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WINTER 2014

www.thepartnerchannel.com

Death to Bad

MEETINGS: PRACTICAL STRATEGIES TO HELP YOU TAKE BACK YOUR DAY

Partner

MEETINGS: THE GOOD, THE BAD, AND THE UGLY

LEADERS FAIL to LEAD When

]] Celebrating Our

10TH YEAR in Publication!

]

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Self-Service Business Intelligence

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contents 7INTERs4HE0ARTNER#HANNEL ® Magazine

DEPARTMENTS Leadership

14

When Leaders Fail to Lead

28

You Only Get Three Meetings This Week

IN EVERY ISSUE

40

9

Is the Best Meeting a Cancelled Meeting?

Full of Meaningful Meeting Advice

Sales

Contributors

11

On the Homefront Bring Out Your Bad

12 News

Updates All Around

13

Events Fill Your Calendar

44

Members Only Corner

FEATURES FE E AT URES

19 24

Word-A-Ganza

16

Recapping The Partner Connections Event

The Bagel Call

32

36

Meetings: the Good, the Bad, and the Ugly

ISV Profile PaperSave

38 45

Marketing

TPC Caption Contest

Marketing to the Rescue

Logo Contest

20

34

Inspired Marketing

73

The Magazine in a Nutshell

Balance Point Technologies

46

Advertiser Index Find the Solutions You Need: Part 1

47

The List Find the Solutions You Need: Part 2

A publication dedicated to building a community for Partners THEPARTNERCHANNEL.COM | WINTER 2014

5


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NOTES

from The Partner Channel

The Partner Channel Magazine Winter 2014 ®

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

Publisher TPC Publishing Editor-in-Chief Jenny Davis Copy Editor Kate Mund Writers Bethany Foyt Jasmine McNellis Jenny Davis Contributing Writers Adrianne Machina Barbara Pfeiffer Bonnie Robertson Pam McGee Peter Joeckel Tracy Faleide Art Director Shawn Olson Contributing Artists Dave Swang John Holland Matt Mastrud Ryan Fritz Seth Rexilius Scott Thuen Trygve Olson Advertisement Sales Jane Olson Membership Program Manager Jasmine McNellis

The One About Bad Meetings

I

t happens to the best of us. One moment you’re heading into a meeting room or putting on the headset for a conference call, the next moment you’re wondering just what exactly is going on. In this issue we set out to remedy some of the underlying symptoms as to why meetings go bad. You’ll first see a scenario that brings some awareness to where problems begin (“When Leaders Fail to Lead” on page 14). You’ll also read about a call that isn’t exactly motivating (“The Bagel Call” on page 16), and you’ll find out that maybe cancelling a meeting could be the best thing you do (“Is the Best Meeting a Cancelled Meeting” on page 40). We also heard from a few of you in “Meetings: the Good, the Bad, and the Ugly” on page 32. I have a hunch that there are a few more stories out there to share, but that you didn’t want to enter the witness protection program. Thank you to our advertisers, participants in The List, and Sponsors of The Partner Connections Event (see a special spread on the event, including a list of our Sponsors, on pages 24-27). We’re now three issues into our 10th year of publication. It’s crazy how fast time flies…when you’re not trapped on a call. Sincerely,

Jenny P.S. If you want to share your good, bad, or ugly meeting story on the down low, you can contact me at Jenny@thepartnerchannel.com. My lips are sealed.

The Partner Channel Magazine is published by TPC Publishing, a business unit of The Partner Channel, Inc., with principal offices at 1045 Broadway, Fargo, N.D. 58102. All postage is paid from Fargo, N.D. If you wish to be removed from the mailing list, send your request, including name, business name, and mailing address to the above address, or to Jane@thepartnerchannel.com. If you wish to add names, the same directions apply.

This label only applies to the text stock. WINTER 2014

www.thepartnerchannel.com

The Partner Channel®, Inc. is an independent company and is not affiliated with Microsoft Dynamics® or any of its affiliates or subsidiaries. This is a copyrighted publication ©2013, and all articles herein are covered by this copyright. All rights are reserved. Any use of the content for commercial reasons or any other form of reproduction of material herein is strictly prohibited without prior written approval of The Partner Channel, Inc. Most articles are submitted by independent industry professionals; therefore their views and opinions may not be those of the publishers. Inasmuch, TPC Publishing cannot be held responsible for any or all comments or information held within those articles.

On the Cover There are eight super evil references on this issue’s cover graphic, masterminded by illustrator John Holland. Can you figure them out? Email your guesses (as many as you can muster!) to Jenny Davis at Jenny@thepartnerchannel. com for a chance to win a Starbucks gift card. Each entry with at least two guesses is a winner, because A) We love to see who reads this section, and B) You took the time, you get a reward.

Death to Bad

MEETINGS: PRACTICAL STRATEGIES TO HELP YOU TAKE BACK YOUR DAY

Partner

MEETINGS: THE GOOD, THE BAD, AND THE UGLY

When LEADERS FAIL to LEAD ]] Celebrating Our

10TH YEAR in Publication!

Illustration by John Holland for The Partner Channel®.

]

]

This publication is printed in the U.S.A. by Forum Communications Printing.

THEPARTNERCHANNEL.COM | WINTER 2014

7


doc-link™ The Key to Going Paperless

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CONTRIBUTORS PAM MCGEE

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

Email: Pmcgee2@hotmail.com

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

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

BARBARA PFEIFFER

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

Email: Barbara@thepartnermarketinggroup.com Twitter: PartnerMktGrp LinkedIn: Pfeifferbarbara Blog: www.thepartnermarketinggroup.com/blog

WHEN IT COMES TO INNOVATIVE MARKETING FOR TECHNOLOGY COMPANIES and their channel, few people possess the level of expertise, leadership, and passion as Barbara Pfeiffer, senior marketing consultant for The Partner Marketing Group. Barbara has spent most of her career developing and driving high-performing marketing programs for Microsoft and a global network of VARs and ISVs. She was the strategic mind behind many exclusive Microsoft programs such as GAP, Landlord, Butterfly Publisher, Marketing Essentials, and Marketing Office Hours. Barbara is constantly on the leading edge of marketing and specializes in helping clients build and execute comprehensive marketing plans including social media, inbound marketing, nurture marketing, and content marketing, as well as marketing assessments and plan/program development and management.

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

BONNIE ROBERTSON

Email: Bonnie@bonnierobertson.com LinkedIn: Bonnierobertson

BONNIE ROBERTSON UNDERSTANDS BIG AND SMALL BUSINESS. She’s worked for one of the biggest – Microsoft – and now runs her own consulting company. Bonnie’s been helping business owners and managers improve their businesses for more than 20 years.

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

TRACY FALEIDE GAINED 20 YEARS OF EXPERIENCE IN COMMUNICATIONS, project and team management, planning, and results-based execution by holding several team and strategy leadership roles at Great Plains Software and Microsoft. She is a writer and coach, helping clients tell their stories, establish confidence of purpose, and see things differently.

THEPARTNERCHANNEL.COM | WINTER 2014

9


Pitch the paper clips.

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ON THE

HOMEFRONT

Bring Out Your

BAD

story by JENNY DAVIS

I

’ll be the first to admit it. Sometimes I’m terrible at running meetings. If you know my background in events, that’s probably an admission that seems a little, shall we say, career limiting. But it’s true…sometimes I’m the world’s worst meeting runner. Here are the circumstances that surround said terrible meetings: » I didn’t put much prep time into the agenda. » I didn’t gather my thoughts around what I’m personally going to present. » I’ve overbooked my daily work schedule, circling back to #1. Based on comments we’ve received from past installations of The Partner Event, in addition to (or in spite of ) my terrible meeting runnership, I’m fairly confident that I can organize an a-okay event. Here are the circumstances that surround said a-okay events: » I put a lot of thought into the agenda, how people are moving from point A to B, and what they’re experiencing along the way. » I document the logistics of the event, communicate them to the venue and crew, share them with my team, and everybody knows their role and tasks. » I don’t schedule much for myself during the event, because I’d rather be free to run around, troubleshoot, and visit with people, circling back to #1.

Isn’t it funny how a little preparation and stepping outside of oneself can help create a totally different experience? Isn’t it funny how a little preparation and stepping outside of oneself can help create a totally different experience? My goal after putting together this issue of The Partner Channel Magazine is to take stock of what the contributors are sharing here and put to use what I can to make my terrible meeting runnership less terrible and more meaningful. I already know that when I take the time to prepare well, the meeting runs more smoothly, which leads me to wonder… why don’t I just do this every time? The answer is probably somewhere in the realm of why I didn’t keep up with my reading in college or why I wait until the last second to grocery shop before the holidays. My encouragement to you is the same…bring out your bad and let in the good. Your company deserves it, your team deserves it, and you deserve it.

THEPARTNERCHANNEL.COM | WINTER 2014

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NEWS Retailers and suppliers require nimble and adaptable supply chain capabilities to respond to changes in consumer demand and delivery preferences. Accellos and SPS Commerce bring these essential capabilities to the Microsoft Dynamics GP community. The cloud-based solution connects an organization’s Microsoft Dynamics GP system to the SPS Universal Network, not only automating supply chain relationships with a single integration to more than 50,000 trading partners worldwide, but also providing automated connections to any future trading partners. Altus Dynamics announced that its Altus Dynamics NAV 2013 solution for financial management, HR, and payroll for the nonprofit and public sector is now Certified for Microsoft Dynamics (CfMD). By successfully meeting all certification requirements, Altus Dynamics NAV 2013 can now carry the distinct Certified for Microsoft Dynamics logo. DFC Consultants, a gold-certified Microsoft Partner, recently awarded its 2013 Customer of the Year awards to: Pride, Inc., DFC Cloud Customer of the Year; Ho-Chunk Housing and Community Development Agency, DFC Property Management Customer of the

12

WINTER 2014 | THEPARTNERCHANNEL.COM

Year; and Development Homes, Dynamics Customer of the Year. Each business was awarded customer of the year based on their extensive use and knowledge of software systems they utilize and their measurable success and productivity in their industry. kCentric Technologies, Inc. and Azox, Inc. have joined forces under the k-eCommerce brand and now provide a first-rate e-commerce solution with seamless integration to Microsoft Dynamic ERP and SAP Business One. This omni-channel e-commerce platform can be implemented in the cloud or on-premise. With similar visions, the synergy of the two companies is a natural fit. Learn more at http://lnkd.in/d2ciCih. nChannel, creator of the cloud-based multichannel management platform, announced that it has launched a connector for QuickBooks that manages the flow of item, order, shipping, and inventory information between the accounting system and any number of physical or online sales channels. The release enables QuickBooks users to automate the flow of item and salesrelated data between QuickBooks and a variety of eCommerce and POS applications, eliminating labor-intensive manual data entry, improving the ability to rapidly list items and fulfill orders, and increasing revenue.

Sandler-Kahne returned from AXUG® Summit and announced very powerful enhancements coming to the eBanking Suite for Microsoft Dynamics AX including: eBankRec support for multi-step matching along with confidence levels; sophisticated mapping with lookups to support precisely configured GL journal entries on bank statement transactions added to Microsoft Dynamics AX; and Positive Pay – fully unattended/automated file creation and transmission to the bank. Microsoft Dynamics SL product FIDO (The Data Retriever) was featured at the Microsoft Dynamics SL User Group conference. To learn more – including info on a free trial offer for FIDO – visit www. sksoft.com. Stoneridge Software and the University of Mary have teamed up to offer online classes in Microsoft Dynamics AX. Courses will prepare current users or those interested in Microsoft Dynamics AX for certification tests. Microsoft Dynamics AX 2012 Development will begin January 13, and courses in Microsoft Dynamics AX 2012 Installation and Configuration and Project Management will begin January 14. Further details and registration information can be accessed at www.umary.edu/microsoftdynamics.


EVENTS JANUARY Microsoft Dynamics AX Institute: Winter Session January 13-February 7 | Fargo, ND https://training.partner.microsoft.com

Microsoft Dynamics AX 2012 Development - Online Course January 13-31 Monday-Friday, 12:00-2:00 p.m. Online courses offered through the University of Mary, instructed by Stoneridge Software www.stoneridgesoftware.com/events

Microsoft Dynamics CRM 2013 Virtual Foundation Training Program Virtual/Online January 14-March 13 https://training.partner.microsoft.com/ learning/app/management/registrationex/ LMS_Registration.aspx?UserMode=0&Mod e=0&ActivityID=849112

FEBRUARY Microsoft Dynamics AX Technical Conference

Microsoft Dynamics for Retail Technical Conference

Enterprise Academy L200 Industry Training: Retail

February 6-7 | Bellevue, WA www.microsoft.com/dynamics/ axtechconference/Events.aspx?p=topnav

April 8-11 | Atlanta, GA https://training.partner.microsoft.com

Performance Benchmarck Workshop February 6-7 | Bellevue, WA www.microsoft.com/dynamics/ axtechconference/Events.aspx?p=topnav

Warehouse/Transportation Management Workshop February 6-7 | Bellevue, WA www.microsoft.com/dynamics/ axtechconference/Events.aspx?p=topnav

February 6 | Dallas, TX https://training.partner.microsoft.com

Microsoft Dynamics AX Fast TrAX Enterprise Academy Consultant Class

Enterprise Academy L200 Industry Training: Services

Microsoft Dynamics AX Fast TrAX Enterprise Academy Consultant Class February 10-28 | Fargo, ND https://training.partner.microsoft.com

March 4-7 | Atlanta, GA www.microsoft.com/dynamics/ convergence/atlanta14

Discovery2Win! Workshop for Microsoft Dynamics Partners

April 10 | Chicago, IL https://training.partner.microsoft.com

February 6-8 | Redmond, WA www.microsoft.com/dynamics/ axtechconference/Events.aspx?p=topnav

Microsoft Dynamics AX Fast TrAX Enterprise Academy Developer Class

February 5 | Dallas, TX https://training.partner.microsoft.com

Discovery2Win! Workshop for Microsoft Dynamics Partners

April 14-May 2 | Fargo, ND https://training.partner.microsoft.com

Microsoft Dynamics Convergence 2014

Demo2Win! Workshop for Microsoft Dynamics Partners

April 9 | Chicago, IL https://training.partner.microsoft.com

Microsoft Dynamics AX 2012 Enterprise Academy Service Industries Advanced Workshop

February 3-5 | Bellevue, WA www.microsoft.com/dynamics/ axtechconference

February 3-21 | Fargo, ND https://training.partner.microsoft.com

Demo2Win! Workshop for Microsoft Dynamics Partners

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Microsoft Dynamics AX Fast TrAX Enterprise Academy Consultant Class March 17-April 4 | Fargo, ND https://training.partner.microsoft.com

April 22-25 | Fargo, ND https://training.partner.microsoft.com

Enterprise Academy L200 Industry Training: Manufacturing April 28-May 2 | Dallas, TX https://training.partner.microsoft.com

Microsoft Dynamics AX Fast TrAX Enterprise Academy Developer Class April 28-May 16 | Fargo, ND https://training.partner.microsoft.com

/.'/).'%6%.43 AXUG®: www.axug.com/events CRMUG®: www.crmug.com/events GPUG®: www.gpug.com/events

APRIL

NAVUG™: www.navug.com/events

Enterprise Academy L200 Industry Training: Public Sector April 1-3 | Denver, CO https://training.partner.microsoft.com

Upcoming Events? Going somewhere, but it’s not on the list? Let us know, and we’ll include it in the next issue! Go to www.thepartnerchannel.com/magazine under “Events” to submit details. THEPARTNERCHANNEL.COM | WINTER 2014

13


LEADERSHIP

SA LE S

M A R K ETI NG

When

Leaders Fail to Lead story by BONNIE ROBERTSON

8:20 A.M. People shue in, some on their phones, the rest carrying open laptops or tablets. There are one or two people who are in the room busily working on their schedules or emails. A conference phone is available to connect with someone remotely. While everyone appears to be productively working on something, the meeting, that was to start at 8:30 a.m., is now at least 10 minutes delayed.

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WINTER 2014 | THEPARTNERCHANNEL.COM


8:40 A.M. One of the participants mentions that someone else just texted and said that it would be at least another 10 to 15 minutes before he could join, but go ahead and start without him. So we do. This is an official monthly management meeting that occurs every second Monday morning of the month from 8:30 to 10:00 a.m. We start with a couple of people debating a bit about a customer problem and who is responsible for solving the issue. The rest of us continue to try to be productive (three more email responses sent) since the topic is not really relevant to the group.

8:55 A.M. “We should get started,” one manager states with conviction, “because I have to leave right at 10:00 a.m.” Everyone agrees in mumbles as they continue to stare at their screens and quickly send one last email or text. “I am going to grab a quick cup of coffee,” one participant announces. “Can I bring someone a cup?” she kindly asks.

9:10 A.M. The participant grabbing coffee returns and everyone appears ready to begin. Someone offers to “dial in” a remote manager who has yet to dial in to the conference number. The remote manager doesn’t answer; instead we hear his voicemail.

9:15 A.M. “So what are the key happenings from this past month for each of you?” the leader questions. “Let’s go around the table,” he declares, in a need to bring some order to the meeting.

9:20 A.M. The managerial “show and tell” proceeds, mostly with managers providing the “good news” from their departments. Occasionally others ask some questions, but not many, as they are busy looking at something on their screens.

9:35 A.M. The participant who stated he would be late walks in, apologizes, and takes a seat. The leader attempts to give him a quick overview of what has been presented as managers gave their reports around the table.

9:40 A.M. The conference phone rings, the remote manager who we were trying to reach dials in. He apologizes, mentions something about a very stressed employee that he was talking with and caused his delay to this meeting. This peaks the interest of several other managers who begin to ask questions

about the employee issue; they then admit that others on their teams seem to be stressed and uncertain as well.

9:46 A.M. The remote manager is on a cell phone driving to an appointment, and he is cutting in and out. Someone suggests that it is a problem. He says he will dial back in to pick up the conversation.

9:47 A.M. A healthy discussion develops about employees, the work environment, and some recent resignations. “Is it something we are doing or not doing that should be addressed?” one manager asks the group. One manager mentions that she knows her team is being heavily recruited.

9:49 A.M. The remote manager dials back in. “Is this connection better?” he asks his colleagues. “Yes,” someone replies. “Are your people getting calls from recruiters?” one of the managers asks her colleague that reconnected on the cell phone. Dialogue and debate regarding employee productivity and retention continue with a significant amount of “she said, he said” generalizations. Some interesting questions are asked. Some valid points are made. Everyone seems engaged.

9:58 A.M. The participant that announced earlier he must leave promptly at 10:00 a.m. begins to pack his bag of technological gadgets. “We need to talk more about this topic of our employees,” he states. “I am concerned that a couple of people on my team are confused as to where we are headed as a company.” Many around the table nod in agreement. He leaves. More examples of uncertainty and restlessness of the team are mentioned.

10:08 A.M. While the discussion is interesting, two participants announce that they need to leave for meetings they have scheduled at 10:00 a.m. They are now late for these meetings. “We really need to continue this conversation,” one manager mentions as he walks out with his computer open. “We are losing good people who think we do not have our act together as a management team.” Everyone agrees. “When?,” inquires one of the remaining managers. “When are we going to discuss this?” No one is certain. Everyone has to check their calendars because they are currently over committed to “meetings”.

10:10 A.M. All managers have exited the meeting room. The future of this business is at risk.

THEPARTNERCHANNEL.COM | WINTER 2014

15


SALES

M A R K ETI NG

L E A DE R S H I P

THE CALL

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WINTER 2014 | THEPARTNERCHANNEL.COM


story by PETER JOECKEL | illustration by MATT MASTRUD

I

n close to 30 years making payroll as an ERP software VAR, it is my experience that managing the sales function has the highest possibility for “the law of unintended consequences” (TLOUC) to take hold in companies. (For an excellent discussion on TLOUC, read: http://tinyurl.com/8p8g.) Typically TLOUC rears its ugly head in the area of sales compensation when maximizing individual commission pay creates an undesired result for the company as a whole. One of my favorite examples was not compensation plan related, but it did have a negative effect on my company. Earlier in my career as a VAR, I was in discussions with a large national VAR interested in acquiring my practice. What I remember most about one particular breakfast meeting with the managing partner of the firm was: a) an earn-out is not cash, and b) the concept of the “bagel call”. During our breakfast, the managing partner informed me that our meeting had a hard stop at a particular time because he had to join in on his firm’s weekly sales “bagel call”. I had never heard that terminology before, and it sounded like a great idea, fun even. I envisioned a meeting where all the salespeople gathered once a week to discuss their pipeline over company-provided bagels, coffee, and juice. Boy was I wrong. Being of an inquisitive nature, I asked about the bagel call and was quickly set straight on my impression of a fun event for the sales team. The “bagel call” was for those members of the sales team that had zero sales for that particular sales period (for those of you reading this before your morning coffee…a bagel resembles a zero). Inclusion was not an honor; rather it was a wakeup call that no one wanted to participate in because everyone in the organization had visibility to who was on the call and slacking on meeting their quota. Being not only inquisitive, but also highly competitive, I thought this was a great motivational tool for the sales team and could not wait to implement my own version back at the ranch. My intuition told me that no salesperson would want to be on the call; it would motivate them to kick into high-selling gear earlier in the month, quarter, and year to meet their goals. I had always wanted to find a way to get as much sales activity and effort going throughout a given sales period as is generated during the last days of a month, quarter, and year when typically every salesperson goes to heroic lengths to finish “on target”. My thought was that the concept of the bagel call would create mini storms of activity within sales periods and result in greater sales as a whole. The theory ended up being much more productive than reality. I was correct in my initial assumption that no one wanted to be on rather than in the bagel call, but I did not realize to what degree that TLOUC would bite me in the pants. Instead of fixing the problem of the hockey stick shaped sales curves within sales periods, it magnified the number one way that Partners steal from themselves and each other. Does this sales “cycle” sound at all familiar? » Prospect is nurtured along, utilizing every consultative selling method in your tool belt. (And don’t forget to sell value! Sorry, inside joke). » Prospect is assigned a high probability of close based on all of your typical sales measurement criteria. » The end of the fiscal year approaches for your software publisher, and your rep is “this close” to making “club” and winning a week in paradise with his/her spouse. Please stop me if you know what happens next.

The “bagel call” was for those members of the sales team that had zero sales for that particular sales period (for those of you reading this before your morning coffee…a bagel resembles a zero).

THEPARTNERCHANNEL.COM | WINTER 2014

17


Some customers will buy because of the “once in a lifetime deal” offered them if they can sign a contract by the 25th, but others will not. If and when they do buy, it is almost impossible to take that end-of-period special discount off the table. It is my practice to let deals close naturally and at their own pace. Forcing deals to close early with artificial sales incentives steals money from yourself that you can never recover. How much money do we steal from the ERP ecosystem on an annual basis like this? I bet it is a big number. The net effect of the bagel call process was not to motivate more good selling activity but rather the opposite: More end-of-period types of behavior to close deals earlier and stay away from attendance on the dreaded calls. Ironically, the long-term unintended consequence of implementing bagel calls for me was positive. I had never seen period end sales behavior as taking money out of my pocket. By exacerbating that behavior, it forced me to see it for what it is and completely change my philosophy on when to try and close deals. Enough for today; I am late for my weekly sales bagel call. Peter Joeckel is the president and founder of TurnOnDynamics a Microsoft Dynamics AX and Microsoft Dynamics GP Partner that specializes in manufacturing implementations and transitioning clients that have outgrown Microsoft Dynamics GP to Microsoft Dynamics AX. TurnOnDynamics is dedicated to providing only senior-level resources for its customers and their critical ERP implementation projects. No juniors; no learning on your dime. Additionally, TurnOnDynamics focuses on the strategic concerns of executives and owners with a unique Dynamic CFO Service offering.

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WINTER 2014 | THEPARTNERCHANNEL.COM


LADIES AND GENTLEMEN, WE HAVE A WINNER! Congratulations to Ed Sills of Infinity Software Solutions, Inc. for winning our Fall 2013 contest. Now for the next round of the Word-A-Ganza! Posted below are 25 words that relate to the topics and themes included in this issue of The Partner Channel Magazine. These words can be found in the grid horizontally, vertically, diagonally, backwards, and forwards. You can submit your completed word find to us for a chance to win a $10 gift certificate to Starbucks so you can enjoy future word finds over a latte or cup of tea. Simply scan and email your completed word find to Jenny Davis at Jenny@thepartnerchannel.com or mail a copy to The Partner Channel, 1045 Broadway, Fargo ND 58102. If you don’t want to write in your magazine, contact Jenny and she’ll email you an electronic version of the same word find.

Bad Meetings Bagel Call Balance Point Technologies Cancel That Meeting Channel

Inspiration Management Marketing Martin Luther King Jr Member

Microsoft Dynamics PaperSave Partner PowerPoint Sales

The Bad The Good The List Mobile The Partner Channel The Ugly

Three a Week To the Rescue TPCE When Leaders Fail Winter

S A L P A R T N E R E H T H E L I S T M O B I L A E E T N I W S D O O O G E H T L E E N N A H C D I A B I S E H E A R T M A R K E T I N G I T A R T N D A I G M E P A R T N R E R S L E O N O N D I N S S D K E O N P A P E R S A V E A I T I A A S P I P C M E Z N L S T P E C N A L A B P S T V H D S O I I E H N M E O S I U C H A F U D M O E D P C N P R M E E B L A D N Y N D T D U D Y D E E T H G I R A A T I A E D R S H S L T H E L I S T M O B I L E T N I S G A E S T A C T U S E I L E H T I N T S E I Y N I E D R R U I O E C T D U A H W A O T E W W O D C N L E S V S F N I T I H D G E S H P H F E O N T A S C R F E R K O L S T I E U L I T R E A L P A F N P A S A T I R O G U S N C R E Y L E B S S S F O C I L H I H G O D K T T S I E K N E W A R T G S S E R L I L E T W E T I E H T O N I C O D E N N R O L A G P A W L E B U R A P E I P O N P L P E I E R T U B T N I W C S E N N A I R I E A G K A M T D C H T N U T A S P H I M Y A S A K T C D J P E E A I A I I S E O D T H E G O O D X A I R N O R G E E M T O H E P L O H A X A I W R E L E N S A D A M L G M N R R A T H E R A D O F D E T H E G A L N D N T T H E P A R T N E R C H A N N E L D A J S A A E O T O T H E R E S Q U E D S I W H E B L E R M B H T P T N I O P R E W O P A W I N T E E R S A D F W THEPARTNERCHANNEL.COM | WINTER 2014

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MARKETING

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L E A DE R S H I P

SA LE S


Marketing to the

RESCUE TAKING POWERPOINT FROM DRAB TO FAB

story by BARBARA PFEIFFER | illustration by JOHN HOLLAND

T

ype “death by PowerPoint” into your browser, and you get anywhere from six to 11 million results, depending on your browser of choice. Amazon has more than 200 books on the subject. SlideShare has 20+ presentations on the subject (including, sadly, some which seem to be an actual illustration of death by PowerPoint®). With all this awareness, why are there so many bad PowerPoint presentations still happening every day? “How to Create PowerPoint Presentations That Shine” most likely falls into the category of “we know we have to do it, but we don’t have the time or resources”. It may also be a function of not knowing how to go from bad to brilliant. So why is this marketing’s problem? Let’s put aside the internal PowerPoints for now. Every external PowerPoint delivered by your company – via webinars or events, or as proposals or credentials – is a direct reflection on your company and your brand. That puts it squarely in marketing’s hands. Plus – let’s face it – if anyone is going to make the company look fabulous, it’s the marketing geniuses. Before we get into the “how” of ensuring that every PowerPoint leaving your office is awesome, let’s do a quick refresh on the basic rules of creating amazing presentations: » Use no more than three short bullet points per slide. » Keep each slide to a single point or idea. » Use visuals – lots of them (and whitespace, too). » Keep it simple. Busy templates make for bad design. Of course there are many other rules including things such as font size, minimizing animation, transitions, and more. For a primer, visit Amazon for resources or do a search on “creating great PowerPoint presentations”.

