the partner channel magazine summer 2014
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SUMMER 2014www.thepartnerchannel.com
Cooking up
What Got You
Won’t Get You
Failure to
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contents
A publication dedicated to building a community for Partners
IN EVERY ISSUE
9Contributors
Helping You Find Your Plan B
11Tapping Your Inner Genius
12News
What’s Shakin’
15Events
Save October 13-14 for
The Partner Connections Event!
47Advertiser Index
Find the Solutions You Need:
Part 1
48Members Only Corner
Blue Moon Industries
49The List
Find the Solutions You Need:
Part 2
® Magazine
FEATURES
25Word-A-Ganza
28Next Generation Players:
Energizing the
Microsoft Dynamics Channel
34ISV Profile
Plumbline Consulting LLC
36Introducing…
The Genius Series
41TPC Caption Contest
and Results
46Logo Contest
THEPARTNERCHANNEL.COM | SUMMER 2014 5
DEPARTMENTSLeadership
16Business is a Gamble
26Don’t Think, Just Write.
Then Act.
38What Got You Here
Won’t Get You There
Sales
18Failure to Scale
Marketing
22The Two Marketing
Mistakes You’ll Probably
Never Make
30Marketing Contingency
Planning
42Stop Worrying
About Plan B
The Partner Channel® MagazineSummer 2014
PublisherTPC Publishing
Editor-in-ChiefJenny Davis
Copy EditorKate Mund
WritersBethany Foyt
Jasmine McNellis
Jenny Davis
Contributing WritersAdrianne Machina
Bonnie Robertson
Cheryl Strege
Jennifer Culbertson
Pam McGee
Peter Joeckel
Tracy Faleide
Art DirectorShawn Olson
Contributing ArtistsDave Swang
John Holland
Matt Mastrud
Ryan Fritz
Seth Rexilius
Advertisement SalesJane Olson
Membership Program ManagerJasmine McNellis
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
[email protected]. If you wish to
add names, the same directions apply.
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 ©2014, and
all articles herein are covered by this
copyright. All rights are reserved. Any use of
the content for commercial reasons or any
other form of reproduction of material herein
is strictly prohibited without prior written
approval of The Partner Channel, Inc.
Most articles are submitted by independent
industry professionals; therefore their views
and opinions may not be those of the
publishers. Inasmuch, TPC Publishing cannot
be held responsible for any or all comments or
information held within those articles.
This publication is printed in the U.S.A. by
Forum Communications Printing.
SUMMER 2014www.thepartnerchannel.com
On the CoverCupcakes go way, way back. The first mention of the
cupcake can be traced as far back as 1796, when a recipe
notation of “a cake to be baked in small cups” was written
in American Cookery by Amelia Simmons. The earliest
documentation of the term cupcake was in Seventy-five
Recipes for Pastry, Cakes, and Sweetmeats in 1828 in
Eliza Leslie’s cookbook. I wonder if these ladies could have
even imagined that a handful of television shows would be
devoted to their sweet treats today.
Cover illustration by Matt Mastrud for The Partner Channel ®.
This label only applies to the text stock.
Ah, the best laid plans. Don’t you just love it when you come up with a completely amazing
idea for your expo booth/sales calls/marketing campaigns/team management, and then
it completely tanks?
This issue is devoted to Plan B, particularly how to recognize that you need it and when
to deploy it. In addition to this insightful content from our contributors, you’ll find an
article about the “next generation” of the Microsoft Dynamics Partner channel (page 28).
Our esteemed channel has been filled with great accomplishments and fabulous leaders over the years,
and these up-and-coming individuals are carrying that torch forward in a fantastic way. We also have
special news to share about an upcoming program for those emerging leaders (check out pages 11 and 36).
Thank you to the advertisers, participants in The List, and contributors for sticking with us as we enter
our 11th year in production. Time flies! A particularly large thank you to my team this quarter as I was on
maternity leave for the majority of this issue’s production. I’m grateful to be surrounded by such wonderful
people.
As a final note…don’t beat yourself up for needing Plan B. Everybody needs one now and then. The
greater failure would be not recognizing that you need to make a change.
Jenny Davis
president of The Partner Channel
NOTES
The One About Plan B
from The Partner ChannelEmail: [email protected]
Twitter: partnerchannel
Facebook: ThePartnerChannel
LinkedIn: company/the-partner-channel
THEPARTNERCHANNEL.COM | SUMMER 2014 7
Pitch the paper clips.
Go beyond the electronic file cabinet and experience the amazing efficiencies of Paperless ERP from MetaViewer. From AP to AR and HR to the CFO—everyone can share in the benefits of 100% paperless transactions. MetaViewer gives you paperless invoice and order capture with OCR, automated workflow, real-time visibility and full Microsoft Dynamics® ERP integration. In Paperless ERP, nothing compares to MetaViewer. So pitch the paper clips and visit www.metaviewer.com/for-Microsoft-Dynamics.
PAM MCGEE
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.
Email: [email protected]
PETER JOECKEL
PETER JOECKEL HAS BEEN A LEADER IN MID-MARKET ERP SINCE 1986 when his
company installed some of the first network-based manufacturing systems in the
country. As a business owner, Peter built and eventually sold one of the fastest-growing
and forward-thinking value-added software dealerships in the country. Its success was
fueled by innovative software selection techniques and an outstanding project delivery
team. He sold the organization in 1999 to an e-commerce provider when it had grown
in less than three years from zero to $6 million in annual revenue with more than 300
customers and 45 employees. He has assisted in the selection and implementation of
hundreds of ERP solutions and has been recognized for his ability to match the right
solution for a customer’s needs rather than “pushing boxes of software.” Today, Peter
focuses on helping companies select and implement ERP solutions by using advanced
tools and processes that increase the likelihood of successful projects. His goal is to
continue to improve those tools and processes to build value for customers and provide a
smooth transition from the selection to implementation process.
Email: [email protected]
Twitter: TurnOnDynamics
LinkedIn: Peter Joeckel
Website: www.turnondynamics.com
Blog: blog.TurnOnDynamics.com
CONTRIBUTORS
TRACY FALEIDE
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.
Email: [email protected]
Facebook: Tfaleide
Twitter: Tracyfaleide
LinkedIn: Tracyfaleide
ADRIANNE MACHINA
Email: [email protected]
Facebook: Adrianne.machina
Twitter: Adriannemachina
LinkedIn: Adriannemachina
ADRIANNE MACHINA IS THE CHIEF VELOCITY OFFICER of Tornado Marketing, Inc. and an
Authorized Duct Tape Marketing Coach. A huge Web 2.0 advocate, Adrianne’s marketing
strategies and copywriting service help clients leverage the Web to bring in more leads
and most importantly – more sales! Having worked in the Microsoft Dynamics channel
since 2000, Adrianne provides valuable insight into how to market complex solutions.
BONNIE ROBERTSON
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.
Email: [email protected]
LinkedIn: Bonnierobertson
JENNIFER CULBERTSON
JENNIFER CULBERTSON IS OWNER OF LOOKING GLASS MARKETING and specializes in workng
with Microsoft VARs and ISVs to build and execute marketing strategies that drive results. With her
19 years of marketing experience within the channel, coupled with her understanding of Microsoft
Partner needs, she can help take your marketing to the next level.
Email: [email protected]
Twitter: Jennculbertson
LinkedIn: Jenniferculbertson1
Blog: https://community.dynamics.com/b/
lookingglassmarketing/default.aspx
CHERYL STREGE
CHERYL STREGE KNOWS HOW TO HELP the technology channel achieve marketing brilliance. She
has 25 years of experience to share, including 16 years as a senior marketing manager for Great
Plains Software and Microsoft where she developed turnkey marketing programs and the Inner
Circle program. An accomplished speaker, Cheryl works with leading software publishers, hardware
manufacturers, VARs and ISVs. Cheryl’s relentless passion is one of the many reasons she was
named a Partner Marketing Advisor for Microsoft and why she has been nominated two years running
as one of the most influential people in Microsoft Dynamics. A talented writer and editor, Cheryl
develops marketing plans, manages projects, trains project teams, and finds new sales opportunities.
Email: [email protected]
LinkedIn: Cherylstrege
Twitter: Partnermktgrp
YouTube: www.youtube.com/user/
PartnerMarketingGrp
Blog: https://community.dynamics.com/b/
thepartnermarketinggroup/default.aspx
THEPARTNERCHANNEL.COM | SUMMER 2014 9
HOMEFRONTON THE
Y ou know the feeling when an idea comes to mind
and you love it, absolutely love it, but it takes a
back burner spot because of time and resources?
This is one of those ideas…
Many of you likely have leadership programs
through your local Chamber of Commerce or
other similar organization. These groups’ “students”
meet throughout the “school” year (September through
May) and hear from local entrepreneurs, community leaders, and
professionals. They perform service work as a team and are assigned
homework projects. At the end of their term, they graduate and bring
what they have learned into their personal lives. These groups create
camaraderie between individuals who might not otherwise meet, let
alone learn from or collaborate with each other.
The only downside to these programs, in my opinion, is that the
curriculum doesn’t necessarily apply to the individual’s career.
That’s when the idea that I referred to earlier was born…what if we
had something like this for the Microsoft Dynamics Partner channel?
What if there was a program where you learned from industry
experts alongside peers who are experiencing similar situations
and challenges? What if you were able to experience personal and
professional development that can then be applied directly to what
you do on a daily basis?
Allow me to introduce The Genius Series.
The Genius Series aims to be the type of program that helps you
achieve those objectives outlined above. The Partner Channel will
pull together resources, individuals, and opportunities to help you
tap your inner genius.
At press time (early June 2014), we are fleshing out the details,
but we can tell you right now that The Genius Series will launch in
September 2014 and run through May 2015. A committed group
of individuals will be our first “class”, and the first curriculum will
focus on marketing topics geared toward the “next generation” of our
Partner channel.
Other classes and curriculum, as well as one-off events, will be
developed and designed to help you tap your inner genius.
Want to learn more? Have a friend who might be interested?
Contact me at 701-526-3454 or [email protected] for
more information. You can also visit www.thepartnerchannel.com/
the-genius-series for the latest and greatest.
I’m excited about this new adventure and turning that back burner
idea into one that will hopefully create something wonderful in the
Partner community.
INNER GENIUSTapping Your
story by JENNY DAVIS
What if there was a program
where you learned from
industry experts alongside peers
who are experiencing similar
situations and challenges?
THEPARTNERCHANNEL.COM | SUMMER 2014 11
ChargeLogic, a leading provider of PCI-
compliant solutions for the Microsoft
Dynamics community, has relocated its
corporate headquarters from Towson,
Maryland to Baltimore, Maryland and has
added a software engineer to its team. The
move was prompted by the company’s recent
growth.
Data Masons Software, a leading provider
of integrated EDI and XML solutions for
Microsoft Dynamics customers, announced
that the Dynamics NAV User Group
(NAVUG™) has selected Jon Rivers, Partner
channel manager at Data Masons, to serve
on its board of advisors. The company was
also represented on the NAV Directions 2013
board and increased its level of sponsorship
at the Partner event.
deFacto Global, Inc. is pleased to announce
its “deFacto Goes Vertical” Partner program.
Microsoft Dynamics Partners can significantly
enhance the value and success of their vertical
market strategy by incorporating industry-
aligned versions of deFacto Performance
Management into their solution sets. deFacto
is proven to significantly increase the overall
value of an ERP system and help win deals.
To find out how more, contact Luanne
[email protected] or visit
www.deFactoGlobal.com.
Amy Hannesson has joined DFC Consultants
as an accountant/consultant. Her
responsibilities include inside accounting
and assisting customers with their accounting
needs. Amy spent the previous five years as a
Partner account manager at APAC, a Microsoft
vendor. DFC Consultants is a Microsoft Gold
Certified Partner specializing in Microsoft
Dynamics GP, Microsoft Dynamics CRM,
DFC Property Management, and WennSoft.
Along with software sales and support, DFC
Consultants offers custom programming,
website development, and accounting services.
Continuing its strategy of delivering thought
leadership and exemplary customer service
to enterprise resource planning (ERP) and
CRM customers, Encore Business Solutions
has acquired Canadian-based Microsoft
Dynamics and SYSPRO Partner, Candlewest
Systems. Encore, an established and reputable
NEWS
Microsoft Dynamics Gold Partner and Inner
Circle member, remains focused on serving
the current and emerging requirements of
customers by delivering technology and
business strategy guidance. The Candlewest
acquisition follows Encore’s very successful
acquisition in 2013 of the RSC Group, a former
Vancouver-based Microsoft Dynamics Gold
Partner. The new combined entity, which
serves 600 customers throughout Canada,
represents nearly 100 employees based out of
four office locations in western Canada as well
as several strategically located across Canada.
GenieDB, a leading innovator of distributed
relational database technology, recently
joined the AWS Partner Network (APN)
and announced the immediate availability
of the GenieDB Globally Distributed MySQL-
as-a-Service, its scalable, highly-available
database-as-a-service (DBaaS), on the AWS
Marketplace of Amazon Web Services Inc.
(AWS). With GenieDB Globally Distributed
MySQL-as-a-Service on AWS Marketplace,
it’s now even easier for companies of any size
to take advantage of GenieDB’s automated
platform to build web-scale applications that
gain the benefits of geographical database
distribution (geo-distribution), continuous
availability during regional outages, and
better application response time for globally
distributed users. Headquartered in San
Juan Capistrano, California, GenieDB is
available on AWS Marketplace, HP Cloud, and
Rackspace Cloud Tools Marketplace. Follow
along on Twitter @GenieDB or visit online at
www.GenieDB.com.
Gorilla Expense is pleased to announce two
major updates. The latest update to its mobile
app allows users to submit complete expense
reports from mobile devices (iOS and Android).
The updated integration to Microsoft Dynamics
GP Project Accounting will allow AP/finance
to send T&E expense data to Project Expense
within Microsoft Dynamics GP with the click
of a button, eliminating manual keying of data
into Microsoft Dynamics GP. Gorilla Expense
was also honored to be selected from several
companies by Microsoft at the prestigious
DEMO conference for demonstrating product
innovation. Learn more at www.gorillaexpense.
com.
Halo Business Intelligence (Halo BI), a global
provider of business intelligence software
and solutions, announced the availability of
Halo Source 7.5, an update to its powerful
data extraction, aggregation, and analysis
engine that serves as the core of the Halo
Business Intelligence Platform. Built on top
of industry standard Microsoft SQL Server
technologies, Halo Source provides small and
medium-sized businesses with enterprise level
data mashup, data quality, data warehousing,
and data analysis capabilities. Combined with
Halo Prism, its front-end data visualization
tool, Halo BI provides a holistic business
intelligence platform that empowers better
decision-making across the entire enterprise.
For more information, visit www.halobi.com.
k-eCommerce has increased its involvement
in the channel by becoming a premium Partner
member of AXUG®, GPUG®, and NAVUG.
This gives the company the opportunity to
share eCommerce best practices and bring
industry experience and knowledge to all these
Microsoft Dynamics communities through
User Group local chapter meetings. Contact
Giuseppe at k-eCommerce, Giuseppe.ianni@
k-ecommerce.com, for more information.
nChannel, creator of the cloud-based Multi-
Channel Operations Management platform,
announced the release of its Sage Connector to
help retailers, manufacturers, and distributors
more easily manage their data between Sage
100 and eCommerce, online marketplaces,
point-of-sale, and other business systems.
As commerce continues to shift to the web,
the Sage connector will enable companies
to manage and streamline data processing,
improve productivity, and reduce the cost of
operating multiple sales channels while still
providing a consistent customer shopping
experience. nChannel’s Sage connector
provides the Sage 100 ecosystem (formerly
known as MAS90/200) with a conduit to
the nChannel Any Channel Operations
Management (nCOM) platform, where
users can merchandise items, process orders,
manage inventory, collect customer data,
execute accounting and purchasing activity,
and analyze real-time sales data all from a
single point of access. Visit www.nchannel.
com for more info.
12 SUMMER 2014 | THEPARTNERCHANNEL.COM
Socius, one of three U.S. Microsoft Dynamics
Master VARs, recently announced Micro Force,
a Microsoft Gold Certified Partner based in
New York and Long Island, has been accepted
into its national Sales Affiliate network. The
Microsoft Dynamics Master VAR program
began in 2011, and in that time Socius has
accepted 20 Affiliate organizations into the
program. As a Socius Affiliate, Micro Force
will continue to provide Microsoft products
and service to its customers while gaining
extended support from Socius in areas
such as business development, marketing,
and Microsoft certifications. Learn more at
www.socius1.com/mfi.
Stoneridge Software is pleased to announce
the creation of a Microsoft Dynamics
NAV division. Originally focused on the
implementation and support of Microsoft
Dynamics AX, Stoneridge Software is excited
to offer customers another option in the
Microsoft Dynamics ERP suite of business
solutions. The addition of the Microsoft
Dynamics NAV division includes the hiring
of Sean Solberg and Scott Frappier (principal
consultants), Bob Andrews, Marek Tylko,
and Matt Batalden (senior consultants),
and Laura Lake (senior developer). For
more information or questions, visit www.
stoneridgesoftware.com or contact Leah
Baker at 218-422-7858.
Vertex SMB is excited to announce
TaxCentral, Vertex SMB’s premier sales
and use tax solution that offers small and
medium-sized businesses a proven, accurate,
and simple outsourced solution in a hosted
environment. Vertex SMB’s TaxCentral is a
scalable, single point of entry, end-to-end
cloud-based solution with no upfront costs and
a pay-as-you-go pricing model. Vertex SMB’s
TaxCentral provides deep and accurate tax
rates; configures, calculates, and prepares tax
returns; and manages exemption certificates.
Learn more at www.vertexsmb.com.
ZSL, Inc, a global systems integrator and value
added reseller with more than 16 years of
product and industry experience, launched
its award-winning Oil & Gas Vertical Solution
for Microsoft Dynamics AX at Microsoft
Convergence 2014. The Oil & Gas Vertical
Solution offers powerful and sophisticated
features that seamlessly integrate with
Microsoft Dynamics AX. Microsoft offers
business management solutions that make
it easier for oil and gas companies to deal
with inadequate processes. By providing oil
and gas-specific features built on standard
accounting functionality, Microsoft and ZSL
help enable end-to-end billing and cost-control
processes within one system. To learn more
about ZSL and its solution offerings, visit
www.zsl.com.
THEPARTNERCHANNEL.COM | SUMMER 2014 13
The BEST Partner to Partner Dialogue“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.”
Fresh Ways to Reach Your Prospects and Customers“The sessions helped me come up with ideas on
how to approach our clients on hot topics like BI and the Cloud.”
Product-focused Sales, Leadership, Marketing, Consultant, and Developer Sessions“This event was extremely educational and even
pointed out some areas where we need to do some work.”
Meet us in St. Louis October 13-14, 2014
Early bird pricing ends June 30th!Secure your spot today at www.thepartnerconnectionsevent.com
The Partner Connections Event 2014 is your chance to RECONNECT with partners and friends, GROW your Microsoft Dynamics practice, and LEARN from the best presenters in the Microsoft Dynamics Channel.
EVENTSJUNE
Microsoft Dynamics AX Fast TrAX Developer Class
June 9-27 | Fargo, ND
https://training.partner.microsoft.com
Microsoft Dynamics Fast TrAX Express PilotJune 16-27 | Fargo, ND
https://training.partner.microsoft.com
JULYMicrosoft Worldwide Partner Conference
July 13-17 | Washington, DC
www.digitalwpc.com
Microsoft Dynamics AX Fast TrAX Foundational: Net New Microsoft Dynamics AX Summer Institute
July 14-August 8 | Fargo, ND
https://training.partner.microsoft.com
NAV Directions 2014September 14-16 | San Diego, CA
www.navdirections.com
eXtremeCRM 2014October 5-8 | Las Vegas, NV
www.extremecrm.com
The Partner Connections EventOctober 13-14 | St. Louis, MO
www.thepartnerconnectionsevent.com
AXUG SummitOctober 14-17 | St. Louis, MO
http://axugsummit.com
CRMUG SummitOctober 14-17 | St. Louis, MO
http://crmugsummit.com
GPUG SummitOctober 14-17 | St. Louis, MO
http://gpugsummit.com
NAVUG SummitOctober 14-17 | St. Louis, MO
http://navugsummit.com
Convergence 2014 EuropeNovember 4-6 | Barcelona, Spain
www.microsoft.com/dynamics/convergence
Convergence 2015 AtlantaMarch 16-19 | Atlanta, GA
www.microsoft.com/dynamics/convergence
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.
Convergence is the perfect opportunity to strengthen customer relationships, get onsite advice from Microsoft product experts, close sales, and increase ROI. Discover new ways to stay ahead of your competition by attending the Convergence event that is right for you.
www.microsoft.com/convergence
Experience the benefits of ConvergenceBring your customer relationships to life!
Convergence 2014 Europe Barcelona, Spain4–6 November 2014
Register Now
Convergence 2015Atlanta, GeorgiaMarch 16–19, 2015
Find Out More
THEPARTNERCHANNEL.COM | SUMMER 2014 15
SSSSSAAAAALLLLLEEEEESSSSS MMMMMAAAAARRRRRKKKKKEEEEETTTTTIIIIINNNNNGGGGGG
Upsides and downsides, opportunities and risks. In the
midst of it all are decisions. Invest more? Invest less?
Go to market differently? Pull back? How do we know
when to make changes and when to stay the same? The
uncertainty of it all is both the thrill and the struggle, an
addictive ride for most entrepreneurs. I did not find the
best insights for playing the game of business in one of the endless business
management books of the season, but rather from the song “The Gambler”
by Kenny Rogers.
The ballad tells the story of a traveler meeting a professional gambler who
claims to have “made a life out of reading people’s faces, knowing what their
cards were by the way they held their eyes.” Quickly, the traveler makes a
trade of whiskey for some sage advice.
story by illustration by
BUSINESS IS A
What is the Secret to Surviving?
16 SUMMER 2014 | THEPARTNERCHANNEL.COM
“If you’re gonna play the game, you gotta learn to play it right.”
What is playing it right? In a market with continuous change
and rollercoaster economic conditions, how do you play a business
“right” in order to win? The Gambler states that, “every
hand’s a winner, and every hand’s a loser.” This tells us
that the situation itself – whether it be market conditions,
economic whirlwinds, or changes outside of our control – are
neutral. They are neither negative nor positive. The results of
our business have to do with the actions we choose to take. In short,
The Gambler’s advice is, “know when to hold ’em, know when to fold
’em, know when to walk away, and know when to run.”
Entrepreneurial businesses usually have a list of people, processes,
or products that they should “hold” and those they should “fold”.
Determining what to hold and what to fold starts with the purpose of
our business. Is the purpose of your business about solving a specific
problem, improving business success for an industry, or improving
the lives of people?
Wait a minute! It’s simply about making money, you say? We
cannot discount the importance of profit, but in order to really be in
the game, your purpose has to be more. As The Gambler says, “Never
count your money when you are sitting at the table.”
The purpose of your business will begin to define those potential
customers who will benefit from what you have to offer. In a review of
your current customers, are they ideal for the purpose of your business?
Based upon their situation, can they and will they gain value from what
you offer? Can they or will they fulfill the purpose of your business?
Those that do…“hold ’em”…make it a point to stay close to them,
and take their input as some of the most strategic insight available in
the market. Those that don’t…“fold ’em”…don’t waste precious time,
talent, and product with customers that cannot gain or will not gain
value from what you have to offer. We all have had, and may still
have, those customers that seem to be so much work and effort that
they are a drain on our resources. It may be that their focus is not
aligned with your purpose and true value. It may be the size or the
industry – or the market culture. Not every customer fits, even
with our best efforts. “Know when to walk away and when to
run.” While walking away from a customer or potential
customer seems crazy, the risk of trying to maintain
customers that do not fit will eventually keep us
from maintaining those that do. If doing this
results in zero customers, then you need
to rethink your purpose and your value
proposition. Many entrepreneurs fall in
love with their product and become blind
to the reality of what the customers see
as valuable. Value is in the eye of the
customer. Period.
PEOPLEPeople (beyond our customers), which
includes team members, consultants, advisors,
vendors, Partners – those who have a part in the equation of
bringing value to customers – have significant impact on our ability
to win the game. For most entrepreneurs, this can be extremely
challenging when determining those to “hold” and those to “fold”.
We build relationships with people. Some of these relationships are
charged with emotion, either positive or negative. I have had many
discussions with entrepreneurs that clearly see or will logically agree
about someone in their organization who is not or cannot contribute
to fulfilling the purpose of the business. While the logical decision
is to exit that person, they are emotionally stuck and spend a lot
of energy, money, and time trying to justify, qualify, and convince
themselves that action is not necessary. They hold tight to the fantasy
that magically it will be better tomorrow, and maybe they won’t have
to make the difficult decision. But it rarely gets better, and it usually
gets worse, resulting in higher costs and less winnings.
