, but even on the challenges of tomorrow.

This article provided to us by Benny Dor, Operations Lead at Foodware 365

https://www.foodware365.com/en/

When it comes to the technology part, an app is more than just a set of tables, pages and functions. It is complemented with automated test scripts, version control, upgrade code, languages and much more. To ensure a troublefree experience from an end-user perspective every app is validated by Microsoft. First of all they run through a set of comprehensive automated tests. Prior to making it available on AppSource the apps will also be tested manually and feedback will be supplied to us.

Besides the technology also marketing makes up a big part of the AppSource validation. This extends from clear app descriptions to work instructions and app brochures.

For Microsoft the goal of these validations is to ensure a consistent end user experience while browsing through AppSource finding the right solution. When he or she has found the correct app, Microsoft need to make sure it can be installed easily and runs on Business Central.

The end user should not hit any issues within their environment, for them it should be business as usual. Just one difference: a Foodware 365 solution is available in their environment.

12 | The Partner Channel Magazine

https://appsource.microsoft.com/en-us/ product/dynamics-365-business-central/PUBID. foodware365%7CAID.foodware_365_advanced_ attributes%7CPAPPID.de6acd9d-87f7-4096b6b8-4fb14900cbb5?tab=Overview

INSIDER VIEWPOINT

by Lisa Oberg, BC/NAV User Group Program Manager, Dynamic Communities For the past year, I worked with the Microsoft team supporting the marketing validation process for getting apps live on AppSource. I had the privilege to work closely with Benny Dor and the team at Foodware 365 to support their effort to create their solutions and make them available via AppSource. During this experience, I learned a lot of best practices. Our team created some valuable resources to help guide Partners through this process.

There are two very important checklists to assist you. Please refer to the marketing and technical checklists as you prepare your App for AppSource. Refer to the Marketing and Technical Validation Checklists to ensure you pass the validation points https://aka.ms/AppSourceGo Please reference this guide for creating your offer on Partner Center https://docs.microsoft.com/ en-us/azure/marketplace/partner-center-portal/create-new-business-central-offer Access Partner Center - Follow this link to get started https://partner.microsoft.com/en-us/ dashboard/account/v3/enrollment/introduction/azureisv NOTE: If you face issues with this initial step to access Partner Center and start creating your new offer, please create a Support Ticket at https://aka.ms/marketplacepublishersupport Microsoft Dynamics 365 Business Central Apps available on AppSource just passed 500 apps.

Please check out the great examples that are currently live and use that as an incentive to get your solution live on AppSource before you miss out on the opportunity to provide your solution to the end users. https://appsource.microsoft.com/en-us/marketplace/apps?product=dynamics365%3Bdynamics-365-business-central&page=1

This Insider Viewpoint provided to us by Lisa Oberg Microsoft Dynamic 365 Business Central User Group | NAV User Group Program Manager www.NAVug.com

H2 2019/2020 | 13

Summit 2019

Fun While You Learn 14 | The Partner Channel Magazine

Celebrate

Community Summit | March 6-9, 2020 | summitnorthamerica.com H2 2019/2020 | 15

Look at What You Missed

16 | The Partner Channel Magazine

Join Us NEXT YEAR

Community Summit | March 6-9, 2020 | summitnorthamerica.com H2 2019/2020 | 17

5

Ways

PARTNERS NEED TO EVOLVE

Their Marketing By: Michelle Glennie, Cheryl Salazar and The Partner Marketing Group team

As a marketing partner for the technology channel, we have seen significant changes in this industry many times over, but this is a real evolution. The cloud has forced many of our partner clients to adapt in ways they haven’t before—from the products they sell, to how they deploy them, to finding new ways to bring value to their customers.

Technology marketing has also changed significantly in the past few years. New tools, new channels and new customer expectations are just a few reasons why it’s time to evolve your marketing to engage today’s customers. Our senior consultants have five ways you can get started.

1. Technology

Technology is the center of your universe (or at least your channel). You market it, you sell it, you implement it, you customize it, and you support it. You are crushing technology. Then why is it something we see a lot of partners and ISVs struggle with when it comes to their own marketing? Just like you want your prospects and customers to upgrade their ERP and CRM systems, it’s likely time to evolve your marketing technology.

There are many different directions you can go with technology for marketing, but let’s focus on one key area – marketing automation. First, it’s important to note that tools like Constant Contact and Mailchimp are email distribution tools, not marketing automation tools. While you do get some insight about your email campaigns, you do not get as much as you would from a true marketing automation tool.

We hear quite often that marketing needs to prove its value. However, it’s difficult to prove what’s working and what’s not when campaigns and events are not tracked consistently. With a true marketing automation tool, you can integrate data with CRM and automate many tasks around email marketing, social media posting and even ad campaigns. Not only will you capture more data, you’ll be able to use it to understand how campaigns are being received and responded to. You will also create a smoother, more consistent, and more personalized experience for your prospects and customers.

Another big benefit is helping your marketing and sales teams work together to close deals faster and more effectively. Who doesn’t want that?

18 | The Partner Channel Magazine

2. LinkedIn

Think of LinkedIn as a “tradeshow from your couch.”

There is a lot of opportunity, but if you just show up and walk the floor, you’re going to get lackluster results.

According to TPMG’s 2019 Technology Marketing Benchmarks and Trends Report, less than half the technology marketers surveyed said they were using LinkedIn successfully.

A majority of partners are in what we call the “just browsing” phase. Walking the tradeshow floor, with no budget and no presence.

To evolve your LinkedIn marketing and see results, you need to: • Optimize. Strengthen your presence with a content calendar incorporating product event calendars from Microsoft, as well as your own events and activities.

Build your brand with original, consistent banners for your company and employee profiles.

• Publish. Post at least twice a week and publish longform articles through LinkedIn Publisher. What should you post?

- Share highlights from your blogs and link back to your site.

- Have all employees write blogs from events and tradeshows they attend.

- Share articles from other thought leaders around the web and add your comments.

• Engage. Content published by companies that involve their employees in their LinkedIn plan reach twice as many people as those who do not have a companywide program. To get better results from your LinkedIn content: - Train your employees. Share how they can connect to your company and optimize their profiles by adding your company banners and branding.

- Make it easy. Use tools like GaggleAmp to notify employees of all your posts, provide specific actions (post, comment, etc.) and even give them the message to post! If you aren’t ready to implement a platform to manage your employee engagement, be prepared to send out emails.

- Incentivize. GaggleAMP can track each employee’s activities and reward “points” for participation. Or, you can provide companywide rewards when you reach your organizational goals through LinkedIn. • Amplify Your Reach. Use the FULL suite of LinkedIn tools for more direct lead generation. This includes paid advertising (sponsoring posts to people outside your audience), as well as Sales Navigator for accountbased and niche marketing.

3. SEO

SEO is as important as it’s ever been and, if you’ve been neglecting it, it’s time to make it a priority. Here are a few tips to give you some direction.

When writing your content, keywords are still essential.

They can help focus your content and give you a peek into what users are seeking help with, but they may not improve your organic rankings. Instead of writing around keywords, write for the prospects you’re hoping will buy your products. Search engine spiders don’t buy anything from you—people do—so make sure your content answers their questions. Not sure what questions they ask? Start with your own sales team or support desk, or create an account on Quora where you can get a glimpse into the type of knowledge your audience is seeking.

With Google’s latest update, BERT, content marketing has become more important because the algorithm has been adjusted to understand natural language processing. You’ve probably already seen BERT at work during recent searches.

For example, you might type into the Google search something like “parking on a hill with no curb” and, in the past, would have received directions on how to park on a hill. With the new update, Google now understands that you want to know how to park on a hill when there is no curb available and will deliver a more relevant result. What does this all mean for you? It means you need to get very specific with the content you create.

Typically, when you write informational content, the pieces tend to be longer (500 words or more). While you may see much of your long-form content ranking well, the new algorithm doesn’t focus on length of content, but on the QUALITY of the content and how relevant it is to answering the search string. So, tying this back to what type of content you should create, focus on creating content that is unique, informative, useful and compelling.

If someone is typing “how to reconcile bank accounts in Dynamics 365 Business Central” in the search box, then that is the article you should be writing.

As mentioned, a good place to look for content ideas would be your own support team. Ask them for common questions they hear and write blogs and articles to answer them. You can bet that if one person is asking, there are many more with the same question and why not pull them into your site for the answer.

The key takeaway is that you need to create highly specific content, which is the perfect segue to our next topic—going vertical.

H2 2019/2020 | 19

5

4. Vertical Marketing

At a recent Microsoft Alumni panel, Dan Lewis (ex-Microsoft product manager and founder of Convoy) told a great story. He found himself unemployed at one point and was looking for a project or job that would excite him. It turns out in all his travels, he met a host of disgruntled truckers. Truckers, as you can imagine, put in many hours, travel long distances and are often forced to haul loads that are not very profitable. They often absorb penalties if they’re not able to deliver their loads on time (due to weather or an accident) and can make a poor and unpredictable living. He talked to hundreds of truckers, became an expert in their issues and frustrations and, as a result, founded Convoy. With Convoy, haulers are able to find drivers and the drivers are able to find more profitable loads that fit their schedule and routes.

So, what can we learn from Dan? Specialize. And by specialize, it means finding the niche where you can be most successful and where competition and solutions are lacking. Even if you’ve been vertically focused for a long time, there are always lessons you can learn. With the latest innovations in IoT, AI, and machine learning, partners and ISVs have an opportunity to evolve and expand beyond selling siloed solutions. Be careful of following others, the idea behind being vertically focused is to be unique, otherwise you flatten the market and diminish your ability to charge a premium. Take the time to review your marketing materials, and using the recommendations we have about content pillars, create 2-3 new items that highlight new or additional solutions you’re bringing to market.

Identify unfilled needs: Like Dan, seek to understand the following: • Where do businesses continue to struggle?

• Where are they poorly served?

• Could you expand beyond your current customer base? For example, if you’re in the Mining sector, is Oil and Gas or Natural Gas Exploration the next best thing for you? Or is localizing your solution geographically within the Mining sector a better option?

Specialized organizations that are well served are unlikely to switch service providers based on price. They place a high value on companies that truly know their business. If you’re expanding to another vertical, look at your marketing best practices and clone them. If there was a specific piece of content or series of articles that resonated well, consider that a starting point. Don’t neglect publications and advertising as a way to build your brand in a new area. Knowing what’s available in the form of industry publications, tradeshows and forums can help you penetrate a new market with an existing solution that may be very relevant. If you’re an ISV building a solution for a vertical market, you will likely be expanding your channel to embrace partners outside of your current focus area.

Learn about your competitors: Microsoft partners are not your only competition. You also need to look at AWS partners, IBM, SAP, app marketplaces, as well as other global and industry partners and ISVs. Understanding what other competitors are doing can generate ideas on where you may be able to innovate. In some instances, you may want to partner with an app provider to round out your existing solution(s) and then build content and collateral around your newly enhanced solution.

Expand geographically: Unless you’re in a very large city, geographic expansion goes hand-in-hand with a vertical strategy. You may consider expanding to other states or to other countries, being sensitive to the localization of your marketing materials. Validate your grammar (British English vs. American English), images and demographics. Look at other in-country solutions to get an idea of where to start.

At TPMG, we have found that partners with a vertical specialty are 200x more successful than partners who are more horizontal. Vertical marketing results in much higher response rates and more qualified leads.

20 | The Partner Channel Magazine

5. Content

If there’s one MUST EVOLVE RIGHT NOW in your marketing strategy, it’s content development. And not just any old content—the most important thing driving the need for evolution is the quality of content being created.

In a LinkedIn survey, 55% of decision makers used thought leadership to vet organizations they are considering working with. However, only 18% of the thought leadership content they received was VERY GOOD or EXCELLENT. That’s a huge opportunity for you but you’ve got to be willing to invest in original, educational, engaging content. It might require a shift in how you currently create and share your thought leadership.

How can you take your content to the next level?

• Create content clusters.

Instead of creating a single piece (like an eBook), create a whole set of content around a central theme that goes deeper into the topic. Look at what content decision makers and prospects may need at the various stages of the sales cycle. An eBook on Wholesale Distribution Technology Trends is great for awareness, but what about the prospect who already knows what he or she needs and is looking deeper into how it might work? Maybe that eBook has a trend that talks about ways distributors can get their goods to market faster. An article or video that dives deeper into that topic could be an ideal piece to add to your content cluster. A case study of a customer who implemented your solution and decreased their time to market is ideal for adding credibility and convincing a prospect in the bottom of the funnel to work with you.

• Provide TRUE thought leadership. The very best content is original. Surveys that can offer original research are one of the strongest lead magnets you can create. Not everyone can do an annual survey and report, but you still need to bring your unique knowledge into any content you create.

You want to showcase your expertise with a solution, or in a specific vertical market, by sharing real challenges and what you did to resolve them.

• Tell Stories. People love positive, engaging and relatable stories. One of the more compelling ways to tell a story (and demonstrate that critical thought leadership we mentioned above) is through your customers. Have a specific goal to get more customer stories into your marketing. Be creative with your stories! Use strong visuals, highlight powerful quotes, create short video stories or think outside the box and create customer stories in highly effective infographic formats. Once you have your pieces created, use them everywhere.

Don’t hide your case studies on one page of your website. Share them in your social media posts, throughout your site pages, and ALL your marketing touches (including emails).

We understand this is a lot of information to consume, but we always encourage smaller marketing teams to choose one area of focus and build from there. Doing something is always better than doing nothing at all!

The Partner Marketing Group’s consultants, writers and designers have been deeply invested in the technology channel for decades. They have evolved and elevated marketing for hundreds of software and technology companies and are passionate about helping you succeed. Contact the team at info@thepartnermarketinggroup.com to learn about their custom programs and services for partners.

