Embed Size (px)
DESCRIPTION
Â
Citation preview
TIPS & TRICKS FOR RESEARCHING
AND INSTALLING
10½ TIPSFOR COLLABORATE-ING
WITH YOUR PEERS
ALL ABOUT
ADD-ONS
@dynms I [email protected] I 1.877.488.6116
Contact your NAV reseller for more information or visit www.NAVmobileWMS.com
Advanced inventory Count and License Plating available separately. Cost does not include annual enhancement, any required NAV licensing, or implementation costs. Offer valid until Dec 31, 2014.
The WMS Bundle includes:
Two brand new, state of the art Datalogic Skorpio X3 handhelds, with 2D imager and Windows Embedded Handheld
Charging dock for devices
Pre-installed remote management software
All standard warehouse and production modules
Our Warehouse Mobile Decision Support System includes 18 warehouse and production modules to support all your shop activities. The system works with just about any NAV configuration you can imagine, including without bins, with directed pick, or anything in-between. Add the optional Advanced Inventory Count and Licsense Plate modules to take your data management to the next level.
Mobile WMS Hardware & SoftwareBundle: $5,000
STRUGGLING WITHOUT BARCODING?
LET’S FIX THAT...
annual 1 2014
andhelds,
Q2/Q3 2014 | 3
Q2/Q3 2014 | www.navug.com In Every Issue
5 From the Director
7 Events
10 Regional Chapter News
12 Meet Your Leaders
14 Welcome to Our New Members
21 Find the Logo Contest
21 Name That Photo Contest
25 Academy Corner
26 On Topic
29 Word Find
38 Volunteer of the Quarter: Rick Heerema
39 The NAV List, from The Partner Channel Features
16 User Member Showcase Stonewall Kitchen
18 Tips & Tricks Researching Add-on Products
20 10½ Tips for Collaborate-ing with Your Peers
22 Member in Action Amanda Hansen, Ellsworth
24 Tips & Tricks Installing Add-on Products
28 Great Gains for Little to No Dollars
30 Microsoft Member Showcase Robert Miller
33 Industry Showcase Food and Beverage
34 Certified for Microsoft Dynamics What Does it Mean?
36 ISV Partner Member Showcase Thank You to our Premium ISV and VAR Partner Members!
37 Happy Birthday to NAVUG Collaborate
TIPS & TRICKS FOR RESEARCHING
AND INSTALLING
10½ TIPSFOR COLLABORATE-ING
WITH YOUR PEERS
ALL ABOUT
ADD-ONS
Advertiser Index
ABC Computers, Inc. . . . . . . . . . . . . . . . . . . . 19
Altec . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11
ArcherPoint. . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Beck Consulting. . . . . . . . . . . . . . . . . . . . . . . . 6
Datahaven. . . . . . . . . . . . . . . . . . . . . . . . . . . . 52
Dynamic Manufacturing Solutions . . . . . . . . . 2
Equisys, Inc. . . . . . . . . . . . . . . . . . . . . . . . . . . 32
k-eCommerce . . . . . . . . . . . . . . . . . . . . . . . . . .15
Lanham Associates . . . . . . . . . . . . . . . . . . . . . 4
Microsoft Convergence . . . . . . . . . . . . . . . . . . 7
NAVUG Summit 2014 . . . . . . . . . . . . . . . . . . .8-9
Next Generation Logistics, Inc.. . . . . . . . . . . 35
contents
0 1 0 1 1 0 1 0 0 0 1 0 1 1 0 1 0 1 1 1 0 1 0 0 1 0 1 0 0 0 1 01 1 0 1 0 1 1 1 0 1 0 1 0 0 1 0 1 1 0 1 0 1 1 1 0 1 0 1 1 0 1 00 1 0 1 0 1 0 0 1 0 1 0 1 0 1 0 1 1 1 0 1 0 0 1 1 0 1 0 1 0 1 01 0 1 0 1 0 0 0 1 0 1 0 0 1 0 1 1 0 0 0 1 1 0 1 0 1 1 1 0 1 0 10 1 0 1 1 0 0 1 0 0 1 0 1 1 0 1 0 0 1 1 0 1 0 0 1 0 1 0 0 0 1 01 0 0 1 0 1 1 1 0 1 0 1 1 0 1 0 1 1 0 1 0 1 1 1 0 1 0 1 1 0 1 00 0 1 0 1 1 1 0 1 0 1 1 0 1 0 1 1 01 1 0 1 0 1 0 0 1 0 1 0 1 0 1 0 1 1 0 0 0 0 0 1 1 0 1 0 1 0 1 01 0 1 0 1 0 0 1 0 1 0 1 0 1 0 1 1 01 0 1 0 1 0 0 0 1 0 1 0 0 1 0 1 1 0 0 0 1 1 0 1 0 1 1 1 00 1 0 1 0 0 0 1 0 1 0 0 1 0 1 1 0 00 1 0 1 1 0 1 0 0 0 1 0 1 1 0 1 0 1 1 1 0 1 0 0 1 0 1 01 0 1 1 0 1 0 0 0 1 0 1 1 0 1 0 1 11 0 0 1 0 1 1 1 0 1 0 1 0 0 1 0 1 1 00 1 0 11 0 1 0 0 1 0 1 0 1 0 1 0 1 1 01 00 1 0 1 0 0 1 0 0 1 0 0 1 0 1 1 0 00 1 0 1 1 0 0 1 0 0 1 0 1 1 0 1 0 0 1 1 0 1 0 0 1 0 1 0 0 0 1 01 1 0 0 1 0 0 1 0 1 1 0 1 0 0 11 0 1 0 0 1 1 1 0 1 0 1 1 0 1 0 1 1 0 1 0 1 1 1 0 1 0 1 1 0 1 00 0 1 1 1 0 1 0 1 1 0 1 0 1 1 01 1 0 1 0 1 0 0 1 0 1 0 1 0 1 0 1 1 0 0 0 1 0 1 1 0 1 0 1 0 1 01 0 1 0 0 1 0 1 0 1 0 1 0 1 1 01 0 1 0 1 0 0 0 1 0 1 0 0 1 0 1 1 0 0 0 1 1 0 1 0 1 1 1 0 1 0 10 1 0 0 0 1 0 1 0 0 1 0 1 1 0 0 0 1 1 0 1 0 1 1 1 0 1 00 1 0 1 1 0 1 0 0 0 1 0 1 1 0 1 0 1 1 1 0 0 0 0 1 0 1 0 0 0 1 01 0 1 1 0 1 0 0 0 1 0 1 1 0 1 0 1 1 1 0 0 0 0 1 0 1 0 0 0 11 0 1 0 0 1 1 1 0 1 0 1 0 0 1 0 1 1 0 1 0 1 1 1 0 1 0 1 1 0 1 10 1 0 0 1 1 1 0 1 0 1 0 0 1 0 1 1 0 1 0 1 1 1 0 1 0 1 1 0 10 1 0 1 0 1 0 0 1 0 1 0 1 0 1 0 1 1 0 0 0 0 0 1 1 0 1 0 1 0 1 01 0 1 0 1 0 0 1 0 1 0 1 0 1 0 1 1 0 0 0 0 0 1 1 0 1 0 1 0 11 0 1 0 1 0 0 0 1 0 1 0 0 1 0 1 1 0 0 0 1 1 0 1 0 1 1 1 0 1 0 10 1 0 1 0 0 0 1 0 1 0 0 1 0 1 1 0 0 0 1 1 0 1 0 1 1 1 0 1 00 1 0 1 1 0 0 1 0 0 1 0 1 1 0 1 0 0 1 1 0 1 0 0 0 0 1 0 0 0 1 01 0 1 1 0 0 1 0 0 1 0 1 1 0 1 0 0 1 1 0 1 0 0 0 0 1 0 0 0 11 0 1 1 0 1 1 1 0 1 0 1 1 0 1 0 1 1 0 1 0 0 1 1 0 1 0 1 1 1 1 00 1 1 0 1 1 1 0 1 0 1 1 0 1 0 1 1 0 1 0 0 1 1 0 1 0 1 1 1 11 1 0 1 0 1 0 0 1 0 1 0 1 0 1 0 1 1 0 0 0 1 1 1 1 0 1 0 1 0 1 01 0 1 0 1 0 0 1 0 1 0 1 0 1 0 1 1 0 0 0 1 1 1 1 0 1 0 1 0 11 0 1 0 1 0 0 0 1 0 1 0 0 1 0 1 1 0 0 0 1 1 0 1 0 1 1 1 0 1 0 10 1 0 1 0 0 0 1 0 1 0 0 1 0 1 1 0 0 0 1 1 0 1 0 1 1 1 0 1 00 1 0 1 1 0 1 0 0 0 1 0 1 1 0 1 0 1 1 1 0 1 0 0 1 0 1 0 0 0 1 01 0 1 1 0 1 0 0 0 1 0 1 1 0 1 0 1 1 1 0 1 0 0 1 0 1 0 0 0 11 0 0 1 0 1 1 1 0 1 0 1 0 0 1 0 1 1 0 1 0 1 1 1 0 1 0 1 1 0 1 00 0 1 0 1 1 1 0 1 0 1 0 0 1 0 1 1 0 1 0 1 1 1 0 1 0 1 1 0 10 1 0 1 0 1 0 0 1 0 1 0 1 0 1 0 1 1 0 0 1 0 0 1 1 0 1 0 1 0 1 01 0 1 0 1 0 0 1 0 1 0 1 0 1 0 1 1 0 0 1 0 0 1 1 0 1 0 1 0 1
1 0 11 1 1 01 0 1 0 1 0 0 0 1 0 1 0 0 1 0 1 1 0 0 0 1 1 0 1 00 1 00 1 0 00 1 0 1 1 0 0 1 0 0 1 0 1 1 0 1 0 0 1 1 0 1 0 0 10 0 11 0 1 11 00 1 0 0 1 1 1 0 1 0 1 0 0 1 0 1 1 0 1 0 1 1 1 0
1 1 0 1 0 1 0 0 1 0 1 0 1 0 1 0 1 1 0 0 1 1 0 1 1 0 1 0 1 0 1 00 1 0 0 1 0 1 0 1 0 1 0 1 1 0 0 1 1 0 1 1 0 1 0 11 0 1 0 1 0 0 0 1 0 1 0 0 1 0 1 1 0 0 0 1 0 0 1 0 1 1 1 0 1 0 11 0 0 0 1 0 1 0 0 1 0 1 1 0 0 0 1 0 0 1 0 1 1 1 00 1 0 1 1 0 0 1 0 0 1 0 1 1 0 1 0 0 1 1 0 1 0 0 1 0 1 0 0 1 1 01 0 1 0 0 1 1 1 0 1 0 1 1 0 1 0 1 1 0 1 0 1 1 1 0 1 0 1 0 1 0 10 1 0 1 0 1 0 0 1 0 1 0 1 0 1 1 0 1 0 0 0 1 0 1 1 0 1 0 1 0 1 01 0 1 0 1 0 0 0 1 0 1 0 0 1 0 1 1 0 0 0 1 1 0 1 0 1 1 1 0 1 0 1
000 1 1 1 01 0 0 1 00 1 0 1 11 0 1 0 00 0 0 0 1
01 0 1 1 0 1 0 1 0 1 0 01 0 1 1 1 0 1 1 1 0 1 01 1 0 1 0 1 0 1 0 1 0 11 0 1 0 1 0 1 0 0 1 1 01 0 0 1 1 0 1 0 1 0 1 1
01 0 1 0 1 0 1 0 0 0 1 0
10 REASONS:
2,500+NAV EDI customers
80+Unique, robust EDI documents (not just print only) available in NAV
160YEARS EDI EXPERIENCE
O N T H E L A N H A M T E A M
65,649Average number of EDI transactions for Lanham customers per day
FOCUS – THE BEST AND ONLY ERPSOLUTION SUPPORTED BY LANHAM EDI
WHY I BOUGHT LANHAM EDI IN MICROSOFT DYNAMICS NAV
17+ YEARSE X P E R I E N C E I N N A V
$$$$$ SAVED:
PRICELESS
60%PROJECT HOURS SAVED
By being embedded in NAV
38%TIME SAVED
73+Third Party Warehouses
WWW.LANHAMASSOC.COM | 678-379-4200 WWW.LANHAMSERVICES.COM | 678-999-3900
Q2/Q3 2014 | 5
Going to the Next Level...
Sherry Linares
letterfrom the navug director
VU
UG N
AV
G N
AVUG N
A
G N
AVUG N
AVUG N
NAVU
G N
AVUG N
AVUG
AVUG N
AVUG N
AVUG N
AVUG
VUG N
AVUG N
AVUG N
AVUG N
AVU
UG N
AVUG N
AVUG N
AVUG N
AVUG N
AV
G N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
A
NAVU
G N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
UG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG
VUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVU
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVU
NAVU
G N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AV
GNAVU
G N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
A
UG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
UG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AV
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVU
AVUG N
AVUG N
AVUG N
AVUG N
AVUG
NAVU
G N
AVUG N
AVUG N
AVUG
GNAVU
G N
AVUG N
AVUG N
UG N
AVUG N
AVUG N
A
VUG N
AVUG N
AV
AVUG N
AVU
NAVU
G
N
Mark Rhodes
Raise your hand if you use an add-on tool with your Microsoft Dynamics NAV
system.
I’m pretty sure most (maybe all?) hands are raised. Did you know that
Microsoft Dynamics NAV was never meant to provide all the functionality
needed by every business in every industry around the entire world? When you hear
it phrased like that, it makes perfect sense, but it’s easy to fall into the trap of being a bit
disappointed when you discover gaps in functions and features, or you try to make the system
do things it’s not meant to do. Fortunately (and if you’ve ever worked with another ERP
system you’ll be nodding) Microsoft Dynamics NAV is wonderfully configurable to a variety
of situations and business processes. But unfortunately (and if you’re evaluating an upgrade
you’ll be nodding) this can be a curse, too, as you may be facing a real challenge on how to
keep those customizations in place.
So, why not embrace the universe of add-on tools that are available to help you get from the
proverbial 80 percent solution to the full-business support? It would take an encyclopedia to
cover all the solutions out there for Microsoft Dynamics NAV (Side note: Everyone still knows
what an encyclopedia is, right? Or did I just show my age?), so in this edition of NAVUG™
Magazine, we’ve given you some insight with add-ons. We asked our Members to comment
on what they use and how, our Microsoft Dynamics NAV MVPs to share some of the free or
low-cost add-ons available, our Premium Member Partners to share their thoughts on best
practices and tips for installing an add-on product, and of course, our Premium Solution
Partners on what you should do when researching add-ons. And if you’ve heard the term
“CfMD”, we sat down with the Microsoft Dynamics NAV team to find out what it is and why
that’s an important acronym to know about.
I hope you enjoy the variety included in this magazine. If you’re so enthralled you end up
taking the magazine with you to some interesting vacation spot, snap a picture of yourself
enjoying an article and post it on Collaborate (http://community.navug.com).
See you at NAVUG Summit!
Mark Rhodes
NAVUG Director
Gaining
More with
Add-ons
bcPacknShipLogistics Software Solutions
UCC
ASN
INV.