FIVE IMPORTANT TIPS From a marketing perspective, follow these tips to help ensure that every PowerPoint leaving your company is amazing. » Develop a custom template. Microsoft doesn’t use the pre-fabricated templates that come with PowerPoint for their materials and events, and neither should you. When you create your template, create a powerful and colorful cover, but keep the interior slides simple. Use a clean background and sans serif fonts. Try to avoid overwhelming your audience with your logo – it can be across the bottom, but make sure there is an option without

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it, too. When you send out your template, make sure your team knows how to install it. This will ensure that the fonts and colors you’ve worked so hard to select are available as options when a new presentation is created. Not a designer? Outsource your template design. This one design will be used over and over, so it’s easy to justify paying for a killer template. Next best option? Buy a template from a site such as www.TemplateMonster.com or www. PoweredTemplates.com (remember to customize it with your colors and logo). » Create and share a photo and image library. Repeat after me: I will not use – nor will I allow –the use of free clip art. Nothing hurts your brand more than crummy clip art or stock photos that are in every one of your competitors’ materials. Build a library of images that your entire company can use. Look for images that illustrate your solutions, the pains you address, and the industries you serve. Forego the SmartArt feature in PowerPoint and instead have a designer create custom, branded illustrations of your processes and methodologies. » Create a master deck of frequently used slides. Look at all your presentations. Are there specific slides that appear over and over? Your credentials, customer references, your methodology, contact us, etc.? Set a good example (and save tons of time) by creating these first in your new template, and then make them available for everyone to use. Not only will you get consistency and some awesome slides, but it’s also likely that the high quality of these slides will help drive the need for high quality throughout the whole presentation. » Create a library of frequently used presentations. We all have presentations that we use regularly, including credentials, proposals, and training sessions. Go to everyone in your company and ask for their best slides; then bring them together in a shared library (after you reformat them in your new template, of course). One tip – assume someone will miss the need to strip out specifics (like a prospect’s name in the file) and make sure you do it before you post anything.

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» Train and consult. Create an office-wide training that shows what an amazing PowerPoint looks like and introduces the tools you’ve created. Use some of the awesome decks on SlideShare (see sidebar) to help show what a GREAT presentation looks like. Once your office is trained, keep the door open with design assistance for the most important decks. Any ONE of these tips will make a difference in your slide decks. Implement them all, and your presentations will help differentiate you, build credibility, and reinforce your brand. To learn more about how marketing can take other areas of your organization from drab to fab, contact Barbara Pfeiffer at The Partner Marketing Group at Barbara@thepartnermarketinggroup.com. You can also download one of Barbara’s complimentary ebooks, the “ABC’s of Content Marketing” and “The Year of Content”, at www.thepartnermarketinggroup. com/greenhouse-marketing-ideas/dig-deeper.

Not surprisingly, SlideShare is home to some fabulous PowerPoint creations, including a number that are focused on teaching you how to become a master creator. Visit www. slideshare.com and search for: » You Suck at PowerPoint (a great and classic deck by jessedee) » Death by PowerPoint (by Alexei Kapterev) »

Steal this PowerPoint (another classic from jessedee) » How to Create Presentation Slides that are out of this World (by slidecomet)

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THE

PARTNER CONNECTIONS AX | CRM | GP

EVENT

2013

Thank you to the 350 Partners who joined us at The Partner Connections Event 2013! This was our maiden voyage, collaborating with AX Partner Connections, CRM Partner Connections, and GP Partner Connections, and we were thrilled to host you in Tampa. So many great moments were captured at the event and we’re happy to show some of them here. If you’d like to view more photos from the event, check out “The Partner Channel” on Facebook.

“Simply put (as in the words of Joe Mechlinski) it fed my “Why”, which is to connect with others and share informationally, vocationally, relationally.”

“I have enjoyed attending this event the past two years and have taken away valuable applicable tips and insights!”

“Overall the sessions were extremely educational and highlighted some things I already knew and pointed out some areas where we need to do some work.”

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THE

PARTNER CONNECTIONS AX | CRM | GP

EVENT

2013

“It is always great to reconnect with Partners and friends you have make along the way.”

“This is the only event of the year that I go to for me; I am not there to sell anything, but rather to learn from my peers.”

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

The premier Microsoft Dynamics event is happening in Atlanta, GA, March 4–7, 2014. This is the perfect opportunity to treat your customers to a week of learning, discovery, and fun. Not to mention a chance to strengthen relationships, close sales, and increase ROI. Register before January 10, 2014, to save $300. To find out more or to register online, visit: www.microsoft.com/convergence

March 4–7, 2014 / Atlanta, GA

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THE

PARTNER CONNECTIONS AX | CRM | GP

EVENT

2013 “The biggest challenge is prioritizing what to implement first. Everything was applicable!”

“Great business value! Not only did I get personal inspiration, but business inspiration from this conference. So much information, not sure how to share it all with my co-workers!”

“My company definitely benefits from my being “unplugged” and focusing on personal growth for a few days.”

SAVE THE DATE! The Partner Connections Event October 12-14, 2014 St. Louis, Missouri

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PARTNER CONNECTIONS AX | CRM | GP

2013 thank you to our sponsors EVENT

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LEADERSHIP

SA LE S

M A R K ETI NG

3

You Only Get Meetings This Week... U S E T H E M W I S E LY ! story by PAM McGEE | illustration by RYAN FRITZ

A

recent article in The Wall Street Journal indicates that if you do two things – prepare a detailed, prioritized agenda and start on time – you can decrease the amount of time spent in meetings by 80 percent. I challenge you to take this one step further and give a quota for the number of meetings each team member can schedule and then send the message that they need to be diligent about why they schedule meetings, the purpose of the meeting, who needs to attend, and multi-tasking guidelines. The Wharton School of the University of Pennsylvania indicated that workers thought 25 percent of their meetings could be replaced with a memo or phone call. Worried it would be an excuse for not getting things done? Setting a meeting quota does not imply not getting the work done; it only challenges the conventional paradigm on “how we get work done.”

WHY HAVE MEETINGS BECOME SO RAMPANT? Some employees indicate 56 percent of their time is spent in meetings. Eighty-five percent indicated meetings were a waste of time (Wharton). Do the simple math: 50 hours a week x .56 = 26 hours; 26 hours x .85 = 22 hours. About 2.5 days of their work a week is a waste of time. If you have 50 employees and each employee wastes 22 hours a week, then in a 50-week year (excluding two weeks of vacation time), each employee wastes 1,100 hours per year. That is 55,000 hours a year. If you pay your employees an average of $50,000 a year or $25 per hour, that is $1,375,000 of unproductive payroll cost. What could you do with an extra million this year? (I admit my math is not CPA solid; however, I think you get the point).

WHY HAVE UNPRODUCTIVE MEETINGS INFILTRATED THE BUSINESS WORLD? I looked for a statistic, unsuccessfully, on whether businesses spent more or less time in meetings today than 10 or 20 years ago. My hunch is that we are spending more time, but it is a hunch. Why are we spending more time in meetings? » Lazy managers schedule meetings when they really need to solve the problem themselves. » Meetings are scheduled to update one person, the manager, because he/she is having a tough time staying connected. » Meetings are political and no more productive than a playground of fourth-grade boys and girls fighting to be “King of the Hill”. One person wins and the rest plan their attack for their next recess (meeting).

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» Meetings are scheduled so everyone can be a part of “it”, but no one really knows what “it” is. » Technology has made it easier to schedule meetings. You can access everyone’s calendars, schedule electronically, and invite people from all over the world. Some of us may remember when we actually had to call each person to get a list of available dates/times and coordinate by calling back and forth to get an established time. It was arduous work and not for the faint of heart, so intuitively maybe fewer meetings were scheduled.

WHAT DO WE DO? My first recommendation is to put a psychological limit on the number of meetings that can be scheduled. For example, you only get three a week. Ask yourself: “How will this meeting satisfy a customer need, get more customers, or solve a problem for a customer?” If your meeting can’t answer at least two of those three questions, it probably needs to be de-prioritized. Another litmus test: “What would happen if I didn’t schedule the meeting? What else could I do to solve the problem without a meeting?” My second recommendation is to pick up the phone! It is somewhat a complete juxtaposition that we all have an addiction to our smartphones; however, few of us like to actually talk on the phone. Could we have a “pinky swear” agreement that we would call more, answer more, and get MORE done? My third recommendation is to assign a political assassin to the meeting. It should not be the highest-ranking leader, but someone who has a nose for “bull****”. When the meeting becomes a battle of opinions, a group of lobbyists, and/or a passive aggressive meeting full of “I understand, BUT...”, “Good idea, BUT....”; you know the type. The meeting should have a limit on the number of BUTS included. We all know that everything before a BUT is a lie anyway. My fourth recommendation is to train your managers to lead people and manage processes. If managers were inspiring people to do the work, less push work would result, and pushing work around results in more meetings. Have them ask their teams what they think they can do to eliminate unnecessary meetings and maybe what types of meetings would increase productivity. 30

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My fifth recommendation is to train your managers to be meeting facilitators. It is unfair to the person trying to run the meeting and the person sitting in the meeting if the leader of the meeting has no meeting facilitation skills. We wouldn’t let a non-developer write code; why would we let a non-facilitator lead a meeting?

GO FORTH AND MEET LESS Although meetings are one method to get work done, so are emails, phone calls, hallway conversations, Google docs, SharePoint sites, etc. As you can tell, my bias is showing. It isn’t necessarily entirely against meetings; it is against the misuse of meetings and bad meetings.


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MEETINGS:

and

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Oh, meetings. Isn’t it amazing how you can walk into a room for a meeting and leave either feeling totally inspired and ready to take on the world, or like you can’t believe that really just happened? We reached out to Partners to hear about memories of meetings that set the bar for what a meeting should be or what they never want to experience again.


ANONYMOUS BAD MEETING EXAMPLE: A few years ago, I was invited to a kick-off meeting for a new major project that partially involved Microsoft Dynamics GP (why I was there), and the project manager (PM) led the meeting. There had to have been between 35 to 45 people in the room…a huge crowd of basically anyone that could be affected or involved. After going through the key points of what the project was and things that were somewhat normal, the PM decided it was the right time to open up a project glossary (key terms and definitions), and with the entire group, go through it line by line, term by term, to come to agreement on the definitions of the words/phrases!  It was a classic facepalm moment…with generic key words that different audiences think of differently…“Account”, “Transaction”, etc.  I think he actually thought it was a good idea and the right venue to do that kind of detailed work in. Bad meeting!

ANYA CIECIERSKI CAL BUSINESS SOLUTIONS GOOD MEETING EXAMPLE: A good meeting recently was with a distribution company of beauty supplies. And at the end, he gave me a bag of goodies to take home. That is what I call a good meeting: Always end with a bag of goodies!

JEFFREY PORTER ROCKYSOFT BAD TO GOOD MEETING EXAMPLE: A company meetings, the majority of our team members At need time to reflect prior to responding or engaging in dialogue. In my earlier days at RockySoft, I misconstrued this as disinterest.  As an individual who processes and brainstorms through dialogue, this was quite frustrating. I have learned to set my expectations prior to the meetings by engaging in a thoughtful review of what I’m trying to accomplish.  Following this review and depending on the time sensitivity of the topic, I will set the stage with pertinent information or questions.  Most importantly, I find it extremely helpful to set my expectations prior to meetings. 

ANONYMOUS GOOD MEETING EXAMPLE: We are a virtual company, so while many meetings are held via conference call, we do meet in person annually to discuss what is going well, what is not going well, and what is

our direction for the year ahead. We only have a few days to discuss our topics, so we start by going through pluses and deltas of the previous year. This helps guide the topics. We also have a parking lot where you can put other topics to be discussed if there is time. After we have our topics in place, we follow these rules: » All cell phones and email are turned off. (We allow computers for note taking only.) » All individuals participate and are heard without judgment or interruptions. » We designate a note taker. He/She keeps the notes and action items for all. » We designate a time keeper. It is his/her job to keep the meeting on topic and in the designated amount of time. » Lastly, we end the meeting on time. It is sometimes hard enough to sit through meetings as it is, but when they extend beyond their end time, most attendees start to lose interest and stop paying attention. It took us a few meetings to learn what works, but once we determined the process and rules of our meetings, they have been so much more successful…not to mention a little less painful.

ANONYMOUS BAD MEETING EXAMPLES: Throughout my career, most of the meetings I’ve been in have taken place over the phone. To me, this is a difficult barrier to overcome. I think that body language can contribute a lot to the success of a meeting, so needless to say, I’ve been in a number of doozies! Here are the top two bad meetings I’ve had the pleasure to experience… » No Pause for Breath: I was on the phone with someone whom I was completing a project for and didn’t get ONE word in for more than 30 minutes. Not one word. Okay, it may have been 25 minutes, but still. Having a conversation over the phone is NOT a “one-man show”. » No Mute Button: On one of the first conference calls I presented on, there was a technical glitch (which unfortunately are unavoidable in some cases), and we weren’t able to mute the other attendees. While I was presenting, someone’s daily mantra recording was running in the background talking about how to take one day at a time, breathe, imagine success…you get the picture. It was a BAD experience to say the least. So, lessons learned? Have the guts to INTERRUPT even if you’re talking over that person for a good minute, and always have a backup option for MUTING attendees or remember to mute your own phone when on calls with more than one other person.

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MARKETING

L E A DE R S H I P

SA LE S

MARKETING story by ADRIANNE MACHINA | illustration by MATT MASTRUD

E

veryone talks about being authentic and being transparent in their marketing, but what if we set our goal to be inspirational? What if you stopped selling software and services, and instead started selling dreams? Wouldn’t that feel different? Whether your clients want to be rich, get promoted, serve a population, build an empire, or leave a legacy – all of those goals can be tied back to the decisions they make to improve their technology infrastructure. Inspiration isn’t the exclusive domain of gurus and guides. We all have the capability to light up a room with our passion and energy. To be inspirational, we ourselves have to be inspired! We have to believe in our mission, in our company, in our products – knowing the difference we can make. And then we have to learn the skills to communicate that passion. There are many practical and even simple ways to be inspiring in your marketing messages: » Stand up on your conference calls. Assert energy. I do this on a regular basis. I find if I sit at my desk, my eyes and mind will wander off into my computer instead of being 100 percent focused on the purpose of the phone call. People can feel the difference when you are 100 percent present. Instead of passively listening, I’m walking around, waving my arms, and voicing my opinion. Yes, my dog thinks I’m crazy, but my clients love me. » Tell powerful stories. I remember one custom development shop whose sales guy would always have amazing stories about the work they were doing. Everything they did sounded fun, amazing, life-changing – and it left no doubt in my mind of exactly what they were capable of doing. I wanted to work with them! And I wasn’t the only one…they have had great success over the years. » Build a platform. Are you a great writer? Then blog, write articles, participate in forums, infuse personality into your email marketing messages. Find a way to communicate powerfully through the written word. Are you a polished speaker? Then speak wherever you can – on video, at conferences, at associations, and at trade shows. Build a platform to get a tribe of followers to follow you. Play to your strengths. » Dare to be different. Stop looking and acting like everyone else. Be funny, original, outlandish, and opinionated. Leaders like Steve Jobs and Steve Ballmer never cared what other people thought – their focus was always on blazing a trail, not blending in. Of course, by taking a stand, you won’t please everyone, but you will attract your ideal client. With every marketing impression, you are choosing how you are presenting yourself and your company. You are painting the picture. Are people left touched and inspired? Or are they bored and disinterested? In August we celebrated the 50-year anniversary of Dr. Martin Luther King’s “I Have a Dream” speech.  Dr. King changed history because his mission was clear and his messages were inspiring. He breathed life into an idea. He got people on their feet, into action, no longer willing to accept the status quo. An untold number of people walked in his shoes before he did. They may have had the same mission, but they lacked the passion, confidence, and charisma to inspire massive action. I’ll leave you with the paraphrased words of Dan Kennedy, a true marketing genius, who repeatedly says, “The easiest way to get what you want is by helping people get what they want.” Stop selling software. Start selling dreams. Be inspired. Then be inspirational. 34

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What if you stopped selling software and services, and instead started selling dreams?

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ISV PROFILE

COMPANY: PaperSave INTERVIEWEE: Holly Condon, vice president of sales and marketing HEADQUARTERS: Miami, Florida PHONE: 877-727-3799 EMAIL: Hcondon@papersave.com WEBSITE: www.PaperSave.com

TP What might surprise Partners and customers TPC: about PaperSave products and solutions? ab Holly Condon (HC): We are a natural extension Ho of their Microsoft Dynamics ERP application. P PaperSave integrates not only with Microsoft Dynamics, but also the entire Microsoft stack, D in including Microsoft Office, Outlook, and SharePoint. It also resides on the SQL database, S which is in line with what customers already w have deployed in their IT infrastructure. This makes PaperSave a complementary solution to what customers already have, saving them implementation costs and improving their return on investment immensely.

ESTABLISHED: 2002 WHERE IT ALL BEGAN In the early 2000s, PaperSave’s president was working at a former position and asked the question, “Why can’t I just go into ERP and pull up a document?” He called it the lazy CFO syndrome and wanted to cure that ill with a solution that seamlessly integrated ERP and file cabinets. In 2002, PaperSave was developed by WhiteOwl,

TPC: What does your customer base look like? HC: PaperSave is a horizontal product, so we can help any organization with a filing cabinet. Most of our clients who truly benefit have multiple locations and spend lots of their time and money transporting and storing documents, including clients in the healthcare, restaurant management, hospitality, and not-for-profit industries. TPC: What is PaperSave focused on now in regard to working with Partners? HC: Education. Document management isn’t something businesses think about until they see the harsh numbers in front of them. For example, it costs $25,000 to fill a four-drawer filing cabinet and $2,300 more a year just to maintain that same cabinet. Pushing that message out through social media, blogs, and newsletters gives our Partners the information they need to educate and ultimately help their clients save money and be better businesses.

a Microsoft Gold Certified Partner, and is now a certified document management solution for Microsoft Dynamics AX, Microsoft Dynamics CRM, Microsoft Dynamics GP, and Microsoft Dynamics SL. PRODUCT OVERVIEW PaperSave is a complete document management solution that seamlessly integrates with Microsoft Dynamics AX, Microsoft Dynamics CRM, Microsoft Dynamics GP, and Microsoft Dynamics SL to

TPC: What is the number one reason Partners like working with you? HC: PaperSave helps Partners improve client satisfaction by streamlining their internal processes and reducing the cost per invoice. So, having a happy/mutual client is what is driving Partners to PaperSave and really, technology as a whole. We also focus on making PaperSave a great place to work so that Partners aren’t working with someone new each time. Partners need and appreciate that consistency. TPC: What do YOU like most about Microsoft Partners and the community? HC: Microsoft Dynamics Partners have such wonderful relationships with their clients. The extensive dynamic of the community as a whole is what really benefits the end user. Partners look to their ISVs as their subject matter experts (SMEs) and ultimately their client’s trusted business advisor.

automate workflows and streamline operations through electronic management of traditional paper-based processes. PaperSave takes integration to a different level since it is a natural drilldown within a record. It is not just integrated with the transaction, but rather across the entire ERP. For example, users can use a SmartList query based on any value and then drill down into all supporting documents regarding that record.

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“We have moved from being constantly backed up and under pressure to being proactive and looking at adding additional duties to the accounts payable team to help fill their days thanks to PaperSave solutions.” James Carruthers, VP of Operational Finance at Ironman/World Triathlon Corporation (WTC)


TPC Photo Caption

CONTEST

Name that superhero! Craig Klapman of Mekorma honed his archery skills at The Partner Connections Event Expo this fall. If Craig was a superhero, what would his name be? Email your caption to Jenny at Jenny@thepartnerchannel.com. Submissions will be judged on creativity, relevance, and sense of humor. The prize for this contest is two (2) tickets to your local cinema. Keep it clean folks, because in addition to printing this edition’s winning captions, we’ll also print the submission from our runner-up.

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Thanks for playing last issue’s contest! Our winner is Brenner Klenzman of WillowWare: “And when you wake up, you will post #ErrolRules on Twitter.â€? And congrats to our runners-up: Mike Mozeko of Hawk Mountain Software, Inc.: “May the power of Microsoft lift you up‌â€? Luanne McPherson of AdvTrex: “Hey, everybody. I know you really love all the new Microsoft Dynamics GP features I just shared with you, but guys, you gotta sit down. Stop dancing on the tables. It’s just not safe!â€?

Fall 2013 Photo Caption

CONTEST RESULTS

Super charge your Microsoft Dynamics AX business Add competitive power to your dynamics AX business with an AXtensionÂŽ solution for: t1SPKFDU1MBOOJOH/&83&-&"4& t*OWPJDF1SPDFTTJOH/&83&-&"4& t1SPKFDU$PTU$POUSPM t%PDVNFOU.BOBHFNFOU t,JUUJOH t1SPEVDUJPOQMBOOJOH

Don’t miss the major releases of our solutions for project planning and invoice processing. Visit our booth at the Convergence 2014 in Atlanta to get a live demonstration. For all of the details keep an eye on our website: axtension.com. "9UFOTJPOQSPWJEFTPVSHMPCBMQBSUOFSTXJUIVOQBSBMMFMFETVQQPSUPOBMMGSPOUTCFGPSF  EVSJOHBOEBGUFSTBMFT

THEPARTNERCHANNEL.COM | WINTER 2014

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LEADERSHIP

40

SA LE S

M A R K ETI NG

G N I T E E M T S E B E H IS T

WINTER 2014 | THEPARTNERCHANNEL.COM


story by TRACY FALEIDE | illustration by DAVE SWANG

O

ne of the best clicks I ever get to make is on the “remove from calendarâ€? button in a cancelled meeting notice. Clearing unnecessary meetings from my calendar ďŹ lls my heart with joy and makes my feet want to skip through meadows full of wildowers and butteries. I know I am not alone. So why do our calendars continue to be clogged with meetings, many of which are likely to suck the wind completely out of our sails? I don’t think meeting organizers purposefully set out to grind productivity to a halt. Instead, I think most of us have bad meeting habits we need to shake. Over time, we’ve learned to equate meetings with agreement and progress when the opposite outcomes are often the case. Looking back over a month of meetings, I discovered that the common ingredient in the worst of them was their very existence. It’s likely that many of the meetings currently on your calendar aren’t really necessary. They’re meetings born from habit, not from need. How can you tell the good meetings from the bad? Here are some common signs you’re about to attend (or invite people to) a bad-habit meeting: Âť It’s a recurring, weekly meeting that often requires you to solicit topic ideas from the invitees. t 4UBOEJOHNFFUJOHTBSFOUBMMCBE CVUXFFLMZJTQSPCBCMZUPPPGUFO5SZCJXFFLMZ NPOUIMZ PS as-needed instead. Âť You’re in a new role that not everyone understands so you call meetings to help you prove your value to the organization. t *UT OBUVSBM UP HFU NFFUJOHDSB[Z XIFO ZPVSF JO B OFX PS VOGBNJMJBS TJUVBUJPO 1SPWF ZPVS value by delivering results, not by trying to justify your value in unnecessary meetings. Âť You need to put someone in charge of an initiative, and you know your decision will cause hard feelings, so you get all the interested parties together in hopes they’ll come to the same conclusion as you did. t #JUFUIFCVMMFUBOEBOOPVODFZPVSEFDJTJPOWJBFNBJM BMMPXJOHQFPQMFUJNFUPQSPDFTTUIFOFXT JOUIFJSPXOXBZÍłFSFBMXBZTXJMMCFEJĉFSJOHPQJOJPOT#VUFWFSZPOFJTCFUUFSPĉIBWJOHBDMFBS understanding of who’s in charge of what, and being able to react to your decision in private. Âť 1FPQMFSFQPSUUPZPV XIJDINFBOTUIBUZPVNVTUIBWFSFHVMBSUFBNNFFUJOHT3JHIU  t /PUOFDFTTBSJMZ6OMFTTZPVIBWFTPNFUIJOHZPVOFFEUPEJTDVTTPSEFDJEFBTBUFBN UIFCFTU gift you can give your team are days free of unnecessary status meetings. If you typically are doing most of the talking during the meetings you call, you probably could cut the number in half by sending email updates that your team members can read at their convenience.