H2 2019/2020 | 21

The

Evolving Partner

M

ost people know that whatever era we’re in, that period is both the best of times and the worst of times. The same is true for Microsoft ISVs today.

The Best Of Times Microsoft ISVs enjoy great benefits that few other publishers provide. For example: • The Microsoft brand and reputation makes selling a lot easier • The Microsoft worldwide marketplace is large, with an estimated 300,000 installations of Dynamics ERP products globally.

• Microsoft encourages ISVs to develop point solutions and industry extensions and is transforming Business Central into the world’s leading ERP development platform.

Now let’s look at “the worst of times,” and how we can make the most of them.

Challenge One: “Change Or Be Left Behind” Microsoft makes incredible, long-term strategic decisions. These decisions often cause disruptions to partners who are sometimes shocked by announcements that seem to negatively affect their businesses. It’s obvious that Microsoft’s main focus is on the next star ahead, whether that star be a new market, a new technology, or a new business model. Most ISVs have little ability to participate in Microsoft plans and strategies. ISVs’ current star is to move to Business Central Online.

Counterstrategy: Flexibility And Knowledge The key advantage that partners have in the marketplace is the ability to be flexible and captain their 22 | The Partner Channel Magazine

story by Liesa Malik Co-Founder & COO Tangicloud Technologies

futures. The best way to leverage that agility and adapt to whatever Microsoft and the market demand, is to stay informed and to work hard to retool and learn.

Go to local User Group events and attend conferences like Summit and Directions to be part of the classes and discussions, not just the exhibit halls and social events.

You’ll learn not only what Microsoft is doing, but what the marketplace is asking for.

And to stay ahead, make an ongoing reading list to revisit regularly. Here are some favorites: • https://www.dynamiccommunities.com/home • www.waldo.be • https://cloudblogs.microsoft.com/dynamics365/ • https://msdynamicsworld.com/software-topics/ dynamics-365.

• LinkedIn groups for Partners, SaaS, and industry specific topics • Facebook’s Microsoft Dynamics and Microsoft Dynamics NAV/D365 Business Central pages • And naturally, http://thepartnerchannel.com/ magazine/ Challenge Two: Saas Is Killing Software Revenue There was a time when partners could sell a single perpetual license and make enough on the software and implementation to survive months until the next deal came in.

Now, with subscription licenses, not only do partners make less money up front but there’s no guarantee that customers will renew when their subscriptions expire.

Under the SaaS model it generally takes at least three years to earn accumulated recurring revenues to match a perpetual license sale.

Counterstrategy: Service And Sales Of ISV Solutions While software revenues are collected over many years, ERP customers still need expert assistance to implement and support Business Central. In addition, while software margins are lower for the base Microsoft’s Business Central offering, higher margins are possible by selling ISV solutions because of their substantial added value and higher selling prices.

Here’s where the smart Microsoft partner comes in. It may feel like lost money up front, but by working smarter, there are many more gains in the long run. Software updates and upgrades are free and maintenance fees are eliminated, but you provide expert service with support, training, and upsell software licenses. Good partners have always been the customer’s trusted advisor. Now fulfill that promise by embracing the Microsoft strategic vision to move customers to the Intelligent Cloud using Business Central, Office 365, Customer Engagement and SQL Azure.

Another Month End. Another Set of Financials. Another Bud et.

Another Forecast.

PROSPERO

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Challenge Three: Market Demands Distrupt Your Plans A partner today may be comfortably selling perpetual licenses along with servers or other hardware when suddenly, one, two, then 10 or more prospects say, “but what about the cloud?” or “we want Business Central”.

Market demands can leave you scrambling.

Counterstrategy: Retool And Charge Ahead The agility of Partner businesses cannot be overemphasized as a critical success factor. But partners also need to embrace the new Microsoft platforms.

Prepare to respond to customer requests for the newest solutions Microsoft sets as market expectations.

Marketing, sales, and implementation methodologies need to be redesigned to fit market expectations. Today’s market expectation starts with the Microsoft Cloud. The cloud helps prospects and customers sleep better at night knowing their volumes of data are stored safely and they have access to it any time they want. Updates are handled “in the cloud” so that their systems are up to date all the time without unanticipated upgrade fees. Implementation practices must embrace fixed fee and on-boarding options as well as traditional time and materials methodology.

Be a smart partner. Adapt, adjust, evolve with the market. Be a change leader by using your knowledge of Microsoft road maps and by keeping your staff well trained. Adopt the latest platforms and Dynamics products to embrace the change. Be ready to take action: • ISVs should embrace the Ready To Go (RTG) program and get on the Microsoft AppSource with Business Central sooner rather than later. It’s hard work but will pay off over time.

• Resellers need to also sell ISV solutions as they provide higher software margins and so increase business valuations by building higher recurring software revenues.

• Update your skills not only on Dynamics 365, but also Office 365, CE, and the Power platform.

Are these the best of times or the worst of times for partners?

It’s your choice.

H2 2019/2020 | 23

Come and Learn More About CMA - Membership is Free by - Chad Collett, Director of Marketing, Ledgeview Partners Make sure you stay up to date on all the marketing news! As an added benefit to your membership, you have access to a great resource, Channel Marketing Alliance (CMA) powered by Dynamic Communities at www.channelmarketingalliance.com.

Create your free account and join our alliance to start collaborating with your peers today! Invite your marketing friends who would also benefit from this great resource.

Our goal is simple - to provide Channel Marketing Alliance members with educational and professional development. Learn more about: Monthly Webinars - Don’t miss the monthly live webinars allowing you to ask questions and get answers in real-time. Learn about relevant topics without the expense of travel.

Resource Library - Looking for help on Marketing KPIs and Budgets? This user-driven library will help share real world solutions to marketing’s biggest challenges.

Discussion Forum - Expert advice at your fingertips and dig into our member’s most pressing questions and concerns.

Member Testimonial “The discussion forums and upcoming webinars have been very valuable. I carve out time weekly to read the discussion forum threads to see what others are posting because it is relevant and look forward to the actionable takeaways from each webinar.”

For more information on Channel Marketing Alliance, check out www.channelmarketingalliance.com.

Congratulations Lindy Belley,

Recipient of the Brooke Webb Smith Memorial Award The award was presented on stage at this year’s Summit 2019. The BWS Memorial Award was created in honor of Brooke Webb Smith, founder of the Channel Marketing Alliance to recognize a marketer who demonstrates an enthusiasm for learning, sharing their knowledge and a passion for the art of marketing.

Brooke Webb Smith founded the Channel Marketing Alliance in fall of 2017 and served on the Board as Chairman. She had a deep passion for educating and mentorship for marketing professionals.

In her memory, we recognize a marketing professional for their community participation and love of learning.

The 2019 award recipient is Lindy Belley from Integrity Data. Congratulations Lindy!

The 2019 award nominees were Adrianne Machina, Amy Spencer, Barbara Pfeiffer, Brianne Van Reenen, Chelsea Schlepp, Jon Rivers, Julie Flaherty, Lindy Belley, Michelle Glennie, Natalie Jackson and Richard Lee. Lindy Belley

Gathered at Summit 2019: Natalie Jackson, Michelle Glennie, Jon Rivers, Lindy Belley, David Gersten, Anya Ciecierski H2 2019/2020 | 25

Creating, Executing, and Measuring the Success of Your Lead Nurturing Strategy story by Chad Collett, Director of Marketing, Ledgeview Partners

L

ead Nurturing is one of the most effective methods to engage with new leads and prospects to create marketing qualified leads, yet it is one of the most underutilized tools by marketers today.

Getting started with an automated campaign, drip marketing, lead nurturing… whatever we want to call it, is no easy task and requires planning, forethought, and the right technology to truly be an effective tactic.

As marketers we love CRM technology – it provides us with an amazing amount of information about our customers, our leads, and our prospects. Information we can utilize to build our strategic plan and measure the success of our marketing efforts. But the cog that makes it all turn is a good marketing automation solution, integrated with our CRM (like Microsoft Dynamics 365). Our marketing automation solution will provide the tools we need to funnel new prospects into marketing qualified leads. From email marketing, landing pages, and forms, to web tracking, lead scoring, and yes, automated campaigns, a marketers best friend is their marketing automation solution.

But how do we get started?

Before we craft that first email and hit send there are several steps and best practices that we need to consider.

It all starts with establishing our goals.

We know that nurturing our leads is important and that it is effective (for others). By establishing goals from the start, this will help us measure the success of our lead nurturing strategy and program. It will provide us a benchmark to strive for and to base program improvements around.

If lead nurturing is a new tactic, we may want to consider some of these goals or key performance indicators (KPIs) as our targets; delivery, open, and click rates, number of marketing qualified and sales qualified leads generated, lead to opportunity rate, and of course sales wins and new business gained.

With these goals in mind, it’s time to get our emails started right?

Not so fast. First we need to know who we are targeting. We want our content, our messages, and our calls-to-action to appeal to our specific buyer’s needs.

We need to develop our buyer personas.

26 | The Partner Channel Magazine

This may be one of the most overlooked tasks by organizations today. Marketers may feel they know who the target buyer is, but are they on the same page as sales? Has the profile changed since it was last done? Take the time to complete a simple exercise, together as a team, to develop or confirm each buyer persona. If the organization has multiple divisions, products, or service lines, the buyer profile may differ.

What role or job title is the person we are targeting? What is their background or demographic?

What are their goals, or the challenges that they face on a regular basis? What are their common objections? All these factors will play into the development of each buyer persona and is critical to ensure our messaging and content are on target.

With the buyer profile(s) complete, segmenting our marketing lists and campaigns becomes a breeze. But

as you begin to engage with new potential customers we want to make sure we are able to track their interest in us (as well as our interest in them).

We do this through lead scoring.

Lead scoring is one of my favorite marketing tactics. As targeted buyers continually engage with us through both inbound and outbound marketing, it is thrilling to see those lead scores rise. Clicking on our emails, downloading our eBooks and case studies, registering and/or attending our webinars (live vs on-demand), and perusing our website and landing pages. It all adds up as they progress down the marketing funnel towards becoming a marketing qualified lead (MQL). Developing a lead scoring program is a separate animal all in itself so take the time to carefully craft a scoring system using both implicit (action/engagement based scoring) and explicit (demographic/relationship) models.

H2 2019/2020 | 27

We have our goals, we’ve built our buyer personas, and we have established our lead scoring. Now it’s time to visit the library. Take stock in what content and assets that are in place to use in our automated campaigns.

Just like we would inventory our products, do we have enough marketing assets for our nurture campaigns? Do we have the RIGHT assets that fit the buyer persona and our calls-to-action? Are the eBooks, videos, case studies, and data sheets current and still relevant?

If we think in terms of our funnel, we want our content to match our buyer’s needs but also be used as a tool as we move them through the funnel. As we attract new leads and prospects, we can use blog posts, surveys, infographics and videos to move them to the middle of the funnel. As interest levels grow, utilize eBooks, check-lists, in-person events, both live and on-demand webinars, and ultimately provide demos, trial offers, and case studies as they push to the evaluation and consideration stage.

Keep in mind creating content and assets doesn’t have to be a challenge. If we host one webinar, that can produce a flurry of assets!

One 30 or 60 minute webinar can translate into an eBook, 4-5 small tips sheets, 2-3 infographics, several blog posts, and a month worth of social media posts. And think about how we can share each of these assets with our leads, prospects, and customers over time via email in our nurture campaign – all from just one webinar.

With a full library of resources it’s time to build our automated lead nurture program but there are a few best practices we want to consider.

Test, test, and then test again.

With marketing automation, marketers should utilize A/B testing with subject lines, body of emails (including graphics), and calls-toaction to see which is the most effective and resonates with our audience as the progress through the buyers journey.

Determine the email send cadence and timing of each message. What the optimal day of the week and 28 | The Partner Channel Magazine

time? Don’t forget to consider the time zone of the target buyer! Is it different than where we are located?

Determine how long to wait in between messages. We don’t want to bombard new leads with a message every single day. How long does it take them to process, and engage our information and/or share it with others?

And finally consider what happens when the nurture runs its course.

Did the lead or prospect engage with us on some level? Not at all?

Do we disqualify them or shift them

to another marketing list and a new nurture? All considerations we need to take into account in developing the journey.

Finally, measure the results against the goals established. Learn from failures (and yes, there will be failures) and built off successes.

All these steps and best practices can help create an automated nurture campaign that can make even the smallest of marketing teams achieve amazing results.

BRAND MESSAGE

New Logo, Same Benefits, Growing Community The whole idea of a user group is fundamentally simple: Find people who do what you do and share knowledge to better your workday.

Thank you for building an incredible commonwealth of shared Microsoft Business Applications platform experience and connections.

Our Story The value of our user group communities is based on the official founding in 2004, when a small group of CIOs discovered great benefit in sharing knowledge and experiences about their ongoing system and business strategies. Over the last 15 years, together we’ve grown to 10+ user group communities including the PowerApps User Group in 2018.

What’s Next We are excited to introduce an updated logo designed to better symbolize connecting passionate people and updated names for some of our user groups and events.

At the center of everything we do are the people who use the software. The logo represents our heart, passion and commitment to what you as a community have built.

Those interested in iconography may also notice the intentional intersecting letters “D” and “C”.

Profile Refresh We remain committed to getting to know you as an individual to best serve your needs, regardless of product version or skill level. Keep an eye on your inbox for the opportunity to update your profile!

Today, the Dynamic Communities User Groups represent over 280,000 Users, Partners, and MVPs across many industries, disciplines, and software applications. We continue to strive to meet a simple goal – to unite people of all levels through community.

Let’s do this together.