PO
SPS Commerce and bcPacknShip streamline your EDI and shipping processes:
Flexible and scalable cloud-based solutions for any size business
Choose the documents you want integrated Achieve EDI compliance in days Built in NAV for NAV
Easy-to-use solutions that reduce mistakes and chargebacks
Extends and fully supports standard NAV WMS with bcPacknShip
Conserve your IT resources and let us manage your complicated retailer requirements. Visit spscommerce.com to learn more.
SPS COMMERCE, INC. 612-435-9400 [email protected]
BeckConsulting 800-456-8474 x110 [email protected]
Get out of the document library and back to growing your business.
Q2/Q3 2014 | 7
eventssessions meetings courses
G N
NAVU
G
AVUG N
AVU
AVUG N
AVUG N
AV
VUG N
AVUG N
AVUG N
A
UG N
AVUG N
AVUG N
AVUG N
G N
AVUG N
AVUG N
AVUG N
AVUG
NAVU
G N
AVUG N
AVUG N
AVUG N
AVUG
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVU
VUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AV
NAVU
G N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
A
GNAVU
G N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
UG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG
VUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVU
NAVU
G N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AV
GNAVU
G N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
A
UG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
UG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVU
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG
NAVU
G N
AVUG N
AVUG N
AVUG N
AVUG N
GNAVU
G N
AVUG N
AVUG N
AVUG N
A
UG N
AVUG N
AVUG N
AVUG N
AV
VUG N
AVUG N
AVUG N
AVU
AVUG N
AVUG N
AVUG
NAVU
G N
AVUG
NAVU
G N
GNA
The event calendar on www.navug.com and the weekly NAVUG™ Event Guide 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, 2014St. Louis, Missouriwww.navugsummit.com/pre-conference-
training
NAVUG Summit 2014
October 15 – 17, 2014St. Louis, Missouriwww.navugsummit.com
Webinars
August 1 – Upgrade Series – What’s New
in 2013 for Developers & How to Get
Your Skills, Code, and Reports Ready
August 8 – Upgrade Series – How to
Position Yourself for Ongoing Upgrades
August 13 – Ask the Experts: A/P & A/R
August 13 – SIG: Food & Beverage Industry
August 15 – Upgrade Series – What You
Need to Know for a Smooth Data Migration
August 20 – Ask the Experts: Manufacturing
August 22 – Upgrade Series: A User’s
Experience & What to Expect and Plan For
September 10 – Ask the Experts: Finance
September 10 – SIG: Food & Beverage
Industry
September 11 – Ask the Experts: Security
in Microsoft Dynamics NAV
October 29 – Ask the Experts: Manufacturing
Academy Courses:
August 8 – Microsoft Dynamics NAV Dev.
Series – Intro to C/AL Part 2: Complex
Data Types, Post Routines
Convergence is the best opportunity to expand your professional network, explore Microsoft solutions, and bring new ideas to life. Experience Convergence by attending the location that is right for you.
www.microsoft.com/convergence
Get the insights and connections to succeed.
Convergence 2014 Europe Barcelona, Spain4–6 November 2014
Register Now
Convergence 2015Atlanta, GeorgiaMarch 16–19, 2015
Find Out More
Meet Anne & JohnAnne is a finance professional for a manufacturing company. She considers herself a savvy accounting professional and an intermediate Dynamics NAV user. Having heard about NAVUG Summit from a friend, she thought it might be the perfect place to learn how others handle reporting in Dynamics NAV. She used the ‘Convince My Boss’ template to make her case for attending and submitted it to her manager, John. He not only agreed to Anne’s participation - he decided to join her. They’re preparing for an upgrade and will use the event to gain feedback and advice from others who’ve done so.
NAVUG Summit 2014You’ve Got To Experience It!
Next up were Partner Showcase sessions, giving the pair a great opportunity to learn from some of the top Dynamics NAV experts in the industry and see their Dynamics NAV add-on solutions in action. They attended showcases on accounts reconciliation and EDI integration, soaking in a lot of great knowledge and discovering new ways of thinking about managing financials with Dynamics NAV.
A couple more dynamite sessions, and its back to the Expo Hall for a well-deserved cocktail reception. The pair grabs a cold drink and a bite to eat, then sets out to chat with a number of exhibitors. With more than 250 booths in the Expo Hall, they plan to make the most of every Expo hour that’s offered during the event – it’s such a great way to learn about what’s available in the community!
Phew! One day down, and Anne and John have already captured a list of ideas they plan to implement when they get home….and there’s still 2 more days of sessions, networking, and Expo to go! As first time attendees, there are a few key things that have surprised Anne and John about the NAVUG Summit experience…
The buzz. Everywhere they went, there were folks talking Dynamics NAV – in the hallways, during breaks…even at the local watering
holes at night!
The interaction. The sessions they attended were quite intimate and attendees engaged in active conversations around the topic
at hand.
The learning. They’d underestimated just how much they could learn from other users and were amazed at how many other folks
experience challenges similar to theirs.
The impact. Anne and John met fellow Dynamics NAV users who not only provided great insight at the event, but who will be go-to
resources for them in the months and years ahead!
Every year, we ask NAVUG Summit attendees what they like best about the event and why they keep coming back. Many of the responses fall along the lines of “It’s just such a great experience!” Walk with us as we explore the typical experience of a NAVUG Summit attendee.
Enhance Your Experience: If you need help justifying your trip to St. Louis, download and customize the ‘Convince My Boss’
template at navugsummit.com.
8 | NAVUG Magazine
The Experience Begins
Anne and John began cashing in on their NAVUG Summit experience as soon as they registered (months before the event!). They explored the 125 sessions and each built their own personal schedule of the sessions they planned to attend. It helped them get acquainted with the speakers and even see who else is attending each
session (and their daily schedules will be emailed to them each morning during the event). They used the ‘NAVUG Summit 2014 St. Louis’ community on NAVUG Collaborate to share their objectives and some of the specific issues they are hoping to address in St. Louis. Doing so helped them meet other attendees with similar goals, and they even made dinner plans for St. Louis with some fellow attendees from the manufacturing industry.
Day 1 in St. Louis
The pair chatted over breakfast on Wednesday morning with some fellow Dynamics NAV users they’d met at pre-conference training courses the previous day. They compared notes on some of the add-on solutions they’d discovered at the Welcome Reception in the Expo Hall on Tuesday evening. Breakfast was buzzing that morning - old friends were catching up, new connections were being made, and everyone was excited for an invigorating opening session to kick-start the day.
After a great networking lunch, John opted for a little change of pace and decided to participate in a session from the Leadership track. What a great experience! While the focus of Summit is on using Dynamics NAV, he was pleased to also have the opportunity to pick up some new ideas to help him more effectively lead his team.
navugsummit.com™
With 5 blocks of breakout sessions on this one day alone, Anne and John set out to collectively attend 10 sessions, focusing on their unique roles and how their company uses Dynamics NAV. Anne choose sessions like “50 Tips in 50 Minutes for Finance” and “Shop Floor Reporting” while John opted for “Defining and Using KPIs and Measurables” and “Implementing Fixed Assets”.
October 14-17, 2014
Enhance Your Experience: Visit navugsummit.com/2014-sessions
and sign in to build your schedule today!
Enhance Your Experience: Come early for pre-conference
training from NAVUG Academy on Oct 13-14. It’s hands-
on, expert-led training at a reduced rate. Visit the Summit
website to see the courses offered.
Enhance Your Experience: Attend with your colleagues!
There’s more to learn than one person can take in alone!
Register Today!
Q2/Q3 2014 | 9
10 | NAVUG Magazine
NAVUG Midwest Meeting Success
On May 21-22, 100 NAVUG™ Members held their annual Midwest conference at the Embassy Suites in
Deerfield, Illinois.
Overall, the event had 17 sessions to choose from in a two-track environment. Speakers represented a
wide range of companies and organizations, including Culver’s, Saris Cycling, Chicago Powdered Metal
Products, multiple VARS, and Microsoft. With 13 sponsors, it was jam-packed full of product information,
networking opportunities, ISV knowledge, and Microsoft updates, as well as time spent sharing experiences.
Thank you to our sponsors for making this event possible:
PLATINUM: ABC Computers and Lanham Associates
GOLD: ChargeLogic, Equisys Zetadocs, JetReports, and Sologlobe
SILVER: Altec, DiCentral, Dynamics TMS, Fastpath, Mergetool.com, and Western Computer NAVUG
Don’t miss out on the opportunity for similar learning and network opportunities at NAVUG Summit. Register today at www.navugsummit.com.
newsregional chapter news
VU
UG N
AV
G N
AVUG N
A
G N
AVUG N
AVUG N
NAVU
G N
AVUG N
AVUG
AVUG N
AVUG N
AVUG N
AVUG
VUG N
AVUG N
AVUG N
AVUG N
AVU
UG N
AVUG N
AVUG N
AVUG N
AVUG N
AV
G N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
A
NAVU
G N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
UG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG
VUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVU
NAVU
G N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AV
GNAVU
G N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
A
UG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
UG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AV
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVU
AVUG N
AVUG N
AVUG N
AVUG N
AVUG
NAVU
G N
AVUG N
AVUG N
AVUG
GNAVU
G N
AVUG N
AVUG N
UG N
AVUG N
AVUG N
A
VUG N
AVUG N
AV
AVUG N
AVU
NAVU
G
N
Hear about
the Regional
Chapter
meeting from
a fellow User...
“In spite of all
the information
available on
Microsoft
Dynamics NAV
2013, I was
able to learn
about new
and interesting
features that
I am really
excited about.”
Gregory Alfordmaterials & ERP
managerChicago Powdered
Metal Products Company
Leave your paper behind!Our itinerary for you includes improved
ef ciencies si ni cant cost savin s and accelerated automated usiness processes
om ine t e po er of Microsoft Dynamics® NAV it t e ti t inte ration of doc-link document
mana ement and or o solution to turn any process and department paperless
Embark on aPaperless Journey with doc-linkTM
altec inc com
Visit us at Booth 1034
12 | NAVUG Magazine
leadersmee t your navug leaders
U
G N
AV
G N
AVUG N
A
NAVU
G N
AVUG N
AVUG N
AVUG N
AVUG
VUG N
AVUG N
AVUG N
AVU
UG N
AVUG N
AVUG N
AVUG N
AV
G N
AVUG N
AVUG N
AVUG N
AVUG N
A
NAVU
G N
AVUG N
AVUG N
AVUG N
AVUG N
NAVU
G N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG
VUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVU
NAVU
G N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AV
NAVU
G N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
A
GNAVU
G N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
UG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG
VUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVU
NAVU
G N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AV
GNAVU
G N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
A
G N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
UG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
A
NAVU
G N
AVUG N
AVUG N
AVUG N
AVUG N
AV
GNAVU
G N
AVUG N
AVUG N
AVUG N
AVU
UG N
AVUG N
AVUG N
AVUG N
AVUG
VUG N
AVUG N
AVUG N
AVUG
AVUG N
AVUG N
AVUG N
A
NAVU
G N
AVUG N
AV
NAVU
G N
AVU
GNAVU
UG
BI & Reporting CRISTIAN NICOLA SCOTT SLOAN
Western Computer Insulation Fabricators, Inc.
principal consultant business systems manager
Business MARC ALLMAN TRISH BOCCUTI
Leadership AMS Controls Fastpath, Inc.
COO director of marketing
Community MARK RHODES
Resources NAVUG
program director
Finance KRISTINA FRANK
Cline Tool & Services
controller
TONY CASTELLANO
Western Computer
ROBB DELPRADO director of client services
Western Data Systems, Inc.
COO
With NAVUG™ Summit 2014 just around the corner, we thought you’d like to see who from your community is planning this
year’s sessions. Our track leaders are donating many hours of time gathering input from Microsoft Dynamics NAV Users on
what topics to offer, crafting session titles and descriptions, and recruiting expert speakers to lead these dynamic sessions. If
you can, thank them on NAVUG Collaborate or in person in St. Louis!
Q2/Q3 2014 | 13
International ALEX LUTZ HENNING LUND
Installations Metabowerke GmbH & Co. Partner Power International
head of VP, senior executive advisor
Microsoft Dynamics NAV
IT Development KIM CONGLETON RON SKALSKI
Group O Sikich LLP
senior solution architect senior managing consultant
Manufacturing ANDREW GOOD BOB BUCCIGROSSI
& Supply Chain Liberty Grove Software EBO Group Inc.
CEO business system
improvement manager
New 2 NAV JENNY HOLLINGSWORTH KERRY ROSVOLD
ABC Computers Inc. Augsburg Fortress
application consultant Publishers
corporate controller
Service STEVE CHINSKY
Management Quidsi Inc.
program/project
manager - finance
Tips & Tricks AJ ANSARI LEWIS ROSENBERG
InterDyn BMI Mars Fishcare
Microsoft Dynamics NAV IT manager
product manager
Upgrading GREG KAUPP VICTOR DIERCKSEN
ArcherPoint LLC TalkingRain
CEO Beverage Company
IT systems manager
Warehouse & ADRIANA DI VITO AYDAN GOLASZEWSKI
Distribution Sologlobe Medifast, Inc.
marketing director - lead ERP analyst
relationship management
14 | NAVUG Magazine
Aarstiderne A/S
Adecco A/S
Aegis Chemical Solutions
American Labelmark Company (Labelmaster)
Atlanta Trading Company
Citizen Watch of America
Corix
Cypress Grove Chevre
Dalco Nonwovens
Ejendomsforeningen Danmark
ESSDACK
Every Nation
Forklifts of St. Louis, Inc.
Forshaw Inc.
Forum Energy Technologies
Frederiksberg Forsyning A/S
Hal Leonard Corporation
Hamlet Protein A/S
Harbor Wholesale Foods, Inc.
HAWE North America
Heritage Travelware LTD
Inovonics Wireless
J. Lauritzen A/S
JEG & Sons Inc.
Kahut Waste Services, LLC
La Crosse Forage & Turf Seed LLC
LBX Company, LLC
M&M Supply Co.
Mayesh Wholesale Florist, Inc.
Mirasco Inc
Monin
National Azon
Northland Properties
Palermo Villa, Inc
PCA SKIN
Republic Metals
RiverStone Resources LLC
Rogers Family Co
Samaritan’s Purse
Sauber Mfg. Co.
Seagull Book & Tape
Sign-Zone Inc.
Silver Reef Casino
Simson-Maxwell
Stronghold, Ltd.
Symbex Companies
System Three Resins, Inc.
Terso Solutions Inc
The Ken Blanchard Companies
United Cycle
USAP
Valley Equipment Company, Inc
Vista Research, Inc.
Wawona Frozen Foods
Westinghouse Lighting Corporation
Wilson Mohr, Inc.
XYNYTH Manufacturing Corp
Meet one of our newest
Premium Members...
Joseph Gallo Farms
Headquartered in Northern California, the Gallo family
has produced the finest quality farm products since 1946.
What began as a small family farm has now grown into an
internationally recognized brand. The Joseph Farms label
symbolizes all natural, world-class quality cheese.
Joseph Gallo Farms is a model of total integration, balancing
business and environmental concerns to maintain dairy,
farming, and cheese making operations. Microsoft Dynamics
NAV at Joseph Gallo Farms is the glue that keeps everything
together. It helps manage and track all facets of the company’s
business while continuing to scale with its growing business
needs.