Businesses of all sizes are continuously in search of great talent
who add to the value for the customer and the business. If we have
people that we need to “fold” out of the business, but we choose to
do nothing, we will struggle to “hold” the right kind of talent. It is
the right kind of talent with the right product/service targeted to the
right customer that provides the winning equation.
The best of products and talent need excellent processes to bring
that value to the customer effectively and efficiently. Balance of
processes is essential. I have seen many businesses “over-processed”
with processes for the sake of processes. The customer response or
need takes a back seat to the management theory and process that
are in vogue. In these cases, the processes may even be detrimental to
getting things done for the customer in the way they were designed.
On the other hand, I have also seen many businesses with a lack of
any repeatable processes, and most of the energy in the organization
was used in redoing what has been done before with little or no
improvement along the way. Processes do not need to be over-
complicated, have fancy terms, or complex models. Just because we
can count something doesn’t mean the data has any relevant meaning
to what we are trying to accomplish. Continuous review of processes,
or the identification of a lack of processes where needed, provides
another opportunity for a decision to “hold ’em” or to “fold ’em”.
The ultimate scoreboard for any business is profit. Profit is driven
by an equation that starts with a clear purpose where the customer
is at the center, adds the right people (both customers and talent),
and keeps the right balance of supporting processes. If the purpose,
people, and processes are aligned, profit is the net result.
Yes, business is a gamble. It is the role of every leader in the
organization to continuously assess the purpose, people, and
processes that improve the odds for profit.
“Never count your money when you are sitting at the table, there’ll
be time enough for counting when the dealing’s done”
In the words of The Gambler, “the secret to surviving is knowing
what to throw away, and knowing what to keep”…and I would add,
having the courage to take action!
THEPARTNERCHANNEL.COM | SUMMER 2014 17
18 SUMMER 2014 | THEPARTNERCHANNEL.COM
MMMMMAAAAARRRRRKKKKKEEEEETTTTTIIIIINNNNNGGGGGSALES
FaiLuRe tO ScALe
LLLLLEEEEEAAAAADDDDDEEEEERRRRRSSSSSHHHHHIIIIIPPPPP
THEPARTNERCHANNEL.COM | SUMMER 2014 19
story by PETER JOECKEL | illustration by MATT MASTRUD
When do you know it is time to move on from a major business decision, a product line, or a
partnership? That the best laid plans of mice and men have not quite worked out as you had
hoped? For me, it was when I was willing to walk away from a good-sized business and set
back my career for several years.
The Readers Digest version of this story, for those of us with Twitter OCD, is this: Just
because you can effectively run a small VAR shop for years and years is no guarantee of
success should you suddenly experience tremendous sales growth.
Back in the day, before Al Gore invented the Internet, I had a great little business selling Macola software
primarily to small and medium-sized manufacturing companies. For several years, our shop was the leading Macola
reseller in the U.S., and we prided ourselves in making no software modifications. In fact, our entire sales pitch
was predicated on the premise that if you needed to modify your accounting software, then you were looking at
the wrong product. What happened to THAT philosophy? On the rare occasion that a client did need some minor
tweaks to their system (not to be confused with twerks…different era), I farmed it out to a single company that did
great work, was always on time, and never over budget.
Over the years, we did a lot of business together because I refused to hire my own programmers, primarily because
I never knew what they were up to and never received a project estimate that was not off by some logarithmic or
exponential factor.
Side note: When getting a project estimate from a programmer, my immediate reaction is to double the time and
move to the next highest unit of time measurement. So for example, “it should be done in two days” is realistically
four weeks in regular folk speak.
For several years we lost touch as Macola lost momentum in the marketplace, and I migrated towards the
Great Plains world. (Some of us old folks remember that Microsoft did not always own Microsoft Dynamics GP;
affectionately those were known as the “good old days”…do I sound like your dad yet?)
One day out of the blue I got a call from my old Macola programming buddy touting that he had found the holy
grail of ERP software! Since I trusted his opinion, I listened excitedly as he described a product he had been working
with for a couple of years called Axapta and how it was actually better than sliced bread. Then I asked him the two
most important questions I could think of as a sales and marketing guy: Where is this Axapta software company
located and how many installs are there?
The answers were Denmark and so far no installs in the United States. After I finished laughing I dismissed my
old friend as a crackpot and wished him well. My theory was that too many years in a dark, poorly ventilated room
eating pizza and drinking Jolt Cola had finally caught up to him.
Fast forward a couple of years to the exact day that Microsoft announced that it had acquired Axapta and
Navision, which were owned by the same company by that time, and my phone rings congratulating me on my
industry vision! (I may have missed that tech boat, but my money is on Myspace making a comeback.)
Fast forward a couple of more years, and we are Partners of a regional branch for a good-sized national VAR we
are toasting our successful run of selling Microsoft Dynamics AX deals. Our firm had just been notified that we
were in the Inner Circle of Partners for Microsoft Dynamics based primarily on the sales from our relatively new
and small office. In fact, the “National Office” termed our effort as a miracle. Cue champagne, confetti, and tequila
shots.
20 SUMMER 2014 | THEPARTNERCHANNEL.COM
Shortly after my hangover cleared up, swearing never to mix
champagne and tequila again, I spent the next several months
apologizing to companies that had purchased Microsoft
Dynamics AX from me, negotiating write-offs and basically
begging some folks not to sue us. For the first time in my career,
I had made the mistake of not being in charge of the consulting
team and the implementation projects. That decision proved to
be a fatal mistake. I was forced to walk away from a business that I
had helped build rapidly over a short amount of time with a great
sales pipeline and a big backlog of implementation projects.
Walking away with nothing was a brutal economic decision
but one that had to be made. Not being able to affect how
projects I sold were implemented was not a recipe for long-
term success. I could not look business owners in the eye and
promise that the buck stopped with me when it came to the
success or failure of their implementation.
Which led to the drastic decision to walk away with nothing.
There are a lot of minor reasons why so many projects
were challenged, over budget, or just plain falling apart at the
seams, but with a lot of time to dissect what happened, I have
reached the following conclusions between a small VAR and
one growing aggressively in terms of new product and size:
» The ability to implement software for small companies
does not guarantee success as you move up to larger
projects.
» Project management DOES matter.
» The single heroic consultant model does NOT scale.
» The road to you know where is paved with good
intentions.
» When your name is on the letterhead, it is fun to be
responsible for sales but critical to be in charge of
services. It is even better to be king.
That’s all for today, I have to take a call. An old friend from
the day is calling me about Acumatica.
Peter Joeckel is the president and founder of TurnOnDynamics,
a Microsoft Dynamics AX and Microsoft Dynamics GP
Partner that specializes in manufacturing implementations
and transitioning clients that have outgrown Microsoft
Dynamics GP to Microsoft Dynamics AX. Additionally,
TurnOnDynamics focuses on the strategic concerns of executives
and owners with a unique Dynamic CFO Service offering.
Learn more at www.turnondynamics.com, and reach Peter at
22 SUMMER 2014 | THEPARTNERCHANNEL.COM
LLLLLEEEEEAAAAADDDDDEEEEERRRRRSSSSSHHHHHIIIIIPPPPP SSSSSAAAAALLLLLEEEEESSSSSMARKETING
THEPARTNERCHANNEL.COM | SUMMER 2014 23
story by CHERYL STREGE | illustration by RYAN FRITZ
Although there are entire books dedicated to marketing mistakes and a Plan B to fix them, I’m
going to focus on only two for purposes of this article (but they’re big ones).
YOU DON’T REALIZE BUYERS HAVE CHANGED. FACE IT: Today’s ERP and CRM buyers really don’t need you to educate them on the product,
show them a demo, or even provide pricing anymore. They can find all of those things online by
either simply going to the Microsoft website (www.microsoft.com/en-us/dynamics/erp-small-
midsize-business.aspx) or doing a few simple searches. So now that prospects have much of the product, technical,
and pricing information before they even start looking for a Partner, how are you going to attract those (somewhat)
qualified prospects to your website? And what will they find when they get there?
Today’s buyers know as much, or often more, than you do about their industry-specific needs and the many
options to solve them (and they know the new players in the game, including Xero and FreshBooks). According to
a DemandGen report, 51 percent of B2B buyers said they formed a short list of candidates BEFORE they contacted
anyone. Does anyone doubt that number will continue to grow quickly?
PLAN B: If you haven’t made a concerted effort to ramp up your inbound marketing strategy, then you’re far
behind the competition. If you started down that path a few years ago, then congratulations! You’re now seeing
the benefits of your hard work. I spoke to a Microsoft Dynamics Partner recently who told me their blogging was
paying off in terms of attracting qualified prospects that they’ve been able to close. She said, “Thank goodness we
starting blogging two years ago and not today!”
But unfortunately, it’s not just blogging (inbound marketing would be much easier if it were). The foundation of
inbound marketing is content – and a lot of it – delivered via your website, social media properties, and blog sites
as well as “shared” on a frequent basis to a targeted group of prospects.
TO DO: Once that buyer is looking for someone to partner with (hopefully you’re on the short list), what
are they going to learn about your organization and the people in it from your website, your LinkedIn presence,
Pinpoint, and your blog posts? On your website’s “About” page, do you tell prospects a story about your company
and what you’re passionate about? Do customers sing your praises in customer case studies and testimonials? Are
your social media properties attractive and current? Are you blogging about topics that are important to prospects
(and I don’t mean the latest features)? Ask a customer (one that you’re close to) what they learned, and liked, about
your company after looking at your website.
It’s simply an ongoing process of creating, delivering, socializing, and creating, delivering, socializing, and… well,
you get the idea.
YOU’RE NOT FOUND. Which of the following statistics are true?
❏ 9 out of 10 buyers say that when they’re ready to buy, they’ll find you.
❏ 18% of organic clicks go to the #1 position, 10% of organic clicks go to the #2 position, and 7% of organic
clicks go to the #3 position on Google.
❏ 75% of users never scroll past the first page of search results.
❏ All of the above.
2The
MARKETINGMISTAKESYou’ll Probably Never Make
(and Plan B If You Do)
24 SUMMER 2014 | THEPARTNERCHANNEL.COM
The Cosmo Quiz 1. You’re having a glass of wine with
your favorite SEO (search engine
optimization) BFF (best friend
forever) from the office, and she
shares some startling facts about
the new website strategy you just
implemented. (Oh boy...) Which
one is true?
❏ 70-80% of users ignore the
paid ads, focusing on the
organic results.
❏ 75% of users never scroll
past the first page of search
results.
❏ The best place to hide a dead
body is page two of Google
search results.
❏ All of the above.
2. Your marketing co-worker just
started a new direct mail and
telemarketing campaign to a cold
list. Sure, it sounds attractive at
first and the projected results are
enticing, but you warn him that…
❏ Leads generated via SEO
(inbound) have a 14.6%
close rate, while outbound
leads (such as direct mail or
print advertising) have a
1.7% close rate.
❏ There’s an eight times greater
likelihood of closing inbound
leads as compared to other
leads.
❏ There’s a 62% reduction in
the cost per lead from
inbound versus outbound
marketing.
❏ All of the above.
Answers to the Cosmo Quiz:All of the statistics in this article
are true and come from:
» DemandGen Report
» HubSpot
» Pew Research
» Search Engine Land
» Search Engine Journal
If you said they’re all true, a gold star for you! We all know about 10 organic results are
displayed on page one, so how do you get on the first page? This is one of those times where
I wish I had the “secret sauce” shortcut, but unfortunately, it doesn’t exist. It takes time,
effort, and dollars to build your company into a “page one” presence – and to stay there year
after year.
PLAN B: Inbound marketing encompasses a number of tactics: search engine
optimization (SEO), social media marketing, original content creation, blogging,
guest blogging, etc. Just don’t forget that the goal of the website is to be “sticky”, and
consequently, to convert visitors to leads. Conversion can happen when a visitor signs
up for your webcast “3 Things a Smart Distributor Does Every Day to Generate More
Business”, opts-in to your newsletter, or downloads your eBook on “5 Distributors Who
Make More Money Than Microsoft and How You Can Do It, Too”.
TO DO: It’s hard to be effective at everything called “inbound”, so pick the top five to
seven things you can do with the budget, people, and time you have at your disposal. My
recommended list, based on the Partners we talk to across the country, is:
» Consistent blogging, but not just for the sake of getting something, anything, on
the website. Let’s say you’re starting a campaign next month to mid-sized electrical
distributors in Austin, Texas. Sixty days before your campaign launches, get seven to 10
posts on your blog about the challenges of electrical distributors so that when prospects
check you out, your expertise has already been established.
» Do the same with your social media properties. Re-tweet content from the electrical
distribution association in Austin and contribute to the conversations in the appropriate
LinkedIn groups.
» Thinking of LinkedIn, make sure your corporate page and the personal pages of your
team members reflect your in-depth knowledge of the industry. As a matter of fact,
be sure that your corporate profiles on all your social media sites (Twitter, Google+,
Facebook, and YouTube) are consistent and current on messaging and design.
» Create or curate relevant content specific to electrical distribution challenges, pain
points, and their own “Plan B” options when the business isn’t doing well (which will
likely include Microsoft Dynamics to the rescue). Just remember that the content must
have VALUE, or conversion from a prospect to an opportunity isn’t likely to happen.
» Have a comprehensive plan for distributing the fantastic content you’ve now worked
so hard to build. The famous “if you build it they will come” slogan from the movie
“Field of Dreams” doesn’t often work in today’s world. Sure, your content will be
posted on your website, mentioned in your blog posts, and tweeted, but go beyond
that to the influencers in the electrical distributors’ world: associations, chambers
of commerce, the Small Business Administration, home or commercial builders’
groups, manufacturers, and ISVs are all involved in the “community”. And don’t
forget to ask your electrical distribution customers for their advice – and referrals!
NOTE: Everything I’ve mentioned above about industry-specific content above can be
applied to “horizontal” content as well. There’s nothing wrong with targeting QuickBooks users
or companies adopting their first ERP system – they need the knowledge you have, so share it via
customer case studies, testimonials, FAQs, infographics, social media, and more.
Need help with Plan A so you’re rarely in need of a Plan B? The Partner Marketing
Group can help you create content (eBooks, infographics, website content, blog posts,
and more) to fuel your inbound – and outbound – marketing activities. Contact Info@
ThePartnerMarketingGroup.com or call 605-574-9432.
In the spirit of Plan B, check out three webcasts The Partner Marketing Group created for
Microsoft Dynamics marketers titled “Stop Wasting Your Marketing Budget: Avoid These
Deadly Marketing Errors”: https://mbs.microsoft.com/partnersource/northamerica/
readiness-training/readiness-training-news/MSDYN_AvoidTheseDeadlyMarketingErrors
LADIES AND GENTLEMEN, WE HAVE A WINNER! Congratulations to Susan Luongo of Stellar Technology
Consulting for winning our Spring 2014 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 [email protected] 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.
Blue Moon
Contingency
Cosmo Quiz
Denialation
Early Bird Pricing
Failed Campaigns
Fastfix
Fresh Ideas
Marketing Mistakes
Mindset Shift
Next Generation Leaders
Partner Dialogue
Plan B
Plumbline365
Recovery
Scale
Self-transforming Mind
Succession Planning
Summer
Test Marketing
The Partner Channel
TPCE
Transitioning
User Group Summit
WPC
THEPARTNERCHANNEL.COM | SUMMER 2014 25
R F O O M E U L B P I B Y L R A E P I T E K R A M
S R I D E A S R L M S R L N O I T A L A I N E D R
P E P D R I B A T I F E M T A C T R T S G R E S U
L S S R S T N R E N L A N S E A E T H T R S T T M
U H R R S B T L N D E R S R D M S N E E N L P S A
M I E N O I S S E C C U S T I P T E P S R C D U R
B D D G O L A I D C N L P C F A M R A D E T N C K
L E A B L U E M O O N E L R G I A D R N C H I C E
I A E N S H I F T N P N A E R R X I T I O E M E T
N S L E L L N E H T L N N N O E N A N M V P G S I
E R N X E T E U E I A A N T U D I L E S E A N S N
3 G O T A S R G P N N H I R P A C O R N R R I I G
6 N I G D R C O A G N C E A S E I G C G Y T M O M
5 I T E E P L L R E I L N P U L R U H I H Z R N I
U N A N W T S A T N A R E C O V P E A A C I O P S
S O R E N E R I N C N G I A P M A C N P R U F L T
P I E R L T S D S Y R R E M M U S N N M E Q S A A
U T N A P L U M B L I N E E D A E L E A N O N N K
O I E T T F I H S T E S D N I M R S L C T M A N E
R S G P A R T N E R D G N I N N A L P D R S R I S
G N T E S T M A R K E T I N G R S T E E A O T N B
R A X G E N E R A G N I T E K R A M M L P C F G L
E R E A R L Y B I R D P R I C I N G M I E E L R U
S T N T E S T M A R K E T I I N G G U A H N E S E
U S E R G R O U P S U M M I T R S T S F T L S T M
SSSSSAAAAALLLLLEEEEESSSSSLEADERSHIP MMMMMAAAAARRRRRKKKKKEEEEETTTTTIIIIINNNNNGGGGGG
Don’t Think, Just Write. Then Act.
26 SUMMER 2014 | THEPARTNERCHANNEL.COM
story by TRACY FALEIDE | illustration by SETH REXILIUS
Remember sniglets? (They’re neologisms or newly-coined terms on their way to being accepted
into mainstream language. They were all the rage in the late ’80s.) I think there should be a
sniglet for the time between feeling something isn’t right, to taking action. Hmmmm. What
could we call that?
Denialation (denial + duration)
Worsera (worse + era)
Hinderquarter (self-evident)
No matter what you call it, we all have been negatively impacted by the space between suspecting and
correcting. Since we know how painful these timespans can be for everyone involved, why don’t we do
something about it?
The truth is, we don’t really want the truth. Because knowing – really knowing – puts items on our to-do
lists that we’d rather avoid. Take your resident technical guru who solves the trickiest of customer situations
but is a bad, bad manager. Or how about that new pricing model a team spent weeks developing that should
come with a slide rule and a crystal ball? Correcting these sticky situations takes courage, perseverance, and
time, all of which seem hard to come by in our overly busy lives.
The short-lived relief we feel after avoiding action doesn’t even come close to outweighing the costly
downside. The longer that complicated pricing model is in place, the harder it’s going to be to unravel the
mess of transitioning customers to a new, simpler model. Worse yet are the beacons of badness emitted by
managers radiating negative attitudes, sloppy behaviors, and unmet expectations through organizations like
waves of contagion.
The more we think about these tricky situations, the more we convince ourselves that they’ll just work out
or that things aren’t that bad. What’s really going on is that our subconscious mind is tricking us into inaction
by planting seeds of fear and doubt. It’s not really my job to deal with this. I know she’s going to deny it and then make my life miserable if I bring this up. I’ll think about it next week. But next week brings more challenges that
we avoid until the situation seems as impossible to unknot as a drawer full of tangled necklaces.
On the prevention side, quick action is key. Get in the habit of writing down exactly what you’re thinking
and feeling just after you experience that flash of frustration. Don’t think, just write. It’ll help you quiet those
avoidance voices and identify specific behaviors you can discuss with your colleague…once you calm down,
of course. While you’re still in fix-it mode, schedule a quick conversation with this person. Getting it on your
calendars makes it real and unavoidable. Make it 15 minutes, and make it later the same day or first thing the
next day. Do not let more than 12 hours pass.
If the situation has become a tangled mess, pen and paper are still the best place to start. At the top of a
blank sheet, write these two headings: “I get frustrated when you...” and “Because it results in...” Fill up the
sheet and then put it aside for a while. Looking at it with fresh eyes will help you see patterns and themes that
are easier to address. Pull out two behaviors that seem to be the most detrimental. And then schedule that
15-minute conversation.
Whether you’re preventing or untangling, the 15-minute conversation should start with a thank you. Thanks for taking the time to talk with me. I appreciate it. The reason I want to talk one-on-one is I’ve noticed some issues with (the team, the project…) that are resulting in (missed deadlines, unmet customer expectations…), and I need your help to resolve these issues. And then pause. Either the person will ask what’s up or they’ll be silent, which
often signals they know you’re going to raise issues. Almost always they know things aren’t going well. Almost
always they know they’re part of the problem. Almost always they feel as frustrated as the rest of the team
because they don’t have the time, resources, background, confidence, or skills to drive the desired results.
By raising the issue, you’re opening the door and letting in the light. By raising the issue after writing out
your frustrations and identifying correctable behaviors, you’re dialing down the emotion and placing the
attention on results.
Let’s start a movement. Let’s change the current frustration-to-fix pace from slow boat to bullet train. And
then let’s make a new sniglet for rapid action. How about…fastfix? As in: let’s have a fastfix chat on that, okay?
Sounds way better than okay to me!
THEPARTNERCHANNEL.COM | SUMMER 2014 27
28 SUMMER 2014 | THEPARTNERCHANNEL.COM
NEXT GENERATION PLAYERS:Energizing the Microsoft Dynamics Channel
Combine fearlessness, eagerness, and passion, and you
get a strong mix of (holy moly) ENERGY, which inspires
you, me, customers, prospects, Microsoft, and more. It’s
easy enough to get comfortable with what we know, but
by bringing in fresh eyes and a new perspective, you can
change the course of your business and your success.
These next-generation players want to be a part of this fresh
approach and are already making impressive moves in and around
the Microsoft Dynamics channel. Meet some of these players for a
peek into how our channel can thrive now and into the future…
Name: Kate Pinyan
Title: Partner liaison at Lanham
Associates; marketing specialist at
Absolute Value, LLC
Hobbies: Running in races: 5ks, 10ks,
and mini-triathlons
Motto: “There is trial and error to
everything, so make sure to evaluate
all sides.”
Kate has been with Lanham Associates
for seven years in a capacity as a Partner
liaison. Given the emphasis on repeatable solutions these days, she
recently moved to a marketing specialist position in Lanham’s direct-sell
forecasting and replenishment company, Absolute Value, LLC. Coming
from the furniture industry before this, Kate was intrigued with the
technology industry because she didn’t find much change or challenge
with furniture. “Sometimes the sofa color would change, but that’s about
it.” Kate can’t imagine getting bored in this industry as there’s so much to
always learn, and as a “forever student”, it suits her well.
Because there’s so much to learn, it’s easy for newbies in the channel
to get overextended and lose focus quickly. Kate recommends paying
close attention to what specific areas interest you and what you’re
especially good at. Then you can develop the skill set you need to
make a difference in your role and the channel as a whole.
In addition to overhauling Lanham’s and Absolute Value’s websites,
adding two industry specific sub-sites, and managing their Forecasting
and Replenishment User Conference that’s doubled in size over the
past five years, Kate is part of the NAV Directions board, getting
new people involved and promoting the event put on for Microsoft
Dynamics NAV Partners by Microsoft Dynamics NAV Partners.
Kate has recently noticed the energy building in the channel because
of next-generation leaders coming up to speed in the industry; she
loves it. Even though fresh eyes can be a huge advantage, Kate hopes
these new leaders will also place value in the trial and error that
has already taken place for many projects and programs within the
channel. “When you’re entering a new role, it’s easy to write off the
old ways,” she says. “But there is trial and error to everything, so it’s
important to evaluate all sides to achieve the best outcome.”
Name: Sabrina Zimara
Title: Marketing coordinator at DFC
Consultants, Inc.
Volunteer Work: Currently a foster
home for rescued dogs working with 4
Luv of Dog (trying not to get attached
to their adorable faces!)
Motto: “Every opinion has value.”
Sabrina joined the Microsoft Dynamics
channel in March of 2013 with a
background in college campus marketing
and promotions. She jumped into DFC Consultants’ marketing role
with fresh eyes and an effective plan. Because the technical jargon
was new to her, she was able to put marketing content into terms
that the average person could understand. This approach has made
Sabrina a vital asset to DFC’s marketing initiatives. In just one year,
Sabrina overhauled the company’s website increasing site visits by 20
percent, improved the time people stayed on the site by 15 percent,
and decreased the bounce rate by 10 percent.
Sabrina learned valuable advice from a mentor she worked with for
her college internship. “When you’re young, you have all these new
ideas that seem great, but you sometimes can’t understand the real
world or the details that go along with those ideas. Nevertheless, it’s
important to understand that every opinion and idea has value and
can really only make a company better.” She applies those wise words
to her job every day.
The resources available for the Microsoft Dynamics Partner
channel are everywhere, and Sabrina recommends newbies in the
channel take advantage of everything they can get their hands on.
“There are really great people who are willing to answer questions
and give insight into the products and people we serve,” she says.
“The knowledgeable bloggers, GPUG®, and online groups are all great
places to gather information.”
Name: Rob Cook
Title: Channel sales manager at
k-eCommerce
Hobbies: Golfing and bowling
Motto: “Focus on creating relationships,
NOT just the next big sale.”
Rob has been with k-eCommerce
(formerly Azox, Inc.) for three years
and had experience using Microsoft
Dynamics GP at previous sales positions
FEATURE
story by BETHANY FOYT
THEPARTNERCHANNEL.COM | SUMMER 2014 29
before joining the company. Upon entering
the channel, Rob had been conditioned in
previous roles to focus on the next sale and
closing the next big deal. His past three years
at k-eCommerce have made him realize and
focus on the big picture. “I now focus more
on creating relationships within the channel,
while still focusing on the customer, in order
to grow as a professional in the Microsoft
Dynamics community.”