H2 2019/2020 | 29

ADVERTISER INDEX Corporate Renaissance Group. . . . . . . . . . . . 3 Dynamic Communities Community Summit. . . . . . . . . . . . . . . . . 6 Dynamic Communities - extreme365 . . . 24 KwikTag by enChoice. . . . . . . . . . . . . . . . . . 47

MSX Group. . . . . . . . . . . . . . . . . . . . . . . . . . . 23 Paramount WorkPlace. . . . . . . . . . . . . . . . . 28 SK Global . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 Vertex . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 Vicinity Software . . . . . . . . . . . . . . . . . . . . . . 48

find the logo

contest

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

Table of Contents

Events

The End of Each Article

Let us know when you find it!

Simply email info@dynamiccommunities.com by May 1, 2020 and let us know where you think the logo is located. A winner will be drawn at random and will receive a gift certificate.

30 | The Partner Channel Magazine

The List MOBILE Solutions at your fingertips

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

Powered by Dynamic Communities

Table of Contents Industry.....................Page 32 Horizontal..................Page 36 Services.....................Page 45

The List from Dynamic Communities is your tool for finding the solutions available from Microsoft Dynamics® Partners. Review the various industry, horizontal, and service offerings available and you may just find exactly what you’ve been looking for! The List is unique in that it shares only those solutions and services that work with the Microsoft Dynamics product line. We want you to spend time using the solution, not looking for it. If you have a product or service that you would like included on The List, please contact Jane.Olson@dynamiccommunities.com.

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

H2 2019/2020 | 31

Industry Aerospace

INDUSTRY

Arbela Technologies www.arbelatech.com • 949-291-4777 Arbela Technologies Whether in the enterprise or the cloud, on a mobile device or machine-to-machine, Arbela is a trusted advisor companies rely on to drive transformation & achieve strategic, financial & operational value.

Vicinity vicinitychem.com • 770-421-2467 ext. 201 VicinityChem VicinityChem meets the unique needs of chemical manufacturing companies.

From formula management to batchtickets. From Scheduling/MRP to GHS/ SDS. VicinityChem brings Microsoft Dynamics into the chemical industry.

Associations

Automotive

Data Masons www.datamasons.com/thelist • 866-575-1631 Data Masons EDI for Dynamics EDI Made Simple for Dynamics: ERP integration without customizations.

Slimstock

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

Consumer Packaged Goods

Vicinity vicinityfood.com • 770-421-2467 ext. 201 VicinityFood VicinityFood focuses exclusively on food processors and manufacturers.

VicinityFood addresses formula creation and management, batchticket processing, quality and food safety issues.

Data Masons

www.slimstock.com • 970-420-1777 Slim4 Inventory Optimization for Dynamics Forecasting, supply planning, and inventory optimization for distributors, manufacturers, 3PLs, and retailers.

Building Materials Arbela Technologies www.arbelatech.com • 949-291-4777 Arbela Technologies Whether in the enterprise or the cloud, on a mobile device or machine-to-machine, Arbela is a trusted advisor companies rely on to drive transformation & achieve strategic, financial & operational value.

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

KEY:

Vicinity www.vicinitysoftware.com 770-421-2467 ext. 201 Vicinity Software Vicinity’s ERP software manages formulation, quality control, compliance, production and planning for process manufacturers in the Food/Beverage, Chemical, Cosmetic, Paint, Personal Care and Pharmaceutical industries

DSI Global www.dsiglobal.com • 816-416-5000 DSI ScanWorkX for D365/AX The DSI ScanWorkX solution speeds the automation of data collection, including tracking, reporting and productivity functions. Mobile-first solutions to meet changing business needs and transform your supply chain.

D365 Customer Engagement/CRM

www.datamasons.com/thelist • 866-575-1631 Data Masons EDI for Dynamics EDI Made Simple for Dynamics: ERP integration without customizations.

HighJump www.highjump.com • 708-287-4026 HighJump Warehouse Edge HighJump Warehouse Edge is an advanced warehouse management solution with integrated shipping and actionable analytics for eCommerce Distributors, CPG, and more.

Lanham Associates® www.lanhamassoc.com 678-379-4200 ext. 105 Lanham EDI Start the day with sales orders; end with invoices - inside your ERP. Lanham EDI enables in-house control or managed services. AS2 & VAN. Lowest cost of ownership. More documents and users than any other provider.

Lanham Associates® www.lanhamassoc.com • 678-379-4200 Demand Planning Optimize inventory, increase profit and improve customer service levels at the same time. Customer/vendor collaboration, hub and spoke replenishment.

Machine learning. Unprecedented visibility to inventory.

Dynamics AX

32 | The Partner Channel Magazine

Dynamics GP

Vicinity vicinitychem.com • 770-421-2467 ext. 201 VicinityChem VicinityChem meets the unique needs of chemical manufacturing companies.

From formula management to batchtickets. From Scheduling/MRP to GHS/ SDS. VicinityChem brings Microsoft Dynamics into the chemical industry.

Vicinity vicinitybrew.com • 770-421-2467 ext. 201 VicinityBrew VicinityBrew brings Microsoft Dynamics to the brewing industry. VicinityBrew manages the master formulas (brew, fermentation and packaging) as well as scheduling/MRP, quality, TTB and lot trace.

Cross Industry Solution

ACOM Solutions, Inc. acom.com/electronic-payments/ 866-730-9248 Paperless AP Payment Automation for Microsoft Dynamics ACOM streamlines how companies process their supplier payments of any type via one intelligent platform gaining better control over cash, higher efficiencies and the ability to earn cash rebate revenue.

Dynamics NAV

D365 Unified Operations/AX

Arbela Technologies www.arbelatech.com • 949-291-4777 Master Data Centralization For Dynamics AX Arbela's Master Data Centralization for Dynamics AX manages product, customer, vendor, employees, and COA master data and their fields across multiple companies better serve shared services. Gain from our experience!

Datahaven for Dynamics

TrueCommerce

DATABASICS, Inc. www.data-basics.com • 800-599-0434 DATABASICS Timesheets and Expense Reports DATABASICS makes Time Collection and Expense Reporting Easy and Mobile. Let us solve your toughest challenges related to projects, billing, leave, compliance and automation!

Lanham Associates® www.lanhamassoc.com 678-379-4200 ext. 105 Supply Chain Solutions Seamlessly simple Shipping, Inventory Management, WMS, and EDI Compliance.

Built inside your ERP system. More than 120,000+ users in 2,600+ companies worldwide. Supply Chain Solutions & Services that grow with you.

Dynamics SL D365 Business Central/NAV

Dynamics CRM

www.datahaven4dynamics.com • 757-222-2000 Datahaven for Dynamics Datahaven is the only scanning, OCR, and workflow solution natively embedded–not simply integrated–throughout the Microsoft Dynamics user experience and available to non-Dynamics users from Microsoft Outlook.

DiCentral www.dicentral.com • 281-480-1121 EDI Integration with Microsoft Dynamics DiCentral is the industry leader in providing managed EDI solutions for Dynamics 365 Business Central and Finance and Operations, NAV, and GP.

DocStar www.docstar.com • 888-DOC-STAR DocStar ECM AP Automation Integrated content and process automation for Dynamics AX, GP, SL & NAV. Specializing in AP, AR, Sales Order & Contract workflow processes.

Elevate HR, Inc. www.elevate-hr.com • 973-917-3230 elevateAD (Active Directory Automation) and Elevate HR Solutions for Dynamics Make Dynamics HCM your industrystrength HRIS with Elevate HR: Online Benefits; Payroll Connector; configurable HCM Processes; Applicant Portal, etc.

Automate AD with elevateAD; create, sync, disable, assign licenses Integrated Software, Inc. www.isiusa.com • 321-984-1986 Request For Quote Create RFQs for multiple vendors from a single RFQ Entry window. Compare Vendor responses. Auto-create PO's and/ or Sales Quotes. Seamlessly integrated with Inventory, Purchase Order and/or Sales Order Processing.

JAT Computer Consulting, Inc. www.jatnet.com/JPI.htm 888-525-8874 ext. 462 JAT Payroll Interface (JPI) JPI is a bi-directional integration linking GP HRM and ADP payroll.

Online Trial Available

Mobile Enabled

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

Mekorma www.mekorma.com • 888-635-6762 NEW: Mekorma Enhanced Electronic Payments Streamline payment processing with the Payment Hub’s FREE add-on service for qualified clients: pay vendors electronically via check, EFT, credit card.

Vendor on boarding is included and rebate revenue is available.

Paramount WorkPlace www.ParamountWorkPlace.com 800-725-4408 Paramount WorkPlace 365 Business Central, AX, GP, NAV, SL Mobile Apps Expense, Requisition, and Procurement with Mobile Apps, Mobile Entry & Approvals. Robust Capabilities, Intuitive Features, Seamless Out-Of-The-Box Integration with your ERP.

WilloWare, Inc. www.willoware.com • 888-339-4556 ext. 1 Dynamics GP PowerPack Over 80 Enhancements to GP, based upon customer requests. Enhances virtually every part of the GP System.

Make GP more intuitive, easier to use!

Environmental DATABASICS, Inc.

Nodus Technologies, Inc. www.nodus.com/solutions/payment-processing/ 909-482-4701 Credit Card Advantage and CRM Charge with PayFabric Securely process credit cards and ACH within Dynamics GP or CRM and store credit card info in a PCI-certified cloud using PayFabric. Includes batch processing & reporting tools. Optional AutoPay and customer portal.

Nodus Technologies, Inc. www.nodus.com/solutions/online-bill-pay/ 909-482-4701 ePay Advantage with PayFabric A web-based customer payment portal that automates A/R, improves cash flow, and provides security and convenience to you and your customers. Optional recurring/subscription billing, AutoPay, and payment plan modules Nodus Technologies, Inc. www.nodus.com/solutions/e-commerce/ 909-482-4701 eStore Solution Stack with PayFabric Go beyond a shopping cart with a feature-rich, automated and fully integrated ecommerce solution. Securely take orders from our PCI certified B2B, B2C, and sales portal web site with attractive responsive web design.

www.data-basics.com • 800-599-0434 DATABASICS Timesheets and Expense Reports DATABASICS makes Time Collection and Expense Reporting Easy and Mobile. Let us solve your toughest challenges related to projects, billing, leave, compliance and automation!

Equipment Rental and Leasing Crowe www.crowe.com/services/performanceconsulting/erp/crowe-apps/leaseaccounting-optimizer • 800-599-2304 Crowe Lease Accounting Optimizer Combines lease accounting management with a financial impact calculator for compliance with the FASB ASC 842 and IASB IFRS 16 regulations.

ASC Software www.ASCsoftware.com • 937-429-1428 ASCTrac® Top Award winning, enterprise supply chain software designed for Distribution, Manufacturing & 3PL operations of any type or size. 29+ years of experience in the Food/Beverage industry. (WMS, MES, MRP, & more).

Blue Horseshoe www.bhsolutions.com • 317-573-2583 The Supply Chain Cloud for Dynamics 365 Gold Certified Enterprise Partner (ERP/ CRM) providing end-to-end implementation services and Industry Leading software to fully optimize your Supply Chain. See what's new in the Supply Chain Cloud for Dynamics 365.

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

Lanham Associates® www.lanhamassoc.com 678-379-4200 ext. 105 Supply Chain Solutions Seamlessly simple Shipping, Inventory Management, WMS, and EDI Compliance.

Built inside your ERP system. More than 120,000+ users in 2,600+ companies worldwide. Supply Chain Solutions & Services that grow with you.

SYCOR AMERICAS Inc. www.sycoramericas.com • 412-788-9494 Sycor.Rental Microsoft Dynamics 365 with fully embedded rental functionality. Sycor.

Rental extends Microsoft’s flagship ERP solution with rental capabilities, giving you full control of your entire operation from one solution.

Finance/Banking

Slimstock www.slimstock.com • 970-420-1777 Slim4 Inventory Optimization for Dynamics Forecasting, supply planning, and inventory optimization for distributors, manufacturers, 3PLs, and retailers.

ImageTag, Inc. www.kwiktag.com • 888-KWIK-TAG KwikPayables KwikPayables automates the accounts payable process with centralized invoice workflows for GL coding, approval routing and transaction creation in GP or SL, with complete digital audit trail.

KEY:

D365 Customer Engagement/CRM

Dynamics AX

Dynamics GP

Dynamics NAV

D365 Unified Operations/AX

Dynamics SL D365 Business Central/NAV

Dynamics CRM

Vicinity vicinityfood.com • 770-421-2467 ext. 201 VicinityFood VicinityFood focuses exclusively on food processors and manufacturers.

VicinityFood addresses formula creation and management, batchticket processing, quality and food safety issues.

Vicinity vicinitybrew.com • 770-421-2467 ext. 201 VicinityBrew VicinityBrew brings Microsoft Dynamics to the brewing industry. VicinityBrew manages the master formulas (brew, fermentation and packaging) as well as scheduling/MRP, quality, TTB and lot trace.

Vicinity www.vicinitysoftware.com 770-421-2467 ext. 201 Vicinity Software Vicinity’s ERP software manages formulation, quality control, compliance, production and planning for process manufacturers in the Food/Beverage, Chemical, Cosmetic, Paint, Personal Care and Pharmaceutical industries

Government Contracting DATABASICS, Inc. www.data-basics.com • 800-599-0434 DATABASICS Timesheets and Expense Reports DATABASICS makes Time Collection and Expense Reporting Easy and Mobile. Let us solve your toughest challenges related to projects, billing, leave, compliance and automation!

Healthcare

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

ImageTag, Inc. www.kwiktag.com • 888-KWIK-TAG KwikPayables KwikPayables automates the accounts payable process with centralized invoice workflows for GL coding, approval routing and transaction creation in GP or SL, with complete digital audit trail.

Online Trial Available

Mobile Enabled

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INDUSTRY

Joesoftware Inc. www.joesoftware.com • 780-990-0220 Marshal Comprehensive QHSE application.

Incident management, employee safety data, training/certifications, jobsite hazard assessments, procedure automation and more. OHSA COR PIR compliant.