As a result of Joseph Gallo Farms’ expansion plans and desire
to move into new markets, the company felt that becoming a
NAVUG Premium Member would provide the tools needed to
be successful.
“We joined NAVUG as a Premium Member specifically
because of the forums (a.k.a. NAVUG Collaborate). This
resource is a ‘must have’ for both Users and techs working
with Microsoft Dynamics NAV. The community of Users is
active, knowledgeable, and not afraid to share, which means
the responses contain valuable perspectives and feedback,” says
Peter Lundrigan, IT manager at Joseph Gallo Farms. “Even if
you are just a Collaborate stalker, you are bound to pull out
that one piece of information or shortcut that will make you
more efficient or just a little more wise. The key is you are
communicating with like-minded people and you are sure to
find someone who has similar issues, questions, or concerns. As
this community continues to grow, this resource will only get
better.” NAVUG
Premium User Members
Added Last Quarter
k-eCommerce
Malibu Commerce
Next Generation Logistics, Inc.
Readsoft AB
Roletailors
SaaSplaza Inc.
Premium Partner 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
AVUG
VUG N
AVU
UG N
AVUG N
AV
G N
AVUG N
AVUG N
A
NAVU
G N
AVUG N
AVUG N
NAVU
G N
AVUG N
AVUG N
AVUG
AVUG N
AVUG N
AVUG N
AVUG N
AVU
VUG N
AVUG N
AVUG N
AVUG N
AVUG N
AV
UG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
A
GNAVU
G N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
UG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG
VUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVU
NAVU
G N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AV
NAVU
G N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
A
GNAVU
G N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
UG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG
VUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVU
NAVU
G N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AV
GNAVU
G N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
A
UG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
UG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVU
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVU
NAVU
G N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AV
GNAVU
G N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
A
UG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG
VUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG
N
NAVU
G N
AVUG N
AVUG N
AVUG N
AVUG N
A
NAVU
G N
AVUG N
AVUG N
AVUG N
AV
GNAVU
G N
AVUG N
AVUG N
AVU
UG N
AVUG N
AVUG N
AVUG
VUG N
AVUG N
AVUG
AVUG N
AVUG
N
NAVU
G N
A
GNAV
Welcome to the new Members who have invested in
NAVUG™ Premium membership and Partner membership
this year! New Members add 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.
Maker of Joseph Farms Cheese
Contact us today! Join us at booth #1543
Meet at
Provide an omni-channeleCommerce experience
[email protected] www.k-ecommerce.com 734-928-6010
Responsive web design / Touchscreen optimization for a user-friendly experienceno matter the device
Low startup costs with
secure PC Certi ed
cloud hosting
Quick deployment;
go live in 30 days!
ll
Tou
YOUR MUST-HAVE SOLUTION FOR Selling Online with Microsoft Dynamics®
eCommerce
IntegratedPayment ProcessingyPayP
XX
X 0
06
7 52
89
XXX 0067
5289
Online Bill PayOnO$$
$.............................
*Solutions compatible with Microsoft Dynamics® AX GP NAV CRM
OTHER TOP-NOTCH SOLUTIONS FROM K-ECOMMERCE INCLUDE:
™
16 | NAVUG Magazine
A love for hobbies can manifest great
things, and Stonewall Kitchen
is no exception. In 1991, the
company’s two founders expanded
on their love of food, entertaining,
and gardening and started selling items at local
farmers’ markets in New England. Since the early
’90s, they have grown to offering more than 400
specialty food items and 2,000+ complementary
items, selling internationally across 42 different
countries. Stonewall Kitchen manufactures 80
percent of these goods and exemplifies the true
meaning of selling through a multi-sales channel.
With 11 company stores throughout New England
and Maryland, three million catalogs mailed a
year, more than 1.5 million unique visitors per year
on its ecommerce website, and 6,000 wholesale
accounts covering “ma-and-pop” shops to large
national chains such as Whole Foods and Macy’s,
Stonewall Kitchen has to have product tracking
ability like no other.
This is where tech gurus Andrea Hall (IT
director) and Jason Wilder (senior application
developer) come in. Both Andrea and Jason have
been with Stonewall Kitchen for 16 years and
started right before the company bought Microsoft
Dynamics NAV, then known as Navision. As part
of their roles, they oversee the IT department and
manage system applications, as well as project
manage system implementation and strategy
planning. With their entire IT department in-
house, Stonewall Kitchen stays in control while
focusing on maintaining security and improving
productivity, all with the help of Andrea’s and
Jason’s “favorite software ever”, Microsoft
Dynamics NAV.
Multi-Sales Channel
Prowess
“The main reason we picked Microsoft
Dynamics NAV was because of its flexibility,”
Andrea says. Stonewall Kitchen operates on a
multi-sales channel, one that requires certain
customizations to make the sales order process
fit different order types with different behaviors,
all while keeping their data integrated. Andrea
continues, “Microsoft Dynamics NAV lets us
be the business we want to be. It really helps us
manifest any business idea or strategy we can
think up!”
In addition to customizing Microsoft Dynamics
NAV to fit their sales process, Stonewall Kitchen
COMPANY:
Stonewall Kitchen
INTERVIEWEES:
Andrea Hall, IT director, and
Jason Wilder, senior application
developer
WEBSITE:
www.stonewallkitchen.com
HEADQUARTERS:
York, Maine
PHONE:
207-351-2713
EMAIL:
ESTABLISHED:
1991
NUMBER OF EMPLOYEES:
350
MICROSOFT DYNAMICS NAV
USER SINCE:
1999
NUMBER OF USERS:
Around 75
NAVUG™ MEMBER SINCE:
2008
Specialty Food and
Beverage Manufacturer
Cooks Up Success Year
After Year
user member showcase
NAV
AVUG N
A
VUG N
AVUG N
UG N
AVUG N
AVUG
G N
AVUG N
AVUG N
AVU
NAVU
G N
AVUG N
AVUG N
AVU
NAVU
G N
AVUG N
AVUG N
AVUG N
AV
UG N
AVUG N
AVUG N
AVUG N
AVUG N
A
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG
NAVU
G N
AVUG N
AVUG N
AVUG N
AVU
GNAVU
G N
AVUG N
AVUG N
AVUG N
AV
UG N
AVUG N
AVUG N
AVUG N
AVUG
VUG N
AVUG N
AVUG N
AVUG
N
AVUG N
AVUG N
AVUG N
NAVU
G N
AVUG N
AV
NAVU
G N
AV
GNAVU
UG
Andrea Hall
Jason Wilder
Q2/Q3 2014 | 17
has implemented a couple important timesaving
add-ons that help make automation a reality.
Jason shares, “Our credit card add-on solution,
ChargeLogic, saves us so much time. We used to
manually enter credit card information. Now it’s
all automated and very secure within Microsoft
Dynamics NAV.” He continues, “It is changes
like these that make it possible to have the same
software for years and years.”
Stonewall Kitchen also implemented a custom
job scheduler many years ago, enabling them to
automatically post invoices any time of day and
run several alerts to call out any errors so nothing
is missed. Andrea says, “This automation in
Microsoft Dynamics NAV has saved us tons of
labor hours and reduces manual error.”
Microsoft Dynamics NAV
2013, Here We Come!
To say Andrea and Jason are excited about
Microsoft Dynamics NAV 2013 R2 would be an
understatement. After naming off a number of
their favorite enhancements, it was surprising
to hear they weren’t yet working in the system.
After a warehouse management solution
implementation, Stonewall Kitchen will start the
Microsoft Dynamics NAV 2013 R2 upgrade this
summer and will go live with the solution early
next year. Andrea says, “In some ways, we feel
behind, but there are many companies just not
there yet.” She continues, “We can hardly contain
our excitement, though! It’s impressive to see the
ongoing investment Microsoft makes in Microsoft
Dynamics NAV. Just a few years ago, we would
have had to put in our own custom code, but now
we can simply adopt the mainstream functionality
in Microsoft Dynamics NAV 2013.”
NAVUG: Not Just for Us
“Techies”
As relatively new NAVUG Members, yet long-
time Microsoft Dynamics NAV Users, both
Andrea and Jason are impressed with what’s
available. “Right away, I thought it was more
focused on the technical side of the solution, but
after checking out the forums and speaking with
NAVUG Members, I realize our non-technical
people can benefit as well,” Andrea shares.
She also had a great experience at Convergence
in March, attending a roundtable discussion hosted
by NAVUG. “It was a small group of 10 people, and
out of that group, I exchanged business cards with
seven and have already followed up with three of
them. From this meeting, I can tell NAVUG is a
concentrated group that is eager to learn from
each other.”
Making Waves in the Food
and Beverage Industry
Andrea and Jason are continuing this trend of
learning from each other by starting up a food
and beverage manufacturing Special Interest
Group (SIG) within NAVUG. This is the fifth
largest industry group within the community,
and with such a sizable group, Andrea and
Jason are excited to share valuable knowledge
across the sector and brainstorm best practices
with like-minded individuals. “We’re planning
to do a mix of open discussions and planned
presentations, touching on topics including
FDA requirements, food terrorism, lot control,
handling recalls, and more.” Andrea concludes,
“We’re in such a unique business with different
requirements, so it’s important to learn from
one another.” NAVUG
“Right away, I
thought it was
more focused
on the technical
side of the
solution, but
after checking
out the forums
and speaking
with NAVUG
Members, I
realize our
non-technical
people can
benefit as well.”
18 | NAVUG Magazine
Researching Add-on Products
t t&TIPS & TRICKS
Sarah DeSantis
Data Masons Software
When evaluating solutions to complement your Microsoft
Dynamics NAV investment, a majority of the time your focus is on
finding a remedy to a particular pain point. Unfortunately, this also
means that you focus mainly on the solution – cost, integration,
reputation, etc. – but what you may be doing in the process is
diminishing the value of support as it relates to the ROI of your
investment. To protect your Microsoft Dynamics NAV investment,
look for solution providers that make your business their business.
This means having dedicated, fast-acting support services along
with meeting all of your other technology requirements. During
the evaluation process, I would always recommend asking what the
guaranteed response time is to support inquiries.
Tara Grant
Jet Reports
When your organization is evaluating whether a business
intelligence (BI) solution will provide adequate benefit for the budget,
time, and resources required to learn and use it, it’s important to ask
the following questions to BI vendors during your selection process:
» What technologies are used to extract, transform, and load
(ETL) data from Microsoft Dynamics NAV into the reporting
environment?
» Do the tools delivered with the solution require special skills
around Microsoft SQL and Business Intelligence Development
Studio (BIDS) for customizations after initial installation?
» How steep is the learning curve for the technologies?
» What are the typical vendor support requests generated by these
tools?
Cory Barwick
Wolters Kluwer
Google searches are very targeted in this area, and I find that using
Google with the correct search terms will quickly return valuable
information. Peers, colleagues, and former employer relationships
are the next steps that I would take for looking for add-on products.
User groups are great at providing a more contextual atmosphere, but
I find that often people are not aware of a User group unless they are
a purchaser of the UG product.
Per Mogensen
Mergetool.com
Is it available on the latest Microsoft Dynamics NAV version?
What are the plans for future releases compared with Microsoft’s
releases?
Jason Arebalo
DiCentral
Evaluating the right solution first starts with the business problem
you are trying to solve (i.e., trading partner mandate, eliminating
chargebacks, eliminating manual data processing, etc.). Here are
some key points to consider:
» Does this ISV own its own IP?
» How does the solution automate/validate data?
» How quickly will I achieve return on investment?
» Can the provider and the solution meet long-term strategic plans?
» Is the provider large enough to accommodate ongoing support
needs?
When evaluating solutions, these are certainly things we take into
consideration.
Nils Rasmussen
Solver
» Meet with your key managers and agree to which business
problems you are looking to solve with the Microsoft Dynamics
NAV add-on.
» Conduct a search on Google with the best possible search
phrase based on which functionality (e.g. “budgeting software
for NAV”) you are looking for.
» Once you find three to five vendors (if that many exist), contact
them with the business issues you are looking to resolve and ask
how they solve it (while confirming Microsoft Dynamics NAV
integration).
» Invite vendors to demo and further evaluation.
Ryan Pollyniak
Equisys (Zetadocs)
The key question is: “build or buy?”. Microsoft Dynamics NAV is
customizable, making almost any functionality possible given time
and money. Building a custom solution can add complexity to a
We reached out to NAVUG™ Partner Members to pick their brains on steps Users should take when researching add-on products to take the guesswork out of the process.
Q2/Q3 2014 | 19
future Microsoft Dynamics NAV upgrade.
Buying add-ons makes upgrading easier in
the future as long as the software vendor
updates their solutions to work with new
versions of Microsoft Dynamics NAV.
Ask vendors what their commitment is
for supporting new versions. Having an
outdated add-on could force a change
when upgrading Microsoft Dynamics
NAV. Also, keep in mind that some
solutions are not built exclusively for
Microsoft Dynamics NAV. Ask for
Microsoft Dynamics NAV Customer
references.
Giuseppe Ianni
k-eCommerce
The camaraderie between VARs
and ISVs makes finding an add-on for
Microsoft Dynamics NAV easy. Seek
advice from your Partners; explain what
type of added features you’re looking
for, and they will be able to point you
in the right direction. Once an ISV has
been found, explore several options. See
a demo and review product literature.
Also consider support and enhancement
costs along with installation and training
services as these expenses are sometimes
overlooked. Be sure to have all the answers
to your questions before a purchase
decision is made, and, if possible, try it
before you buy it.
Aristides (Ari) Smith
Next Generation
Logistics, Inc.
When researching products, ask ven-
dors how their software supports best
practices in the areas of domain expertise
important to you and your company. Ask
how the add-on software can create im-
mediate as well as sustained bottom-line
benefits to your company. NAVUG
20 | NAVUG Magazine
™
10½ Tips for Collaborate-ing
with Your Peers
Did You Know?12
34
5
67
8
910
No one likes a Mr. Nobody;
add your profile picture so
everyone can see your smiling
face! On your Profile page,
simply click on the gray gear
icon to the top right of the
photo space.
The NAVUG™
Collaborate blog
is your blog. All
Members can blog in
the community…blog
a little or a lot; it’s up
to you! Click on Blogs,
then select Create a
New Blog Entry.
You can change
the information
that appears in
your signature
in Discussion
posts. Under
My Profile
in the main
navigation,
select My
Signature and
set your default
preferences.
You can meet and
stay in touch with
your neighbors! Join
and participate in the
NAVUG Collaborate
community
dedicated exclusively
to your local Chapter.
Premium User
Members can utilize
the Advanced Search
features of the
Member Directory
to find others by
location, industry,
size, product version,
add-ons used, and
more.
You can
control which
emails you
receive from
NAVUG
Collaborate
and how often
you receive
them. From
My Profile,
select My
Settings to
adjust your
subscriptions.
Your NAVUG
Summit 2014
experience starts as
soon as you register!
When you sign up
for NAVUG Summit,
you’ll be added to
the NAVUG Summit 2014
community on NAVUG
Collaborate. Start networking
and sharing long before you
get to St. Louis!
