Winter 2014 TPC Magazine

Death to Bad

MEETINGS:

WINTER 2014www.thepartnerchannel.com

PRACTICAL STRATEGIES TO HELP YOU TAKE BACK YOUR DAY

Celebrating Our

10TH YEARin Publication!

PartnerMEETINGS:THE GOOD, THE BAD, AND THE UGLY

When LEADERS FAIL to LEAD

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Proud To Be A Visionary Sponsor

The Partner Connections Event 2013

contents

A publication dedicated to building a community for Partners

IN EVERY ISSUE

9Contributors

Full of Meaningful

Meeting Advice

11On the Homefront

Bring Out Your Bad

12News

Updates All Around

13Events

Fill Your Calendar

44Members Only CornerBalance Point Technologies

46Advertiser Index

Find the Solutions You Need:

Part 1

47The List

Find the Solutions You Need:

Part 2

® Magazine

FEATURES

19Word-A-Ganza

24Recapping The Partner

Connections Event

36ISV Profile

PaperSave

38TPC Caption Contest

45Logo Contest

73The Magazine in a Nutshell

THEPARTNERCHANNEL.COM | WINTER 2014 5

DEPARTMENTSLeadership

14When Leaders Fail to Lead

28You Only Get Three

Meetings This Week

40Is the Best Meeting a

Cancelled Meeting?

Sales

16The Bagel Call

32Meetings: the Good, the Bad,

and the Ugly

Marketing

20Marketing to the Rescue

34Inspired Marketing

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Financial Planning & Analysis

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[email protected]

Expand your possibilities!Contact us to schedule a demo or visit our website to learn more about our solutions for Dynamics.

www.crgroup.com

The Partner Channel® MagazineWinter 2014

PublisherTPC Publishing

Editor-in-ChiefJenny Davis

Copy EditorKate Mund

WritersBethany Foyt

Jasmine McNellis

Jenny Davis

Contributing WritersAdrianne Machina

Barbara Pfeiffer

Bonnie Robertson

Pam McGee

Peter Joeckel

Tracy Faleide

Art DirectorShawn Olson

Contributing ArtistsDave Swang

John Holland

Matt Mastrud

Ryan Fritz

Seth Rexilius

Scott Thuen

Trygve Olson

Advertisement SalesJane Olson

Membership Program ManagerJasmine McNellis

The Partner Channel Magazine is published by

TPC Publishing, a business unit of The Partner

Channel, Inc., with principal offices at 1045

Broadway, Fargo, N.D. 58102. All postage is

paid from Fargo, N.D. If you wish to be

removed from the mailing list, send your

request, including name, business name, and

mailing address to the above address, or to

[email protected]. If you wish to

add names, the same directions apply.

The Partner Channel®, Inc. is an independent

company and is not affiliated with Microsoft

Dynamics® or any of its affiliates or

subsidiaries.

This is a copyrighted publication ©2013, and

all articles herein are covered by this

copyright. All rights are reserved. Any use of

the content for commercial reasons or any

other form of reproduction of material herein

is strictly prohibited without prior written

approval of The Partner Channel, Inc.

Most articles are submitted by independent

industry professionals; therefore their views

and opinions may not be those of the

publishers. Inasmuch, TPC Publishing cannot

be held responsible for any or all comments or

information held within those articles.

This publication is printed in the U.S.A. by

Forum Communications Printing.

Death to Bad

MEETINGS:


PRACTICAL STRATEGIES TO HELP YOU TAKE BACK YOUR DAY

Celebrating Our


PartnerMEETINGS:THE GOOD, THE BAD, AND THE UGLY

When LEADERS FAIL to LEAD

On the CoverThere are eight super evil references on this issue’s cover

graphic, masterminded by illustrator John Holland. Can

you figure them out? Email your guesses (as many as you

can muster!) to Jenny Davis at Jenny@thepartnerchannel.

com for a chance to win a Starbucks gift card. Each entry

with at least two guesses is a winner, because A) We love

to see who reads this section, and B) You took the time,

you get a reward.

Illustration by John Holland for The Partner Channel®.

This label only applies to the text stock.

It happens to the best of us. One moment you’re heading into a meeting room or putting on the

headset for a conference call, the next moment you’re wondering just what exactly is going on.

In this issue we set out to remedy some of the underlying symptoms as to why meetings go bad.

You’ll first see a scenario that brings some awareness to where problems begin (“When Leaders Fail

to Lead” on page 14). You’ll also read about a call that isn’t exactly motivating (“The Bagel Call” on

page 16), and you’ll find out that maybe cancelling a meeting could be the best thing you do (“Is the

Best Meeting a Cancelled Meeting” on page 40).