? G N I T E E M D E L L E C N A C A THEPARTNERCHANNEL.COM | WINTER 2014

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Âť You’re frustrated that half the people in your meetings are blatantly multi-tasking, but you hold the meetings anyway. t *GNBOZQFPQMFJOZPVSPSHBOJ[BUJPOWJFXNFFUJOHTBTBHPPEUJNFUPDMFBOVQUIFJSJOCPYFT  one or more of these realities needs to be addressed: â–ś You’re trying to do too much at once and need to cut your priority list down to an achievable size. â–ś For some reason, you are overly reliant on consensus decision-making and need to break this pattern by sending out more decision announcements than meeting requests. â–ś You need a “laptops closed during meetingsâ€? rule at your company. 3FDFOUMZBUNZDPNQBOZoJOSFTQPOTFUPQMFBTUIBUXFIBWFUPPNBOZNFFUJOHToXFJNQMFNFOUFE /P.FFUJOH5VFTEBZ0GDPVSTF UIJTNFBOTUIBU.POEBZTBOE8FEOFTEBZTBSFmMMFEXJUICBDLUP back meetings. Sigh. ÍłFPOMZXBZUPTUPQUIFHMVUPGNFFUJOHTJTGPSFBDIPGVTUPUBLFBDUJPO8IFOZPVSFBMJ[FZPVSFJO a meeting that doesn’t have a clear objective or is comprised of too many or not the right people, you OFFEUPTBZTPNFUIJOHyBOEUIFOQPMJUFMZFYJU8IFOZPVHFUNFFUJOHSFRVFTUTUIBUZPVDBOUmUJOUPZPVS days or weeks without multi-tasking, you need to politely decline. Every time you’re drafting a meeting invitation, you need to review the guidelines above, and then happily delete it without saving or sending. "OEPOFMBTUUIJOHZPVTIPVMEEPXIJMFZPVSFUIJOLJOHPGJUoHPUPZPVSDBMFOEBSBOEFYBNJOFUIF recurring meetings you’ve scheduled. Can half of these be cancelled? Think of all the joy (and tiptoes through the metaphorical tulips) you will bring to your grateful co-workers!

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WINTER 2014 | THEPARTNERCHANNEL.COM


Building Community Around Readiness Independent networking groups for software implementation professionals, consultants, technical sales engineers, sales professionals, marketing and leadership roles specializing in Microsoft Dynamics速.

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AXPartnerConnections.com

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CRMPartnerConnections.com

GPPartnerConnections.com Visit the Partner Connections online to explore our educational events and webinars...and join us!


CORNER MEMBERS ONLY

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

INTERVIEW Balance Point Technologies is an ISV for Exact MAX ERP, a manufacturing software targeted at small to medium-sized manufacturing companies. The solution seamlessly integrates with Microsoft Dynamics GP. The company provides data collection software and other applications as well as custom enhancements to help manufacturing companies improve service, reduce costs, and become more productive and proďŹ table.

What do you most enjoy about the winter months in Illinois? 8FMJWFPOBMBLF TP*FOKPZQMBZJOHPOUIFJDF TMFEEJOH BOE skating with my family. I also enjoy taking walks.

Jim O’Neal, CEO

How do you like to conduct meetings in your company? What do you ďŹ nd works best to achieve a successful meeting?

All of our six employees are in dierent locations, so we mostly NFFUCZUFMFDPOGFSFODF8FIBWFXFFLMZNBOBHFNFOUBOEQSPKFDU TUBUVTNFFUJOHTBTXFMMBTNPOUIMZDPNQBOZNFFUJOHT5PBDIJFWFBTVDDFTTGVMNFFUJOH XFBMXBZT have an established agenda with objectives to help keep us focused and on track with our topics.Â

What are your company resolutions for 2014? They include continuing to enhance and develop the applications that we oer, adapting new marketing programs for our applications, and being more involved with social media.Â

What is the most beneďŹ cial aspect of The Partner Channel’s membership program for your company and why? *mOEWBMVFJOSFBEJOHÍłF1BSUOFS$IBOOFM.BHB[JOFBOEÍłF-JTU*BMTPFOKPZBUUFOEJOHUIF BOOVBMFWFOUXIJDIHJWFTNFUIFPQQPSUVOJUZUPBUUFOETFTTJPOTBOEOFUXPSLXJUIPUIFS1BSUOFSTĎ°

“To achieve a successful meeting, we always have an established agenda with objectives to help keep us focused and on track with our topics.â€? Members Only Tips and Tricks Conference Call &WFSZUXPNPOUIT ÍłF1BSUOFS$IBOOFMIPTUTBDPOGFSFODFDBMMGPSJUTNFNCFST&BDINJOVUFDBMM IBTBTQFDJmDGPDVTUPIFMQDPOUJOVFUIFTVDDFTTPGZPVSCVTJOFTT$BMMTUBLFQMBDFUIFUIJSE5VFTEBZPG FWFSZ PUIFS NPOUI BU  BN $5 ÍłF DBMMJO OVNCFS  UPQJD  BOE QSFTFOUFS JOGPSNBUJPO BSF TFOU WJB FNBJMQSJPSUPUIFDBMM$POUBDU+BTNJOF.D/FMMJT TFFCFMPX UPQBSUJDJQBUFJOUIFDBMM

Thank You for Your Membership! ÍłBOLZPVUPUIFNBOZ.JDSPTPGU%ZOBNJDT1BSUOFSTXIPIBWFKPJOFEÍłF1BSUOFS$IBOOFMT$PNNVOJUZ 'PSJOGPSNBUJPOPOÍłF1BSUOFS$IBOOFM.FNCFSTIJQ1SPHSBN QMFBTFDPOUBDU+BTNJOFBU or Jasmine@thepartnerchannel.com. 44

! Congratulations

WINTER 2014 | THEPARTNERCHANNEL.COM

2006 JANUARY Âť The TM Group Inc.

2007 JANUARY Âť Rimrock Corporation Âť TechVisions, LLC

2008 JANUARY Âť Dynamic Communities, Inc. Âť Lighthouse Business Information Solutions, LLC

2008 DECEMBER Âť Eclipse Computing, Inc.

2009 JANUARY Âť Etelligent Solutions, Inc. Âť RoseASP

2010 FEBRUARY Âť Integrity Data

2012 JANUARY Âť NetStandard, Inc.

2012 FEBRUARY Âť Crestwood Associates LLC


CONTEST

Winter 2014 Note: This is not the hidden logo!

This must have been a toughie as we didn’t hear from anyone that found the hidden logo in Charles H. Green’s “Selling to Mr. Spock” article on page 35 of the Fall 2013 magazine.

THE COGNITIVE/EMOTIVE DISCONNECT I spend my time with smart, complex-business, B2B professionals. Every single one of them will acknowledge the importance of the above list. Yet every one of them lives in an organization where 90 percent of attention is focused on the buyer’s Vulcan side, doing slide decks, spreadsheets, valuations, and scenarios. In the real B2B world, all those rational items are the (necessary) justifications for customers looking to rationalize their (emotional) decisions. But they aren’t the decision-driver. Buyers often (rationally) screen sellers. But they quickly form favorites, unconsciously, and usually before the sellers have even had a chance to address the issue. All the Vulcan-targeted approaches are aimed either at forming a buyer’s opinion (too late, already done), or changing a buyer’s preformed opinion (already set in concrete). It rarely works.

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

THEPARTNERCHANNEL.COM | FALL 2013

35

FALL 2013 Location

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

www.thepartnerchannel.com

contents 7INTERs4HE0ARTNER#HANNEL ® Magazine

IN EVERY ISSUE

FEATURES

9

25

Contributors

How Trustworthy Are You?

26

Surely on Santa’s Nice List

SETTING THE

Direction

FOR THE NEW YEAR

11

TPC Caption Contest and Results

On the Homefront

DEPARTMENTS

Sounds Like a Relationship

Leadership

12 News

Celebrating the Good in the Community

15

Events Planning Winter Through Spring 2012

Word-A-Ganza

30

Convergence Tip of the Week Festival

44

Electronic Signature 101

40 50

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

28

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

Mark Albrecht, Microsoft

Sales

TPC Interview

43

ISV Profile Panatrack, Inc.

CLOUD

A

53

Members Only Corner

COMPENSATION

5280 Solutions

PLAN THAT WORKS

54

39

16

The Entrepreneurs’ Corner

52

Logo Contest

56

18

A Greeting from TPC

Make 2012 The Year That You Keep Your Promises

TPC Photo Caption

34

CONTEST

When Customers Sell for You

46

A Compensation Plan That Works

VAR Profile The Resource Group

Marketing

59

Marketing Stickiness

The List Updated and Ready for You Each Quarter

Out With the In With the

OLD NEW

Front cover

What could Jesse Byam possibily be thinking about?

22

Simply email your caption to Jenny at Jenny@thepartnerchannel.com. Submissions

36

will be judged on creativity, relevance, and sense of humor. The prize for this contest

82

Out With the Old, In With the New

The Product Experts

Follow the Yellow Brick Road

Advertiser Index

is two (2) tickets to your local cinema.

48

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

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

5

Table of contents

THEPARTNERCHANNEL.COM | WINTER 2012

Photo caption page

26

The end of each article

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

THEPARTNERCHANNEL.COM | WINTER 2014

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ADVERTISER INDEX Adxstudio Inc. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

&UIP5FDI *OD. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Altec. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

L$FOUSJD5FDIOPMPHJFT . . . . . . . . . . . . . . . . . . . . . . . . . . .

"SJFUU#VTJOFTT4PMVUJPOT . . . . . . . . . . . . . . . . . . . . . . . . .

.FUB7JFXFSGSPN.FUBmMF . . . . . . . . . . . . . . . . . . . . . . . .

AXtension . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

.JDSPTPGU$POWFSHFODF . . . . . . . . . . . . . . . . . . . . .

Azox, Inc. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 

/KFWJUZ *OD. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

#FDL$POTVMUJOH. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

/PEVT5FDIOPMPHJFT *OD. . . . . . . . . . . . . . . . . . . . . . . . .

#VTJOFTT$PNQVUFST4PGUXBSF *OD . . . . . . . . . . . . . . . .

Solver Inc. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 

$PSQPSBUF3FOBJTTBODF(SPVQ . . . . . . . . . . . . . . . . . . . . . 

5SBOT.JDSP . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .18

%BUB3FTPMVUJPO . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

7JDJOJUZ.BOVGBDUVSJOH *OD . . . . . . . . . . . . . . . . . . . . . . . 4

%ZOBNJD$PNNVOJUJFT . . . . . . . . . . . . . . . . . . . . . . . . . .

8BU4FSW . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

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WINTER 2014 | THEPARTNERCHANNEL.COM


Introducing The List MOBILE

Now you can get The List To Go!

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

Table of Contents Industry...................Page 48 Horizontal................Page 55 Services...................Page 69

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


Industry Condominium Developers

INDUSTRY

Agriculture Joesoftware Inc. http://www.joesoftware.com • 780-990-0220 Livestock Accelerator Producer Management and Livestock Movement/Quality Tracking accelerator for Dynamics CRM.

Northlake Partners http://www.TheNorthlakePartners.com 425-773-9606 BluWare - Commodity Procurement Manage harvest, hauling, & purchasing of crops, grain, & ďŹ sh. Specify prices by commodity & automate deductions & taxes. Manage unlimited Farmers & Fields and complete 'Delivery Tickets' to become Payables in GP.

Data Masons Software http://www.datamasons.com • 866-575-1631 Vantage Point EDI for Dynamics Data Masons helps companies leverage EDI into a competitive advantage by providing tight integration with Dynamics, without customizations. Radley Corporation http://www.radley.com • 248-559-6858 ext. 114 Radley iCARaS - The Complete Automotive EDI Solution OnPremise/InCloud/OnDemand, iCARaS - complete Automotive EDI solution. Prod. Schedule Release Acct, Label Compliance, ASN Generation, CertiďŹ ed Honda Compliance. Ideal for Automotive, Heavy Truck, RV/MC/ATV & more.

Apparel Junction Solutions http://www.junctionsolutions.com/productssolutions/junctionmcr-multi-channel-retail/ 303-327-8800 JunctionMCR for MultiChannel Retail End-to-end solution set, available onpremise and on-demand, built into Microsoft Dynamics AX providing fully integrated functionality for customer service, order and inventory management, across all retail channels. Lanham Associates http://www.lanhamassoc.com 678-379-4200 ext. 105 EDI EDI your way: In-house control, Collaborative, or Outsourced. Total solution, AS2 and VAN for Lower Cost of Ownership. More documents and users than any other provider for NAV. Great references. Quick startup. RedTail Solutions http://www.redtailsolutions.com 508-983-1900 RedTail EDI Freedom to Do Business: Stick to what you do best - our cloud service manages your EDI. Integrated with ERP/WMS/3PL systems. Lowest total cost.

Automotive AIM Computer Solutions, Inc. http://www.aimcom.com • 586-439-0300 AIM Vision Automotive supplier industry focused ERP: EDI, AIAG Labels, MMOG/OEE Requirements, PPAP, Blanket Releases, SCM, Mixed Mode, and Repetitive.

KEY:

48

Axapta

Great Plains

Chemicals BatchMaster Software, Inc. http://www.batchmaster.com/dynamics-gp/ capabilities.aspx • 949-583-1646 ext. 226 BatchMaster Manufacturing for Microsoft Dynamics GP BMM GP for formula based manufacturers is directly embedded within, not integrated to, MS Dynamics GP. Oers R&D Lab, Formulation, Costing, QC, Batch Production, Compliance, Scheduling, Planning, Mobile, and more. Horizons International http://www.qualityessentialssuite.com 866-949-9504 ext. 811 Quality Essentials Suite Quality Mgt. System oers decimal precision, cert. of analysis, non-conformance, material holds, reporting, data export. Integrated to Dynamics, Horizons Manufacturing, also non-integrated application avail.

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

Churches and Ministries BGE, Inc. http://www.bgeinc.net • 877-656-8800 FundVision Powerful fundraising, donor management software for nonproďŹ ts to cultivate prospects; stay in touch with constituents; track campaigns; integrate w/Dynamics GP. Support Check Scanner, CC Processing, web donations.

Navision

WINTER 2014 | THEPARTNERCHANNEL.COM

Solomon

Data Masons Software Rimrock Corporation http://www.corerealestatesoftware.com 416-644-1456 CORE Real Estate Software From marketing and sales to dĂŠcor and warranty tracking, manage all aspects of condominium development within the Microsoft Dynamics platform.

Construction AXtension http://www.AXtension.com • +3177 323 2622 AXtension Project Cost Control Insight into budget, registration, forecast and control of your projects in one single view. AXtension http://www.AXtension.com • +3177 323 2622 AXtension Visual Project Planning Graphical planning of projects, resources and materials.

Hitachi Solutions America http://us.dynamics.hitachi-solutions.com 888-254-7242 Hitachi Solutions America Hitachi Solutions helps businesses complete with the largest global enterprises by delivering proven business and IT strategies using powerful and easy to use industry solutions based on Microsoft Dynamics AX and CRM. WennSoft, Inc. http://www.wennsoft.com 262-821-4100 NEW: Signature Manage installation process. Bid, estimate & track project costs.

Consumer Packaged Goods Accellos, Inc. http://www.accellos.com • 719-433-7000 Accellos/vSync EDI EDI and supply chain compliance solutions for Microsoft Dynamics. Business Systems Integrators http://www.BusinessSysInteg.com 866-871-2097 EDI BSI provides superior EDI solutions for AX & GP, both on-premise & SaaS.

Customer Relationship Management

http://www.datamasons.com • 866-575-1631 Vantage Point EDI for Dynamics Data Masons helps companies leverage EDI into a competitive advantage by providing tight integration with Dynamics, without customizations. Demand Solutions http://www.demandsolutions.com 800-886-3737 Demand Solutions Demand Solutions oers aordable, easy-to-use tools for manufacturers and distributors who want to increase forecast accuracy, improve customer service levels and reduce overall inventory to maximize proďŹ ts.

Flintfox International Limited http://www.intfox.com • 404-245-5116 TPM for Dynamics Suite Integrating Trade Promotion Management processes into Dynamics. Sell-side and Buy-side, advanced pricing, planning and execution of deals, promotions, rebates and fees, plus settlement (deductions, claims, payments). HighJump TrueCommerce EDI Solutions http://www.highjump.com/truecommerce 888-205-1531 ext. 1 HighJump TrueCommerce EDI Solutions HighJump TrueCommerce EDI makes EDI painless with an end-to-end solution that is easy to use, robust, and aordable. TrueCommerce EDI is a Microsoft Gold CertiďŹ ed Partner and certiďŹ ed for Microsoft Dynamics GP.

Junction Solutions http://www.junctionsolutions.com/productssolutions/junctionfb-food-beverage/ 303-327-8800 JunctionFB for Food & Beverage Manufacturers A “Field to Fork� solution set built into Microsoft Dynamics AX, providing 360-degree visibility of the entire value chain, available on-premise or on-demand.

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

Retail Management System

Point of Sale


Ariett Business Solutions, Inc.

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

Tribridge http://www.concertocloud.com/cpg 877-744-1360 Tribridge Concerto CPG Cloud Based CPG. Built on Microsoft Dynamics AX, Concerto CPG incorporates premium business solutions for speed, accuracy, visibility, and scale – deployed in the Cloud for accessibility.

Cross Industry Solution

ACOM Solutions, Inc. http://www.acom.com/dynamicsGP 800-347-3638 Integrated Document Management and Process Automation for Dynamics GP Automatically capture, process, route, securely archive and access information directly from Dynamics GP screens. Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link, Integrated Document Management Capture, workow, output & archive w/doc-link, Doc. Mgmt. for Dynamics. Arbela Technologies http://www.arbelatech.com • 949-291-4777 Master Data Centralization For Dynamics AX Arbela's Master Data Centralization for Dynamics AX easily manages product, customer, vendor, employees, and COA master data across multiple companies for more productive advanced shared services.

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

Bottomline Technologies

D&B (Dun & Bradstreet) http://www.dnb.com/crmug • 952-393-3773 D&B360 for Microsoft Dynamics D&B360 integrates with Dynamics CRM, giving users access to continually updated business data on 215M+ companies and 100M+ professional contacts, and includes real-time feeds from LinkedIn, Twitter, and others.

http://www.bottomline.com/Transform_ Filer_for_Sharepoint • 866-551-6934 Transform Filer for SharePoint A powerful, easy-to-use and costeective ďŹ ling and ďŹ nding solution for document management on SharePointÂŽ that manages transactional content by linking documents/records with business applications.

eRequester by Paperless Business Systems http://www.erequester.com 206-256-0771 ext. 123 eRequester Web-based procurement and expense management workow solution.

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

Bottomline Technologies http://www.bottomline.com/transformap_ for_sharepoint • 866-551-6934 TransformŽ AP SharePointŽ-based AP invoice automation solution for approvals, document management & reporting plus integration with Microsoft Dynamics. Streamlines AP processes, reduces processing costs, & increases visibility. Bottomline Technologies http://www.bottomline.com/dynamics 866-551-6934 Create!formŽ Complete document & payment automation - Customize & deliver Dynamics output, including MICR checks. Easily reformat data, building "intelligent forms" for print, fax, email, archive or web.

Business Computers Software, Inc. http://www.business-computers.com 303-494-9390 Time Matrix Time Matrix is a Time Clock for Dynamics GP. It can integrate with PR, HR, RM, SOP, PA, Manf, WennSoft or Horizons. It can use a touch screen monitor, magnetic card reader, bar code scanner or ďŹ nger print reader. Business Systems Integrators http://www.BusinessSysInteg.com 866-871-2097 EDI BSI provides superior EDI solutions for AX & GP, both on-premise & SaaS.

KEY:

Axapta

Great Plains

Navision

Solomon

EthoTech, Inc. http://www.ethotech.com/commissionplan 678-384-7500 ext. 1 Commission Plan Calculate, pay and track all variable compensation, including Sales Commissions, Bonuses, Royalties, Rebates and SPIFFS. Eortlessly create and modify commission plans, and then quickly distribute reports by e-mail. ImageTag, Inc. http://www.imagetag.com • 480-753-9300 KwikTag Document Management & Workow for Dynamics Powerful. Practical. Proven. KwikTag by ImageTag makes document and business process management a reality – without breaking your budget. Integrated Software, Inc. http://www.isiusa.com • 321-984-1986 Request For Quote Create RFQs. Save Vendor responses. Auto-create PO's and Sales Quotes. JAT Computer Consulting, Inc. http://www.jatnet.com/JPI.htm 888-525-8874 ext. 462 JAT Payroll Interface (JPI) JPI is a bi-directional integration linking GP HRM and ADP payroll. JAT Computer Consulting, Inc. http://www.jatnet.com/JBC.htm 888-525-8874 ext. 462 JAT BeneďŹ ts Connect (JBC) JBC communicates enrollment data to carriers and insurance providers.

Customer Relationship Management

Retail Management System

kCentric Technologies Inc http://www.k-ecommerce.com 514-973-2510 ext. 2 k-eCommerce ecommerce solution B2C, B2B, Customer service, SEO, CMS, Seamless real time integration to Dynamics AX, GP, NAV, SL, CRM, Cloud based, International. KTL Solutions, Inc. http://www.ktlsolutions.com • 866-960-0001 Development - Microsoft Dynamics GP/CRM/xRM 15 yrs developing GP customizations (Dexterity, .Net), Source Code Developers, Experts with CRM/xRM as a platform creating customized experiences. Sub-contractor rates to other resellers. Liaison Software Corp http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger EDD Batch email, fax, print, archive Invoices, Statements, Sales Orders, Purchase Orders to customers, vendors, sales. Attach supporting documentation. Use existing reports (GP report writer, SSRS, Crystal). Panatrack, Inc. http://www.panatrack.com • 262-361-4950 PanatrackerGP Field Sales & Inventory Extend GP to capture sales transactions at the point of activity.

PaperSavePro http://www.PaperSavePro.com • 877-727-3799 PaperSavePro PaperSavePro™ is a CertiďŹ ed for Microsoft Dynamics document management and electronic workow solution that eliminates inherent risks and ineďŹƒciencies associated with paper. Paramount Technologies http://www.paramounttechnologies.com 248-960-0909 WorkPlace eProcurement Solutions for Requisition, Purchasing & Invoice Automation. Options include PunchOut, Check Request, Budget Compliance, RFQ, Requisition, PO Generation, Receiving, Invoice Matching & Vendor Contract Compliance. Professional Advantage http://www.profad.com • 877-897-1209 Company Data Archive (CDA) Easily archive data from your live Dynamics GP company to a historical company. Reduce hardware costs, increase Dynamics GP performance and eliminate clutter in inquires and reports with CDA.

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INDUSTRY

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

Datahaven for Dynamics http://www.datahaven4dynamics.com 757-222-2000 Datahaven for Dynamics Datahaven is the only scanning, OCR, and workow solution natively embedded—not simply integrated—throughout the Microsoft Dynamics user experience and available to non-Dynamics users from Microsoft Outlook.


INDUSTRY

Solver http://www.solverusa.com • 310-691-5300 Solver - BI360 Suite Both Excel & Web-based Financial & Operational Reporting, Budgeting, Dashboards, & a pre-conďŹ gured Data Warehouse w/ direct integration to Microsoft Dynamics.

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

Education Blue Moon Industries http://www.bluemoonisv.com • 401-276-9000 Advanced GL Close Adds multiple GL segment selection capability during year-end close.

Finance/Banking AssureSign LLC http://www.assuresign.com • 407-670-0400 AssureSign Electronic Signature Software Integrated cloud or on-premise enterprise class Electronic Signatures. Professional Advantage http://www.profad.com • 877-897-1209 Collections Management Collections Management for Microsoft DynamicsÂŽ GP will boost eďŹƒciency through centralizing contact and collection information and automating the collections process.

T3 Information Systems http://www.t3infosystems.com • 202-419-5105 PECast PECast is a Private Equity Management software built on the Microsoft Dynamics CRM platform. Captures all data elements, processes and relationships required by private equity ďŹ rms.

Food and Beverage Accellos, Inc. http://www.accellos.com • 719-433-7000 Accellos/vSync EDI EDI and supply chain compliance solutions for Microsoft Dynamics.

Appolis http://www.appolis.com • 612-343-0404 WithoutWireTM Warehouse Appolis WithoutWire™ Warehouse Management Solution provides fully integrated traceable lot tracked inventory for Manufacturers and Distributors. Arbela Technologies http://www.arbelatech.com • 949-291-4777 Arbela Technologies With over 200 years of cumulative ERP experience, we have conďŹ gured and tailored Dynamics AX to ďŹ t the speciďŹ c needs of various industries without signiďŹ cant customizations. Gain from Our Experience. ASC Software http://www.ascsoftware.com • 937-429-1428 ASCTrac Award winning, scalable, Warehouse Management Solutions (WMS) designed to support the demanding requirements of Distribution, Manufacturing and 3PL operations, covering the entire Supply Chain cycle.

AxSource Infotech Inc. http://www.AxSourceInfotech.com 905-854-6059 Dynamics AX for Food & Beverage Process Mfg solution tightly integrated with Traceability, Catch Weight, Formula, Food Safety & Regulatory Compliance. Visit www.AxoLOGIX.com for Real-time WMS & www.AxoQCS.com for automating Food Safety such as GFSI BatchMaster Software, Inc. http://www.batchmaster.com/dynamics-gp/ capabilities.aspx • 949-583-1646 ext. 226 BatchMaster Manufacturing for Microsoft Dynamics GP BMM GP for formula based manufacturers is directly embedded within, not integrated to, MS Dynamics GP. Oers R&D Lab, Formulation, Costing, QC, Batch Production, Compliance, Scheduling, Planning, Mobile, and more.

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

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

Flintfox International Limited http://www.intfox.com • 404-245-5116 TPM for Dynamics Suite Integrating Trade Promotion Management processes into Dynamics. Sell-side and Buy-side, advanced pricing, planning and execution of deals, promotions, rebates and fees, plus settlement (deductions, claims, payments). HighJump TrueCommerce EDI Solutions http://www.highjump.com/truecommerce 888-205-1531 ext. 1 HighJump TrueCommerce EDI Solutions HighJump TrueCommerce EDI makes EDI painless with an end-to-end solution that is easy to use, robust, and aordable. TrueCommerce EDI is a Microsoft Gold CertiďŹ ed Partner and certiďŹ ed for Microsoft Dynamics GP.

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

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

KEY:

Blue Horseshoe http://www.supplychaindynamicsax.com 317-573-2583 Supply Chain Suite for Dynamics AX Unlike other solutions, Supply Chain Suite embeds industry-speciďŹ c functionality directly into the business layer of Dynamic AX’s architecture. Increase revenue, proďŹ t margins and asset utilization.