It’s easy to build
your NAVUG
Collaborate
profile and
network! Bring
your profile
information
and match
your contacts
from LinkedIn®
to NAVUG
NAVUG Collaborate has
Special Interest Group
communities for the Food &
Beverage industry. Join the
conversation with your like-
minded peers!
You can watch all NAVUG
webinars on demand! We
record all of our webinars and
place them in the NAVUG
Collaborate Content Library for
Premium Members to access at
any time.
The best way to get value from
NAVUG Collaborate? Get out
and use it! Ask a question of
your own, peruse what’s already
being discussed, download a
helpful
webinar
recording,
soak
in the
blogs…
there’s so
much to
be discovered! If you haven’t
already, start Collaborate-ing
today at http://community.
navug.com. (Yes, this only
counts as half a tip because it’s
just such a no-brainer. )
10½
Collaborate. On My Profile,
choose Grab Profile Info
from LinkedIn.
VU
UG N
AV
G N
AVUG
N
G N
AVUG N
A
NAVU
G N
AV
AVUG N
AVU
VUG N
AVUG
UG N
AVUG
G N
AVUG N
NAVU
G N
A
NAVU
G N
AV
AVUG N
AVU
VUG N
AVUG
NAVU
G
GN
NAVU
AVUG N
AV
VUG N
AVUG
UG N
AVUG
N
G N
AVUG N
NAVU
G N
AV
AVUG N
AV
AVUG N
AVU
VUG N
AVUG
G N
AVUG
N
G N
AVUG N
A
NAVU
G N
AV
AVUG N
AVU
NAVU
G
G
G NNNNNN
AAAA
NNNNNAAAAAAVVV
AAAAAVVVVVVUUU
VVVVVUUUUUUGG
UUUUUGGGGGG
GGGGGGNNNNN
NNNNNNAAAAA
NNNAAAAAAVVVVV
AAAVVVVVVUUUUU
VVVUUUUUUGGGG
UUUGGGGGG
GGGGG NNNNNN
NNNNNNAAAAAA
NNNNNAAAA
NNAAAAAVVVVV
AAAVVVVVUUUU
VVUUUUUGGGGG
UUUGGGGG
N
GGG NNNNN
A
NNNNNAAAAAV
AAAAAVVVVVU
AAVVVVVUUUUU
UUUUUGGGGG
UGGGGG
N
G NNNNN
AA
NNNNAAAAAV
C O N T E S T
logofind the
Congratulations to our Spring 2014 contest winner, Jonathan Delfraisse from MANCON! Jonathan found the logo on page 20 of
the Spring 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.
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 fl uid (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 fi ve 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.”
Th at 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. Th at spirit was infused into the
company fi rst 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
AVU
VUG N
AV
UG N
AVUG N
A
G N
AVUG N
AVUG N
NAVU
G N
AVUG N
AVUG
NAVU
G N
AVUG N
AVUG N
AVUG
UG N
AVUG N
AVUG N
AVUG N
AVU
AVUG N
AVUG N
AVUG N
AVUG N
AV
AVUG N
AVUG N
AVUG N
AVUG N
A
NAVU
G N
AVUG N
AVUG N
AVUG N
GNAVU
G N
AVUG N
AVUG N
AVUG
UG N
AVUG N
AVUG N
AVUG N
AVUG
VUG N
AVUG N
AVUG N
AVUG
N
AVUG N
AVUG N
AVUG N
NAVU
G N
AVUG N
AV
NAVU
G N
AV
GNAVU
UG
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
on Florida’s Gulf Coast: In the town of
ort Myers, things are being made. At its
gineers turnkey fuel, hydraulic, and diesel
ctures them there as well.
a Rhoad, the company’s director of human
ars. At the moment, we’re adding to our
than two years.”
the 2012 Manufacturer of the Year by the
f the Year in Lee County.
s Shaw Development manufactures take
or heavy duty off -road vehicles this year.
its spirit. Th at spirit was infused into the
im. “Jim Shaw is a very humble man, and
NAME THAT PHOTO
CONTEST
That’s a lot of hands
in the air at NAVUG™
Forum 2013. What
question do you think
got all these hands in
the air?
Simply email your
submission to
Captioncontest@
navug.com. The
winning submission
will be printed in the
magazine’s next issue.
Q2/Q3 2014 | 21
22 | NAVUG Magazine
A day in the life of Amanda Hansen isn’t what most people would call ordinary. Amanda
takes life “head-on” as a global finance controller at Ellsworth, a NAVUG™ Member since
2011 and one of the largest distributors of specialty chemicals in the world, as well as on
the roller derby track as “D’Amanda Beating”.
In 2011, Amanda went to her first roller derby bout (or game) and thought it was one
of the coolest things she had ever seen. “It’s the only athletic sport I had seen where there are women of
all shapes, sizes, ages, and occupations,” says Amanda. This inspired her, and after a year of getting up her
courage, she participated in a boot camp and joined the recreational league in Milwaukee, Wisconsin soon
after. After skating regularly for a few months, she was drafted to her current team, Crazy 8s, in October
2013. With a specialty in hitting, D’Amanda Beating is promising to be one of the team’s best blockers.
Her team recently finished out the first ever undefeated season in her league and achieved a four-peat
championship to boot! She also enjoys skating on an interleague team, the Brewcity Bruisers’ Battlestars,
the B team that takes on other leagues’ B teams and aims to one day make the all-star charter.
When Amanda tells people about her derby career, she gets mixed reactions. “Some people just find it
weird, yet some people think it’s pretty cool. I’m thankful because it’s given me a lot more than I could have
hoped for,” she says. In addition to being a great workout, Amanda has learned not to be afraid of what she
member in action
NAV
AVUG N
A
VUG N
AVUG N
UG N
AVUG N
AVUG
G N
AVUG N
AVUG N
AVU
NAVU
G N
AVUG N
AVUG N
AVU
NAVU
G N
AVUG N
AVUG N
AVUG N
AV
UG N
AVUG N
AVUG N
AVUG N
AVUG N
A
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG
NAVU
G N
AVUG N
AVUG N
AVUG N
AVU
GNAVU
G N
AVUG N
AVUG N
AVUG N
AV
UG N
AVUG N
AVUG N
AVUG N
AVUG
VUG N
AVUG N
AVUG N
AVUG
N
AVUG N
AVUG N
AVUG N
NAVU
G N
AVUG N
AV
NAVU
G N
AV
GNAVU
UG
Things in Life
Amanda Hansen
Don’t Be
Afraid to
Experience
the Different
(SOMETIMES WEIRDER)
Q2/Q3 2014 | 23
can do. “This was a big leap for me. I didn’t usually go out on my own, but now I know I can do what I want.
That confidence is priceless.”
It’s also enhanced her teamwork skills, helping her realize her strengths and weaknesses on the track as
well as in the office. Amanda says, “Communication is key. As a blocker, I have to keep the other jammer
behind me and couldn’t do this without communicating with my team. And as a global finance controller
and the Microsoft Dynamics NAV product owner at the office, my experience as a derby girl has really
opened me up to being a team player.” It makes sense why Amanda’s favorite part of NAVUG is NAVUG
Collaborate. With a like-minded ERP community online, she can get responses to her questions within a
day as well as network with invaluable connections outside of her own company.
Amanda got to combine her two favorite pastimes while in Atlanta for Convergence this past spring:
travel and roller derby. She had the opportunity to skate with the Atlanta derby girls, and the fact that she
can bring that skill with her on the road makes her enjoy the sport even more.
Amanda didn’t travel much growing up, but she remembers her mom being interested in other cultures
and always talking about where she hoped to go. This instilled a curiosity in Amanda that is still strong
to this day. She minored in international business in college and always knew she wanted to work with
a company that does business across the globe. Ellsworth is just that company with distribution and/or
manufacturing operations in Mexico, Canada, Europe, the United Kingdom, Central Europe, Scandinavia,
Mainland China, Hong Kong, Eastern Europe, Malaysia, Australia, Thailand, Latin America, and India.
“Seeing how business is done differently in other places is amazing to me. For years, we actually had to
purchase invoices from the Chinese government before we could bill customers there,” she says. Amanda
has travelled to Hong Kong, China, France, Scotland, and Sweden, and she is scheduled to visit England this
summer. “The most important thing I’ve learned from travelling for business is to really learn the culture
you’re visiting. If I immerse myself in their ways, I find I take away a much better experience all-around.”
Amanda’s own experience of stepping outside her comfort zone in both roller derby and travel is an
inspiration for experiencing the different (and sometimes weirder) things in life. NAVUG
Left: Amanda Hansen and one of her Pack Captains, “The Other White Meat” before her first bout.
Right: Amanda Hansen in action.
KIN
GP
IN R
ON
IN
“This was a
big leap for
me. I didn’t
usually go out
on my own, but
now I know I
can do what
I want. That
confidence is
priceless.”
24 | NAVUG Magazine
Installing Add-on Products
t t&TIPS & TRICKS
Andrew Good
Liberty Grove Software, Inc.
When planning to use an add-on, you need to consider a few
things first: can you meet your requirements with an add-on instead
of a customization? Is the add-on Certified for Microsoft Dynamics
(CfMD) for Microsoft Dynamics NAV 2009 or 2013? The CfMD
designation is an indication that the Partner is committed to the
product, its quality, and its future.
If the add-on is in a protected object range, get the rights to use and
edit the granule(s) in the event that the Partner stops supporting the
add-on and get this commitment in writing.
Mike Persichini
Advanced Business Systems, LLC
Add-ons for Microsoft Dynamics NAV should be carefully evaluated
prior to procurement for a variety of reasons. Considerations that
should be involved in all add-on evaluations should not be limited to
initial licensing cost. Microsoft Dynamics NAV is a development-
centric application, and it is often the case that add-on solutions are
chosen for fractional functionality usage (e.g. one particular piece of
included functionality). Customization aversion (buying versus building)
leads to unnecessary add-on purchases that can sometimes cause much
higher TCO (total cost of ownership) when annual enhancement,
upgrade complexity, and add-on customization (very common) costs
are analyzed. It is important to select the correct add-on solution for the
correct reasons. Initial licensing cost is only one facet.
AJ Ansari
InterDyn BMI
Ask if the add-on is CfMD for Microsoft Dynamics NAV. Does the
add-on have sufficient documentation? Know beforehand if the add-
on needs to be upgraded in lockstep with Microsoft Dynamics NAV.
Know if the add-on touches mission-critical code such as posting
routines, which could severely impact your ability to post shipments,
receipts, and invoices if the add-on experience is a failure.
Brent Fisher
Tribridge
Before purchasing, verify that the add-on product is up to date on
the latest version of Microsoft Dynamics NAV and compatible with
the version you are on.
Tom Doran
ABC Computers
First and foremost, just because an add-on is offered does not mean
it’s right for you or that it’s a good solution. We have a process for
evaluating our ISV Partners to ensure three main items: reliability of
the firm, references in the market, and CfMD from Microsoft. From
there, it is important to know that as a Partner, we cannot be experts
at everything, even if the ISV might pass the first three screens.
Thus, you should consider how the ISV works with both end Users
and Partners to fill the gap when the Partner has no or very limited
experience with their product. At the end of the day, what Users
want is a solution to their problem for something close to the quoted
project timeline and budget. If we are careful in our analysis of the
client problem, thoughtful about the risks presented when working
with third parties, and open in our discussions with both the User
and ISV, we find that add-on products can and do add a lot of value to
the Microsoft Dynamics NAV ecosystem.
Greg Williams
Western Computer
As new versions of the ISV add-on are released, review the list
of features and determine if they are new functionality or simply
resolution of known issues. Next, evaluate how you would use this
new functionality or if it would solve current issues. NAVUG
We reached out to NAVUG™ Members to gain their perspectives on tips and tricks regarding the installation of
add-on products with the hope that they’ll be able to save you time, money, and/or stress.
On-site Learning
™
2014NAVUG SUMMIT
Make the most of
your trip to St. Louis
by taking advantage
of focused, instructor-
led classroom training
before NAVUG™ Summit
2014 officially kicks off.
This training, delivered by
NAVUG Academy, is designed
to provide in-depth product
education in an interactive,
hands-on setting.
Q2/Q3 2014 | 25
learna c adem y cor ner
VU
UG N
AV
G N
AVUG N
A
G N
AVUG N
AVUG N
NAVU
G N
AVUG N
AVUG
AVUG N
AVUG N
AVUG N
AVUG
VUG N
AVUG N
AVUG N
AVUG N
AVU
UG N
AVUG N
AVUG N
AVUG N
AVUG N
AV
G N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
A
NAVU
G N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
UG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG
VUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVU
NAVU
G N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AV
GNAVU
G N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
A
UG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
UG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AV
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVU
AVUG N
AVUG N
AVUG N
AVUG N
AVUG
NAVU
G N
AVUG N
AVUG N
AVUG
GNAVU
G N
AVUG N
AVUG N
UG N
AVUG N
AVUG N
A
VUG N
AVUG N
AV
AVUG N
AVU
NAVU
G
N
Pre-Conference
Academy Training
NAVUG Academy pre-conference training courses offer:
Instructor-led classroom training environment
Focused content that dives deep into targeted functional areas
Half- or full-day course options at prices that are considerably
lower than traditional in-person classes
CPE credits
Here are just some of the classes we are planning for you:
Account Schedules in Microsoft Dynamics NAV 2013
Account Schedules in Microsoft Dynamics NAV 2009
Classic
Upgrade Your Development Skills for Microsoft
Dynamics NAV 2013 - Debugging and Testing
Upgrade Your Development Skills for Microsoft
Dynamics NAV 2013 - Navigation, Pages, Role Centers
Managing Fixed Asset in RTC
Inventory Reconciliation in RTC
Manufacturing I in Microsoft Dynamics NAV
2013
Manufacturing II in Microsoft Dynamics
NAV 2013
Microsoft Office Excel for Beginners
Microsoft Office Excel for Experts –
Pivot Tables & More
Visit http://navugsummit.com/ pre-conference-training and register today!
topicon
...with NAVUG Members
We asked NAVUG™ Members to share what Microsoft Dynamics NAV add-ons they use to round out their system.
Angie Gibson SOL REPUBLIC
When we, SOL REPUBLIC, implemented Microsoft Dynamics
NAV in January 2012, we were very concerned about add-ons or
customizations. We wanted to know what Microsoft Dynamics
NAV could do natively first. We are a start-up and Microsoft
Dynamics NAV 2009 R2 is our first system, so we tried to force
our teams to fit the processes within Microsoft Dynamics NAV.
Since then we have implemented four add-ons and are looking
for a solution for Magento (eCommerce) integration. The first
add-on we implemented is still my favorite. It is Vertical Leap
(VL), which is a tool we use to import Excel files into journals.
Before implementing VL, it was difficult for me to do my month-
end accruals for revenue reserves across product and customer
dimensions. Now I just run Jet Reports (another add-on we
implemented), perform some estimations and calculations, and
import the journal into the general journal entry. Among other
things, we use it to import PayPal and customer credit card
payments into the payment journal, inventory consumption
entries from the warehouse into the item journal, and credit card
charges into the purchases journal. After adding VL in January
2013, we added Zetadocs for document distribution and capture,
but we are currently only using the capture for vendor invoices.