We also heard from a few of you in “Meetings: the Good, the Bad, and the Ugly” on page 32. I have a

hunch that there are a few more stories out there to share, but that you didn’t want to enter the witness

protection program.

Thank you to our advertisers, participants in The List, and Sponsors of The Partner Connections Event

(see a special spread on the event, including a list of our Sponsors, on pages 24-27).

We’re now three issues into our 10th year of publication. It’s crazy how fast time flies…when you’re not

trapped on a call.

Sincerely,

Jenny

P.S. If you want to share your good, bad, or ugly meeting story on the down low, you can contact me at

[email protected]. My lips are sealed.

NOTES

The One About Bad Meetings

from The Partner ChannelEmail: [email protected]

Twitter: partnerchannel

Facebook: ThePartnerChannel

LinkedIn: company/the-partner-channel


800.997.9921 www.altec-inc.com

nloc o otential o im o e e ciencie an i ni cant co t a in . e t e owe o o ic o o t

namic ol tion co le wit doc-link ti t inte ation to inc ea e cont ol oc ment i i ilit

o cti it an c tome e ice. it t e e atilit o doc-link o can ma e an oce o e a tment into a

a e le one.

doc-link oc ment mana ement an wo ow ol tion i t e e to a tomatin an accele atin o ine

oce e .

doc-link™ The Keyto Going

Paperless

PAM MCGEE

PAM MCGEE IS THE PRINCIPAL OF PMCGEE CONSULTING and specializes in helping

businesses get to the future instead of having their future get to them. Specialty areas

that you can count on Pam for are building a culture, defining shared values, coaching,

leadership, and basic HR practices. Pam has more than 20 years business experience,

10 years consulting experience, and strong leadership and management skills.

Email: [email protected]

PETER JOECKEL

PETER JOECKEL HAS BEEN A LEADER IN MID-MARKET ERP SINCE 1986 when his

company installed some of the first network-based manufacturing systems in the

country. As a business owner, Peter built and eventually sold one of the fastest-

growing and forward-thinking value-added software dealerships in the country. Its

success was fueled by innovative software selection techniques and an outstanding

project delivery team. He sold the organization in 1999 to an e-commerce provider

when it had grown in less than three years from zero to $6 million in annual revenue

with more than 300 customers and 45 employees. He has assisted in the selection

and implementation of hundreds of ERP solutions and has been recognized for his

ability to match the right solution for a customer’s needs rather than “pushing boxes

of software.” Today, Peter focuses on helping companies select and implement ERP

solutions by using advanced tools and processes that increase the likelihood of

successful projects. His goal is to continue to improve those tools and processes

to build value for customers and provide a smooth transition from the selection to

implementation process.


Twitter: TurnOnDynamics

LinkedIn: Peter Joeckel

Website: www.turnondynamics.com

Blog: blog.TurnOnDynamics.com

CONTRIBUTORS

TRACY FALEIDE

TRACY FALEIDE GAINED 20 YEARS OF EXPERIENCE IN COMMUNICATIONS, project and

team management, planning, and results-based execution by holding several team and

strategy leadership roles at Great Plains Software and Microsoft. She is a writer and

coach, helping clients tell their stories, establish confidence of purpose, and see things

differently.


Facebook: Tfaleide

Twitter: Tracyfaleide

LinkedIn: Tracyfaleide

ADRIANNE MACHINA


Facebook: Adrianne.machina

Twitter: Adriannemachina

LinkedIn: Adriannemachina

ADRIANNE MACHINA IS THE CHIEF VELOCITY OFFICER of Tornado Marketing, Inc. and an

Authorized Duct Tape Marketing Coach. A huge Web 2.0 advocate, Adrianne’s marketing

strategies and copywriting service help clients leverage the Web to bring in more leads

and most importantly – more sales! Having worked in the Microsoft Dynamics channel

since 2000, Adrianne provides valuable insight into how to market complex solutions.

BARBARA PFEIFFER

WHEN IT COMES TO INNOVATIVE MARKETING FOR TECHNOLOGY COMPANIES and their

channel, few people possess the level of expertise, leadership, and passion as Barbara

Pfeiffer, senior marketing consultant for The Partner Marketing Group. Barbara has

spent most of her career developing and driving high-performing marketing programs

for Microsoft and a global network of VARs and ISVs. She was the strategic mind

behind many exclusive Microsoft programs such as GAP, Landlord, Butterfly Publisher,

Marketing Essentials, and Marketing Office Hours. Barbara is constantly on the leading

edge of marketing and specializes in helping clients build and execute comprehensive

marketing plans including social media, inbound marketing, nurture marketing, and

content marketing, as well as marketing assessments and plan/program development

and management.


