2014 Spring - NAVUG Magazine
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TIPS & TRICKS FOR ANY USER IS AN UPGRADE IN YOUR FUTURE? THE BEST OF 2013
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Transcript of 2014 Spring - NAVUG Magazine
TIPS & TRICKS FOR ANY USER
IS AN UPGRADE
IN YOURFUTURE?
THE BEST OF
2013
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Spring 2014 | 3
spring 2014 | www.navug.com In Every Issue
5 From the Director
7 Events
8 Meet Your Leaders
10 Welcome to Our New Members
15 Find the Logo Contest
19 Word Find
25 Name That Photo Contest
33 On Topic
35 Volunteer of the Quarter Thomas Paulsen
40 Academy Corner
41 The NAV List, from The Partner Channel Features
12 User Member Showcase TW Garner Food Company
14 Microsoft Dynamics NAV 2013 Upgrade: A User’s Experience
16 Microsoft Dynamics Academic Alliance
20 Member in Action Shaw Development LLC
22 Tips & Tricks Five Tips & Tricks for Classic Client Users
24 Top Collaborate Discussions
28 Microsoft Member Showcase Marko Perisic
30 Tips & Tricks Five Tips & Tricks for Role-tailored Client Users
34 ISV Partner Member Showcase Wolters Kluwer, CCH
36 Tips & Tricks Three Tips & Tricks for Microsoft Dynamics NAV 2013 R2 Users
37 The Best of 2013
39 Industry Showcase Manufacturing
TIPS & TRICKS FOR ANY USER
IS AN UPGRADE
IN YOURFUTURE?
THE BEST OF
2013
Advertiser Index
ABC Computers, Inc. . . . . . . . . . . . . . . . . . . . .13
Altec . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11
ArcherPoint. . . . . . . . . . . . . . . . . . . . . . . . . . . 29
Beck Consulting. . . . . . . . . . . . . . . . . . . . . . . . 7
Datahaven. . . . . . . . . . . . . . . . . . . . . . . . . . . . 52
Fastpath Solutions, Inc. . . . . . . . . . . . . . . . . . 32
k-eCommerce . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Lanham Associates . . . . . . . . . . . . . . . . . . . . 18
MetaViewer from Metafile . . . . . . . . . . . . . . . . 2
NAVUG Summit 2014 . . . . . . . . . . . . . . . . . . . 38
Sikich, LLP – Infinia Integrator . . . . . . . . . . . . 4
TARGIT . . . . . . . . . . . . . . . . . . . . . . . . . . . .26-27
contents
For Microsoft Dynamics® GP and NAV
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Spring 2014 | 5
Going to the Next Level...
Sherry Linares
letterfrom the navug director
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N
Mark Rhodes
Our message of “connect, learn, and share” is on my mind more than ever. We’ve
been focused on a number of improvements and upgrades to your community
resources to help you do just that – connect with Microsoft Dynamics NAV
Users, learn from each other and our impressive subject matter experts, and
share your experiences to help others solve their challenges and avoid the same “gotchas”.
There’s a good chance you’ve just completed or will be upgrading to Microsoft Dynamics NAV
2013 this year. We’ve had many conversations with NAVUG Members over the past few months
on upgrading, so we thought it appropriate for this issue to focus on that topic. Talk about an
opportunity to connect, learn, and share! With any upgrade, the more you know going in, the
better. Let us help you connect with those going through or having completed their upgrade, learn
the opportunities and the gotchas, and share your experiences to make your upgrade more efficient.
We’ll even try to answer the granddaddy of all questions: Should I upgrade or re-implement?
While every situation is different, here are some of the common issues that our Members
have found as they’re moving to Microsoft Dynamics NAV 2013:
» Reports – The reporting structure has changed in Microsoft Dynamics NAV 2013. You’re
going to want to take a good, hard look at your existing reports and evaluate whether you’re
going to upgrade or rewrite them. Classic reports need to be rewritten, and even then, the
“reports upgrade” may need some additional work, while it may be fine for some basic
reports. Why not take this opportunity and do a much-needed review and overhaul?
» Modifications – Depending on the modifications you’ve made and what areas in Microsoft
Dynamics NAV they touch, they may or may not be an “easy move”. Make sure you have good
documentation regarding your modifications so you can avoid surprises and re-testing later.
» Your current Microsoft Dynamics NAV version – You can only really upgrade from
Microsoft Dynamics NAV 2009 to Microsoft Dynamics NAV 2013. If you want to go
from Microsoft Dynamics NAV 5.0 to Microsoft Dynamics NAV 2013, you will need to
go through Microsoft Dynamics NAV 2009. You may want to re-implement as it could
be more cost-effective.
» Add-on compatibilty – Don’t forget to confirm that the add-on you have or want to
implement is available for the version that you are upgrading to.
» User training – If you’re still on classic, make sure you evaluate the degree of change in
the User interface as you change to the Role-tailored client (RTC). Just remember: the
search function will be your best friend!
You’ll find a number of great insights and tips around upgrading in the pages that follow.
We have even more opportunities to connect, learn, and share with fellow NAVUG Members
via our live and pre-recorded webinars and other community resources. I strongly encourage
you to leverage the User group community to help make your upgrade a smoother experience.
We’re here to help.
I hope you thoroughly enjoy this issue, and if you’re in Atlanta for Convergence, please say hi!
To community,
Mark Rhodes, director of member value
NAVUG:
Where
Members
Connect,
Learn, and
Share
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Spring 2014 | 7
eventssessions meetings courses
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The event calendar on www.navug.com and the weekly NAVUG™ newsletter are your best sources for the latest NAVUG event information as this list is subject to change. Events are added weekly, so check back often and get registered for the next exciting NAVUG event.
NAVUG Academy
Pre-Conference Training
OCTOBER 13-14 | ST. LOUIS, MISSOURI
www.navugsummit.com
NAVUG Summit 2014
OCTOBER 14-17 | ST. LOUIS, MISSOURI
www.navugsummit.com
Webinars
MARCH 13 – RDLC Reporting – Tips & Tricks Part 1
MARCH 13 – RDLC Reporting – Tips & Tricks Part 2
MARCH 18 – Microsoft Dynamics NAV 2013 Series, Here is the RTC!
MARCH 20 – NAVUG Academy – Creating Views & Reports with
SQL SSRS
MARCH 25 – Microsoft Dynamics NAV 2013 Series, Cash Forecasting
MARCH 26 – NAVUG Academy – Dimensions in Microsoft
Dynamics NAV
APRIL 9 – NAVUG Academy – Account Schedules: Basics
(Microsoft Dynamics NAV RTC / 2013)
APRIL 10 – NAVUG Academy – Financial Consolidations
APRIL 22 – NAVUG User Group Orientation Workshop
APRIL 24 – NAVUG Collaborate – Tour Your New Online Community
8 | NAVUG Magazine
leadersmee t your navug leaders
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COMPANY
Partner Power
International
CONTACT INFO
TITLE
VP,
senior executive advisor
Microsoft Dynamics
What made you decide to become a NAVUG Board Member?
I’ve worked with Microsoft Dynamics NAV for 25 years this year, and it has
always been my passion. In a constantly changing market, we have to unite and
work for the interests of the daily Microsoft Dynamics NAV Users and their
organizations. When I visited NAVUG Forum (now Summit) in 2013, I felt the
huge energy in the User community, and I would like to use my experience and
global network to make it even stronger. I wish that Users would network and share
more with other Users. The power of a community is not measured by the number
of people in it, but by the amount and quality of the information they share.
What is your vision for NAVUG?
I want to make NAVUG a global sharing organization. It’s not that easy to manage a User group, and there can
be many opinions to serve. I believe that NAVUG has the potential and the committed daily Users to make this a
global success to the benefit of the companies operating with Microsoft Dynamics NAV, the Users, the Partners,
and Microsoft.
Henning Lund
COMPANY
EBO Group, Inc.
CONTACT INFO
TITLE
business systems
manager
Bob Buccigrossi
What made you decide to become a NAVUG™ Board Member? It is a great opportunity for me to collaborate with others in sharing
knowledge and experiences to improve the Microsoft Dynamics NAV User
experience.
What is your vision for NAVUG?
For NAVUG to be the go-to resource for the Microsoft Dynamics NAV
community. For Users and by Users, I see NAVUG constantly evolving to
meet the needs of its network (Microsoft, businesses, Users).
COMPANY
Seventh Generation
CONTACT INFO
Jac@seventhgeneration.
com
TITLE
senior business systems
programmer/analyst
What made you decide to become a NAVUG Board Member?
I wanted to help shape the focus and goal setting of NAVUG. Seventh
Generation has gotten so much from being a NAVUG Member; my hope is
to be able to give back a little bit.
What is your vision for NAVUG?
I would like to see an increase in the percentage of NAVUG Members who
present webinars and sessions at conferences. What makes NAVUG such a
terrific organization is Users helping other Users. A wider variety of Users
contributing will only help to strengthen our organization.
Jason Chance
Spring 2014 | 9
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COMPANY
Data Masons Software
CONTACT INFO
Jon.rivers@datamasons.
com
TITLE
Partner account manager
What made you decide to become a NAVUG Board Member?
Data Masons has been a long-term, active supporter of NAVUG and is
a strong advocate of the benefits the organization brings to the Microsoft
Dynamics NAV community. Recognizing the level of support we had been
accustomed to providing, it was time to extend our level of commitment,
and the NAVUG board provides us with an opportunity to do just that.
What is your vision for NAVUG?
Having been involved since the early days of NAVUG, my hope is to see
the organization continue its growth both in membership and in educational
offerings. Last year NAVUG introduced Collaborate to the community,
which has succeeded in giving Members an easily accessible platform to start discussions relative to their business
or use of Microsoft Dynamics NAV. Given the momentum generated from Collaborate, I’m looking forward to
seeing what’s to come next from NAVUG, and I appreciate the opportunity to execute on its initiatives.
Jon Rivers
COMPANY
Microsoft
TITLE
director of program
management
What made you decide to become a NAVUG Board Member?
Continued Customer satisfaction is our priority. Microsoft Dynamics
NAV is a product we are proud to deliver, and we will take pride in ensuring
that the Customers investing in it get continuous return on that investment.
What is your vision for NAVUG?
Empower Customers to be the future of the product.
Marko Perisic
COMPANY
Quidsi Inc.
(an Amazon company)
CONTACT INFO
TITLE
program/project manager
- finance
What made you decide to become a NAVUG Board Member?
My passion for Microsoft Dynamics NAV for the last 14 years, and the
joy in being a part of NAVUG and assisting any Microsoft Dynamics NAV
User or company…the features, functionality, and power companies and
their Users can obtain from Microsoft Dynamics NAV to grow and develop
from…the Microsoft Dynamics NAV Community and the peers I have
connected with over the last several years.
What is your vision for NAVUG?