In June 2013 we added Jet Reports Essentials, which is our
finance team’s favorite add-on. We are currently in the process of
implementing Lanham EDI.
7
5
1
4
23
6
1
26 | NAVUG Magazine
Victor Diercksen TalkingRain Beverage Company
Lanham Associates’: E-Ship/E-Receive – With multiple remote
inventory warehouses, the simplified receiving and shipping
function of E-Ship and E-Receive has drastically reduced the
complexity and cost of training and support of warehouse
employees at TalkingRain.
Lanham Associates’ Advanced Forecasting and Procurement
– Manually forecasting and managing the production schedule
and raw material requirements of 90 finished goods items across
11 stocking locations across the U.S. would be nearly impossible.
AFP has drastically reduced headcount while increasing inventory
availability and sales.
ADNM: The Asset Guardian – Tracking and monitoring the
maintenance requirements as well as ensuring the availability of
spare parts for even a small manufacturing site can be difficult.
The Asset Guardian provides the asset work order and preventative
maintenance functionality found in standalone systems that are five
times more expensive, yet functions within Microsoft Dynamics
NAV. This eliminates the need for any external integration and
simplifies training.
Torrential Data: Datahaven Imaging – The scanning, OCR, and
image retention functionality of Datahaven is comparable to systems
costing significantly more, yet it allows you to see and even post
documents in Microsoft Dynamics NAV based upon data pulled
from an electronic document. The A/P group has eliminated all
paper documents and maintained a consistent headcount despite a
threefold increase in business activity at TalkingRain. This system
paid for itself in 18 months.
Sana Commerce: Sana Website – The Sana website was built
from scratch to integrate with Microsoft Dynamics NAV and
can be implemented with minimal effort in one to two months.
Previous to Sana, web orders were printed and manually entered
into Microsoft Dynamics NAV. Now orders load real-time into
Microsoft Dynamics NAV, and customers can see all of their prior
order history as well as creating new orders from a template or
from a historical order. The added value and reduced labor allowed
this project to have a calculated 14-month ROI.
Jason Chance Seventh Generation
Lanham Associates’ EDI – This solution helps us manage our
EDI communications with vendors, customers, warehouse, and
our e-commerce website. We maintain all of this internally, which
saves us tons of money.
Lanham Associates’ Advanced Forecasting and Procurement –
We use this to do all of our purchasing and planning. It has helped
us reduce inventory and manage procurement with much more
precision, and it allows us to focus on the items in our inventory
that are most important and need attention.
Kim Congleton Group O
Group O uses IDYN’s Object Manager (www.idyn.nl/products/
objectmanageradvanced.aspx) to assist in managing our
development and deployment of Microsoft Dynamics NAV code.
The tool allows us to check in and out objects to projects, provide
standardized documentation, and to deploy packages of objects to
our test or production systems. It also allows us to do comparisons
of objects across databases. One of my favorite features of the tool
is the “where used” functionality. The tool allows you to easily see
where a field is used across all objects. It saves a ton of time when
you are coding to be able to easily find all the objects that contain
a field.
Marc Allman AMS Controls
The only add-on we use every day is Lanham Associates’
E-Ship. We’d be lost without the ability to interface our Microsoft
Dynamics NAV installation with UPS. While the add-on isn’t
without its issues, its functionally is a beast that works day in and
day out.
Aydan Golaszewski Medifast
Smoothie – This is a relatively cheap forecasting add-on that is
used in the supply chain area to work in conjunction with Microsoft
Dynamics NAV forecasting. Smoothie helps look into past data to
provide suggested forecasting numbers that can be plugged into
a Microsoft Dynamics NAV forecasting table to be considered by
the MRP run.
Sean E. Falese Pacific Union Company
We are utilizing the ChargeLogic Connect product to pull sales
orders and secure credit card information from our e-commerce
application directly into Microsoft Dynamics NAV. This helps
protect our customers and our company by keeping sensitive
cardholder data encrypted and secure. This benefit alone has
removed a large liability from our operation. Coupled with the
ability to generate sales orders directly into Microsoft Dynamics
NAV without an additional tool, we have increased our productivity
during our sales offerings while at the same time removing
complexity from our data flow. Additionally, the support and
assistance from the ChargeLogic team have been great. They are
quick to respond to requests from our Partner and have assisted us
in fully leveraging the Connect API. Those three things – support,
simplicity, and security – make the ChargeLogic Connect product
extremely valuable to our organization.
Our ISV solution from WineDirect is a suite of customizations
specific for the wine industry. Most useful to us is the inclusion
and extension of the unit of measure to support familiar
units of measure (UOMs) such as bottle, case, and liter. These
customizations to ledger tables, items, and other core Microsoft
Dynamics NAV components allow us to see our sales and inventory
in meaningful reports without much custom report writing.
Finally we heavily utilize Jet Reports in both the essentials and
enterprise variations. Ninety-five percent of our reporting is
done through Jet and Excel. Jet provides us easy to manipulate,
reproduce, and familiar interfaces for creating all our operational
reporting. On the enterprise side, we are getting value from
customizing and configuring our OLAP cubes to generate insight
into financial performance, sales history, and trending, and finally
to generate easy-to-use and extend inventory reporting. NAVUG
2
3
4
5
6
7
Q2/Q3 2014 | 27
GREAT GAINS FOR LITTLE TO NO DOLLARSfeature
NAV
AVUG N
A
VUG N
AVUG N
UG N
AVUG N
AVUG
G N
AVUG N
AVUG N
AVUG
NAVU
G N
AVUG N
AVUG N
AVU
NAVU
G N
AVUG N
AVUG N
AVUG N
AV
UG N
AVUG N
AVUG N
AVUG N
AVUG N
A
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG
NAVU
G N
AVUG N
AVUG N
AVUG N
AVU
GNAVU
G N
AVUG N
AVUG N
AVUG N
AV
UG N
AVUG N
AVUG N
AVUG N
AVUG
VUG N
AVUG N
AVUG N
AVUG
N
AVUG N
AVUG N
AVUG N
NAVU
G N
AVUG N
AV
NAVU
G N
AV
GNAVU
UG
We reached out to a few Microsoft Dynamics NAV power Users to see which free (or almost
free) add-on products they recommend to fellow Users.
WHERE YOU USERS I RECOMMEND CAN FIND IT WHY I LIKE IT
www.mibuso.com
www.mibuso.com
www.mibuso.com
www.bullzip.com
www.mibuso.com
SMART Role Tree
Universal Text and
XML Imports
Application Test
Toolset
Print to PDF
XMLport Generator
Aleksandar
Totovic,
ERP consulting
director,
NPS d.o.o.
Matt Traxinger,
Microsoft MVP,
ArcherPoint
Alex Chow,
owner, AP
Commerce, Inc.
SMART Role Tree is an advanced tool for managing with security
roles in Microsoft Dynamics NAV. This tool allows you to create roles
and copy permissions between roles and companies for Classic
Client. Because default security tools in Microsoft Dynamics NAV
often require a lot of work for simple configuration, we need a
specific tool. This tool makes those actions simple for inexperienced
consultants and clients alike.
I’ve experienced many benefits in the implementation and support of
Microsoft Dynamics NAV with this tool, including a significant reduction
in the time needed for security role set up and maintenance.
It’s very common for Customers to come to us to import data for
them. This typically requires us to do custom development for them,
but there are tools out there that can help them do it themselves. In
fact, there are a number of them. It should always be done in a test
database first, but with a little help and guidance to understand where
to import the data, Customers can do this task all on their own.
This toolset is a fully automated regression test system that enables
you to run thousands of test scenarios in your system at the click of
a button. It comes out of the box with about 8,000 tests and it does
require additional development to add custom tests, but the peace
of mind you get with it is invaluable. Keep in mind that it is not a
replacement for actual, real-world testing; it’s just a starting point to
make sure nothing obvious is overlooked as well as an indicator to find
out if a new change is going to affect an older customization.
A variety of add-on tools, including a print to PDF tool that
allows you to print directly to PDF from any Windows application.
This tool helps us create XMLports for Web Services, and I
would say that this tool saved us countless hours figuring out the
format for XML documents.
28 | NAVUG Magazine
Congratulations to Grace Phelps of Mirus Bio LLC for winning the Q1 2014 Word Find. Your
prize is in the mail! 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 for NAV
Best Practices
Bout
CFMD
Day in the Life
Denmark
Food and Beverage
Free Products
Harbor Wholesale
Installing Add-ons
Multi-Sales Channel
NAVUG
NAVUG Collaborate Birthday
Raise Your Hand
Research
Rick Heerema
Roller Derby
Rounding Out
Specialty Foods
St. Louis
Stonewall Kitchen
Summit
Track Leaders
Upgrade Series
Y U P G R A S R E D A E L K C A R T B E S T P R A
A R S U L N E F I L E H T N I Y A D R O B R A H S
D L T P M U L T I S A L E S C H I F T L N R B N T
H N E G S E E D A E L K C A R T S R R D M O W S O
T H A R B O R W H O L E S A L E E E I S U L H N N
R N C A O H W R O B R A H S F I Y E B T L L O O E
I S A D C H A N N E L N P E Y N O P R L T E L D W
B P D E F O O D A G A T R C T S U R U O I R E D A
E E E S R E S E U B M I O I L T R O O U S D S A L
T C M E N R T V T E N M D T A A H D Y I A E A G L
A I Y R L N A R E S E M U C I L A U E S L R K N K
R A A I D N S I A R D U N A C L N C S R E B L I I
O L C E T C H C R A E S E R E I D T I O S Y L L T
B T A S U H E P R O D U C P P N R T A U C R A L C
A Y D L O A S D Y B R E D T S G S S R N H E W A H
L F E A G N I N A D D O N S F O R N A V A E E T E
L O E S N N A E L E S E R E S R D S R F N H N S N
O O M I I K R R A M N E D B D T R E I R N K O N E
C D Y T D R I C K H E E R E M A E D C E E C T I L
G S R L N A C O L L A B O R A T L A K E L I S W K
U R O U U M I K Y A D H T R I B L R H P N R D H C
V O U M O N T C H E N F O O D S O G E R L M R O A
A L N F R E E P R O D U C T S N R P E O F T S L R
N I N S T D A L L I N G A D D S O U R C E L N S T
D A Y I N T H E L I E G A R E V E B D N A D O O F
Q2/Q3 2014 | 29
NAVUG: What kinds of questions do you receive most from Users right now?Robert Miller (RM): Most of the questions I get
lately are around performance and hardware
requirements. The hardware requirements is a
tough question to answer because most Partners
and Customers want more specifics than I can
give, mainly because each Customer’s needs are
very specific to the way their business is run.
There are a couple of things to keep in mind
with hardware. RAM is your friend, and you
should avoid disk contention as much as possible.
The performance questions are generally easier
to deal with at first as most issues boil down to
missing or disabled SumIndexFields or missing
Microsoft Dynamics NAV keys. If these two items
don’t resolve the problem, then it becomes a much
more difficult question to answer.
NAVUG: Are there any “self-help” forums that you recommend to Users? RM: I point everyone to the Microsoft Dynamics
NAV team blog (http://blogs.msdn.com/b/
nav) as this is where many individuals from our
development, marketing, and support groups post
blogs about new features – both in the application
as well as platform – and support topics that have
arisen in hopes of avoiding them in the future.
NAVUG: This magazine issue’s theme is add-ons. What is your recommendation to Users
when they look to install an add-on to work with Microsoft Dynamics NAV? RM: The first step I would suggest is to make
sure that the add-on is Certified for Microsoft
Dynamics (CfMD). You can start your search at
www.microsoft.com/dynamics/en/za/partners-
certified.aspx as this site offers a list of all the
available add-ons and breaks down add-ons per
country, industry, and horizontals.
I would also suggest that if you are looking at
installing multiple add-ons, you check with your
Partner to see if their organization has experience
with them. This will minimize the installation
process as add-ons may require modifications to
common objects.
NAVUG: How about when they’re upgrading Microsoft Dynamics NAV and already have the add-ons installed?RM: When a User has made the decision to
upgrade, this is the best opportunity to review
what is currently being used in their solution and
compare it to what the latest version of Microsoft
Dynamics NAV has to offer. This will give the User
a unique opportunity to “clear out” modifications
and add-ons that are no longer being used or can
be replaced with base application functionality in
order to streamline their solution.
NAVUG: You have the opportunity to speak with many Users in your role. What do you like most about these interactions?
Robert Miller, escalation engineer
microsoft member showcase
NAV
AVUG N
A
VUG N
AVUG N
UG N
AVUG N
AVUG
G N
AVUG N
AVUG N
AVU
NAVU
G N
AVUG N
AVUG N
AVU
NAVU
G N
AVUG N
AVUG N
AVUG N
AV
UG N
AVUG N
AVUG N
AVUG N
AVUG N
A
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG
NAVU
G N
AVUG N
AVUG N
AVUG N
AVU
GNAVU
G N
AVUG N
AVUG N
AVUG N
AV
UG N
AVUG N
AVUG N
AVUG N
AVUG
VUG N
AVUG N
AVUG N
AVUG
N
AVUG N
AVUG N
AVUG N
NAVU
G N
AVUG N
AV
NAVU
G N
AV
GNAVU
UG
Robert Miller joined Microsoft when the company acquired Navision in 2002. His focus
over the years has been on supporting Users, from database and performance-related
issues to the past 11 years as an escalation engineer for North American-based Users.
NAVUG™ reached out to Robert to talk about a couple of troubleshooting ideas based
on his escalation experience as well as his tips for incorporating add-ons into your
Microsoft Dynamics NAV implementation.
30 | NAVUG Magazine
RM: I always enjoy getting a chance to meet our end Users, and I
find it very interesting to see how they are using Microsoft Dynamics
NAV on a daily basis.
Oftentimes they end up teaching me something because they use
a feature or process in a particular way that I never thought to try.
NAVUG: How are these interactions helpful in your role at Microsoft?RM: The time I spend with our end Users always helps me stay
focused on how we can make our products better and easier to use.
We do a lot of testing for new features and User interface changes,
but none of the feedback is quite as focused as from a User that has
been using the system for years.
The features or steps that they hold near and dear to their hearts
always amazes me.
NAVUG: Is there anything else you’d like to share?RM: I would just like to say thank you to all the Microsoft Dynamics
NAV Users. We have great Users, and it shows in their enthusiasm
every time I get to meet them in person. NAVUG
Q2/Q3 2014 | 31
Zetadocs for NAV is a ready-made, document management add-on designed specifically for Microsoft Dynamics® NAV. Zetadocs offers out-of-the box functionality and customizable options, allowing NAV users to build a true paperless solution that is designed around their particular business needs or budget. Eliminate time-consuming, costly and cumbersome paper-based processes with Zetadocs for NAV.
Why Zetadocs for NAV?> Saves time and costs by producing, sending, filing and automating document retrieval
> Improves customer service by helping finance, sales and customer service teams respond more quickly to inquiries by having everything on screen
> Reduces carbon footprints by cutting the amount of paper printed, stored and delivered
> Zero client-side software deployment options
> New cloud services for modern mobile working
Visit our website or contact us today to learn more about the Zetadocs suite. www.zetadocs.com | 770.772.7201
Zetadocs for NAVDelivering More Choice
Capture Deliver
Share
Approve
© Equisys Inc 2014. All trademarks acknowledged. All information accurate at time of publication.