Twitter: PartnerMktGrp

LinkedIn: Pfeifferbarbara

Blog: www.thepartnermarketinggroup.com/blog

BONNIE ROBERTSON

BONNIE ROBERTSON UNDERSTANDS BIG AND SMALL BUSINESS. She’s worked for

one of the biggest – Microsoft – and now runs her own consulting company. Bonnie’s

been helping business owners and managers improve their businesses for more than

20 years.


LinkedIn: Bonnierobertson


Pitch the paper clips.

Go beyond the electronic file cabinet and experience the amazing efficiencies of Paperless ERP from MetaViewer. From AP to AR and HR to the CFO—everyone can share in the benefits of 100% paperless transactions. MetaViewer gives you paperless invoice and order capture with OCR, automated workflow, real-time visibility and full Microsoft Dynamics® ERP integration. In Paperless ERP, nothing compares to MetaViewer. So pitch the paper clips and visit www.metaviewer.com/for-Microsoft-Dynamics.

HOMEFRONTON THE

I’ll be the first to admit it. Sometimes I’m terrible at

running meetings.

If you know my background in events, that’s

probably an admission that seems a little, shall we

say, career limiting. But it’s true…sometimes I’m the

world’s worst meeting runner.

Here are the circumstances that surround said terrible

meetings:

» I didn’t put much prep time into the agenda.

» I didn’t gather my thoughts around what I’m personally

going to present.

» I’ve overbooked my daily work schedule, circling back

to #1.

Based on comments we’ve received from past installations

of The Partner Event, in addition to (or in spite of ) my terrible

meeting runnership, I’m fairly confident that I can organize

an a-okay event.

Here are the circumstances that surround said a-okay

events:

» I put a lot of thought into the agenda, how people are

moving from point A to B, and what they’re experiencing

along the way.

» I document the logistics of the event, communicate

them to the venue and crew, share them with my team,

and everybody knows their role and tasks.

» I don’t schedule much for myself during the event,

because I’d rather be free to run around, troubleshoot,

and visit with people, circling back to #1.

Isn’t it funny how a little preparation and stepping outside

of oneself can help create a totally different experience?

My goal after putting together this issue of The Partner

Channel Magazine is to take stock of what the contributors

are sharing here and put to use what I can to make my terrible

meeting runnership less terrible and more meaningful. I

already know that when I take the time to prepare well, the

meeting runs more smoothly, which leads me to wonder…

why don’t I just do this every time? The answer is probably

somewhere in the realm of why I didn’t keep up with my

reading in college or why I wait until the last second to

grocery shop before the holidays.

My encouragement to you is the same…bring out your bad

and let in the good. Your company deserves it, your team

deserves it, and you deserve it.

BADBring Out Yourstory by JENNY DAVIS

Isn’t it funny how a

little preparation and

stepping outside of oneself

can help create a totally

different experience?


Retailers and suppliers require nimble and

adaptable supply chain capabilities to respond

to changes in consumer demand and delivery

preferences. Accellos and SPS Commerce bring

these essential capabilities to the Microsoft

Dynamics GP community. The cloud-based

solution connects an organization’s Microsoft

Dynamics GP system to the SPS Universal

Network, not only automating supply chain

relationships with a single integration to more

than 50,000 trading partners worldwide, but

also providing automated connections to any

future trading partners.

Altus Dynamics announced that its Altus

Dynamics NAV 2013 solution for financial

management, HR, and payroll for the non-

profit and public sector is now Certified for

Microsoft Dynamics (CfMD). By successfully

meeting all certification requirements, Altus

Dynamics NAV 2013 can now carry the distinct

Certified for Microsoft Dynamics logo.

DFC Consultants, a gold-certified Microsoft

Partner, recently awarded its 2013 Customer

of the Year awards to: Pride, Inc., DFC Cloud

Customer of the Year; Ho-Chunk Housing

and Community Development Agency, DFC

Property Management Customer of the

NEWSYear; and Development Homes, Dynamics

Customer of the Year. Each business was

awarded customer of the year based on their

extensive use and knowledge of software

systems they utilize and their measurable

success and productivity in their industry.

kCentric Technologies, Inc. and Azox, Inc. have

joined forces under the k-eCommerce brand and

now provide a first-rate e-commerce solution

with seamless integration to Microsoft Dynamic

ERP and SAP Business One. This omni-channel

e-commerce platform can be implemented in

the cloud or on-premise. With similar visions,

the synergy of the two companies is a natural

fit. Learn more at http://lnkd.in/d2ciCih.

nChannel, creator of the cloud-based multi-

channel management platform, announced that

it has launched a connector for QuickBooks that

manages the flow of item, order, shipping, and

inventory information between the accounting

system and any number of physical or online

sales channels. The release enables QuickBooks

users to automate the flow of item and sales-

related data between QuickBooks and a

variety of eCommerce and POS applications,

eliminating labor-intensive manual data entry,

improving the ability to rapidly list items and

fulfill orders, and increasing revenue.