Solomon

Customer Relationship Management

Retail Management System

Junction Solutions http://www.junctionsolutions.com/productssolutions/junctionfb-food-beverage/ 303-327-8800 JunctionFB for Food & Beverage Manufacturers A “Field to Forkâ€? solution set built into Microsoft Dynamics AX, providing 360-degree visibility of the entire value chain, available on-premise or on-demand. Lanham Associates http://www.lanhamassoc.com 678-379-4200 ext. 105 Supply Chain Solutions High quality Supply Chain solutions built inside NAV: Shipping, Forecasting/ Replenishment, WMS & EDI Compliance. More than 2000 companies live. MetaďŹ le Information Systems, Inc. http://www.metaviewer.com • 507-286-9232 MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solutions by adding integrated scanning, OCR, eInvoicing, workow, and AP/AR Automation.

Northlake Partners http://www.TheNorthlakePartners.com 425-773-9606 BluWare - Sales Management Complete Sales Management for Food Manufacturers w/workow, automated email & status change, conďŹ gurable UI's, catch-weight, & Price Lists. See all quantities & UOM's for units, weight & price for each line item.

RedTail Solutions http://www.redtailsolutions.com • 508-983-1900 RedTail EDI Freedom to Do Business: Stick to what you do best - our cloud service manages your EDI. Integrated with ERP/WMS/3PL systems. Lowest total cost. RockySoft http://www.RockySoft.com 970-493-0868 ext. 105 Inventory Management and Supply Chain Planning Pack Light Supply Chain Mgmt SuiteForecasting, Inventory Mgmt, Purchase Order Planning, Vendor Lead Time Mgmt, Retail Store Planning and S&OP.

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

Point of Sale


Government Blue Moon Industries http://www.bluemoonisv.com • 401-276-9000 Advanced GL Close Adds multiple GL segment selection capability during year-end close.

http://www.solverusa.com/government/ 310-691-5300 Solver BI360 Suite for Government As federal, state and local governments look for powerful BI solutions to drive performance and reduce costs, Solver’s dashboards, scorecards, reporting and forecasting are proving to be invaluable tools. Thomson Reuters, Tax and Accounting - Government http://ExperienceAumentum.com 866-471-2900 Thomson Reuters Aumentum GRMÂŽ is now Aumentum. Providing government revenue management solutions. Tribridge http://www.tribridge.com/crm311 877-744-1360 Tribridge CRM311ÂŽ Tribridge CRM311ÂŽ helps state & local government call centers manage caller inquiries, capture new constituent records, and leverage automated workows to process requests as eďŹƒciently as possible. Tribridge http://www.tribridge.com/oendermgt 877-977-8458 NEW: Tribridge Oender Management Oender Management, built on Microsoft CRM, provides correctional and public safety institutions a scalable, costeective tool for managing oenders. Robust reporting and dashboards set this solution apart.

Government Contracting

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

Kronos Incorporated http://www.kronos.com • 800-225-1561 Workforce CentralÂŽ Suite Seamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources and ďŹ nancial processes. Paramount Technologies http://www.paramounttechnologies.com 248-960-0909 WorkPlace for Healthcare Drive down costs, control purchases and manage your materials. Supports single and multi-site facilities. Integrate Requisition through Invoice Automation and Inventory processes. Record items using barcode scanners. Sierra Workforce Solutions http://www.sierraws.com • 800-822-0973 Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data integration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service. Solver http://www.solverusa.com/healthcare/ 310-691-5300 Solver BI360 Suite for Healthcare Solver’s BI360 helps healthcare providers better manage their performance through user-friendly planning, budgeting, reporting, dashboard and data warehouse tools running on a cost-eďŹƒcient Microsoft platform.

Tribridge http://www.tribridge.com/carecoordination 877-744-1360 Tribridge Care Coordination Tribridge Care Coordination leverages Caradigm, Microsoft CRM, and HealthVault as a closed-loop Care Coordination platform, providing proactive patient engagement and care coordination outside of care facilities.

High Tech and Electronics

Experlogix, Inc. http://www.experlogix.com 805-504-9729 ext. 712 Experlogix ConďŹ gurator for Microsoft Dynamics CRM & ERP Experlogix ConďŹ gurators meets the demands of today’s competitive marketplace by simplifying the process of selling customized products, accelerating proposal development times and increasing quote-to-order ratios. Hitachi Solutions America http://us.dynamics.hitachi-solutions.com/ 888-254-7242 Field Service Automation Hitachi Solutions ďŹ eld service automation solution connects your oďŹƒce and ďŹ eld service sta with the information and processes needed to improve ďŹ eld operations productivity and deliver service excellence. QBD Systems http://www.qbdsys.com • 800-743-9003 Universal PLM Integration Integration w/ PLM s/w incl. Agile, Arena, Aras, Solidworks EPDM & more.

Industrial Equipment Experlogix, Inc. http://www.experlogix.com 805-504-9729 ext. 712 Experlogix ConďŹ gurator for Microsoft Dynamics CRM & ERP Experlogix ConďŹ gurators meets the demands of today’s competitive marketplace by simplifying the process of selling customized products, accelerating proposal development times and increasing quote-to-order ratios. Hitachi Solutions America http://us.dynamics.hitachi-solutions.com/ 888-254-7242 Field Service Automation Hitachi Solutions ďŹ eld service automation solution connects your oďŹƒce and ďŹ eld service sta with the information and processes needed to improve ďŹ eld operations productivity and deliver service excellence.

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

Healthcare

Labor Unions

Computer Information Enterprises

Micro Force http://www.micro-force.com 631-421-1030 ext. 302 LM2 Reporting System for Labor Unions who use GP LM2 MODULE for GP. Comply with LM2 year end reporting while processing GP transactions eortlessly. Permits changes to LM2 trxs after posted. Creates the electronic ďŹ le for DOL. Best solution for Unions since 2005.

http://www.compinfo.com • 949-263-0910 ImageLink ImageLink is a seamless, fully integrated document management solution designed for users of Microsoft Dynamics SL and Microsoft Dynamics GP who desire to reduce the amount of paper within their organization.

KEY:

Axapta

Great Plains

Cincom Systems, Inc http://acquire.cincom.com • 877-244-2308 Cincom Acquire Smart ConďŹ gure, Price, Quote + Seamless Integration w/ Dynamics. Close deals up to 80% faster! See us at Convergence! Outsmart. Outsell.

Navision

Solomon

Customer Relationship Management

Retail Management System

Life Sciences Armanino http://www.amllp.com/microsoft-dynamics 925-790-2600 Armanino A Gold CertiďŹ ed ERP/CRM Partner, we provide award-winning implementation and support for Dynamics to meet your industry-speciďŹ c needs.

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

Manufacturing AIM Computer Solutions, Inc. http://www.aimcom.com • 586-439-0300 AIM Vision Lean, Repetitive and Supply Chain Mgmt. oering with real time alerts. Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.

Arbela Technologies http://www.arbelatech.com • 949-291-4777 Arbela Technologies With over 200 years of cumulative ERP experience, we have conďŹ gured and tailored Dynamics AX to ďŹ t the speciďŹ c needs of various industries without signiďŹ cant customizations. Gain from Our Experience. Armanino http://www.amllp.com/microsoft-dynamics 925-790-2600 Armanino A Gold CertiďŹ ed ERP/CRM Partner, we provide award-winning implementation and support for Dynamics to meet your industry-speciďŹ c needs. ASC Software http://www.ascsoftware.com • 937-429-1428 ASCTrac Award winning, scalable Warehouse Management Solutions & MFG operations.

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Solver

Integrated Software, Inc. http://www.isiusa.com • 321-984-1986 Health Care Management Billing and Financial Mangement for Home Health and Long Term Care.


INDUSTRY

AxSource Infotech Inc. http://www.AxSourceInfotech.com 905-854-6059 Dynamics AX for Manufacturing Experts in Discrete & Process integrated to WMS. Visit www.AxoLOGIX.com for Real-time WMS and www.AxoQCS.com for quality, safety & compliance. AXtension http://www.AXtension.com • +3177 323 2622 AXtension Project Cost Control Insight into budget, registration, forecast and control of your projects in one single view.

AXtension http://www.AXtension.com • +3177 323 2622 AXtension Visual Project Planning Graphical planning of projects, resources and materials.

AXtension http://www.AXtension.com • +3177 323 2622 AXtension Advanced Production Production insight and control on the shop oor. BatchMaster Software, Inc. http://www.batchmaster.com/dynamics-gp/ capabilities.aspx • 949-583-1646 ext. 226 BatchMaster Manufacturing for Microsoft Dynamics GP BMM GP for formula based manufacturers is directly embedded within, not integrated to, MS Dynamics GP. Oers R&D Lab, Formulation, Costing, QC, Batch Production, Compliance, Scheduling, Planning, Mobile, and more.

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

Cincom Systems, Inc http://acquire.cincom.com • 877-244-2308 Cincom Acquire Smart ConďŹ gure, Price, Quote + Seamless Integration w/ Dynamics. Close deals up to 80% faster! See us at Convergence! Outsmart. Outsell.

KEY:

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Computer Information Enterprises

Liaison Software Corp

http://www.compinfo.com • 949-263-0910 ImageLink ImageLink is a seamless, fully integrated document management solution designed for users of Microsoft Dynamics SL and Microsoft Dynamics GP who desire to reduce the amount of paper within their organization.

http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger EDD Batch email, fax, print, archive Invoices, Statements, Sales Orders, Purchase Orders to customers, vendors, sales. Attach supporting documentation. Use existing reports (GP report writer, SSRS, Crystal).

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

eNSYNC Solutions, Inc. http://www.ScanWorkX.com • 913-647-8640 ScanWorkX for Dynamics AX Extend Dynamics AX to nearly any mobile device. More than 75 standard DAX functions with and without barcoding. Custom transactions available. Experlogix, Inc. http://www.experlogix.com 805-504-9729 ext. 712 Experlogix ConďŹ gurator for Microsoft Dynamics CRM & ERP Experlogix ConďŹ gurators meets the demands of today’s competitive marketplace by simplifying the process of selling customized products, accelerating proposal development times and increasing quote-to-order ratios. HighJump TrueCommerce EDI Solutions http://www.highjump.com/truecommerce 888-205-1531 ext. 1 HighJump TrueCommerce EDI Solutions HighJump TrueCommerce EDI makes EDI painless with an end-to-end solution that is easy to use, robust, and aordable. TrueCommerce EDI is a Microsoft Gold CertiďŹ ed Partner and certiďŹ ed for Microsoft Dynamics GP. Kronos Incorporated http://www.kronos.com • 800-225-1561 Workforce CentralÂŽ Suite Seamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources and ďŹ nancial processes. Lanham Associates http://www.lanhamassoc.com 678-379-4200 ext. 105 AFP (Advanced Forecasting and Procurement) for Manufacturing Enables just-in-time production purchasing via comparing component time-phased demand to dynamic vendor lead-time. Works with Inventory items as components or ďŹ nished goods. Gain visibility & control.

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Solomon

MetaďŹ le Information Systems, Inc. http://www.metaviewer.com • 507-286-9232 MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solutions by adding integrated scanning, OCR, eInvoicing, workow, and AP/AR Automation. Northlake Partners http://www.TheNorthlakePartners.com 425-773-9606 BluWare - Sales Order Complete Sales Management for Food Manufacturers w/workow, automated email & status change, conďŹ gurable UI's, catch-weight, & Price Lists. See all quantities & UOM's for units, weight & price for each line item. Radley Corporation http://www.radley.com/MSDynamicsAX/ 616-554-9060 Radley Barcoding and EDI Solutions Enterprise-class EDI, Barcode Data Collection, Materials Management, across industries worldwide: Barcode Label License Plating, PLC/Machine Integration, Traceability, Asset Mgmt, Inventory Control, Labor Tracking.

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

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

Customer Relationship Management

Retail Management System

V-Technologies, LLC http://www.vtechnologies.com • 800-462-4016 StarShip Shipping Software Dynamics GP shipping for small parcel and LTL. Now integrates with PanatrackerGP, TrueCommerce and RedTail to provide an end-to-end solution.

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

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

KORE Software http://www.KOREsoftware.com • 480-240-5662 KORE MediaPitch™ KORE MediaPitch™ is the media industry’s leading platform for transforming a generic CRM into a media sales powerhouse.

KORE Software http://www.KOREsoftware.com • 480-240-5662 KORE ProSports™ More teams in the NFL, MLB, NBA & NHL use KORE than any other software. CRM for sponsorships, ticket sales, premium seating & media traďŹƒcking.

Non-Profit Organizations BGE, Inc. http://www.bgeinc.net • 877-656-8800 FundVision Powerful fundraising, donor management software for nonproďŹ ts to cultivate prospects; stay in touch with constituents; track campaigns; integrate w/Dynamics GP. Support Check Scanner, CC Processing, web donations. Blue Moon Industries http://www.bluemoonisv.com • 401-276-9000 Advanced GL Close Adds multiple GL segment selection capability during year-end close. Paramount Technologies http://www.paramounttechnologies.com 248-960-0909 WorkPlace for Non-ProďŹ ts GL Distributions, Budgets, Audit Trails, Requisition & Expense.

Point of Sale


Sierra Workforce Solutions

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

Oil and Gas Computer Information Enterprises http://www.compinfo.com • 949-263-0910 ImageLink ImageLink is a seamless, fully integrated document management solution designed for users of Microsoft Dynamics SL and Microsoft Dynamics GP who desire to reduce the amount of paper within their organization. Hitachi Solutions America http://us.dynamics.hitachi-solutions.com 888-254-7242 Hitachi Solutions America Hitachi Solutions helps businesses complete with the largest global enterprises by delivering proven business and IT strategies using powerful and easy to use industry solutions based on Microsoft Dynamics AX and CRM. Hitachi Solutions America http://us.dynamics.hitachi-solutions.com/ 888-254-7242 Field Service Automation Hitachi Solutions ďŹ eld service automation solution connects your oďŹƒce and ďŹ eld service sta with the information and processes needed to improve ďŹ eld operations productivity and deliver service excellence. Joesoftware Inc. http://www.joesoftware.com • 780-990-0220 Remote Inventory Accelerator Web-based self-service application for tracking customer inventory stored at your site.

WennSoft, Inc. http://www.wennsoft.com 262-821-4100 NEW: Evolution Manage resources, track assets, automate ďŹ eld ticketing, improve cash ow.

Pharmaceuticals Armanino http://www.amllp.com/microsoft-dynamics 925-790-2600 Armanino A Gold CertiďŹ ed ERP/CRM Partner, we provide award-winning implementation and support for Dynamics to meet your industry-speciďŹ c needs. KEY:

Axapta

Great Plains

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

AxSource Infotech Inc. http://www.AxSourceInfotech.com 905-854-6059 Dynamics AX Solution for Pharmaceutical-AxoPHARM Computer System Validation (CSV), GxP, 21 CFR Part 11 Compliance. Manage compliance & validation along with your Dynamics implementation by utilizing our toolkits for FDA & Health Canada compliance. www.AxoPHARM.com

Templeton Solutions http://www.templetonsolutions.com 561-798-9988 NEW: CRM for Professionals™ and Practice Management for Professionals™ CRM solutions that provide the ability to track and leverage client interactions and maximize revenue opportunities. Additional features include: Time & Billing, Analytics, Document Mgmt and Project Mgmt.

Horizons International http://www.qualityessentialssuite.com 866-949-9504 ext. 811 Quality Essentials Suite Quality Mgt. System oers decimal precision, cert. of analysis, non-conformance, material holds, reporting, data export. Integrated to Dynamics, Horizons Manufacturing, also non-integrated application avail. Panatrack, Inc. http://www.panatrack.com • 262-361-4950 PanatrackerGP Inventory Management Add an integrated bar code solution and turn GP into your WMS for inventory management. Any easy to install solution with robust features.

Professional Services

Tribridge http://www.concertocloud.com/psa 877-744-1360 Tribridge Concerto PSA Concerto PSA extends Microsoft solutions via the cloud to bridge the gap between projects, prospects, and P & L. Manages the entire life-cycle including relationships, resources, timecards, billing, and analytics.

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

Property Management AXtension http://www.AXtension.com • +3177 323 2622 AXtension Project Cost Control Insight into budget, registration, forecast and control of your projects in one single view. AXtension http://www.AXtension.com • +3177 323 2622 AXtension Visual Project Planning Graphical planning of projects, resources and materials. Hitachi Solutions America http://us.dynamics.hitachi-solutions.com 888-254-7242 Hitachi Solutions America Hitachi Solutions helps businesses complete with the largest global enterprises by delivering proven business and IT strategies using powerful and easy to use industry solutions based on Microsoft Dynamics AX and CRM.

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Solomon

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

Publishing

Retail Management System

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

Retail Alba Spectrum Corporation http://www.albaspectrum.com • 773-384-9264 Alba360 Matrix Inventory Manage apparel or any inventory identiďŹ ed by groups of attributes. DeďŹ ne items by attribute types & pricing by attribute values. Transaction entry in SOP & POP via attribute grids. Fully compatible with Dynamics GP. Arbela Technologies http://www.arbelatech.com • 949-291-4777 Arbela Technologies With over 200 years of cumulative ERP experience, we have conďŹ gured and tailored Dynamics AX to ďŹ t the speciďŹ c needs of various industries without signiďŹ cant customizations. Gain from Our Experience.

Avalara, Inc. http://www.avalara.com • 877-780-4848 Avalara for Sales Tax Automation Automate and eliminate the complexity of sales tax management with Avalara. A cloud-based sales and use tax calculation, exemption certiďŹ cate management, ďŹ lling and remittance solution for Microsoft Dynamics.

Junction Solutions http://www.junctionsolutions.com/productssolutions/junctionmcr-multi-channel-retail/ 303-327-8800 JunctionMCR for MultiChannel Retail End-to-end solution set, available onpremise and on-demand, built into Microsoft Dynamics AX providing fully integrated functionality for customer service, order and inventory management, across all retail channels. kCentric Technologies Inc

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

Customer Relationship Management

Rentals

http://www.k-ecommerce.com 514-973-2510 ext. 2 k-eCommerce ecommerce solution B2C, B2B, Customer service, SEO, CMS, Seamless real time integration to Dynamics AX, GP, NAV, SL, CRM, Cloud based, International. Kronos Incorporated http://www.kronos.com • 800-225-1561 Workforce CentralÂŽ Suite Seamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources and ďŹ nancial processes.

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INDUSTRY

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

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


Staffing/Recruiting

INDUSTRY

MetaďŹ le Information Systems, Inc. http://www.metaviewer.com • 507-286-9232 MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solutions by adding integrated scanning, OCR, eInvoicing, workow, and AP/AR Automation. Panatrack, Inc. http://www.panatrack.com • 262-361-4950 PanatrackerGP Inventory Management Add an integrated bar code solution and turn GP into your WMS for inventory management. Any easy to install solution with robust features. Panatrack, Inc. http://www.panatrack.com • 262-361-4950 PanatrackerGP Field Sales & Inventory Extend GP to capture sales transactions at the point of activity. Solver http://www.solverusa.com/retail/ 310-691-5300 Solver BI360 Suite for Retail BI360 gives retailers the ability to forecast, track and analyze product and store sales, plan more eective promotions, purchase merchandise that matches customer regional buying preferences, and improve staďŹƒng.

Social Services BGE, Inc. http://www.bgeinc.net • 877-656-8800 FundVision Powerful fundraising, donor management software for nonproďŹ ts to cultivate prospects; stay in touch with constituents; track campaigns; integrate w/Dynamics GP. Support Check Scanner, CC Processing, web donations.

Joesoftware Inc. http://www.joesoftware.com • 780-990-0220 AxSource Infotech Inc. Recruitment Accelerator Web-based recruiting mgmt, resume http://www.AxSourceInfotech.com collection & on-boarding accelerator. 905-854-6059 Dynamics AX Product Professional Advantage for Warehouse http://www.profad.com • 877-897-1209 Management- AxoLOGIX 1Sta StaďŹƒng & AxSource has built tightly integrated Recruiting Software solutions to extend AX functionality 1Sta provides an Front-to-Back solu- to the warehouse for Multiple Units of tion for the unique needs of the sta- Measure (UOM), Catch Weight, Traceability, ing industry. 1Sta allows Sales Sta, Real-Time Data Management, EDI. Visit Recruiters, Payroll and Billing Specialists www.AxoLOGIX.com. to all work on the Microsoft Dynamics Blue Moon Industries Platform. http://www.bluemoonisv.com • 401-276-9000 Warehouse Management Pack and Ship, powered by ShipRush Provides improved workow for your 2B Solutions, Inc packing station and seamless integrahttp://2bsolutions.net/wimscrm/ tion for UPS, FedEx and USPS. Powered 866-408-9991 by ShipRush (by Z-Firm), this module Warehouse Information provides a rich, common user interface Management Solution for CRM Mobile Scanning. Web Based. Track across all three carriers. products, customers, orders and more! Blue Moon Industries http://www.bluemoonisv.com • 401-276-9000 Accellos, Inc. Operations Core http://www.accellos.com • 719-433-7000 Help your backoďŹƒce work more efAccellos One Warehouse Fully-integrated warehouse manage- fectively with your warehouse. ment & data-collection for MS Dynamics. eNSYNC Solutions, Inc. http://www.ScanWorkX.com • 913-647-8640 Alba Spectrum Corporation http://www.albaspectrum.com • 773-384-9264 ScanWorkX for Dynamics AX Extend Dynamics AX to nearly any moAlba360 WMS Customizable Bar-coding & Warehouse bile device. More than 75 standard DAX Management System designed for functions with and without barcoding. Dynamics GP. Supports PO Receiving, Custom transactions available. Labeling, Inventory Adjustments, Lanham Associates Transfers, Stock Counts, Picking and http://www.lanhamassoc.com Shipping. 678-379-4200 ext. 105 ACE WarehousingŠ Appolis http://www.appolis.com • 612-343-0404 Flexibility from basic to advanced funcWithoutWireTM Warehouse Appolis WithoutWire™ Warehouse tionality. Receiving, picking, shipping, Management Solution provides fully realtime inventory in NAV via wireless integrated traceable lot tracked inven- devices. Also grows to license plating, tory for Manufacturers and Distributors. serial no. tracking & production output registration.

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

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

D&B (Dun & Bradstreet) http://www.dnb.com/crmug • 952-393-3773 D&B360 for Microsoft Dynamics D&B360 integrates with Dynamics CRM, giving users access to continually updated business data on 215M+ companies and 100M+ professional contacts, and includes real-time feeds from LinkedIn, Twitter, and others.

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54

Axapta

Great Plains

Navision

WINTER 2014 | THEPARTNERCHANNEL.COM

Solomon

Panatrack, Inc. http://www.panatrack.com • 262-361-4950 PanatrackerGP Inventory Management Add an integrated bar code solution and turn GP into your WMS for inventory management. Any easy to install solution with robust features. WilloWare, Inc. http://www.willoware.com 888-339-4556 ext. 1 CompleteCount Controlled cycle counts in GP using stock tags. Print tags, ensure accuracy, minimize downtime. Now with ExcelLinkexport/import to CSV ďŹ les.

Customer Relationship Management

Retail Management System

Wholesale Trade: Durable Goods Accellos, Inc. http://www.accellos.com • 719-433-7000 Accellos/vSync EDI EDI and supply chain compliance solutions for Microsoft Dynamics. Blue Moon Industries http://www.bluemoonisv.com • 401-276-9000 Chargeback Processing Provides deductions management capability for cash receipts processing. Data Masons Software http://www.datamasons.com • 866-575-1631 Vantage Point EDI for Dynamics Data Masons helps companies leverage EDI into a competitive advantage by providing tight integration with Dynamics, without customizations.

Flintfox International Limited http://www.intfox.com • 404-245-5116 TPM for Dynamics Suite Integrating Trade Promotion Management processes into Dynamics. Sell-side and Buy-side, advanced pricing, planning and execution of deals, promotions, rebates and fees, plus settlement (deductions, claims, payments). kCentric Technologies Inc http://www.k-ecommerce.com 514-973-2510 ext. 2 k-eCommerce ecommerce solution B2C, B2B, Customer service, SEO, CMS, Seamless real time integration to Dynamics AX, GP, NAV, SL, CRM, Cloud based, International. Lanham Associates http://www.lanhamassoc.com 678-379-4200 ext. 105 Supply Chain Solutions High quality Supply Chain solutions built inside NAV: Shipping, Forecasting/ Replenishment, WMS & EDI Compliance. More than 2000 companies live. RockySoft http://www.RockySoft.com 970-493-0868 ext. 105 Inventory Management and Supply Chain Planning Pack Light Supply Chain Mgmt SuiteForecasting, Inventory Mgmt, Purchase Order Planning, Vendor Lead Time Mgmt, Retail Store Planning and S&OP.

Wholesale Trade: Non-durable Goods Lanham Associates http://www.lanhamassoc.com 678-379-4200 ext. 105 Supply Chain Solutions High quality Supply Chain solutions built inside NAV: Shipping, Forecasting/ Replenishment, WMS & EDI Compliance. More than 2000 companies live.

Point of Sale


Horizontal Analytics Arbela Technologies http://www.arbelatech.com • 949-291-4777 Arbela Technologies With over 200 years of cumulative ERP experience, we have conďŹ gured and tailored Dynamics AX to ďŹ t the speciďŹ c needs of various industries without signiďŹ cant customizations. Gain from Our Experience. Encore Business Solutions http://www.encorebusiness.com 888-898-4330 ext. 336 Advanced SmartList Enhanced analysis of SmartList data. Ad-hoc reports & queries on the y. Sort, ďŹ lter & re-order columns easily. Sum groups of info fast. Encore Business Solutions http://www.encorebusiness.com 888-898-4330 ext. 336 Project Tracking with Advanced Analytics Streamline your COA’s. Record & report rev, expense & proďŹ t by proj; against budgets; over multiple yrs. Great alternate to GP Proj. Acctg.

TARGIT http://www.targit.com • 813-933-4600 TARGIT Decision Suite TARGIT is the world’s largest Business Intelligence vendor for companies using Microsoft Dynamics NAV or AX, and is recognized by Gartner and BARC for user-friendliness, visualization, and innovation. Total Dynamics Solutions, LLC http://www.totaldynamicssolutions.com 612-276-5075 Enterprise Business Management Providing value-added analytical capabilities for Microsoft Dynamics.