That first year in the channel, Rob
remembers being hesitant to speak up as
he tried to take in the complicated inner
workings of the Partner and ISV channel. But
once Rob turned the corner of that learning
curve, he hasn’t looked back. Now as
k-eCommerce’s channel sales manager, Rob
has seen the company through a merger and
takes pride in working with his Partner base,
providing them with a go-to e-commerce
solution for Microsoft Dynamics.
Name: Asher
Mathew
Title: Strategic
alliances
manager at
Avalara
Interesting
Fact: Started
an IT intern
program at
California State
Polytechnic University that exposed
students to the working world.
Motto: “Be fearless and ask questions…
loudly!”
Computer science had always been at
the top of Asher’s interest pole, but once he
entered the business world, he found even
more satisfaction in the sales, marketing,
and business development side of things.
Asher started in the Microsoft Dynamics
channel about nine years ago as an intern at
Nodus Technologies, and after experiencing
a nurturing environment there, he moved to
Avalara and has been there for three years.
Asher has always been an inquisitive
mind, asking every question under the sun.
Remember when teachers said, “no question is
a bad question”? Asher lives this motto better
than most. With an evolving career plan in
place, he pinpoints people in particular roles
and picks their brains. He remembers his first
conversation with Jeff Geisler of Socius, the
first CEO who took his call and spent time with
him, which ultimately gave him the confidence
to successfully engage with C-level executives.
Asher says, “Ask your questions – and as loud as
possible. Someone, someplace will listen, and if
TM
TM
not, they’ll at least give you reasons why your ideas need work or would be outright impossible.”
Through meeting with countless experts in the channel, asking questions (as loudly as
possible), and working with industry mentors, Asher feels he is at a place where he can make
a profound difference for his company, his career, and his colleagues. “You have to be fearless
and willing to make a lot of mistakes from the get-go,” he says. “Only then will you put yourself
in situations that help you grow.”
Once Asher started at Avalara, he noticed the need for a business arm that focused on
Partner alliances with an emphasis on sales and marketing, and quickly pointed this out to
management. As Avalara’s first strategic alliance business development manager, Asher has
seen the number of staff in this area grow by leaps and bounds.
Asher is thankful for the nurturing qualities of the companies he’s worked with in the
channel. In addition to the great mentors, Avalara proactively invests in its young employees,
like Asher, by giving them direct access to all senior-level executives. “For an industry that’s
always changing, succession planning needs to be top of mind,” he says. “Ensure your business
success by nurturing the next-generation players and leaders in your company.”
30 SUMMER 2014 | THEPARTNERCHANNEL.COM
story by JENNIFER CULBERTSON | illustration by JOHN HOLLAND
With today’s constantly changing business environment, we should all be prepared to deal
with unexpected events. The sudden arrival of a powerful new competitor, the resignation
of a high-performing salesperson, a virus attack on your website, or the discovery of a major
product bug can have serious consequences. A proactive contingency plan is the best way to
prepare for these unforeseen changes.
Why? Projections for sales, revenue, and market reaction to initiatives often depend on
factors outside of your control, and sometimes anticipated results just don’t materialize like you had planned. If you
have a contingency plan in place, however, you can respond quickly to changes and protect your company against
the risk of business and financial damage. Be proactive and plan ahead with this three-step process:
BE AWARE OF RISKS AND IDENTIFY YOUR WEAKNESSES What are the potential vulnerabilities in your marketing program? Perhaps your company’s price points for
products or services are significantly higher than that of a competitor. Do you have the right technology in place
to track and measure your marketing efforts and make changes quickly midstream if needed? A disaster, such as
a power loss or even a flood, could damage your venue shortly prior to a major event. Imagine your company’s
website fails the same day your new marketing campaign debuts or that your email marketing vendor is consistently
unreliable. Identifying worst-case scenarios for your company isn’t the most pleasant aspect of contingency
planning, but you can’t move ahead without considering them. Once you’ve identified the possible risks, you can
proceed to take an appropriate, and more informed, course of action if needed.
MONITOR THE CONDITIONSWhat happens when you didn’t expect to grow so quickly or budget enough dollars for additional product or service
development that might be needed? This is also an opportunity to watch and learn from the competition and the market.
Be sure to keep an eye on your competitors and observe how other companies market their products and services
similar to yours. Are they offering special discounts? Did they launch a new campaign? Pay close attention to better
LLLLLEEEEEAAAAADDDDDEEEEERRRRRSSSSSHHHHHIIIIIPPPPP SSSSSAAAAALLLLLEEEEESSSSSMARKETING
PlanBTips for
Formulating
MARKETING CONTINGENCY PLANNING:
THEPARTNERCHANNEL.COM | SUMMER 2014 31
32 SUMMER 2014 | THEPARTNERCHANNEL.COM
understand how these initiatives could potentially affect
your company’s sales. In addition, pay special attention
to the market and industry conditions. If you have a
strong industry focus, be sure to keep on top of any new
regulations or outside influences that may impact your
customers and prospects in this space. Keeping up to date
and informed will help strengthen your strategies going
forward, allowing you to capitalize on new opportunities
and more effectively stand out from the rest.
RESPOND AND ACTYou’ve identified the possible risks and you’re
keeping a close eye on how the market affects them.
Now it’s time to act. Come up with practical solutions
for your company’s biggest concerns. Suppose a key
client decides to leave your company for a competitor.
Identify other customers and prospects that you can
cross-sell to in order to help compensate for any
financial loss. Keep alternate venues in mind when
planning for a major event so that you can relocate at
the last minute if needed. Make sure everyone on your
team is aware of what actions need to be done in case
the worst happens and if suppliers are involved, inform
them too. Revisit your contingency plans as often as
possible and revise them if/when necessary.
To protect your business revenue, profitability, and
customer relationships, having a back-up plan is crucial.
From time to time, every company experiences financial
challenges and system failures, and that’s why you need
a plan B. Being prepared and identifying the risks will
not only allow your company to persevere in the face of
adversity, but it also will allow it to thrive.
Jennifer Culbertson is owner of Looking Glass Marketing
and specializes in working with Microsoft VARs and
ISVs to build and execute marketing strategies that drive
results. With her 19 years of marketing experience within
the Microsoft channel, coupled with her understanding of
Microsoft Partner needs, she can help take your marketing
to the next level. For more information, contact Jennifer at
[email protected], call 614-453-5927,
or visit www.lookingglassmarketing.com.
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34 SUMMER 2014 | THEPARTNERCHANNEL.COM
ISV PROFILE
COMPANY:
Plumbline Consulting LLC
INTERVIEWEES:
Joseph Longo, president, and
Todd Michael, general manager
WEBSITE:
www.plumblineconsulting.com
HEADQUARTERS:
Findlay, Ohio
PHONE:
Joseph: 732-476-5905
Todd: 419-581-2973
EMAIL:
ESTABLISHED:
2004
COMPANY PROFILE:
Plumbline Consulting is a premier resource for
Microsoft Dynamics Partners and ISVs needing
just-in-time services. From help desk to software
development and implementation support,
Plumbline Consulting delivers 25+ years of
Microsoft Dynamics experience to enhance and
expand Partners’ service offerings.
The Partner Channel (TPC): Tell us a little bit
about Plumbline Consulting.
Todd Michael (TM): The majority of our team
actually came from the Microsoft campus in
Findlay, Ohio, who at the time was focused on
the Microsoft Dynamics SL product. Plumbline
Consulting was established to continue serving
the Partner channel with Microsoft Dynamics SL
services. At that time, we focused on providing
supplementation of resources where Partners
didn’t have the bandwidth or skills in specific
areas of the product.
Joseph Longo (JL): Historically, a majority of
our business has been with Microsoft Dynamics
SL Partners, but we have grown over the past few
years to provide services for all Microsoft Dynamics products, including a focus on
integration of the entire Microsoft stack (SharePoint, Web Services, Security, etc.).
TPC: What type of services do you provide Partners?
TM: There are three ways to explain what we provide…
First, many Partners aren’t able to staff a call center with their consultants to
support their clients due to the lacking infrastructure and resource availability that
are needed to service clients without advance notice or scheduling. Plumbline has
a group of 10 to 12 tenured individuals that are dedicated to our Help Desk for
day-to-day calls, which offers Partners the ability to have a virtual extension of their
organization. This can be for short-term, long-term, or on an “as needed” basis.
We also assist in the sales process to help Partners attain new customers and
maintain their existing client base by offering experienced pre-sales resources. This
type of service allows Partners to utilize their internal staff to move onto the next
engagement or prospect while knowing that they are being represented well when
demonstrating the capabilities of Microsoft Dynamics.
Finally, if a Partner needs implementation assistance or custom application
development to meet the client’s needs, Plumbline can step in and provide such
services. These services can occur from the beginning with requirements gathering,
developing a custom application or customizations, or all the way through the
project plan to the go-live date.
TPC: When was Plumbline365 released and how does it work?
TM: Plumbline365 was developed in 2011 to offer a cloud-based solution for the
Microsoft Dynamics SL community. This hosting option is available as Software as a
Service (SaaS) or Infrastructure as a Service (IaaS), allowing Partners’ customers to
be hosted in the cloud without having to purchase servers, worry about backing up
data, or spending huge amounts of money if they plan to grow internally.
Joseph Longo
THEPARTNERCHANNEL.COM | SUMMER 2014 35
JL: Having this option for Microsoft Partners can sometimes make or break a deal,
so Plumbline365 has really added value to the software and services we provide.
TPC: Does Plumbline have an industry niche?
JL: Because Partners tend to bring the local and industry expertise, Plumbline
focuses more on providing the technical and product expertise that Partners need
to win more deals.
TM: We do focus on areas such as professional services and government contracting
mainly because people who work with Microsoft Dynamics SL are project-centric.
We also have ample experience working with distributors.
TPC: What are a few top reasons why Partners like working with Plumbline?
TM: We obviously provide the technical expertise, but I think Partners like working
with us is because of our deep bench and that we are readily available when they
need us. The responsiveness we provide has really built our business. We answer
quickly, respond, and assist Partners with whatever they need and whenever they
need it. This dependable service allows Partners to sell without the fear of capacity
constraint. They can go after business knowing Plumbline can supplement them in
any area that they may need.
TPC: I see you were voted best employer in Ohio for 2013. What are a few ways
you’ve been able to achieve this honor?
JL: Surveys are sent to hundreds of companies across the state to measure everything
from compensation to work environment, so needless to say, we were honored to
win in 2013. A few reasons are because of our…
» Flexible work environment: working with employees on when and where they
can work.
» Circle of excellence trips: recognizing employee achievements with an all-in-
clusive four- to five-day vacation somewhere.
» Community involvement: sponsoring the Special Olympics of NW Ohio, spon-
soring “Gliding Stars”, which provides adaptive ice skating programs for people
with disabilities, and participating in Habitat for Humanity every year.
TPC: What’s the best part about working only with Microsoft Partners?
TM: The varied opportunities we get to assist Partners and customers by building
solutions and solving challenges makes every day different and exciting. A lot has
changed over the years for Plumbline Consulting, but our business model of working
only through Partners has remained the same. I think this shows our true dedication
to helping Microsoft Partners through thick and thin.
JL: Plumbline has worked with around 5,000 clients because of the Microsoft
Dynamics Partner channel, and this experience has created an exciting and diverse
work environment at Plumbline. Our mission is “to be the Partner’s Partner”, and we
are proud to have been consistent in that approach for the past 10 years.
“Plumbline
Consulting has
played a key role in
many of our large
projects. Their
knowledge of the
Microsoft Dynamics
SL program and
their experience
modifying and
customizing
the product are
invaluable. Our
firm depends on
the quality and
responsiveness
of Plumbline
Consulting, and
the Plumbline
Consulting team
delivers for us!!”
Bill Aiton, president at SSi Consulting
36 SUMMER 2014 | THEPARTNERCHANNEL.COM
Introducing…
Less stress than a Master’s
degree
Build camaraderie
with your peers
Immediate impact on your
career
Tap your inner genius
Absorb from industry
experts
THEPARTNERCHANNEL.COM | SUMMER 2014 37
www.thepartnerchannel.com/the-genius-series
38 SUMMER 2014 | THEPARTNERCHANNEL.COM
story by PAM McGEE | illustration by SHAWN OLSON
Plan A was to get the promotion. Plan B was to deliver results; however, you’re in over your head. The
once untarnished rock star reputation is in question. How could you not know what to do? You do your
employees’ jobs better than they do. It should be easy right? You’re the boss now. You call all the shots,
make all the big decisions, and get the office with the door. Nonetheless, it’s 7 p.m. Friday, and you close
your laptop, drag yourself to your car, and go home wondering what in the world has happened.
If any of this sounds familiar, you are not alone. The two most important transition phases
for newly-promoted employees are to shift their identity (mindset) to fit their new role and to enhance their
management skill set (note: I didn’t say technical skill set, I said management skill set).
Firstly, as Marshall Goldsmith states in his book “What Got You Here Won’t Get You There”, your best strength
in your previous position can become your worse weakness in your new management role. For example, individual
contributors often get a tremendous amount of recognition for being productive, getting a lot done, and being the
most competent technically or in their subject matter expertise, such as marketing, sales, etc. As managers, it is
important to remain competent in your subject matter area and to get things done, but now your major priority is
to help others succeed, organize other people’s work, problem solve, manage people issues, help people through
change and transition, and build cohesive teams, to name a few. Stating the obvious, writing code is a lot different
than motivating a team member to follow a different product roadmap.
Secondly, H. Ibarra, a lead researcher in identity-based transitions, states “shifting roles is about how you see yourself
in your new role and how you can shift your mindset from being a producer to an inspirer.” In other words, perceiving
yourself as a developer who writes code and manages project maps is a different mindset than perceiving yourself as
someone’s mentor, leader, coach, inspirer, disciplinarian, and all the other roles of a leader. Part one of the transition issue
is that you don’t necessarily see yourself as the leader, and part two is a lack of skills to be a manager. (I often wonder why
someone should not hire me, someone with years of management experience and consulting, to write code because we
don’t hesitate at all to transition someone with years and years of code-writing skills to be a manager.)
To transition more smoothly, the leader can shift his/her paradigm into his/her new role by understanding Robert
Kegan’s three stages of adult development: socialized mind, self-authorizing mind, and self-transforming mind. The
socialized mind is the mind of an individual contributor who has learned to be competent in his/her role, acts as
a team player, and is dependent upon direction. The self-authorizing mind is the mind of a team leader who can
take charge, guide other people, problem solve, make independent decisions, and coach others. A self-transforming
mind is a mind of the senior leader that finds problems, thinks broadly about the business and the market, works on
big changes and future ideas, and is very interdependent on the entire organization to perform.
SSSSSAAAAALLLLLEEEEESSSSSLEADERSHIP MMMMMAAAAARRRRRKKKKKEEEEETTTTTIIIIINNNNNGGGGGG
HEREWhat Got You
THEPARTNERCHANNEL.COM | SUMMER 2014 39
Here are three tips to help you transition from individual contributor to manager and three tips to help you
transition from manager to senior leader:
» Schedule routine 1:1s with your individual team members to get to know them on a personal level, set goals,
and find out how you can assist them in their personal growth and job tasks. Be sure to coach them and not
own the problem. Ken Blanchard’s book “The One Minute Manager Meets the Monkey” details how you can
balance coaching and directing your team with owning and solving their problems.
» Schedule team meetings to talk about the work, brainstorm new ideas, and build cohesion. All team meetings
shouldn’t be all business and no fun and the reverse. Balance between running a tight meeting with agenda and
action items while leaving space for the team to relate to one another at a personal level.
» Network and build relationships with other team leaders to help you think about working cross-company,
about how to build teams, manage problems, etc. Be sure to find the right people you respect and aspire to
model. Offer to buy them a cup of coffee and just talk about what is going on with your new role. It is better to
talk to someone off the team rather than rely on those old relationships within the team. You have a new role
now and have to delicately balance your comments and attitude with your team. There is much more to be
done, but if you start here, you will start to transition to a manager mindset.
As you shift from manager to senior leader, it is implied that you have mastered the self-authoring stage and have
built skills in people development, coaching, change management, emotional intelligence, etc. It is also assumed
that you have built cross-company connections and relationships. With your new foundation, three things you
should do as you transition from manager to senior leader include:
» Create a leadership story about how you lead, what you value, and how you serve the customer. Your
authenticity and values will show broadly now; be sure you are emulating the right way.
» Think broadly across the organization and the market, balancing how much time you spend in your
discipline/department and how much time you spend on the business. It’s a balancing act between how much
time you spend “in the business” and “on the business”. You now have accountability for both driving your
business division and also driving the company forward.
» Think in strategy and people, not necessarily tactics and operations. It is important to get things done, but
you need to spend more time on the future and not just the day to day. Most senior leaders I work with have
a difficult time balancing their inbox with their white space. It is a different split between how much time
you spend on the short term versus the long term. It is my recommendation that senior leaders spend at least
THEREWon’t Get You
40 SUMMER 2014 | THEPARTNERCHANNEL.COM
60 to 70 percent (or more if they can)
on the long term and developing people
and only 20 to 30 percent on the day to
day. Wow, that’s a stretch, isn’t it? But
if you build your bench strength and
your replacement, you can let go. It is an
activity that pays for itself tenfold. There
is no easy answer as to how to do this; it
is a matter of discipline and making the
time. Ask yourself:
» Are you bringing one of your
directors to each meeting with you
to groom him/her so he/she can
pick up more of the day-to-day
operations in your inbox?
» Do you call other VPs and have
lunch regularly (the time spent
building relationships will be
exponential in payoff)?
» Do you budget for training,
coaching, and people development?
» Do you spend time one-on-one
with your directs not only talking
operations and day to day, but also
grooming and mentoring?
The more people you develop and inspire,
which should be the lead purpose of your
role (besides driving the business forward),
will only help you climb the mountain of
success.
Lastly, if you are going to lead people,
LEARN HOW. This is a skill that needs to
be developed, nurtured, and constantly
practiced – whether you are a novice or an
experienced old-timer. What type of books
are you reading on leadership, what type
of skill building sessions have you attended
lately, and more importantly, how have you
improved your leadership game this year
over last year? Sometimes when we become
experienced at something, we feel we don’t
have to train and practice. Athletes will tell
you they lose their edge, no matter how
gifted or good they are, if they don’t stay
at it! So, if you are going to lead people at
any level in the organization, build your skill
and practice each month, each quarter, and
each year. And, as a fundamental baseline,
I recommend you read the following books:
“Transitions” by William Bridges, “Leading
Change” by John P. Kotter, “Emotional
Intelligence” by Daniel Goleman, and “Good
to Great” by Jim Collins. Although all four
books are dated, they are the bedrock of
leadership. Once you read the books, gobble
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up any leadership development opportunities. Most of the training offered by The Partner
Channel, Center for Creative Leadership, and TalentSmart is worth the money spent in gold.
There are also many great executive leadership development programs offered throughout
the world. It doesn’t have to be expensive to be good; it just has to be good. In your local
communities, put your toe in the water and experiment; you almost can’t lose. For example,
in Fargo we have an incredible “35 Under 35” women’s leadership program sponsored by the
United Way. If you run across a “stinker” program, you’ll know, and you can ask for your money
back and/or use it as a training program to teach you what NOT to do, which is sometimes as
important as what TO do. In closing, leaders should live their life in the spirit of these words
from James Dean: “Dream as if you’ll live forever. Live as if you’ll die today.”
We had technical product experts from the Microsoft Dynamics CRM team on stage at The Partner Connections Event 2013. What would you ask them?
Email your caption to Jenny at [email protected]. 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.
CONTESTTPC Photo Caption
Thanks for playing last issue’s contest! Our winner is Troy Gullacher of WilloWare Inc.: “We can pay to be in The List using bitcoins now? Oh yeah!”
CONTEST RESULTS
Spring 2014 Photo Caption
THEPARTNERCHANNEL.COM | SUMMER 2014 41
42 SUMMER 2014 | THEPARTNERCHANNEL.COM
LLLLLEEEEEAAAAADDDDDEEEEERRRRRSSSSSHHHHHIIIIIPPPPP SSSSSAAAAALLLLLEEEEESSSSSMARKETING
THEPARTNERCHANNEL.COM | SUMMER 2014 43
story by ADRIANNE MACHINA | illustration by DAVE SWANG
Have you ever signed up for a Microsoft marketing campaign and been disappointed by the
results? Sponsored a tradeshow booth that only attracted the goodie-grabbers? Signed up for an
online pay-per-click program only to watch your campaign budget fizzle away without results?
Unless you aren’t doing any marketing, the answer is probably YES. You’ve had one or perhaps
even ALL of those experiences. As your marketing advisor, I’m here to tell you that’s perfectly
normal. Failure is an innate part of the learning process.
DON’T GIVE UPIn my opinion, far too many people throw up their hands way too quickly declaring, “Marketing doesn’t
work!” They then go on to say that direct mail is a waste of money. Social media is a waste of time. Search engine
optimization is too complicated.
In marketing, Plan A is rarely the plan that prevails. Even Plan B is questionable. What looks so wonderful and
perfectly planned out on paper is spoiled by execution. Or imperfect forecasting. Or falling in love with our own
product. Or a sudden shift in the competitive landscape. Realize you have multiple opportunities (A-Z) to test,
measure, and adjust your marketing efforts.
Marketing is not engineering. One plus one does not always equal two. Sometimes it equals zero, and sometimes
it equals 10. Not to be Captain Obvious here, but the key to success is to do more of what works, and less of what
doesn’t work. If you’re not getting any business/leads from an endeavor, I don’t care if all your competitors are there.
Either commit to adjusting your strategy until you start getting leads or stop trying.
REDUCE RISKI cringe every time I hear someone say, “We spent $20,000 and didn’t get a single good lead.” GULP! That’s real
money coming out of a business owner’s pocket. My strategy has always been to test on a small scale first. Do pay-
per-click advertising to test different messages and different offers. Put different calls-to-action on your website.
Send a small sample direct mailing before you reach out to the masses.
PLAN B;24 LETTERS TO GO!
Stop Worrying About
You Still Have
44 SUMMER 2014 | THEPARTNERCHANNEL.COM
Some marketing campaigns can’t be done for less
than a substantial investment. For example, a booth at
Convergence is going to be relatively expensive. While
it’s hard to cut exhibitor costs, you can set yourself up
for success by perfecting all the variables – your pitch,
your marketing materials, your offers, and your follow-
up sequences – before you go to the show.
Inbound marketing has become popular in recent
years. Instead of pushing messages out, your marketing
efforts are focused around pulling people in. I’m a huge
fan of inbound marketing because (1) the leads tend
to be more qualified, and (2) you can see the metrics
of what’s working and what’s not working. You can
see how many people went to the landing page. You
can see how many people grabbed your offer. You
can compare and contrast. I use tools like LeadPages
(www.leadpages.net) to A/B split test variations of a
client’s campaign. Wait to throw big money into the
campaign until you have perfected the entire funnel.
Our sales process is often a long one, but you know
your marketing is working when visitors keep coming
back for more!
WHEN IT’S NOT WORKING OUTSome campaigns are going to fail. Oh well. You’ve
learned one way that doesn’t work to market your
business or your product. Don’t make it any bigger
than that. Often with clients, we’ll run a post-mortem
to analyze what went wrong. What could have made a
difference that we couldn’t easily adjust? Sometimes
it’s a timing issue. Sometimes it’s that we didn’t have
compelling enough offers, and we need time to develop
new materials. It’s not the end of the world.
Fail forward – but don’t stop trying!
Adrianne Machina is the chief velocity officer at Tornado
Marketing, a firm that helps companies fill their sales
funnel with powerful marketing systems and persuasive
messaging. She can be reached at Amachina@
tornadomktg.com or 608-213-0377.
COMMUNITY. COMPETENCY. ADVOCACY
ONE community for ALLWelcome to the newly aligned Dynamic Partner Connections!
Engage with us: dynamicpartnerconnections.com
Microsoft is excited to bring you reIMAGINE 2014, powered by Dynamic Partner Connections. reIMAGINE offers role-focused content for your entire team! reIMAGINE 2014 will provide targeted learning tracks for sales, marketing, leadership, technical and development roles.
Featuring several focus areas within each track such as:
We are excited to be merging AX Partner Connections, CRM Partners Connections and GP Partner Connections to form Dynamic Partner Connections (DPC). DPC is a member-driven organization that works to increase the success of all Microsoft Dynamics partners.
New to GP Workshops Peer Interactive Discussions Feedback Loops (Conduits) Help Desk.
... with more training opportunities to be announced
Register Today:reimagine2014.com
November 10-14, 2014 Fargo, ND
DPC
Herb Groves of Mohave PC Computers found the hidden logo in
Adrianne Machina’s “Business Rescue” article on page 18 of the
Spring 2014 magazine.