Sandler-Kahne returned from AXUG® Summit

and announced very powerful enhancements

coming to the eBanking Suite for Microsoft

Dynamics AX including: eBankRec support

for multi-step matching along with confidence

levels; sophisticated mapping with lookups

to support precisely configured GL journal

entries on bank statement transactions added

to Microsoft Dynamics AX; and Positive Pay

– fully unattended/automated file creation and

transmission to the bank. Microsoft Dynamics

SL product FIDO (The Data Retriever) was

featured at the Microsoft Dynamics SL User

Group conference. To learn more – including

info on a free trial offer for FIDO – visit www.

sksoft.com.

Stoneridge Software and the University of

Mary have teamed up to offer online classes

in Microsoft Dynamics AX. Courses will

prepare current users or those interested in

Microsoft Dynamics AX for certification tests.

Microsoft Dynamics AX 2012 Development

will begin January 13, and courses in

Microsoft Dynamics AX 2012 Installation

and Configuration and Project Management

will begin January 14. Further details and

registration information can be accessed at

www.umary.edu/microsoftdynamics.

12 WINTER 2014 | THEPARTNERCHANNEL.COM

EVENTSJANUARY

Microsoft Dynamics AX Institute: Winter Session

January 13-February 7 | Fargo, ND

https://training.partner.microsoft.com

Microsoft Dynamics AX 2012 Development - Online Course

January 13-31

Monday-Friday, 12:00-2:00 p.m.

Online courses offered through the

University of Mary, instructed by

Stoneridge Software

www.stoneridgesoftware.com/events

Microsoft Dynamics CRM 2013 Virtual Foundation Training

Program Virtual/Online January 14-March 13

https://training.partner.microsoft.com/

learning/app/management/registrationex/

LMS_Registration.aspx?UserMode=0&Mod

e=0&ActivityID=849112

FEBRUARYMicrosoft Dynamics AX Technical Conference

February 3-5 | Bellevue, WA

www.microsoft.com/dynamics/

axtechconference

Microsoft Dynamics AX Fast TrAX Enterprise Academy Developer Class

February 3-21 | Fargo, ND


Demo2Win! Workshop for Microsoft Dynamics Partners

February 5 | Dallas, TX


Discovery2Win! Workshop for Microsoft Dynamics Partners

February 6 | Dallas, TX


Microsoft Dynamics for Retail Technical Conference



axtechconference/Events.aspx?p=topnav

Performance Benchmarck WorkshopFebruary 6-7 | Bellevue, WA



Warehouse/Transportation Management Workshop




Microsoft Dynamics AX 2012 Enterprise Academy Service Industries

Advanced WorkshopFebruary 6-8 | Redmond, WA



Microsoft Dynamics AX Fast TrAX Enterprise Academy Consultant Class

February 10-28 | Fargo, ND


Microsoft Dynamics Convergence 2014March 4-7 | Atlanta, GA


convergence/atlanta14


March 17-April 4 | Fargo, ND


APRILEnterprise Academy L200 Industry

Training: Public SectorApril 1-3 | Denver, CO


Enterprise Academy L200 Industry Training: Retail

April 8-11 | Atlanta, GA


Demo2Win! Workshop for Microsoft Dynamics Partners

April 9 | Chicago, IL


Discovery2Win! Workshop for Microsoft Dynamics Partners

April 10 | Chicago, IL



April 14-May 2 | Fargo, ND


Enterprise Academy L200 Industry Training: Services

April 22-25 | Fargo, ND


Enterprise Academy L200 Industry Training: Manufacturing

April 28-May 2 | Dallas, TX


Microsoft Dynamics AX Fast TrAX Enterprise Academy Developer Class

April 28-May 16 | Fargo, ND


AXUG®: www.axug.com/events

CRMUG®: www.crmug.com/events

GPUG®: www.gpug.com/events

NAVUG™: www.navug.com/events

Upcoming Events? Going somewhere, but it’s not on the list? Let us know, and we’ll include it in the next issue!

Go to www.thepartnerchannel.com/magazine under “Events” to submit details.


SSAALLEESSLEADERSHIP MMAARRKKEETTIINNGG

8:20 A.M.People shuffle in, some on their phones,

the rest carrying open laptops or tablets.

There are one or two people who are in the

room busily working on their schedules or

emails. A conference phone is available to

connect with someone remotely.