Application Lifecycle Management

Adxstudio Inc. http://www.adxstudio.com • 800-508-7811 Adxstudio ALM Toolkit ALM Toolkit is a suite of tools that help automate change management for Microsoft Dynamics CRM projects using TFS or other source control apps. Manage solution ďŹ les, CRM data and multiple deployment environments.

KEY:

Axapta

Great Plains

eRPortal Software Group LLC

Dynamic Manufacturing Solutions

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

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

WennSoft, Inc. http://www.wennsoft.com 262-821-4100 NEW: Signature Manage asset maintenance, distribution and scheduling for proďŹ table utilization.

Automation mc² http://www.mc2software.com • 303-872-3000 GP Agent Schedule maintenance - checklists, script statements, reconcile & more.

Banking m-hance Inc http://www.m-hance.com • +44 (0)844 264 0932 m-hance Bank Management for Dynamics GP Fully integrated Bank Reconciliation for GP, Import Bank Statements & reconcile direct to GL. T3 Information Systems http://www.t3infosystems.com • 202-419-5105 PECast PECast is a Private Equity Management software built on the Microsoft Dynamics CRM platform. Captures all data elements, processes and relationships required by private equity ďŹ rms.

Barcode Data Collection Computer Productivity Services Inc. http://www.cps.ďŹ nancial.oďŹƒcelive. com/Inventory.aspx • 905-847-7746 CPS - Wireless Inventory Physical Count State of the Art count and adjust inventory by class/site $3500. Ideal for Lot or Serialized Inventory. Also available for ďŹ xed assets. Computer Productivity Services Inc. http://www.cps.ďŹ nancial.oďŹƒcelive. com/BarCode.aspx • 905-847-7746 CPS - Bar Code Label Application for POP, SOP, Inventory and Fixed Assets Generate Labels for an entire transaction with a single click. $1500.

Navision

Solomon

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

Solver eNSYNC Solutions, Inc. http://www.ScanWorkX.com • 913-647-8640 ScanWorkX for Dynamics AX Extend Dynamics AX to nearly any mobile device. More than 75 standard DAX functions with and without barcoding. Custom transactions available. Panatrack, Inc. http://www.panatrack.com • 262-361-4950 PanatrackerGP Inventory Management Add an integrated bar code solution and turn GP into your WMS for inventory management. Any easy to install solution with robust features. Panatrack, Inc. http://www.panatrack.com • 262-361-4950 PanatrackerGP for Fixed Assets Bar Code data capture extending GP Fixed Asset module to manage assets. Radley Corporation http://www.radley.com/MSDynamicsAX/ 616-554-9060 Radley Barcoding and EDI Solutions Enterprise-class EDI, Barcode Data Collection, Materials Management, across industries worldwide: Barcode Label License Plating, PLC/Machine Integration, Traceability, Asset Mgmt, Inventory Control, Labor Tracking.

Budgeting

http://www.solverusa.com/healthcare/ 310-691-5300 Solver BI360 Suite for Healthcare Solver’s BI360 helps healthcare providers better manage their performance through user-friendly planning, budgeting, reporting, dashboard and data warehouse tools running on a cost-eďŹƒcient Microsoft platform. Solver http://www.solverusa.com/government/ 310-691-5300 Solver BI360 Suite for Government As federal, state and local governments look for powerful BI solutions to drive performance and reduce costs, Solver’s dashboards, scorecards, reporting and forecasting are proving to be invaluable tools.

Solver http://www.solverusa.com • 310-691-5300 Solver - BI360 Suite Both Excel & Web-based Financial & Operational Reporting, Budgeting, Dashboards, & a pre-conďŹ gured Data Warehouse w/ direct integration to Microsoft Dynamics.

deFacto Global, Inc. http://www.deFactoGlobal.com 203-894-1789 ext. 221 deFacto Performance Management Premier â&#x20AC;&#x153;All-in-Oneâ&#x20AC;? Dynamics Financial & Operational Budgeting, Forecasting, Consolidation, Analysis and Reporting, Excel/Web-based. Powerful, AďŹ&#x20AC;ordable. Dynamic Budgets http://www.dynamicbudgets.com 650-332-6650 Dynamic Budgets Budgeting/forecasting that can be implemented in < 2 hours. Weâ&#x20AC;&#x2122;ve just added budgeting for Analytical Accounting! Features: Export to GP, Payroll, Fixed & Variable Allocations, Multi-company, Sub ledger lookups...

Customer Relationship Management

Retail Management System

T3 Information Systems http://www.fullcirclebudget.com â&#x20AC;˘ 202-419-5100 Full Circle Budget Simple and ďŹ&#x201A;exible Excel-based budgeting allowing users to quickly input budget amounts and process them directly into GP or SL. Deploy in only a few hours and save time budgeting. Total Dynamics Solutions, LLC http://www.totaldynamicssolutions.com 612-276-5075 Enterprise Business Management Web based, interactive, & integrated planning/budgeting for MS Dynamics.

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Kronos Incorporated http://www.kronos.com â&#x20AC;˘ 800-225-1561 Workforce CentralÂŽ Suite Seamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources and ďŹ nancial processes.

Solver

Asset Maintenance/MRO /EAM


Solver

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

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

HORIZONTAL

Corporate Renaissance Group http://www.crgroup.com â&#x20AC;˘ 613-232-4295 Trend Miner An out of the box BI visualization tool for CRM. Trend Miner empowers the user to gain insight into their historical information and visually see data trends. It provides access to all of the users custom entities. D&B (Dun & Bradstreet) http://www.dnb.com/crmug â&#x20AC;˘ 952-393-3773 D&B360 for Microsoft Dynamics D&B360 integrates with Dynamics CRM, giving users access to continually updated business data on 215M+ companies and 100M+ professional contacts, and includes real-time feeds from LinkedIn, Twitter, and others.

Globe Software http://www.globesoftware.com â&#x20AC;˘ 701-235-4084 Atlas - Real-time Reporting & Upload into AX from Microsoft OďŹ&#x192;ce Using Atlas, you'll see how real-time two way data validation integrates between OďŹ&#x192;ce & AX. Improve your productivity with self-suďŹ&#x192;cient reporting capabilities as well as eliminating the need to rekey data.

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

SMB Suite http://www.smbsuite.com â&#x20AC;˘ 888-525-6398 NEW: SMB Intelligence Grow smarter and improve eďŹ&#x192;ciency by integrating all functions of your business, with role-based dashboards, reporting, and forecasting.

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

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

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

Business Process Management

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

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

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Great Plains

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

ACOM Solutions, Inc. http://www.acom.com/dynamicsGP 800-347-3638 Integrated Document Management & Business Process Automation for Dynamics GP Intelligently recognize content within documents to drive AP & workďŹ&#x201A;ow process automation. Speed decision making, eliminate manual tasks & instantly access document information directly from your Dynamics GP screen.

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

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

Solver

http://www.bottomline.com/Transform_ Filer_for_Sharepoint â&#x20AC;˘ 866-551-6934 Transform Filer for SharePoint A powerful, easy-to-use and costeďŹ&#x20AC;ective ďŹ ling and ďŹ nding solution for document management on SharePointÂŽ that manages transactional content by linking documents/records with business applications.

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

Navision

WINTER 2014 | THEPARTNERCHANNEL.COM

Solomon

Bottomline Technologies

Customer Relationship Management

Retail Management System

Bottomline Technologies http://www.bottomline.com/transformap_ for_sharepoint â&#x20AC;˘ 866-551-6934 TransformÂŽ AP SharePointÂŽ-based AP invoice automation solution for approvals, document management & reporting plus integration with Microsoft Dynamics. Streamlines AP processes, reduces processing costs, & increases visibility. ImageTag, Inc. http://www.imagetag.com â&#x20AC;˘ 480-753-9300 KwikTag Document Management & WorkďŹ&#x201A;ow for Dynamics Powerful. Practical. Proven. KwikTag by ImageTag makes document and business process management a reality â&#x20AC;&#x201C; without breaking your budget. JAT Computer Consulting, Inc. http://www.jatnet.com/JBC.htm 888-525-8874 ext. 462 JAT BeneďŹ ts Connect (JBC) JBC communicates enrollment data to carriers and insurance providers. MetaďŹ le Information Systems, Inc. http://www.metaviewer.com â&#x20AC;˘ 507-286-9232 MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solutions by adding integrated scanning, OCR, eInvoicing, workďŹ&#x201A;ow, and AP/AR Automation. ReadSoft http://www.readsoft.com â&#x20AC;˘ 504-841-0100 ReadSoft Online for Accounts Payable Automation Automate invoice processing by eliminating data entry, manual approvals & ďŹ ling with capture, workďŹ&#x201A;ow & reporting integrated with Dynamics. Tribridge http://www.concertocloud.com â&#x20AC;˘ 877-977-8458 Tribridge Concerto Cloud Services Concerto Cloud oďŹ&#x20AC;ers Dynamics Solutions as a Service in a private cloud environment. Subscription pricing, dedicated resources, no shared components, and a complete solution customized to ďŹ t unique needs.

Check Printing Bottomline Technologies http://www.bottomline.com/dynamics 866-551-6934 Create!formÂŽ Complete document & payment automation - Customize & deliver Dynamics output, including MICR checks. Easily reformat data, building "intelligent forms" for print, fax, email, archive or web. Liaison Software Corp http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger DD Batch email password protected Direct Deposit Statements to Employees.

Point of Sale


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

AIM Technologies http://www.aim-technologies.com/ acadashboard.html â&#x20AC;˘ 888-234-0428 NEW: The ACA Dashboard Complete solution for proactive management and reporting for compliance with the AďŹ&#x20AC;ordable Care Act Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management doc-link electronic document solutions support compliance mandates.

Commissions

EthoTech, Inc. http://www.ethotech.com/commissionplan 678-384-7500 ext. 1 Commission Plan Calculate, pay and track all variable compensation, including Sales Commissions, Bonuses, Royalties, Rebates and SPIFFS. EďŹ&#x20AC;ortlessly create and modify commission plans, and then quickly distribute reports by e-mail.

Northlake Partners http://www.TheNorthlakePartners.com 425-773-9606 BluWare - Brokerage & Commissions Automate the calculation of Brokerage & Commissions (including splits) for sales transactions. Create programs by date range, item attributes, & customers and assign prices by units of measure or % of product $'s.

Communication m-hance Inc http://www.m-hance.com â&#x20AC;˘ +44 (0)844 264 0932 m-hance Social Business Fully integrated Enterprise Social Networking tool for GP, maximise collaboration & communication.

Compliance ACOM Solutions, Inc. http://www.acom.com/dynamicsGP 800-347-3638 Integrated Document Management and Process Automation for Dynamics GP Direct and control the entire lifecycle of your documents and unstructured information, while protecting the information within them & keeping you within compliance mandates.

KEY:

Axapta

Great Plains

Fastpath Solutions, Inc http://www.gofastpath.com 515-276-1779 ext. 410 Fastpath Assure Sarbanes-Oxley segregation of duties solution with built-in audit intelligence from certiďŹ ed Auditors. Get the data your Auditors want - Fast!

Cost Accounting Corporate Renaissance Group http://www.crgroup.com â&#x20AC;˘ 613-232-4295 Cost Allocator Perform multi-level account allocations using 1 of 4 methods: percentage values, ďŹ xed amounts, cost drivers/measures, or account balance. Integrates with Dynamics, other ERP solutions or as a stand-alone system. m-hance Inc http://www.m-hance.com/sectors/ distribution/ â&#x20AC;˘ +44 (0) 844 264 0932 Enhanced Vendor Price Management for Dynamics GP A vital link in the distribution supply chain is accurate tracking of vendor pricing. Support decisions in the buying process, reduce admin costs and improve accuracy of cost of sales.

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

Navision

Solomon

Azox, Inc. http://www.azox.com â&#x20AC;˘ 734-928-6010 Credit Card Extension Secure, PCI validated ACH/credit card solution with batch processing and ability to store sensitive data oďŹ&#x20AC; site with tokenization. BGE, Inc. http://www.bgeinc.net â&#x20AC;˘ 877-656-8800 Green (Account) Payable Most secure account payable via EFT, Multi-level approval, remittance info, email notiďŹ cation. Support JPM format, Integrate seamlessly with GP. Blue Moon Industries http://www.bluemoonisv.com â&#x20AC;˘ 401-276-9000 Credit Card Payments, powered by MercuryÂŽ Provides credit card processing for Sales Order Processing and Cash Receipts. Seamlessly integrated w/ Mercury Payment Systems with no 3rd party gateways. Support for pre-auth, sale/ capture, adjust, void, & return. BluePay, Inc. http://www.bluepay.com â&#x20AC;˘ 630-300-2368 Credit Card Processing Single Source Provider: GP Plug-in/ payment gateway/merchant account for processing for credit cards & checks.

ChargeLogic http://www.chargelogic.com â&#x20AC;˘ 877-292-2520 ChargeLogic Payments Leading PCI validated credit card & payment processing solution for NAV. Integrated Software, Inc. http://www.isiusa.com â&#x20AC;˘ 321-984-1986 Credit Card Authorization PCI validated. Token-based system eliminates need to store sensitive credit card data. Handles all your credit card processing needs. Seemlessly integrated with Sales Order Processing and Cash Receipts. Integrated Software, Inc. http://www.isiusa.com â&#x20AC;˘ 321-984-1986 Check Processing Electronic Check Processing integrated with SOP and Cash Receipts.

Armanino http://www.amllp.com/microsoft-dynamics 925-790-2600 Armanino A Gold CertiďŹ ed ERP/CRM Partner, we provide award-winning implementation and support for Dynamics to meet your industry-speciďŹ c needs. eBridge Connections http://www.ebridgeconnections.com 800-755-6921 eBridge for CRM eBridge platform to seamlessly integrate customer and opportunity data. Experlogix, Inc. http://www.experlogix.com 805-504-9729 ext. 712 Experlogix ConďŹ gurator for Microsoft Dynamics CRM & ERP Experlogix ConďŹ gurators meets the demands of todayâ&#x20AC;&#x2122;s competitive marketplace by simplifying the process of selling customized products, accelerating proposal development times and increasing quote-to-order ratios.

SMB Suite http://www.smbsuite.com â&#x20AC;˘ 888-525-6398 NEW: SMB Sales Improve the productivity of your sales team with SMB Sales. Manage all of your accounts, contacts, & forecasting with powerful dashboards that are fully integrated with Microsoft Outlook. Tribridge http://www.concertocloud.com â&#x20AC;˘ 877-977-8458 Tribridge Concerto Cloud Services Concerto Cloud oďŹ&#x20AC;ers Dynamics Solutions as a Service in a private cloud environment. Subscription pricing, dedicated resources, no shared components, and a complete solution customized to ďŹ t unique needs.

Visionary Software Consulting, Inc. http://www.crm-rules.com â&#x20AC;˘ 877-276-1942 CRM Rules! for Microsoft Dynamics CRM 2011 Easily customize complex CRM dynamic forms without knowing JavaScript.

Nodus Technologies, Inc. http://www.nodus.com â&#x20AC;˘ 909-482-4701 Credit Card Advantage Our ePayment solution will simplify your payment acceptance process & reconciliation, reduce credit card fees & fulďŹ ll PCI requirements. Nodus Technologies, Inc. http://www.nodus.com â&#x20AC;˘ 909-482-4701 NEW: CRM Charge Our secure ePayment solution will simplify credit card and eCheck processing, reduce credit card fees & help fulďŹ ll PCI requirements for CRM online and on premise.

Customer Relationship Management

Retail Management System

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Flaum Technologies Inc. http://www.CommissionCalc.com 888-962-6667 ext. 24 CommissionCalc The practical way to automate "impossible" commission plans.

Arbela Technologies http://www.arbelatech.com â&#x20AC;˘ 949-291-4777 Arbela Security Manager Arbelaâ&#x20AC;&#x2122;s Security Manager radically simpliďŹ es managing and auditing security, and enables you to concentrate more on your investment in Dynamics AX rather than spending countless hours securing it. V2009 and V2012.

Customer Relationship Management


Data Integration

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

Admiral Consulting Group http://www.admiral-west.com/solutions_ activeconnect.html â&#x20AC;˘ 866-794-1275 ext. 101 ActiveConnect Integrate data from your website, SQL Server, ODBC, or Excel up to 20x faster and more easily than with Integration Manager, for less cost. Also send data directly from Excel to Dynamics with a click of a button.

D&B (Dun & Bradstreet) http://www.dnb.com/crmug â&#x20AC;˘ 952-393-3773 D&B360 for Microsoft Dynamics D&B360 integrates with Dynamics CRM, giving users access to continually updated business data on 215M+ companies and 100M+ professional contacts, and includes real-time feeds from LinkedIn, Twitter, and others.

Alba Spectrum Corporation http://www.albaspectrum.com â&#x20AC;˘ 773-384-9264 Alba360 Posting Server GP Automated GP posting utility optimized for high transaction volume with support for audit trails, email error notiďŹ cation, Inter/cross-company transactions, batch selection rules & 3rd party application integration.

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

HORIZONTAL

Computeration, Inc. http://www.computeration.com 866-808-7964 Zap! Integration Easy to use Excel trx imports with AA dimensions & friendly error reports.

D&B (Dun & Bradstreet) http://www.dnb.com/crmug â&#x20AC;˘ 952-393-3773 D&B360 for Microsoft Dynamics D&B360 integrates with Dynamics CRM, giving users access to continually updated business data on 215M+ companies and 100M+ professional contacts, and includes real-time feeds from LinkedIn, Twitter, and others. eBridge Connections http://www.ebridgeconnections.com 800-755-6921 eBridge Integration Solution The leading cloud integration platform for EDI, webstore, CRM systems. Encore Business Solutions http://www.encorebusiness.com 888-898-4330 ext. 336 Project Tracking with Advanced Analytics Streamline your COAâ&#x20AC;&#x2122;s. Record & report rev, expense & proďŹ t by proj; against budgets; over multiple yrs. Great alternate to GP Proj. Acctg.

Globe Software http://www.globesoftware.com â&#x20AC;˘ 701-235-4084 Atlas - Real-time Reporting & Upload into AX from Microsoft OďŹ&#x192;ce Using Atlas, you'll see how real-time two way data validation integrates between OďŹ&#x192;ce & AX. Improve your productivity with self-suďŹ&#x192;cient reporting capabilities as well as eliminating the need to rekey data. KEY:

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AdvTrex http://www.advtrex.com 855-238-8739 ext. 107 TitaniumGP AdvTrexâ&#x20AC;&#x2122;s TitaniumGP Tool brings additional functionality to Dynamics GP making GP a much better experience. Includes 5 easy to use tools in one product: Copy/Paste, Elastic Windows, Search, Next ID, Save to Excel.

Arbela Technologies http://www.arbelatech.com â&#x20AC;˘ 949-291-4777 Arbela Technologies With over 200 years of cumulative ERP experience, we have conďŹ gured and tailored Dynamics AX to ďŹ t the speciďŹ c needs of various industries without signiďŹ cant customizations. Gain from Our Experience.

ASC Software http://www.ascsoftware.com â&#x20AC;˘ 937-429-1428 ASCTrac Award winning, scalable Warehouse Management Solutions & MFG operations. AXtension http://www.AXtension.com â&#x20AC;˘ +3177 323 2622 AXtension Kitting Multiple items dynamically combined into one product.

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

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

Blue Horseshoe http://www.supplychaindynamicsax.com 317-573-2583 Supply Chain Suite for Dynamics AX Unlike other solutions, Supply Chain Suite embeds industry-speciďŹ c functionality directly into the business layer of Dynamic AXâ&#x20AC;&#x2122;s architecture. Increase revenue, proďŹ t margins and asset utilization. Blue Moon Industries http://www.bluemoonisv.com â&#x20AC;˘ 401-276-9000 SOP Auto Invoice Adds automatic sales order transfer, invoice printing & posting to SOP.

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

Lanham Associates http://www.lanhamassoc.com 678-379-4200 ext. 105 Supply Chain Solutions High quality Supply Chain solutions built inside NAV: Shipping, Forecasting/ Replenishment, WMS & EDI Compliance. More than 2000 companies live. m-hance Inc http://www.m-hance.com/sectors/ distribution/ â&#x20AC;˘ +44 (0) 844 264 0932 Trade Counter for Dynamics GP For those companies who oďŹ&#x20AC;er a self collection service or a cash sales counter in addition to delivered trade there is often a need to enter orders and take payment at their premises or warehouse. m-hance Inc http://www.m-hance.com/sectors/ distribution/ â&#x20AC;˘ +44 (0) 844 264 0932 Vehicle Load Planning for Dynamics GP Plan deliveries using routes, product weights and vehicle capacities. Northlake Partners http://www.TheNorthlakePartners.com 425-773-9606 BluWare - Logistics Management Schedule 'loads', keep delivery info, & track performance for Fleet, TL, & LTL shipments. Assign orders to loads & update them w/BOL, Waybill, & other ship info. Print shipping paperwork by load or single order.

Blue Moon Industries http://www.bluemoonisv.com â&#x20AC;˘ 401-276-9000 Pack and Ship, powered by ShipRush Provides improved workďŹ&#x201A;ow for your packing station and seamless integration for UPS, FedEx and USPS. Powered by ShipRush (by Z-Firm), this module provides a rich, common user interface across all three carriers.

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

Blue Moon Industries http://www.bluemoonisv.com â&#x20AC;˘ 401-276-9000 Advanced BOM Ability to associate sale order/assembly & purchase order/assembly and disassembly.

V-Technologies, LLC http://www.vtechnologies.com â&#x20AC;˘ 800-462-4016 StarShip Shipping Software Dynamics GP shipping for small parcel and LTL. Now integrates with PanatrackerGP, TrueCommerce and RedTail to provide an end-to-end solution.

Blue Moon Industries http://www.bluemoonisv.com â&#x20AC;˘ 401-276-9000 Container Management Enter manifests, receive FOB, track goods in transit. Blue Moon Industries http://www.bluemoonisv.com â&#x20AC;˘ 401-276-9000 Chargeback Processing Provides deductions management capability for cash receipts processing.

Customer Relationship Management

Retail Management System

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

Point of Sale


Document Management Computer Pundits Corporation

ACOM Solutions, Inc. http://www.acom.com/dynamicsGP 800-347-3638 Advanced Document Management and Process Automation integrated for Dynamics GP Capture and intelligently recognize the content within documents to automatically process, route, securely archive and access Information directly from your Dynamics GP screens and via Web browser.

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

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

AXtension http://www.AXtension.com â&#x20AC;˘ +3177 323 2622 AXtension Enterprise Content Management Optimized use of tagged documents in your critical business processes.

Computer Information Enterprises http://www.compinfo.com â&#x20AC;˘ 949-263-0910 ImageLink ImageLink is a seamless, fully integrated document management solution designed for users of Microsoft Dynamics SL and Microsoft Dynamics GP who desire to reduce the amount of paper within their organization. Datahaven for Dynamics http://www.datahaven4dynamics.com 757-222-2000 Datahaven for Dynamics Datahaven is the only scanning, OCR, and workďŹ&#x201A;ow solution natively embeddedâ&#x20AC;&#x201D;not simply integratedâ&#x20AC;&#x201D;throughout the Microsoft Dynamics user experience and available to non-Dynamics users from Microsoft Outlook.

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

ImageTag, Inc. http://www.imagetag.com â&#x20AC;˘ 480-753-9300 KwikTag Document Management & WorkďŹ&#x201A;ow for Dynamics Powerful. Practical. Proven. KwikTag by ImageTag makes document and business process management a reality â&#x20AC;&#x201C; without breaking your budget.

Bottomline Technologies

Liaison Software Corp

http://www.bottomline.com/Transform_ Filer_for_Sharepoint â&#x20AC;˘ 866-551-6934 Transform Filer for SharePoint A powerful, easy-to-use and costeďŹ&#x20AC;ective ďŹ ling and ďŹ nding solution for document management on SharePointÂŽ that manages transactional content by linking documents/records with business applications.

http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger EDD Batch email, fax, print, archive Invoices, Statements, Sales Orders, Purchase Orders to customers, vendors, sales. Attach supporting documentation. Use existing reports (GP report writer, SSRS, Crystal).

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MaxxVault LLC http://www.maxxvault.com/ MaxxDynamics.html â&#x20AC;˘ 516-880-6800 NEW: MaxxVault MaxxDynamics, from MaxxVault LLC, provides a direct link between Microsoft Dynamics GP, AX, SL and NAV ERP systems and the MaxxVault document management repository. Integrated document management and workďŹ&#x201A;ow.

http://www.eCommerce21.com â&#x20AC;˘ 888-786-3487 eCommerce21ÂŽ Patented B2B and B2C database driven eCommerce, fully integrated with Dynamics, for automated production of Web Storefront with intuitive navigation, SEO and full Shopping Cart for easier sales from your website. eBridge Connections http://www.ebridgeconnections.com 800-755-6921 eBridge for eCommerce Integration with all webstores incl. Amazon, Magento, BigCommerce, eBay+

MetaďŹ le Information Systems, Inc. http://www.metaviewer.com â&#x20AC;˘ 507-286-9232 MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solutions by adding integrated scanning, OCR, eInvoicing, workďŹ&#x201A;ow, and AP/AR Automation.

PaperSavePro http://www.PaperSavePro.com â&#x20AC;˘ 877-727-3799 PaperSavePro PaperSaveProâ&#x201E;˘ is a CertiďŹ ed for Microsoft Dynamics document management and electronic workďŹ&#x201A;ow solution that eliminates inherent risks and ineďŹ&#x192;ciencies associated with paper.

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

Nodus Technologies, Inc. http://www.nodus.com â&#x20AC;˘ 909-482-4701 eStore Solution Stack Go beyond shopping cart integration with our automated web store for handling web orders and fulďŹ lling them through Dynamics GP.

E-commerce

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

SMB Suite http://www.smbsuite.com â&#x20AC;˘ 888-525-6398 NEW: SMB eCommerce Take your business online with SMB e-Commerce. Create web storefronts, track and manage the customer buying experience, and accurately process transactions, which are fully integrated with SMB Suite solutions.

EDI AIM Computer Solutions, Inc.

Azox, Inc. http://www.azox.com â&#x20AC;˘ 734-928-6010 eSource B2B and B2C and Sales Portal Integrated B2B, B2C & Sales Portal web environments with built-in CMS, SEO, and advanced browse/search features.

http://www.aimcom.com/Autosys.htm 586-439-0300 AIM Vision AutoSys EDI, AIAG barcode labels, Demand Mgmt, Release Acctg., MMOG-LE/TS16949.