Zetadocs now supports more deployment options – document archival to network folders and NAV Web client support
industry showcase
Food and Beverage
Unique to the Last Drop
Clever industry niches and variety make this group of NAVUG™ food and beverage
manufacturers unique to the last drop. Whether you’re looking for yummy wines
in the hills of South Dakota or natural dairy products in Oregon, they’re delivering
with quality in mind!
ORGANICGIRL FROM
Salinas, California
organicgirl® is committed to
growing the highest quality
produce with our planet
in mind. The company
continually searches for the
most progressive farming
practices to grow produce
and continues to challenge
the complete food supply
chain.
PRAIRIE BERRY
WINERY
Prairie Berry Winery,
located in the hills of South
Dakota, is brewing up
perfection time and time
again. Prairie Berry has
proven that good wine may
start with a chokecherry
bush along a canyon or
a wild plum shrub along
a country road. With its
signature semi-sweet Red
Ass Rhubarb and 3Rednecks
wines, Prairie Berry stays
true to its heritage while
drawing in tourists and loyal
locals year after year.
Danæg A/S Group is an egg
packing and production
company in Denmark that
develops, manufactures,
and sells pasteurized
liquid, cooked, and baked
egg products for the food
service, baking, and food
industry across the world.
BEVERAGE COMPANY
Preston, Washington
TalkingRain was founded
in 1987 in the Pacific
Northwest with a passion
for producing refreshing
beverages sourced locally.
Located east of Seattle, the
company’s water products
are produced directly from
its own artesian spring
originating in the Cascade
Mountains.
For more than a century,
Tillamook County Creamery
Association’s farmer-owners
have been committed to
providing families with
the most consistent, best
tasting, highest quality
dairy products made in the
most natural way possible.
Tillamook whips up amazing
blends of cheese, ice cream,
yogurt, sour cream, and
butter. Today, Tillamook
is the #1 natural cheddar
cheese brand in the West.
LLC
Atlanta, Georgia
Founded in 2005, Intervision
Foods has remained one
of the leading exporters of
frozen animal protein to
all major world markets.
For more than 30 years,
the Intervision team has
been supplying quality food
products to Russia, the Far
East, the Middle East, Africa,
Latin America, and the
Caribbean.
Stonewall Kitchen boasts
more than 6,000 wholesale
accounts nationwide,
thriving catalog and web
divisions, 11 retail company
stores along the East Coast,
and a staff growing into
the hundreds. Since 1991,
Stonewall Kitchen has
received 28 prestigious
awards from the National
Association of the Specialty
Food Trade and has been
awarded the coveted
Outstanding Product Line
Honors three times. The
company continues to
evolve, ensuring its role as
one of the country’s most
acclaimed specialty food
producers.
Q2/Q3 2014 | 33
feature
NAV
AVUG N
A
VUG N
AVUG N
UG N
AVUG N
AVUG
G N
AVUG N
AVUG N
AVUG
NAVU
G N
AVUG N
AVUG N
AVU
NAVU
G N
AVUG N
AVUG N
AVUG N
AV
UG N
AVUG N
AVUG N
AVUG N
AVUG N
A
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG
NAVU
G N
AVUG N
AVUG N
AVUG N
AVU
GNAVU
G N
AVUG N
AVUG N
AVUG N
AV
UG N
AVUG N
AVUG N
AVUG N
AVUG
VUG N
AVUG N
AVUG N
AVUG
N
AVUG N
AVUG N
AVUG N
NAVU
G N
AVUG N
AV
NAVU
G N
AV
GNAVU
UG
You’ve most likely heard about the Certified for Microsoft Dynamics (CfMD) program
from your Partner, seen it in event materials or add-on directories, or learned about
it when visiting with an ISV. You might be wondering what it really means and if it’s
a necessary thing as you look for add-on products for your Microsoft Dynamics
NAV implementation. That’s exactly why NAVUG™ reached out to Eva Dupont of
the Microsoft Dynamics NAV team: To gain certifiable information about the CfMD
program and your Microsoft Dynamics NAV implementation. Here’s her insight on a
number of CfMD-related topics:
CE
RT
IFIA
BLY
C
ER
TIF
IED
FO
R M
ICR
OS
OF
T D
YN
AM
ICS
Versus
CfMD
Not CfMD
From our perspective, a company should always
choose the solution that works better for their
needs. There are great Microsoft Dynamics NAV
solutions that are CfMD, and that means that the
solution is proven compatible with the relevant
version of Microsoft Dynamics NAV. Customers
know they will get software that works.
So in a certified versus non-certified scenario,
we would recommend the certified solution if it
supports the scenarios that the Customer wants.
But if the non-certified solution might work better
for this particular Customer, of course we would
support choosing that solution. We want Customers
to use what will suit their needs best.
Forever
CfMD
?
Historically, if a solution was CfMD on Microsoft
Dynamics NAV 2009, then it would be CfMD on
Microsoft Dynamics NAV 2009 SP1 and Microsoft
Dynamics NAV 2009 R2 and would have to reapply
for CfMD for Microsoft Dynamics NAV 2013.
With the new, more rapid release cycle for
Microsoft Dynamics NAV, this might have to
change. We’re still working that out.
+
CfMD
RSP
Our team introduced the Registered Solution
Program (RSP) as a companion to CfMD. RSP
includes an additional set of requirements from
the Microsoft Dynamics NAV core team and third-
party validation of the add-on product. It helps to
ensure that the add-on is compatible with specific
versions of Microsoft Dynamics NAV.
From our perspective,
a company should
always choose the
solution that works
better for their needs.
34 | NAVUG Magazine
Rate shopping— LTL, Truckload, Multi-mode
Carrier Tariff Management
Load Planning & Routing Optimization
Appointment Scheduling
Track & Trace—Load status
Web tendering and EDI communication
Alerts & Notifications
KPI’s & Custom Reporting
Dynamics TMS®
1611 Colonial Parkway
Inverness, IL 60067
P: 847-963-0007
F: 847-963-0079
www.nextgeneration.com
or
CfMD
Bust?
We find CfMD beneficial to ourselves
and to the quality of the add-on solutions,
and we want to encourage Partners to
upgrade to the newest version of Microsoft
Dynamics NAV, get the CfMD badge, and
then follow us across versions, because
then User upgrades become easier, more
tools are available, and ISVs can offer
better service to their Customers.
While we want to encourage ISV
solutions to be CfMD, for some smaller
add-ons, CfMD can be less relevant. Do
we aim for getting all Microsoft Dynamics
NAV solutions, large and small, onto the
CfMD track? No, we do not.
and
CfMD
You
We love feedback in general, and we
want more of it. We also want to make
Partners successful by providing successful
solutions to Customers, and we believe
that the CfMD program can help that.
If you have questions or comments
about the CfMD program, please reach
out to [email protected]. NAVUG
CERTIFIABLY CERTIFIED FOR MICROSOFT DYNAMICS
Q2/Q3 2014 | 35
Without these valuable players in the ISV market, Users wouldn’t have add-on solutions tailored to
their specific needs. These ISVs create amazing enhancements in Microsoft Dynamics NAV that
save Users time, improve accuracy, and much more.
The Microsoft
Dynamics NAV
Partner ecosystem
has years of
experience and
is always willing
to share their
knowledge to help
the community.
We’re proud to
recognize our
NAVUG™ Premium
ISV and Partner
Members here
as a small thank
you for all they do
throughout the year.
NAVUG Premium ISV
Partner Members
isv partner member showcase
NAV
AVUG N
A
VUG N
AVUG N
UG N
AVUG N
AVUG
G N
AVUG N
AVUG N
AVU
NAVU
G N
AVUG N
AVUG N
AVU
NAVU
G N
AVUG N
AVUG N
AVUG N
AV
UG N
AVUG N
AVUG N
AVUG N
AVUG N
A
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG
NAVU
G N
AVUG N
AVUG N
AVUG N
AVU
GNAVU
G N
AVUG N
AVUG N
AVUG N
AV
UG N
AVUG N
AVUG N
AVUG N
AVUG
VUG N
AVUG N
AVUG N
AVUG
N
AVUG N
AVUG N
AVUG N
NAVU
G N
AVUG N
AV
NAVU
G N
AV
GNAVU
UG
Adra Match
Altec
ChargeLogic
Cost Control Software, Inc.
Data Masons Software, LLC
Datahaven for Dynamics
DiCentral
Dynamic Manufacturing Solutions
DynamicsBIGuide.com
Dynamicweb North America, Inc.
Equisys
Esker
Fastpath, Inc.
ImageTag
Jet Reports
k-eCommerce
Lanham Associates
Malibu Commerce
Mergetool.com
Next Generation Logistics, Inc.
orderbase LP
ORTEMS
PrecisionPoint
Readsoft AB
SaaSplaza Inc.
Sikich LLP
Sologlobe
Solver, Inc.
TARGIT Business Intelligence
Tasklet Factory
Wolters Kluwer
VARs are with Users every step of the way, from finding out why Microsoft Dynamics NAV is the
solution for them to adding the right ISV add-on solutions that ultimately round out Users’ solutions.
These strategic advisors, path finders, and friends get Users to where they need to be.
NAVUG Premium VAR
Partner Members
ABC Computers Inc.
Adaptive Business Solutions
Advanced Business Systems
ArcherPoint LLC
Beck Consulting
Catapult ERP Services Inc
Deep River Technologies
Guide Point Media LLC
ICS Support
InterDyn BMI
Liberty Grove Software
Partner Power International
Roletailors
Serenic Corporation
Socius
Tribridge
Western Computer
36 | NAVUG Magazine
NAVUG Collaborate is Turning 1!That’s right – it’s been one year since we launched our online member community, and what a year it’s been! We’ve
been using our community to ask and answer each other’s questions, meet new Microsoft Dynamics NAV folks and
stay connected with old friends, offer insight via the blogs, share helpful Microsoft Dynamics NAV resources, and
access recorded NAVUG webinars. Here’s a look at how we’ve used NAVUG Collaborate in its first year…
1,241 16,181 Visits by
7,1835 32
1,885
‘Converting from 3.7 to
2013’
‘Sales Return Order
vs. Sales Credit
Memo?’
‘Barcodes and NAV’
Lewis Rosenberg
– Mars Fishcare
Steven Chinsky – Quidsi Inc.
Kerry Rosvold – Augsburg Fortress
Publishers
Kevin Fons – Saris Cycling
Group
Harry Ruiz – Microsoft
MVP
™
1,087163
15,405
“Aging” “NAV 2013”
2,674
163
Happy Birthday, NAVUG Collaborate
Q2/Q3 2014 | 37
5MINUTES
VOLUNTEERWho interests you on social media right now?
Cynthia Whitecotton on LinkedIn
On my desk right now:
A couple of BOMs, some Microsoft Dynamics NAV 2005
purchase advice reports, SharePoint 2010 Plain & Simple,
a slew of RMA requests to log and ship, equipment field
returns to process, and a Men of Integrity Devotional
Bible…plus assorted knickknacks to keep things
interesting.
My 3 goals for the rest of 2014:
1) Develop a robust and efficient field return and RMA
work-flow.
2) Be a key contributor to the EMF Microsoft Dynamics
NAV 2013 R2 implementation.
3) Learn SharePoint Office 2013 and publish the policy,
process, and procedure documentation required to
enhance the efficiency and effectiveness of my work
group.
What I do when I’m not at work:
Long road-bike rides, play guitar, sing, home maintenance
projects, be with my wife and Little Joe (our toy poodle),
read my Bible and various books (I tend to read three
or four at a time – except during football season; then
I scale back to one or two), check Christian broadcast
media – including Microsoft Dynamics NAV User Joyce
Meyer Ministries – and participate with my local church in
making a difference in my community.
The best advice I ever received:
Accept the invitation Jesus offers to be born again and
experience a life blessed beyond my imagination! (John 3:3,
John 10:10, Ephesians 3:16-20)
WITH NAVUG’S
Rick Heerema
EMF Broadcasting
logistics specialist
OF THE QUARTER
38 | NAVUG Magazine
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 40
Horizontal................Page 44
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
40 | 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.
Total Dynamics Solutions, LLC
http://www.totaldynamicssolutions.com 877-855-8860
NEW: CPG Toolkit for Your Entire Organization • NO User/Seat Licensing Costs• Item & Customer Profi tability• Multiple Scenario Analysis• Variance Reporting• Top-down/Bottom -up planning by skew, cust, category etc.
C ross Industry Solution
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.
AvidXchange, Inc.
http://www.avidxchange.com/landing/microsoftdynamics • 704-971-8154 Complete Accounts Payable Software Solution Streamline invoice capture, intelligently route approvals and automate payments all in 45 days or less... guaranteed.
Business Systems Integrators
http://www.BusinessSysInteg.com 866-871-2097 EDI BSI provides superior EDI solutions for AX & GP, both on-premise & SaaS.
Datahaven for Dynamics http://www.datahaven4dynamics.com 757-222-2000 Datahaven for Dynamics Datahaven is the only scanning, OCR, and workfl ow solution natively embed-ded—not simply integrated—throughout the Microsoft Dynamics user experience and available to non-Dynamics users
from Microsoft Outlook.
docSTAR http://www.docstar.com • 888-docSTAR 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 800-725-4408 WorkPlace eProcurement Solutions for Requisition, Purchasing & Invoice Automation. Options include PunchOut, Check Request, Budget Compliance, RFQ, Requisition, PO Generation, Receiving, Invoice Matching & Vendor Contract Compliance.
F inance/Banking
AssureSign LLC
http://www.assuresign.com • 407-670-0400 AssureSign Electronic Signature Software Integrated cloud or on-premise enterprise class Electronic Signatures.
AvidXchange, Inc.
http://www.avidxchange.com/landing/microsoftdynamics • 704-971-8154 Complete Accounts Payable Software Solution Streamline invoice capture, intelligently route approvals and automate payments all in 45 days or less... guaranteed.
Industry IN
DU
STR
Y
A pparel/Footwear
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.
A utomotive
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.
C hemicals
Horizons International
http://www.qualityessentialssuite.com 866-949-9504 ext. 811 Quality Essentials Suite Quality Mgt. System off ers decimal preci-sion, cert. of analysis, non-conformance, material holds, reporting, data export. Integrated to Dynamics, Horizons Manufacturing, also non-integrated application avail.
Vicinity Manufacturing
http://www.vicinitymanufacturing.com 770-421-2467 Vicinity Written for the process manufacturing industry Vicinity manages formulation, quality control, compliance, produc-tion, & planning for Food, Beverage, Chemical, Cosmetic, Personal Care, & Pharmaceutical manufacturers.
C onsumer 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
Q2/Q3 2014 | 41
F ood 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.
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.
Metafile Information Systems, Inc.
http://www.metaviewer.com • 507-286-9232 MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solu-tions by adding integrated scanning, OCR, eInvoicing, workfl ow, and AP/AR Automation.
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.