That every Microsoft Dynamics NAV North American company joins
NAVUG…that our Members voice their concerns so we become a larger
voice in Microsoft Dynamics NAV development…that our Members help build the framework for monthly/
quarterly webinars, training classes, and the tracks at NAVUG Summit…that all Members know they can call
upon other Users via email or within Collaborate.
Steven Chinsky
10 | NAVUG Magazine
Actona Company A/S
Arkil A/S
BHJ A/S
City of Naples Airport
Authority
Columbus Vegetable Oils
Continental Machines Inc
Danæg A/S
Danske Fysioterapeuter
David’s Bridal Inc
Egmont IT
Entertainment One
Fire Protection Service,
Inc.
Meet one of our
newest Premium
Members...
David’s Bridal, Inc.
David’s Bridal, Inc. is the largest and fastest-growing bridal retailer in
the world, with more than 320 stores located across the United States,
Canada, Puerto Rico, and the United Kingdom. Based in Conshohocken,
Pennsylvania, David’s Bridal is currently involved in an ambitious
expansion program in all aspects of its business, continuing to add new
stores throughout the U.S. and exploring international markets. With
more than 60 years of experience dressing women of all ages for life’s
special occasions, David’s Bridal understands the importance of providing
brides-to-be with a vast selection of exquisitely-crafted bridal gowns and
bridal party dresses. Known for outstanding value, fashionable designs,
and the ease of one-stop shopping, nearly 60 percent of all brides in the
U.S. choose David’s Bridal.
Based in Conshohocken, Pennsylvania, David’s Bridal is currently involved in an ambitious expansion program in all aspects of its business, continuing to add new stores throughout the U.S. and exploring international markets.
“We are thrilled to be part of the NAVUG community! Our Premium
membership has allowed our associates to access NAVUG’s extensive
online content library including webinars and forums, and we look
forward to utilizing NAVUG Academy offerings in the future,” says Kel
Rohrbaugh, director of merchandising systems and support for David’s
Bridal. “The online community, NAVUG Collaborate, has allowed us to
reach out to other companies for input and solutions to relevant Microsoft
Dynamics NAV topics. We find the daily digest especially helpful, as it is a
quick and concise way for our team to scan for various business issues that
support our team’s optimization of Microsoft Dynamics NAV.” NAVUG
Premium User Members
Added Last Quarter
membersw e l c o m e t o o u r n e w m e m b e r s
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Welcome to the new Members who
have invested in NAVUG™ Premium
membership and Partner membership
this year! Each new Member adds value
not only to their own organization, but
also to the entire NAVUG community
as they share their knowledge and
experiences. Please note that these
organizations have given NAVUG
permission to share their name publicly.
Garden Spot Distributors
ICM-ArSiMa A/S
Lienert Australia Pty Ltd
Public Library of Science
Rocky Mountain
Biologicals
Shearwater Research
Inc.
SUPERB Industries Inc
System Design
Advantage
Weekamp Deuren BV
Catapult ERP Services Inc
Solver, Inc.
Premium Partner Members
Added Last Quarter
Leave your paper behind!Our itinerary for you includes improved
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12 | NAVUG Magazine
At TW Garner Food Company,
quick and easy access to up-to-the-
minute data is important in a more
immediate sense than it is for many
companies. “Our Green Mountain
Gringo line of fresh salsa and tortilla strips is the
best you’ll find,” says Heyward Garner, one of three
members of the fourth generation currently running
the company. “It’s vegetables in a jar.”
With product available in all 50 states, every
U.S. military commissary worldwide, and at retail
locations in many other countries, keeping track
of more than six million jars of salsa annually, plus
numerous other products, is a big job. Further
complicating the task are the variety of storing and
shipping methods and the different sales channels
– retail, food service, industrial, and military. “It’s
a massive amalgamation that’s fairly complex,”
Heyward says.
Heyward’s role blends brand extension,
project management, and business development.
“My job is to speak the language of all our
departments and customers,” he says. He’s
currently working on Cha!, which will be part of
the Texas Pete® line of hot sauces, a world flavor
that Heyward says is a response to consumer
interest in sriracha.
Like many employees, his roots in the company
are a bit more humble. “I know how to stack boxes
and load trucks,” he says. “But for my first official
job, I gravitated toward IT.”
That’s how, in 2009, he found himself shopping
for an ERP system to replace the AS 400 he recalls
as a glorified finance solution that had been shoe-
horned for TW Garner. “We needed more,” he says.
“We needed analytics and reporting, warehouse
management, a maintenance module. We didn’t
have any of it.”
The search started with eight vendors, four
of which were quickly eliminated. “As soon as
we saw Microsoft Dynamics NAV, I was sold,”
he says. “We were already a Microsoft shop, so
it felt like a natural fit from the IT side. Plus
we felt good about having a solution backed by
Microsoft. We also thought it stood head and
shoulders above the others in terms of the UI,
the overall look and feel, the functionality, and
the ease with which you can get data out for
reporting.”
Better Data for Better
Business
Since going live in April 2012, Microsoft
Dynamics NAV has more than lived up to
Heyward’s expectations.
First and foremost, Heyward says, are the
reporting capabilities. “We’re in a highly
competitive industry with relatively low
margins, so being able to figure out on a very
micro level where I’m making and losing
money is huge,” he says. It’s the reporting, in
fact, that helped defuse a potential family feud.
The company used to make a line of jams and
jellies that was losing money across the board.
Discontinuing production was a delicate matter
because the family had strong emotional ties to
the line. “Our management team was able to
look at real numbers. Numbers are unbiased,”
Heyward says. “It wasn’t just one person’s
opinion.” While that’s important in every
business, it’s particularly so in those run by
members of the same family.
Although the warehouse management
functionality was implemented recently, Heyward
already cites it as one of the chief benefits. “Our
goal is to track everything we do from farm to fork,”
he says. “With Microsoft Dynamics NAV, we’ve
implemented a bin system and have bar codes on
COMPANY:
TW Garner Food Company
HEADQUARTERS:
Winston-Salem, North Carolina
INTERVIEWEE:
Heyward Garner
EMAIL:
WEBSITE:
texaspete.com
greenmountaingringo.com
YEAR ESTABLISHED:
1929
NUMBER OF EMPLOYEES:
100
MICROSOFT DYNAMICS NAV
USER SINCE:
2012
NUMBER OF USERS:
35 seats
NAVUG™ MEMBER SINCE:
2009
Family Food Business
Leverages Powerful
Technology for Better
Management
user member showcase
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Spring 2014 | 13
forklifts and things like that rather than
using paper and email to track everything.
I can’t even begin to guess how much time
we’re going to save.”
Heyward says the third major benefit is
AFS TradePro, formerly a separate entity
but now a Microsoft Dynamics NAV plug-
in. “If you get a discount on our products
using a grocery store’s loyalty card at the
register, the grocery store – our customer
– bills us for the amount of that discount,”
Heyward explains. “We have so many
promotional activities that it was very
difficult to track promotions to sales. With
no visibility, it was hard to determine
what it costs us to do business with a
specific store and coordinate promotions
accordingly.”
NAVUG: Helping Get
the Most Out of the
Software
Everything about Microsoft Dynamics
NAV is enhanced by NAVUG membership.
Employees attended NAVUG Forum
(now known as NAVUG Summit) just
before going live, and each year the
company sends more. “People from each
department go,” Heyward says. “Everyone
comes back with a takeaway that they
share out with the rest of the company.”
Knowledge about Jet Reports gleaned at
in-person gatherings and online events,
for example, has resulted in a much deeper
level of financial analysis.
Heyward doesn’t doubt that more
valuable knowledge and insight are in the
NAVUG pipeline. “The group introduces
Users to new features that they’re maybe
not aware of and is also a place for power
Users to take a deep dive,” he says. “And
everyone learns from meeting others and
learning how they do things that we can
emulate here to get the most out of our
software.” NAVUG
14 | NAVUG Magazine
The list of new features and functionality for applications
and technology in Microsoft Dynamics NAV 2013 is
endless, so it IS worth an upgrade, but as Steve Chinsky
and Brad Prendergast shared in their recent presentation
for NAVUG™ Members, there are numerous things
to consider…
» Server and Microsoft Dynamics NAV Dimensions Improvements
- Dimensions have been rebuilt, and 2013 servers are really robust
and flexible. With a 64-bit and now a multi-tier architecture,
Microsoft Dynamics NAV 2013 servers communicate directly
with the SQL Server, and you also have the option to host in the
cloud without losing speed and power.
» Web Client - You can create pages on the Web client specific to
different roles in your organization. With Steve’s team travelling
all over the U.S., this was a key driving factor in making their
upgrade decision.
» Role-tailored Client (RTC) Improvements - Steve admits the cut-
and-paste features in 2009 were annoying, but now the screen in
2013 is clean and easier to navigate as well as personalize.
» Posting Improvements - Steve was tired of getting the locked out
messages of, “Sorry, someone else is in the system, please stand
by.” In 2013, this has all been re-written so it doesn’t tie things up
while people are posting transactions. Everyone can do their job
when they want. You can also schedule the posts if you do have
any issues so you don’t lose your work.
» Office Integration - Steve’s organization is heavy into Microsoft
Office, constantly using Outlook. So this was another key factor
in making their decision.
» Import/Export Entries via Excel - With Microsoft Dynamics
NAV 2013, you can make Microsoft Excel import/export entries
with the standard set-up. This minimizes the amount of moving
data around, reducing the amount of manual errors.
» SharePoint Integration/Portal - This expansion to the entire
Microsoft stack allows for more flexibility and continuity:
You can run Microsoft Dynamics NAV 2013 in the cloud and
integrate easier with third-party applications.
After considering these major
points, here’s a look at exactly what
Steve and Brad dealt with for their
Microsoft Dynamics NAV upgrade…
» Customizations - The great thing about Microsoft Dynamics
NAV is that it can be transformed, but out of all the customization
Steve had for Microsoft Dynamics NAV 2009, they threw out
a majority. The new features allowed them to expand on a
top few, which goes to show this is a good time to analyze the
customizations you have and how they react with other features
and coding of Microsoft Dynamics NAV 2013.
» Reports - This was a little tough to swallow for Steve and
Brad, but since the Visual Studio reports are gone, Microsoft
Dynamics NAV 2013 reports need to be entirely rebuilt. In the
end, it really made Steve and Brad analyze which reports they
actually needed. Reports were painful: It’s not bad functionality
in Microsoft Dynamics NAV, you can do great things with it, but
when upgrading, it’s time-consuming and difficult. Remember
to take a look at what reports you actually need and pay close
attention to the layout and positioning.
» RTC Versus Web Client Access - The Web client made it easier
to exploit the web for any one of Steve’s employees, so he built
their own roles and their own pages. The combination of the
two was a dream come true for him. It helps that the Web client
looks just like Microsoft Dynamics NAV: same features, same
movement, and same flow. It was beautiful to show because you
don’t have to jump through multiple windows.