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

Customer Relationship Management

Retail Management System

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

Bottomline Technologies http://www.bottomline.com/dynamics 866-551-6934 Create!formÂŽ Complete document & payment automation - Customize & deliver Dynamics output, including MICR checks. Easily reformat data, building "intelligent forms" for print, fax, email, archive or web.


Beck Consulting http://www.BeckConsulting.com 800-455-1970 ext. 110 bcEDI bcEDI enables seamless data interchange between you and trading partners without translation software. Built speciďŹ cally to make the EDI process in NAV easy to manage and cost eďŹ&#x192;cient to deploy. Business Systems Integrators http://www.BusinessSysInteg.com 866-871-2097 EDI BSI provides superior EDI solutions for AX & GP, both on-premise & SaaS.

Lanham Associates http://www.lanhamassoc.com 678-379-4200 ext. 105 ACE - Advanced Commerce ERP EDI, ASN, Ship/Carrier Manifest, Labels, Bar-Coding, TP Compliance, WMS, Fcst & Replenishment. Highest quality in one total solution rather than 7 disparate ones. 92,000+ users worldwide. Unprecedented visibility. Lanham Associates http://www.lanhamassoc.com 678-379-4200 ext. 105 EDI VAN Lanham can be your one EDI stop, but we wonâ&#x20AC;&#x2122;t lock you in. Full function. Fair Price.

Radley Corporation http://www.radley.com â&#x20AC;˘ 248-559-6858 ext. 114 Radley iCARaS - The Complete Data Masons Software Automotive EDI Solution OnPremise/InCloud/OnDemand, iCARaS http://www.datamasons.com â&#x20AC;˘ 866-575-1631 - complete Automotive EDI solution. Vantage Point EDI for Prod. Schedule Release Acct, Label Dynamics Data Masons helps companies lever- Compliance, ASN Generation, CertiďŹ ed age EDI into a competitive advantage Honda Compliance. Ideal for Automotive, by providing tight integration with Heavy Truck, RV/MC/ATV & more. Dynamics, without customizations.

HORIZONTAL

eBridge Connections http://www.ebridgeconnections.com 800-755-6921 RedTail Solutions eBridge for EDI http://www.redtailsolutions.com Web EDI solution eliminates transac508-983-1900 tion fees â&#x20AC;&#x201C; over 1000 trading partners. RedTail EDI Freedom to Do Business: Stick to what you do best - our cloud service manages your EDI. Integrated with ERP/WMS/3PL systems. Lowest total cost. HighJump TrueCommerce EDI Electronic Document Solutions http://www.highjump.com/ Delivery (Email)/Faxing truecommerce â&#x20AC;˘ 888-205-1531 ext. 1 ACOM Solutions, Inc. HighJump TrueCommerce http://www.acom.com/dynamicsGP EDI Solutions HighJump TrueCommerce EDI makes 800-347-3638 EDI painless with an end-to-end solution Integrated Document that is easy to use, robust, and aďŹ&#x20AC;ord- Management and Process able. TrueCommerce EDI is a Microsoft Automation for Dynamics GP Gold CertiďŹ ed Partner and certiďŹ ed for Automatically capture, route, deliver, archive and securely access information Microsoft Dynamics GP. directly from Dynamics GP screens and Isis, Inc. via Web Browser. http://www.isissoftware.com/enha/isis_sl_ Altec expanded_master_info.aspx â&#x20AC;˘ 804-762-4200 http://www.altec-inc.com 401K Data Interchange Transmit your 401K collection data 800-997-9921 ext. 1255 from Payroll electronically to your doc-link Integrated Document Management investment bank. Capture, workďŹ&#x201A;ow, output & archive Isis, Inc. w/doc-link, Doc. Mgmt. for Dynamics. http://www.isissoftware.com/enha/ isis_sl_positive_pay.aspx â&#x20AC;˘ 804-762-4200 Positive Pay Perform Positive Pay from Accounts Payable and Payroll to your issuing bank. Bottomline Technologies http://www.bottomline.com/dynamics 866-551-6934 Create!formÂŽ Complete document & payment automation - Customize & deliver Dynamics output, including MICR checks. Easily reformat data, building "intelligent forms" for print, fax, email, archive or web. KEY:

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Datahaven for Dynamics http://www.datahaven4dynamics.com 757-222-2000 Datahaven for Dynamics Datahaven is the only scanning, OCR, and workďŹ&#x201A;ow solution natively embeddedâ&#x20AC;&#x201D;not simply integratedâ&#x20AC;&#x201D;throughout the Microsoft Dynamics user experience and available to non-Dynamics users from Microsoft Outlook.

Liaison Software Corp http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger EDD Batch email, fax, print, archive Invoices, Statements, Sales Orders, Purchase Orders to customers, vendors, sales. Attach supporting documentation. Use existing reports (GP report writer, SSRS, Crystal).

m-hance Inc http://www.m-hance.com +44(0)844 264 0932 Active Documents for Sales and Purchasing Email singular or bulk remittances, statements, SOP & POP docs directly from Dynamics GP. Also enables REPRINTING of remittances.

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

Ariett Business Solutions, Inc. http://www.ariett.com â&#x20AC;˘ 781-826-1120 Ariett AP Invoice Automation & Document Manager AP Invoice Automation, Document Manager, Intercompany Processing, 1099, Cloud Box4Dox AP Invoice Automation Service, WennSoft, Olympic Project, MEM. DynamicPoint http://www.dynamicpoint.com â&#x20AC;˘ 562-726-4396 SharePoint Expense Reimbursement Solution Exclusively for Microsoft Dynamics One Time Cost and No Per User Fees. Leverage DynamicPoint's SharePoint Product at a fraction of alternative solution costs to eďŹ&#x20AC;ectively integrate and streamline employee expense reimbursement with Dynamics.

eRequester by Paperless Business Systems http://www.erequester.com 206-256-0771 ext. 123 eRequester Web-based procurement and expense management workďŹ&#x201A;ow solution.

Joesoftware Inc. http://www.joesoftware.com â&#x20AC;˘ 780-990-0220 Spencer Easy, conďŹ gurable, web-based expense tracking system. Seamlessly drive Payables or Project Accounting. Credit card integration, workďŹ&#x201A;ow, multi-currency, VAT support, electronic receipts and more.

Expense Solutions

Paramount Technologies

Alba Spectrum Corporation http://www.albaspectrum.com â&#x20AC;˘ 773-384-9264 Alba360 Credit Card Expense Manager Credit card statement import, categorybased GL distributions, AP vouchers generation. Employee Web Portal & Email options for self-service expense category assignment.

http://www.paramounttechnologies.com 248-960-0909 WorkPlace Expense Integrates web submission of expense reports, automatic routing, and electronic approvals of individual line-item expenses.

Field Service Management

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

Customer Relationship Management

Retail Management System

http://www.ďŹ eldone.com â&#x20AC;˘ 201-252-8900 FieldOne Sky An end-to-end platform supporting all phases of ďŹ eld service management including routing and scheduling, work process automation, communications, and business intelligence with support for any mobile device.

Point of Sale


Hitachi Solutions America http://us.dynamics.hitachi-solutions.com/ 888-254-7242 Field Service Automation Hitachi Solutions ďŹ eld service automation solution connects your oďŹ&#x192;ce and ďŹ eld service staďŹ&#x20AC; with the information and processes needed to improve ďŹ eld operations productivity and deliver service excellence.

Rimrock Corporation http://www.ďŹ eldboss.com 416-256-4995 ext. 221 FieldBoss - Field Service. SimpliďŹ ed. Automates workďŹ&#x201A;ow for ďŹ eld service companies. Increase eďŹ&#x192;ciency and reduce operating costs while improving the level of customer service.

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

Alba Spectrum Corporation http://www.albaspectrum.com â&#x20AC;˘ 773-384-9264 Alba360 Advanced Quick Journals Allows intercompany and multicurrency transactions to be included in GL Quick Journals. Alba Spectrum Corporation http://www.albaspectrum.com â&#x20AC;˘ 773-384-9264 Alba360 Financial Utilities Cross-Company control of segment & account descriptions; Historical Journal Entry to any closed year; Advanced Customer Merge (see separate entry). Alba Spectrum Corporation http://www.albaspectrum.com â&#x20AC;˘ 773-384-9264 Alba360 Advanced Customer Merge Customer merge utility designed for large databases. Provisional merge selects, reviews & approves customers to merge. Final merge transfers data to the primary customer. Can update third party tables.

Fixed Assets

Corporate Renaissance Group http://www.crgroup.com â&#x20AC;˘ 613-232-4295 AA Tools for Analytical Accounting AA Tools has 4 modules (AA BackďŹ ller, AA Changer, AA SegmentConverter, AA Cubes) to manage the data in AA. BackďŹ ll AA data, change AA codes, convert GL segments to AA Dimensions, and complete analytics.

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

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

General Ledger

HR Management Corporate Renaissance Group

Admiral Consulting Group http://www.admiral-west.com/ advancedallocations/index.html 866-794-1275 ext. 101 Advanced Allocations for Dynamics GP You can easily allocate entire departments, perform tiered allocations, and even allocate transactions. Advanced Allocations also allows you to preview allocation entries before committing them to your ledger. KEY:

Axapta

Great Plains

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

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Integrity Data http://www.integrity-data.com 217-732-3737 ext. 0203 HR & Payroll Enhancements for Dynamics GP Proven solutions for US HR & Payroll including leave management, budgeting and managing FTEâ&#x20AC;&#x2122;s, and more! JAT Computer Consulting, Inc. http://www.jatnet.com/JPI.htm 888-525-8874 ext. 462 JAT Payroll Interface (JPI) JPI is a bi-directional integration linking GP HRM and ADP payroll. JAT Computer Consulting, Inc. http://www.jatnet.com/JBC.htm 888-525-8874 ext. 462 JAT BeneďŹ ts Connect (JBC) JBC communicates enrollment data to carriers and insurance providers.

Kronos Incorporated http://www.kronos.com â&#x20AC;˘ 800-225-1561 Workforce CentralÂŽ Suite Seamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources and ďŹ nancial processes. Professional Advantage http://www.profad.com â&#x20AC;˘ 877-897-1209 1StaďŹ&#x20AC; StaďŹ&#x192;ng & Recruiting Software 1StaďŹ&#x20AC; provides an Front-to-Back solution for the unique needs of the staďŹ&#x20AC;ing industry. 1StaďŹ&#x20AC; allows Sales StaďŹ&#x20AC;, Recruiters, Payroll and Billing Specialists to all work on the Microsoft Dynamics Platform. SMB Suite http://www.smbsuite.com â&#x20AC;˘ 888-525-6398 NEW: SMB HR & Payroll Consolidate all HR information and systems with SMB HR & Payroll, including employee and beneďŹ ts administration, employee self- service, payroll, and tax compliance.

Inter-company Processing Corporate Renaissance Group http://www.crgroup.com/combiner.php 613-232-4295 Company Combiner With Company Combiner, multiple companies with the same COA can be combined into a single company. Organizations are able to manage all of the companies setup in Dynamics GP from a single company. Services are avail.

Customer Relationship Management

Retail Management System

mc² http://www.mc2software.com â&#x20AC;˘ 303-872-3000 Advanced Intercompany Transactions Inter- and intra- company solution for GL, PM, RM, POP, PR, BR, and IV.

Inventory Enhancement Blue Moon Industries http://www.bluemoonisv.com â&#x20AC;˘ 401-276-9000 Quality Count Provides the most robust and complete physical inventory functionality. Blue Moon Industries http://www.bluemoonisv.com â&#x20AC;˘ 401-276-9000 Advanced BOM Ability to associate sale order/assembly & purchase order/assembly and disassembly. m-hance Inc http://www.m-hance.com/sectors/distribution/ +44 (0) 844 264 0932 Extended Pricing & Enhancements for Dynamics GP Import and export pricing data, allow for customer speciďŹ c pricing and load new customer deals. m-hance Inc http://www.m-hance.com/sectors/distribution/ +44 (0) 844 264 0932 Catchweights for Dynamics GP Provides catchweight functionality in sales, purchasing and inventory. Northlake Partners http://www.TheNorthlakePartners.com 425-773-9606 BluWare - Item Management Manage catch-weight items & show all qty's & UOM's for units, weight & price on each transaction. Setup unlimited attributes & set rules by Item Class. Other properties include: Inactivate, UPC, GTIN & many more. Panatrack, Inc. http://www.panatrack.com â&#x20AC;˘ 262-361-4950 PanatrackerGP Field Sales & Inventory Extend GP to capture sales transactions at the point of activity. WilloWare, Inc. http://www.willoware.com 888-339-4556 ext. 1 CompleteCount Controlled cycle counts in GP using stock tags. Print tags, ensure accuracy, minimize downtime. Now with ExcelLink- export/import to CSV ďŹ les.

Inventory Management 2B Solutions, Inc http://2bsolutions.net/wimscrm/ 866-408-9991 Warehouse Information Management Solution for CRM Mobile Scanning. Web Based. Track products, customers, orders and more!

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WennSoft, Inc. http://www.wennsoft.com 262-821-4100 NEW: Signature Innovative ďŹ eld service solutions streamline operations from sales to the ďŹ eld to accounting.

AdvTrex http://www.advtrex.com â&#x20AC;˘ 855-238-8739 ext. 107 TitaniumGP AdvTrexâ&#x20AC;&#x2122;s TitaniumGP Tool brings additional functionality to Dynamics GP making GP a much better experience. Includes 5 easy to use tools in one product: Copy/Paste, Elastic Windows, Search, Next ID, Save to Excel.

HR Services Inc. http://www.mystaďŹ&#x192;ngpro.com â&#x20AC;˘ 800-939-2462 myStaďŹ&#x192;ngPro Applicant Tracking System Recruiting software to qualify applicants, track jobs, and select hires.

InďŹ nia Integrator http://www.ExcelIntegrator.com â&#x20AC;˘ 260-485-0665 NEW: InďŹ nia Integrator MEM Copy & paste GP intercompany transactions or Binary Stream MEM from Excel to GP.


Alba Spectrum Corporation http://www.albaspectrum.com â&#x20AC;˘ 773-384-9264 Alba360 Matrix Inventory Manage apparel or any inventory identiďŹ ed by groups of attributes. DeďŹ ne items by attribute types & pricing by attribute values. Transaction entry in SOP & POP via attribute grids. Fully compatible with Dynamics GP. Alba Spectrum Corporation http://www.albaspectrum.com â&#x20AC;˘ 773-384-9264 Alba360 Kit Quantity Editor Allows Kit quantities to be edited during Order Entry without having to delete and re-enter the line item. Armanino http://www.amllp.com/microsoft-dynamics 925-790-2600 Armanino A Gold CertiďŹ ed ERP/CRM Partner, we provide award-winning implementation and support for Dynamics to meet your industry-speciďŹ c needs.

HORIZONTAL

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

Cutwater http://www.cutwatersolutions.com 800-564-8806 (AIM) Advanced Inventory Manager Reporting categories to allow users to gain insight into the cost and eďŹ&#x192;ciency of current stocks. Reports also track order history and analyze and monitor purchasing trends across vendors and product groups. eNSYNC Solutions, Inc. http://www.ScanWorkX.com â&#x20AC;˘ 913-647-8640 ScanWorkX for Dynamics AX Extend Dynamics AX to nearly any mobile device. More than 75 standard DAX functions with and without barcoding. Custom transactions available.

Junction Solutions http://www.junctionsolutions.com/productssolutions/junctionmcr-multi-channel-retail/ 303-327-8800 JunctionMCR for MultiChannel Retail End-to-end solution set, available on-premise and on-demand, built into Microsoft Dynamics AX providing fully integrated functionality for customer service, order and inventory management, across all retail channels. Lanham Associates http://www.lanhamassoc.com 678-379-4200 ext. 105 AFP (Advanced Forecasting and Procurement) for Manufacturing Enables just-in-time production purchasing via comparing component time-phased demand to dynamic vendor lead-time. Works with Inventory items as components or ďŹ nished goods. Gain visibility & control. KEY:

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Lanham Associates http://www.lanhamassoc.com 678-379-4200 ext. 105 AFP (Advanced Forecasting and Procurement) for Distribution Best ďŹ t forecasting & multi-site replenishment solution with DRP, collaboration, promotions, drill down visibility & multiple rollup views. m-hance Inc http://www.m-hance.com/software-usa/ inventory-m-hancements/ â&#x20AC;˘ 617-401-3341 NEW: Inventory m-hancements - Reserved Stock See our website for more details. m-hance Inc http://www.m-hance.com/software-usa/ inventory-m-hancements/ â&#x20AC;˘ 617-401-3341 NEW: Inventory m-hancements Please see our website for more details. m-hance Inc http://www.m-hance.com/software-usa/ inventory-m-hancements/ â&#x20AC;˘ 617-401-3341 NEW: Inventory m-hancements purchase - retrospective discounts Please see our website for more details. m-hance Inc http://www.m-hance.com/software-usa/ telesales-m-hancements/ â&#x20AC;˘ 617-401-3341 NEW: Sales Connect Puts key sales information about products and availability at the ďŹ ngertips of your sales person whilst in the ďŹ eld - provided on mobile and tablet. m-hance Inc http://www.m-hance.com/sectors/distribution/ +44 (0) 844 264 0932 Inter-site Transfers for Dynamics GP Control and automate re-distribution of stock from a central warehouse to depots or adhoc movements from one site to another. m-hance Inc http://www.m-hance.com/sectors/distribution/ +44 (0) 844 264 0932 Unit of Measure Management for Dynamics GP Users need to look at sales performance in one consolidating unit, perhaps tonnage, litres or cases; regardless of how products come packaged; by the pallet, case, carton or individually. m-hance Inc http://www.m-hance.com/sectors/distribution/ +44 (0) 844 264 0932 Advanced Inventory Replenishment for Dynamics GP EďŹ&#x20AC;ectively balance inventory investment and customer service levels. Reduce stock, improve customer service and reduce admin.

Panatrack, Inc. http://www.panatrack.com â&#x20AC;˘ 262-361-4950 PanatrackerGP Inventory Management Add an integrated bar code solution and turn GP into your WMS for inventory management. Any easy to install solution with robust features.

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

Invoicing Enhancement AXtension http://www.AXtension.com â&#x20AC;˘ +3177 323 2622 AXtension Invoice Processing Optimized accounts payable invoice processing.

Azox, Inc. http://www.azox.com â&#x20AC;˘ 734-928-6010 Online Bill Pay Bundle View, print and pay invoices by ACH or credit card securely from a website with real time fund recognition. Bottomline Technologies http://www.bottomline.com/transformap_ for_sharepoint â&#x20AC;˘ 866-551-6934 TransformÂŽ AP SharePointÂŽ-based AP invoice automation solution for approvals, document management & reporting plus integration with Microsoft Dynamics. Streamlines AP processes, reduces processing costs, & increases visibility. DynamicPoint http://www.dynamicpoint.com/products/ invoice_automation.aspx â&#x20AC;˘ 562-726-4396 SharePoint Invoice Automation Solution Exclusively for Microsoft Dynamics One Time Cost & No Per User Fees. Leverage SharePoint Invoice Automation (AP) Solution at a fraction of alternative solution costs to eďŹ&#x20AC;ectively automate, real-time management of invoice to payment processing.

Nodus Technologies, Inc. http://www.nodus.com â&#x20AC;˘ 909-482-4701 ePay Advantage â&#x20AC;&#x201C; Online Bill Pay Improve cash ďŹ&#x201A;ow, automate A/R with the latest in online bill payment technology that is seamlessly integrated with Dynamics GP. Also provides an online solution to automate your recurring billing cycles. ReadSoft http://www.readsoft.com â&#x20AC;˘ 504-841-0100 ReadSoft Online for Accounts Payable Automation Automate invoice processing by eliminating data entry, manual approvals & ďŹ ling with capture, workďŹ&#x201A;ow & reporting integrated with Dynamics.

Job Costing JOVACO Solutions Inc. http://www.jovaco.com â&#x20AC;˘ 888-988-3535 ext. 122 JOVACO Project Suite Project accounting for professional service ďŹ rms to manage projects through web-based time & expense and resource mgmt modules. Top features: extensive reporting, multi-company & interdepartmental capabilities. Sierra Workforce Solutions http://www.sierraws.com â&#x20AC;˘ 800-822-0973 Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data integration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service. WennSoft, Inc. http://www.wennsoft.com 262-821-4100 NEW: Signature Manage costs by closely tracking all components of a project - labor, materials, equipment, etc.

Labeling Encore Business Solutions http://www.encorebusiness.com 888-898-4330 ext. 336 Subscription Billing (formerly called Recurring Contract Billing) Automates & manages cyclical & subscription based billings. Isis, Inc. http://www.isissoftware.com/enha/ isis_sl_ar_collections.aspx â&#x20AC;˘ 804-762-4200 AR Collections Automate your AR Collections securely and track all history. Track and report your collectors work. Scales from 1 collector to 1000's.

Lanham Associates http://www.lanhamassoc.com 678-379-4200 ext. 105 E-Ship Label Formatter Formats customized and carrier labels inside the shipping system. WilloWare, Inc. http://www.willoware.com â&#x20AC;˘ 888-339-4556 ext. 1 LabelLink Print to barcode label printers from inside GP. Unlimited label formats.

m-hance Inc http://www.m-hance.com/sectors/distribution/ +44 (0) 844 264 0932 Enhanced Returns Management for Dynamics GP Speed up the handling of returns in GP and improve operational control.

Customer Relationship Management

Retail Management System

Point of Sale


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

Manufacturing Enhancement

Cincom Systems, Inc http://acquire.cincom.com â&#x20AC;˘ 877-244-2308 Cincom Acquire Smart ConďŹ gure, Price, Quote + Seamless Integration w/ Dynamics. Close deals up to 80% faster! See us at Convergence! Outsmart. Outsell. eNSYNC Solutions, Inc. http://www.ScanWorkX.com â&#x20AC;˘ 913-647-8640 ScanWorkX for Dynamics AX Extend Dynamics AX to nearly any mobile device. More than 75 standard DAX functions with and without barcoding. Custom transactions available.

Mobility 2B Solutions, Inc http://2bsolutions.net/mobilecrm/ 866-408-9991 Mobile CRM Field Sales/Service, Camera/Barcoding, Quotes, WMS, Inventory/Order Mngt. Panatrack, Inc. http://www.panatrack.com â&#x20AC;˘ 262-361-4950 PanatrackerGP Field Sales & Inventory Extend GP to capture sales transactions at the point of activity.

Multi-Entity Management Horizons International

WilloWare, Inc. http://www.willoware.com â&#x20AC;˘ 888-339-4556 ext. 1 MO Generator MO Generator creates a set of MO's for a parent item and all make-to-stock sub-assemblies below the parent.

Arbela Technologies http://www.arbelatech.com â&#x20AC;˘ 949-291-4777 Master Data Centralization For Dynamics AX Arbela's Master Data Centralization for Dynamics AX easily manages product, customer, vendor, employees, and COA master data across multiple companies for more productive advanced shared services.

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

Payables Enhancement WilloWare, Inc. http://www.willoware.com â&#x20AC;˘ 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. WilloWare, Inc. http://www.willoware.com â&#x20AC;˘ 888-339-4556 ext. 1 Engineer to Order ETO produces a Manufacturing Estimation, (estimated cost to produce to spec), including Estimation BOM, Routing, and Miscellaneous Costs.

Marketing Automation

ACOM Solutions, Inc. http://www.acom.com/dynamicsGP 800-347-3638 Integrated Document Management and AP Automation for Dynamics GP Automate your entire AP process endto-end. Intelligently recognize content within documents to automatically process, route, securely archive & access info directly from your Dynamics GP screens & via Web browser.

http://www.coremotives.com â&#x20AC;˘ 770-916-6485 CoreMotives Marketing Suite Marketing power for 1,600+ companies using Microsoft Dynamics CRM: Email marketing, Lead scoring, Web tracking, Event management, Web forms, Surveys, and Nurture marketing â&#x20AC;&#x201C; all native within your CRM.

Axapta

Great Plains

Navision

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

Solomon

ImageTag, Inc. http://www.imagetag.com â&#x20AC;˘ 480-753-9300 KwikTag Document Management & WorkďŹ&#x201A;ow for Dynamics Powerful. Practical. Proven. KwikTag by ImageTag makes document and business process management a reality â&#x20AC;&#x201C; without breaking your budget.

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

Ariett Business Solutions, Inc. http://www.ariett.com â&#x20AC;˘ 781-826-1120 Ariett AP Invoice Automation & Document Manager AP Invoice Automation, Document Manager, Intercompany Processing, 1099, Cloud Box4Dox AP Invoice Automation Service, WennSoft, Olympic Project, MEM. BGE, Inc. http://www.bgeinc.net â&#x20AC;˘ 877-656-8800 Green (Account) Payable Most secure account payable via EFT, Multi-level approval, remittance info, email notiďŹ cation. Support JPM format, Integrate seamlessly with GP.

Bottomline Technologies http://www.bottomline.com/transformap_ for_sharepoint â&#x20AC;˘ 866-551-6934 TransformÂŽ AP SharePointÂŽ-based AP invoice automation solution for approvals, document management & reporting plus integration with Microsoft Dynamics. Streamlines AP processes, reduces processing costs, & increases visibility.

CoreMotives, a Silverpop company

KEY:

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

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

Customer Relationship Management

Retail Management System

Isis, Inc. http://www.isissoftware.com/enha/ isis_sl_apar_refunds.aspx â&#x20AC;˘ 804-762-4200 AP-AR Refunds Save time by generating refunds between Accounts Payable and Accounts Receivable or bring balances to zero. Isis, Inc. http://www.isissoftware.com/enha/ isis_sl_positive_pay.aspx â&#x20AC;˘ 804-762-4200 Positive Pay Perform Positive Pay from Accounts Payable and Payroll to your issuing bank. KTL Solutions, Inc. http://www.ktlsolutions.com â&#x20AC;˘ 866-960-0001 KTL FastAP Brings distribution window and payment terms directly to the 1st screen. Liaison Software Corp http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger EFT Batch email & fax EFT Remittances to Vendors pref. Archive internal copy.