H ealthcare
Paramount Technologies
http://www.paramounttechnologies.com 800-725-4408 WorkPlace for Healthcare Drive down costs, control purchases and manage your materials. Supports single and multi-site facilities. Integrate Requisition through Invoice Automation and Inventory processes. Record items using barcode scanners.
Sierra Workforce Solutions
http://www.sierraws.com • 800-822-0973 Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data in-tegration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service.
H igh Tech and Electronics
Experlogix, Inc. http://www.experlogix.com 805-504-9729 ext. 712 Experlogix CPQ (Confi gure Price Quote) for Microsoft Dynamics CRM & ERPExperlogix CPQ solutions meet the demands of today’s competitive mar-ketplace by simplifying the process of selling customized products, accelerat-ing proposal development times and increasing quote-to-order ratios.
QBD Systems http://www.qbdsys.com • 800-743-9003 Universal PLM Integration Integration w/ PLM s/w incl. Agile, Arena, Aras, Solidworks EPDM & more.
I ndustrial Equipment
Experlogix, Inc. http://www.experlogix.com 805-504-9729 ext. 712 Experlogix CPQ (Confi gure Price Quote) for Microsoft Dynamics CRM & ERPExperlogix CPQ solutions meet the demands of today’s competitive mar-ketplace by simplifying the process of selling customized products, accelerat-ing proposal development times and increasing quote-to-order ratios.
I nsurance
AssureSign LLC
http://www.assuresign.com • 407-670-0400 AssureSign Electronic Signature Software Integrated cloud or on-premise enterprise class Electronic Signatures.
Corporate Renaissance Group
http://www.employee-performance.com 613-232-4295 emPerform Easy-to-use, web-based appraisal system that integrates employee reviews, goal management, succession planning, compensation management, 360° multi-rater feedback, unlimited web surveys and reporting.
M anufacturing
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 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 CPQ (Confi gure Price Quote) for Microsoft Dynamics CRM & ERPExperlogix CPQ solutions meet the demands of today’s competitive mar-ketplace by simplifying the process of selling customized products, accelerat-ing proposal development times and
increasing quote-to-order ratios.
HighJump TrueCommerce EDI
Solutions http://www.highjump.com/truecommerce 888-205-1531 ext. 1 HighJump TrueCommerce EDI Solutions HighJump TrueCommerce EDI makes EDI painless with an end-to-end solution that is easy to use, robust, and aff ord-able. TrueCommerce EDI is a Microsoft Gold Certifi ed Partner and certifi ed for Microsoft Dynamics GP.
IND
USTR
Y
KEY: Axapta Great Plains Navision Solomon Customer Relationship Management Retail Management System Point of Sale
42 | NAVUG Magazine
Lanham Associates® http://www.lanhamassoc.com 678-379-4200 ext. 105 AFP (Advanced Forecasting and Procurement) for Manufacturing Enables just-in-time production pur-chasing via comparing component time-phased demand to dynamic vendor lead-time. Works with Inventory items as components or fi nished goods. Gain visibility & control.
Liaison Software Corp
http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger EDD Batch email, fax, print, archive Invoices, Statements, Sales Orders, Purchase Orders to customers, vendors, sales. Attach supporting documentation. Use existing reports (GP report writer, SSRS, Crystal).
Metafile Information Systems, Inc.
http://www.metaviewer.com • 507-286-9232 MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solu-tions by adding integrated scanning, OCR, eInvoicing, workfl ow, and AP/AR Automation.
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.
N on-Profit Organizations
Paramount Technologies
http://www.paramounttechnologies.com 800-725-4408 WorkPlace for Non-Profi ts Requisition & Expense with GL Distribution, Encumbrance & Audit Trails.
Sierra Workforce Solutions
http://www.sierraws.com • 800-822-0973 Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data in-tegration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service.
P harmaceuticals
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.
P roperty Management
360 Visibility Inc. http://www.360PM.ca • 905-907-3600 360 Property Manager Written using Microsoft Dynamics NAV, 360 Property Manager© is an end-to-end software that helps you manage your entire real estate life cycle.
AvidXchange, Inc.
http://www.avidxchange.com/landing/microsoftdynamics • 704-971-8154 Complete Accounts Payable Software Solution Streamline invoice capture, intelligently route approvals and automate payments all in 45 days or less... guaranteed.
R entals
Open Door Technology http://www.opendoorrentalsoftware.com 877-777-7764 ext. 102 Open Door Rental Software (formerly Rental Management) Dynamics NAV solution for equipment rental. Resellers welcome. On premises and cloud options available. Preventative maintenance and mobility.
R etail
Avalara, Inc.
http://www.info.avalara.com/TheList 877-780-4848 Avalara for Sales Tax Automation Automate and eliminate the complex-ity of sales tax management with Avalara. A cloud-based sales and use tax calculation, exemption certifi cate management, fi ling and remittance solution for Microsoft Dynamics.
Dynamics Anywhere http://www.dynamicsanywhere.com +31 78 68 11 234
NEW: AX Anywhere and NAV Anywhere Access Dynamics AX and NAV anywhere, anytime from any mobile device.
Metafile Information Systems, Inc.
http://www.metaviewer.com • 507-286-9232 MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solu-tions by adding integrated scanning, OCR, eInvoicing, workfl ow, and AP/AR Automation.
Total Dynamics Solutions, LLC
http://www.totaldynamicssolutions.com 877-855-8860
NEW: Retail Toolkit for Your Entire Organization • NO User/Seat Licensing Costs• Integrated Store/Merch Planning• Ticket/item/employee detail• Corporate & Store level P&Ls• Inventory analytics/optimization • Product life-cycle management
S oftware
Corporate Services
http://www.corpservice.com • 800-293-6822 TrakQuip and RTMS Software Solutions Whether you own, rent, or utilize equip-ment, TrakQuip & RTMS make it easy to track & manage your assets, automate routine business operations, & produce excellent fi nancial information to ac-curately run your business.
W arehouse Management
Accellos, Inc. http://www.accellos.com • 719-433-7000 Accellos One Warehouse Fully-integrated warehouse manage-ment & data-collection for MS Dynamics.
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.
Dynamics Anywhere http://www.dynamicsanywhere.com +31 78 68 11 234
NEW: AX Anywhere and NAV Anywhere Access Dynamics AX and NAV anywhere, anytime from any mobile device.
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 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.
IND
UST
RY
KEY: Axapta Great Plains Navision Solomon Customer Relationship Management Retail Management System Point of Sale
Q2/Q3 2014 | 43
W holesale 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.
W holesale Trade: Non-durable Goods
Lanham Associates® http://www.lanhamassoc.com 678-379-4200 ext. 105 Supply Chain Solutions High quality Supply Chain solutions built inside NAV: Shipping, Forecasting/Replenishment, WMS & EDI Compliance. More than 2000 companies live.
“Data Masons fi nds The List as a “must have” for Microsoft Dynamics Customers.
If you are looking for an ISV solution to round out your Microsoft Dynamics ERP
investment, there is only one all-inclusive source for this to date; The List.”
Dennis BruceData Masons Software
Have The List help you like it helps Data Masons Software:
IND
USTR
Y
KEY: Axapta Great Plains Navision Solomon Customer Relationship Management Retail Management System Point of Sale
44 | NAVUG Magazine
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.
B udgeting
deFacto Global, Inc.
http://www.deFactoGlobal.com 203-894-1789 ext. 221 deFacto Performance Management Premier “All-in-One” Dynamics Financial & Operational Budgeting, Forecasting, Consolidation, Analysis and Reporting, Excel/Web-based. Powerful, Aff ordable.
Dynamic Budgets http://www.dynamicbudgets.com 650-332-6650 Dynamic Budgets Budgeting/forecasting that can be implemented in < 2 hours. We’ve just added budgeting for Analytical Accounting! Features: Export to GP, Payroll, Fixed & Variable Allocations, Multi-company, Sub ledger lookups...
Total Dynamics Solutions, LLC
http://www.totaldynamicssolutions.com 877-855-8860
NEW: Budgeting & Planning ToolKit for Your Entire Organization • NO User/Seat Licensing Costs• Financial & Sales Planning• Procurement Planning• Trade Management• Secure input, consolidation, and Versioning; top-down/bottom-up
B usiness Intelligence
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.
Sunrise Technologies
http://www.sunriseconsult.com 336-722-6741
NEW: Sunrise BI Put data to work anytime, on any device, anywhere; enabling companies to make decisions and take action–empower-ing users beyond BI. Provides mobile, analytics, and extension/completion of transactional systems.
Total Dynamics Solutions, LLC
http://www.totaldynamicssolutions.com 877-855-8860
NEW: Business Intelligence Plus Toolkit for Your Entire Organization • NO User/Seat Licensing Costs• Dynamic Cubes (GL/Profi t/&More)• Web-based Reporting• Dashboards• Admin Tools: Security/ Scenarios/Hierarchy/ & More
ZAP http://www.zapbi.com • 415-889-5740
NEW: ZAP Business Intelligence ZAP provides 'Buy, Not Build' busi-ness intelligence for companies using Microsoft Dynamics AX, CRM and NAV. With 1000+ pre-packaged analytics, our BI deployments are rapid and deliver immediate business outcomes.
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 eclipse Smart AP Automation Solution Auto route & approve invoices with Intelligent Data Capture recognition.
Metafile Information Systems, Inc.
http://www.metaviewer.com • 507-286-9232 MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solu-tions by adding integrated scanning, OCR, eInvoicing, workfl ow, and AP/AR Automation.
ReadSoft http://www.readsoft.com • 504-841-0100 ReadSoft Online for Accounts Payable Automation Automate your invoice processing by eliminating data entry, manual approvals & fi ling with capture & workfl ow tools integrated with Microsoft Dynamics. Based on 20+ years of experience & 8500 customers worldwide.
C heck Printing
Liaison Software Corp
http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger DD Batch email password protected Direct Deposit Statements to Employees.
MHC Software, Inc.
http://www.mhcsoftwareinc.com 952-882-3341 Document Express Accounts Payable & Payroll MICR Check Printing MICR checks print to blank stock from standard Dynamics output. Ideal for unique customizations- print virtu-ally any data available in Dynamics on checks. Digitized signatures, positive pay, secure remote printing.
C ommissions
Sikich http://www.Sikich.com • 630-566-8400 NAV Commission Management System Simplify commissions with commission management software for Dyn NAV.
C ompliance
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.
C redit Card/Check Processing
Ariett Business Solutions, Inc.
http://www.ariett.com • 781-826-1120 Ariett Travel & Expense Reporting Complete Expense Reporting with Policy Management, Business Units, Currency, Corporate & Personal Credit Card Integration, Mobile Apps, Receipt Processing through Ariett Box4Dox Service.
ChargeLogic http://www.chargelogic.com • 877-292-2520 ChargeLogic Payments Leading PCI validated credit card & payment processing solution for NAV.
C ustomer Relationship Management
eBridge Connections
http://www.ebridgeconnections.com 800-755-6921 eBridge for CRM Cloud solution for seamless integration of customer & opportunity data.
Experlogix, Inc. http://www.experlogix.com 805-504-9729 ext. 712 Experlogix CPQ (Confi gure Price Quote) for Microsoft Dynamics CRM & ERPExperlogix CPQ solutions meet the demands of today’s competitive mar-ketplace by simplifying the process of selling customized products, accelerat-ing proposal development times and increasing quote-to-order ratios.
HO
RIZ
ON
TAL
Horizontal
KEY: Axapta Great Plains Navision Solomon Customer Relationship Management Retail Management System Point of Sale
Q2/Q3 2014 | 45
D ata Integration
eBridge Connections
http://www.ebridgeconnections.com 800-755-6921 eBridge Integration Solution The leading cloud integration platform for EDI, eCommerce & CRM systems.
D ata Management
Accellos, Inc. http://www.accellos.com • 719-433-7000 Accellos One Warehouse Fully-integrated warehouse manage-ment & data-collection for MS Dynamics.
D istribution
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 Cloud Document Management & Automation Service New breakthrough Windows Azure Cloud Service that automatically processes your documents & transactions - AP Invoices, contracts, expense receipts etc with zero employee involvement.
Ariett Business Solutions, Inc.
http://www.ariett.com/ • 781-826-1120 Ariett AP Invoice Automation & Document Manager AP Invoice Automation, Document Manager, Intercompany Processing, 1099, Cloud Box4Dox AP Invoice Automation Service, WennSoft, Olympic Project, MEM.
Datahaven for Dynamics http://www.datahaven4dynamics.com 757-222-2000 Datahaven for Dynamics Datahaven is the only scanning, OCR, and workfl ow solution natively embed-ded—not simply integrated—throughout the Microsoft Dynamics user experience and available to non-Dynamics users from Microsoft Outlook.
docSTAR http://www.docstar.com • 888-docSTAR eclipse Smart AP Automation Solution Auto route & approve invoices with Intelligent Data Capture recognition.
Esker Inc http://www.esker.com • 800-368-5283 Document Process Automation Addressing processes like accounts payable, accounts receivable, and sales order processing, Esker solutions enable companies to automate the reception, processing and sending of documents with one platform.
Liaison Software Corp
http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger EDD Batch email, fax, print, archive Invoices, Statements, Sales Orders, Purchase Orders to customers, vendors, sales. Attach supporting documentation. Use existing reports (GP report writer, SSRS, Crystal).
MaxxVault LLC http://www.maxxvault.com/MaxxDynamics.html • 516-880-6800 MaxxVault MaxxDynamics, from MaxxVault LLC, provides a direct link between Microsoft Dynamics GP, AX, SL and NAV ERP systems and the MaxxVault document management repository. Integrated document management and workfl ow.
Metafile Information Systems, Inc.
http://www.metaviewer.com • 507-286-9232 MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solu-tions by adding integrated scanning, OCR, eInvoicing, workfl ow, and AP/AR Automation.
MHC Software, Inc.
http://www.mhcsoftwareinc.com 952-882-3341 MHC Image Express Electronically archive vendor invoices,HRdocs, POs & more. Automated document entry. Retrieve documents from Dynamics screens or web browser. Retrieve related documents with a single click. Workfl ow & Report imaging.
E -commerce
Avalara, Inc.
http://www.info.avalara.com/TheList 877-780-4848 Avalara for Sales Tax Automation Automate and eliminate the complex-ity of sales tax management with Avalara. A cloud-based sales and use tax calculation, exemption certifi cate management, fi ling and remittance solution for Microsoft Dynamics.
ChargeLogic http://www.chargelogic.com • 877-292-2520 ChargeLogic Connect Easy ecommerce integration w/ NAV. PCI-compliant cloud payment solution.
eBridge Connections
http://www.ebridgeconnections.com 800-755-6921 eBridge for eCommerce Cloud integration with 20+ eCommerce platforms eg. Magento, Amazon, 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.
E DI
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.
HO
RIZO
NTA
L
KEY: Axapta Great Plains Navision Solomon Customer Relationship Management Retail Management System Point of Sale
46 | 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.
eBridge Connections
http://www.ebridgeconnections.com 800-755-6921 eBridge for EDI Cloud EDI solution, no transaction fees, 1000+ trading partners.
HighJump TrueCommerce EDI
Solutions http://www.highjump.com/truecommerce • 888-205-1531 ext. 1 HighJump TrueCommerce EDI Solutions HighJump TrueCommerce EDI makes EDI painless with an end-to-end 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.