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!
BUS NESS RESCUE:5 Lessons from Makeover TV
18 SPRING 2014 | THEPARTNERCHANNEL.COM
Direction
WINTER 2012www.thepartnerchannel.com
ACLOUDCOMPENSATION
NEWOLDOut With the
In With the
FOR THE NEW YEAR
PLAN THAT WORKS
SETTING THE
contents
A publication dedicated to building a community for Partners
IN EVERY ISSUE
9Contributors
Surely on Santa’s Nice List
11On the Homefront
Sounds Like a Relationship
12News
Celebrating the Good in the
Community
15Events
Planning Winter Through Spring 2012
28TPC Interview
Mark Albrecht, Microsoft
43ISV Profile
Panatrack, Inc.
53Members Only Corner
5280 Solutions
54VAR Profile
The Resource Group
59The List
Updated and Ready for You
Each Quarter
82Advertiser IndexThe Product Experts
® Magazine
DEPARTMENTSLeadership
16The Entrepreneurs’ Corner
30My Team is in the Van.
Where Do We Go Now?
44You Can’t Go With the Flow if
You’re Stuck in a Box
Sales
18Make 2012 The Year That You
Keep Your Promises
34When Customers Sell for You
46A Compensation Plan That Works
Marketing
22Marketing Stickiness
36Out With the Old, In With the New
48Follow the Yellow Brick Road
FEATURES
25How Trustworthy Are You?
26TPC Caption Contest and Results
39Word-A-Ganza
40Convergence Tip of the Week
Festival
50Electronic Signature 101
52Logo Contest
56A Greeting from TPC
THEPARTNERCHANNEL.COM | WINTER 2012 5
Front cover Table of contents Photo caption
page
The end of
each articleAny 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!)
What could Jesse Byam possibily be thinking about?
Simply email your caption to Jenny at [email protected]. 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 all the other entries we receive.
CONTESTTPC Photo Caption
THEPARTNERCHANNEL.COM | WINTER 2012 26
Here’s a list of places where our logo usually appears, thus making them null and void when it comes to this contest:
Note: This is not the
hidden logo!
Summer 2014 CONTEST
SPRING 2014 Location
46 SUMMER 2014 | THEPARTNERCHANNEL.COM
AIM Technologies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .21
Altec. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
AXtension . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .32
Beck Consulting. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .44
Business Computers (Time Matrix) . . . . . . . . . . . . . . . .13
Corporate Renaissance Group . . . . . . . . . . . . . . . . . . . . . 6
Data Resolution . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .75
Dynamic Communities . . . . . . . . . . . . . . . . . . . . . . . . . .45
DynamicPoint Inc.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .76
Kamp-Data, Inc.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .40
k-eCommerce. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Liaison Software Corporation. . . . . . . . . . . . . . . . . . . . .47
MetaViewer from Metafile . . . . . . . . . . . . . . . . . . . . . . . . . 8
Microsoft Convergence . . . . . . . . . . . . . . . . . . . . . . . . . .15
Njevity, Inc.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .10
Nodus Technologies, Inc.. . . . . . . . . . . . . . . . . . . . . . . . .37
OneNeck IT Services . . . . . . . . . . . . . . . . . . . . . . . . . . . .33
Solver, Inc.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . Cover Band
The Partner Connections Event . . . . . . . . . . . . . . . . . . .14
Trans-Micro . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .20
Vicinity Manufacturing, Inc. . . . . . . . . . . . . . . . . . . . . . . . 4
WatServ . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .29
ADVERTISER INDEX
Just print the way you al-ways have; but, select the Liaison Messenger print driver. Liaison Messenger EDD will distribute every-thing simultaneously.
Utilize your existing report templates and contact lists from Dynamics AX, GP, SL and NAV to distribute forms like invoices, POs, & reports, even attachments.
automate
Auto-attach files like; un-paid invoices with AR statements, MSDS with shipping documents, in-stallation specs & invoices. You create the rules!!!
attach
Print, email, fax, ftp, ar-chive, encrypt, assemble, sort, convert, split, batch, burst, even password pro-tect any form or report and then send, store or print it.
distribute
THEPARTNERCHANNEL.COM | SUMMER 2014 47
MEMBERS ONLYCORNER
Members Only Tips and Tricks Conference CallEvery two months, The Partner Channel hosts a conference call for its members. Each 30-minute call
has a specific focus to help continue the success of your business. Calls take place the third Tuesday of
every other month at 11 a.m. CT. The call-in number, topic, and presenter information are sent via email
prior to the call. Contact Jasmine McNellis (see below) to participate in the call.
Thank You for Your Membership!Thank you to the many Microsoft Dynamics Partners who have joined The Partner Channel’s community.
For information on The Partner Channel Membership Program, please contact Jasmine McNellis at
701-526-3531 or [email protected].
Blue Moon Industries is an ISV for Microsoft Dynamics GP and provides
critical accounting and distribution functionality such as credit card
processing, manifest entry and tracking, chargeback tracking and
processing, invoice automation, and online invoice processing and
presentment. Blue Moon’s Operations Core module provides fully scalable
fulfillment and warehouse automation as well as EDI integration.
What activities do you enjoy during the summer months?Watching my son play baseball, going on vacation to visit my
family in San Diego, camping, and participating in one or two
triathlons.
What is your favorite thing about working in your role?Being able to help Partners and their customers be success-
ful by providing software products that are functional and meet
critical business needs. I also like the diversity of my role where I
The following Microsoft Dynamics Partners are celebrating their membership anniversary with The Partner Channel this quarter:
2005JULY» Azox
AUGUST» DFC Consultants, Ltd.
» Plumbline Solutions,
Inc.
2006JUNE» Vicinity Manufacturing
AUGUST» Encore Business
Solutions
2008AUGUST» Compass
Technologies
2009JULY» Joesoftware Inc.
2010JUNE» Blue Moon Industries
2012
AUGUST» T3 Information
Systems
Congratulations!
INTERVIEW
may be working on the sales process one day and then assisting a
Partner with an implementation the next day.
What is the best business advice you have been given?It’s a quote from Ray Bradbury: “Love what you do and do what you love.” I also learned to
take care of your employees and offer high-quality products to your customers, which helps make
everyone successful.
How do you recover from a bad idea or project? How do you figure out what Plan B is?I’ve learned that to recover from a bad idea or project you need to take the emotion out of the
situation, which allows you to be analytical. By reviewing what went well and what did not go well,
it helps you figure out what Plan B is and the steps you need to get there.
What is the most beneficial aspect of The Partner Channel’s membership program for your company and why?
Having access to other ISVs and to more Partners. The Partner Channel has a high level of quality
and respect, so we want to support the program and help it grow.
Janice Phelps, senior solutions consultant/operations director
48 SUMMER 2014 | THEPARTNERCHANNEL.COM
The List from The Partner Channel® is your tool for fi nding the solutions available from Microsoft Dynamics® Partners. Review the various industry, horizontal, and
service off erings available and you may just fi nd 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 [email protected].
NOTE: The Partner Channel off ers 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 “classifi ed” 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!
Introducing The List MOBILENow 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 50
Horizontal................Page 57
Services...................Page 72
KEY: Axapta Great Plains Navision Solomon Customer Relationship Management Retail Management System Point of Sale
50 SUMMER 2014 | THEPARTNERCHANNEL.COM
CuroGens, Inc. http://www.curogens.com • 317-815-8120
NEW: Vehicle Management System for Microsoft Dynamics® AX 2012 VMS provides a comprehensive solution for automotive manufacturing compa-nies that works from order placement over VIN/HIN assignment in production to sales/service and managing dealer networks.
Data Masons Software
http://www.datamasons.com • 866-575-1631 Vantage Point EDI for Dynamics Data Masons helps companies lever-age 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, Certifi ed Honda Compliance. Ideal for Automotive, Heavy Truck, RV/MC/ATV & more.
C hemicals
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 manufactur-ers is directly embedded within, not integrated to, MS Dynamics GP. Off 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 off ers decimal preci-sion, 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, produc-tion, & planning for Food, Beverage, Chemical, Cosmetic, Personal Care, & Pharmaceutical manufacturers.
C hurches and Ministries
BGE, Inc. http://www.bgeinc.net • 877-656-8800 FundVision Powerful fundraising, donor man-agement software for nonprofi ts to cultivate prospects; stay in touch with constituents; track campaigns; integrate w/Dynamics GP. Support Check Scanner, CC Processing, web donations.
Commodity Trades
Scalable Data Systems http://www.scalable.com.au/products/commodity-trading-module 425-931-9972
NEW: Commodity Trading Complete solution for Commodity Trading companies. Key Features: Contracts, Bulk Logistics, Allocations, Risk Management – Position, ForEx, Futures Hedging, Mark to Market Reports, Track Costs and Accruals.
C ondominium Developers
CORE Real Estate Software http://www.corerealestatesoftware.com 416-644-1456 CORE Real Estate Software From marketing and sales to décor and warranty tracking, manage all aspects of condominium development within the Microsoft Dynamics platform.
C onstruction
AXtension http://www.AXtension.com • +3177 323 2622 AXtension® Visual Planning Real-time insight for eff ective project and/or production planning.
AXtension http://www.AXtension.com • +3177 323 2622 AXtension® Project Cost Control Insight into budget, registration, fore-cast and control of your projects in one single view.
WennSoft, Inc. http://www.wennsoft.com • 262-821-4100 Signature Manage installation process. Bid, esti-mate & track project costs.
C onsumer Packaged Goods
Accellos, Inc. http://www.accellos.com • 719-433-7000 Accellos/vSync EDI EDI and supply chain compliance solu-tions 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.
Data Masons Software
http://www.datamasons.com • 866-575-1631 Vantage Point EDI for Dynamics Data Masons helps companies lever-age EDI into a competitive advantage by providing tight integration with Dynamics, without customizations.
Flintfox International Limited
http://www.fl 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 aff ord-able. TrueCommerce EDI is a Microsoft Gold Certifi ed Partner and certifi ed for Microsoft Dynamics GP.
Junction Solutions http://www.junctionsolutions.com/solutions/junction-fb-powered-by-ms-dynamics-ax/ 303-327-8800 JunctionFB for Food & Beverage Manufacturers A “Field to Fork” solution set built into Microsoft Dynamics AX, provid-ing 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 dispa-rate ones. 92,000+ users worldwide. Unprecedented visibility.
Industry IN
DU
STR
Y
Agriculture
Joesoftware Inc. http://www.joesoftware.com • 780-990-0220 Livestock Accelerator Producer Management and Livestock Movement/Quality Tracking accelerator for Dynamics CRM.
Scalable Data Systems http://www.scalable.com.au/products/commodity-trading-module 425-931-9972
NEW: Commodity Trading Complete solution for Commodity Trading companies. Key Features: Contracts, Bulk Logistics, Allocations, Risk Management – Position, ForEx, Futures Hedging, Mark to Market Reports, Track Costs and Accruals.
A pparel/Footwear
Junction Solutions http://www.junctionsolutions.com/solutions/ms-dynamics-ax-for-retail/overview/ 303-327-8800 Junction Solutions for Multi-Channel Retail Junction Solutions provides solutions & services designed specifi cally to help multichannel retailers innovate, manage & grow their business.
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.
Sunrise Technologies http://www.sunriseconsult.com • 336-722-6741
NEW: Apparel & Footwear Template Extends the native apparel and footwear functionality in Microsoft Dynamics AX. Order Matrix, Season Codes, Color/Size/Confi guration Scales, Customer Ship-To/Mark-For Addresses, Master Production Orders.
A utomotive
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: Axapta Great Plains Navision Solomon Customer Relationship Management Retail Management System Point of Sale
THEPARTNERCHANNEL.COM | SUMMER 2014 51
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 Suite-Forecasting, Inventory Mgmt, Purchase Order Planning, Vendor Lead Time Mgmt, Retail Store Planning and S&OP.
Total Dynamics Solutions, LLC
http://www.totaldynamicssolutions.com 877-855-8860
NEW: CPG Toolkit for Your Entire Organization • NO User/Seat Licensing Costs• Item & Customer Profi tability• Multiple Scenario Analysis• Variance Reporting• Top-down/Bottom -up planning by skew, cust, category etc.
C ross 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, workfl 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 manages product, customer, vendor, employees, and COA master data and their fi elds across multiple companies for better shared services. Gain from our experience!
Ariett Business Solutions, Inc.
http://www.ariett.com • 781-826-1120 Ariett Cloud Purchasing & Expense Management Requisition, Purchase Order Management, AP Invoice Automation with Document Manager, Expense Reporting with integrated Corporate & Personal Credit Cards, Cloud or On Premise.
AssureSign LLC
http://www.assuresign.com • 407-670-0400 AssureSign Electronic Signature Software Integrated cloud or on-premise enterprise class Electronic Signatures.
AvidXchange, Inc.
http://www.avidxchange.com/landing/microsoftdynamics • 704-971-8154 Complete Accounts Payable Software Solution Streamline invoice capture, intelligently route approvals and automate payments all in 45 days or less... guaranteed.
Business Systems Integrators
http://www.BusinessSysInteg.com 866-871-2097 EDI BSI provides superior EDI solutions for AX & GP, both on-premise & SaaS.
Datahaven for Dynamics http://www.datahaven4dynamics.com 757-222-2000 Datahaven for Dynamics Datahaven is the only scanning, OCR, and workfl ow solution natively embed-ded—not simply integrated—throughout the Microsoft Dynamics user experience and available to non-Dynamics users from Microsoft Outlook.
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 225M+ companies and 100M+ professional contacts, and includes real-time feeds from LinkedIn, Twitter, and others.
docSTAR http://www.docstar.com • 888-docSTAR eclipse Smart AP Automation Solution Auto route & approve invoices with Intelligent Data Capture recognition.
eRequester by Paperless
Business Systems http://www.erequester.com 206-256-0771 ext. 123 eRequester Web-based procurement and expense management workfl ow solution.
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/JBC.htm 888-525-8874 ext. 462 JAT Benefi ts Connect (JBC) JBC communicates enrollment data to carriers and insurance providers.
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.
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.
PaperSave http://www.PaperSave.com • 877-727-3799 PaperSave PaperSave is a Certifi ed for Microsoft Dynamics Document Management, Electronic Workfl ow & Invoice Automation solution that eliminates inherent risks and ineffi ciencies associated with paper.
Paramount Technologies
http://www.paramounttechnologies.com 800-725-4408 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.
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!
E ducation
Blue Moon Industries http://www.bluemoonisv.com • 401-276-9000 Advanced GL Close Adds multiple GL segment selection capability during year-end close.
Equipment Dealers
Scalable Data Systems http://www.scalable.com.au 425-931-9972
NEW: Enterprise Asset ManagementMaintain operations and ensure cru-cial assets are not offl ine. Features: Scheduling, Failure Mgmnt, Warranty, Downtime and Maintenance Analysis.
E quipment Rental and Leasing
HSO http://www.hso-equipment.com • 847-348-0588 HSO Equipment Rental/Leasing Total Service/Rental Lifecycle: Quotes w/ Guided Selling. Rent/Service by the hour, day, week, month. Ability to lease w/ buy-out or sell. Service/Rental Items are Inventory & Fixed Assets within AX.
F inance/Banking
AssureSign LLC
http://www.assuresign.com • 407-670-0400 AssureSign Electronic Signature Software Integrated cloud or on-premise enterprise class Electronic Signatures.
IND
USTR
Y
KEY: Axapta Great Plains Navision Solomon Customer Relationship Management Retail Management System Point of Sale
52 SUMMER 2014 | THEPARTNERCHANNEL.COM
AvidXchange, Inc.
http://www.avidxchange.com/landing/microsoftdynamics • 704-971-8154 Complete Accounts Payable Software Solution Streamline invoice capture, intelligently route approvals and automate payments all in 45 days or less... guaranteed.
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 fi rms.
F ood and Beverage
Accellos, Inc. http://www.accellos.com • 719-433-7000 Accellos/vSync EDI EDI and supply chain compliance solu-tions for Microsoft Dynamics.
Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workfl ow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.
Appolis http://www.appolis.com • 612-343-0404 WithoutWire™ Warehouse Appolis WithoutWire™ Warehouse Management Solution provides fully integrated traceable lot tracked inven-tory for Manufacturers and Distributors.
Arbela Technologies http://www.arbelatech.com • 949-291-4777 Arbela Technologies Our specialties can align with all your industry-specifi c and evolving business needs. With minimum customizations, we tailor Dynamics AX to eff ectively reduce costs and improve effi ciency. 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 automat-ing 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 manufactur-ers is directly embedded within, not integrated to, MS Dynamics GP. Off 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.
Blue Horseshoe http://www.supplychaindynamicsax.com 317-573-2583 Supply Chain Suite for Dynamics AX Unlike other solutions, Supply Chain Suite embeds industry-specifi c func-tionality directly into the business layer of Dynamic AX’s architecture. Increase revenue, profi t margins and asset utilization.
Business Systems Integrators
http://www.BusinessSysInteg.com 866-871-2097 EDI BSI provides superior EDI solutions for AX & GP, both on-premise & SaaS.
Flintfox International Limited
http://www.fl 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 aff ord-able. TrueCommerce EDI is a Microsoft Gold Certifi ed Partner and certifi ed for Microsoft Dynamics GP.
Horizons International
http://www.qualityessentialssuite.com 866-949-9504 ext. 811 Quality Essentials Suite Quality Mgt. System off ers decimal preci-sion, cert. of analysis, non-conformance, material holds, reporting, data export. Integrated to Dynamics, Horizons Manufacturing, also non-integrated application avail.
Junction Solutions http://www.junctionsolutions.com/solutions/junction-fb-powered-by-ms-dynamics-ax/ 303-327-8800 JunctionFB for Food & Beverage Manufacturers A “Field to Fork” solution set built into Microsoft Dynamics AX, provid-ing 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.
Metafile Information Systems, Inc.
http://www.metaviewer.com • 507-286-9232 MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solu-tions by adding integrated scanning, OCR, eInvoicing, workfl ow, and AP/AR Automation.
Northlake Partners http://www.TheNorthlakePartners.com 425-773-9606 NorthScope - Sales Management Complete Sales Management for Food Manufacturers w/workfl ow, automated email & status change, confi 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 Suite-Forecasting, Inventory Mgmt, Purchase Order Planning, Vendor Lead Time Mgmt, Retail Store Planning and S&OP.
Scalable Data Systems http://www.scalable.com.au/products/commodity-trading-module 425-931-9972
NEW: Commodity Trading Complete solution for Commodity Trading companies. Key Features: Contracts, Bulk Logistics, Allocations, Risk Management – Position, ForEx, Futures Hedging, Mark to Market Reports, Track Costs and Accruals.
Vicinity Manufacturing
http://www.vicinitymanufacturing.com 770-421-2467 Vicinity Written for the process manufacturing industry Vicinity manages formulation, quality control, compliance, produc-tion, & planning for Food, Beverage, Chemical, Cosmetic, Personal Care, & Pharmaceutical manufacturers.
Government
Blue Moon Industries http://www.bluemoonisv.com • 401-276-9000 Advanced GL Close Adds multiple GL segment selection capability during year-end close.
Thomson Reuters, Tax and
Accounting - Government http://tax.thomsonreuters.com/aumentum 866-471-2900 Thomson Reuters Aumentum Thomson Reuters Aumentum provides government revenue mgmt. solutions.
G overnment Contracting
Unanet Technologies http://www.unanet.com • 703-689-9440 Unanet Project Portfolio Resource planning, time/expense tracking & project accounting for GP/SL.
H ealthcare
Business Computers
Software, Inc. http://www.business-computers.com 303-494-9390 Time Matrix Time Clock that integrates with Dynamics GP PR, HR, PA, & Manufacturing.
IND
UST
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KEY: Axapta Great Plains Navision Solomon Customer Relationship Management Retail Management System Point of Sale
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Computer Information
Enterprises http://www.compinfo.com • 949-263-0910 ImageLink ImageLink is a seamless, fully integrated document management solution de-signed for users of Microsoft Dynamics SL and Microsoft Dynamics GP who desire to reduce the amount of paper within their organization.
Integrated Software, Inc. http://www.isiusa.com • 321-984-1986 Health Care Management Billing and Financial Management for Home Health and Long Term Care.
Kronos Incorporated http://www.kronos.com • 800-225-1561 Workforce Central® Suite Seamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources and fi nancial processes.
Paramount Technologies
http://www.paramounttechnologies.com 800-725-4408 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 in-tegration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service.
Vertical Solutions, Inc. http://www.vertsol.com • 513-891-7997 VServiceManagement Enterprise fi eld service management: Asset Mgmt., Service Projects, SLAs, Contracts/Warranty Mgmt., Dispatch & HTML5 BYOD mobility with store & forward functionality. On premise or private/public cloud.
H igh Tech and Electronics
Experlogix, Inc. http://www.experlogix.com 805-504-9729 ext. 712 Experlogix CPQ (Confi gure Price Quote) for Microsoft Dynamics CRM & ERPExperlogix CPQ solutions meet the demands of today’s competitive mar-ketplace by simplifying the process of selling customized products, accelerat-ing proposal development times and increasing quote-to-order ratios.
QBD Systems http://www.qbdsys.com • 800-743-9003 Universal PLM Integration Integration w/ PLM s/w incl. Agile, Arena, Aras, Solidworks EPDM & more.
Red Maple http://www.redmaple.com • 972-980-6963 Red Maple's Advanced Trade and Pricing Adv Trade extends pricing capabilities to include complex pricing structures, extends billing, billing schedules and revenue recognition of complex transac-tions. Contracts can be generated and managed easily.
H ome Furnishings
Sunrise Technologies http://www.sunriseconsult.com • 336-722-6741
NEW: Microsoft Dynamics AX for Home Furnishings Sunrise provides expertise in managing the complex home furnishings supply chain: container assembly and tracking, product families and sets, item master fl exibility, product confi guration, and mobile order entry.
I ndustrial Equipment
Experlogix, Inc. http://www.experlogix.com 805-504-9729 ext. 712 Experlogix CPQ (Confi gure Price Quote) for Microsoft Dynamics CRM & ERPExperlogix CPQ solutions meet the demands of today’s competitive mar-ketplace by simplifying the process of selling customized products, accelerat-ing proposal development times and increasing quote-to-order ratios.
HSO http://www.hso-equipment.com • 847-348-0588 HSO Equipment for Rental/Service/Parts Total Service/Rental Lifecycle: Quotes w/ Guided Selling. Rent/Service by the hour, day, week, month. Ability to lease w/ buy-out or sell. Service/Rental Items are Inventory & Fixed Assets within AX.
mcaConnect http://mcaconnect.net • 866-622-0669
NEW: Microsoft Dynamics AX for Industrial Equipment Manufacturers Leveraging a clear manufacturing industry focus, mcaConnect provides innovative Dynamics AX solutions and services for mid-market and enterprise-size manufacturers, enabling clients to achieve competitive supremacy.
Scalable Data Systems http://www.scalable.com.au 425-931-9972
NEW: Enterprise Asset ManagementMaintain operations and ensure cru-cial assets are not offl ine. Features: Scheduling, Failure Mgmnt, Warranty, Downtime and Maintenance Analysis.
Vertical Solutions, Inc. http://www.vertsol.com • 513-891-7997 VServiceManagement Enterprise fi eld service management: Asset Mgmt., Service Projects, SLAs, Contracts/Warranty Mgmt., Dispatch & HTML5 BYOD mobility with store & forward functionality. On premise or private/public cloud.
I nsurance
AssureSign LLC
http://www.assuresign.com • 407-670-0400 AssureSign Electronic Signature Software Integrated cloud or on-premise enterprise class Electronic Signatures.
Corporate Renaissance Group
http://www.employee-performance.com 613-232-4295 emPerform Easy-to-use, web-based appraisal system that integrates employee reviews, goal management, succession planning, compensation management, 360° multi-rater feedback, unlimited web surveys and reporting.
L ean Manufacturing
mcaConnect http://mcaconnect.net • 866-622-0669
NEW: Areteium from mcaConnect Our Lean Enterprise solution bridges the gap between ERP and Lean. Backed by our breakthrough Lean toolkit, Areteium, we enable clients to make data-driven decisions to improve processes and enhance profi tability.
L ife Sciences
Armanino http://www.amllp.com/microsoft-dynamics 925-790-2600 Armanino A Gold Certifi ed ERP/CRM Partner, we provide award-winning implementation and support for Dynamics to meet your industry-specifi c needs.
Junction Solutions http://www.junctionsolutions.com/solutions/life-sciences/overview/ • 303-327-8800
NEW: Junction Solutions for Life Sciences From emerging biotechnology fi rms to global biopharmaceuticals and medical device companies, Junction Solutions provides solutions designed specifi -cally to help life sciences companies innovate and grow.
M aintenance 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 solu-tions for managing strategic assets and operations.
Scalable Data Systems http://www.scalable.com.au 425-931-9972
NEW: Enterprise Asset ManagementMaintain operations and ensure cru-cial assets are not offl ine. Features: Scheduling, Failure Mgmnt, Warranty,
Downtime and Maintenance Analysis.