Food and Beverage

INDUSTRY

ImageTag, Inc. www.kwiktag.com • 888-KWIK-TAG KwikExpense KwikExpense automates expense reporting with digital receipt capture, instant expense report creation and automatic approval routing, with corporate credit card reconciliation included!

ImageTag, Inc. www.kwiktag.com • 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.

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

Manufacturing

Arbela Technologies www.arbelatech.com • 949-291-4777 Arbela Technologies Whether in the enterprise or the cloud, on a mobile device or machine-to-machine, Arbela is a trusted advisor companies rely on to drive transformation & achieve strategic, financial & operational value.

ASC Software www.ASCsoftware.com • 937-429-1428 ASCTrac® Top Award winning, enterprise manufacturing software designed for all types of Manufacturing, Distribution, & 3PL operations of any size. (MES, MRP, WMS, WCS, IIoT, Shop Floor & more.)

29+ years of successes.

FASCOR www.fascor.com • 888-8FASCOR (888-832-7267) ext. 103 FASCOR WMS Scalable WMS Tier1 functionality for SMB market. Adv order mgmt., user configurable dashboards, integrated TMS, voice picking & more, deliver rapid ROI for Dist, Warehouse & Mfg operations. Serving MS Dyn for 17 yrs.

HighJump dynamicsgpwms.highjump.com/ 734-748-9291 HighJump Collect for GP The only warehouse management system that shares the GP database and posts transactions in real-time.

Automate pick, pack, ship, and more.

Integration with GP MFG, Vicinity and Horizons. Over 400 GP customers.

High Tech and Electronics Red Maple www.redmaple.com • 972-980-6963 Red Maple’s Advanced Trade and Pricing Adv. Trade extends functionality including complex pricing structures, billing, subscriptions, recurring invoices and revenue recognition of complex transactions. Contracts can be auto-generated and managed easily.

Lean Manufacturing HighJump dynamicsgpwms.highjump.com/ 734-748-9291 HighJump Collect for GP The only warehouse management system that shares the GP database and posts transactions in real-time.

Automate pick, pack, ship, and more.

Integration with GP MFG, Vicinity and Horizons. Over 400 GP customers.

Life Sciences DATABASICS, Inc. www.data-basics.com • 800-599-0434 DATABASICS Timesheets and Expense Reports DATABASICS makes Time Collection and Expense Reporting Easy and Mobile. Let us solve your toughest challenges related to projects, billing, leave, compliance and automation!

KEY:

D365 Customer Engagement/CRM

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

Crowe www.crowe.com/services/performanceconsulting/erp/crowe-apps/leaseaccounting-optimizer • 800-599-2304 Crowe Lease Accounting Optimizer Combines lease accounting management with a financial impact calculator for compliance with the FASB ASC 842 and IASB IFRS 16 regulations.

DocStar www.docstar.com • 888-DOC-STAR DocStar ECM AP Automation Integrated content and process automation for Dynamics AX, GP, SL & NAV. Specializing in AP, AR, Sales Order & Contract workflow processes.

DSI Global www.dsiglobal.com • 816-416-5000 DSI ScanWorkX for D365/AX The DSI ScanWorkX solution speeds the automation of data collection, including tracking, reporting and productivity functions. Mobile-first solutions to meet changing business needs and transform your supply chain.

Dynamics AX

34 | The Partner Channel Magazine

Dynamics GP

Horizons International www.hzs.com • 800 287 8014 ext. 811 Horizons Manufacturing Suite Our Dexterity products deliver mixed mode manufacturing capabilities with BOM/formulas, co products, costing, MRP and PO editing, serial/lot, material holds, scheduling, jobs and quality in the Dynamics GP UI.

Pacejet www.pacejet.com/erp/microsoft/ 877-722-3538 Pacejet Shipping Software for Microsoft Dynamics 365 Business Central and Finance and Operations Pacejet manages parcel, freight, LTL, 3PL, regional carriers, and other shipping services in one cloud-based platform.

Save an average of 20 to 30 percent on shipping costs and 40 to 50 percent on labor costs.

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

StockIQ Technologies

ImageTag, Inc. www.kwiktag.com • 888-KWIK-TAG KwikPayables KwikPayables automates the accounts payable process with centralized invoice workflows for GL coding, approval routing and transaction creation in GP or SL, with complete digital audit trail.

Insight Works www.dmsiworks.com • 866-440-7543 Shop Floor and Warehouse Mobile Data Collection Barcode data & scanning, tracking time, attendance, materials, & inventory handled seamlessly within our modules for Dynamics NAV.

Dynamics NAV

D365 Unified Operations/AX

Manufacturing Resource Partners www.mrpconsulting.com • 562-547-6156 Dynamics GP Manufacturing Consulting The Dynamics GP implementation team at Manufacturing Resource Partners is one of the most experienced available.

Each of our consultants has 12 to 24 years of manufacturing and operations management experience.

Dynamics SL D365 Business Central/NAV

Dynamics CRM

www.stockiqtech.com • 720-420-7946 Intelligent Supply Chain Planning Inventory planning & analytics, forecasting, promotion planning & multi-site replenishment designed for Distribution, and Manufacturing.

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

Vicinity vicinitybrew.com • 770-421-2467 ext. 201 VicinityBrew VicinityBrew brings Microsoft Dynamics to the brewing industry. VicinityBrew manages the master formulas (brew, fermentation and packaging) as well as scheduling/MRP, quality, TTB and lot trace.

Online Trial Available

Mobile Enabled

WilloWare, Inc. www.willoware.com • 888-339-4556 ext. 1 MO Generator MO Gen integrates external Mfg systems into GP Mfg. Creates, schedules, and releases MO's. Builds pick lists and receives and posts MO receipts.

Meat and Protein Processing

Vicinity vicinityfood.com • 770-421-2467 ext. 201 VicinityFood VicinityFood focuses exclusively on food processors and manufacturers.

VicinityFood addresses formula creation and management, batchticket processing, quality and food safety issues.

Non-Profit Organizations

DATABASICS, Inc. www.data-basics.com • 800-599-0434 DATABASICS Timesheets and Expense Reports DATABASICS makes Time Collection and Expense Reporting Easy and Mobile. Let us solve your toughest challenges related to projects, billing, leave, compliance and automation!

ImageTag, Inc. www.kwiktag.com • 888-KWIK-TAG KwikExpense KwikExpense automates expense reporting with digital receipt capture, instant expense report creation and automatic approval routing, with corporate credit card reconciliation included!

Tangicloud Technologies, Inc. www.tangicloud.com • 877-786-9604 ext. 110 NEW: Nonprofit & Government Apps for Business Central Move your nonprofit and government customers to Business Central Online!

Tangicloud has comprehensive ERP functionality including fund accounting, paperless approvals & grants to boost your sales and profitability.

KEY:

D365 Customer Engagement/CRM

Software Manufacturers

Retail

DATABASICS, Inc. www.data-basics.com • 800-599-0434 DATABASICS Timesheets and Expense Reports DATABASICS makes Time Collection and Expense Reporting Easy and Mobile. Let us solve your toughest challenges related to projects, billing, leave, compliance and automation!

Pharmaceuticals ASC Software www.ASCsoftware.com • 937-429-1428 ASCTrac® Top Award winning, FDA approved software designed for GMP-FDA Manufacturing, Distribution & 3PLs of any type or size. 29+ years of success in the Pharmaceutical industry. (MES/MRP, WMS/QC/QA, IIoT, clean room & more) Horizons International www.qualityessentialssuite.com 866-949-9504 ext. 811 Quality Essentials Suite Quality Management System integrates to all Dynamics products. Used in chemicals, food and other regulated industries. Control layouts for certificates of analysis, comply with ISO standards, manage lot holds.

Vicinity vicinitychem.com • 770-421-2467 ext. 201 VicinityChem VicinityChem meets the unique needs of chemical manufacturing companies.

From formula management to batchtickets. From Scheduling/MRP to GHS/ SDS. VicinityChem brings Microsoft Dynamics into the chemical industry.

Vicinity www.vicinitysoftware.com 770-421-2467 ext. 201 Vicinity Software Vicinity’s ERP software manages formulation, quality control, compliance, production and planning for process manufacturers in the Food/Beverage, Chemical, Cosmetic, Paint, Personal Care and Pharmaceutical industries

Professional Services DATABASICS, Inc. www.data-basics.com • 800-599-0434 DATABASICS Timesheets and Expense Reports DATABASICS makes Time Collection and Expense Reporting Easy and Mobile. Let us solve your toughest challenges related to projects, billing, leave, compliance and automation!

Dynamics AX

Dynamics GP

ChargeLogic www.chargelogic.com • 877-292-2520 ChargeLogic Retail Express Retail point of sale integrated with Business Central/NAV. Chip & PIN ready.

Crowe www.crowe.com/services/performanceconsulting/erp/crowe-apps/leaseaccounting-optimizer • 800-599-2304 Crowe Lease Accounting Optimizer Combines lease accounting management with a financial impact calculator for compliance with the FASB ASC 842 and IASB IFRS 16 regulations.

DiCentral www.dicentral.com • 281-480-1121 EDI Integration with Microsoft Dynamics DiCentral is the industry leader in providing managed EDI solutions for Dynamics 365 Business Central and Finance and Operations, NAV, and GP. Red Maple www.redmaple.com • 972-980-6963 Red Maple’s Advanced Credit Cards Adv. CC, native to D365/AX, allows you to take payments in SO, Call Center, AR, Projects, Service Orders and Free Text Invoices. We support many processors and countries. Take payments via portal with StagedPay.

Red Maple www.redmaple.com • 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 D365/AX. PCI validated CC solution native to AX. Red Maple has many processor options for CC for Retail.

Red Maple www.stagedpay.com • 972-980-6963 NEW: StagedPay by Red Maple StagedPay is a patent-pending credit card/ACH processing that is SCA/PSD2 compliant. It integrates with D365 F&O, AX, D365 CE & D365 BC. Features include CC & ACH processing, payment portal and recurring transaction.

Dynamics NAV

D365 Unified Operations/AX

Dynamics SL D365 Business Central/NAV

Dynamics CRM

Red Maple www.redmaple.com • 972-980-6963 Red Maple’s Advanced Trade and Pricing Adv. Trade extends functionality including complex pricing structures, billing, subscriptions, recurring invoices and revenue recognition of complex transactions. Contracts can be auto-generated and managed easily.

Yooz, Inc. www.GetYooz.com • 832-384 -YOOZ (9669) Cloud based P2P Automation with award winning Yooz, Inc. Secure cloud-based invoice and payment processing solution. Easy. Powerful. Smart

Staffing/Recruiting Joesoftware Inc. www.joesoftware.com • 780-990-0220 Recruitment Accelerator Web-based recruiting mgmt, resume collection & on-boarding accelerator.

Transportation / TMS FASCOR www.fascor.com • 888-8FASCOR; (888-832-7267) ext. 103 FASCOR TMS 3.X PARCEL/LTL/TL. Int'l & Domestic. Carrier Cert. UPS, FedEx, USPS & more. HazMat, ASN/EDI, RateShopping, Cartonization, Tariff mgmt, Adv Analytics

NMB Solutions appsource.microsoft.com/en-us/ product/dynamics-365-for-financeand-operations/nmbsolutions.parceld365fo?tab=Overview • 613-315-5780 Parcel for Dynamics 365 Finance & Operations Manage high-volume parcel and LTL shipping with the parcel management solution trusted to move billions of packages, now available for Dynamics 365 for Finance & Operations through Microsoft AppSource.

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

Online Trial Available

Mobile Enabled

H2 2019/2020 | 35

INDUSTRY

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

Oil and Gas

Warehouse Management

ASC Software www.ASCsoftware.com • 937-429-1428 ASCTrac® Top Award winning, enterprise supply chain software for Distribution, Manufacturing & 3PL operations of any type or size. 29+ years of advanced WMS innovations. (WMS, MES, MRP, WCS, IIoT, Shop Floor & more).

HORIZONTAL

DSI Global www.dsiglobal.com • 816-416-5000 DSI ScanWorkX for D365/AX The DSI ScanWorkX solution speeds the automation of data collection, including tracking, reporting and productivity functions. Mobile-first solutions to meet changing business needs and transform your supply chain.

FASCOR www.fascor.com • 888-8FASCOR (888-832-7267) ext. 103 FASCOR WMS Scalable WMS Tier1 functionality for SMB market. Adv order mgmt., user configurable dashboards, integrated TMS, voice picking & more, deliver rapid ROI for Dist, Warehouse & Mfg operations. Serving MS Dyn for 17 yrs.

HighJump www.highjump.com • 708-287-4026 HighJump Warehouse Edge HighJump Warehouse Edge is an advanced warehouse management solution with integrated shipping and actionable analytics for eCommerce Distributors, CPG, and more.

HighJump dynamicsgpwms.highjump.com/ 734-748-9291 HighJump Collect for GP The only warehouse management system that shares the GP database and posts transactions in real-time.

Automate pick, pack, ship, and more.

Integration with GP MFG, Vicinity and Horizons. Over 400 GP customers.

Insight Works www.dmsiworks.com • 866-440-7543 Shop Floor and Warehouse Mobile Data Collection Barcode data & scanning, tracking time, attendance, materials, & inventory handled seamlessly within our modules for Dynamics NAV.

Lanham Associates® www.lanhamassoc.com 678-379-4200 ext. 105 ACE Warehousing© Receiving, picking, shipping, realtime inventory via wireless devices. NAV/ D365 BC. License plating, serial no. tracking & production output registration. Effective inventory control; simple enough to use every day.

Panatrack, Inc. www.panatrack.com • 262-361-4950 PanatrackerGP for Inventory Management Add an integrated bar code solution and turn GP into your WMS for inventory management. An easy to install solution with robust features.

Wholesale Trade: Durable Goods

Pacejet www.pacejet.com/erp/microsoft/ 877-722-3538 Pacejet Shipping Software for Microsoft Dynamics 365 Business Central and Finance and Operations Pacejet manages parcel, freight, LTL, 3PL, regional carriers, and other shipping services in one cloud-based platform.