While everyone appears to be productively

working on something, the meeting, that

was to start at 8:30 a.m., is now at least 10

minutes delayed.

Leaders Fail to Leadstory by BONNIE ROBERTSON

When


8:40 A.M.One of the participants mentions that someone else just

texted and said that it would be at least another 10 to 15

minutes before he could join, but go ahead and start without

him. So we do.

This is an official monthly management meeting that

occurs every second Monday morning of the month from

8:30 to 10:00 a.m.

We start with a couple of people debating a bit about a

customer problem and who is responsible for solving the

issue. The rest of us continue to try to be productive (three

more email responses sent) since the topic is not really

relevant to the group.

8:55 A.M.“We should get started,” one manager states with

conviction, “because I have to leave right at 10:00 a.m.”

Everyone agrees in mumbles as they continue to stare

at their screens and quickly send one last email or text. “I

am going to grab a quick cup of coffee,” one participant

announces. “Can I bring someone a cup?” she kindly asks.

9:10 A.M.The participant grabbing coffee returns and everyone

appears ready to begin. Someone offers to “dial in” a remote

manager who has yet to dial in to the conference number.

The remote manager doesn’t answer; instead we hear his

voicemail.

9:15 A.M.“So what are the key happenings from this past month

for each of you?” the leader questions. “Let’s go around

the table,” he declares, in a need to bring some order to the

meeting.

9:20 A.M.The managerial “show and tell” proceeds, mostly with

managers providing the “good news” from their departments.

Occasionally others ask some questions, but not many, as

they are busy looking at something on their screens.

9:35 A.M.The participant who stated he would be late walks in,

apologizes, and takes a seat. The leader attempts to give him

a quick overview of what has been presented as managers

gave their reports around the table.

9:40 A.M.The conference phone rings, the remote manager who

we were trying to reach dials in. He apologizes, mentions

something about a very stressed employee that he was talking

with and caused his delay to this meeting. This peaks the

interest of several other managers who begin to ask questions

about the employee issue; they then admit that others on their

teams seem to be stressed and uncertain as well.

9:46 A.M.The remote manager is on a cell phone driving to an

appointment, and he is cutting in and out. Someone suggests

that it is a problem. He says he will dial back in to pick up the

conversation.

9:47 A.M.A healthy discussion develops about employees, the work

environment, and some recent resignations. “Is it something

we are doing or not doing that should be addressed?” one

manager asks the group. One manager mentions that she

knows her team is being heavily recruited.

9:49 A.M.The remote manager dials back in. “Is this connection

better?” he asks his colleagues. “Yes,” someone replies.

“Are your people getting calls from recruiters?” one of the

managers asks her colleague that reconnected on the cell

phone.

Dialogue and debate regarding employee productivity and

retention continue with a significant amount of “she said, he

said” generalizations. Some interesting questions are asked.

Some valid points are made. Everyone seems engaged.

9:58 A.M.The participant that announced earlier he must leave

promptly at 10:00 a.m. begins to pack his bag of technological

gadgets. “We need to talk more about this topic of our

employees,” he states. “I am concerned that a couple of

people on my team are confused as to where we are headed

as a company.” Many around the table nod in agreement. He

leaves. More examples of uncertainty and restlessness of the

team are mentioned.

10:08 A.M.While the discussion is interesting, two participants

announce that they need to leave for meetings they have

scheduled at 10:00 a.m. They are now late for these

meetings. “We really need to continue this conversation,”

one manager mentions as he walks out with his computer

open. “We are losing good people who think we do not have

our act together as a management team.”

Everyone agrees. “When?,” inquires one of the remaining

managers. “When are we going to discuss this?” No one is

certain. Everyone has to check their calendars because they

are currently over committed to “meetings”.

10:10 A.M.All managers have exited the meeting room.

The future of this business is at risk.


MMMMMMMAAAAAAARRRRRRRKKKKKKKEEEEEEETTTTTTTIIIIIIINNNNNNNGGGGGGG LLLLLLLEEEEEEEAAAAAAADDDDDDDEEEEEEERRRRRRRSSSSSSSHHHHHHHIIIIIIIPPPPPPPSALES

THE

CALL


story by PETER JOECKEL | illustration by MATT MASTRUD

In close to 30 years making payroll as an ERP software VAR, it is my experience that managing the sales

function has the highest possibility for “the law of unintended consequences” (TLOUC) to take hold in

companies. (For an excellent discussion on TLOUC, read: http://tinyurl.com/8p8g.)

Typically TLOUC rears its ugly head in the area of sales compensation when maximizing individual

commission pay creates an undesired result for the company as a whole. One of my favorite examples was

not compensation plan related, but it did have a negative effect on my company.