M anufacturing
AIM Computer Solutions, Inc. http://www.aimcom.com • 586-439-0300 AIM Vision Lean, Repetitive and Supply Chain Mgmt. off ering with real time alerts.
Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workfl ow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.
Arbela Technologies http://www.arbelatech.com • 949-291-4777 Arbela Technologies Our specialties can align with all your industry-specifi c and evolving business needs. With minimum customizations, we tailor Dynamics AX to eff ectively reduce costs and improve effi ciency. Gain from our experience!
Armanino http://www.amllp.com/microsoft-dynamics 925-790-2600 Armanino A Gold Certifi ed ERP/CRM Partner, we provide award-winning implementation and support for Dynamics to meet your industry-specifi c needs.
ASC Software http://www.ascsoftware.com • 937-429-1428 ASCTrac Award winning, scalable Warehouse Management Solutions & MFG operations.
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® Visual Planning Real-time insight for eff ective project and/or production planning.
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AXtension http://www.AXtension.com • +3177 323 2622 AXtension® Project Cost Control Insight into budget, registration, fore-cast and control of your projects in one single view.
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 manufactur-ers is directly embedded within, not integrated to, MS Dynamics GP. Off 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.
Business Computers Software, Inc.
http://www.business-computers.com 303-494-9390 Time Matrix Time Clock that integrates with Dynamics GP PR, HR, PA, & Manufacturing.
Computer Information Enterprises
http://www.compinfo.com • 949-263-0910 ImageLink ImageLink is a seamless, fully integrated document management solution de-signed for users of Microsoft Dynamics SL and Microsoft Dynamics GP who desire to reduce the amount of paper within their organization.
docSTAR http://www.docstar.com • 888-docSTAR eclipse Smart AP Automation Solution Auto route & approve invoices with Intelligent Data Capture recognition.
eNSYNC Solutions, Inc. http://www.ScanWorkX.com • 913-647-8640 ScanWorkX for Dynamics AX Extend Dynamics AX to nearly any mo-bile 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 CPQ (Confi gure Price Quote) for Microsoft Dynamics CRM & ERPExperlogix CPQ solutions meet the demands of today’s competitive mar-ketplace by simplifying the process of selling customized products, accelerat-ing 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 aff ord-able. TrueCommerce EDI is a Microsoft Gold Certifi ed Partner and certifi ed for Microsoft Dynamics GP.
Kronos Incorporated http://www.kronos.com • 800-225-1561 Workforce Central® Suite Seamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources and fi 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 pur-chasing via comparing component time-phased demand to dynamic vendor lead-time. Works with Inventory items as components or fi nished goods. Gain visibility & control.
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).
Metafile Information Systems, Inc.
http://www.metaviewer.com • 507-286-9232 MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solu-tions by adding integrated scanning, OCR, eInvoicing, workfl ow, and AP/AR Automation.
Northlake Partners http://www.TheNorthlakePartners.com 425-773-9606 NorthScope - Sales Order Complete Sales Management for Food Manufacturers w/workfl ow, automated email & status change, confi 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.
RF-SMART http://ax.rfsmart.com • 904-399-8500 RF-SMART Data Collection #1 brand of mobile solutions for AX warehousing, manufacturing, & retail inventory control. "Your Supply Chain: Mobile. Accurate. Real time."
Scalable Data Systems http://www.scalable.com.au/products/advanced-production-scheduling-module 425-931-9972
NEW: Advanced Production Scheduling Review and adjust Prod. Schedule from the Gantt Chart. Key Features: Dashboard View, Additional sort sequences, Reroute to alt. work centers.
Scalable Data Systems http://www.scalable.com.au/products/commodity-procurement-for-manufacturing 425-931-9972
NEW: Procurement for Manufacturing Procurement of raw materials for manu-facturing with integrated MRP. Key Features: Contracts, Bulk Logistics, Allocations, Risk Management – Position, ForEx, Futures Hedging, Track Costs and Accruals.
Sierra Workforce Solutions
http://www.sierraws.com • 800-822-0973 Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data in-tegration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service.
Sunrise Technologies http://www.sunriseconsult.com • 336-722-6741
NEW: Microsoft Dynamics AX for Manufacturing Deep expertise in supply chain imple-mentations. Get a tier 1, omni-channel, global solution for the lowest cost on the market, backed by Sunrise Global Support.
Vertical Solutions, Inc. http://www.vertsol.com • 513-891-7997 VServiceManagement Enterprise fi eld service management: Asset Mgmt., Service Projects, SLAs, Contracts/Warranty Mgmt., Dispatch & HTML5 BYOD mobility with store & forward functionality. On premise or private/public cloud.
Vicinity Manufacturing
http://www.vicinitymanufacturing.com 770-421-2467 Vicinity Written for the process manufacturing industry Vicinity manages formulation, quality control, compliance, produc-tion, & planning for Food, Beverage, Chemical, Cosmetic, Personal Care, & Pharmaceutical manufacturers.
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.
M edia 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 ProSports™ More teams in the NFL, MLB, NBA & NHL use KORE than any other software. CRM for sponsorships, ticket sales, premium seating & media traffi cking.
KORE Software http://www.KOREsoftware.com • 480-240-5662 KORE MediaPitch™ KORE MediaPitch™ is the media indus-try’s leading platform for transform-ing a generic CRM into a media sales powerhouse.
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P roperty Management
360 Visibility Inc. http://www.360PM.ca • 905-907-3600 360 Property Manager Written using Microsoft Dynamics NAV, 360 Property Manager© is an end-to-end software that helps you manage your entire real estate life cycle.
AvidXchange, Inc.
http://www.avidxchange.com/landing/microsoftdynamics • 704-971-8154 Complete Accounts Payable Software Solution Streamline invoice capture, intelligently route approvals and automate payments all in 45 days or less... guaranteed.
P ublishing
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.
R entals
Open Door Technology http://www.opendoorrentalsoftware.com 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.
R etail
Alba Spectrum Corporation http://www.albaspectrum.com • 773-384-9264 Alba360 Matrix Inventory Manage apparel or any inventory iden-tifi ed by groups of attributes. Defi 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 Our specialties can align with all your industry-specifi c and evolving business needs. With minimum customizations, we tailor Dynamics AX to eff ectively reduce costs and improve effi ciency. Gain from our experience!
N on-Profit Organizations
BGE, Inc. http://www.bgeinc.net • 877-656-8800 FundVision Powerful fundraising, donor man-agement software for nonprofi 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 800-725-4408 WorkPlace for Non-Profi ts Requisition & Expense with GL Distribution, Encumbrance & Audit Trails.
Sierra Workforce Solutions
http://www.sierraws.com • 800-822-0973 Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data in-tegration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service.
Unanet Technologies http://www.unanet.com • 703-689-9440 Unanet Project Portfolio Resource planning, time/expense tracking & project accounting for GP/SL.
O il and Gas
Computer Information Enterprises
http://www.compinfo.com • 949-263-0910 ImageLink ImageLink is a seamless, fully integrated document management solution de-signed for users of Microsoft Dynamics SL and Microsoft Dynamics GP who desire to reduce the amount of paper within their organization.
HSO http://www.hso-equipment.com 847-348-0588 HSO Equipment for Rental/Service/Parts Total Service/Rental Lifecycle: Quotes w/ Guided Selling. Rent/Service by the hour, day, week, month. Ability to lease w/ buy-out or sell. Service/Rental Items are Inventory & Fixed Assets within AX.
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.
mcaConnect http://ax4energy.com • 877-244-6980
NEW: AX4energy Oil & Gas Solutions AX4energy provides a package of soft-ware and services designed for Oilfi eld Services companies and Downstream/Upstream operations. Includes Upstream Exploration & Production and Joint Venture Accounting.
WennSoft, Inc. http://www.wennsoft.com • 262-821-4100 Evolution Manage resources, track assets, auto-mate fi eld ticketing, improve cash fl ow.
P harmaceuticals
Armanino http://www.amllp.com/microsoft-dynamics 925-790-2600 Armanino A Gold Certifi ed ERP/CRM Partner, we provide award-winning implementation and support for Dynamics to meet your industry-specifi c needs.
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 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
Horizons International
http://www.qualityessentialssuite.com 866-949-9504 ext. 811 Quality Essentials Suite Quality Mgt. System off ers decimal preci-sion, cert. of analysis, non-conformance, material holds, reporting, data export. Integrated to Dynamics, Horizons Manufacturing, also non-integrated application avail.
Junction Solutions http://www.junctionsolutions.com/solutions/life-sciences/overview/ • 303-327-8800
NEW: Junction Solutions for Life Sciences From emerging biotechnology fi rms to global biopharmaceuticals and medical device companies, Junction Solutions provides solutions designed specifi -cally to help life sciences companies innovate and grow.
Panatrack, Inc. http://www.panatrack.com • 262-361-4950 PanatrackerGP for Inventory Management Add an integrated bar code solution and turn GP into you WMS for inven-tory management. An easy to install solution with robust features.
P rofessional Services
AXtension http://www.AXtension.com • +3177 323 2622 AXtension® Visual Planning Real-time insight for eff ective project and/or production planning.
AXtension http://www.AXtension.com • +3177 323 2622 AXtension® Project Cost Control Insight into budget, registration, fore-cast and control of your projects in one single view.
JOVACO Solutions Inc. http://www.jovaco.com • 888-988-3535 ext. 122 JOVACO Project Suite Project accounting for professional ser-vice fi rms to manage projects through web-based time & expense and resource mgmt modules. Top features: extensive reporting, multi-company & inter-departmental capabilities.
Rockton Software http://www.rocktonconnect.com • 877-476-2586
NEW: Rockton Connect Accounting built inside Microsoft Dynamics CRM specifi cally for profes-sional service organizations.
Templeton Solutions http://www.templetonsolutions.com 561-798-9988 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.
Unanet Technologies http://www.unanet.com • 703-689-9440 Unanet Project Portfolio Resource planning, time/expense tracking & project accounting for GP/SL.
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Avalara, Inc.
http://www.info.avalara.com/TheList 877-780-4848 Avalara for Sales Tax Automation Automate and eliminate the complex-ity of sales tax management with Avalara. A cloud-based sales and use tax calculation, exemption certifi cate management, fi ling and remittance solution for Microsoft Dynamics.
Dynamics Anywhere http://www.dynamicsanywhere.com +31 78 68 11 234
NEW: AX Anywhere and NAV Anywhere Access Dynamics AX and NAV anywhere, anytime from any mobile device.
HSO http://www.hso-retail.com • 847-348-0588 HSO Omni Channel/Catalog/3PL Integrated Omni-Channel with stream-lined Order Management, Cart Picking, Integrated Promotions with webstore, RFM Scoring, Cross Sell, LTV, Key codes, List Management, Kitting.
Junction Solutions http://www.junctionsolutions.com/solutions/ms-dynamics-ax-for-retail/overview/ 303-327-8800 Junction Solutions for Multi-Channel Retail Junction Solutions provides solutions & services designed specifi cally to help multichannel retailers innovate, manage & grow their business.
Kronos Incorporated http://www.kronos.com • 800-225-1561 Workforce Central® Suite Seamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources and fi nancial processes.
Metafile Information Systems, Inc.
http://www.metaviewer.com • 507-286-9232 MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solu-tions by adding integrated scanning, OCR, eInvoicing, workfl ow, and AP/AR Automation.
Panatrack, Inc. http://www.panatrack.com • 262-361-4950 PanatrackerGP Field Sales & Inventory Extend GP to capture sales transactions at the point of activity.
Panatrack, Inc. http://www.panatrack.com • 262-361-4950 PanatrackerGP for Inventory Management Add an integrated bar code solution and turn GP into you WMS for inven-tory management. An easy to install solution with robust features.
Red Maple http://www.redmaple.com • 972-980-6963 Red Maple's Advanced Credit Cards for Retail Adv. CC for Retail allows you to process credit cards in retail environments and directly integrate into AX. PCI validated CC solution native to AX. Red Maple has many processor options for CC for Retail.
Red Maple http://www.redmaple.com • 972-980-6963 Red Maple's Advanced Credit Cards PCI validated CC solution native to AX and Retail for AX. We integrate to 13+ processors. Take payments in SO, AR or Projects. Tokenization is available. Process CC in multiple countries. Handle complex transactions.
Total Dynamics Solutions, LLC
http://www.totaldynamicssolutions.com 877-855-8860
NEW: Retail Toolkit for Your Entire Organization • NO User/Seat Licensing Costs• Integrated Store/Merch Planning• Ticket/item/employee detail• Corporate & Store level P&Ls• Inventory analytics/optimization • Product life-cycle management
S ocial Services
BGE, Inc. http://www.bgeinc.net • 877-656-8800 FundVision Powerful fundraising, donor man-agement software for nonprofi ts to cultivate prospects; stay in touch with constituents; track campaigns; integrate w/Dynamics GP. Support Check Scanner, CC Processing, web donations.
S oftware
Corporate Services
http://www.corpservice.com • 800-293-6822 TrakQuip and RTMS Software Solutions Whether you own, rent, or utilize equip-ment, TrakQuip & RTMS make it easy to track & manage your assets, automate routine business operations, & produce excellent fi nancial information to ac-curately run your business.
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 225M+ companies and 100M+ professional contacts, and includes real-time feeds from LinkedIn, Twitter, and others.
S oftware Manufacturers
Red Maple http://www.redmaple.com • 972-980-6963 Red Maple's Advanced Trade and Pricing Adv Trade extends pricing capabilities to include complex pricing structures, extends billing, billing schedules and revenue recognition of complex transac-tions. Contracts can be generated and managed easily.
Rockton Software http://www.rocktonconnect.com • 877-476-2586
NEW: Rockton Connect Accounting built inside Microsoft Dynamics CRM specifi cally for software companies.
S taffing/Recruiting
Joesoftware Inc. http://www.joesoftware.com • 780-990-0220 Recruitment Accelerator Web-based recruiting mgmt, resume collection & on-boarding accelerator.
W arehouse Management
Accellos, Inc. http://www.accellos.com • 719-433-7000 Accellos One Warehouse Fully-integrated warehouse manage-ment & data-collection for MS Dynamics.
Alba Spectrum Corporation http://www.albaspectrum.com • 773-384-9264 Alba360 WMS Customizable Bar-coding & Warehouse Management System designed for Dynamics GP. Supports PO Receiving, Labeling, Inventory Adjustments, Transfers, Stock Counts, Picking and Shipping.
Appolis http://www.appolis.com • 612-343-0404 WithoutWire™ Warehouse Appolis WithoutWire™ Warehouse Management Solution provides fully integrated traceable lot tracked inven-tory for Manufacturers and Distributors.
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 Product for Warehouse Management- AxoLOGIX AxSource has built tightly integrated solutions to extend AX functionality to the warehouse for Multiple Units of Measure (UOM), Catch Weight, Traceability, Real-Time Data Management, EDI. Visit www.AxoLOGIX.com.
Blue Moon Industries http://www.bluemoonisv.com • 401-276-9000 Operations Core Help your backoffi ce work more ef-fectively with your warehouse.
Blue Moon Industries http://www.bluemoonisv.com • 401-276-9000 Pack and Ship, powered by ShipRush Provides improved workfl ow for your packing station and seamless integra-tion for UPS, FedEx and USPS. Powered by ShipRush (by Z-Firm), this module provides a rich, common user interface across all three carriers.
Dynamics Anywhere http://www.dynamicsanywhere.com +31 78 68 11 234
NEW: AX Anywhere and NAV Anywhere Access Dynamics AX and NAV anywhere, anytime from any mobile device.
eNSYNC Solutions, Inc. http://www.ScanWorkX.com • 913-647-8640 ScanWorkX for Dynamics AX Extend Dynamics AX to nearly any mo-bile device. More than 75 standard DAX functions with and without barcoding. Custom transactions available.
Lanham Associates® http://www.lanhamassoc.com 678-379-4200 ext. 105 ACE Warehousing© Flexibility from basic to advanced func-tionality. Receiving, picking, shipping, realtime inventory in NAV via wireless devices. Also grows to license plating, serial no. tracking & production output registration.
Panatrack, Inc. http://www.panatrack.com • 262-361-4950 PanatrackerGP for Inventory Management Add an integrated bar code solution and turn GP into you WMS for inven-tory management. An easy to install solution with robust features.
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Tasklet Factory http://www.taskletfactory.com • +45 96 354 500 Mobile WMS for Dynamics NAV Mobile WMS is a user-friendly Mobile Warehouse Management solution with on/offl ine mode that integrate out-of-the-box with Dynamics NAV.
Tasklet Factory http://www.taskletfactory.com • +45 96 354 500 Mobile WMS for Dynamics AX Mobile WMS is a user-friendly Mobile Warehouse Management solution with on/offl ine mode that integrate out-of-the-box with Dynamics AX.
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 fi les.
W holesale Trade: Durable Goods
Accellos, Inc. http://www.accellos.com • 719-433-7000 Accellos/vSync EDI EDI and supply chain compliance solu-tions 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 lever-age EDI into a competitive advantage by providing tight integration with Dynamics, without customizations.
Flintfox International Limited
http://www.fl 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).
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 Suite-Forecasting, Inventory Mgmt, Purchase Order Planning, Vendor Lead Time Mgmt, Retail Store Planning and S&OP.
Scalable Data Systems http://www.scalable.com.au/products/landed-cost-module 425-931-9972
NEW: Landed CostManage Multiple Vendors/PO’s as a shipment to improve effi ciency/vis-ibility. Key features: Accruals, Auto Cost Allocation, in transit costing.
W holesale 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.
Scalable Data Systems http://www.scalable.com.au/products/landed-cost-module 425-931-9972
NEW: Landed CostManage Multiple Vendors/PO’s as a shipment to improve effi ciency/vis-ibility. Key features: Accruals, Auto Cost Allocation, in transit costing.
Horizontal
A ccounting
Rockton Software http://www.rocktonconnect.com • 877-476-2586
NEW: Rockton Connect Accounting built inside Microsoft Dynamics CRM.
A nalytics
Arbela Technologies http://www.arbelatech.com • 949-291-4777 Arbela Technologies Our specialties can align with all your industry-specifi c and evolving business needs. With minimum customizations, we tailor Dynamics AX to eff ectively reduce costs and improve effi ciency. Gain from our experience!
Encore Business Solutions http://www.encorebusiness.com 888-679-5720 ext. 336 Project Tracking with Advanced Analytics Streamline your COA’s. Record & report rev, expense & profi t by proj; against budgets; over multiple yrs. Great al-ternate to GP Proj. Acctg.
Encore Business Solutions http://www.encorebusiness.com 888-900-4992 ext. 336 Advanced SmartList Enhanced analysis of SmartList data. Ad-hoc reports & queries on the fl y. Sort, fi lter & re-order columns easily. Sum groups of info fast.
Kronos Incorporated http://www.kronos.com • 800-225-1561 Workforce Central® Suite Seamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources and fi nancial processes.
A pplication Lifecycle Management
Adxstudio Inc. http://www.adxstudio.com • 800-508-7811 Adxstudio ALM Toolkit Application lifecycle management for Dynamics CRM solutions and data.
A sset Maintenance/MRO/EAM
eRPortal Software Group LLC
http://www.erportalsoftware.com 413-233-5404 eRPortal CMMS Software Suite The eRPortal Software Group provides high performance, web-enabled, Asset Management, Maintenance Management, and Materials Tracking software solu-tions for managing strategic assets and operations.
Vertical Solutions, Inc. http://www.vertsol.com • 513-891-7997 VServiceManagement Enterprise fi eld service management: Asset Mgmt., Service Projects, SLAs, Contracts/Warranty Mgmt., Dispatch & HTML5 BYOD mobility with store & forward functionality. On premise or private/public cloud.
WennSoft, Inc. http://www.wennsoft.com • 262-821-4100 Signature Manage asset maintenance, distribution and scheduling for profi table utilization.
A utomation
mc² http://www.mc2software.com • 303-872-3000 GP Agent Schedule maintenance - checklists, script statements, reconcile & more.
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B anking
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 fi rms.
Barcode Data Collection
Computer Productivity Services Inc.
http://www.cps.fi nancial.offi celive.com/BarCode.aspx • 905-847-7746 CPS - Bar Code Label Application for POP, SOP, Inventory and Fixed Assets Generate Labels for an entire transac-tion with a single click. $1500.
Computer Productivity Services Inc.
http://www.cps.fi nancial.offi celive.com/Inventory.aspx • 905-847-7746 CPS - Wireless Inventory Physical Count State of the Art count and adjust inven-tory by class/site $3500. Ideal for Lot or Serialized Inventory. Also available for fi xed assets.
Dynamic Manufacturing Solutions
http://www.dynms.com • 780-988-0215 Time Collection, Warehouse Mobile Data Collection Decision support and barcoded data collection for warehousing, production and time and attendance. Supports all NAV versions and confi gurations.
eNSYNC Solutions, Inc. http://www.ScanWorkX.com • 913-647-8640 ScanWorkX for Dynamics AX Extend Dynamics AX to nearly any mo-bile device. More than 75 standard DAX functions with and without barcoding. Custom transactions available.
Panatrack, Inc. http://www.panatrack.com • 262-361-4950 PanatrackerGP for Inventory Management Add an integrated bar code solution and turn GP into you WMS for inven-tory management. An 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.
RF-SMART http://ax.rfsmart.com • 904-399-8500 RF-SMART Data Collection #1 brand of mobile solutions for AX warehousing, manufacturing, & retail inventory control. "Your Supply Chain: Mobile. Accurate. Real time."
B udgeting
deFacto Global, Inc.
http://www.deFactoGlobal.com 203-894-1789 ext. 221 deFacto Performance Management Premier “All-in-One” Dynamics Financial & Operational Budgeting, Forecasting, Consolidation, Analysis and Reporting, Excel/Web-based. Powerful, Aff ordable.
Dynamic Budgets http://www.dynamicbudgets.com 650-332-6650 Dynamic Budgets Budgeting/forecasting that can be implemented in < 2 hours. We’ve just added budgeting for Analytical Accounting! Features: Export to GP, Payroll, Fixed & Variable Allocations, Multi-company, Sub ledger lookups...
T3 Information Systems http://www.fullcirclebudget.com 202-419-5100 Full Circle Budget Simple and fl exible Excel-based bud-geting 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 877-855-8860
NEW: Budgeting & Planning ToolKit for Your Entire Organization • NO User/Seat Licensing Costs• Financial & Sales Planning• Procurement Planning• Trade Management• Secure input, consolidation, and Versioning; top-down/bottom-up
B usiness Intelligence
Client Strategy Group http://www.csgax.com • 216-524-2574 Dynamics AX Done Right! CSG has proven expertise in: AX Performance Tuning, Business Intelligence, and AX 2012 Upgrades.
Corporate Renaissance Group http://www.trendminer-xrm.com 613-232-4295 Trend Miner Ground breaking historical trend analysis & B.I. visualization for Dynamics CRM. Go beyond a snapshot of data to reveal eye-opening trends for better planning & decision making.
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 225M+ companies and 100M+ professional contacts, and includes real-time feeds from LinkedIn, Twitter, and others.
deFacto Global, Inc.
http://www.deFactoGlobal.com 203-894-1789 ext. 221 deFacto Performance Management Premier “All-in-One” Dynamics Financial & Operational Budgeting, Forecasting, Consolidation, Analysis and Reporting, Excel/Web-based. Powerful, Aff 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 fi elds in GP.
Globe Software http://www.globesoftware.com • 701-235-4084 Atlas - Real-time Reporting & Upload into AX from Microsoft Offi ce Using Atlas, you'll see how real-time two way data validation integrates between Offi ce & AX. Improve your productivity with self-suffi cient reporting capabili-ties as well as eliminating the need to rekey data.
Halo Business Intelligence
http://www.halobi.com • 888-300-0219 Halo Business Intelligence Any source, data quality, rapidly deploy, predict, collaborate & mobile.
SMB Suite http://www.smbsuite.com • 888-525-6398 SMB Intelligence Grow smarter and improve effi ciency by integrating all functions of your business, with role-based dashboards, reporting, and forecasting.
Sunrise Technologies
http://www.sunriseconsult.com 336-722-6741
NEW: Sunrise BI Put data to work anytime, on any device, anywhere; enabling companies to make decisions and take action–empower-ing users beyond BI. Provides mobile, analytics, and extension/completion of transactional systems.
Total Dynamics Solutions, LLC
http://www.totaldynamicssolutions.com 877-855-8860
NEW: Business Intelligence Plus Toolkit for Your Entire Organization • NO User/Seat Licensing Costs• Dynamic Cubes (GL/Profi t/&More)• Web-based Reporting• Dashboards• Admin Tools: Security/ Scenarios/Hierarchy/ & More
ZAP http://www.zapbi.com • 415-889-5740
NEW: ZAP Business Intelligence ZAP provides 'Buy, Not Build' busi-ness intelligence for companies using Microsoft Dynamics AX, CRM and NAV. With 1000+ pre-packaged analytics, our BI deployments are rapid and deliver immediate business outcomes.