» Historical Data - Steve’s organization deals with a lot of data and
gets up to the 100GB level quickly. They had to ask themselves,
“Should we a.) Bring over opening balances, GL history, and the
basic stuff? or b.) Bring it ALL over.” Because all dimensions have
been redone, it could save you tons of money and time if you just
bring over the opening stuff and then have your Partner build a
table of the old system so you can at least view that information
if needed. Especially if you are on a version before 2009, you
need to think about what’s important to transfer over.
» Add-Ons - Steve had to make sure heavy integration worked
for their e-Bank reconciliation with Wells Fargo to remain fully
SOX compliant. Make sure you verify bringing add-ons forward
and whether they are compatible with the Microsoft Dynamics
NAV 2013 version.
So what does all this mean for you?
Microsoft Dynamics NAV 2013 is the most impressive version
out there, and it’s too bad it didn’t come out even earlier. The
improvements have proved to greatly outweigh Steve and Brad’s
concerns, and if you prepare, it makes the implementation and/or
upgrade process much easier. Here are five key points to pay close
attention to as you move forward in the evaluation process:
» Add-ons - Are you up to date in maintenance? How many add-
ons do you have, and how many do you want to keep? Are they
certified, and do they work with Microsoft Dynamics NAV 2013?
» Upgrade Versus Re-Implementation - Sometimes it’s more cost-
effective to re-implement depending on your situation. Brad
mentioned that the upgrade toolkit for 2009-2013 works well,
but if you have any versions before 2009, you have to get 2009,
and then get the upgrade to 2013. Depending upon what you
MICROSOFT DYNAMICS
NAV 2013 UPGRADE:A USER’S EXPERIENCE
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C O N T E S T
logofind the
Congratulations to our Winter 2014 contest
winner, David O’Neill from Gremada
Industries, Inc.! David found the logo on
page 7 of the Winter 2014 issue of NAVUG™
Magazine. Let’s play again. Hidden somewhere between the covers of this
magazine is our NAVUG logo. Can you find it?
While our logo shows up throughout the magazine in conventional spots,
it’s hidden in only one place.
When you’ve found it, send an email to [email protected]
with an explanation of where and on what page it’s at. We’ll choose
a winner at random and will highlight him/her in the next issue of the magazine.
topicon
...with NAVUG Members
1
3
2
1 | Bob BergmanArcherPoint
As the NAVUG community continues
to grow, I expect to see more Microsoft
Dynamics NAV Users joining NAVUG
as well as a higher rate of participation
amongst Members. In particular, I
expect to see more Users presenting at
NAVUG Summit 2014 than we have seen
in the past; this was clearly evident at the
NAVUG Forum in Tampa. I also see the
use of NAVUG Collaborate exploding
as NAVUG Members see how quickly
their questions are answered. We at
ArcherPoint actively promote NAVUG
membership and participation because it
allows Microsoft Dynamics NAV Users to
communicate and share ideas with other
Microsoft Dynamics NAV Users. See you
in St. Louis next October!
2 | Lewis RosenbergMars Fishcare
I see lots of continued growth for
NAVUG in 2014, and the future is
GLOBAL. Th e world continues to get
“smaller” as businesses increase their
global reach. Video conferencing and
Skype and so on are becoming the norm
as businesses such as ours are growing
globally and communicating across
the world without adding signifi cant
travel and communication expenses.
Th e use of Microsoft Dynamics NAV is
spreading across the globe, within the
Mars organization, and within other
organizations, too. NAVUG will likely
spread globally as well to support the
international Microsoft Dynamics NAV
community.
3 | Meenakshi SinghHome Market Foods, Inc.
More information on newly
introduced features and the reasoning
behind the changes. Sometimes
it’s much easier to understand the
functionality if we know the trigger point
for it. NAVUG
Winter 2014 | 7
..with NAVUG Members
3 NAVUG in 2014, and the future is
GLOBAL. Th e world continues to get
“smaller” as businesses increase their
global reach. Video conferencing and
Skype and so on are becoming the norm
as businesses such as ours are growing
globally and communicating across
the world without adding signifi cant
travel and communication expenses.
Th e use of Microsoft Dynamics NAV is
spreading across the globe, within the
Mars organization, and within other
organizations, too. NAVUG will likely
spread globally as well to support the
international Microsoft Dynamics NAV
community.
3 | Meenakshi SinghHome Market Foods, Inc.
More information on newly
inntroduced features and the reasoning
beehind the changes. Sometimes
itt’s mmuch it easier to understand the
fufununcttionalfufufu ity if we know the trigger point
fofoorr it. fofoorr iorr iit NAVUG
Winter 201Winter 20144 || 77
Spring 2014 | 15
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have, it’s something to keep in mind as a whole. Remember,
customizations do make this a bit more complicated, and the
toolkit may not be a fit for that.
» Servers and Clients - How old are your servers? Are there specific
forms? How do you want to balance the load of data? Take a
look at the client operating system to see if it’s compatible: Some
older clients may not work.
» Historical Data - Figure out what to bring over and why,
whether it’s transactional versus detail. Different roles in your
organization will want to see different things, and you need to
factor that into your decision. Do you need it for reporting, or
can you live with it in your old system? Weigh the pros and cons
and justify the dollars it will cost.
» Users of Microsoft Dynamics NAV - Leaving the Classic world
can be an extreme culture shock. Users are used to the point-
and-click world, similar to Outlook. So, allow Users to take time
playing and testing the RTC. Things have shifted; menus are
better and easier to understand, but it’s a new way of working.
Steve’s organization started thinking about upgrade in late
winter, and they took months to play/test the system through
summer and early fall until it finally went live. Now they love it
and know how it works inside and out. NAVUG
Steve Chinsky is a product/project manager at Quidsi Inc., a division of
Amazon.com (www.quidsi.com), and Brad Prendergast is a consultant
at Adaptive Business Solutions (www.adaptivenav.com). To continue
this discussion with them, post a question to the Microsoft Dynamics
NAV 2013 Upgrade discussion thread at http://commuity.navug.com.
Alternately, they can be reached at [email protected] or Bradp@
adaptivenav.com.
You want the best talent at your organization. We want
to help you recruit from a rich, new talent pool of
potential interns and graduates with experience with
Microsoft Dynamics to help grow your organization and
prepare for the future. Microsoft Dynamics Academic
Alliance (DynAA) connects you with institutions of higher education
using Microsoft Dynamics in their classrooms to prepare students
for related future careers. In the classroom, students are exposed to
customer relationship management (CRM) and enterprise resource
planning (ERP) solutions and business scenarios. DynAA connects
you to new talent and provides you opportunities to share your
Microsoft Dynamics experience, allowing you to influence a new
class of business professionals.
DynAA provides educational institutions that are Microsoft
Dynamics Academic Alliance Members the opportunity to engage
with Microsoft Dynamics Partners and Customers like you. Academic
Members can implement Microsoft Dynamics business solutions
in the classroom to support learning about key business processes,
concepts, and theories. These solutions can also be used as a platform
for understanding integrated data structure, business intelligence,
and data mining. These hands-on classroom opportunities allow
students to gain real-world experience and learn about a career
related to Microsoft Dynamics.
DynAA helps empower students at more than 1,300 educational
institutions with real-world understanding of the Microsoft
Dynamics technology in use by nearly 300,000 Customers and
more than 10,000 Microsoft Partners worldwide. In addition,
DynAA cultivates and supports mutually beneficial relationships
between educational institutions and Microsoft Dynamics Partners
and Customers to enhance curriculum. This mutually beneficial
relationship helps potential employers connect with students
interested in pursuing Microsoft Dynamics–related careers in
disciplines such as accounting, consulting, supply chain management,
operations management, information systems, professional selling,
and marketing.
Dynamic Communities Membership
Get involved! Dynamic Communities offers great opportunities
for you to connect and meet DynAA members at Regional Chapter
meetings, events, and workshops. Dynamic Communities also
offers fantastic benefits to DynAA members. Microsoft Dynamics
User Groups provide the educational institutions with real-business
scenarios, opportunities to exchange solution experience, and
connections to their students’ potential careers. Recently, the business
administration and business information technology department at
HAMK University of Applied Sciences invited the Finnish Microsoft
Dynamics AX User group for a visit to Hämeenlinna, Finland to
exchange experience. The meeting comprised 17 Microsoft Dynamics
AX professionals from 15 companies around Finland.
Microsoft Dynamics Student
Certificate Program
Are you looking for the best young talent? Of course you are. Watch
for students and graduates who have earned a Microsoft Dynamics
by Chris Johnson
GET SET: FOR A DYNAMIC FUTURE
16 | NAVUG Magazine
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Student Certificate. The Microsoft Dynamics Student Certificate
Program (MDSCP) recognizes students who have been exposed to more
than 100 student activity hours or four European Credit Transfer and
Accumulation System (ECTS) credits of Microsoft Dynamics content.
The MDSCP allows you to further focus your recruiting efforts on
educational institutions producing graduates with a higher level of
Microsoft Dynamics product knowledge. A Microsoft Dynamics Student
Certificate is not the same as a Microsoft Dynamics Certification. An
MDSC is only available to students and has a different set of requirements.
In order to earn a Microsoft Dynamics Certification, an individual
must take and pass an official Microsoft Dynamics Certification exam.
Students who earn an MDSC are encouraged to pursue full Microsoft
Dynamics Certification in the future.
Want to get involved with your alma
mater or an educational institution
near you?
DynAA connects you to educational institutions in your area that
are exposing students to Microsoft Dynamics. DynAA Academic
Members using Microsoft Dynamics in their curriculum produce
graduates who are familiar with Microsoft Dynamics and potentially
interested in a related career. DynAA can help you share your
Microsoft Dynamics experience, allowing you to influence a new
class of business professionals. Is there an educational institution you
want to work with that isn’t currently a member of DynAA? Let the
DynAA team know, and we can work together to help them become
an Academic Member.
What are people saying?
“Learning enterprise architecture theory and then applying that
knowledge through an experiential opportunity with Microsoft
Dynamics AX built a strong foundation for fully understanding the
subject matter. The Academic Alliance enabled me to learn, apply,
and then lead.” – Sophia Maletz, senior business analyst, Microsoft
Dynamics AX and Microsoft SL, Avanade, Inc.
“Our Customers rely on Avanade’s expert talent to help them
realize significant business value from their Microsoft Dynamics
AX solution. Recruiting DynAA students helps us field a balanced
team from a business and technical perspective, and it allows us to
better help our Customers be successful.” – Mike Gillkey, executive
vice president, North America Microsoft Dynamics AX service line,
Avanade, Inc.