Save an average of 20 to 30 percent on shipping costs and 40 to 50 percent on labor costs.

TrueCommerce

Tasklet Factory www.taskletfactory.com • +45 72 332 000 Mobile WMS for Microsoft Dynamics AX/ NAV/365BC/365FO Mobile WMS is a user-friendly Mobile Warehouse Management solution with on/offline mode that integrates with standard Microsoft Dynamics AX/NAV/365 Business Central/365 for Finance and Operations.

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

Horizontal Accounting

ACOM Solutions, Inc. acom.com/electronic-payments/ 866-730-9248 Paperless AP Payment Automation for Microsoft Dynamics ACOM streamlines how companies process their supplier payments of any type via one intelligent platform gaining better control over cash, higher efficiencies and the ability to earn cash rebate revenue.

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

KEY:

D365 Customer Engagement/CRM

Corporate Renaissance Group crgroup.com/aa-tools/ • 800-576-6215 ext. 286 CRG AA Tools | Analytical Accounting Simplify the management of GP Analytical Accounting: AA Backfiller, AA Changer, AA Segment Converter & AA Cubes.

Backfill data in AA, change AA codes, convert GL segments to AA dimensions & complete analytics.

Crowe www.crowe.com/services/performanceconsulting/erp/crowe-apps/leaseaccounting-optimizer • 800-599-2304 Crowe Lease Accounting Optimizer Combines lease accounting management with a financial impact calculator for compliance with the FASB ASC 842 and IASB IFRS 16 regulations.

Encore Business Solutions www.encorebusiness.com • 888-898-4330 ePayStub for Canadian Payroll ePaystub for Canadian Payroll is a seamless extension to Microsoft Dynamics GP Canadian Payroll that allows users to email out employee Payslips with an email that is password protected.

Dynamics AX

36 | The Partner Channel Magazine

Dynamics GP

ImageTag, Inc. www.kwiktag.com • 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.

Mekorma www.mekorma.com • 888-635-6762 NEW: Mekorma Payment Hub Streamline payment processing with Mekorma Payment Hub and add-on services: automate payment batch processes across companies; convert 70% of vendors to electronic payments, all completely integrated into Dynamics GP.

Yooz, Inc. www.GetYooz.com • 832-384 -YOOZ (9669) Cloud based P2P Automation with award winning Yooz, Inc. Secure cloud-based invoice and payment processing solution. Easy. Powerful. Smart

Dynamics NAV

D365 Unified Operations/AX

Dynamics SL D365 Business Central/NAV

Dynamics CRM

Affordable Care Act Reporting

Aatrix Software, Inc. partner.aatrix.com/msdynamicsgp 800-426-0854 ext. 175 Aatrix COMPLETE ACA eFile Service Aatrix, the nation's leading single-point eFile center makes complying with ACA reporting requirements simple. The COMPLETE ACA eFile Service will Print & mail employee copies and eFile the IRS as low as 99¢/employee.

AIM Technologies www.aim-technologies.com/ acadashboard.html • 888-234-0428 The ACA Dashboard Complete solution for proactive management and reporting for compliance with the Affordable Care Act.

Online Trial Available

Mobile Enabled

Integrity Data www.integrity-data.com/software/ aca-compliance-reporting-software/ 888-786-6162 Integrity Data ACA Compliance Solutions Proven, turn-key solutions for your ACA reporting requirements for the IRS. Integrity Data www.integrity-data.com/software/microsoftdynamics-365-payroll-application/ 888-786-6162 NEW: Payroll NOW by Integrity Data The fully integrated, complete and trusted U.S. Payroll solution for Microsoft Dynamics 365 Business Central.

Integrity Data www.integrity-data.com • 888-786-6162 Comprehensive HR & Payroll Solutions for Dynamics GP Creating great Dynamics® GP HR & Payroll experiences by offering solid solutions: reliable software, top-notch support and expert services - making your GP payroll system work exactly the way you want and need it to!

Encore Business Solutions www.encorebusiness.com 888-898-4330 ext. 2336 Project Tracking with Advanced Analytics Creates a seamless connection between a company’s financial transactions & project revenue & expenses. Easily assign project info. from within GP at the time of transaction entry.

Automation ImageTag, Inc. www.kwiktag.com • 888-KWIK-TAG KwikPayables KwikPayables automates the accounts payable process with centralized invoice workflows for GL coding, approval routing and transaction creation in GP or SL, with complete digital audit trail.

Yooz, Inc. www.GetYooz.com • 832-384 -YOOZ (9669) Cloud based P2P Automation with award winning Yooz, Inc. Secure cloud-based invoice and payment processing solution. Easy. Powerful. Smart

Budgeting Corporate Renaissance Group crgroup.com/better-budgeting/ 800-576-6215 ext. 286 Budgeting, Planning & Forecasting Solutions from CRGroup Leading budgeting, planning & forecasting solutions for companies of any size: BOARD, Adaptive Insights, and NEW! Rapidstart budgeting for SMBs and Dynamics users. Contact us to learn more + explore partner benefits.

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

Analytics

Arbela Technologies www.arbelatech.com • 949-291-4777 Arbela Technologies Whether in the enterprise or the cloud, on a mobile device or machine-to-machine, Arbela is a trusted advisor companies rely on to drive transformation & achieve strategic, financial & operational value.

HighJump dynamicsgpwms.highjump.com/ 734-748-9291 HighJump Collect for GP The only warehouse management system that shares the GP database and posts transactions in real-time.

Automate pick, pack, ship, and more.

Integration with GP MFG, Vicinity and Horizons. Over 400 GP customers.

Panatrack, Inc. www.panatrack.com • 262-361-4950 PanatrackerGP for Inventory Management Add an integrated bar code solution and turn GP into your WMS for inventory management. An easy to install solution with robust features.

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

Business Intelligence

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

Trans-Micro, Inc. www.checkfactory.com • 800-749-2335 Check Factory Visual Series v5 for Dynamics GP and SL MICR check and forms printing software solution with automatic signatures on checks. Designed to replace the need to purchase pre-printed checks and forms. Check Factory works inside Dynamics GP and SL.

Commissions

Flaum Technologies www.CommissionCalc.com 888-962-6667 ext. 101 NEW: CommissionCalc The practical way to automate complex commissions. Easy to learn & use!

Halo BI www.halobi.com • 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

Red Maple www.redmaple.com • 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.

Billing insightsoftware Encore Business Solutions www.encorebusiness.com 888-898-4330 ext. 2336 Advanced SmartList Enhanced analysis of SmartList data.

Ad-hoc reports & queries on the fly.

Sort, filter & re-order columns easily.

Sum groups of info fast.

KEY:

D365 Customer Engagement/CRM

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

Dynamics AX

Dynamics GP

www.insightsoftware.com/jet-global 503-608-3602 Jet Analytics Corporate analytics and reporting that brings all of your data together in one place to enable everyone in the organization to easily perform sophisticated business analysis in Excel, Power BI, and on the web.

Dynamics NAV

D365 Unified Operations/AX

Dynamics SL D365 Business Central/NAV

Dynamics CRM

Online Trial Available

Mobile Enabled

H2 2019/2020 | 37

HORIZONTAL

Sierra Workforce Solutions

DocStar www.docstar.com • 888-DOC-STAR DocStar ECM AP Automation Integrated content and process automation for Dynamics AX, GP, SL & NAV. Specializing in AP, AR, Sales Order & Contract workflow processes.

Check Printing insightsoftware www.insightsoftware.com/jet-global 503-608-3602 Jet Budgets Controlled budgeting built for small and midsized businesses to accelerate and simplify the fiscal planning process without over-inflated or complex tools that take months to implement or require technical resources.

Barcode Data Collection DSI Global www.dsiglobal.com • 816-416-5000 DSI ScanWorkX for D365/AX The DSI ScanWorkX solution speeds the automation of data collection, including tracking, reporting and productivity functions. Mobile-first solutions to meet changing business needs and transform your supply chain.

Business Process Management

Compliance

ACOM Solutions, Inc. www.acom.com • 866-730-9248 Paperless AP Payment Automation for Microsoft Dynamics ACOM streamlines how companies process their supplier payments of any type via one intelligent platform gaining better control over cash and higher efficiencies with bank-level security to meet compliance.

HORIZONTAL

Arbela Technologies www.arbelatech.com • 949-291-4777 Arbela Audit & Security Manager Audit Security Manager addresses security management, audit compliance & reporting. Reduce your time to prepare for audits & manage security.

Gain from our experience!

Crowe www.crowe.com/services/performanceconsulting/erp/crowe-apps/leaseaccounting-optimizer • 800-599-2304 Crowe Lease Accounting Optimizer Combines lease accounting management with a financial impact calculator for compliance with the FASB ASC 842 and IASB IFRS 16 regulations.

Integrity Data www.integrity-data.com/software/ aca-compliance-reporting-software/ 888-786-6162 Integrity Data ACA Compliance Solutions Proven, turn-key solutions for your ACA reporting requirements for the IRS. Integrity Data www.integrity-data.com/software/microsoftdynamics-365-payroll-application/ 888-786-6162 NEW: Payroll NOW by Integrity Data The fully integrated, complete and trusted U.S. Payroll solution for Microsoft Dynamics 365 Business Central.

Integrity Data www.integrity-data.com • 888-786-6162 Comprehensive HR & Payroll Solutions for Dynamics GP Creating great Dynamics® GP HR & Payroll experiences by offering solid solutions: reliable software, top-notch support and expert services - making your GP payroll system work exactly the way you want and need it to!

KEY:

D365 Customer Engagement/CRM

Cost Accounting Corporate Renaissance Group crgroup.com/Cost-Allocator/ • 800-576-6215 CRG Cost Allocator | Multi-Level Step-Down Cost Allocations Perform multi-level account allocations using 1 of 4 methods: percentage values, fixed amounts, cost drivers/measures, or account balance. Integrates with Dynamics, other ERP solutions or as a stand-alone system.

Credit Card/Check Processing

ACOM Solutions, Inc. acom.com/electronic-payments/ 866-730-9248 Paperless AP Payment Automation for Microsoft Dynamics ACOM streamlines how you process supplier payments of any type via one intelligent platform- Cards, checks, ACH, EFT and more - gaining better control, higher efficiency & you earn rebate revenue too!

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

ChargeLogic www.chargelogic.com • 877-292-2520 ChargeLogic Payments Leading PCI-validated credit card & payment processing solution for NAV. Integrated Software, Inc. www.isiusa.com • 321-984-1986 Credit Card Authorization A Token-based system to handle all your credit card processing needs. Seamlessly integrated with Sales Order Processing and Cash Receipts. Choose to integrate with Cybersource or Verifone.

Mekorma www.mekorma.com • 888-635-6762 NEW: Mekorma Enhanced Electronic Payments Streamline payment processing with the Payment Hub’s FREE add-on service for qualified clients: pay vendors electronically via check, EFT, credit card. Vendor on boarding is included and rebate revenue is available.

Dynamics AX

38 | The Partner Channel Magazine

Dynamics GP

Nodus Technologies, Inc. www.nodus.com/solutions/payment-processing/ 909-482-4701 Credit Card Advantage and CRM Charge with PayFabric Securely process credit cards and ACH within Dynamics GP or CRM and store credit card info in a PCI-certified cloud using PayFabric. Includes batch processing & reporting tools. Optional AutoPay and customer portal.

Red Maple www.redmaple.com • 972-980-6963 Red Maple’s Advanced Credit Cards Adv. CC, native to D365/AX, allows you to take payments in SO, Call Center, AR, Projects, Service Orders and Free Text Invoices. We support many processors and countries. Take payments via portal with StagedPay.

Red Maple www.redmaple.com • 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 D365/AX. PCI validated CC solution native to AX. Red Maple has many processor options for CC for Retail.

Red Maple www.stagedpay.com • 972-980-6963 NEW: StagedPay by Red Maple StagedPay is a patent-pending credit card/ACH processing that is SCA/PSD2 compliant. It integrates with D365 F&O, AX, D365 CE & D365 BC. Features include CC & ACH processing, payment portal and recurring transaction.

Customer Relationship Management Encore Business Solutions www.swiftrm.com • 888-898-4330 SwiftRM Your express route to relationship management in the cloud! A preconfigured Dynamics CRM environment designed for ease of use and deployed in 3 days. Priced on a per user/month basis, starting at $65.

Dynamics NAV

D365 Unified Operations/AX

Visionary Software Consulting, Inc. crm-rules.com • 877-276-1942 CRM Rules for Microsoft Dynamics CRM Add JavaScript to CRM forms w/o coding. More powerful than Business Rules.

Data Integration Encore Business Solutions www.encorebusiness.com 888-898-4330 ext. 2336 Project Tracking with Advanced Analytics Creates a seamless connection between a company’s financial transactions & project revenue & expenses. Easily assign project info. from within GP at the time of transaction entry.

Winthrop Development Consultants www.winthropdc.com/products_BPST.htm +61893329446 Batch Posting Service Toolkit Post batches into Dynamics GP from external applications, in real-time, with a single web service call ... without using Dexterity.

Data Management Corporate Renaissance Group crgroup.com/changer/ • 800-576-6215 ext. 286 CRG Changer | Change, Merge & Combine Codes & Data in GP Quickly & easily change, merge & combine your codes & data in GP. Changer is trusted by thousands of organizations, supports 3rd party tables & is completely flexible - ensuring GP operates at optimum efficiency.

insightsoftware www.insightsoftware.com • 503-608-3602 insightsoftware Jet Global delivers complete data access and control from Microsoft Dynamics so users can make decisions at the speed of business without the need for bottlenecked technical resources or data expertise.