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Business Process Management
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 & workfl ow process automation. Speed decision making, eliminate manual tasks & instantly access document information directly from your Dynamics GP screen.
Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workfl 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 manages product, customer, vendor, employees, and COA master data and their fi elds across multiple companies for better shared services. Gain from our experience!
docSTAR http://www.docstar.com • 888-docSTAR eclipse Smart AP Automation Solution Auto route & approve invoices with Intelligent Data Capture recognition.
JAT Computer Consulting, Inc. http://www.jatnet.com/JBC.htm 888-525-8874 ext. 462 JAT Benefi ts Connect (JBC) JBC communicates enrollment data to carriers and insurance providers.
Metafile Information Systems, Inc.
http://www.metaviewer.com • 507-286-9232 MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solu-tions by adding integrated scanning, OCR, eInvoicing, workfl ow, and AP/AR Automation.
ReadSoft http://www.readsoft.com • 504-841-0100 ReadSoft Online for Accounts Payable Automation Automate your invoice processing by eliminating data entry, manual approvals & fi ling with capture & workfl ow tools integrated with Microsoft Dynamics. Based on 20+ years of experience & 8500 customers worldwide.
C heck Printing
Liaison Software Corp
http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger DD Batch email password protected Direct Deposit Statements to Employees.
MHC Software, Inc.
http://www.mhcsoftwareinc.com 952-882-3341 Document Express Accounts Payable & Payroll MICR Check Printing MICR checks print to blank stock from standard Dynamics output. Ideal for unique customizations- print virtu-ally any data available in Dynamics on checks. Digitized signatures, positive pay, secure remote printing.
Trans-Micro, Inc. http://www.checkfactory.com • 800-749-2335 Check Factory Visual Series v5 for Dynamics GP and SL Check Factory® Visual Series is a MICR check and forms printing software solu-tion designed to completely replace the need to purchase pre-printed checks and forms. Check Factory works inside Dynamics GP and SL.
C ommissions
Flaum Technologies Inc. http://www.CommissionCalc.com 888-962-6667 ext. 24 CommissionCalc The practical way to automate "impos-sible" commission plans.
Red Maple http://www.redmaple.com • 972-980-6963 Red Maple's Advanced Commissions Adv Commissions is fl exible and handles complex commissions. Commissions can be calculated based on many criteria and can be paid at invoice, upon pay-ment or periodically. It can be used in SO, Projects, AR & AP.
Sikich http://www.Sikich.com • 630-566-8400 NAV Commission Management System Simplify commissions with commission management software for Dyn NAV.
C ompliance
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.
AIM Technologies http://www.aim-technologies.com/acadashboard.html • 888-234-0428 The ACA Dashboard Complete solution for proactive man-agement and reporting for compliance with the Aff 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.
Arbela Technologies http://www.arbelatech.com • 949-291-4777 Arbela Security Manager Arbela Security Manager allows you to focus on your business and not your technology needs. On average, our customers have gained 90% effi ciency in managing and auditing processes. Gain from our experience!
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 certifi ed Auditors. Get the data your Auditors want - Fast!
Rockton Software http://www.rocktonsoftware.com 877-476-2586
NEW: Auditor Track data changes in Microsoft Dynamics GP, including at the SQL database level.
Rockton Software http://www.rocktonsoftware.com 877-476-2586
NEW: Dynamics GP Toolbox Over 25 customer-suggested tools for every user of Microsoft Dynamics GP. Inactivity Timeout, Security Manager, User Lockout & more.
Cost Accounting
Corporate Renaissance Group
http://www.crgroup.com • 613-232-4295 Cost Allocator Perform multi-level account allocations using 1 of 4 methods: percentage values, fi xed amounts, cost drivers/measures, or account balance. Integrates with Dynamics, other ERP solutions or as a stand-alone system.
C redit Card/Check Processing
Ariett Business Solutions, Inc.
http://www.ariett.com • 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.
BGE, Inc. http://www.bgeinc.net • 877-656-8800 Green (Account) Payable Most secure account payable via EFT, Multi-level approval, remittance info, email notifi cation. Support JPM format, Integrate seamlessly with GP.
Blue Moon Industries http://www.bluemoonisv.com • 401-276-9000 Credit Card Payments, powered by Mercury® 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.
ChargeLogic http://www.chargelogic.com • 877-292-2520 ChargeLogic Payments Leading PCI validated credit card & payment processing solution for NAV.
Integrated Software, Inc. http://www.isiusa.com • 321-984-1986 Check Processing Electronic Check Processing integrated with SOP and Cash Receipts.
Integrated Software, Inc. http://www.isiusa.com • 321-984-1986 Credit Card Authorization PCI validated. Token-based system eliminates need to store sensitive credit card data. Handles all your credit card processing needs. Seamlessly integrated with Sales Order Processing and Cash Receipts.
k-eCommerce http://www.k-eCommerce.com • 734-928-6010 Credit Card Extension Secure, PCI validated ACH/credit card solution with batch processing and ability to store sensitive data off site with tokenization.
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Nodus Technologies, Inc. http://www.nodus.com • 909-482-4701 Credit Card Advantage Our ePayment solution will simplify your payment acceptance process & reconciliation, reduce credit card fees & fulfi ll PCI requirements.
Nodus Technologies, Inc. http://www.nodus.com • 909-482-4701 CRM Charge Our secure ePayment solution will simplify credit card and eCheck pro-cessing, reduce credit card fees & help fulfi ll PCI requirements for CRM online and on premise.
Red Maple http://www.redmaple.com • 972-980-6963 Red Maple's Advanced Credit Cards for Retail Adv. CC for Retail allows you to process credit cards in retail environments and directly integrate into AX. PCI validated CC solution native to AX. Red Maple has many processor options for CC for Retail.
Red Maple http://www.redmaple.com • 972-980-6963 Red Maple's Advanced Credit Cards PCI validated CC solution native to AX and Retail for AX. We integrate to 13+ processors. Take payments in SO, AR or Projects. Tokenization is available. Process CC in multiple countries. Handle complex transactions.
C ustomer Relationship Management
Armanino http://www.amllp.com/microsoft-dynamics 925-790-2600 Armanino A Gold Certifi ed ERP/CRM Partner, we provide award-winning implementa-tion and support for Dynamics to meet your industry-specifi c needs.
eBridge Connections
http://www.ebridgeconnections.com 800-755-6921 eBridge for CRM Cloud solution for seamless integration of customer & opportunity data.
Experlogix, Inc. http://www.experlogix.com 805-504-9729 ext. 712 Experlogix CPQ (Confi gure Price Quote) for Microsoft Dynamics CRM & ERPExperlogix CPQ solutions meet the demands of today’s competitive mar-ketplace by simplifying the process of selling customized products, accelerat-ing proposal development times and increasing quote-to-order ratios.
mcaConnect http://mcaconnect.net • 866-622-0669
NEW: CRM We are a global leader in delivering Dynamics CRM/XRM solutions. Our success is exemplifi ed by multiple Microsoft Partner of the Year awards and numerous customer success stories.
SMB Suite http://www.smbsuite.com • 888-525-6398 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.
Visionary Software Consulting, Inc.
http://crm-rules.com • 877-276-1942 CRM Rules for Microsoft Dynamics CRM 2011 & 2013 Easily customize complex, dynamic CRM forms. More powerful than PBL.
D ata Integration
Admiral Consulting Group http://www.admiral-west.com/solutions_activeconnect.html • 866-794-1275 ext. 101 ActiveConnect Integrate data from your website, SQL Server, ODBC, or Excel up to 20x faster and more easily than with Integration Manager, for less cost. Also send data directly from Excel to Dynamics with a click of a button.
Alba Spectrum Corporation http://www.albaspectrum.com • 773-384-9264 Alba360 Posting Server GP Automated GP posting utility optimized for high transaction volume with support for audit trails, email error notifi cation, Inter/cross-company transactions, batch selection rules & 3rd party application integration.
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 continu-ally updated business data on 225M+ 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, eCommerce & CRM systems.
Encore Business Solutions http://www.encorebusiness.com 888-679-5720 ext. 336 Project Tracking with Advanced Analytics Streamline your COA’s. Record & report rev, expense & profi t by proj; against budgets; over multiple yrs. Great alternate to GP Proj. Acctg.
Globe Software http://www.globesoftware.com • 701-235-4084 Atlas - Real-time Reporting & Upload into AX from Microsoft Offi ce Using Atlas, you'll see how real-time two way data validation integrates between Offi ce & AX. Improve your productivity with self-suffi cient report-ing capabilities as well as eliminating the need to rekey data.
D ata Management
Accellos, Inc. http://www.accellos.com • 719-433-7000 Accellos One Warehouse Fully-integrated warehouse manage-ment & data-collection for MS Dynamics.
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 continu-ally updated business data on 225M+ companies and 100M+ professional contacts, and includes real-time feeds from LinkedIn, Twitter, and others.
D istribution
Accellos, Inc. http://www.accellos.com • 719-433-7000 Accellos One Warehouse Fully-integrated warehouse manage-ment & data-collection for MS Dynamics.
Arbela Technologies http://www.arbelatech.com • 949-291-4777 Arbela Technologies Our specialties can align with all your industry-specifi c and evolving business needs. With minimum customizations, we tailor Dynamics AX to eff ectively reduce costs and improve effi ciency. Gain from our experience!
ASC Software http://www.ascsoftware.com • 937-429-1428 ASCTrac Award winning, scalable Warehouse Management Solutions & MFG operations.
AXtension http://www.AXtension.com • +3177 323 2622 AXtension® Kitting Multiple items dynamically combined into one product.
Beck Consulting http://www.bcpacknship.com 800-456-1970 ext. 110 bcPackNShip bcPacknShip is the easiest and most effi 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.
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 specifi cally to make the EDI process in NAV easy to manage and cost effi cient to deploy.
Blue Horseshoe http://www.supplychaindynamicsax.com 317-573-2583 Supply Chain Suite for Dynamics AX Unlike other solutions, Supply Chain Suite embeds industry-specifi c func-tionality directly into the business layer of Dynamic AX’s architecture. Increase revenue, profi t margins and asset utilization.
Blue Moon Industries http://www.bluemoonisv.com • 401-276-9000 SOP Auto Invoice Adds automatic sales order transfer, invoice printing & posting to SOP.
Blue Moon Industries http://www.bluemoonisv.com • 401-276-9000 Advanced BOM Ability to associate sale order/assem-bly & purchase order/assembly and disassembly.
Blue Moon Industries http://www.bluemoonisv.com • 401-276-9000 Pack and Ship, powered by ShipRush Provides improved workfl ow for your packing station and seamless integra-tion for UPS, FedEx and USPS. Powered by ShipRush (by Z-Firm), this module provides a rich, common user interface across all three carriers.
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Blue Moon Industries http://www.bluemoonisv.com • 401-276-9000 Chargeback Processing Provides deductions management capability for cash receipts processing.
Blue Moon Industries http://www.bluemoonisv.com • 401-276-9000 Container Management Enter manifests, receive FOB, track goods in transit.
HSO http://www.hso.com • 847-348-0588 HSO Business Apps for Distribution Built on the base of over 100+ Distribution clients, HSO has over 200 “Business Apps” including – Landed Cost Tracking, Container Management, Advanced com-missions, HSO Connect BI/SharePoint/CRM, Advanced Pricing etc.
KTL Solutions, Inc. http://www.ktlsolutions.com • 866-960-0001 KTL SOP Advanced Distribution Allows you to dynamically defi 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.
Northlake Partners http://www.TheNorthlakePartners.com 425-773-9606 NorthScope - 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.
RockySoft http://www.RockySoft.com 970-493-0868 ext. 105 Inventory Management and Supply Chain Planning Pack Light Supply Chain Mgmt Suite-Forecasting, Inventory Mgmt, Purchase Order Planning, Vendor Lead Time Mgmt, Retail Store Planning and S&OP.
Scalable Data Systems http://www.scalable.com.au/products/landed-cost-module 425-931-9972
NEW: Landed CostManage Multiple Vendors/PO’s as a shipment to improve effi ciency/vis-ibility. Key features: Accruals, Auto Cost Allocation, in transit costing.
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!
Document Management
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, workfl ow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.
Ariett Business Solutions, Inc.
http://www.ariett.com • 781-826-1120 Ariett Cloud Document Management & Automation Service New breakthrough Windows Azure Cloud Service that automatically processes your documents & transactions - AP Invoices, contracts, expense receipts etc with zero employee involvement.
Ariett Business Solutions, Inc.
http://www.ariett.com/ • 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 • +3177 323 2622 AXtension® Enterprise Content Management Optimized use of tagged documents in your critical business processes.
Computer Information
Enterprises http://www.compinfo.com • 949-263-0910 ImageLink ImageLink is a seamless, fully integrated document management solution de-signed for users of Microsoft Dynamics SL and Microsoft Dynamics GP who desire to reduce the amount of paper within their organization.
CuroGens, Inc. http://www.curogens.com • 317-815-8120
NEW: SharePoint Document Connector for Microsoft Dynamics® AX 2012 SharePoint Document Connector for Microsoft Dynamics® AX 2012 is a customized solution that enables companies to merge the best features of Microsoft SharePoint seamlessly with Microsoft Dynamics® AX 2012.
Datahaven for Dynamics http://www.datahaven4dynamics.com 757-222-2000 Datahaven for Dynamics Datahaven is the only scanning, OCR, and workfl ow solution natively embed-ded—not simply integrated—throughout the Microsoft Dynamics user experience and available to non-Dynamics users from Microsoft Outlook.
docSTAR http://www.docstar.com • 888-docSTAR eclipse Smart AP Automation Solution Auto route & approve invoices with Intelligent Data Capture recognition.
Esker Inc http://www.esker.com • 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.
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).
MaxxVault LLC http://www.maxxvault.com/MaxxDynamics.html • 516-880-6800 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 workfl ow.
Metafile Information Systems, Inc.
http://www.metaviewer.com • 507-286-9232 MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solu-tions by adding integrated scanning, OCR, eInvoicing, workfl ow, and AP/AR Automation.
MHC Software, Inc.
http://www.mhcsoftwareinc.com 952-882-3341 MHC Image Express Electronically archive vendor invoices,HRdocs, POs & more. Automated document entry. Retrieve documents from Dynamics screens or web browser. Retrieve related documents with a single click. Workfl ow & Report imaging.
PaperSave http://www.PaperSave.com • 877-727-3799 PaperSave PaperSave is a Certifi ed for Microsoft Dynamics Document Management, Electronic Workfl ow & Invoice Automation solution that eliminates inherent risks and ineffi ciencies associated with paper.
E -commerce
Avalara, Inc.
http://www.info.avalara.com/TheList 877-780-4848 Avalara for Sales Tax Automation Automate and eliminate the complex-ity of sales tax management with Avalara. A cloud-based sales and use tax calculation, exemption certifi cate management, fi ling and remittance solution for Microsoft Dynamics.
ChargeLogic http://www.chargelogic.com • 877-292-2520 ChargeLogic Connect Easy ecommerce integration w/ NAV. PCI-compliant cloud payment solution.
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Computer Pundits Corporation
http://www.eCommerce21.com • 888-786-3487 eCommerce21® 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 Cloud integration with 20+ eCommerce platforms eg. Magento, Amazon, eBay.
Kamp-Data, Inc. http://www.kampdata.com • 406-404-2036 KampData TaxEngine Manage & report nationwide sales & use taxes from any application.
k-eCommerce http://www.k-eCommerce.com • 734-928-6010 k-eCommerce Integrated B2B, B2C & Sales Portal websites deployed on premise or in a PCI Compliant cloud. Built-in CMS, SEO, multilingual / multicurrency capabilities & responsive web design to support mobile & tablet devices.
Nodus Technologies, Inc. http://www.nodus.com • 909-482-4701 eStore Solution Stack Go beyond shopping cart integration with our automated web store for handing web orders and fulfi lling them through Dynamics GP.
SMB Suite http://www.smbsuite.com • 888-525-6398 SMB eCommerce Take your business online with SMB e-Commerce. Create web storefronts, track and manage the customer buy-ing experience, and accurately process transactions, which are fully integrated with SMB Suite solutions.
E DI
AIM Computer Solutions, Inc.
http://www.aimcom.com/Autosys.htm 586-439-0300 AIM Vision AutoSys EDI, AIAG barcode labels, Demand Mgmt, Release Acctg., MMOG-LE/TS16949.
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 specifi cally to make the EDI process in NAV easy to manage and cost effi 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.
Data Masons Software
http://www.datamasons.com • 866-575-1631 Vantage Point EDI for Dynamics Data Masons helps companies lever-age EDI into a competitive advantage by providing tight integration with Dynamics, without customizations.
eBridge Connections
http://www.ebridgeconnections.com 800-755-6921 eBridge for EDI Cloud EDI solution, no transaction fees, 1000+ trading partners.
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 solu-tion that is easy to use, robust, and aff ordable. TrueCommerce EDI is a Microsoft Gold Certifi ed Partner and certifi ed for Microsoft Dynamics GP.
Isis, Inc. http://www.isissoftware.com/enha/isis_sl_positive_pay.aspx • 804-762-4200 Positive Pay Perform Positive Pay from Accounts Payable and Payroll to your issuing bank.
Isis, Inc. http://www.isissoftware.com/enha/isis_sl_expanded_master_info.aspx • 804-762-4200 401K Data Interchange Transmit your 401K collection data from Payroll electronically to your investment bank.
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 dis-parate 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 won't lock you in. Full function. Fair Price.
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, Certifi ed Honda Compliance. Ideal for Automotive, Heavy Truck, RV/MC/ATV & more.
RedTail Solutions http://www.redtailsolutions.com • 508-983-1900 RedTail EDI Freedom to Do Business: Stick to what you do best - our cloud service manages your EDI. Integrated with ERP/WMS/3PL systems. Lowest total cost.
Scalable Data Systems http://www.scalable.com.au/products/electronic-document-interchange 425-931-9972
NEW: EDIStreamline communications between customers/vendors. Key Features: Auto transfer between parties, Orders, Invoices, ASN’s & Multi location.
E lectronic Document Delivery (Email)/Faxing
ACOM Solutions, Inc. http://www.acom.com/dynamicsGP 800-347-3638 Integrated Document Management and Process Automation for Dynamics GP Automatically capture, route, deliver, archive and securely access information directly from Dynamics GP screens and via Web Browser.
Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workfl 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 workfl ow solution natively embed-ded—not simply integrated—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/us • 617-401-3341 Active Documents for Sales and Purchasing Email singular or bulk remittances, statements, SOP & POP docs directly from Dynamics GP. Also enables RE-PRINTING of remittances.
Rockton Software http://www.rocktonsoftware.com 877-476-2586
NEW: Dynamics Report Manager Any report, any time, any where, on any device.
E lectronic Signatures
AssureSign LLC
http://www.assuresign.com • 407-670-0400 AssureSign Electronic Signature Software Integrated cloud or on-premise enterprise class Electronic Signatures.
E xpense Solutions
Alba Spectrum Corporation http://www.albaspectrum.com • 773-384-9264 Alba360 Credit Card Expense Manager Credit card statement import, category-based GL distributions, AP vouchers generation. Employee Web Portal & Email options for self-service expense category assignment.
Ariett Business Solutions, Inc.
http://www.ariett.com/ • 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.
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Ariett Business Solutions, Inc.
http://www.ariett.com • 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.
DynamicPoint http://www.dynamicpoint.com • 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 eff 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 workfl ow solution.
Gorilla Expense http://www.gorillaexpense.com 877-973-6737
NEW: Gorilla Expense The Gorilla Expense T&E solution includes mobile apps, corp. & personal credit card integration, project accounting related expenses, multi-currency, VAT/GST features, policy setup & integration to GP, NAV, SL & AX.
Joesoftware Inc. http://www.joesoftware.com • 780-990-0220 Spencer Easy, confi gurable, web-based ex-pense tracking system. Seamlessly drive Payables or Project Accounting. Credit card integration, workfl ow, multi-currency, VAT support, electronic receipts and more.
Paramount Technologies
http://www.paramounttechnologies.com 800-725-4408 WorkPlace Expense Web-based Travel Request and Expense entry. Mobile expense and receipt capture with integration to AP and Projects.
F ield Service Management
FieldBoss http://www.fi eldboss.com 416-256-4995 ext. 221 FieldBoss - Field Service. Simplifi ed. Automates workfl ow for fi eld service companies. Increase effi ciency and reduce operating costs while improving the level of customer service.
FieldOne Systems
http://www.fi eldone.com • 201-252-8900 FieldOne Sky An end-to-end platform supporting all phases of fi eld service management including routing and scheduling, work process automation, communications, and business intelligence with support for any mobile device.
Vertical Solutions, Inc. http://www.vertsol.com • 513-891-7997 VServiceManagement Enterprise fi eld service management: Asset Mgmt., Service Projects, SLAs, Contracts/Warranty Mgmt., Dispatch & HTML5 BYOD mobility with store & forward functionality. On premise or private/public cloud.
WennSoft, Inc. http://www.wennsoft.com • 262-821-4100 Signature Innovative fi eld service solutions stream-line operations from sales to the fi eld to accounting.
F inancial Services
ICAN Software Corporation http://www.icansoftware.com • 253-777-0708 Investment Assets Unrealized and realized gains/losses, amortization, interest accruals, track portfolios and percent of ownership by multiple entities.
F ixed Assets
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.
G eneral Ledger
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 depart-ments, perform tiered allocations, and even allocate transactions. Advanced Allocations also allows you to preview allocation entries before committing them to your ledger.
Alba Spectrum Corporation http://www.albaspectrum.com • 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 • 773-384-9264 Alba360 Advanced Quick Journals Allows intercompany and multicur-rency transactions to be included in GL Quick Journals.
Alba Spectrum Corporation http://www.albaspectrum.com • 773-384-9264 Alba360 Advanced Customer Merge Customer merge utility designed for large databases. Provisional merge selects, reviews & approves customers to merge. Final merge transfers data to the primary customer. Can update third party tables.
Corporate Renaissance Group http://www.crgroup.com/AATools 613-232-4295 AA Tools for Analytical Accounting AA Tools has 4 modules (AA Backfi ller, AA Changer, AA SegmentConverter, AA Cubes) to manage the data in AA. Backfi ll AA data, change AA codes, convert GL segments to AA Dimensions, and complete analytics.
Sikich http://www.ExcelIntegrator.com • 260-485-0665 Infinia Integrator GL Allow users to Copy-Paste-Import journal entries from Excel to Dynamics.
H R Management
Corporate Renaissance
Group http://www.employee-performance.com 613-232-4295 emPerform Easy-to-use, web-based appraisal system that integrates employee reviews, goal management, succession planning, compensation management, 360° multi-rater feedback, unlimited web surveys and reporting.
Genbil Software http://www.genbil.com • 503-914-6304
NEW: GenbilHREasily manage all HR processes in CRM; Recruitment, Learning, Personnel
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, budget-ing and managing FTE’s, and more!
JAT Computer Consulting, Inc. http://www.jatnet.com/JBC.htm 888-525-8874 ext. 462 JAT Benefi ts Connect (JBC) JBC communicates enrollment data to carriers and insurance providers.
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.
Kronos Incorporated http://www.kronos.com • 800-225-1561 Workforce Central® Suite Seamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources and fi nancial processes.
Paychex http://mystaffi ngpro.com • 800-939-2462 myStaffingPro Applicant Tracking System Recruiting software to qualify applicants, track jobs, and select hires.
SMB Suite http://www.smbsuite.com • 888-525-6398 SMB HR & Payroll Consolidate all HR information and systems with SMB HR & Payroll, including employee and benefi ts administration, employee self- service, payroll, and tax compliance.
I nter-company Processing
Corporate Renaissance Group http://www.crgroup.com/combiner • 613-232-4295 Company Combiner With Company Combiner, multiple companies with the same COA can be combined into a single company. Organizations are able to manage all of the companies setup in Dynamics GP from a single company. Services are avail.
mc² http://www.mc2software.com • 303-872-3000 Advanced Intercompany Transactions Inter- and intra- company solution for GL, PM, RM, POP, PR, BR, and IV.
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m-hance Inc http://www.m-hance.com/us • 617-401-3341
NEW: Inter-company Trading for Dynamics GP View and select stock, auto generate purchase/sales orders, auto match invoice when goods received, drop ship in partner company. Save time, reduce lost sales and input errors by eliminating manual processes.
Sikich http://www.ExcelIntegrator.com • 260-485-0665 Infinia Integrator MEM Copy & paste GP intercompany trans-actions or Binary Stream MEM from Excel to GP.
I nventory Enhancement
Blue Moon Industries http://www.bluemoonisv.com • 401-276-9000 Advanced BOM Ability to associate sale order/assem-bly & purchase order/assembly and disassembly.
Blue Moon Industries http://www.bluemoonisv.com • 401-276-9000 Quality Count Provides the most robust and complete physical inventory functionality.
Panatrack, Inc. http://www.panatrack.com • 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 fi les.