Benefits to Academic Members
Academic Members are able to utilize the latest technology
in the classroom and receive program benefits at no cost. These
benefits include software licenses, product upgrades, service and
support, e-Learning, training materials, curriculum packages,
invitations to Microsoft-hosted events, marketing materials,
and access to Faculty Connection and Microsoft Dynamics
Communities. NAVUG
Chris Johnson works with the Microsoft Dynamics Academic Alliance
team. He can be reached at 701-281-3664 or [email protected].
Contact InformationJoin the conversation and engage with DynAA to find new talent. Send us an e-mail, check
out our website, or follow our updates on social media to get all the latest news.
Email: [email protected] | Website: www.microsoft.com/dynamicsaa
LinkedIn: www.linkedin.com > Search Groups > Search “Microsoft Dynamics Academic Alliance”
Yammer: https://www.yammer.com/microsofteducation/#/threads/inGroup?type=in_group&feedId=2598772
Twitter: @MSFTDynamics, #GetSet
Spring 2014 | 17
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Congratulations to Archana Nirad for winning the Winter 2014 Word Find. Your prize is in the
mail, Archana! Below are 25 words that relate to the topics and theme in this issue of NAVUG™
Magazine. These words can be found in the grid horizontally, vertically, diagonally, backwards,
and forwards. Submit your completed Word Find for a chance to win a gift certificate; simply
scan and email your entry to [email protected].
Academy
Add-ons
CCH
Classic
Collaborate
Community
Customization
David’s Bridal
Global Branch
Manufacturing
Marko Perisic
NAVUG
Networking
On Topic
Regional Chapter
Re-implementation
Report
Role-tailored
Shaw Development
Summit
Thomas Paulsen
TW Garner
Upgrade
Users
Web Client
R N P S R S T U P G R A D E O P E R G E D A C A S
S I A H C O M M U N E T A R O B A L L O C L N U S
R I U A T H O M A S P A U L S E N E O T S R M E H
E R L W C O L L T N N E I L C B E W B L N M C D A
G U S D U E C T S R R E N R A G W T A E I E H A W
I T E E S R M L C L A S S H N T L R L T P R A V U
O C N V T E H B A P E N I S O S N S B R E S P I P
N A D E O T C R A S R L C T I R E W R E R A L D G
A F A L M P N I L R S T R N T O N E A N I C A S R
L U V O I A A D M S T I S E A K O B N R S A N B A
C N I P Z H R C A L N R C M Z R I C C A I D O R A
H A D M A C B I R K O E I P I A T L H G C E I I D
A M S E T R E P O R T G I O M M A I T S M M G D E
P Y A N I R E O R S T I M L O I T E L N A Y E A D
T T M T N S N T S R E O M E T A N N E O R S R L E
E I O N O T L N T L N N U V S T E T S R E S U P R
R N H S A D D O N S L A S E U E M B C T S R C R O
I U T R O L E T A I L O R D C L E A L L N E H O L
R M H C N N A R B L A B O L G O L L A G T A I N I
O M A N U F A C T U R I N G L R P L S N U E P T A
W O C O M M U N I I T Y R S T H M O S R L V T E T
T C G L O B A L H C N A R B C T I C I S T N A N E
E G N I K R O W T E N N L C S R E L A D I R B N L
N O I G E R T N E M E L P M I E R T W G A R N E O
S H A W D E V E L C I S I R E P O K R A M S T L R
Spring 2014 | 19
Values Thrive as
Something contrary to every headline is happening on Florida’s Gulf Coast: In the town of
Bonita Springs, which sits between Naples and Fort Myers, things are being made. At its
headquarters, Shaw Development LLC not only engineers turnkey fuel, hydraulic, and diesel
emissions fluid (DEF) solutions, but it also manufactures them there as well.
“We’re a small company that is growing,” says Laura Rhoad, the company’s director of human
resources. “We’ve had double-digit growth for the last five years. At the moment, we’re adding to our
building, and we’re expecting to more than double in size in less than two years.”
That sort of growth hasn’t escaped notice. Shaw was named the 2012 Manufacturer of the Year by the
Manufacturers Association of Florida as well as Manufacturer of the Year in Lee County.
One of the factors fueling the growth is that the solutions Shaw Development manufactures take
emissions out of diesel exhaust, something that is mandated for heavy duty off-road vehicles this year.
But equally important to the company’s success, says Laura, is its spirit. That spirit was infused into the
company first by the founder, Frank Shaw, and then by his son, Jim. “Jim Shaw is a very humble man, and
I think the tone he set has lived on,” Laura says.
COMPANY GROWS
member in action
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COMPANY:
Shaw Development LLC
HEADQUARTERS:
Bonita Springs, Florida
INTERVIEWEE:
Laura Rhoad,
director of human resources
EMAIL:
WEBSITE:
www.shawdev.com
YEAR ESTABLISHED:
1959
NUMBER OF EMPLOYEES:
160
MICROSOFT DYNAMICS NAV
USER SINCE:
2005
NUMBER OF USERS:
60
NAVUG™ MEMBER SINCE:
2008
20 | NAVUG Magazine
While Jim Shaw’s five daughters now own the business, one of the ways his
commitment to being a good citizen both at and away from work can be seen through
the company’s values: respect, honesty, trust, motivation, responsibility, and creativity.
There is no shortage of evidence that those values are alive and well within the
company. Even though there are approximately 75 hourly employees in the factory,
there is no attendance policy because, as Laura explains, “people take responsibility so
we don’t need one.” Among her peers, she reports that there are disagreements, but that
they’re worked through respectfully and peacefully. And – sit down for this one – no
office politics. “We live the values,” Laura says. “That’s what makes it such a great place
to work.”
Sharing Good Fortune
The citizenship doesn’t end at the property line. “We are grateful for our success,
and we think it’s important to support the community that’s supported us,” Laura says.
In addition to participating in local blood drives, Shaw employees participated in the
American Cancer Society’s ‘Making Strides Against Breast Cancer’ and started an
annual food drive for a local organization.
“It was around the holidays, when everyone is worried about being able to go
Christmas shopping and do something special for their families, so we decided it would
be a good time to do something for people who are less fortunate,” Laura says. “We
collected and donated more than 1,000 pounds of food to a local food bank.”
The employees approached participation in the local Making Strides Walk with equal
gusto. In fact, of the 122 companies in the same county that participated – many of
which are considerably larger – Shaw came in seventh in terms of funds raised. “The
walk tied in with our wellness initiative – Move It to Lose It – and it was also a nice way
to acknowledge a few of our employees who are breast cancer survivors,” Laura says.
“We had more than 100 people on our team for the 5K walk.”
At Shaw, raising money for charity isn’t just for special occasions. Every Friday,
employees pay $1 to wear jeans to work. That dollar is matched by the company,
which is then matched personally by the president Kevin Hawkesworth, and finally
by Jim Shaw. “So every dollar an employee donates to wear jeans yields $4 to charity,”
Laura says.
A Good Place to Work
Laura says that the commitment shown by employees to support worthwhile causes is a reflection of the
pride employees take in working for a company that means business when it comes to valuing everyone’s
contributions. “Our president is young, hip, and smart,” Laura says. “Once a month, we all get together in
the cafeteria, and we go over the numbers. The numbers are what determine the bonus payments, so by
communicating directly with employees, everyone sees the contribution they’re making. Transparency is
so important.”
Last but not least, the company’s commitment to helping employees develop professionally and to
promoting from within whenever possible is key to Shaw’s reputation as a great place to work. After
deploying Microsoft Dynamics NAV, Shaw joined the NAVUG so that the company’s IT team can learn
about new ways to use the technology from other companies of a similar size. True to the company’s
promotion philosophy, one member of the team worked his way through college on the factory floor; once
he earned his degree, he was promoted to the IT team as soon as a position became available. “He can
troubleshoot anything,” Laura says. “He’s our Microsoft Dynamics NAV genius.” NAVUG
Spring 2014 | 21
1. Zoom to See All
Field Values for a
Record
Why would you want to use Zoom? If you
get an error when trying to post a document,
you can use Zoom to troubleshoot the error
by viewing all of the table data associated
with this document.
Five Tips & Tricks for Classic Users
2. Navigating Menus in
V4 and V5
By default, the Microsoft Dynamics
NAV Classic Client tracks all of your
active windows. So as you move between
windows, Microsoft Dynamics NAV will
highlight the corresponding menu item
in the Navigation Pane. For example, you
have the Customer card, a sales order, and
posted sales invoices opened at the same
time. As you click on each window, the
Navigation Pane will highlight the new
menu item, and sometimes, it will totally
change the cascading view of menu items.
Many Customers prefer to turn this feature
off because they do not want the Navigation
Pane to change since it can save time when
researching information.
3. Use Reconciliation
Account to View Effect
of Unposted Journal
When entering manual Journal entries,
Microsoft Dynamics NAV has a great
feature that will help ensure that debits are
debits and credits are credits. It is called
Reconciliation account. To enable this
account, check the box on the G/L Account
Card.
t t&TIPS & TRICKS
22 | NAVUG Magazine
Before posting a particular entry,
choose Posting > Test Report > Preview.
Microsoft Dynamics NAV provides a great
print preview that includes a section at
the bottom labeled Reconciliation. In this
section, you will find the net change per
account involved in the journal, what sign
your ending balance will be, and what the
actual balance is after posting.
4. Using Copy
Document Function
to Create the Same
Documents Each Month
This Copy Document function is a great
tool for any new User of Microsoft Dynamics
NAV. This feature helps save time and can
also help reduce errors. Whether you are
on a purchase order, purchase invoice, sales
order or a sales invoice, all you have to do is
hit F3 to create a new document, go to the
Functions button at the bottom of the form,
and select Copy Document. Also, don’t
forget that you can also use Copy Document
for credit memos and return orders. When
you create credit memos directly from the
sales order, Microsoft Dynamics NAV will
actually apply the two documents when you
post the credit memo.
5. Finding Manual
Entries in Control
Account
Control accounts are system-generated
and should not allow direct posting.
Sometimes Users will click “Allow Direct
Posting” when they are posting adjustment
journals. To find the inadvertent manual
entries, open G/L Entries for the
particular Control Account and add a
filter for System Created Entries = No.
This will show you all manual entries that
you need to correct. NAVUG
Spring 2014 | 23
Conversations are starting on NAVUG™ Collaborate,
and we thought it would be fun to look back at some
of the top discussions from last quarter. If you’d like
more information on any of these topics, log on to
NAVUG Collaborate (http://community.navug.com)
to read the full conversation.
Accounts Receivable Aging Report
13 Replies
As time has gone on, our Accounts Receivables Aging report
(10040) has gotten to the point where it is nearly un-runable. It can
take more than an hour and sometimes crashes. The only way we can
get it to run reliably is to have it set to show details and sent to a PDF
printer. We have had the latest hotfixes added, but it is still really bad.
Has anyone had any success speeding this report up? Has anyone re-
written the report in SQL to speed it up?