E lectronic 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).
E lectronic Signatures
AssureSign LLC
http://www.assuresign.com • 407-670-0400 AssureSign Electronic Signature Software Integrated cloud or on-premise enterprise class Electronic Signatures.
E xpense Solutions
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.
Gorilla Expense http://www.gorillaexpense.com 877-973-6737
NEW: Gorilla Expense The Gorilla Expense T&E solution includes mobile apps, corp. & personal credit card integration, project accounting related expenses, multi-currency, VAT/GST features, policy setup & integration
Paramount Technologies
http://www.paramounttechnologies.com 800-725-4408 WorkPlace Expense Web-based Travel Request and Expense entry. Mobile expense and receipt capture with integration to AP and Projects.
F ield Service Management
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.
G eneral Ledger
Sikich http://www.ExcelIntegrator.com • 260-485-0665 Infinia Integrator GL Allow users to Copy-Paste-Import journal entries from Excel to Dynamics.
H R Management
Corporate Renaissance
Group http://www.employee-performance.com 613-232-4295 emPerform Easy-to-use, web-based appraisal system that integrates employee reviews, goal management, succession planning, compensation management, 360° multi-rater feedback, unlimited web surveys and reporting.
I nventory 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.
HO
RIZ
ON
TAL
KEY: Axapta Great Plains Navision Solomon Customer Relationship Management Retail Management System Point of Sale
Q2/Q3 2014 | 47
I nvoicing Enhancement
AvidXchange, Inc.
http://www.avidxchange.com/landing/microsoftdynamics • 704-971-8154 Complete Accounts Payable Software Solution Streamline invoice capture, intelligently route approvals and automate payments all in 45 days or less... guaranteed.
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.
J ob 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.
M anufacturing 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.
M obility
ChargeLogic https://www.chargelogic.com/anywhere 877-292-2520 ChargeLogic Anywhere Mobile credit card processing that transfers orders & payments into NAV.
P ayables 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.
AvidXchange, Inc.
http://www.avidxchange.com/landing/microsoftdynamics • 704-971-8154 Complete Accounts Payable Software Solution Streamline invoice capture, intelligently route approvals and automate payments all in 45 days or less... guaranteed.
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.
Paramount Technologies
http://www.paramounttechnologies.com/Solution_InvoiceAutomation.aspx 800-725-4408
NEW: WorkPlace AP Invoice Automation Enforce spend management and ap-provals for PO and non-PO Invoices.
ReQlogic http://www.reqlogic.com • 734-302-2316 ReQlogic ReQlogic is a browser-based employee productivity suite providing solutions for eProcurement, requisitions, vendor invoices, time & expense, and advanced workfl ow.
P ayroll 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.
P ortals
DynamicPoint http://www.dynamicpoint.com • 562-726-4396 Employee, Vendor & Customer Portals Integrated with Microsoft Dynamics Extend crucial Microsoft Dynamics data with custom SharePoint Portals.
Experlogix, Inc. http://www.experlogix.com 805-504-9729 ext. 712 Experlogix CPQ (Confi gure Price Quote) for Microsoft Dynamics CRM & ERPExperlogix CPQ solutions meet the demands of today’s competitive mar-ketplace by simplifying the process of selling customized products, accelerat-ing proposal development times and increasing quote-to-order ratios.
P rocurement Management
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.
HO
RIZO
NTA
L
KEY: Axapta Great Plains Navision Solomon Customer Relationship Management Retail Management System Point of Sale
48 | NAVUG Magazine
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 800-725-4408 WorkPlace eProcurement Solutions for Requisition, Purchasing & Invoice Automation. Options include PunchOut, Check Request, Budget Compliance, RFQ, Requisition, PO Generation, Receiving, Invoice Matching & Vendor Contract Compliance.
ReQlogic http://www.reqlogic.com • 734-302-2316 ReQlogic ReQlogic is a browser-based employee productivity suite providing solutions for eProcurement, requisitions, vendor invoices, time & expense, and advanced workfl ow.
P roduct Lifecycle Management
QBD Systems http://www.qbdsys.com • 800-743-9003 Universal PLM Integration Integration w/ PLM s/w incl. Agile, Arena, Aras, Solidworks EPDM & more.
P roject Accounting
Gorilla Expense http://www.gorillaexpense.com • 877-973-6737
NEW: Gorilla Expense The Gorilla Expense T&E solution includes mobile apps, corp. & personal credit card integration, project accounting related expenses, multi-currency, VAT/GST features, policy setup & integration to GP, NAV, SL & AX.
P urchase 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 800-725-4408 WorkPlace Requisition and Purchasing Includes PunchOut, Check Request, Budget Compliance, RFQ, Requisition, PO Generation, Receiving, Invoice Matching & Vendor Contract Compliance.
Q uality Control
Horizons International
http://www.qualityessentialssuite.com 866-949-9504 ext. 811 Quality Essentials Suite Quality Mgt. System off ers decimal preci-sion, cert. of analysis, non-conformance, material holds, reporting, data export. Integrated to Dynamics, Horizons Manufacturing, also non-integrated application avail.
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.
R eporting
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.
S ales Order Processing Enhancement
Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workfl ow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.
Experlogix, Inc. http://www.experlogix.com 805-504-9729 ext. 712 Experlogix CPQ (Confi gure Price Quote) for Microsoft Dynamics CRM & ERPExperlogix CPQ solutions meet the demands of today’s competitive mar-ketplace by simplifying the process of selling customized products, accelerat-ing proposal development times and increasing quote-to-order ratios.
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).
S ecurity
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.
S hipping/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 Ship from sales order through manifest. Pkg carriers/labeling available.
S upply Chain Management
Accellos, Inc. http://www.accellos.com • 719-433-7000 Accellos One Warehouse Fully-integrated warehouse manage-ment & data-collection for MS Dynamics.
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.
HO
RIZ
ON
TAL
KEY: Axapta Great Plains Navision Solomon Customer Relationship Management Retail Management System Point of Sale
Q2/Q3 2014 | 49
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.
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.
Sy stem Enhancement
DynamicsDownloads
http://www.DynamicsDownloads.com 419-581-2300 DynamicsDownloads Looking for a Dynamics Add-On Solution? Search, Buy and Sell here!
T ax
Avalara, Inc.
http://www.info.avalara.com/TheList 877-780-4848 Avalara for Sales Tax Automation Automate and eliminate the complex-ity of sales tax management with Avalara. A cloud-based sales and use tax calculation, exemption certifi cate management, fi ling and remittance solution for Microsoft Dynamics.
T ime 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.
T rade Promotion Management
Flintfox International Limited
http://www.fl intfox.com • 404-245-5116 TPM for Dynamics Suite Integrating Trade Promotion Management processes into Dynamics. Sell-side and Buy-side, advanced pricing, planning and execution of deals, promotions, rebates and fees, plus settlement (deductions, claims, payments).
T ravel Expense Management
Gorilla Expense http://www.gorillaexpense.com 877-973-6737
NEW: Gorilla Expense The Gorilla Expense T&E solution includes mobile apps, corp. & personal credit card integration, project accounting related expenses, multi-currency, VAT/GST features, policy setup & integration to GP, NAV, SL & AX.
W orkflow / 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.
AvidXchange, Inc.
http://www.avidxchange.com/landing/microsoftdynamics • 704-971-8154 Complete Accounts Payable Software Solution Streamline invoice capture, intelligently route approvals and automate payments all in 45 days or less... guaranteed.
Datahaven for Dynamics http://www.datahaven4dynamics.com 757-222-2000 Datahaven for Dynamics Datahaven is the only scanning, OCR, and workfl ow solution natively embed-ded—not simply integrated—throughout the Microsoft Dynamics user experience and available to non-Dynamics users from Microsoft Outlook.
docSTAR http://www.docstar.com • 888-docSTAR eclipse Smart AP Automation Solution Auto route & approve invoices with Intelligent Data Capture recognition.
DynamicPoint http://www.dynamicpoint.com • 562-726-4396 SharePoint Workfl ow Solutions that Integrate with Microsoft Dynamics Custom SharePoint workfl ows integrated with Dynamics GP, NAV and CRM.
Esker Inc http://www.esker.com • 800-368-5283 Document Process Automation Addressing processes like accounts payable, accounts receivable, and sales order processing, Esker solutions enable companies to automate the reception, processing and sending of documents with one platform.
Integrity Data
http://www.u-linc.com 217-732-3737 ext. 0203 U-LINC®, Powered By Integrity Data Workfl ow and notifi cations anytime, anywhere in Microsoft Dynamics. Works seamlessly within and across your existing system, is fl exible and easy to use, improving organizational performance.
MaxxVault LLC http://www.maxxvault.com/MaxxDynamics.html • 516-880-6800 MaxxVault MaxxDynamics, from MaxxVault LLC, provides a direct link between Microsoft Dynamics GP, AX, SL and NAV ERP systems and the MaxxVault document management repository. Integrated document management and workfl ow.
Metafile Information Systems, Inc.
http://www.metaviewer.com • 507-286-9232 MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solu-tions by adding integrated scanning, OCR, eInvoicing, workfl ow, and AP/AR Automation.
MHC Software, Inc.
http://www.mhcsoftwareinc.com 952-882-3341 MHC Workfl ow Easily route documents needing ap-proval- invoices, HR docs, etc. electroni-cally. Ensures they are not lost, stalled or misplaced.
HO
RIZO
NTA
L
KEY: Axapta Great Plains Navision Solomon Customer Relationship Management Retail Management System Point of Sale
50 | NAVUG Magazine
SER
VIC
ES
A pplication Service Provider/Hosting
Accellos, Inc. http://www.accellos.com • 719-433-7000 Accellos One Warehouse Fully-integrated warehouse manage-ment & data-collection for MS Dynamics.
Myappsanywhere
http://www.myappsanywhere.com 888-636-HOST Premier Cloud Computing Provider Myappsanywhere provides a complete go-to-market integrated cloud solution delivering 99.999% uptime, customiza-tions, no minimums and secure storage in its privately-owned SSAE 16 Type 2 data center facilities.
MG Technology Group
http://www.mgtechgroup.com/about-us/partner-program/ • 866-350-9310
NEW: Dedicated Dynamics ERP Hosting Services - 99.999% SLA, SSAE16 11+ years experience, you own the customer relationship, 100% US support.
RoseASP http://www.roseasp.com • 858-794-9403 RoseASP RoseASP has been hosting Microsoft Dynamics and ISV solutions since 2000. Subscription pricing available on dedicated or shared infrastructure with regular backups. 21 CFR Part 11 Compliant. Guaranteed 99.5% uptime.
WatServ http://www.watserv.com 866-531-2598 ext. 2311 Hosting and Cloud Computing for Microsoft Dynamics ERP and CRM WatServ is one of North America's largest, most experienced providers of Cloud Computing services for Dynamics AX, Nav, GP, SL & CRM.
Business Portal Development
DynamicPoint http://www.dynamicpoint.com • 562-726-4396 Dynamics Business Portal Enhanced with SharePoint Customizations Extend the out-of-box Dynamics Portal with SharePoint Customizations.
C loud Computing
Accellos, Inc. http://www.accellos.com • 719-433-7000 Accellos One Warehouse Fully-integrated warehouse manage-ment & data-collection for MS Dynamics.
Data Resolution, LLC
http://www.dataresolution.net • 877-878-9108 ERP Clouds Data Resolution is dedicated to delivering private ERP cloud services branded as the partners brand. We keep all of our cloud customers optimized & working 24 hours a day, worldwide for the last
11 years.
GoIWx, Inc. http://www.goiwx.com • 952-258-6329 Cloud Hosting Services for Dynamics ERP and CRM Simplify your business in the Cloud. 30 day free trials available.
MaxxVault LLC http://www.maxxvault.com/MaxxDynamics.html • 516-880-6800 MaxxVault MaxxDynamics, from MaxxVault LLC, provides a direct link between Microsoft Dynamics GP, AX, SL and NAV ERP systems and the MaxxVault document management repository. Integrated document management and workfl ow.
Reviora http://www.reviora.com • 813-344-1600 Cloud ERP hosting Cloud hosting for Dynamics ERP/CRM. Enterprise-class delivery.
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.
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.
I mplementation 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.
M anaged 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.
M arketing Planning & Services
Looking Glass Marketing
http://www.lookingglassmarketing.com 614-453-5927 Cost-eff ective Marketing Solutions for Microsoft Dynamics Partners Award-winning outsourced marketing services including lead generation, nurture marketing, email marketing, web design/SEO, content development.
The Partner Marketing Group
http://www.thepartnermarketinggroup.com 605-574-9432 Microsoft Approved Vendor for Dynamics Marketing Consulting From strategic marketing plan develop-ment to the critical daily execution, this Microsoft experienced team can help fi ll your sales pipeline.
M ember 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.
O nDemand Trials
RoseASP http://www.goERPcloud.com • 855-ERP-CLOUD ERP Cloud Trials Test drive preconfi gured Microsoft Dynamics industry specifi c demo envi-ronments with integrated ISV solutions built for the web. goERPcloud trials help users understand the power of Dynamics and the cloud.
S ales Tax Management Service
Avalara, Inc.
http://www.info.avalara.com/TheList 877-780-4848 Avalara for Sales Tax Automation Automate and eliminate the complex-ity of sales tax management with Avalara. A cloud-based sales and use tax calculation, exemption certifi cate management, fi ling and remittance solution for Microsoft Dynamics.
S harePoint 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.
Services
KEY: Axapta Great Plains Navision Solomon Customer Relationship Management Retail Management System Point of Sale
Q2/Q3 2014 | 51
S ocial Media
The Partner Marketing Group
http://www.thepartnermarketinggroup.com 732-237-8795 Butterfl y Publisher Join Dynamics partners on Butterfl y, a publishing & lead capture platform that makes your social, blog & newsletter marketing more eff ective!
T raining
Accolade Publications, Inc.
http://www.accoladepublications.com 321-206-4690 Training Manuals User and Training Manuals for MS Dynamics GP, AX, SL, NAV, and CRM. Professionally Written--User Readable from Your Dynamics Education Experts.
W riting/Documentation Services
The Partner Marketing Group
http://www.thepartnermarketinggroup.com 605-574-9432 Blogs, Case Studies, Infographics, Websites Use 'content marketing' to build your brand and drive prospects into your sales pipeline.
“The List on my mobile phone is so convenient! Last year at Convergence, one of our
customers was in search of a BI solution specifi c to Microsoft Dynamics GP and I was
able to quickly pull up several ISVs for them to further investigate from The List on
my mobile phone. 3 clicks and less than a minute, and they were off with a plan.”
Tiff any AllenDynamicPoint
Have The List help you like it helped Tiff any with DynamicPoint:
SERV
ICES
Paperless. Redefined.
Datahaven4.com +1.757.222.2000
Datahaven gives each user instant visibility into exactly the documents and emails they need to do their job—without impacting Dynamics’ performance.
Embedded scanning, OCR, and workflow for
Microsoft Outlook, Microsoft Dynamics, and your mobile devices
“Victor Dierckson, IT Manager
Talking Rain Beverage Co.