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HORIZONTAL

http://www.qualityessentialssuite.com 866-949-9504 ext. 811 Quality Essentials Suite Quality Mgt. System oďŹ&#x20AC;ers decimal precision, cert. of analysis, non-conformance, material holds, reporting, data export. Integrated to Dynamics, Horizons Manufacturing, also non-integrated application avail.

AdvTrex http://www.advtrex.com 855-238-8739 ext. 107 TitaniumGP AdvTrexâ&#x20AC;&#x2122;s TitaniumGP Tool brings additional functionality to Dynamics GP making GP a much better experience. Includes 5 easy to use tools in one product: Copy/Paste, Elastic Windows, Search, Next ID, Save to Excel.

DynamicPoint http://www.dynamicpoint.com/products/ invoice_automation.aspx â&#x20AC;˘ 562-726-4396 SharePoint Accounts Payable Automation Solution Exclusively for Microsoft Dynamics One Time Cost & No Per User Fees. Leverage SharePoint Accounts Payable (AP) Solution at a fraction of alternative solution costs to eďŹ&#x20AC;ectively automate, real-time management of invoice to payment processing.


MaxxVault LLC http://www.maxxvault.com/ MaxxDynamics.html â&#x20AC;˘ 516-880-6800 NEW: MaxxVault MaxxDynamics, from MaxxVault LLC, provides a direct link between Microsoft Dynamics GP, AX, SL and NAV ERP systems and the MaxxVault document management repository. Integrated document management and workďŹ&#x201A;ow. m-hance Inc http://www.m-hance.com â&#x20AC;˘ +44(0)844 264 0932 eInvoicing for Dynamics GP Fully integrated AP eInvoicing for GP, removes paper & scanning process.

HORIZONTAL

m-hance Inc http://www.m-hance.com â&#x20AC;˘ +44 (0)844 264 0932 Purchase Management for Dynamics GP Browser based purchasing transaction entry and approval fully integrated with Dynamics GP Payables, POP, Inv and Project Accounting.

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

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

Payroll Enhancement

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

KEY:

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BGE, Inc. http://www.bgeinc.net â&#x20AC;˘ 877-656-8800 Green (Account) Payable Most secure account payable via EFT, Multi-level approval, remittance info, email notiďŹ cation. Support JPM format, Integrate seamlessly with GP. Greenshades Software http://www.Greenshades.com 888-255-3815 ext. 2 Greenshades Payroll Tax Service Our Tax Service is the easiest way to ďŹ le and pay your payroll taxes.

InďŹ nia Integrator http://www.ExcelIntegrator.com â&#x20AC;˘ 260-485-0665 InďŹ nia Integrator PR Allow users to Copy-Paste-Import Payroll trans from Excel to Dynamics. Integrity Data http://www.integrity-data.com 217-732-3737 ext. 0203 Payroll Enhancements for Dynamics GP Proven solutions for US Payroll including leave management, automatic e-mailing of direct deposit statements and W-2â&#x20AC;&#x2DC;s, managing complex payroll posting requirements/corrections, conďŹ guring overtime rules and more! Isis, Inc. http://www.isissoftware.com/enha/isis_sl_ expanded_master_info.aspx â&#x20AC;˘ 804-762-4200 401K Data Interchange Transmit your 401K collection data from Payroll electronically to your investment bank. Isis, Inc. http://www.isissoftware.com/enha/ isis_sl_positive_pay.aspx â&#x20AC;˘ 804-762-4200 Positive Pay Perform Positive Pay from Accounts Payable and Payroll to your issuing bank. JAT Computer Consulting, Inc. http://www.jatnet.com/JPI.htm 888-525-8874 ext. 462 JAT Payroll Interface (JPI) JPI is a bi-directional integration linking GP HRM and ADP payroll. Joesoftware Inc. http://www.joesoftware.com â&#x20AC;˘ 780-990-0220 Payroll Toolbox Over 50 add-ons to enhance CDN and US Payroll; multi-batch processing, vacation audit and more. KTL Solutions, Inc. http://www.ktlsolutions.com â&#x20AC;˘ 866-960-0001 KTL PR Security Allows you to restrict access to employee info based oďŹ&#x20AC; of user ID. KTL Solutions, Inc. http://www.ktlsolutions.com â&#x20AC;˘ 866-960-0001 Pay Stubs Online A web-based app that provides employees online access to their pay stubs. Employees can be notiďŹ ed through email when their pay stub is available online. ConďŹ guration tool allows control to information.

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

DynamicPoint http://www.dynamicpoint.com â&#x20AC;˘ 562-726-4396 SharePoint Procurement Management Solution Exclusively for Microsoft Dynamics One Time Cost and No Per User Fees. Leverage DynamicPoint's SharePoint product at a fraction of alternative solution costs to eďŹ&#x20AC;ectively integrate and streamline the procurement process with Dynamics GP and NAV.

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

eRequester by Paperless Business Systems http://www.erequester.com 206-256-0771 ext. 123 eRequester Web-based procurement and expense management workďŹ&#x201A;ow solution. Lanham Associates http://www.lanhamassoc.com 678-379-4200 ext. 105 AFP (Advanced Forecasting and Procurement) for Distribution

Portals

Adxstudio Inc. http://www.adxstudio.com â&#x20AC;˘ 800-508-7811 Adxstudio Portals Supercharge Dynamics CRM into a webbased sales, service, support and social platform with conďŹ gurable, mobile-ready portal apps perfect for retail customer care & government 311 solutions. For CRM 2013 & 2011. DynamicPoint http://www.dynamicpoint.com â&#x20AC;˘ 562-726-4396 Employee, Vendor & Customer Portals Integrated with Microsoft Dynamics Extend crucial Microsoft Dynamics data with custom SharePoint Portals.

Best ďŹ t forecasting & multi-site replenishment solution with DRP, collaboration, promotions, drill down visibility & multiple rollup views. Liaison Software Corp http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger EFT Batch email & fax EFT Remittances to Vendors pref. Archive internal copy.

Paramount Technologies

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

http://www.paramounttechnologies.com 248-960-0909 WorkPlace eProcurement Solutions for Requisition, Purchasing & Invoice Automation. Options include PunchOut, Check Request, Budget Compliance, RFQ, Requisition, PO Generation, Receiving, Invoice Matching & Vendor Contract Compliance.

Procurement Management

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

Alba Spectrum Corporation http://www.albaspectrum.com â&#x20AC;˘ 773-384-9264 Alba360 Requisition Management Flexible, cost-eďŹ&#x20AC;ective, based on Alba360 Advance WorkďŹ&#x201A;ow. Includes req requests, conďŹ gurable multi-level/parallel approvals, PO release to Vendor, PO receipts, Visual Designer and Mgmt console. GP, web & mobile.

Customer Relationship Management

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

Retail Management System

Point of Sale


Project Accounting

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

Purchase Order Processing Enhancement

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

Ariett Business Solutions, Inc. http://www.ariett.com â&#x20AC;˘ 781-826-1120 Ariett Purchase to Pay and Travel & Expense Requisition, Purchase Order Management, AP Invoice Automation with Document Manager, Expense Reporting with integrated Corporate & Personal Credit Cards, Cloud or On Premise. Blue Moon Industries http://www.bluemoonisv.com â&#x20AC;˘ 401-276-9000 Container Management Enter manifests, receive FOB, track goods in transit.

KEY:

Axapta

Great Plains

eRequester by Paperless Business Systems http://www.erequester.com 206-256-0771 ext. 123 eRequester Web-based procurement and expense management workďŹ&#x201A;ow solution. ICAN Software Corporation http://www.icansoftware.com â&#x20AC;˘ 253-777-0708 Vendor Price Matrix Vendor speciďŹ c unit costing for purchase orders. KTL Solutions, Inc. http://www.ktlsolutions.com â&#x20AC;˘ 866-960-0001 KTL SOP Advanced Distribution Allows you to dynamically deďŹ ne where each segment of the account comes from either the customer, vendor item, system, static, or payment terms. m-hance Inc http://www.m-hance.com/software-usa/ telesales-m-hancements/ â&#x20AC;˘ 617-401-3341 NEW: Sales Connect Puts key sales information about products and availability at the ďŹ ngertips of your sales person whilst in the ďŹ eld - provided on mobile and tablet. Paramount Technologies http://www.paramounttechnologies.com 248-960-0909 WorkPlace Requisition and Purchasing Includes PunchOut, Check Request, Budget Compliance, RFQ, Requisition, PO Generation, Receiving, Invoice Matching & Vendor Contract Compliance. WilloWare, Inc. http://www.willoware.com â&#x20AC;˘ 888-339-4556 ext. 1 Blanket PO Blanket PO adds an unlimited number of control lines to one PO.

Receivables Enhancement

AdvTrex http://www.advtrex.com â&#x20AC;˘ 855-238-8739 ext. 107 TitaniumGP AdvTrexâ&#x20AC;&#x2122;s TitaniumGP Tool brings additional functionality to Dynamics GP making GP a much better experience. Includes 5 easy to use tools in one product: Copy/Paste, Elastic Windows, Search, Next ID, Save to Excel. Encore Business Solutions http://www.encorebusiness.com 888-898-4330 ext. 336 Subscription Billing (formerly called Recurring Contract Billing) Automates & manages cyclical & subscription based billings. ICAN Software Corporation http://www.icansoftware.com â&#x20AC;˘ 253-777-0708 Mass Apply Receivables Mass apply range of customers & dates with speciďŹ c apply or auto apply.

InďŹ nia Integrator http://www.ExcelIntegrator.com â&#x20AC;˘ 260-485-0665 InďŹ nia Integrator AR Allow users to Copy-Paste-Import AR transactions from Excel to Dynamics. Isis, Inc. http://www.isissoftware.com/enha/ isis_sl_apar_refunds.aspx â&#x20AC;˘ 804-762-4200 AP-AR Refunds Save time by generating refunds between Accounts Payable and Accounts Receivable or bring balances to zero.

Isis, Inc. http://www.isissoftware.com/enha/ isis_sl_ar_collections.aspx â&#x20AC;˘ 804-762-4200 AR Collections Automate your AR Collections securely and track all history. Track and report your collectors work. Scales from 1 collector to 1000's.

Quality Control

Horizons International http://www.qualityessentialssuite.com 866-949-9504 ext. 811 Quality Essentials Suite Quality Mgt. System oďŹ&#x20AC;ers decimal precision, cert. of analysis, non-conformance, material holds, reporting, data export. Integrated to Dynamics, Horizons Manufacturing, also non-integrated application avail.

Navision

Solomon

Nodus Technologies, Inc. http://www.nodus.com â&#x20AC;˘ 909-482-4701 ePay Advantage â&#x20AC;&#x201C; Online Bill Pay Improve cash ďŹ&#x201A;ow, automate A/R with the latest in online bill payment technology that is seamlessly integrated with Dynamics GP. Also provides an online solution to automate your recurring billing cycles.

Customer Relationship Management

Retail Management System

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

Stanley Stuart YoďŹ&#x20AC;ee & Hendrix, Inc. http://www.ssyh.com/products/ssyh-add-ons/ ar-collections-manager/ â&#x20AC;˘ 407-660-0059 AR Collections Manager for Microsoft Dynamics SL Automates time-consuming collection activities and improves cash ďŹ&#x201A;ow.

Reconciliation

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

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

Adra Match http://www.adramatch.com â&#x20AC;˘ +44 207 868 5171 RECEIVABLES - Payment Matching Software Receivables handles complex incoming payments your ERP system can't match. By using three information sources - the payment ďŹ le, open invoices and the customer register - the system matches all incoming payments. Isis, Inc. http://www.isissoftware.com/enha/ isis_sl_cash_basis.aspx â&#x20AC;˘ 804-762-4200 Cash Basis Accounting Report Financial GL data on both the Accrual Basis and Cash Basis.

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Alba Spectrum Corporation http://www.albaspectrum.com â&#x20AC;˘ 773-384-9264 Alba360 Requisition Management Flexible, cost-eďŹ&#x20AC;ective, based on Alba360 Advance WorkďŹ&#x201A;ow. Includes req requests, conďŹ gurable multi-level/ parallel approvals, PO release to Vendor, PO receipts, Visual Designer and Mgmt console. GP, web & mobile.

DynamicPoint http://www.dynamicpoint.com â&#x20AC;˘ 562-726-4396 SharePoint Requisition Management Solution Exclusively for Microsoft Dynamics One Time Cost and No Per User Fees. Leverage DynamicPoint's SharePoint Product at a fraction of alternative solution costs to eďŹ&#x20AC;ectively integrate and streamline purchase requisition processing with Dynamics.


m-hance Inc http://www.m-hance.com â&#x20AC;˘ +44 (0)844 264 0932 The Reconciler for AR and AP The automated reconciliation tool for highlighting the cause of imbalances between the AR or AP modules & the GL Control Accounts. m-hance Inc http://www.m-hance.com â&#x20AC;˘ +44(0)844 264 0932 Reconciler for Inventory Automatic reconciliation of transactions generated through the Inventory module to the Inventory Control Accounts in Microsoft Dynamics GP.

Globe Software http://www.globesoftware.com â&#x20AC;˘ 701-235-4084 Atlas - Real-time Reporting & Upload into AX from Microsoft OďŹ&#x192;ce Using Atlas, you'll see how real-time two way data validation integrates between OďŹ&#x192;ce & AX. Improve your productivity with self-suďŹ&#x192;cient reporting capabilities as well as eliminating the need to rekey data.

Reporting

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

HORIZONTAL

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

deFacto Global, Inc. http://www.deFactoGlobal.com 203-894-1789 ext. 221 deFacto Performance Management Premier â&#x20AC;&#x153;All-in-Oneâ&#x20AC;? Dynamics Financial & Operational Budgeting, Forecasting, Consolidation, Analysis and Reporting, Excel/Web-based. Powerful, AďŹ&#x20AC;ordable. Encore Business Solutions http://www.encorebusiness.com 888-898-4330 ext. 336 Advanced SmartList Enhanced analysis of SmartList data. Ad-hoc reports & queries on the ďŹ&#x201A;y. Sort, ďŹ lter & re-order columns easily. Sum groups of info fast.

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

66

Axapta

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

TARGIT

Accountable Software

KEY:

Solver

Great Plains

Isis, Inc. http://www.isissoftware.com/enha/ isis_sl_cash_basis.aspx â&#x20AC;˘ 804-762-4200 Cash Basis Accounting Report Financial GL data on both the Accrual Basis and Cash Basis. KTL Solutions, Inc. http://www.ktlsolutions.com â&#x20AC;˘ 866-960-0001 Crystal Converter Converts Crystal Reports to SQL reporting services RDL. Solver http://www.solverusa.com/retail/ 310-691-5300 Solver BI360 Suite for Retail BI360 gives retailers the ability to forecast, track and analyze product and store sales, plan more eďŹ&#x20AC;ective promotions, purchase merchandise that matches customer regional buying preferences, and improve staďŹ&#x192;ng.

Solver http://www.solverusa.com/healthcare/ 310-691-5300 Solver BI360 Suite for Healthcare Solverâ&#x20AC;&#x2122;s BI360 helps healthcare providers better manage their performance through user-friendly planning, budgeting, reporting, dashboard and data warehouse tools running on a cost-eďŹ&#x192;cient Microsoft platform. Solver http://www.solverusa.com/government/ 310-691-5300 Solver BI360 Suite for Government As federal, state and local governments look for powerful BI solutions to drive performance and reduce costs, Solverâ&#x20AC;&#x2122;s dashboards, scorecards, reporting and forecasting are proving to be invaluable tools.

Navision

WINTER 2014 | THEPARTNERCHANNEL.COM

Solomon

http://www.targit.com â&#x20AC;˘ 813-933-4600 TARGIT Decision Suite TARGIT is the worldâ&#x20AC;&#x2122;s largest Business Intelligence vendor for companies using Microsoft Dynamics NAV or AX, and is recognized by Gartner and BARC for user-friendliness, visualization, and innovation. Total Dynamics Solutions, LLC http://www.totaldynamicssolutions.com 612-276-5075 Enterprise Business Management Providing value-added analytical capabilities for Microsoft Dynamics.

Royalty Eclipse Computing, Inc http://www.royaltyandrights.com 201-746-6255 ext. 201 Royalty and Rights Management System for Dynamics GP For managing intellectual property, controls all phases of royalty accounting including Contracts, Accruals, Payments & Revenue Recognition. EthoTech, Inc. http://www.ethotech.com/commissionplan 678-384-7500 ext. 1 Commission Plan Calculate, pay and track all variable compensation, including Sales Commissions, Bonuses, Royalties, Rebates and SPIFFS. EďŹ&#x20AC;ortlessly create and modify commission plans, and then quickly distribute reports by e-mail. Northlake Partners http://www.TheNorthlakePartners.com 425-773-9606 BluWare - Promotions & Rebates Automate Promotions, Rebates, & Royalties. Include as SO line items or accruals. Establish rules by date & customer and price items by UOM or %.

Sales Order Processing Enhancement Accountable Software http://www.accountable.com â&#x20AC;˘ 610-983-3100 Dynamics Reporting - Forms Printer Print SOP, POP & other forms using SSRS & Crystal. Use 3rd party and custom data. Full GP Notes. Deliver forms by Email in PDF & other formats.

Customer Relationship Management

Retail Management System

Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workďŹ&#x201A;ow, output & archive w/doc-link, Doc. Mgmt. for Dynamics. Blue Moon Industries http://www.bluemoonisv.com â&#x20AC;˘ 401-276-9000 SOP Auto Invoice Adds automatic sales order transfer, invoice printing & posting to SOP. Blue Moon Industries http://www.bluemoonisv.com â&#x20AC;˘ 401-276-9000 Advanced BOM Ability to associate sale order/assembly & purchase order/assembly and disassembly.

Cincom Systems, Inc http://acquire.cincom.com â&#x20AC;˘ 877-244-2308 Cincom Acquire Smart ConďŹ gure, Price, Quote + Seamless Integration w/ Dynamics. Close deals up to 80% faster! See us at Convergence! Outsmart. Outsell. Encore Business Solutions http://www.encorebusiness.com 888-898-4330 ext. 336 Subscription Billing (formerly called Recurring Contract Billing) Automates & manages cyclical & subscription based billings. EthoTech, Inc. http://www.ethotech.com/ commissionplan â&#x20AC;˘ 678-384-7500 ext. 1 Commission Plan Calculate, pay and track all variable compensation, including Sales Commissions, Bonuses, Royalties, Rebates and SPIFFS. EďŹ&#x20AC;ortlessly create and modify commission plans, and then quickly distribute reports by e-mail. Experlogix, Inc. http://www.experlogix.com 805-504-9729 ext. 712 Experlogix ConďŹ gurator for Microsoft Dynamics CRM & ERP Experlogix ConďŹ gurators meets the demands of todayâ&#x20AC;&#x2122;s competitive marketplace by simplifying the process of selling customized products, accelerating proposal development times and increasing quote-to-order ratios.

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

Point of Sale


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

m-hance Inc http://www.m-hance.com/software-usa/ telesales-m-hancements/ â&#x20AC;˘ 617-401-3341 NEW: Telesales m-hancements See our website for more details.

Liaison Software Corp http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger EDD Batch email, fax, print, archive Invoices, Statements, Sales Orders, Purchase Orders to customers, vendors, sales. Attach supporting documentation. Use existing reports (GP report writer, SSRS, Crystal). m-hance Inc http://www.m-hance.com/software-usa/ telesales-m-hancements/ â&#x20AC;˘ 617-401-3341 NEW: Telesales m-hancements sales retrospective discounts See our website for more details.

m-hance Inc http://www.m-hance.com/software-usa/ telesales-m-hancements/ â&#x20AC;˘ 617-401-3341 NEW: Telesales m-hancements Price Negotiation Please see our website for details. m-hance Inc http://www.m-hance.com/software-usa/ telesales-m-hancements/ â&#x20AC;˘ 617-401-3341 NEW: Telesales m-hancements - Additional Charges Please see our website for more details. m-hance Inc http://www.m-hance.com/software-usa/ telesales-m-hancements/ â&#x20AC;˘ 617-401-3341 NEW: Telesales m-hancements - catalogue based sales Please see our website for more details. m-hance Inc http://www.m-hance.com/software-usa/ telesales-m-hancements/ â&#x20AC;˘ 617-401-3341 NEW: Telesales m-hancements customer call scheduling Please see our website for more details. m-hance Inc http://www.m-hance.com/software-usa/ telesales-m-hancements/ â&#x20AC;˘ 617-401-3341 NEW: Telesales m-hancements - customer templates Please see our website for more details. m-hance Inc http://www.m-hance.com/software-usa/ telesales-m-hancements/ â&#x20AC;˘ 617-401-3341 NEW: Telesales m-hancements - Item Life Cycle Management Please see our website for more details.

Axapta

Great Plains

Northlake Partners http://www.TheNorthlakePartners.com 425-773-9606 BluWare - Sales Order Complete Sales Management for Food Manufacturers w/workďŹ&#x201A;ow, automated email & status change, conďŹ gurable UI's, catch-weight, & Price Lists. See all quantities & UOM's for units, weight & price for each line item. Panatrack, Inc. http://www.panatrack.com â&#x20AC;˘ 262-361-4950 PanatrackerGP Field Sales & Inventory Extend GP to capture sales transactions at the point of activity.

Security

Arbela Technologies http://www.arbelatech.com â&#x20AC;˘ 949-291-4777 Arbela Security Manager Arbelaâ&#x20AC;&#x2122;s Security Manager radically simpliďŹ es managing and auditing security, and enables you to concentrate more on your investment in Dynamics AX rather than spending countless hours securing it. V2009 and V2012.

Shipping/Manifesting Blue Moon Industries http://www.bluemoonisv.com â&#x20AC;˘ 401-276-9000 Pack and Ship, powered by ShipRush Provides improved workďŹ&#x201A;ow for your packing station and seamless integration for UPS, FedEx and USPS. Powered by ShipRush (by Z-Firm), this module provides a rich, common user interface across all three carriers.

ChargeLogic http://www.chargelogic.com â&#x20AC;˘ 877-292-2520 NEW: ChargeLogic Shipping Intelligent, easy shipping for NAV. Accurate rate quotes and tracking. Lanham Associates http://www.lanhamassoc.com 678-379-4200 ext. 105 E-Ship Shipping from sales order through manifest. Package carriers available.

Northlake Partners http://www.TheNorthlakePartners.com 425-773-9606 BluWare - Logistics Management Schedule 'loads', keep delivery info, & track performance for Fleet, TL, & LTL shipments. Assign orders to loads & update them w/BOL, Waybill, & other ship info. Print shipping paperwork by load or single order.

V-Technologies, LLC http://www.vtechnologies.com â&#x20AC;˘ 800-462-4016 StarShip Shipping Software Dynamics GP shipping for small parcel and LTL. Now integrates with PanatrackerGP, TrueCommerce and RedTail to provide an end-to-end solution.

Fastpath Solutions, Inc http://www.gofastpath.com 515-276-1779 ext. 410 Fastpath Audit Trail An agile auditing tool that records changes to all Dynamics databases for easy analysis and reporting. You can know what changed, who changed it and the before and after values. Real information, real results. Fastpath Solutions, Inc http://www.gofastpath.com 515-276-1779 ext. 410 Fastpath ConďŹ g AD - Active Directory integration tool Simplify Dynamics GP, AX or CRM user provisioning with Active Directory. Single interface for managing Dynamics users improving security, saving time and money. GP solution oďŹ&#x20AC;ers Single Sign on functionality. KTL Solutions, Inc. http://www.ktlsolutions.com â&#x20AC;˘ 866-960-0001 KTL PR Security Allows you to restrict access to employee info based oďŹ&#x20AC; of user ID.

Navision

Solomon

V-Technologies, LLC http://www.shipgear.com â&#x20AC;˘ 800-462-4016 ShipGear for UPS WorldShip and FedEx Ship Manager Access Dynamics GP sales transactions within UPS WorldShip and/or FedEx Ship Manager and automatically update freight charges and tracking info.

Supply Chain Management

Arbela Technologies http://www.arbelatech.com â&#x20AC;˘ 949-291-4777 Arbela Technologies With over 200 years of cumulative ERP experience, we have conďŹ gured and tailored Dynamics AX to ďŹ t the speciďŹ c needs of various industries without signiďŹ cant customizations. Gain from Our Experience.

Arkieva http://www.arkieva.com â&#x20AC;˘ 302-738-9215 (APS) Advanced Planning and Scheduling An integrated solution set that fully supports an organizationâ&#x20AC;&#x2122;s Sales and Operations Planning needs. Modules include Demand & Supply Planner, S&OP, Single & Multi-Echelon Inventory Analyzer and Finite Scheduler. Armanino http://www.amllp.com/microsoft-dynamics 925-790-2600 Armanino A Gold CertiďŹ ed ERP/CRM Partner, we provide award-winning implementation and support for Dynamics to meet your industry-speciďŹ c needs. ASC Software http://www.ascsoftware.com â&#x20AC;˘ 937-429-1428 ASCTrac Award winning, scalable, Warehouse Management Solutions (WMS) designed to support the demanding requirements of Distribution, Manufacturing and 3PL operations, covering the entire Supply Chain cycle.

Blue Horseshoe http://www.supplychaindynamicsax.com 317-573-2583 Supply Chain Suite for Dynamics AX Unlike other solutions, Supply Chain Suite embeds industry-speciďŹ c functionality directly into the business layer of Dynamic AXâ&#x20AC;&#x2122;s architecture. Increase revenue, proďŹ t margins and asset utilization.

Data Masons Software

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

http://www.datamasons.com â&#x20AC;˘ 866-575-1631 Vantage Point EDI for Dynamics Data Masons helps companies leverage EDI into a competitive advantage by providing tight integration with Dynamics, without customizations.

http://www.aimcom.com â&#x20AC;˘ 586-439-0300 AIM Vision Synchronize EDI, material requirements, lead times & supplier purchases.

Customer Relationship Management

Retail Management System

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HORIZONTAL

m-hance Inc http://www.m-hance.com/software-usa/ telesales-m-hancements/ â&#x20AC;˘ 617-401-3341 NEW: Sales Connect Puts key sales information about products and availability at the ďŹ ngertips of your sales person whilst in the ďŹ eld - provided on mobile and tablet.

KEY:

m-hance Inc http://www.m-hance.com/software-usa/ telesales-m-hancements/ â&#x20AC;˘ 617-401-3341 NEW: Telesales m-hancements - Linked Item Selling Please see our website for more details.