Kevin Fons |director of business systems | Saris Cycling Group
Block Item for Specific Customer
10 Replies
Does anyone know of a way to block the shipment of an item for
a specific customer (not all customers)? My guess is that a system
modification/enhancement will be required to do this.
Lewis Rosenberg | IT manager | Mars Fishcare
Item # as a Dimension
8 Replies
When we went live with Microsoft Dynamics NAV, we were
advised not to use low-level data elements as dimensions, such as
customer and item. We implemented using higher-level dimensions
such as customer channel and product category. These are helpful
for some things, but more and more, we are seeing a need to have
item # as a dimension. Does anyone else use item # or customer # as a
dimension? How has it worked for you? Do you have any suggestions
or recommendations?
Jason Chance | senior programmer/analyst | Seventh Generation
Restored Test Database Only Works
in 2009 R2 Classic Client
7 Replies
I recently refreshed our test database for the first time in a year, and
now I can only access via Classic Client. RTC returns the following error:
Metadata for object of type Table with id 2000000053 is in a
failed state. This is caused by a previous exception:
Compilation of assembly ‘C:\ProgramData\Microsoft\
MicrosoftDynamics NAV\60\Server\MicrosoftDynamicsNavServ
er$MCNETT-TEST\assembly\Record2000000053.dll’ failed. This
can be caused by differences between binaries in your installation
or your database. Ensure that all installation components are
consistent and up to date. Error details reference missing definitions
for SalesSetupRead, SalesSetup, and tmpWindowsLoginGroup.
Can anyone point me to setup location in Classic? Thanks in advance.
Noreen Fujita-Sacco | applications coordinator | McNett
Corporation
Mandatory / Required Fields in
Microsoft Dynamics NAV 2009
7 Replies
Good morning. I am wondering what solutions people have employed
to make select fields within Microsoft Dynamics NAV “mandatory” or
“required” for completion on select records, such as a sales order, sales
quote, item card, and other master records, etc. I believe Microsoft
Dynamics NAV doesn’t support required fields native (at least in my
version), but this seems like such a fundamental need of businesses, I
am hoping to get some advice on this topic...Thanks!
Joseph Smith | director of operations
Creative Materials Corporation
Jobs and Accounts Receivable
6 Replies
We are still in a very old version of Navision (2.0) and are in the
beginning stages of re-implementing to Microsoft Dynamics NAV
2013.
We are a moving company, and we work with the military and
with a national moving agent. Both are bill-to customers for us.
We register jobs with these customers, and they pay us based on
agreements we have with them. We do not invoice them.
We enter an invoice to record the revenue and the receivable, and
then we wait for payment. They pay us referencing the job number
that they assigned when we registered the job with them. They will
NEVER reference our invoice number.
Does anyone have any suggestions how we might manage this since
job number isn’t in the customer ledger? We need to be able to not
only know how much a customer owes us in total, but also we need
to be able to know that we’ve received all the money we are owed
by job. We have hundreds of jobs per month with one customer,
and we regularly record revenue incorrectly and only know what the
correct amount is when we receive payment so we have to be able to
reconcile by job and correct our revenue.
Thank you!
Julie Burdette | Navision programmer | Lile International
NAVUG
TOP COLLABORATE DISCUSSIONS
™
24 | NAVUG Magazine
The NAVUG™ Forum photo
booth was hopping! What would
you choose as the name of the
magazine based on this image?
Simply email your submission
The winning submission will be
printed in the magazine’s next
issue.
Congrats to
SCOTT SLOAN
from INSULATION
FABRICATORS,
INC for his winning
submission, “I
have searched for
two days straight
and still can’t find
Waldo! Can you
help?!” Scott – your
prize is in the mail!
NAME
THAT
PHOTO
CONTEST
2014
Location
Revealed!
magazineFALL2013
FOR USEERS BY USERS
NAVUG.COM
+NAVUG FORUM 2013 Tampa!Sessions Success Sunburn Tips
NAVUG Collaborate: Are you in? 2014 202012001414
Location
LoLocLoocatoccaticatatioatatioatiotiontioonon
Revealed!
ReRevReReve
evveaveealeeaaledalealedaleed!
edd!d!
NAAVVVVUUGGG FNAVAAVVUUGGG F TWENTYONETIPS & TRICKS YOU DON’T WANT TO MISS
Congratulations!
Spring 2014 | 25
With TARGIT’s BI & Analytics for NAVEveryone in your organization sees and shares the same goalsand objectives. No more static reports, but dynamic analysesthat gives you the courage to act.
TARGIT is the world’s largest BI vendor for MS Dynamics NAVand TARGIT BI Accelerator is certified for Microsoft Dynamics NAV.
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Zoom in on your objectives
CERTIFIED FOR
NAV 2013
28 | NAVUG Magazine
NAVUG™: Tell me about your tenure with
Microsoft.
Marko Perisic (MP): I’ve been with Microsoft for
eight years now. At the beginning of my career
here, I was responsible for the metadata server and
developer tools of Microsoft Dynamics AX. I then
transitioned to Microsoft Dynamics NAV, which
was a more interesting product for me because
the SMB market is so fascinating: So fragmented,
so many players, so many challenges, so many
opportunities to act fast and to ultimately make a
big difference.
NAVUG: Tell me a bit about your current role
at Microsoft.
MP: My role is to head the program management
(PM) organization for Microsoft Dynamics NAV.
Program managers are responsible for converting
market needs into a product. They don’t write
code, but they need to interact with development
teams. They don’t do business planning, but they
need to interact with product marketing and
understand the business.
NAVUG: What do you love most about the work
you do and the role you play at Microsoft?
MP: To me, it is the most exciting role to have
in Microsoft. You play a different aspect of the
role almost every day: One day you are in deep
discussion with engineers on what to build; the
next day, you are looking at market figures, all
while interacting with Partners and Customers.
We (program managers) are where the “sea
water mixes with fresh water”, between business
development and product development, and it is
ultimately our responsibility that those two sides
understand each other, and that what we build is
the right product for our Partners and Customers.
I’ve been in this role at various levels since I joined
Microsoft, and it is a privilege that I am heading
the PM organization for Microsoft Dynamics NAV.
The best part of my weekday is still the moment I
wake up and head to work.
NAVUG: Can you pinpoint an example of what
makes your work worthwhile?
MP: It’s whenever I see Partners and Customers
excited about our product, whenever I hear them
publically making “we love it” statements about an
ERP software solution. The biggest compliment
our organization ever got is when we learned
that some Microsoft Dynamics NAV Users, when
they leave their company for a new company,
demand from their management to implement
Microsoft Dynamics NAV because they love using
it that much. Every single person in the Microsoft
Dynamics NAV organization loves this product.
That makes our day, any day.
NAVUG: What is your team working on now?
MP: We are currently working on Microsoft
Dynamics NAV codename “CRETE”. We have a
tradition of codenaming every new release after
a Mediterranean island. We are building a lot of
great new functionality into it. We cannot wait to
reveal it. Soon. But not in this interview.
NAVUG: We understand. Can you share more
information about the solution’s roadmap?
MP: The software industry is moving at a
ridiculous pace. There are new technologies,
new requirements, new capabilities, and trends
emerging on a weekly basis. To create a detailed
roadmap for the next five years of what we are going
to do exactly is the same as saying, “we will ignore
market input from this point for the next five years”,
or a better version, “here it is, but right now it is
probably invalid, and it will change every month”.
This is why we have transformed our organization
into an agile R&D organization, running scrum
at scale. We focus on completeness, quality, and
eliminating any functional or technical debt in the
process. This gives us the ability to quickly scope
in and out investments as we discover new needs
and trends in the fast-moving software world. This
has already generated tremendous success in our
2013 and 2013R2 releases. We were able to react
to changes in the market so rapidly, and to deliver
the right value to customers.
To not have a detailed roadmap is not the same
as to say we don’t have a direction. Microsoft
Dynamics NAV has always been about ERP
functionality. In recent years we have transformed
it into a modern ERP solution, where functionality
is still critical, but the experience and the (cloud-
ready) platform are just as important. Microsoft
Marko Perisic
microsoft member showcase
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Marko Perisic, director of program management,
Microsoft Dynamics NAV
Spring 2014 | 29
Dynamics NAV is now future-proof, running “in” Office 365, and
“on” Azure. We will continue to push on all three fronts: Richer
functionality, omnipresent experience on all devices, and state-of-
the-art service that can run in the public cloud, private cloud, and
on-premise. Microsoft Dynamics NAV is one of the few (if not the
only) ERP products that has made that successful transition, all in the
name of ensuring that our Customers get the most value out of their
investment. Our agility is our biggest asset in ensuring we continue
to do that.
NAVUG: How does your team work with Microsoft Dynamics
NAV Users? What types of interaction do you find most valuable?
MP: In addition to formal input, such as Support and Connect,
we do many other interactions. We interact with our key Partners
and Customers through a program called ACE (Agile Customer
Engagement). They participate closely in the development
process, providing continuous input and validation. We also have
something called TAP (Technology Adoption Program), where
select Partners nominate a Customer to go live on the release
we are building. This is essential. We do not ship until we have
Customers going live with our product. We have conferences
where we have roundtables with Partners and Customers.
We do road shows where we visit Partners, and in some cases,
Customers. We participate in NAVUG conferences, and I am
happy to have a close relationship with NAVUG. Making Partners
and Customers happy is at the core of our business, and thereby,
working with Partners and Customers is at the core of how we do
business. NAVUG
30 | NAVUG Magazine
t t&TIPS & TRICKS
1. Hot Keys
» <F10> Can see the Hot keys (works in
Office as well)
» <Ctrl> <F1> Collapse and see ribbons
» <F6> Navigate different pages on the
screen
» <F4> Open dropdown list
» <Alt><Left> <Alt><Right> Navigate
through recently visited pages
» <Alt><F2> Hides the fact boxes for
more room for records
2. Save Filters for
Later Use
On any list page, you are able to save
your filters to be reused at a later time. By
right clicking on the name of the list, you
can choose Save View As…. You are able to
name the view and specify where you would
like this view to appear in the left pane of
your Role Center.
3. Save Data Entry Time
Using Quick Entry
If you want to mark certain fields as
mandatory, you can identify the fields as
Quick Entry. Using Customize this Page
and choosing FastTabs, you are able to
choose which fields to hide/show, promote,
or identify as Quick entry.
Five Tips & Tricks for Role-tailored Client (RTC) Users
Spring 2014 | 31
4. One Click to
Highlight or Clear a
Value in a Field
Click on the field label, and the entire
field is highlighted.
5. Freeze Panes within
List View
By choosing Customize this Page >
Choose Columns, you are able to reorder
the columns and add a Freeze Pane to this
view. NAVUG
Microsoft Dynamics® security, audit and compliance solutions.
ACCESS: Do you know who has it?
CHANGES: Do you know who made them?