Earlier in my career as a VAR, I was in discussions with a large national VAR interested in acquiring my practice.

What I remember most about one particular breakfast meeting with the managing partner of the firm was: a) an

earn-out is not cash, and b) the concept of the “bagel call”.

During our breakfast, the managing partner informed me that our meeting had a hard stop at a particular time

because he had to join in on his firm’s weekly sales “bagel call”. I had never heard that terminology before, and it

sounded like a great idea, fun even. I envisioned a meeting where all the salespeople gathered once a week to discuss

their pipeline over company-provided bagels, coffee, and juice. Boy was I wrong.

Being of an inquisitive nature, I asked about the bagel call and was quickly set straight on my impression of a fun

event for the sales team. The “bagel call” was for those members of the sales team that had zero sales for that particular

sales period (for those of you reading this before your morning coffee…a bagel resembles a zero). Inclusion was not

an honor; rather it was a wakeup call that no one wanted to participate in because everyone in the organization had

visibility to who was on the

call and slacking on meeting

their quota.

Being not only inquisitive,

but also highly competitive,

I thought this was a great

motivational tool for the

sales team and could not

wait to implement my own

version back at the ranch. My

intuition told me that no salesperson would want to be on the call; it would motivate them to kick into high-selling

gear earlier in the month, quarter, and year to meet their goals. I had always wanted to find a way to get as much

sales activity and effort going throughout a given sales period as is generated during the last days of a month,

quarter, and year when typically every salesperson goes to heroic lengths to finish “on target”.

My thought was that the concept of the bagel call would create mini storms of activity within sales periods and

result in greater sales as a whole. The theory ended up being much more productive than reality. I was correct in

my initial assumption that no one wanted to be on rather than in the bagel call, but I did not realize to what degree

that TLOUC would bite me in the pants.

Instead of fixing the problem of the hockey stick shaped sales curves within sales periods, it magnified the

number one way that Partners steal from themselves and each other.

Does this sales “cycle” sound at all familiar?

» Prospect is nurtured along, utilizing every consultative selling method in your tool belt. (And don’t forget to

sell value! Sorry, inside joke).

» Prospect is assigned a high probability of close based on all of your typical sales measurement criteria.

» The end of the fiscal year approaches for your software publisher, and your rep is “this close” to making “club”

and winning a week in paradise with his/her spouse.

Please stop me if you know what happens next.

The “bagel call” was for those members of the

sales team that had zero sales for that particular

sales period (for those of you reading this before

your morning coffee…a bagel resembles a zero).


Some customers will buy because of the “once in a lifetime deal” offered them if they can sign a contract by the

25th, but others will not. If and when they do buy, it is almost impossible to take that end-of-period special discount

off the table.

It is my practice to let deals close naturally and at their own pace. Forcing deals to close early with artificial sales

incentives steals money from yourself that you can never recover. How much money do we steal from the ERP

ecosystem on an annual basis like this? I bet it is a big number.

The net effect of the bagel call process was not to motivate more good selling activity but rather the opposite:

More end-of-period types of behavior to close deals earlier and stay away from attendance on the dreaded calls.

Ironically, the long-term unintended consequence of implementing bagel calls for me was positive. I had never

seen period end sales behavior as taking money out of my pocket. By exacerbating that behavior, it forced me to see

it for what it is and completely change my philosophy on when to try and close deals.

Enough for today; I am late for my weekly sales bagel call.

Peter Joeckel is the president and founder of TurnOnDynamics a Microsoft Dynamics AX and Microsoft Dynamics GP

Partner that specializes in manufacturing implementations and transitioning clients that have outgrown Microsoft

Dynamics GP to Microsoft Dynamics AX.

TurnOnDynamics is dedicated to providing only senior-level resources for its customers and their critical ERP

implementation projects. No juniors; no learning on your dime. Additionally, TurnOnDynamics focuses on the strategic

concerns of executives and owners with a unique Dynamic CFO Service offering.


LADIES AND GENTLEMEN, WE HAVE A WINNER! Congratulations to Ed Sills of Infinity Software Solutions, Inc.

for winning our Fall 2013 contest.

Now for the next round of the Word-A-Ganza! Posted

below are 25 words that relate to the topics and themes

included in this issue of The Partner Channel Magazine.

These words can be found in the grid horizontally,

vertically, diagonally, backwards, and forwards. You can

submit your completed word find to us for a chance to win

a $10 gift certificate to Starbucks so you can enjoy future

word finds over a latte or cup of tea.

Simply scan and email your completed word find to Jenny

Davis at [email protected] or mail a copy to

The Partner Channel, 1045 Broadway, Fargo ND 58102. If you

don’t want to write in your magazine, contact Jenny and

she’ll email you an electronic version of the same word find.