I nventory Management
Alba Spectrum Corporation http://www.albaspectrum.com • 773-384-9264 Alba360 Matrix Inventory Manage apparel or any inventory iden-tifi ed by groups of attributes. Defi 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 • 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 Certifi ed ERP/CRM Partner, we provide award-winning implementation and support for Dynamics to meet your industry-specifi c needs.
ASC Software http://www.ascsoftware.com • 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 effi 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 • 913-647-8640 ScanWorkX for Dynamics AX Extend Dynamics AX to nearly any mo-bile device. More than 75 standard DAX functions with and without barcoding. Custom transactions available.
Lanham Associates® http://www.lanhamassoc.com 678-379-4200 ext. 105 AFP (Advanced Forecasting and Procurement) for Distribution Best fi t forecasting & multi-site replen-ishment solution with DRP, collabora-tion, promotions, drill-down visibility & multiple rollup views.
Lanham Associates® http://www.lanhamassoc.com 678-379-4200 ext. 105 AFP (Advanced Forecasting and Procurement) for Manufacturing Enables just-in-time production pur-chasing via comparing component time-phased demand to dynamic vendor lead-time. Works with Inventory items as components or fi nished goods. Gain visibility & control.
Panatrack, Inc. http://www.panatrack.com • 262-361-4950 PanatrackerGP for Inventory Management Add an integrated bar code solution and turn GP into you WMS for inven-tory management. An 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 Suite-Forecasting, Inventory Mgmt, Purchase Order Planning, Vendor Lead Time Mgmt, Retail Store Planning and S&OP.
I nvoicing Enhancement
AvidXchange, Inc.
http://www.avidxchange.com/landing/microsoftdynamics • 704-971-8154 Complete Accounts Payable Software Solution Streamline invoice capture, intelligently route approvals and automate payments all in 45 days or less... guaranteed.
AXtension http://www.AXtension.com • +3177 323 2622 AXtension® Invoice Processing Optimized accounts payable invoice processing.
DynamicPoint http://www.dynamicpoint.com/products/invoice_automation.aspx • 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 eff ectively automate, real-time management of invoice to payment processing.
Encore Business Solutions http://www.encorebusiness.com 888-647-7113 ext. 336 Subscription Billing (formerly called Recurring Contract Billing) Automates & manages cyclical & sub-scription based billings.
Isis, Inc. http://www.isissoftware.com/enha/isis_sl_ar_collections.aspx • 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.
k-eCommerce http://www.k-eCommerce.com • 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.
m-hance Inc http://www.m-hance.com/us • 617-401-3341 Purchase Management for Dynamics GP Flexible end-to-end solution which increases effi ciency of the purchasing process. Web based, user friendly with adaptable workfl ows. Modules:• Requisitions • Goods receipt • Invoicing • Expenses • Approval app
Nodus Technologies, Inc. http://www.nodus.com • 909-482-4701 ePay Advantage - Online Bill Pay Improve cash fl ow, automate A/R with the latest in online bill payment technol-ogy that is seamlessly integrated with Dynamics GP. Also provides an online solution to automate your recurring billing cycles.
ReadSoft http://www.readsoft.com • 504-841-0100 ReadSoft Online for Accounts Payable Automation Automate your invoice processing by eliminating data entry, manual approvals & fi ling with capture & workfl ow tools integrated with Microsoft Dynamics. Based on 20+ years of experience & 8500 customers worldwide.
Red Maple http://www.redmaple.com • 972-980-6963 Red Maple's Advanced Trade and Pricing Adv Trade extends pricing capabilities to include complex pricing structures, extends billing, billing schedules and revenue recognition of complex transac-tions. Contracts can be generated and managed easily.
J ob Costing
JOVACO Solutions Inc. http://www.jovaco.com • 888-988-3535 ext. 122 JOVACO Project Suite Project accounting for professional ser-vice fi rms to manage projects through web-based time & expense and resource mgmt modules. Top features: extensive reporting, multi-company & inter-departmental capabilities.
Scalable Data Systems http://www.scalable.com.au/products/workforce-planning 425-931-9972
NEW: Timesheet - Labor Costing ManagementAllow real time visibility of costs to current projects. Key Features: Payroll Integration, Workfl ow Approvals, Total hours or start/end times.
Scalable Data Systems http://www.scalable.com.au/products/workforce-planning 425-931-9972
NEW: Shift & Roster ManagementDesign and implement rosters to meet complex requirements of 24/7 opera-tions. Key Features: Roster Positions, Shift Calendar, Sub Contractors.
Sierra Workforce Solutions
http://www.sierraws.com • 800-822-0973 Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data in-tegration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service.
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WennSoft, Inc. http://www.wennsoft.com • 262-821-4100 Signature Manage costs by closely tracking all components of a project - labor, materi-als, equipment, etc.
M anufacturing Enhancement
eNSYNC Solutions, Inc. http://www.ScanWorkX.com • 913-647-8640 ScanWorkX for Dynamics AX Extend Dynamics AX to nearly any mo-bile device. More than 75 standard DAX functions with and without barcoding. Custom transactions available.
Horizons International
http://www.qualityessentialssuite.com 866-949-9504 ext. 811 Quality Essentials Suite Quality Mgt. System off ers decimal preci-sion, cert. of analysis, non-conformance, material holds, reporting, data export. Integrated to Dynamics, Horizons Manufacturing, also non-integrated application avail.
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.
WilloWare, Inc. http://www.willoware.com 888-339-4556 ext. 1 MO Generator MO Generator creates a set of MO's for a parent item and all make-to-stock sub-assemblies below the parent. Import Items, MO's, Experlogix MO's
M arketing Automation
CoreMotives, a Silverpop company
http://www.coremotives.com • 770-916-6485 CoreMotives Marketing Suite Marketing power for 1,600+ companies using Microsoft Dynamics CRM: Email marketing, Lead scoring, Web track-ing, Event management, Web forms, Surveys, and Nurture marketing – all native within your CRM.
InfoGrow Corporation http://www.CRM2Emails.com 800-897-9807 ext. 225
NEW: CRM2Email CRM2Emails off ers organizations that use MS Dynamics CRM a highly eff ec-tive e-marketing tool at their fi nger tips using the power of Constant Contact.
M obility
ChargeLogic https://www.chargelogic.com/anywhere 877-292-2520 ChargeLogic Anywhere Mobile credit card processing that transfers orders & payments into NAV.
Panatrack, Inc. http://www.panatrack.com • 262-361-4950 PanatrackerGP Field Sales & Inventory Extend GP to capture sales transactions at the point of activity.
Multi-Entity Management
Arbela Technologies http://www.arbelatech.com • 949-291-4777 Master Data Centralization For Dynamics AX Arbela's Master Data Centralization for Dynamics AX manages product, customer, vendor, employees, and COA master data and their fi elds across multiple companies for better shared services. Gain from our experience!
Occupational Health & Safety
Joesoftware Inc. http://www.joesoftware.com • 780-990-0220
NEW: Marshal Keep Operational Health and Safety records up-to-date and audit ready from the fi eld or the offi ce using Marshal.
P ayables Enhancement
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 end-to-end. Intelligently recognize content within documents to automatically process, route, securely archive & ac-cess info directly from your Dynamics GP screens & via Web browser.
Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workfl ow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.
Ariett Business Solutions, Inc.
http://www.ariett.com/ • 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.
Ariett Business Solutions, Inc.
http://www.ariett.com • 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.
AvidXchange, Inc.
http://www.avidxchange.com/landing/microsoftdynamics • 704-971-8154 Complete Accounts Payable Software Solution Streamline invoice capture, intelligently route approvals and automate payments all in 45 days or less... guaranteed.
BGE, Inc. http://www.bgeinc.net • 877-656-8800 Green (Account) Payable Most secure account payable via EFT, Multi-level approval, remittance info, email notifi cation. Support JPM format, Integrate seamlessly with GP.
DynamicPoint http://www.dynamicpoint.com/products/invoice_automation.aspx • 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 eff ectively automate, real-time management of invoice to payment processing.
Esker Inc http://www.esker.com • 800-368-5283 Document Process Automation Addressing processes like accounts payable, accounts receivable, and sales order processing, Esker solutions enable companies to automate the reception, processing and sending of documents with one platform.
ICAN Software Corporation http://www.icansoftware.com 253-777-0708 ext. 112 Mass Apply Payables Mass Apply Payables automates the process of applying payments and credit memos against AP vouchers. It also is an integration tool for import-ing vendors, vouchers/credit memos, manual payments, & apply info.
Isis, Inc. http://www.isissoftware.com/enha/isis_sl_apar_refunds.aspx • 804-762-4200 AP-AR Refunds Save time by generating refunds be-tween Accounts Payable and Accounts Receivable or bring balances to zero.
Isis, Inc. http://www.isissoftware.com/enha/isis_sl_positive_pay.aspx • 804-762-4200 Positive Pay Perform Positive Pay from Accounts Payable and Payroll to your issuing bank.
Kamp-Data, Inc. http://www.kampdata.com • 406-404-2036 DynamicZip Manage & report nationwide sales and use taxes from within GP.
KTL Solutions, Inc. http://www.ktlsolutions.com • 866-960-0001 KTL FastAP Brings distribution window and pay-ment 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.
MaxxVault LLC http://www.maxxvault.com/MaxxDynamics.html • 516-880-6800 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 workfl ow.
m-hance Inc http://www.m-hance.com/us • 617-401-3341 Purchase Management for Dynamics GP Flexible end-to-end solution which increases effi ciency of the purchasing process. Web based, user friendly with adaptable workfl ows. Modules:• Requisitions • Goods receipt• Invoicing • Expenses • Approval app
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MHC Software, Inc.
http://www.mhcsoftwareinc.com 952-882-3341 Electronic Payment Notifi cations Email and/or fax remittance advices to vendors rather than printing and mailing. System also can be used for employee reimbursements. Huge cost and time savings. Fast ROI.
Paramount Technologies
http://www.paramounttechnologies.com/Solution_InvoiceAutomation.aspx 800-725-4408
NEW: WorkPlace AP Invoice Automation Enforce spend management and ap-provals for PO and non-PO Invoices.
ReQlogic http://www.reqlogic.com • 734-302-2316 ReQlogic ReQlogic is a browser-based employee productivity suite providing solutions for eProcurement, requisitions, vendor invoices, time & expense, and advanced workfl ow.
Sikich http://www.ExcelIntegrator.com • 260-485-0665 Infinia Integrator AP Allow users to Copy-Paste-Import AP transactions from Excel to Dynamics.
Trans-Micro, Inc. http://www.checkfactory.com • 800-749-2335 Check Factory Visual Series v5 for Dynamics GP and SL Check Factory® Visual Series is a MICR check and forms printing software solu-tion designed to completely replace the need to purchase pre-printed checks and forms. Check Factory works inside Dynamics GP and SL.
P ayroll 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.
BGE, Inc. http://www.bgeinc.net • 877-656-8800 Green (Account) Payable Most secure account payable via EFT, Multi-level approval, remittance info, email notifi 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 fi le and pay your payroll taxes.
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-2‘s, managing complex payroll posting requirements/corrections, confi guring overtime rules and more!
Isis, Inc. http://www.isissoftware.com/enha/isis_sl_positive_pay.aspx • 804-762-4200 Positive Pay Perform Positive Pay from Accounts Payable and Payroll to your issuing bank.
Isis, Inc. http://www.isissoftware.com/enha/isis_sl_expanded_master_info.aspx • 804-762-4200 401K Data Interchange Transmit your 401K collection data from Payroll electronically to your investment 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 • 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 • 866-960-0001 KTL PR Security Allows you to restrict access to employee info based off of user ID.
KTL Solutions, Inc. http://www.ktlsolutions.com • 866-960-0001 Pay Stubs Online A web-based app that provides em-ployees online access to their pay stubs. Employees can be notifi ed through email when their pay stub is available online. Confi guration tool allows control to information.
Liaison Software Corp
http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger DD Batch email password protected Direct Deposit Statements to Employees.
MHC Software, Inc.
http://www.mhcsoftwareinc.com 952-882-3341 Electronic Direct Deposit Delivery Email direct deposits to employees rather than printing/distributing. Password protected PDF attachments are emailed to employee. Fast ROI.
Sierra Workforce Solutions
http://www.sierraws.com • 800-822-0973 Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data in-tegration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service.
Sikich http://www.ExcelIntegrator.com • 260-485-0665 Infinia Integrator PR Allow users to Copy-Paste-Import Payroll trans from Excel to Dynamics.
P ortals
Adxstudio Inc. http://www.adxstudio.com • 800-508-7811 Adxstudio Portals Web portal application platform for Dynamics CRM Online, 2013 & 2011.
DynamicPoint http://www.dynamicpoint.com • 562-726-4396 Employee, Vendor & Customer Portals Integrated with Microsoft Dynamics Extend crucial Microsoft Dynamics data with custom SharePoint Portals.
Experlogix, Inc. http://www.experlogix.com 805-504-9729 ext. 712 Experlogix CPQ (Confi gure Price Quote) for Microsoft Dynamics CRM & ERPExperlogix CPQ solutions meet the demands of today’s competitive mar-ketplace by simplifying the process of selling customized products, accelerat-ing proposal development times and increasing quote-to-order ratios.
P rocurement Management
Alba Spectrum Corporation http://www.albaspectrum.com • 773-384-9264 Alba360 Requisition Management Flexible, cost-eff ective, based on Alba360 Advance Workfl ow. Includes req requests, confi gurable multi-level/parallel approvals, PO release to Vendor, PO receipts, Visual Designer and Mgmt console. GP, web & mobile.
DynamicPoint http://www.dynamicpoint.com • 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 eff ectively integrate and streamline the procurement process with Dynamics GP and NAV.
eRequester by Paperless
Business Systems http://www.erequester.com 206-256-0771 ext. 123 eRequester Web-based procurement and expense management workfl ow solution.
Lanham Associates® http://www.lanhamassoc.com 678-379-4200 ext. 105 AFP (Advanced Forecasting and Procurement) for Distribution Best fi t forecasting & multi-site replen-ishment solution with DRP, collabora-tion, 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.
m-hance Inc http://www.m-hance.com/us • 617-401-3341 Purchase Management for Dynamics GP Flexible end-to-end solution which increases effi ciency of the purchasing process. Web based, user friendly with adaptable workfl ows. Modules:• Requisitions • Goods receipt• Invoicing • Expenses • Approval app
Paramount Technologies
http://www.paramounttechnologies.com 800-725-4408 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.
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Red Maple http://www.redmaple.com • 972-980-6963 Red Maple's Purchase Rebates Purchase Rebates tracks your rebates receivable. Rebates can be triggered and calculated on many criteria. Rebates can be calculated per invoice or over time. Promotional rebates can be calculated as well.
ReQlogic http://www.reqlogic.com • 734-302-2316 ReQlogic ReQlogic is a browser-based employee productivity suite providing solutions for eProcurement, requisitions, vendor invoices, time & expense, and advanced workfl ow.
P roduct Lifecycle Management
QBD Systems http://www.qbdsys.com • 800-743-9003 Universal PLM Integration Integration w/ PLM s/w incl. Agile, Arena, Aras, Solidworks EPDM & more.
P roductivity
Rockton Software http://www.rocktonsoftware.com 877-476-2586
NEW: SmartFill SmartFill ~ The Google-style data entry search tool.
Production Planning
Scalable Data Systems http://www.scalable.com.au/products/advanced-production-scheduling-module 425-931-9972
NEW: Advanced Production Scheduling Review and adjust Prod. Schedule from the Gantt Chart. Key Features: Dashboard View, Additional sort sequences, Reroute to alt. work centers.
Scalable Data Systems http://www.scalable.com.au/products/commodity-procurement-for-manufacturing 425-931-9972
NEW: Procurement for Manufacturing Procurement of raw materials for manu-facturing with integrated MRP. Key Features: Contracts, Bulk Logistics, Allocations, Risk Management – Position, ForEx, Futures Hedging, Track Costs and Accruals.
P roject Accounting
Business Computers Software, Inc.
http://www.business-computers.com 303-494-9390 Time Matrix Time Clock that integrates with Dynamics GP PR, HR, PA, & Manufacturing.
Corporate Renaissance Group http://www.crgroup.com/PATools 613-232-4295 PA Tools for Project Accounting Easy-to-use add-ons to help facilitate the setup and ongoing maintenance of your GP Project Accounting. There are 3 PA Tools available: PA Budget Importer, PA GL Validator, and PA Cubes.
Encore Business Solutions http://www.encorebusiness.com 888-679-5720 ext. 336 Project Tracking with Advanced Analytics Streamline your COA’s. Record & report rev, expense & profi t by proj; against budgets; over multiple yrs. Great al-ternate to GP Proj. Acctg.
Gorilla Expense http://www.gorillaexpense.com • 877-973-6737
NEW: Gorilla Expense The Gorilla Expense T&E solution includes mobile apps, corp. & personal credit card integration, project accounting related expenses, multi-currency, VAT/GST features, policy setup & integration to GP, NAV, SL & AX.
JOVACO Solutions Inc. http://www.jovaco.com • 888-988-3535 ext. 122 JOVACO Project Suite Project accounting for professional ser-vice fi rms to manage projects through web-based time & expense and resource mgmt modules. Top features: extensive reporting, multi-company & inter-departmental capabilities.
Scalable Data Systems http://www.scalable.com.au/products/workforce-planning 425-931-9972
NEW: Timesheet - Labor Costing ManagementAllow real time visibility of costs to current projects. Key Features: Payroll Integration, Workfl ow Approvals, Total hours or start/end times.
Scalable Data Systems http://www.scalable.com.au/products/workforce-planning 425-931-9972
NEW: Shift & Roster ManagementDesign and implement rosters to meet complex requirements of 24/7 opera-tions. Key Features: Roster Positions, Shift Calendar, Sub Contractors.
P urchase Order Processing Enhancement
Alba Spectrum Corporation http://www.albaspectrum.com • 773-384-9264 Alba360 Requisition Management Flexible, cost-eff ective, based on Alba360 Advance Workfl ow. Includes req requests, confi gurable multi-level/parallel approv-als, PO release to Vendor, PO receipts, Visual Designer and Mgmt console. GP, web & mobile.
Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workfl ow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.
Ariett Business Solutions, Inc.
http://www.ariett.com • 781-826-1120 Ariett Cloud Purchasing & Expense Management 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 • 401-276-9000 Container Management Enter manifests, receive FOB, track goods in transit.
DynamicPoint http://www.dynamicpoint.com • 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 eff ectively integrate and streamline purchase requisition processing with Dynamics.
eRequester by Paperless
Business Systems http://www.erequester.com 206-256-0771 ext. 123 eRequester Web-based procurement and expense management workfl ow solution.
KTL Solutions, Inc. http://www.ktlsolutions.com • 866-960-0001 KTL SOP Advanced Distribution Allows you to dynamically defi 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/us 617-401-3341 Purchase Management for Dynamics GP Flexible end-to-end solution which increases effi ciency of the purchasing process. Web based, user friendly with adaptable workfl ows. Modules:• Requisitions • Goods receipt• Invoicing • Expenses • Approval app
Paramount Technologies
http://www.paramounttechnologies.com 800-725-4408 WorkPlace Requisition and Purchasing Includes PunchOut, Check Request, Budget Compliance, RFQ, Requisition, PO Generation, Receiving, Invoice Matching & Vendor Contract Compliance.
Red Maple http://www.redmaple.com • 972-980-6963 Red Maple's Purchase Rebates Purchase Rebates tracks your rebates receivable. Rebates can be triggered and calculated on many criteria. Rebates can be calculated per invoice or over time. Promotional rebates can be calculated as well.
WilloWare, Inc. http://www.willoware.com 888-339-4556 ext. 1 Blanket PO Blanket PO adds an unlimited number of control lines to one PO.
Q uality Control
Horizons International
http://www.qualityessentialssuite.com 866-949-9504 ext. 811 Quality Essentials Suite Quality Mgt. System off ers decimal preci-sion, cert. of analysis, non-conformance, material holds, reporting, data export. Integrated to Dynamics, Horizons Manufacturing, also non-integrated application avail.
R eceivables Enhancement
Encore Business Solutions http://www.encorebusiness.com 888-647-7113 ext. 336 Subscription Billing (formerly called Recurring Contract Billing) Automates & manages cyclical & sub-scription based billings.
ICAN Software Corporation http://www.icansoftware.com • 253-777-0708 Mass Apply Receivables Mass apply range of customers & dates with specifi c apply or auto apply.
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Isis, Inc. http://www.isissoftware.com/enha/isis_sl_apar_refunds.aspx • 804-762-4200 AP-AR Refunds Save time by generating refunds be-tween Accounts Payable and Accounts Receivable or bring balances to zero.
Isis, Inc. http://www.isissoftware.com/enha/isis_sl_ar_collections.aspx • 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.
Nodus Technologies, Inc. http://www.nodus.com • 909-482-4701 ePay Advantage - Online Bill Pay Improve cash fl ow, automate A/R with the latest in online bill payment technol-ogy that is seamlessly integrated with Dynamics GP. Also provides an online solution to automate your recurring billing cycles.
Sikich http://www.ExcelIntegrator.com • 260-485-0665 Infinia Integrator AR Allow users to Copy-Paste-Import AR transactions from Excel to Dynamics.
Stanley Stuart Yoff ee & Hendrix, Inc.
http://www.ssyh.com/products/ssyh-add-ons/ar-collections-manager/ • 407-660-0059 AR Collections Manager for Microsoft Dynamics SL Automates time-consuming collection activities and improves cash fl ow.
Stanley Stuart Yoff ee & Hendrix, Inc.
http://www.ssyh.com/products/ssyh-add-ons/national-accounts/ • 407-660-0059 National Accounts for Microsoft Dynamics SL Easily track & apply payments for customer parent/child relationships.
Reconciliation
Adra Match http://www.adramatch.com • +44 207 868 5171 ACCOUNTS – 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 • +44 207 868 5171 BALANCER - Balance Sheet Reconciliation Software Balancer allows you to replace cumber-some 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 • +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 fi 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 • 804-762-4200 Cash Basis Accounting Report Financial GL data on both the Accrual Basis and Cash Basis.
m-hance Inc http://www.m-hance.com/us • 617-401-3341 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/us • 617-401-3341 Reconciler for Inventory Automatic reconciliation of transactions generated through the Inventory module to the Inventory Control Accounts in Microsoft Dynamics GP.
m-hance Inc http://www.m-hance.com/us • 617-401-3341
NEW: Bank Management for Dynamics GP Fully integrated Bank Reconciliation for GP, Import Bank Statements & rec-oncile direct to GL. This also aids SEPA compliance for those trading in Europe.
R eporting
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.
Corporate Renaissance Group http://www.trendminer-xrm.com 613-232-4295 Trend Miner Ground breaking historical trend analysis & B.I. visualization for Dynamics CRM. Go beyond a snapshot of data to reveal eye-opening trends for better planning & decision making.
deFacto Global, Inc.
http://www.deFactoGlobal.com 203-894-1789 ext. 221 deFacto Performance Management Premier “All-in-One” Dynamics Financial & Operational Budgeting, Forecasting, Consolidation, Analysis and Reporting, Excel/Web-based. Powerful, Aff ordable.
Encore Business Solutions http://www.encorebusiness.com 888-900-4992 ext. 336 Advanced SmartList Enhanced analysis of SmartList data. Ad-hoc reports & queries on the fl y. Sort, fi 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 fi elds in GP.
Globe Software http://www.globesoftware.com • 701-235-4084 Atlas - Real-time Reporting & Upload into AX from Microsoft Offi ce Using Atlas, you'll see how real-time two way data validation integrates between Offi ce & AX. Improve your productivity with self-suffi cient report-ing capabilities as well as eliminating the need to rekey data.
Isis, Inc. http://www.isissoftware.com/enha/isis_sl_cash_basis.aspx • 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 • 866-960-0001 Crystal Converter Converts Crystal Reports to SQL report-ing services RDL.
Rockton Software http://www.rocktonsoftware.com 877-476-2586
NEW: Dynamics Report Manager Any report, any time, any where, on any device.
R oyalty
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.
S ales Order Processing Enhancement
Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workfl ow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.
Blue Moon Industries http://www.bluemoonisv.com • 401-276-9000 SOP Auto Invoice Adds automatic sales order transfer, invoice printing & posting to SOP.
Blue Moon Industries http://www.bluemoonisv.com • 401-276-9000 Advanced BOM Ability to associate sale order/assem-bly & purchase order/assembly and disassembly.
Encore Business Solutions http://www.encorebusiness.com 888-647-7113 ext. 336 Subscription Billing (formerly called Recurring Contract Billing) Automates & manages cyclical & sub-scription based billings.
Experlogix, Inc. http://www.experlogix.com 805-504-9729 ext. 712 Experlogix CPQ (Confi gure Price Quote) for Microsoft Dynamics CRM & ERPExperlogix CPQ solutions meet the demands of today’s competitive mar-ketplace by simplifying the process of selling customized products, accelerat-ing proposal development times and increasing quote-to-order ratios.