Distribution Arbela Technologies www.arbelatech.com • 949-291-4777 Arbela Technologies Whether in the enterprise or the cloud, on a mobile device or machine-to-machine, Arbela is a trusted advisor companies rely on to drive transformation & achieve strategic, financial & operational value.

Dynamics SL D365 Business Central/NAV

Dynamics CRM

Online Trial Available

Mobile Enabled

ASC Software www.ASCsoftware.com • 937-429-1428 ASCTrac® Top Award winning, enterprise supply chain software for Distribution, Manufacturing & 3PL operations of any type or size. 29+ years of advanced innovations. (WMS, MES, MRP, WCS, IIoT, Shop Floor & more).

Lanham Associates® www.lanhamassoc.com 678-379-4200 ext. 105 Supply Chain Solutions Seamlessly simple Shipping, Inventory Management, WMS, and EDI Compliance.

Built inside your ERP system. More than 120,000+ users in 2,600+ companies worldwide. Supply Chain Solutions & Services that grow with you.

ImageTag, Inc. www.kwiktag.com • 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.

Nodus Technologies, Inc. www.nodus.com/solutions/e-commerce/ 909-482-4701 eStore Solution Stack with PayFabric Go beyond a shopping cart with a feature-rich, automated and fully integrated ecommerce solution. Securely take orders from our PCI certified B2B, B2C, and sales portal web site with attractive responsive web design.

Metafile Information Systems, Inc. Slimstock

Blue Horseshoe www.bhsolutions.com • 317-573-2583 The Supply Chain Cloud for Dynamics 365 Gold Certified Enterprise Partner (ERP/ CRM) providing end-to-end implementation services and Industry Leading software to fully optimize your Supply Chain. See what's new in the Supply Chain Cloud for Dynamics 365.

HighJump www.highjump.com • 708-287-4026 HighJump Warehouse Edge HighJump Warehouse Edge is an advanced warehouse management solution with integrated shipping and actionable analytics for eCommerce Distributors, CPG, and more.

HighJump dynamicsgpwms.highjump.com/ 734-748-9291 HighJump Collect for GP The only warehouse management system that shares the GP database and posts transactions in real-time.

Automate pick, pack, ship, and more.

Integration with GP MFG, Vicinity and Horizons. Over 400 GP customers.

Lanham Associates® www.lanhamassoc.com • 678-379-4200 Demand Planning Optimize inventory, increase profit and improve customer service levels at the same time. Customer/vendor collaboration, hub and spoke replenishment.

Machine learning. Unprecedented visibility to inventory.

KEY:

D365 Customer Engagement/CRM

E-commerce

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

WilloWare, Inc. www.willoware.com • 888-339-4556 ext. 1 Dynamics GP PowerPack Over 80 Enhancements to GP, based upon customer requests. Enhances virtually every part of the GP System.

Make GP more intuitive, easier to use!

Document Management Datahaven for Dynamics www.datahaven4dynamics.com 757-222-2000 Datahaven for Dynamics Datahaven is the only scanning, OCR, and workflow solution natively embedded–not simply integrated–throughout the Microsoft Dynamics user experience and available to non-Dynamics users from Microsoft Outlook.

DocStar www.docstar.com • 888-DOC-STAR DocStar ECM AP Automation Integrated content and process automation for Dynamics AX, GP, SL & NAV. Specializing in AP, AR, Sales Order & Contract workflow processes.

Dynamics AX

Dynamics GP

Avalara, Inc. www.info.avalara.com/TheList • 877-780-4848 Avalara | Tax Compliance Automation Software Avalara helps businesses of all sizes get tax compliance right. Avalara delivers cloud-based compliance solutions for various transaction taxes, including sales and use, VAT, excise, communications, and more.

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

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

ChargeLogic www.chargelogic.com • 877-292-2520 ChargeLogic Connect PCI-certified e-commerce payments & orders. Click-to-Pay Invoicing. Featuring the ChargeLogic Payment Portal.

Dynamics NAV

D365 Unified Operations/AX

Pacejet www.pacejet.com/erp/microsoft/ 877-722-3538 Pacejet Shipping Software for Microsoft Dynamics 365 Business Central and Finance and Operations Pacejet manages parcel, freight, LTL, 3PL, regional carriers, and other shipping services in one cloud-based platform.

Save an average of 20 to 30 percent on shipping costs and 40 to 50 percent on labor costs.

Dynamics SL D365 Business Central/NAV

Dynamics CRM

Vertex www.vertexinc.com • 855-221-5885 NEW: Vertex Vertex is a leading provider of tax technology and services worldwide, enabling companies of all sizes to streamline, automate, and standardize taxability and calculation on every sales and purchase transaction.

Winthrop Development Consultants www.winthropdc.com/products_BPST.htm +61893329446 Batch Posting Service Toolkit Post batches into Dynamics GP from external applications, in real-time, with a single web service call ... without using Dexterity.

Online Trial Available

Mobile Enabled

H2 2019/2020 | 39

HORIZONTAL

FASCOR www.fascor.com • 888-8FASCOR (888-832-7267) ext. 103 FASCOR WMS Scalable WMS Tier1 functionality for SMB market. Adv order mgmt., user configurable dashboards, integrated TMS, voice picking & more, deliver rapid ROI for Dist, Warehouse & Mfg operations. Serving MS Dyn for 17 yrs.

www.slimstock.com • 970-420-1777 Slim4 Inventory Optimization for Dynamics Forecasting, supply planning, and inventory optimization for distributors, manufacturers, 3PLs, and retailers.

www.metaviewer.com • 507-286-9232 MetaViewer Paperless Automation for Microsoft Dynamics AP Automation for Dynamics AX, GP, SL & NAV, & expanded functionality including expense reports, journal entry, purchase requisition and more.

EDI

Expense Solutions

Data Masons

DATABASICS, Inc.

www.datamasons.com/thelist • 866-575-1631 Data Masons EDI for Dynamics EDI Made Simple for Dynamics: ERP integration without customizations.

www.data-basics.com • 800-599-0434 DATABASICS Timesheets and Expense Reports DATABASICS makes Time Collection and Expense Reporting Easy and Mobile.

Let us solve your toughest challenges related to projects, billing, leave, compliance and automation!

HORIZONTAL

DiCentral www.dicentral.com • 281-480-1121 EDI Integration with Microsoft Dynamics DiCentral is the industry leader in providing managed EDI solutions for Dynamics 365 Business Central and Finance and Operations, NAV, and GP.

Lanham Associates® www.lanhamassoc.com 678-379-4200 ext. 105 Lanham EDI Start the day with sales orders; end with invoices - inside your ERP. Lanham EDI enables in-house control or managed services. AS2 & VAN. Lowest cost of ownership. More documents and users than any other provider.

Lanham Services www.lanhamservices.com • 678-999-3900 Managed EDI Services Did you know Lanham Services offers Managed EDI Services? Management of day-to-day EDI tasks & error resolution.

A true turn-key EDI solution.

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

Electronic Document Delivery (Email)/Faxing Datahaven for Dynamics www.datahaven4dynamics.com 757-222-2000 Datahaven for Dynamics Datahaven is the only scanning, OCR, and workflow solution natively embedded–not simply integrated–throughout the Microsoft Dynamics user experience and available to non-Dynamics users from Microsoft Outlook.

KEY:

D365 Customer Engagement/CRM

Field Service Management

HR Management

FieldConnect, Inc. www.fieldconnect.com • 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.

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

ImageTag, Inc. www.kwiktag.com • 888-KWIK-TAG KwikExpense KwikExpense automates expense reporting with digital receipt capture, instant expense report creation and automatic approval routing, with corporate credit card reconciliation included!

Joesoftware Inc. www.joesoftware.com • 780-990-0220 Spencer Easy, configurable, web-based expense tracking system. Seamlessly drive Payables or Project Accounting.

Credit card integration, workflow, multi-currency, VAT support, electronic receipts and more.

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

Dynamics AX

40 | The Partner Channel Magazine

Dynamics GP

wsTOOLS www.iscorp.biz/solutions/wstools/ 218-486-5095 wsTOOLS for KEY2ACT Enhancements for GP, KEY2ACT Jobcost, Service Management and MobileTech.

Corporate Renaissance Group employee-performance.com/ • 877-711-0367 CRG emPerform | Online Employee Performance Management Award-winning employee performance management for Microsoft Dynamics users. Online performance reviews, 360° assessments, goal management, succession planning, pay-for-performance, reporting & year-round feedback.

Fixed Assets Crowe www.crowe.com/services/performanceconsulting/erp/crowe-apps/leaseaccounting-optimizer • 800-599-2304 Crowe Lease Accounting Optimizer Combines lease accounting management with a financial impact calculator for compliance with the FASB ASC 842 and IASB IFRS 16 regulations.

Panatrack, Inc. www.panatrack.com • 262-361-4950 PanatrackerGP for Fixed Assets Bar Code data capture extending GP Fixed Asset module to manage assets.

General Ledger Corporate Renaissance Group crgroup.com/aa-tools/ • 800-576-6215 ext. 286 CRG AA Tools | Analytical Accounting Simplify the management of GP Analytical Accounting: AA Backfiller, AA Changer, AA Segment Converter & AA Cubes.

Backfill data in AA, change AA codes, convert GL segments to AA dimensions & complete analytics.

Corporate Renaissance Group crgroup.com/company-combiner/ 613-232-4295 ext. 286 Company Combiner | Combine Multiple GP Company Databases Trying to manage multiple companies in Dynamics GP? Easily combine company databases into one single entity for easier maintenance, reduced risk, greater efficiencies, and improved reporting with CRG Company Combiner Corporate Renaissance Group crgroup.com/re-formatter/ 800-576-6215 ext. 286 CRG Re-Formatter | Modify Your GP Account Framework CRG Re-Formatter is the only tool currently available to help companies quickly & easily modify the account framework of Microsoft Dynamics GP after the initial installation.

Dynamics NAV

D365 Unified Operations/AX

Aatrix Software, Inc. partner.aatrix.com/msdynamicsgp 800-426-0854 ext. 175 Aatrix COMPLETE ACA eFile Service Aatrix, the nation's leading single-point eFile center makes complying with ACA reporting requirements simple. The COMPLETE ACA eFile Service will Print & mail employee copies and eFile the IRS as low as 99¢/employee

Dynamics SL D365 Business Central/NAV

Dynamics CRM

Elevate HR, Inc. www.elevate-hr.com • 973-917-3230 Elevate HR Solutions for Dynamics Make Dynamics HCM your industrystrength HRIS with Elevate HR: Online Benefits; Payroll and Benefits Connector; configurable HCM Processes; Applicant Portal; New-Hire Requisition; Succession Planning, and more.

Integrity Data www.integrity-data.com/software/microsoftdynamics-365-payroll-application/ 888-786-6162 NEW: Payroll NOW by Integrity Data The fully integrated, complete and trusted U.S. Payroll solution for Microsoft Dynamics 365 Business Central.

Integrity Data www.integrity-data.com • 888-786-6162 Comprehensive HR & Payroll Solutions for Dynamics GP Creating great Dynamics® GP HR & Payroll experiences by offering solid solutions: reliable software, top-notch support and expert services - making your GP payroll system work exactly the way you want and need it to!

JAT Computer Consulting, Inc. www.jatnet.com/JPI.htm 888-525-8874 ext. 462 JAT Payroll Interface (JPI) JPI is a bi-directional integration linking GP HRM and ADP payroll.

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

Online Trial Available

Mobile Enabled

Inventory Management ASC Software www.ASCsoftware.com • 937-429-1428 ASCTrac® Top Award winning, enterprise supply chain software for Distribution, Manufacturing & 3PL operations of any type or size. 29+ years of advanced innovations. (WMS, MES, MRP, WCS, IIoT, Shop Floor & more).

DSI Global www.dsiglobal.com • 816-416-5000 DSI ScanWorkX for D365/AX The DSI ScanWorkX solution speeds the automation of data collection, including tracking, reporting and productivity functions. Mobile-first solutions to meet changing business needs and transform your supply chain.

HighJump www.highjump.com • 708-287-4026 HighJump Warehouse Edge HighJump Warehouse Edge is an advanced warehouse management solution with integrated shipping and actionable analytics for eCommerce Distributors, CPG, and more.

HighJump dynamicsgpwms.highjump.com/ 734-748-9291 HighJump Collect for GP The only warehouse management system that shares the GP database and posts transactions in real-time.

Automate pick, pack, ship, and more.

Integration with GP MFG, Vicinity and Horizons. Over 400 GP customers.

Panatrack, Inc. www.panatrack.com • 262-361-4950 PanatrackerGP for Inventory Management Add an integrated bar code solution and turn GP into your WMS for inventory management. An easy to install solution with robust features.

KEY:

D365 Customer Engagement/CRM

Century Business Solutions

Job Costing

Occupational Health & Safety

Sierra Workforce Solutions

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

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

Manufacturing Enhancement Encore Business Solutions www.encorebusiness.com 888-898-4330 ext. 2336 Subscription Billing (formerly called Recurring Contract Billing) Automates & manages cyclical & subscription based billings by generating invoices, quotes or orders in GP SOP based on the billing date & billing frequency assigned to the customer contract line item.

Nodus Technologies, Inc. www.nodus.com/solutions/online-bill-pay/ 909-482-4701 ePay Advantage with PayFabric A web-based customer payment portal that automates A/R, improves cash flow, and provides security and convenience to you and your customers. Optional recurring/subscription billing, AutoPay, and payment plan modules.

Red Maple www.redmaple.com • 972-980-6963 Red Maple’s Advanced Trade and Pricing Adv. Trade extends functionality including complex pricing structures, billing, subscriptions, recurring invoices and revenue recognition of complex transactions. Contracts can be auto-generated and managed easily.

Yooz, Inc. www.GetYooz.com • 832-384 -YOOZ (9669) Cloud based P2P Automation with award winning Yooz, Inc. Secure cloud-based invoice and payment processing solution. Easy. Powerful. Smart

Dynamics AX

Dynamics GP

Payables Enhancement

ACOM Solutions, Inc.