Demand Solutions http://www.demandsolutions.com 800-886-3737 Demand Solutions Demand Solutions oďŹ&#x20AC;ers aďŹ&#x20AC;ordable, easy-to-use tools for manufacturers and distributors who want to increase forecast accuracy, improve customer service levels and reduce overall inventory to maximize proďŹ ts. Junction Solutions http://www.junctionsolutions.com/productssolutions/junctionfb-food-beverage/ 303-327-8800 JunctionFB for Food & Beverage Manufacturers A â&#x20AC;&#x153;Field to Forkâ&#x20AC;? solution set built into Microsoft Dynamics AX, providing 360-degree visibility of the entire value chain, available on-premise or on-demand.

HORIZONTAL

Lanham Associates http://www.lanhamassoc.com 678-379-4200 ext. 105 Supply Chain Solutions High quality Supply Chain solutions built inside NAV: Shipping, Forecasting/ Replenishment, WMS & EDI Compliance. More than 2000 companies live. Panatrack, Inc. http://www.panatrack.com â&#x20AC;˘ 262-361-4950 PanatrackerGP Inventory Management Add an integrated bar code solution and turn GP into your WMS for inventory management. Any easy to install solution with robust features. RockySoft http://www.RockySoft.com 970-493-0868 ext. 105 Inventory Management and Supply Chain Planning Pack Light Supply Chain Mgmt SuiteForecasting, Inventory Mgmt, Purchase Order Planning, Vendor Lead Time Mgmt, Retail Store Planning and S&OP.

Encore Business Solutions http://www.encorebusiness.com 888-898-4330 ext. 336 Advanced SmartList Enhanced analysis of SmartList data. Ad-hoc reports & queries on the ďŹ&#x201A;y. Sort, ďŹ lter & re-order columns easily. Sum groups of info fast. Isis, Inc. http://www.isissoftware.com/enha/isis_sl_ expanded_master_info.aspx â&#x20AC;˘ 804-762-4200 Expanded Master Information Easily add more user ďŹ elds for Vendors, Customers, Employees, Inventory, & Projects. Isis, Inc. http://www.isissoftware.com/enha/ isis_sl_apar_refunds.aspx â&#x20AC;˘ 804-762-4200 AP-AR Refunds Save time by generating refunds between Accounts Payable and Accounts Receivable or bring balances to zero. Isis, Inc. http://www.isissoftware.com/enha/ isis_sl_ar_collections.aspx â&#x20AC;˘ 804-762-4200 AR Collections Automate your AR Collections securely and track all history. Track and report your collectors work. Scales from 1 collector to 1000's. Isis, Inc. http://www.isissoftware.com/enha/ isis_sl_cash_basis.aspx â&#x20AC;˘ 804-762-4200 Cash Basis Accounting Report Financial GL data on both the Accrual Basis and Cash Basis.

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

Tax

System Enhancement AIM Technologies http://www.aim-technologies.com 888-234-0428 DataSpy Provides information on tables updated and modiďŹ ed during the processing of transactions to speed customization and report development. Works with third-party modules.

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

KEY:

68

Axapta

Great Plains

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

Sierra Workforce Solutions Kamp-Data, Inc. http://www.kampdata.com â&#x20AC;˘ 702-948-6554 KampData TaxEngine Manage & report nationwide sales & use taxes from any application.

Trade Promotion Management Kamp-Data, Inc. http://www.kampdata.com â&#x20AC;˘ 702-948-6554 DynamicZip Manage & report nationwide sales and use taxes from within GP.

Time and Attendance

WINTER 2014 | THEPARTNERCHANNEL.COM

Solomon

Flintfox International Limited http://www.ďŹ&#x201A;intfox.com â&#x20AC;˘ 404-245-5116 TPM for Dynamics Suite Integrating Trade Promotion Management processes into Dynamics. Sell-side and Buy-side, advanced pricing, planning and execution of deals, promotions, rebates and fees, plus settlement (deductions, claims, payments). Total Dynamics Solutions, LLC

Business Computers Software, Inc. http://www.business-computers.com 303-494-9390 Time Matrix Time Matrix is a Time Clock for Dynamics GP. It can integrate with PR, HR, RM, SOP, PA, Manf, WennSoft or Horizons. It can use a touch screen monitor, magnetic card reader, bar code scanner or ďŹ nger print reader. Joesoftware Inc. http://www.joesoftware.com â&#x20AC;˘ 780-990-0220 Penny Web-based timesheets, employee/ manager self-service for CAD payroll. JOVACO Solutions Inc. http://www.jovaco.com 888-988-3535 ext. 122 JOVACO Project Suite Project accounting for professional service ďŹ rms to manage projects through web-based time & expense and resource mgmt modules. Top features: extensive reporting, multi-company & interdepartmental capabilities.

Kronos Incorporated http://www.kronos.com â&#x20AC;˘ 800-225-1561 Workforce CentralÂŽ Suite Seamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources and ďŹ nancial processes.

Greenshades Software http://www.Greenshades.com 888-255-3815 ext. 2 Greenshades Payroll Tax Service Our Tax Service is the easiest way to ďŹ le and pay your payroll taxes.

Navision

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

Customer Relationship Management

Retail Management System

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

Workflow / Notifications Alba Spectrum Corporation http://www.albaspectrum.com â&#x20AC;˘ 773-384-9264 Alba360 Advanced WorkďŹ&#x201A;ow Incl. web-based Visual Designer, rules engine, simple doc mgmt., web-based data entry and workďŹ&#x201A;ow manager. Very customizable, integrated with GP, Apple, Android and link to other apps. Call re Proof of Concept oďŹ&#x20AC;er. Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workďŹ&#x201A;ow, output & archive w/doc-link, Doc. Mgmt. for Dynamics. Datahaven for Dynamics http://www.datahaven4dynamics.com 757-222-2000 Datahaven for Dynamics Datahaven is the only scanning, OCR, and workďŹ&#x201A;ow solution natively embeddedâ&#x20AC;&#x201D;not simply integratedâ&#x20AC;&#x201D;throughout the Microsoft Dynamics user experience and available to non-Dynamics users from Microsoft Outlook. DynamicPoint http://www.dynamicpoint.com â&#x20AC;˘ 562-726-4396 SharePoint WorkďŹ&#x201A;ow Solutions that Integrate with Microsoft Dynamics Custom SharePoint workďŹ&#x201A;ows integrated with Dynamics GP, NAV and CRM.

Point of Sale


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

MaxxVault LLC http://www.maxxvault.com/ MaxxDynamics.html â&#x20AC;˘ 516-880-6800 NEW: MaxxVault MaxxDynamics, from MaxxVault LLC, provides a direct link between Microsoft Dynamics GP, AX, SL and NAV ERP systems and the MaxxVault document management repository. Integrated document management and workďŹ&#x201A;ow.

http://www.metaviewer.com â&#x20AC;˘ 507-286-9232 MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solutions by adding integrated scanning, OCR, eInvoicing, workďŹ&#x201A;ow, and AP/AR Automation.

Integrity Data http://www.u-linc.com 217-732-3737 ext. 0203 U-LINCÂŽ, Powered By Integrity Data WorkďŹ&#x201A;ow and notiďŹ cations anytime, anywhere in Microsoft Dynamics. Works seamlessly within and across your existing system, is ďŹ&#x201A;exible and easy to use, improving organizational performance.

PaperSavePro http://www.PaperSavePro.com â&#x20AC;˘ 877-727-3799 PaperSavePro PaperSaveProâ&#x201E;˘ is a CertiďŹ ed for Microsoft Dynamics document management and electronic workďŹ&#x201A;ow solution that eliminates inherent risks and ineďŹ&#x192;ciencies associated with paper.

Services .NET Development Alba Spectrum Corporation http://www.albaspectrum.com â&#x20AC;˘ 773-384-9264 Alba Spectrum Corporation We specialize in Customization and Integration solutions for Dynamics GP using Dexterity, .NET based & the Alba360 Advanced WorkďŹ&#x201A;ow system. Isis, Inc. http://www.isisinc.com â&#x20AC;˘ 804-762-4200 Isis .NET Development Isis provides cost eďŹ&#x20AC;ective outsourced .NET development (C#, VB.NET, ASP.NET, C++) to our partners and customers worldwide at reduced rates as low as $20 per hour depending on project size and skill set required! KTL Solutions, Inc. http://www.ktlsolutions.com â&#x20AC;˘ 866-960-0001 Development - Microsoft Dynamics GP/CRM/xRM 15 yrs developing GP customizations (Dexterity, .Net), Source Code Developers, Experts with CRM/xRM as a platform creating customized experiences. Sub-contractor rates to other resellers.

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

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

Njevity, Inc. http://www.njevitytogo.com/partner 720-870-9700 NjevityToGo White Label â&#x20AC;&#x153;Cloud Business in a Boxâ&#x201E;˘â&#x20AC;? Cloud & Hosting Services for Dynamics Partners Donâ&#x20AC;&#x2122;t sell THEIR ERP Cloud, sell YOUR ERP Cloud, YOUR Brand. With our Cloud Services Programâ&#x20AC;&#x201D;YOU own the customer, YOU handle the billing, YOU make BIG $ for the entire contract. WE make YOU look like a Cloud Expert!

Great Plains

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

Closing Sales

InsideView http://www.insideview.com/microsoft 415-728-9300 InsideView InsideView: 2013 CODiEâ&#x201E;˘ for Best Sales & Marketing Intelligence Solution.

Navision

Solomon

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

Customer Relationship Management

Retail Management System

Data Resolution, LLC http://www.dataresolution.net â&#x20AC;˘ 877-878-9108 ERP Clouds Data Resolution is dedicated to delivering private ERP cloud services branded as the partners brand. We keep all of our cloud customers optimized & working 24 hours a day, worldwide for the last 11 years.

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

MaxxVault LLC http://www.maxxvault.com/ MaxxDynamics.html â&#x20AC;˘ 516-880-6800 NEW: MaxxVault MaxxDynamics, from MaxxVault LLC, provides a direct link between Microsoft Dynamics GP, AX, SL and NAV ERP systems and the MaxxVault document management repository. Integrated document management and workďŹ&#x201A;ow.

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SERVICES

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

Business Portal Development

Cloud Computing

Rose Business Solutions, Inc

KEY:

WatServ http://www.watserv.com 866-531-2598 ext. 2311 Hosting and Cloud Computing for Microsoft Dynamics ERP and CRM WatServ is one of North America's largest, most experienced providers of Cloud Computing services for Dynamics AX, Nav, GP, SL & CRM.


Custom Development

Njevity, Inc. http://www.njevitytogo.com/partner 720-870-9700 NjevityToGo White Label â&#x20AC;&#x153;Cloud Business in a Boxâ&#x201E;˘â&#x20AC;? Cloud & Hosting Services for Dynamics Partners Donâ&#x20AC;&#x2122;t sell THEIR ERP Cloud, sell YOUR ERP Cloud, YOUR Brand. With our Cloud Services Programâ&#x20AC;&#x201D;YOU own the customer, YOU handle the billing, YOU make BIG $ for the entire contract. WE make YOU look like a Cloud Expert!

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

Rose Business Solutions, Inc http://www.mygpcloud.com â&#x20AC;˘ 888-794-9401 MyGPcloud myGPcloud is the ďŹ rst on-demand Microsoft Dynamics GP application. Free 30 day trial that can be set up in less than 5 minutes. Start a trial for your prospect or send them to our site and begin your trial today!

SMB Suite http://www.smbsuite.com â&#x20AC;˘ 888-525-6398 NEW: SMB Suite Grow smarter with SMB Suiteâ&#x20AC;&#x2122;s fullyintegrated Microsoft Cloud ERP, CRM, and eCommerce solutions for small and mid-sized businesses.

SERVICES

Tribridge http://www.concertocloud.com â&#x20AC;˘ 877-977-8458 Tribridge Concerto Cloud Services Concerto Cloud oďŹ&#x20AC;ers Dynamics Solutions as a Service in a private cloud environment. Subscription pricing, dedicated resources, no shared components, and a complete solution customized to ďŹ t unique needs.

WatServ http://www.watserv.com 866-531-2598 ext. 2311 Hosting and Cloud Computing for Microsoft Dynamics ERP and CRM WatServ is one of North America's largest, most experienced providers of Cloud Computing services for Dynamics AX, Nav, GP, SL & CRM.

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Axapta

Great Plains

Alba Spectrum Corporation http://www.albaspectrum.com â&#x20AC;˘ 773-384-9264 Alba Spectrum Corporation We specialize in Customization and Integration solutions for Dynamics GP using Dexterity, .NET based & the Alba360 Advanced WorkďŹ&#x201A;ow system. Blue Moon Industries http://www.bluemoonisv.com â&#x20AC;˘ 401-276-9000 Custom Development Services Fixed prices & over 10 years of experience in custom development work.

Isis, Inc. http://www.isisinc.com â&#x20AC;˘ 804-762-4200 Isis Custom Development Isis provides cost eďŹ&#x20AC;ective outsourced custom development (C#, VB.NET, ASP. NET, C++) to our partners and customers worldwide at reduced rates as low as $20 per hour depending on project size and skill set required! KTL Solutions, Inc. http://www.ktlsolutions.com â&#x20AC;˘ 866-960-0001 Custom Development We are a certiďŹ ed .Net and Dexterity development group with over 15 years experience. Provide us with your requirements for a free estimate. Sierra Workforce Solutions http://www.sierraws.com â&#x20AC;˘ 800-822-0973 Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data integration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service. WilloWare, Inc. http://www.willoware.com 888-339-4556 ext. 2 WilloWare Custom Development Fixed bid customization developed to the same high standards as our popular ISV products, including on-line help and detailed documentation.

Data Services

D&B (Dun & Bradstreet) http://www.dnb.com/crmug â&#x20AC;˘ 952-393-3773 D&B360 for Microsoft Dynamics D&B360 integrates with Dynamics CRM, giving users access to continually updated business data on 215M+ companies and 100M+ professional contacts, and includes real-time feeds from LinkedIn, Twitter, and others.

Navision

WINTER 2014 | THEPARTNERCHANNEL.COM

Solomon

Demand Generation

HR & Payroll Implementation & Consulting

D&B (Dun & Bradstreet) http://www.dnb.com/crmug â&#x20AC;˘ 952-393-3773 D&B360 for Microsoft Dynamics D&B360 integrates with Dynamics CRM, giving users access to continually updated business data on 215M+ companies and 100M+ professional contacts, and includes real-time feeds from LinkedIn, Twitter, and others.

Integrity Data http://www.integrity-data.com 217-732-3737 ext. 0203 HR & Payroll Enhancements for Dynamics GP We can implement the entire GP solution or only certain components. We also oďŹ&#x20AC;er a variety of customization and training services.

Dexterity Development

Sierra Workforce Solutions

Alba Spectrum Corporation http://www.albaspectrum.com â&#x20AC;˘ 773-384-9264 Alba Spectrum Corporation We specialize in Customization and Integration solutions for Dynamics GP using Dexterity, .NET based & the Alba360 Advanced WorkďŹ&#x201A;ow system.

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

Implementation Services Business Computers Software, Inc. http://www.business-computers.com 303-494-9390 Time Matrix Time Matrix is a Time Clock for Dynamics GP. It can integrate with PR, HR, RM, SOP, PA, Manf, WennSoft or Horizons. It can use a touch screen monitor, magnetic card reader, bar code scanner or ďŹ nger print reader.

Armanino http://www.amllp.com/microsoft-dynamics 925-790-2600 Armanino A Gold CertiďŹ ed ERP/CRM Partner, we provide award-winning implementation and support for Dynamics to meet your industry-speciďŹ c needs.

DexPros http://www.dexpros.com â&#x20AC;˘ 623-535-9216 Microsoft Dynamics GP Development Professionally designed & developed enhancements/integrations/upgrades and support by experienced Dexterity/ SQL/.NET/VB developers.

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

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

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

Managed Services

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

Customer Relationship Management

Retail Management System

Sierra Workforce Solutions

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

Point of Sale


OnDemand Trials

Market Research D&B (Dun & Bradstreet) http://www.dnb.com/crmug â&#x20AC;˘ 952-393-3773 D&B360 for Microsoft Dynamics D&B360 integrates with Dynamics CRM, giving users access to continually updated business data on 215M+ companies and 100M+ professional contacts, and includes real-time feeds from LinkedIn, Twitter, and others.

Marketing Planning & Services Looking Glass Marketing http://www.lookingglassmarketing.com 614-453-5927 Cost-eďŹ&#x20AC;ective Marketing Solutions for Microsoft Dynamics Partners Award-winning outsourced marketing services including lead generation, nurture marketing, email marketing, web design/SEO, content development.

Rose Business Solutions, Inc

Social Media

http://www.goERPcloud.com â&#x20AC;˘ 855-ERP-CLOUD ERP Cloud Trials Test drive preconďŹ gured Microsoft Dynamics AX, GP, NAV, and CRM demo environments with integrated ISV solutions built for the web. goERPcloud trials help users understand the power of Dynamics and the cloud.

The Partner Marketing Group

Partner Support Service

Plumbline Consulting, LLC.

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

http://www.PlumblineConsulting.com 419-581-2300 Partner Support Services Leverage our Partner Support Services, including Support, Custom Development & Implementation Assistance to expand your oďŹ&#x20AC;erings. 25+ yrs.

Sales Tax Management Service

Avalara, Inc.

http://www.tornado-marketing.com 608-213-0377 Marketing Consulting Tornado Marketing oďŹ&#x20AC;ers high-impact, highly eďŹ&#x20AC;ective marketing consulting. 10+ years in the channel. Websites. SEO. Copywriting.

Member Organizations

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

http://www.thepartnermarketinggroup.com 732-237-8795 ButterďŹ&#x201A;y Publisher Join Dynamics partners on ButterďŹ&#x201A;y, a publishing & lead capture platform that makes your social, blog & newsletter marketing more eďŹ&#x20AC;ective!

Software Development Consulting Isis, Inc. http://www.isisinc.com â&#x20AC;˘ 804-762-4200 Isis Consulting Isis provides cost eďŹ&#x20AC;ective outsourced software consulting to design, build, & test the software your clients need worldwide at reduced rates as low as $20 per hour depending on project size and skill set required! KTL Solutions, Inc. http://www.ktlsolutions.com â&#x20AC;˘ 866-960-0001 Development - Microsoft Dynamics GP/CRM/xRM 15 yrs developing GP customizations (Dexterity, .Net), Source Code Developers, Experts with CRM/xRM as a platform creating customized experiences. Sub-contractor rates to other resellers.

Training

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

Dynamic Communities

SharePoint Development

http://www.dynamiccommunities.com 877-324-8880 Microsoft Dynamics User Groups - AXUG, CRMUG, GPUG, NAVUG The User Groups are independent communities that empower Microsoft Dynamics users to connect, learn and share experiences to improve their use of and ROI on their solution. User & Partner memberships are available.

Armanino http://www.amllp.com/microsoft-dynamics 925-790-2600 Armanino A Gold CertiďŹ ed ERP/CRM Partner, we provide award-winning implementation and support for Dynamics to meet your industry-speciďŹ c needs.

Upgrades Armanino http://www.amllp.com/microsoft-dynamics 925-790-2600 Armanino A Gold CertiďŹ ed ERP/CRM Partner, we provide award-winning implementation and support for Dynamics to meet your industry-speciďŹ c needs.

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

Writing/Documentation Services All Abuzz, LLC http://www.allabuzz.net â&#x20AC;˘ 303-956-9677 All Abuzz Business Writing & Marketing Sales Literature, Web Content & Consulting. Bring in new business with powerful, eďŹ&#x20AC;ective, copy. Together, we'll make your words work! The Partner Marketing Group http://www.thepartnermarketinggroup.com 605-574-9432 Blogs, Case Studies, Infographics, Websites Use 'content marketing' to build your brand and drive prospects into your sales pipeline.

Accolade Publications, Inc. http://www.accoladepublications.com 321-206-4690 Training Manuals User and Training Manuals for MS Dynamics GP, AX, SL, NAV, and CRM. Professionally Written--User Readable from Your Dynamics Education Experts. Martin & Associates http://www.martinandassoc.com 513-772-7284 ext. 118 GP, CRM, and Management Reporter Training Hands on training at our Cincinnati location. GP classes include Financials & Supply Chain. CRM classes are Sales Management & Marketing Automation. We also oďŹ&#x20AC;er Management Reporter classes. See website for details.

SERVICES

KEY:

Axapta

Great Plains

Navision

Solomon

Customer Relationship Management

Retail Management System

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

KEY:

72

Axapta

Great Plains

Navision

WINTER 2014 | THEPARTNERCHANNEL.COM

Solomon

Customer Relationship Management

Search by company name, keyword, or filter by Microsoft Dynamics product line to find the products you need.

Retail Management System

Point of Sale


WINTER 2014 ISSUE RECAP ARTICLE RECAP We hope you benefit from each and every issue of The Partner Channel Magazine. Here are just a few key takeaways from the leadership, sales, and marketing content within this issue…enjoy!

WHAT DO YOU THINK? We feature regular polls on www.thepartnerchannel.com. Visit us online and weigh in!

LEADERSHIP

» If you have 50 employees and each employee wastes 22 hours a week, then in a 50-week year (excluding two weeks of vacation time), each employee wastes 1,100 hours per year. That is 55,000 hours a year. If you pay your employees an average of $50,000 a year or $25 per hour, that is $1,375,000 of unproductive payroll cost. What could you do with an extra million this year? (from “You Only Get Three Meetings This Week...Use Them Wisely!”, page 28)

» The only way to stop the glut of meetings is for each of us to take action. When you realize you’re in a meeting that doesn’t have a clear objective or is comprised of too many or not the right people, you need to say something…and then politely exit. When you get meeting requests that you can’t fit into your days or weeks without multi-tasking, you need to politely decline. Every time you’re drafting a meeting invitation, you need to review the guidelines above, and then happily delete it without saving or sending. (from “Is the Best Meeting a Cancelled Meeting”, page 40)

SALES

» It is my practice to let deals close naturally and at their own pace. Forcing deals to close early with artificial sales incentives steals money from yourself that you can never recover. How much money do we steal from the ERP ecosystem on an annual basis like this? I bet it is a big number. (from “The Bagel Call”, page 16)

» Have the guts to INTERRUPT even if you’re talking over that person for a good minute, and always have a backup option for MUTING attendees or remember to mute your own phone when on calls with more than one other person. (from “Meetings: the Good, the Bad, the Ugly”, page 32)

MARKETING

» Every external PowerPoint delivered by your company – via webinars or events, or as proposals or credentials – is a direct reflection on your company and your brand. (from “Marketing to the Rescue”, page 20)

» “The easiest way to get what you want is by helping people get what they want.” - Dan Kennedy (from “Inspired Marketing”, page 34)

AD & LIST DEADLINES Please make note of the following deadlines for the Spring 2014 issue: » Magazine Ad Deadline: January 20 News Submission Deadline: January 20 The List Will be Open for Edits: December 2-20 Contact Jane Olson at Jane@thepartnerchannel.com if you want in!

ON THE COVER There are eight super evil references on this issue’s cover graphic, masterminded by illustrator John Holland. Can you figure them out? Email your guesses (as many as you can muster!) to Jenny Davis at Jenny@thepartnerchannel.com for a chance to win a Starbucks gift card. Each entry with at least two guesses is a winner, because A) We love to see who reads this section, and B) You took the time, you get a reward.

CELEBRATING BABIES IN THE PARTNER COMMUNITY

HAVE A COMMUNITY SERVICE STORY TO SHARE?

It was a baby-filled fall for 50% of the team at The Partner Channel. » Congratulations to Jasmine McNellis and her husband, Sean, on the birth of their second child, Shannon. » Congrats also to Bethany Foyt and her husband, Eric, on the birth of their second daughter, Madilynn. » Are you expecting a new addition to your family? Please let us know as we have a special gift for new babies in the Partner community. Email your special news to Bethany Foyt at Bethany@thepartnerchannel.com. (She’ll be in touch when she’s back from maternity leave.)

Our Spring 2014 issue will feature an article on the good work Partners are doing in their communities. If you have a service story or additional ideas for human interest stories exemplifying the “dynamic” people in our line of business, please drop Jenny Davis a line at Jenny@thepartnerchannel.com.

THEPARTNERCHANNEL.COM | WINTER 2014

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WINTER 2014 ISSUE RECAP THANK YOU FOR YOUR ELOQUENT WORDS! Wolfgang Wolf, NAVAX Consulting GmbH 1045 Broadway, Fargo ND 58102 www.thepartnerchannel.com | 701-526-3454

“The Partner Channel Magazine is very cool. I read it thoroughly every time; great content and really great design of the content!”

WHY SHOULD YOU TAKE A SECOND LOOK AT TPC MEMBERSHIP? CONNECTIONS: With everything The Partner Channel provides, connections are the ultimate result…

Janice Taylor, Jet Reports Canada Inc. “I love your website. It’s fresh. It’s fun. It’s interesting. It’s just got that little extra kick

» Free additional magazine copies connect your office. » Monthly Member conference calls provide valuable tips/

that makes it appealing.”

tricks for Partners in the channel, connecting you with invaluable resources. » Monthly e-Newsletters connect you with relevant, educational, and timely news that affects your business. » Use of the Member logo connects you to other Members of The Partner Channel.

See YOUR name in print by telling us what you think about The Partner Channel Magazine, The List, or The Partner Channel

Sign up for just $300 a year and make the CONNECTIONS that matter to your business!

MEMBER STAY UP TO DATE WITH TPC! Facebook /ThePartnerChannel

Linkedin /company/the-partner-channel

Twitter /partnerchannel

in general! Email your words to Bethany Foyt at Bethany@thepartnerchannel.com.

The List Mobile Get your hands on

The List to go! Find the right Microsoft Dynamics solutions in seconds. Keep an up-to-date list of Microsoft Dynamics products and services in your pocket. www.thelistmobile.com

FALL 2013

www.thepartnerchannel.com

The One About

UPGRADES

]]

Celebrating Our

10TH YEAR

FOCUSING ON YOUR BUSINESS, THOUGHTS, AND SKILLS

in Publication!

]

]

Celebrating

PARNERS

2013 MICROSOFT DYNAMICS PARTNER RECOGNITION

INTERVIEW WITH

Neil Holloway FEATURE:

Allin theFamily

Magazine

PART 2

www.thepartnerchannel.com/magazine 74

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