RISK: Do you know where you are vulnerable?
We do.
/gofastpath @gofastpath
gofastpath.com +515.276.1779
topicon
...with NAVUG Members
2
1 | Anthony Dardendirector of ITCaplugs
Microsoft Dynamics NAV 3.7 was starting to show its age, our
sales team wanted to get into CRM, Microsoft would inevitably stop
officially supporting our version, system performance worsened as
the company grew and we added Users and grew the databases,
and the list of feature complaints started to reach its tipping point.
After gaining exposure to newer systems and seeing what
we could accomplish in the mobile space with cell phones and
tablets, the itch to take it to the next level grew even more. We
also saw how third-party support was growing in the Microsoft
Dynamics NAV community, so we were excited to see what
solutions could improve our business processes beyond what
Microsoft Dynamics NAV could do natively. We knew it was
worth the time and investment.
2 | Victor DiercksenIT systems managerTalkingRain Beverage Company
We’re currently planning a reimplementation of Microsoft
Dynamics NAV. Our current install will be four years old at the
time of our go-live in fall 2014, but our company has grown
10 times its size from our original go-live, and our needs are
very different today than what we needed four years ago. A
reimplementation will allow us to start from scratch with the
company that we are now.
As we plan out our upgrade, we have documented our current
business processes in detail as well as noted the modifications
that are used to support those processes. We’re really looking
forward to better remote connectivity, improved posting
performance, and mobile connectivity with Microsoft Dynamics
NAV 2013. NAVUG
1
Spring 2014 | 33
34 | NAVUG Magazine
NAVUG: Tell me a little bit about your company.
David Kelly (DK): Wolters Kluwer, CCH is a
leading global provider of tax, accounting, and
audit information, software, and services. Our
company has served tax, accounting, and business
professionals since 1913 and is dedicated to
providing the most relevant feature set on the
market for sales and use tax solutions, backed by
the most respected subject-matter authority on
tax.
NAVUG: Other than the invention of the
computer, how have things changed since 1913?
DK: We have greatly evolved as a company, moving
forward with technology, mobile solutions, and
becoming an industry leader in advanced software
development. Where we were once primarily
focused on creating tax and law publications in our
early years, now we can help companies directly by
providing the best tax and accounting software for
research and compliance on the market.
NAVUG: What type of solutions and services do
you offer Microsoft Dynamics NAV Users?
DK: Sales Tax Office for Microsoft Dynamics NAV
has been groundbreaking for Users. In addition
to automating sales tax calculations, Users can
integrate that data with online shopping carts
and more – all while being confident in accurate
content and calculations. So, at a high level, we
focus on providing our clients accurate content,
calculations that automate processes to ensure
compliance, and consulting services that assist
along the way.
NAVUG: What does your client base look like?
DK: Tax is a very complicated, ever-changing
moving target that really affects us all, but we work
closely with manufacturers, distributors, retailers,
professional services, and rental companies.
NAVUG: What sets Wolters Kluwer apart from
other tax solutions for Microsoft Dynamics
NAV?
DK: We completed the CFMD (Certified for
Microsoft Dynamics) process at the end of 2013,
which we are very excited to announce, but we also
have an estimated 30 full-time researchers at CCH
keeping up with the sales and use tax changes
in-house. This really sets us apart from the rest
and makes us a one-stop shop that companies
can count on. Our motto is, “When you have to
be right”, and having those researchers solely
dedicated to keeping us and our software as up-
to-date as possible makes us the software provider
to work with.
NAVUG: What do Microsoft Dynamics NAV
Users love most about your solutions?
DK: In addition to having all our development
in-house, we also offer specialty services, such
as when you know you’re not collecting tax
correctly and want to divulge that information to
become compliant or if you’re breaking into a new
COMPANY:
Wolters Kluwer, CCH
INTERVIEW:
David Kelly, national strategic
alliance manager
WEBSITE:
www.salestax.com
HEADQUARTERS:
Riverwoods, Illinois
PHONE:
877-570-2785
EMAIL:
NAVUG™ PARTNER
MEMBER SINCE:
2011
Wolters Kluwer, CCH
isv partner member showcase
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Spring 2014 | 35
vertical and need taxability research studies conducted for quality
information.
NAVUG: What does Wolters Kluwer have in store for Microsoft
Dynamics NAV Users in 2014?
DK: Since we’ve completed the CFMD process, we will continue to
develop for the latest and greatest Microsoft Dynamics NAV releases,
making this a continual investment with enhancements to our core sales
tax offering. We also plan to be involved in NAVUG Summit as well as
Directions. Both are great opportunities for Users to get involved.
NAVUG: What do you like most about working with the Microsoft
Dynamics NAV community?
DK: Being actively involved in the events year-round and developing
relationships along the way has made me really love the Microsoft
Dynamics community. It is extremely engaged and willing to work
together to grow Microsoft Dynamics offerings. I always get a great
reception from this community, and I am excited to see what’s around
the corner in 2014! NAVUG
Who is a person who interests you on Twitter/Facebook/LinkedIn right
now?
Karina Nielsen, CEO of Celenia
On my desk right now is…
An interesting project setting up financial reporting in a multinational
Microsoft Dynamics NAV installation.
My 3 goals for 2014…
Roll out my first Microsoft Dynamics NAV 2013 R2 implementation;
design a cash flow statement report entirely inside Microsoft Dynamics
NAV 2013 R2; and roll out a complete MRS and MRP planning solution
in a mixed MTO and MTS environment using Cost Control Software’s
visual scheduling.
What I do when I’m not at work…
Train my children in the way they should go.
The best advice I ever received…
“There is a Danish business database or something like that called
Navision. It runs on DOS or Windows 95. Want to check it out?”
NAVUG™ is pleased to
recognize Thomas Paulsen,
owner of PaulsenConsult LLC,
as this issue’s Volunteer of
the Quarter. Thomas is one
of NAVUG’s top contributors
to Collaborate and while
his knowledge of Microsoft
Dynamics NAV is outstanding,
his willingness to take time
to share his talent with
other Members and make a
difference in someone else’s
business is priceless.
5MINUTES
VOLUNTEERWITH NAVUG’S
OF THE QUARTER
36 | NAVUG Magazine
t t&TIPS & TRICKS
1. Creating New Companies
Within Microsoft Dynamics NAV 2013 R2, you have two options
when creating a new company. The former method of going to the
Development Environment File > Company > New is not available
with R2. You have two options:
» Option 1. In RTC, navigate to the listing of companies. Using
the ribbon, you can create a new company or copy an existing
company.
» Option 2. You can create a new company by using the Microsoft
Dynamics NAV 2013 R2 Administration Shell. You have to be
the administrator. Right click on the Administration Shell and
select Run as administrator as shown.
Three Tips & Tricks for Microsoft Dynamics NAV 2013 R2 Users
Powershell will open. To add a new company, type in New-
NavCompany at the prompt. You will be prompted for the New
Company Name. Next, you will be asked for the ServerInstance.
This is the portion that follows the port name, such as localhost:7046/
DynamicsNAV71
2. Help Server
The days of updating Help Text on every client are in the past.
With Microsoft Dynamics 2013 R2, Microsoft has added the Help
Server component into the product. You can install it to your IIS
server. The Help Text content is the same whether you are accessing
from the Windows client or web client.
3. Renumbering Document Numbers
in Journals
If the No. Series field on the journal batch is filled in, the posting
function in general journals requires that the document number
on individual or grouped journal lines be in sequential order. To
make sure that you do not receive posting errors because of the
document number order, you can use the Renumber Document
Numbers function before you post the journal. If related journal lines
were grouped by document number before you used the function,
they will remain grouped but may be assigned a different document
number.
This function also works on filtered views.
Any renumbering of document numbers will respect related
applications, such as a payment application that has been made
from the document on the journal line to a vendor account. To find
Renumber Document Numbers, enter General Journals in the Search
box. When you are ready to post the journal, on the Actions tab, in
the Functions group, choose Renumber Document Numbers. NAVUG
BEST 2013TOP 10 NAVUG WEBINARS
As a way to wrap up some of the amazing success and incredible programs our presenters
and Members shared in 2013, NAVUG™ is excited to release our Top 10 webinar and Special
Interest Group (SIG) recordings from 2013.
Thanks to all the volunteers who helped deliver outstanding programs in 2013! We look forward
to many great sessions in 2014.
123456789
10
Microsoft Excel Tips and Tricks (January 2013)
How to Manage NAV Permissions & Security (January 2013)
Excel Pivot Tables Crash Course (May 2013)
Connecting Microsoft Dynamics NAV with Excel 2010 PowerPivot (January 2013)
Top 10 NAV Error Messages (January 2013)
Excel Tips and Tricks (June 2013)
Introduction to ODATA Web Services: How to Easily Publish your NAV Data (January 2013)
How Can NAV Manage My Fixed Assets? (February 2013)
Microsoft Dynamics CRM or Microsoft Dynamics NAV CRM, Which Is the Best Fit? (February 2013)
How Microsoft Office 365 Works with Microsoft Dynamics NAV 2013 (January 2013)
TH
E
OF
Spring 2014 | 37
Optional Pre-conference Training - Oct 13-14
™
Experience It!October 14-17, 2014America’s Center - St. Louis, MO
Microsoft Dynamics® NAV community.
Registration Now Open!
Register Today! navugsummit.com
Experience Learning. Focused, interactive sessions offer valuable content for all Dynamics NAV users, no matter your product version or experience level.
Experience Networking.
Experience It Together.
industry showcase
Manufacturing: Creating Products We All Would Miss
Possessing quality assurance paired with stellar customer service, these NAVUG™ Members keep
the world “fueled up” by designing, mixing, and creating critical products from gas drilling fluids to
ramen noodles and beyond. Manufacturing plays a huge role in today’s world, and let’s just give it
to you straight: it’s no simple task!
LIENERT AUSTRALIA
PTY LTD
Roseworthy, South
Australia
Lienert Australia is
a leading national
manufacturer, distributor,
and supplier of
ingredients, supplements,
and nutritional advice to
the Australian livestock
and stock feed industries.
For more than 40 years,
Lienert has built a sound
reputation as a supplier
of quality products and
service to a diverse range
of clients, from family
farms to commercial
feed mills and integrated
livestock operations in
Australia, New Zealand,
and the Philippines.
BRI-CHEM CORP.
Edmonton, Alberta
Bri-Chem Corp.
distributes more than
100 different oil and
gas drilling fluids,
blends cementing,
acidizing, and fracturing
chemical additives, as
well as distributes and
manufacturers carbon
steel pipe to the oil and
gas fields in western
Canada and the United
States. As an industry
leader committed to
customer satisfaction,
progressive thinking, and
shareholder value, Bri-
Chem has helped oil and
gas companies reach new
heights.
NISSIN FOODS DE
MEXICO S.A. DE C.V.