Bad Meetings

Bagel Call

Balance Point Technologies

Cancel That Meeting

Channel

Inspiration

Management

Marketing

Martin Luther King Jr

Member

Microsoft Dynamics

PaperSave

Partner

PowerPoint

Sales

The Bad

The Good

The List Mobile

The Partner Channel

The Ugly

Three a Week

To the Rescue

TPCE

When Leaders Fail

Winter


S A L P A R T N E R E H T H E L I S T M O B I L A

E E T N I W S D O O O G E H T L E E N N A H C D I

A B I S E H E A R T M A R K E T I N G I T A R T N

D A I G M E P A R T N R E R S L E O N O N D I N S

S D K E O N P A P E R S A V E A I T I A A S P I P

C M E Z N L S T P E C N A L A B P S T V H D S O I

I E H N M E O S I U C H A F U D M O E D P C N P R

M E E B L A D N Y N D T D U D Y D E E T H G I R A

A T I A E D R S H S L T H E L I S T M O B I L E T

N I S G A E S T A C T U S E I L E H T I N T S E I

Y N I E D R R U I O E C T D U A H W A O T E W W O

D C N L E S V S F N I T I H D G E S H P H F E O N

T A S C R F E R K O L S T I E U L I T R E A L P A

F N P A S A T I R O G U S N C R E Y L E B S S S F

O C I L H I H G O D K T T S I E K N E W A R T G S

S E R L I L E T W E T I E H T O N I C O D E N N R

O L A G P A W L E B U R A P E I P O N P L P E I E

R T U B T N I W C S E N N A I R I E A G K A M T D

C H T N U T A S P H I M Y A S A K T C D J P E E A

I A I I S E O D T H E G O O D X A I R N O R G E E

M T O H E P L O H A X A I W R E L E N S A D A M L

G M N R R A T H E R A D O F D E T H E G A L N D N

T T H E P A R T N E R C H A N N E L D A J S A A E

O T O T H E R E S Q U E D S I W H E B L E R M B H

T P T N I O P R E W O P A W I N T E E R S A D F W

LLLLEEEEAAAADDDDEEEERRRRSSSSHHHHIIIIPPPP SSSSAAAALLLLEEEESSSSMARKETING


Type “death by PowerPoint” into your browser, and you get anywhere from six

to 11 million results, depending on your browser of choice. Amazon has more

than 200 books on the subject. SlideShare has 20+ presentations on the subject

(including, sadly, some which seem to be an actual illustration of death by

PowerPoint®). With all this awareness, why are there so many bad PowerPoint

presentations still happening every day? “How to Create PowerPoint

Presentations That Shine” most likely falls into the category of “we know we have to do it, but

we don’t have the time or resources”. It may also be a function of not knowing how to go from

bad to brilliant.

So why is this marketing’s problem? Let’s put aside the internal PowerPoints for now. Every

external PowerPoint delivered by your company – via webinars or events, or as proposals or

credentials – is a direct reflection on your company and your brand. That puts it squarely in

marketing’s hands. Plus – let’s face it – if anyone is going to make the company look fabulous,

it’s the marketing geniuses.

Before we get into the “how” of ensuring that every PowerPoint leaving your office is

awesome, let’s do a quick refresh on the basic rules of creating amazing presentations:

» Use no more than three short bullet points per slide.

» Keep each slide to a single point or idea.

» Use visuals – lots of them (and whitespace, too).

» Keep it simple. Busy templates make for bad design.

Of course there are many other rules including things such as font size, minimizing

animation, transitions, and more. For a primer, visit Amazon for resources or do a search on

“creating great PowerPoint presentations”.

FIVE IMPORTANT TIPSFrom a marketing perspective, follow these tips to help ensure that every PowerPoint

leaving your company is amazing.

» Develop a custom template. Microsoft doesn’t use the pre-fabricated templates that come

with PowerPoint for their materials and events, and neither should you. When you create

your template, create a powerful and colorful cover, but keep the interior slides simple.

Use a clean background and sans serif fonts. Try to avoid overwhelming your audience

with your logo – it can be across the bottom, but make sure there is an option without

story by BARBARA PFEIFFER | illustration by JOHN HOLLAND

Marketing to the

RESCUETAKING POWERPOINT FROM DRAB TO FAB


it, too. When you send out your template, make sure your team knows how to install it. This will ensure that the

fonts and colors you’ve worked so hard to select are available as options when a new presentation is created. Not a

designer? Outsource your template design. This one design will be used over and over, so it’s easy to justify paying

for a killer template. Next best option? Buy a template from a site such as www.TemplateMonster.com or www.