MARSHALLTOWN Software www.software.marshalltown.com 641-354-7151 MARSHALLTOWN Software Help your software development resources be more effective using tools from our SDK package; extend Dynamics functionality your end users require through custom-built web applications with a modern responsive UI. WilloWare, Inc. www.willoware.com • 888-339-4556 ext. 1 MO Generator MO Gen integrates external Mfg systems into GP Mfg. Creates, schedules, and releases MO's. Builds pick lists and receives and posts MO receipts.

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

acom.com/electronic-payments/ 866-730-9248 Paperless AP Payment Automation for Microsoft Dynamics ACOM streamlines how companies process their supplier payments of any type via one intelligent platform gaining better control over cash, higher efficiencies and the ability to earn cash rebate revenue.

ImageTag, Inc. www.kwiktag.com • 888-KWIK-TAG KwikPayables KwikPayables automates the accounts payable process with centralized invoice workflows for GL coding, approval routing and transaction creation in GP or SL, with complete digital audit trail.

Red Maple www.stagedpay.com • 972-980-6963 NEW: StagedPay by Red Maple StagedPay is a patent-pending credit card/ACH processing that is SCA/PSD2 compliant. It integrates with D365 F&O, AX, D365 CE & D365 BC. Features include CC & ACH processing, payment portal and recurring transaction.

Multi-Entity Management Arbela Technologies www.arbelatech.com • 949-291-4777 Master Data Centralization For Dynamics AX Arbela's Master Data Centralization for Dynamics AX manages product, customer, vendor, employees, and COA master data and their fields across multiple companies better serve shared services. Gain from our experience!

Trans-Micro, Inc. www.checkfactory.com • 800-749-2335 Check Factory Visual Series v5 for Dynamics GP and SL MICR check and forms printing software solution with automatic signatures on checks. Designed to replace the need to purchase pre-printed checks and forms. Check Factory works inside Dynamics GP and SL.

Corporate Renaissance Group crgroup.com/company-combiner/ 613-232-4295 ext. 286 Company Combiner | Combine Multiple GP Company Databases Trying to manage multiple companies in Dynamics GP? Easily combine company databases into one single entity for easier maintenance, reduced risk, greater efficiencies, and improved reporting with CRG Company Combiner

Dynamics NAV

D365 Unified Operations/AX

Joesoftware Inc. www.joesoftware.com • 780-990-0220 Marshal Comprehensive QHSE application.

Incident management, employee safety data, training/certifications, jobsite hazard assessments, procedure automation and more. OHSA COR PIR compliant.

Dynamics SL D365 Business Central/NAV

Dynamics CRM

Online Trial Available

Mobile Enabled

H2 2019/2020 | 41

HORIZONTAL

FASCOR www.fascor.com • 888-8FASCOR (888-832-7267) ext. 103 FASCOR WMS Scalable WMS Tier1 functionality for SMB market. Adv order mgmt., user configurable dashboards, integrated TMS, voice picking & more, deliver rapid ROI for Dist, Warehouse & Mfg operations. Serving MS Dyn for 17 yrs.

Invoicing Enhancement

Payroll Enhancement

Aatrix Software, Inc. www.aatrix.com/dynamics 800-426-0854 ext. 175 Aatrix State and Federal Payroll Reports Complete eFiling and plain paper printing W-2 & 1099 solution. Unemployment, withholding, & new hire reports for all 50 states are completed automatically from your Microsoft Dynamics GP payroll data ready to eFile.

Portals

Peak Engagement peakengagement.com/peak-portals/ 888-243-1016 Peak Portals Peak Portals is an external facing engagement site for Dynamics 365. It’s easy to set-up, intuitive to use, and affordable for the small to medium-sized business.

Contact sales@peakengagement.com.

Integrity Data

HORIZONTAL

www.integrity-data.com/software/ aca-compliance-reporting-software/ 888-786-6162 Integrity Data ACA Compliance Solutions Proven, turn-key solutions for your ACA reporting requirements for the IRS.

Integrity Data www.integrity-data.com/software/microsoftdynamics-365-payroll-application/ 888-786-6162 NEW: Payroll NOW by Integrity Data The fully integrated, complete and trusted U.S. Payroll solution for Microsoft Dynamics 365 Business Central.

Integrity Data www.integrity-data.com • 888-786-6162 Comprehensive HR & Payroll Solutions for Dynamics GP Creating great Dynamics® GP HR & Payroll experiences by offering solid solutions: reliable software, top-notch support and expert services - making your GP payroll system work exactly the way you want and need it to!

JAT Computer Consulting, Inc. www.jatnet.com/JPI.htm 888-525-8874 ext. 462 JAT Payroll Interface (JPI) JPI is a bi-directional integration linking GP HRM and ADP payroll.

Joesoftware Inc. www.joesoftware.com • 780-990-0220 Payroll Toolbox Over 50 add-ons to enhance CDN and US Payroll; multi-batch processing, vacation audit and more.

Red Maple www.stagedpay.com • 972-980-6963 NEW: StagedPay by Red Maple StagedPay is a patent-pending credit card/ACH processing that is SCA/PSD2 compliant. It integrates with D365 F&O, AX, D365 CE & D365 BC. Features include CC & ACH processing, payment portal and recurring transaction.

KEY:

D365 Customer Engagement/CRM

Encore Business Solutions www.encorebusiness.com 888-898-4330 ext. 2336 Project Tracking with Advanced Analytics Creates a seamless connection between a company’s financial transactions & project revenue & expenses. Easily assign project info. from within GP at the time of transaction entry.

Purchase Order Processing Enhancement Metafile Information Systems, Inc.

The Portal Connector www.crmportalconnector.com/ • 705-726-2966 The Portal Connector for Dynamics CRM / 365 Be a Hero, provide a Web Portal to your Customers! It’s easy to use and does not require developers to implement or manage. Just drag and drop to build scalable, secure, custom Portal Solutions!

www.metaviewer.com • 507-286-9232 MetaViewer Paperless Automation for Microsoft Dynamics AP Automation for Dynamics AX, GP, SL & NAV, & expanded functionality including expense reports, journal entry, purchase requisition and more.

WilloWare, Inc. www.willoware.com • 888-339-4556 ext. 1 Blanket PO Create a Blanket with multiple control lines. Apply spending limits, allowable items, and user security to each Blanket, all with Blanket PO.

Quality Control

Procurement Management

Horizons International Paramount WorkPlace www.ParamountWorkPlace.com 800-725-4408 Paramount WorkPlace Requisition & Procurement Mobile App & Entry, PunchOut, Catalog, Check Request, Budget Compliance, RFQ, PO Generation, Receiving, OCR Invoice Matching & Vendor Contract Compliance, Robust Approvals Engine.

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

Dynamics AX

42 | The Partner Channel Magazine

Crestwood Associates www.crestwood.com/product/nationalaccounts-for-dynamics-sl/ • 866-299-1001 National Accounts for Microsoft Dynamics SL Easily track & apply payments for customer parent/child relationships.

Crestwood Associates www.crestwood.com/product/collectionsmanagement-for-dynamics-sl/ • 866-299-1001 AR Collections Management for Microsoft Dynamics SL Automates time-consuming collection activities and improves cash flow.

Encore Business Solutions www.encorebusiness.com 888-898-4330 ext. 2336 Subscription Billing (formerly called Recurring Contract Billing) Automates & manages cyclical & subscription based billings by generating invoices, quotes or orders in GP SOP based on the billing date & billing frequency assigned to the customer contract line item.

Nodus Technologies, Inc. www.nodus.com/solutions/online-bill-pay/ 909-482-4701 ePay Advantage with PayFabric A web-based customer payment portal that automates A/R, improves cash flow, and provides security and convenience to you and your customers. Optional recurring/subscription billing, AutoPay, and payment plan modules

Reconciliation

Project Accounting

wsTOOLS www.iscorp.biz/solutions/wstools/ 218-486-5095 wsTOOLS for Dynamics GP PayrollRewind, W2Safet yNet, 1095Importer, WebTimeEntry, PayrollHandoff & other tools have been developed to protect data and make tasks easier.

Crowe www.crowe.com/services/performanceconsulting/crm/add-on-solutions/croweproject-management • 877-600-2253 Project Management for Microsoft Dynamics 365 Project Management for Dynamics 365 is a comprehensive and easy-to-use project management solution.

Dynamics GP

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

Reporting Receivables Enhancement

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

Dynamics NAV

D365 Unified Operations/AX

Century Business Solutions

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.

Dynamics SL D365 Business Central/NAV

Dynamics CRM

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

Online Trial Available

Mobile Enabled

Encore Business Solutions www.encorebusiness.com 888-898-4330 ext. 2336 Advanced SmartList Enhanced analysis of SmartList data.

Ad-hoc reports & queries on the fly.

Sort, filter & re-order columns easily.

Sum groups of info fast.

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

Security

Encore Business Solutions www.encorebusiness.com 888-898-4330 ext. 2336 Subscription Billing (formerly called Recurring Contract Billing) Automates & manages cyclical & subscription based billings by generating invoices, quotes or orders in GP SOP based on the billing date & billing frequency assigned to the customer contract line item.

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

Red Maple www.redmaple.com • 972-980-6963 Red Maple’s Advanced Trade and Pricing Adv. Trade extends functionality including complex pricing structures, billing, subscriptions, recurring invoices and revenue recognition of complex transactions. Contracts can be auto-generated and managed easily.

Sales Tax insightsoftware www.insightsoftware.com/atlas 503-608-3602 NEW: Atlas Real-time data from any module in Dynamics AX and 365 for Finance and Operations directly in Excel and Power BI for reporting and uploading.

Integrity Data www.integrity-data.com/software/acacompliance-reporting-software/ • 888-786-6162 Integrity Data ACA Compliance Solutions Proven, turn-key solutions for your ACA reporting requirements for the IRS. Integrity Data www.integrity-data.com/software/microsoftdynamics-365-payroll-application/ 888-786-6162 NEW: Payroll NOW by Integrity Data The fully integrated, complete and trusted U.S. Payroll solution for Microsoft Dynamics 365 Business Central.

Avalara, Inc. www.info.avalara.com/TheList • 877-780-4848 Avalara | Tax Compliance Automation Software Avalara helps businesses of all sizes get tax compliance right. Avalara delivers cloud-based compliance solutions for various transaction taxes, including sales and use, VAT, excise, communications, and more.

Vertex www.vertexinc.com • 855-221-5885 NEW: Vertex Vertex is a leading provider of tax technology and services worldwide, enabling companies of all sizes to streamline, automate, and standardize taxability and calculation on every sales and purchase transaction.

Arbela Technologies www.arbelatech.com • 949-291-4777 Arbela Audit & Security Manager Audit Security Manager addresses security management, audit compliance & reporting. Reduce your time to prepare for audits & manage security.

Gain from our experience!

Elevate HR, Inc. www.elevate-hr.com • 973-917-3230 elevateAD Active Directory Automation for Dynamics Automate Active Directory administration. Create, maintain, disable AD accounts from changes to Workers, Bookable Resources, Contacts, etc.

Auto-assign/unassign Dynamics, O365, and other software licenses.

Mergetool.com www.mergetool.com • 678-666-2100 NAV Easy Security from Mergetool.com Security tool that lets you set up security in a few hours. Adds Field Level and Data Security to NAV/BC, so you can stop users from seeing or changing individual fields and actions in pages or see critical data.

Winthrop Development Consultants www.winthropdc.com/products_GPPT.htm +61893329446 GP Power Tools The premier tool for Dynamics GP administrators. A must have collection of powerful utilities for administering, supporting & developing for GP.

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

FASCOR www.fascor.com 888-8FASCOR; (888-832-7267) ext. 103 FASCOR TMS 3.X PARCEL/LTL/TL. Int'l & Domestic. Carrier Cert. UPS, FedEx, USPS & more. HazMat, ASN/EDI, RateShopping, Cartonization, Tariff mgmt, Adv Analytics Lanham Associates® www.lanhamassoc.com 678-379-4200 ext. 105 E-Ship Seamless, simple shipping inside NAV/ D365 BC. Plans/executes from the time of sales order through shipping manifest.

Packing, package carriers, labeling, international, BOL, LTL. Automatic ASN, email notifications.

Lanham Associates® www.lanhamassoc.com 678-379-4200 NEW: OWR (Outbound Warehouse Request) Whether you ship from sales orders or have the most sophisticated directed pick/directed putaway processes, OWR will enable you to use filters to prioritize shipments and move them off the dock efficiently.

NMB Solutions appsource.microsoft.com/en-us/ product/dynamics-365-for-financeand-operations/nmbsolutions.parceld365fo?tab=Overview • 613-315-5780 Parcel for Dynamics 365 Finance & Operations Manage high-volume parcel and LTL shipping with the parcel management solution trusted to move billions of packages, now available for Dynamics 365 for Finance & Operations through Microsoft AppSource.

Pacejet www.pacejet.com/erp/microsoft/ 877-722-3538 Pacejet Shipping Software for Microsoft Dynamics 365 Business Central and Finance and Operations Pacejet manages parcel, freight, LTL, 3PL, regional carriers, and other shipping services in one cloud-based platform.

Save an average of 20 to 30 percent on shipping costs and 40 to 50 percent on labor costs.

ChargeLogic www.chargelogic.com • 877-292-2520 ChargeLogic Shipping Accurate rate quotes. Built in NAV. UPS, FedEx, USPS, DHL, & TNT. KEY:

D365 Customer Engagement/CRM

Dynamics AX

Dynamics GP

Dynamics NAV

D365 Unified Operations/AX

Dynamics SL D365 Business Central/NAV

Dynamics CRM

Online Trial Available

Mobile Enabled

H2 2019/2020 | 43

HORIZONTAL

insightsoftware www.insightsoftware.com/jet-global 502-608-3602 Jet Reports Advanced financial and business reporting inside of Excel and on the web. Get all the financial and operational reports you need, in the format that works for you, from anywhere.