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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.
Kamp-Data, Inc. http://www.kampdata.com • 406-404-2036 DynamicZip Manage & report nationwide sales and use taxes from within GP.
Kamp-Data, Inc. http://www.kampdata.com • 406-404-2036 KampData TaxEngine Manage & report nationwide sales & use taxes from any application.
KTL Solutions, Inc. http://www.ktlsolutions.com • 866-960-0001 KTL SOP Advanced Distribution Allows you to dynamically defi ne where each segment of the account comes from either the customer, vendor item, system, static, or payment terms.
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).
Northlake Partners http://www.TheNorthlakePartners.com 425-773-9606 NorthScope - Sales Order Complete Sales Management for Food Manufacturers w/workfl ow, automated email & status change, confi 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 • 262-361-4950 PanatrackerGP Field Sales & Inventory Extend GP to capture sales transactions at the point of activity.
Red Maple http://www.redmaple.com • 972-980-6963 Red Maple's Advanced Trade and Pricing Adv Trade extends pricing capabilities to include complex pricing structures, extends billing, billing schedules and revenue recognition of complex transac-tions. Contracts can be generated and managed easily.
Rockton Software http://www.rocktonsoftware.com 877-476-2586
NEW: Omni Price Your magical slice-and-dice-your-price device. Mention this ad for a 10% discount.
S ecurity
Arbela Technologies http://www.arbelatech.com • 949-291-4777 Arbela Security Manager Arbela Security Manager allows you to focus on your business and not your technology needs. On average, our customers have gained 90% effi ciency in managing and auditing processes. Gain from our experience!
Fastpath Solutions, Inc
http://www.gofastpath.com 515-276-1779 ext. 410 Fastpath Confi 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 off ers Single Sign on functionality.
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.
KTL Solutions, Inc. http://www.ktlsolutions.com • 866-960-0001 KTL PR Security Allows you to restrict access to employee info based off of user ID.
Rockton Software http://www.rocktonsoftware.com 877-476-2586
NEW: Auditor Track data changes in Microsoft Dynamics GP, including at the SQL database level.
Rockton Software http://www.rocktonsoftware.com 877-476-2586
NEW: Dynamics GP Toolbox Over 25 customer-suggested tools for every user of Microsoft Dynamics GP. Inactivity Timeout, Security Manager, User Lockout & more.
S hipping/Manifesting
Blue Moon Industries http://www.bluemoonisv.com • 401-276-9000 Pack and Ship, powered by ShipRush Provides improved workfl ow for your packing station and seamless integra-tion 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 • 877-292-2520 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 Ship from sales order through manifest. Pkg carriers/labeling available.
S upply Chain Management
Accellos, Inc. http://www.accellos.com • 719-433-7000 Accellos One Warehouse Fully-integrated warehouse manage-ment & data-collection for MS Dynamics.
AIM Computer Solutions, Inc.
http://www.aimcom.com • 586-439-0300 AIM Vision Synchronize EDI, material requirements, lead times & supplier purchases.
Arbela Technologies http://www.arbelatech.com • 949-291-4777 Arbela Technologies Our specialties can align with all your industry-specifi c and evolving business needs. With minimum customizations, we tailor Dynamics AX to eff ectively reduce costs and improve effi ciency. Gain from our experience!
Arkieva http://www.arkieva.com • 302-738-9215 (APS) Advanced Planning and Scheduling An integrated solution set that fully supports an organization’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 Certifi ed ERP/CRM Partner, we provide award-winning implementation and support for Dynamics to meet your industry-specifi c needs.
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.
Blue Horseshoe http://www.supplychaindynamicsax.com 317-573-2583 Supply Chain Suite for Dynamics AX Unlike other solutions, Supply Chain Suite embeds industry-specifi c func-tionality directly into the business layer of Dynamic AX’s architecture. Increase revenue, profi t margins and asset utilization.
Data Masons Software
http://www.datamasons.com • 866-575-1631 Vantage Point EDI for Dynamics Data Masons helps companies lever-age EDI into a competitive advantage by providing tight integration with Dynamics, without customizations.
Junction Solutions http://www.junctionsolutions.com/solutions/junction-fb-powered-by-ms-dynamics-ax/ 303-327-8800 JunctionFB for Food & Beverage Manufacturers A “Field to Fork” solution set built into Microsoft Dynamics AX, provid-ing 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.
Panatrack, Inc. http://www.panatrack.com • 262-361-4950 PanatrackerGP for Inventory Management Add an integrated bar code solution and turn GP into you WMS for inven-tory management. An 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 Suite-Forecasting, Inventory Mgmt, Purchase Order Planning, Vendor Lead Time Mgmt, Retail Store Planning and S&OP.
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Scalable Data Systems http://www.scalable.com.au/products/landed-cost-module 425-931-9972
NEW: Landed CostManage Multiple Vendors/PO’s as a shipment to improve effi ciency/vis-ibility. Key features: Accruals, Auto Cost Allocation, in transit costing.
Sy stem Enhancement
AIM Technologies http://www.aim-technologies.com 888-234-0428 DataSpy Provides information on tables updated and modifi 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!
Encore Business Solutions http://www.encorebusiness.com 888-900-4992 ext. 336 Advanced SmartList Enhanced analysis of SmartList data. Ad-hoc reports & queries on the fl y. Sort, fi lter & re-order columns easily. Sum groups of info fast.
Isis, Inc. http://www.isissoftware.com/enha/isis_sl_apar_refunds.aspx • 804-762-4200 AP-AR Refunds Save time by generating refunds be-tween Accounts Payable and Accounts Receivable or bring balances to zero.
Isis, Inc. http://www.isissoftware.com/enha/isis_sl_ar_collections.aspx • 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_expanded_master_info.aspx • 804-762-4200 Expanded Master Information Easily add more user fi elds for Vendors, Customers, Employees, Inventory, & Projects.
Isis, Inc. http://www.isissoftware.com/enha/isis_sl_cash_basis.aspx • 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!
T ax
Avalara, Inc.
http://www.info.avalara.com/TheList 877-780-4848 Avalara for Sales Tax Automation Automate and eliminate the complex-ity of sales tax management with Avalara. A cloud-based sales and use tax calculation, exemption certifi cate management, fi ling and remittance solution for Microsoft Dynamics.
Greenshades Software http://www.greenshades.com 888-255-3815 ext. 2 Greenshades Payroll Tax Service Our Tax Service is the easiest way to fi le and pay your payroll taxes.
Kamp-Data, Inc. http://www.kampdata.com • 406-404-2036 DynamicZip Manage & report nationwide sales and use taxes from within GP.
Kamp-Data, Inc. http://www.kampdata.com • 406-404-2036 KampData TaxEngine Manage & report nationwide sales & use taxes from any application.
m-hance Inc http://www.m-hance.com/us • 617-401-3341
NEW: VAT Management for Dynamics GP Accurately track VAT, deal eff ectively with partial, fi xed and variable VAT recovery. Reclaim tax that is right-fully yours, save time, increase fi nancial control and compliance. Suitable for trading in Europe.
Vertex SMB http://www.VertexSMB.com/TheList 855-221-5885
NEW: Vertex SMB Cloud-based, fully automated sales & use tax calculation and returns solution for Microsoft Dynamics with pay-as-you-go pricing.
T ime and Attendance
Business Computers Software, Inc.
http://www.business-computers.com 303-494-9390 Time Matrix Time Clock that integrates with Dynamics GP PR, HR, PA, & Manufacturing.
Joesoftware Inc. http://www.joesoftware.com • 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 ser-vice fi rms to manage projects through web-based time & expense and resource mgmt modules. Top features: extensive reporting, multi-company & inter-departmental capabilities.
Kronos Incorporated http://www.kronos.com • 800-225-1561 Workforce Central® Suite Seamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources and fi nancial processes.
Scalable Data Systems http://www.scalable.com.au/products/workforce-planning 425-931-9972
NEW: Timesheet - Labor Costing ManagementAllow real time visibility of costs to current projects. Key Features: Payroll Integration, Workfl ow Approvals, Total hours or start/end times.
Scalable Data Systems http://www.scalable.com.au/products/workforce-planning 425-931-9972
NEW: Shift & Roster ManagementDesign and implement rosters to meet complex requirements of 24/7 opera-tions. Key Features: Roster Positions, Shift Calendar, Sub Contractors.
Sierra Workforce Solutions
http://www.sierraws.com • 800-822-0973 Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data in-tegration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service.
T rade Promotion Management
Flintfox International Limited
http://www.fl 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).
T ravel Expense Management
Gorilla Expense http://www.gorillaexpense.com 877-973-6737
NEW: Gorilla Expense The Gorilla Expense T&E solution includes mobile apps, corp. & personal credit card integration, project accounting related expenses, multi-currency, VAT/GST features, policy setup & integration to GP, NAV, SL & AX.
W arranty and Claims Management
Red Maple http://www.redmaple.com • 972-980-6963 Red Maple's Warranty Management Red Maple Warranty Management allows companies to automatically track the purchase and sales of items from vendor to distributor to end user. Generated claims can be tracked and managed.
Vertical Solutions, Inc. http://www.vertsol.com • 513-891-7997 VServiceManagement Enterprise fi eld service management: Asset Mgmt., Service Projects, SLAs, Contracts/Warranty Mgmt., Dispatch & HTML5 BYOD mobility with store & forward functionality. On premise or private/public cloud.
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Alba Spectrum Corporation http://www.albaspectrum.com • 773-384-9264 Alba360 Advanced Workfl ow Incl. web-based Visual Designer, rules engine, simple doc mgmt., web-based data entry and workfl ow manager. Very customizable, integrated with GP, Apple, Android and link to other apps. Call re Proof of Concept off er .
Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workfl ow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.
AvidXchange, Inc.
http://www.avidxchange.com/landing/microsoftdynamics • 704-971-8154 Complete Accounts Payable Software Solution Streamline invoice capture, intelligently route approvals and automate payments all in 45 days or less... guaranteed.
Datahaven for Dynamics http://www.datahaven4dynamics.com 757-222-2000 Datahaven for Dynamics Datahaven is the only scanning, OCR, and workfl ow solution natively embed-ded—not simply integrated—throughout the Microsoft Dynamics user experience and available to non-Dynamics users from Microsoft Outlook.
docSTAR http://www.docstar.com • 888-docSTAR eclipse Smart AP Automation Solution Auto route & approve invoices with Intelligent Data Capture recognition.
DynamicPoint http://www.dynamicpoint.com • 562-726-4396 SharePoint Workfl ow Solutions that Integrate with Microsoft Dynamics Custom SharePoint workfl ows integrated with Dynamics GP, NAV and CRM.
Esker Inc http://www.esker.com • 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.
Integrity Data
http://www.u-linc.com 217-732-3737 ext. 0203 U-LINC®, Powered By Integrity Data Workfl ow and notifi cations anytime, anywhere in Microsoft Dynamics. Works seamlessly within and across your existing system, is fl exible and easy to use, improving organizational performance.
MaxxVault LLC http://www.maxxvault.com/MaxxDynamics.html • 516-880-6800 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 workfl ow.
Metafile Information Systems, Inc.
http://www.metaviewer.com • 507-286-9232 MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solu-tions by adding integrated scanning, OCR, eInvoicing, workfl ow, and AP/AR Automation.
MHC Software, Inc.
http://www.mhcsoftwareinc.com 952-882-3341 MHC Workflow Easily route documents needing ap-proval- invoices, HR docs, etc. electroni-cally. Ensures they are not lost, stalled or misplaced.
PaperSave http://www.PaperSave.com • 877-727-3799 PaperSave PaperSave is a Certifi ed for Microsoft Dynamics Document Management, Electronic Workfl ow & Invoice Automation solution that eliminates inherent risks and ineffi ciencies associated with paper.
Red Maple http://www.redmaple.com • 972-980-6963 Red Maple's Advanced Workfl ow Adv Workfl ow enables workfl ows to launch automatically on defi ned criteria or events. Includes 50+ predefi ned Types (2012)/Templates (2009) to expedite rollouts. New records can be locked during approval process.
Red Maple http://www.redmaple.com • 972-980-6963 Red Maple's Advanced Workfl ow Email Client Adv. Workfl ow Email Client allows you to approve, reject or redirect workfl ows from mobile devices that use Microsoft Exchange Server without having to launch AX. Red Maple's Adv. Workfl ow is required.
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“Data Masons fi nds The List as a “must have” for Microsoft Dynamics Customers. If you are looking for an ISV
solution to round out your Microsoft Dynamics ERP investment, there is only one all-inclusive source for this to
date; The List.”
Dennis BruceData Masons Software
Have The List help you like it helps Data Masons Software:
KEY: Axapta Great Plains Navision Solomon Customer Relationship Management Retail Management System Point of Sale
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.NET Development
Alba Spectrum Corporation http://www.albaspectrum.com • 773-384-9264 Alba Spectrum Corporation We specialize in Customization and Integration solutions for Dynamics GP using Dexterity, .NET based & the Alba360 Advanced Workfl ow system.
Isis, Inc. http://www.isisinc.com • 804-762-4200 Isis .NET Development Isis provides cost eff 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 • 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.
A pplication Service Provider/Hosting
Accellos, Inc. http://www.accellos.com • 719-433-7000 Accellos One Warehouse Fully-integrated warehouse manage-ment & data-collection for MS Dynamics.
Myappsanywhere
http://www.myappsanywhere.com 888-636-HOST Premier Cloud Computing Provider Myappsanywhere provides a complete go-to-market integrated cloud solution delivering 99.999% uptime, customiza-tions, no minimums and secure storage in its privately-owned SSAE 16 Type 2 data center facilities.
MG Technology Group
http://www.mgtechgroup.com/about-us/partner-program/ • 866-350-9310
NEW: Dedicated Dynamics ERP Hosting Services - 99.999% SLA, SSAE16 11+ years experience, you own the customer relationship, 100% US support.
Njevity, Inc. http://www.njevitytogo.com/partner 720-870-9700 NjevityToGo White Label “Dynamics Cloud Business in a Box™” Cloud & Hosting Services for Dynamics Partners Don’t sell THEIR ERP Cloud, sell YOUR ERP Cloud, YOUR Brand. With our Cloud Services Program—YOU own the customer, YOU handle the billing, YOU make BIG $ for the entire contract. WE make YOU look like a Cloud Expert!
OneNeck® IT Solutions LLC http://www.oneneck.com • 480-315-3000 Dynamics Hosting and Managed Services Provider OneNeck® provides a comprehensive, fl exible suite of Microsoft Dynamics hosting and managed services designed to help companies improve system per-formance and leverage their Dynamics AX enterprise application.
RoseASP http://www.roseasp.com • 858-794-9403 RoseASP RoseASP has been hosting Microsoft Dynamics and ISV solutions since 2000. Subscription pricing available on dedicated or shared infrastructure with regular backups. 21 CFR Part 11 Compliant. Guaranteed 99.5% uptime.
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.
Business Portal Development
DynamicPoint http://www.dynamicpoint.com • 562-726-4396 Dynamics Business Portal Enhanced with SharePoint Customizations Extend the out-of-box Dynamics Portal with SharePoint Customizations.
C losing Sales
InsideView http://www.insideview.com/microsoft 415-728-9363 InsideView CRM Intelligence Real-time company and contact informa-tion inside CRM that helps you engage more eff ectively with customers and prospects.
C loud Computing
Accellos, Inc. http://www.accellos.com • 719-433-7000 Accellos One Warehouse Fully-integrated warehouse manage-ment & data-collection for MS Dynamics.
Data Resolution, LLC
http://www.dataresolution.net • 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 • 516-880-6800 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 workfl ow.
Njevity, Inc. http://www.njevitytogo.com/partner 720-870-9700 NjevityToGo White Label “Dynamics Cloud Business in a Box™” Cloud & Hosting Services for Dynamics Partners Don’t sell THEIR ERP Cloud, sell YOUR ERP Cloud, YOUR Brand. With our Cloud Services Program—YOU own the customer, YOU handle the billing, YOU make BIG $ for the entire contract. WE make YOU look like a Cloud Expert!
OneNeck® IT Solutions LLC http://www.oneneck.com • 480-315-3000 Dynamics Hosting and Managed Services Provider OneNeck® provides a comprehensive, fl exible suite of Microsoft Dynamics hosting and managed services designed to help companies improve system per-formance and leverage their Dynamics AX enterprise application.
Reviora http://www.reviora.com • 813-344-1600 Cloud ERP hosting Cloud hosting for Dynamics ERP/CRM. Enterprise-class delivery.
RoseASP http://www.mygpcloud.com • 888-794-9401 MyGPcloud myGPcloud is the fi rst on-demand Microsoft Dynamics GP application off ered on a monthly subscription, with no setup fees. Your prospects can be set up on a free 30 day trial with mobile access in less than 5 minutes.
SMB Suite http://www.smbsuite.com • 888-525-6398 SMB Suite Grow smarter with SMB Suite’s fully-integrated Microsoft Cloud ERP, CRM, and eCommerce solutions for small and mid-sized businesses.
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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
Alba Spectrum Corporation http://www.albaspectrum.com • 773-384-9264 Alba Spectrum Corporation We specialize in Customization and Integration solutions for Dynamics GP using Dexterity, .NET based & the Alba360 Advanced Workfl ow system.
Blue Moon Industries http://www.bluemoonisv.com • 401-276-9000 Custom Development Services Fixed prices & over 10 years of experience in custom development work.
Isis, Inc. http://www.isisinc.com • 804-762-4200 Isis Custom Development Isis provides cost eff ective outsourced custom development (C#, VB.NET, ASP.NET, C++) to our partners and custom-ers 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 • 866-960-0001 Custom Development We are a certifi ed .Net and Dexterity development group with over 15 years experience. Provide us with your require-ments for a free estimate.
Sierra Workforce Solutions
http://www.sierraws.com • 800-822-0973 Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data in-tegration 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.
D ata Services
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 continu-ally updated business data on 225M+ companies and 100M+ professional contacts, and includes real-time feeds from LinkedIn, Twitter, and others.
D emand Generation
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 continu-ally updated business data on 225M+ companies and 100M+ professional contacts, and includes real-time feeds from LinkedIn, Twitter, and others.
D exterity Development
Alba Spectrum Corporation http://www.albaspectrum.com • 773-384-9264 Alba Spectrum Corporation We specialize in Customization and Integration solutions for Dynamics GP using Dexterity, .NET based & the Alba360 Advanced Workfl ow system.
DexPros http://www.dexpros.com • 623-535-9216 Microsoft Dynamics GP Development Professionally designed & developed enhancements/integrations/upgrades and support by experienced Dexterity/SQL/.NET/VB developers.
KTL Solutions, Inc. http://www.ktlsolutions.com • 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.
E mail Marketing
InfoGrow Corporation http://www.CRM2Emails.com 800-897-9807 ext. 225
NEW: CRM2Email CRM2Emails off ers organizations that use MS Dynamics CRM a highly eff ec-tive e-marketing tool at their fi nger tips using the power of Constant Contact.
Implementation & Consulting
Integrity Data http://www.integrity-data.com 217-732-3737 ext. 0203 HR & Payroll Enhancements for Dynamics GP We can implement the entire GP solu-tion or only certain components. We also off er a variety of customization and training services.
Sierra Workforce Solutions
http://www.sierraws.com • 800-822-0973 Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data in-tegration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service.
I mplementation Services
Armanino http://www.amllp.com/microsoft-dynamics 925-790-2600 Armanino A Gold Certifi ed ERP/CRM Partner, we provide award-winning implementation and support for Dynamics to meet your industry-specifi c needs.
Client Strategy Group http://www.csgax.com • 216-524-2574 Dynamics AX Done Right! CSG has proven expertise in: AX Performance Tuning, Business Intelligence, and AX 2012 Upgrades.
Sierra Workforce Solutions
http://www.sierraws.com • 800-822-0973 Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data in-tegration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service.
M anaged Services
mcaConnect http://mcaconnect.net • 866-622-0669
NEW: Managed Services for AX mcaConnect customers utilize our indus-try experts to maximize resources and AX ROI. Our proactive and disciplined approach makes processes repeatable and predictable. Includes AO, Optimization, and Reporting.
OneNeck® IT Solutions LLC http://www.oneneck.com • 480-315-3000 Dynamics Hosting and Managed Services Provider OneNeck® provides a comprehensive, fl exible suite of Microsoft Dynamics hosting and managed services designed to help companies improve system per-formance and leverage their Dynamics AX enterprise application.
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.
M arket Research
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 225M+ companies and 100M+ professional contacts, and includes real-time feeds from LinkedIn, Twitter, and others.
M arketing Planning & Services
Looking Glass Marketing
http://www.lookingglassmarketing.com 614-453-5927 Cost-eff ective Marketing Solutions for Microsoft Dynamics Partners Award-winning outsourced marketing services including lead generation, nurture marketing, email marketing, web design/SEO, content development.
The Partner Marketing Group
http://www.thepartnermarketinggroup.com 605-574-9432 Microsoft Approved Vendor for Dynamics Marketing Consulting From strategic marketing plan develop-ment to the critical daily execution, this Microsoft experienced team can help fi ll your sales pipeline.
Tornado Marketing, Inc.
http://www.tornado-marketing.com 608-213-0377 Marketing Consulting Tornado Marketing off ers high-impact, highly eff ective marketing consulting. 10+ years in the channel. Websites. SEO. Copywriting.
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“The List on my mobile phone is so convenient! Last year at Convergence, one of our customers was in search of
a BI solution specifi c to Microsoft Dynamics GP and I was able to quickly pull up several ISVs for them to further
investigate from The List on my mobile phone. 3 clicks and less than a minute, and they were off with a plan.”
Tiff any AllenDynamicPoint
Have The List help you like it helped Tiff any with DynamicPoint:
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Dynamic Communities
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.
O nDemand Trials
RoseASP http://www.goERPcloud.com • 855-ERP-CLOUD ERP Cloud Trials Test drive preconfi gured Microsoft Dynamics industry specifi c demo environments with integrated ISV so-lutions built for the web. goERPcloud trials help users understand the power of Dynamics and the cloud.
P artner Support Service
DFC Consultants, Ltd http://www.DFCconsultants.com • 800-277-5561
NEW: Expert WennSoft Support Get expert WennSoft support for your customers from an Executive Partner.
Plumbline Consulting, LLC.
http://www.PlumblineConsulting.com 419-581-2300 Partner Support Services Leverage our Partner Support Services, including Support, Custom Development & Implementation Assistance to expand your off erings. 25+ yrs.
S ales Tax Management Service
Avalara, Inc.
http://www.info.avalara.com/TheList 877-780-4848 Avalara for Sales Tax Automation Automate and eliminate the complex-ity of sales tax management with Avalara. A cloud-based sales and use tax calculation, exemption certifi cate management, fi ling and remittance solution for Microsoft Dynamics.
Vertex SMB http://www.VertexSMB.com/TheList 855-221-5885
NEW: Vertex SMB Cloud-based, fully automated sales & use tax calculation and returns solution for Microsoft Dynamics with pay-as-you-go pricing.
S harePoint Development
Armanino http://www.amllp.com/microsoft-dynamics 925-790-2600 Armanino A Gold Certifi ed ERP/CRM Partner, we provide award-winning implementation and support for Dynamics to meet your industry-specifi c needs.
DynamicPoint http://www.dynamicpoint.com • 562-726-4396 Your Source Exclusively for Microsoft Dynamics & SharePoint Integration Portals, Business Automation & Custom Products integrated with Dynamics.
S ocial Media
The Partner Marketing Group
http://www.thepartnermarketinggroup.com 732-237-8795 Butterfl y Publisher Join Dynamics partners on Butterfl y, a publishing & lead capture platform that makes your social, blog & newsletter marketing more eff ective!
S oftware Development Consulting
Isis, Inc. http://www.isisinc.com • 804-762-4200 Isis Consulting Isis provides cost eff 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 • 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.
S trategic Services
mcaConnect http://www.mcaconnect.net • 866-622-0669
NEW: mcaConnect Strategic Services Strategic Services allow our clients to strategically leverage technology to achieve competitive supremacy. Off erings include: business transforma-tion, Lean/manufacturing excellence, and Strategic BI services.
T raining
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 off er Management Reporter classes. See website for details.
U pgrades
Armanino http://www.amllp.com/microsoft-dynamics 925-790-2600 Armanino A Gold Certifi ed ERP/CRM Partner, we provide award-winning implementation and support for Dynamics to meet your industry-specifi c needs.
Client Strategy Group http://www.csgax.com • 216-524-2574 Dynamics AX Done Right! CSG has proven expertise in: AX Performance Tuning, Business Intelligence, and AX 2012 Upgrades.
CuroGens, Inc. http://www.curogens.com • 317-815-8120
NEW: Dynamics AX Upgrade Assessor for Microsoft Dynamics® AX In just minutes, Dynamics AX Upgrade Assessor for Microsoft Dynamics® AX will estimate costs for your company to upgrade to the most recent version of Microsoft Dynamics® AX, including the latest cumulative update.
W riting/Documentation Services
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.
CONTACT
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