Lerma, Mexico
Nissin Foods was founded
in 1958 on the concept
of offering a quality and
convenient ramen product
to feed the masses after
World War II when
food was sparse. Since
then, Nissin Foods has
expanded its food offerings
as well as its locations,
now producing in many
countries and regions
across the globe.
SHEARWATER
RESEARCH
Vancouver, British
Columbia
Since its inception
in 2004, Shearwater
Research has designed and
manufactured open-circuit
and closed-circuit trimix
dive computers for the
most demanding technical
divers. Bruce Partridge,
CEO of Shearwater, brings
a unique perspective
to the company with
experience in computer
systems design, embedded
programming, and
advanced technical diving.
CANALTA CONTROLS
LTD
Red Deer, Alberta
Canalta Controls Ltd
began operations in 1986
as an instrumentation
and electrical contractor.
Since 1991, its focus has
been on the manufacturing
of industrial control and
measurement equipment.
Canalta now manufactures
and services several
product lines specifically
targeting the oil and gas
industries and supplies
product across North
America, South America,
Asia, and the Middle
East. Canalta has built
on its global distribution
network by having primary
manufacturing and
warehousing facilities in
Red Deer, Alberta and
Dallas, Texas, as well as
a direct sales office in
Buenos Aires.
LANTIC INC.
Montreal, Quebec
Lantic Inc. is one of
two refiners in eastern
Canada and operates a
cane sugar refinery in
Montreal, Quebec. In
eastern Canada, they
produce granulated, icing,
cube, liquid, yellow, and
brown sugars. In western
Canada, Lantic Inc. is the
leading refiner, processor,
distributor, and marketer
of sugar products. The
company has two sugar
processing facilities,
a cane sugar refinery
in Vancouver, British
Columbia, and a sugar
beet processing facility in
Taber, Alberta. Products
in western Canada include
granulated, icing, cube,
yellow and brown sugars,
liquid sugars, and specialty
sugars and syrups.
Spring 2014 | 39
40 | NAVUG Magazine
by Rich Beliveau
I recently came across two very interesting and lengthy
definitions created by Microsoft for Microsoft Dynamics NAV
and business intelligence (BI).
According to Microsoft, Microsoft Dynamics NAV is a multi-
language, multi-currency business management solution that helps
small and mid-sized businesses manage their financials, supply chain,
and people to create experiences that delight their Customers. It is
quick to implement and easy to use, with the power to support your
growth ambitions. Microsoft also states that BI turns information into
action through data gathering, analysis, monitoring, and forecasting
to identify opportunities, minimize risk, and improve management
insight.
In my opinion, BI for Microsoft Dynamics NAV is making sure
business decision makers have the right information, at the right
time, and in the right format to make informed judgments about
their business. It allows Users to make recommendations and take
action today on tomorrow’s business issues.
At NAVUG™ Academy, we believe that business intelligence
should be in the forefront of your Microsoft Dynamics NAV learning
plan. As such, we offer several Microsoft Dynamics NAV BI classes
throughout the year.
Reporting in Microsoft Dynamics NAV
101 Using RTC (Role Tailored Client):
This is a great introduction to reporting in Microsoft Dynamics
NAV. In just a few short hours, students will be able to
not only build and modify basic and complex reports,
but also have the foundation they need to write reports
in the RTC. This introductory class will show students
how to create and modify simple and advanced reports
through a hands-on virtual classroom environment,
enabling them to get down and dirty with Microsoft
Dynamics NAV’s RTC.
Account Schedule Basics
for Microsoft Dynamics NAV
2013 RTC:
Account schedules are a powerful tool used to
create custom financial statements directly from your
Microsoft Dynamics NAV general ledger. In this in-
depth training session, students learn the fundamental principles of
account schedule construction. Using hands-on exercises, students
have the opportunity to apply what they learn during class. Students
are able to create a basic trial balance and master the three basic
account schedule building blocks: row setups, column layouts, and
analysis views. They will also discover how to filter financial reports
by dimensions, layer in budgeted information, and produce reports
by exporting to Microsoft Excel® in the most efficient way possible.
Coupled together, Creating Microsoft Dynamics NAV Datasets
for SSRS Reports and Creating Views and Reports with SSRS will
enable organizations to realize the full potential of their SQL Server
Reporting Services deployments for Microsoft Dynamics NAV. The
first step in learning how to leverage Microsoft Dynamics NAV
data outside of the solution is to understand how to build a dataset.
Datasets are required to join data between two or more tables or
companies. They are also required to encapsulate and summarize data
from a production system to a reporting system or data warehouse.
Once the datasets are created, students can start creating SSRS
reports that include grouping, totaling, charts, and graphs. They can
also create customized report subscriptions that enable reports to be
automatically generated and delivered.
More information on these Academy classes can be found at
the NAVUG Academy Distance Learning site: www.navug.com/
academydl2014. NAVUG
Business Intelligence for
Microsoft Dynamics NAV 2013
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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 42
Horizontal................Page 45
Services...................Page 50
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 and Dynamic Communities 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!
KEY: Axapta Great Plains Navision Solomon Customer Relationship Management Retail Management System Point of Sale
42 | NAVUG Magazine
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.
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.
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.
Cross Industry Solution
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.
AssureSign LLC
http://www.assuresign.com • 407-670-0400 AssureSign Electronic Signature Software Integrated cloud or on-premise enterprise class Electronic Signatures.
Business Systems Integrators
http://www.BusinessSysInteg.com 866-871-2097 EDI BSI provides superior EDI solutions for AX & GP, both on-premise & SaaS.
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
NEW: eclipse Smart AP Automation Solution Auto route & approve invoices with Intelligent Data Capture recognition.
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).
Paramount Technologies
http://www.paramounttechnologies.com 248-960-0909 WorkPlace eProcurement Solutions for Requisition, Purchasing & Invoice Automation. Options include PunchOut, Check Request, Budget Compliance, RFQ, Requisition, PO Generation, Receiving, Invoice Matching & Vendor Contract Compliance.
Solver
http://www.solverusa.com • 310-691-5300 Solver - BI360 Suite Both Excel & Web-based Financial & Operational Reporting, Budgeting, Dashboards, & a pre-confi gured Data Warehouse w/ direct integration to Microsoft Dynamics.
Finance/Banking
AssureSign LLC
http://www.assuresign.com • 407-670-0400 AssureSign Electronic Signature Software Integrated cloud or on-premise enterprise class Electronic Signatures.
Food and Beverage
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.
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.
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.
IndustryIN
DU
STR
Y
Apparel
Lanham Associates® http://www.lanhamassoc.com 678-379-4200 ext. 105 EDI EDI your way: In-house control, Collaborative, or Outsourced. Total solution, AS2 and VAN for Lower Cost of Ownership. More documents and users than any other provider for NAV. Great references. Quick startup.
RedTail Solutions http://www.redtailsolutions.com 508-983-1900 RedTail EDI Freedom to Do Business: Stick to what you do best - our cloud service manages your EDI. Integrated with ERP/WMS/3PL systems. Lowest total cost.
Automotive
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.
Chemicals
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.
Consumer Packaged Goods
Business Systems Integrators
http://www.BusinessSysInteg.com 866-871-2097 EDI BSI provides superior EDI solutions for AX & GP, both on-premise & SaaS.
KEY: Axapta Great Plains Navision Solomon Customer Relationship Management Retail Management System Point of Sale
Spring 2014 | 43
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.
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.
Metafi le 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.
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.
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.
Healthcare
Paramount Technologies
http://www.paramounttechnologies.com 248-960-0909 WorkPlace for Healthcare Drive down costs, control purchases and manage your materials. Supports single and multi-site facilities. Integrate Requisition through Invoice Automation and Inventory processes. Record items using barcode scanners.
Sierra Workforce Solutions
http://www.sierraws.com • 800-822-0973 Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data in-tegration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service.
High Tech and Electronics
Experlogix, Inc. http://www.experlogix.com 805-504-9729 ext. 712 Experlogix Confi gurator for Microsoft Dynamics CRM & ERP Experlogix Confi gurators meets 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.
Industrial Equipment
Experlogix, Inc. http://www.experlogix.com 805-504-9729 ext. 712 Experlogix Confi gurator for Microsoft Dynamics CRM & ERP Experlogix Confi gurators meets 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.
Insurance
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.
Manufacturing
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.
ASC Software http://www.ascsoftware.com • 937-429-1428 ASCTrac Award winning, scalable Warehouse Management Solutions & MFG operations.
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.
docSTAR http://www.docstar.com • 888-docSTAR
NEW: eclipse Smart AP Automation Solution Auto route & approve invoices with Intelligent Data Capture recognition.
Experlogix, Inc. http://www.experlogix.com 805-504-9729 ext. 712 Experlogix Confi gurator for Microsoft Dynamics CRM & ERP Experlogix Confi gurators meets 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.
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).
Metafi le 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.
IND
USTR
Y
KEY: Axapta Great Plains Navision Solomon Customer Relationship Management Retail Management System Point of Sale
44 | NAVUG Magazine
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.
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.
Non-Profit Organizations
Paramount Technologies
http://www.paramounttechnologies.com 248-960-0909 WorkPlace for Non-Profi ts GL Distributions, Fund Accounting, Audit Trails, Requisition & Expense.
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.
Pharmaceuticals
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.
Property Management
360 Visibility Inc. http://www.360propertymanagementsoftware.com • 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 and enhance the ultimate value of your property.
Rentals
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.
Retail
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.
Metafi le 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.
Software
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
Warehouse Management
Accellos, Inc. http://www.accellos.com • 719-433-7000 Accellos One Warehouse Fully-integrated warehouse manage-ment & data-collection for MS 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.
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.
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.
Tasklet Factory http://www.taskletfactory.com +45 96 354 500
NEW: 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.
Wholesale Trade: Durable Goods
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.
Wholesale Trade: Non-durable Goods
Lanham Associates® http://www.lanhamassoc.com 678-379-4200 ext. 105 Supply Chain Solutions High quality Supply Chain solutions built inside NAV: Shipping, Forecasting/Replenishment, WMS & EDI Compliance. More than 2000 companies live.
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Analytics
Total Dynamics Solutions, LLC
http://www.totaldynamicssolutions.com 612-276-5075 Enterprise Business Management Providing value-added analytical capa-bilities for Microsoft Dynamics.
Barcode Data Collection
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.
Budgeting
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...
Solver
http://www.solverusa.com • 310-691-5300 Solver - BI360 Suite Both Excel & Web-based Financial & Operational Reporting, Budgeting, Dashboards, & a pre-confi gured Data Warehouse w/ direct integration to Microsoft Dynamics.
Total Dynamics Solutions, LLC
http://www.totaldynamicssolutions.com 612-276-5075 Enterprise Business Management Web based, interactive, & integrated planning/budgeting for MS Dynamics.