Sales Order Processing Enhancement

System Enhancement

Supply Chain Management Arbela Technologies Halo BI www.arbelatech.com • 949-291-4777 Arbela Technologies Whether in the enterprise or the cloud, on a mobile device or machine-to-machine, Arbela is a trusted advisor companies rely on to drive transformation & achieve strategic, financial & operational value.

ASC Software www.ASCsoftware.com • 937-429-1428 ASCTrac® Top Award winning, enterprise supply chain software for Distribution, Manufacturing & 3PL operations of any type or size. 29+ years of advanced innovations. (WMS, MES, MRP, WCS, IIoT, Shop Floor & more).

HORIZONTAL

Blue Horseshoe www.bhsolutions.com • 317-573-2583 The Supply Chain Cloud for Dynamics 365 Gold Certified Enterprise Partner (ERP/ CRM) providing end-to-end implementation services and Industry Leading software to fully optimize your Supply Chain. See what's new in the Supply Chain Cloud for Dynamics 365.

DSI Global www.dsiglobal.com • 816-416-5000 DSI ScanWorkX for D365/AX The DSI ScanWorkX solution speeds the automation of data collection, including tracking, reporting and productivity functions. Mobile-first solutions to meet changing business needs and transform your supply chain.

Data Masons www.datamasons.com/thelist • 866-575-1631 Data Masons EDI for Dynamics EDI Made Simple for Dynamics: ERP integration without customizations.

FASCOR www.fascor.com 888-8FASCOR (888-832-7267) ext. 103 FASCOR WMS Scalable WMS Tier1 functionality for SMB market. Adv order mgmt., user configurable dashboards, integrated TMS, voice picking & more, deliver rapid ROI for Dist, Warehouse & Mfg operations. Serving MS Dyn for 17 yrs.

KEY:

D365 Customer Engagement/CRM

www.halobi.com • 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 Lanham Associates® www.lanhamassoc.com/ • 678-379-4200 Inbound Container Tracking Simplify & streamline information on imported inventory. Creates & tracks containers to update expected receipt dates & quantities of inbound inventory items based on EDI ASNs or spreadsheets from the manufacturer.

Lanham Associates® www.lanhamassoc.com 678-379-4200 ext. 105 Supply Chain Solutions Seamlessly simple Shipping, Inventory Management, WMS, and EDI Compliance.

Built inside your ERP system. More than 120,000+ users in 2,600+ companies worldwide. Supply Chain Solutions & Services that grow with you.

Slimstock www.slimstock.com • 970-420-1777 Slim4 Inventory Optimization for Dynamics Forecasting, supply planning, and inventory optimization for distributors, manufacturers, 3PLs, and retailers.

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

Crowe www.crowe.com/services/performanceconsulting/crm/add-on-solutions/croweeditable-crm-grid • 877-600-2253 EditAble CRM Grid for Microsoft Dynamics 365 Build advanced Dynamics 365 Sub-Grids with point-and-click configuration module and robust API. Encore Business Solutions www.encorebusiness.com 888-898-4330 ext. 2336 Advanced SmartList Enhanced analysis of SmartList data.

Ad-hoc reports & queries on the fly.

Sort, filter & re-order columns easily.

Sum groups of info fast.

Winthrop Development Consultants www.winthropdc.com/products_GPPT.htm +61893329446 GP Power Tools The premier tool for Dynamics GP administrators. A must have collection of powerful utilities for administering, supporting & developing for GP.

System and Network Management Winthrop Development Consultants www.winthropdc.com/products_GPPT.htm +61893329446 GP Power Tools The premier tool for Dynamics GP administrators. A must have collection of powerful utilities for administering, supporting & developing for GP.

TrueCommerce

Dynamics AX

44 | The Partner Channel Magazine

Dynamics GP

Avalara, Inc. www.info.avalara.com/TheList • 877-780-4848 Avalara | Tax Compliance Automation Software Avalara helps businesses of all sizes get tax compliance right. Avalara delivers cloud-based compliance solutions for various transaction taxes, including sales and use, VAT, excise, communications, and more.

Dynamics NAV

D365 Unified Operations/AX

Vertex www.vertexinc.com • 855-221-5885 NEW: Vertex Vertex is a leading provider of tax technology and services worldwide, enabling companies of all sizes to streamline, automate, and standardize taxability and calculation on every sales and purchase transaction.

Time and Attendance WilloWare, Inc. www.willoware.com • 888-339-4556 ext. 1 Dynamics GP PowerPack Over 80 Enhancements to GP, based upon customer requests. Enhances virtually every part of the GP System.

Make GP more intuitive, easier to use!

Tax

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

Integrity Data www.integrity-data.com/software/microsoftdynamics-365-payroll-application/ 888-786-6162 NEW: Payroll NOW by Integrity Data The fully integrated, complete and trusted U.S. Payroll solution for Microsoft Dynamics 365 Business Central.

Dynamics SL D365 Business Central/NAV

Dynamics CRM

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

DATABASICS, Inc. www.data-basics.com • 800-599-0434 DATABASICS Timesheets and Expense Reports DATABASICS makes Time Collection and Expense Reporting Easy and Mobile. Let us solve your toughest challenges related to projects, billing, leave, compliance and automation!

Gorilla Expense www.gorillaexpense.com • 877-973-6737 Gorilla Expense The Gorilla Expense T&E solution includes mobile apps, purchase card & corporate credit card reconciliation, project accounting expenses, multi-currency, VAT/GST capture & robust integration with GP, NAV, AX & SL. Joesoftware Inc. www.joesoftware.com • 780-990-0220 Penny Web-based timesheets, employee/ manager self-service for CDN payroll.

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

Online Trial Available

Mobile Enabled

Travel Expense Management

DATABASICS, Inc. www.data-basics.com • 800-599-0434 DATABASICS Timesheets and Expense Reports DATABASICS makes Time Collection and Expense Reporting Easy and Mobile. Let us solve your toughest challenges related to projects, billing, leave, compliance and automation!

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

ImageTag, Inc. www.kwiktag.com • 888-KWIK-TAG KwikExpense KwikExpense automates expense reporting with digital receipt capture, instant expense report creation and automatic approval routing, with corporate credit card reconciliation included!

Warranty and Claims Management Red Maple www.redmaple.com • 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.

Workflow / Notifications Datahaven for Dynamics www.datahaven4dynamics.com • 757-222-2000 Datahaven for Dynamics Datahaven is the only scanning, OCR, and workflow solution natively embedded–not simply integrated–throughout the Microsoft Dynamics user experience and available to non-Dynamics users from Microsoft Outlook.

DocStar www.docstar.com • 888-DOC-STAR DocStar ECM AP Automation Integrated content and process automation for Dynamics AX, GP, SL & NAV. Specializing in AP, AR, Sales Order & Contract workflow processes.

Red Maple www.redmaple.com • 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 for D365/AX. Red Maple’s Adv. Workflow is required.

Metafile Information Systems, Inc. www.metaviewer.com • 507-286-9232 MetaViewer Paperless Automation for Microsoft Dynamics AP Automation for Dynamics AX, GP, SL & NAV, & expanded functionality including expense reports, journal entry, purchase requisition and more.

Red Maple www.redmaple.com • 972-980-6963 Red Maple’s Advanced Workflow Adv Workflow, written native D365/ AX, enables workflows to launch automatically on defined criteria or events.

Includes 50+ predefined workflows to expedite rollouts. New records can be locked during approval process.

Services Application Service Provider/Hosting

Dexterity Development

DSI Global www.dsiglobal.com • 816-416-5000 DSI ScanWorkX for D365/AX The DSI ScanWorkX solution speeds the automation of data collection, including tracking, reporting and productivity functions. Mobile-first solutions to meet changing business needs and transform your supply chain.

Integrity Data www.integrity-data.com • 888-786-6162 HR & Payroll Enhancements for Dynamics GP Creating custom enhancements for over 20 years that provide you with a total solution that meets your unique HR and Payroll needs and integrates seamlessly with Dynamics GP.

Custom Development

WilloWare, Inc. www.willoware.com • 888-339-4556 ext. 2 WilloWare Custom Development Fixed bid customization developed to the same high standards as our popular ISV products, including on-line help and detailed documentation.

DSI Global www.dsiglobal.com • 816-416-5000 DSI ScanWorkX for D365/AX The DSI ScanWorkX solution speeds the automation of data collection, including tracking, reporting and productivity functions. Mobile-first solutions to meet changing business needs and transform your supply chain.

KEY:

D365 Customer Engagement/CRM

Implementation Specialists www.iscorp.biz • 218-486-5095 Dynamics GP Customizations & Enhancements with Dexterity 20+ years, Dexterity customizations, enhancements, and new apps for GP.

HR & Payroll Implementation & Consulting

Elevate HR, Inc. www.elevate-hr.com • 973-917-3230 Elevate HR Dynamics and AD Automation Implementation Services Connect with the Human Resources, Payroll & Active Directory specialists.

Elevate HR’s status as the industry’s top HCM partner is anchored by its heritage as original developers of the Microsoft Dynamics HCM modules

Development Tools DSI Global www.dsiglobal.com • 816-416-5000 DSI ScanWorkX for D365/AX The DSI ScanWorkX solution speeds the automation of data collection, including tracking, reporting and productivity functions. Mobile-first solutions to meet changing business needs and transform your supply chain.

Dynamics AX

Dynamics GP

Dynamics NAV

D365 Unified Operations/AX

Integrity Data www.integrity-data.com • 888-786-6162 HR & Payroll Enhancements for Dynamics GP Creating custom enhancements for over 20 years that provide you with a total solution that meets your unique HR and Payroll needs and integrates seamlessly with Dynamics GP.

Dynamics SL D365 Business Central/NAV

Dynamics CRM

Online Trial Available

Mobile Enabled

H2 2019/2020 | 45

SERVICES

Implementation Specialists www.iscorp.biz • 218-486-5095 Custom Development 20+ year experience, Dexterity, .NET, SQL, VB, MS Source Code Provider.

DexPros www.dexpros.com • 623-535-9216 Microsoft Dynamics GP Development Experienced Dexterity development of GP enhancements/integrations/ upgrades.

Implementation Services Integrity Data www.integrity-data.com • 888-786-6162 HR & Payroll Enhancements for Dynamics GP Creating custom enhancements for over 20 years that provide you with a total solution that meets your unique HR and Payroll needs and integrates seamlessly with Dynamics GP.

Managed Services

Lanham Services www.lanhamservices.com • 678-999-3900 Managed EDI Services Did you know Lanham Services offers Managed EDI Services? Management of day-to-day EDI tasks & error resolution.

A true turn-key EDI solution.

Manufacturing Implementation & Consulting

Manufacturing Resource Partners www.mrpconsulting.com • 562-547-6156 Dynamics GP Manufacturing Consulting The Dynamics GP implementation team at Manufacturing Resource Partners is one of the most experienced available.

Each of our consultants has 12 to 24 years of manufacturing and operations management experience.

Marketing Planning & Services

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

Sales Tax Management Service

Avalara, Inc. www.info.avalara.com/TheList • 877-780-4848 Avalara | Tax Compliance Automation Software Avalara helps businesses of all sizes get tax compliance right. Avalara delivers cloud-based compliance solutions for various transaction taxes, including sales and use, VAT, excise, communications, and more.

Vertex www.vertexinc.com • 855-221-5885 NEW: Vertex Vertex is a leading provider of tax technology and services worldwide, enabling companies of all sizes to streamline, automate, and standardize taxability and calculation on every sales and purchase transaction.

Training

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

Upgrades

New View Strategies newviewstrategies.com/training 414-465-2076 NEW: Training for Dynamics NAV and Dynamics 365 Business Centrals Specialized NAV and BC Training. Attend our publicly available classroom-based and remote courses or contact us to design custom training according to your schedule on the topics your team needs the most.

Lanham Services www.lanhamservices.com • 678-999-3900 Upgrades Did you know you can upgrade your Lanham functionality without upgrading your NAV version? You can!

Writing/Documentation Services The Partner Marketing Group www.thepartnermarketinggroup.com 734-425-7414 Blogs, Case Studies, Infographics, Websites Use 'content marketing' to build your brand and drive prospects into your sales pipeline.

Tired of wandering the expo floor trying to find the solutions you or your customers need?

1. Bookmark www.thelistmobile.com on your mobile device

The List now includes Microsoft-focused events so you can easily find the solutions you’re looking for on the expo floor!

2. Identify the Industry/Horizontal/Service need you have (or better yet, use the keyword search)

If you are looking for a specific solution, The List can help you find it!

3. Click on the Filter Options (+ button) to see the events

SERVICES

4. Click on the event icon to see which solutions are at that event’s expo

KEY:

D365 Customer Engagement/CRM

Dynamics AX

46 | The Partner Channel Magazine

Dynamics GP

Dynamics NAV

D365 Unified Operations/AX

Dynamics SL D365 Business Central/NAV

Dynamics CRM

Online Trial Available

Mobile Enabled

ONE SYSTEM

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

At Vicinity, we help businesses operate with ease, produce superior products, and drive smart growth with a software system that accommodates the complexities of formula-based manufacturing. By implementing Vicinity software, you can eliminate outdated, basic, or multiple disjointed systems, and start maximizing your manufacturing capabilities.

First software product for formula based manufacturing in the Microsoft Dynamics reseller space.

Integrates with Microsoft Dynamics GP, SL & NAV.

Powered by a team of software developers, technical experts, and business consultants with 30+ years of experience working with batch manufacturers.

Built to enhance manufacturer’s ERP investment by cutting cost while supporting growth through improvements in productivity.

VICINIT YSOF T WARE.COM 770.421.2467

info@vicinitysoftware.com

CHEM

FOOD

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