Business Intelligence
Accountable Software
http://www.accountable.com • 610-983-3100 BI Reporting Platform LIVE Dynamics Data in Excel, SSRS, SharePoint, Business Portal & the Web. Implement your BI solution today for as low as $5K and be running your reports by the close of business!
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.
Halo Business Intelligence
http://www.halobi.com • 888-300-0219 Halo Business Intelligence Any source, data quality, rapidly deploy, predict, collaborate & mobile.
Solver
http://www.solverusa.com • 310-691-5300 Solver - BI360 Suite Both Excel & Web-based Financial & Operational Reporting, Budgeting, Dashboards, & a pre-confi gured Data Warehouse w/ direct integration to Microsoft Dynamics.
Total Dynamics Solutions, LLC
http://www.totaldynamicssolutions.com 612-276-5075 Enterprise Business Management Providing value-added analytical capa-bilities for Microsoft Dynamics.
Business Process Management
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.
docSTAR http://www.docstar.com • 888-docSTAR
NEW: eclipse Smart AP Automation Solution Auto route & approve invoices with Intelligent Data Capture recognition.
Metafi le 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.
Tribridge http://www.concertocloud.com 877-977-8458 Tribridge Concerto Cloud Services Concerto Cloud off ers Dynamics Solutions as a Service in a private cloud environ-ment. Subscription pricing, dedicated resources, no shared components, and a complete solution customized to fi t unique needs.
Check 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.
Commissions
Sikich http://www.Sikich.com 630-566-8400
NEW: NAV Commission Management SystemSimplify commissions with commission management software for Dyn NAV.
Compliance
Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management doc-link electronic document solutions support compliance mandates.
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!
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.
Credit 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.
ChargeLogic http://www.chargelogic.com • 877-292-2520 ChargeLogic Payments Leading PCI validated credit card & payment processing solution for NAV.
Customer Relationship Management
eBridge Connections
http://www.ebridgeconnections.com 800-755-6921 eBridge for CRM eBridge platform to seamlessly integrate customer and opportunity data.
Experlogix, Inc. http://www.experlogix.com 805-504-9729 ext. 712 Experlogix Confi gurator for Microsoft Dynamics CRM & ERP Experlogix Confi gurators meets 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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Tribridge http://www.concertocloud.com 877-977-8458 Tribridge Concerto Cloud Services Concerto Cloud off ers Dynamics Solutions as a Service in a private cloud environ-ment. Subscription pricing, dedicated resources, no shared components, and a complete solution customized to fi t unique needs.
Data Integration
eBridge Connections
http://www.ebridgeconnections.com 800-755-6921 eBridge Integration Solution The leading cloud integration platform for EDI, webstore, CRM systems.
Data Management
Accellos, Inc. http://www.accellos.com • 719-433-7000 Accellos One Warehouse Fully-integrated warehouse manage-ment & data-collection for MS Dynamics.
Distribution
Accellos, Inc. http://www.accellos.com • 719-433-7000 Accellos One Warehouse Fully-integrated warehouse manage-ment & data-collection for MS Dynamics.
ASC Software http://www.ascsoftware.com • 937-429-1428 ASCTrac Award winning, scalable Warehouse Management Solutions & MFG operations.
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.
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.
Document Management
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 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.
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
NEW: 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.
Metafi le 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.
E-commerce
Avalara, Inc.
http://www.info.avalara.com/TheList877-780-4848 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.
eBridge Connections
http://www.ebridgeconnections.com 800-755-6921 eBridge for eCommerce Integration with all webstores incl. Amazon, Magento, BigCommerce, eBay+
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.
EDI
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.
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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 Web EDI solution eliminates transac-tion fees – over 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 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.
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.
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.
Electronic Document Delivery (Email)/Faxing
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).
Electronic Signatures
AssureSign LLC
http://www.assuresign.com • 407-670-0400 AssureSign Electronic Signature Software Integrated cloud or on-premise enterprise class Electronic Signatures.
Expense Solutions
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.
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.
Paramount Technologies
http://www.paramounttechnologies.com 248-960-0909 WorkPlace Expense Integrates web submission of expense reports, automatic routing, and elec-tronic approvals of individual line-item expenses.
Field Service Management
FieldConnect, Inc.
http://www.fi eldconnect.com • 949-428-1540 FieldConnect Mobile Workforce Solutions FieldConnect is an end-to-end solution for workforce mobilization. Electronic work orders & timesheets, dispatch software, and customer portals are directly integrated with Microsoft Dynamics for maximum effi ciency.
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.
General Ledger
Sikich http://www.ExcelIntegrator.com • 260-485-0665 Infi nia Integrator GL Allow users to Copy-Paste-Import journal entries from Excel to Dynamics.
HR 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.
Inventory Management
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.
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.
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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Invoicing Enhancement
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.
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.
Job Costing
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.
Labeling
Lanham Associates® http://www.lanhamassoc.com 678-379-4200 ext. 105 E-Ship Label Formatter Formats customized and carrier labels inside the shipping system.
Manufacturing Enhancement
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.
Mobility
ChargeLogic https://www.chargelogic.com/anywhere 877-292-2520
NEW: ChargeLogic Anywhere Mobile credit card processing that transfers orders & payments into NAV.
Payables 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.
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.
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.
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.
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.
ReQlogic http://www.reqlogic.com 650-235-1925 ext. 5 ReQlogic ReQlogic is a browser-based employee productivity suite that provides solu-tions for eProcurement, requisitions, vendor invoices, expense reports and advanced workfl ow.
Payroll Enhancement
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.
Portals
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 Confi gurator for Microsoft Dynamics CRM & ERP Experlogix Confi gurators meets 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.
Procurement Management
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.
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.
Paramount Technologies
http://www.paramounttechnologies.com 248-960-0909 WorkPlace eProcurement Solutions for Requisition, Purchasing & Invoice Automation. Options include PunchOut, Check Request, Budget Compliance, RFQ, Requisition, PO Generation, Receiving, Invoice Matching & Vendor Contract Compliance.
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ReQlogic http://www.reqlogic.com 650-235-1925 ext. 5 ReQlogic ReQlogic is a browser-based employee productivity suite that provides solu-tions for eProcurement, requisitions, vendor invoices, expense reports and advanced workfl ow.
Product 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.
Purchase 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.
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.
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.
Paramount Technologies
http://www.paramounttechnologies.com 248-960-0909 WorkPlace Requisition and Purchasing Includes PunchOut, Check Request, Budget Compliance, RFQ, Requisition, PO Generation, Receiving, Invoice Matching & Vendor Contract Compliance.
Quality 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.
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.
Reporting
Accountable Software
http://www.accountable.com • 610-983-3100 BI Reporting Platform LIVE Dynamics Data in Excel, SSRS, SharePoint, Business Portal & the Web. Implement your BI solution today for as low as $5K and be running your reports by the close of business!
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.
Solver
http://www.solverusa.com • 310-691-5300 Solver - BI360 Suite Both Excel & Web-based Financial & Operational Reporting, Budgeting, Dashboards, & a pre-confi gured Data Warehouse w/ direct integration to Microsoft Dynamics.
Total Dynamics Solutions, LLC
http://www.totaldynamicssolutions.com 612-276-5075 Enterprise Business Management Providing value-added analytical capabilities for Microsoft Dynamics.
Sales 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.
Experlogix, Inc. http://www.experlogix.com 805-504-9729 ext. 712 Experlogix Confi gurator for Microsoft Dynamics CRM & ERP Experlogix Confi gurators meets 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.
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).
Security
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.
Shipping/Manifesting
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 Shipping from sales order through manifest. Package carriers available.
Supply Chain Management
Accellos, Inc. http://www.accellos.com • 719-433-7000 Accellos One Warehouse Fully-integrated warehouse manage-ment & data-collection for MS Dynamics.
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.
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.
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.
KEY: Axapta Great Plains Navision Solomon Customer Relationship Management Retail Management System Point of Sale
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RockySoft http://www.RockySoft.com 970-493-0868 ext. 105 Inventory Management and Supply Chain Planning Pack Light Supply Chain Mgmt Suite-Forecasting, Inventory Mgmt, Purchase Order Planning, Vendor Lead Time Mgmt, Retail Store Planning and S&OP.
System Enhancement
DynamicsDownloads
http://www.DynamicsDownloads.com 419-581-2300 DynamicsDownloads Looking for a Dynamics Add-On Solution? Search, Buy and Sell here!
Tax
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.
Time and Attendance
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.
Trade 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).
Total Dynamics Solutions, LLC
http://www.totaldynamicssolutions.com 612-276-5075 Enterprise Business Management Web based, integrated trade manage-ment for Microsoft Dynamics.
Workflow / Notifications
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.
docSTAR http://www.docstar.com • 888-docSTAR
NEW: 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 .
Metafi le 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 Workfl ow Easily route documents needing ap-proval- invoices, HR docs, etc. electroni-cally. Ensures they are not lost, stalled or misplaced.
Application 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.
RoseASP http://www.roseasp.com • 858-794-9403 RoseASP RoseASP has been hosting Microsoft Dynamics applications since 2000. We host AX, SL, NAV, GP and CRM along with a host of ISV solutions. Great com-missions for the life of the contract. We guarantee 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.
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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.
Cloud 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 manage-ment repository. Integrated document management and workfl ow.
Reviora http://www.reviora.com • 813-344-1600 Cloud ERP hosting Cloud hosting for Dynamics ERP/CRM. Enterprise-class delivery.
Tribridge http://www.concertocloud.com • 877-977-8458 Tribridge Concerto Cloud Services Concerto Cloud off ers Dynamics Solutions as a Service in a private cloud environ-ment. Subscription pricing, dedicated resources, no shared components, and a complete solution customized to fi t unique needs.
WatServ http://www.watserv.com 866-531-2598 ext. 2311 Hosting and Cloud Computing for Microsoft Dynamics ERP and CRM WatServ is one of North America's largest, most experienced providers of Cloud Computing services for Dynamics AX, Nav, GP, SL & CRM.
Custom Development
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.
HR & Payroll Implementation & Consulting
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.
Implementation 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.
Managed Services
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.
Marketing 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.
Member Organizations
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.
OnDemand Trials
RoseASP http://www.goERPcloud.com • 855-ERP-CLOUD ERP Cloud Trials Test drive preconfi gured Microsoft Dynamics AX, GP, NAV, and CRM demo environments with integrated ISV so-lutions built for the web. goERPcloud trials help users understand the power of Dynamics and the cloud.
Sales Tax Management Service
Avalara, Inc.
http://www.info.avalara.com/TheList877-780-4848 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.
SharePoint Development
DynamicPoint http://www.dynamicpoint.com • 562-726-4396 Your Source Exclusively for Microsoft Dynamics & SharePoint Integration Portals, Business Automation & Custom Products integrated with Dynamics.
Social 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!
Training
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.
Writing/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.
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