PoweredTemplates.com (remember to customize it with your colors and logo).

» Create and share a photo and image library. Repeat after me: I will not use – nor will I allow –the use of free

clip art. Nothing hurts your brand more than crummy clip art or stock photos that are in every one of your

competitors’ materials. Build a library of images that your entire company can use. Look for images that illustrate

your solutions, the pains you address, and the industries you serve. Forego the SmartArt feature in PowerPoint

and instead have a designer create custom, branded illustrations of your processes and methodologies.

» Create a master deck of frequently used slides. Look at all your presentations. Are there specific slides that appear

over and over? Your credentials, customer references, your methodology, contact us, etc.? Set a good example

(and save tons of time) by creating these first in your new template, and then make them available for everyone to

use. Not only will you get consistency and some awesome slides, but it’s also likely that the high quality of these

slides will help drive the need for high quality throughout the whole presentation.

» Create a library of frequently used presentations. We all have presentations that we use regularly, including

credentials, proposals, and training sessions. Go to everyone in your company and ask for their best slides; then

bring them together in a shared library (after you reformat them in your new template, of course). One tip –

assume someone will miss the need to strip out specifics (like a prospect’s name in the file) and make sure you do

it before you post anything.

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Not surprisingly,

SlideShare is home

to some fabulous

PowerPoint creations,

including a number

that are focused

on teaching you how

to become a master

creator. Visit www.

slideshare.com and

search for:

» You Suck at

PowerPoint (a great

and classic deck by

jessedee)

» Death by

PowerPoint (by

Alexei Kapterev)

» Steal this

PowerPoint

(another classic

from jessedee)

» How to Create

Presentation

Slides that are out

of this World (by

slidecomet)

» Train and consult. Create an office-wide training that shows what an amazing PowerPoint looks like and

introduces the tools you’ve created. Use some of the awesome decks on SlideShare (see sidebar) to help show

what a GREAT presentation looks like. Once your office is trained, keep the door open with design assistance for

the most important decks.

Any ONE of these tips will make a difference in your slide decks. Implement them all, and your presentations will

help differentiate you, build credibility, and reinforce your brand.

To learn more about how marketing can take other areas of your organization from drab to fab, contact Barbara Pfeiffer

at The Partner Marketing Group at [email protected]. You can also download one of Barbara’s

complimentary ebooks, the “ABC’s of Content Marketing” and “The Year of Content”, at www.thepartnermarketinggroup.

com/greenhouse-marketing-ideas/dig-deeper.


Thank you to the 350 Partners

who joined us at The Partner

Connections Event 2013!

This was our maiden voyage,

collaborating with AX Partner

Connections, CRM Partner

Connections, and GP Partner

Connections, and we were

thrilled to host you in Tampa.

So many great moments were

captured at the event and we’re

happy to show some of them

here. If you’d like to view more

photos from the event, check

out “The Partner Channel” on

Facebook.

2013AX | CRM | GP

THEPARTNERCONNECTIONS

EVENT

“Simply put (as in the words

of Joe Mechlinski) it fed my

“Why”, which is to connect with

others and share informationally,

vocationally, relationally.”

“I have enjoyed attending this

event the past two years and

have taken away valuable

applicable tips and insights!”

“Overall the sessions were

extremely educational and

highlighted some things I

already knew and pointed out

some areas where we need to

do some work.”


March 4–7, 2014 / Atlanta, GA

The premier Microsoft Dynamics event is happening in Atlanta, GA, March 4–7, 2014.

This is the perfect opportunity to treat your customers to a week of learning, discovery, and fun. Not to mention a chance to strengthen relationships, close sales, and increase ROI. Register before January 10, 2014, to save $300. To find out more or to register online, visit: www.microsoft.com/convergence

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

2013AX | CRM | GP


EVENT

“It is always great to

reconnect with Partners

and friends you have make

along the way.”

“This is the only event of the

year that I go to for me; I am

not there to sell anything, but

rather to learn from my peers.”


2013AX | CRM | GP


EVENT

SAVE THE DATE!The Partner Connections Event

October 12-14, 2014

St. Louis, Missouri

www.thepartnerconnectionsevent.com

“The biggest challenge

is prioritizing what to

implement first. Everything

was applicable!”

“Great business value! Not only

did I get personal inspiration,

but business inspiration from

this conference. So much

information, not sure how to

share it all with my co-workers!”

“My company

definitely benefits from

my being “unplugged”

and focusing on personal

growth for a few days.”


2013AX | CRM | GP


EVENT

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SSAALLEESS MMAARRKKEETTIINNGGLEADERSHIP

story by PAM McGEE | illustration by RYAN FRITZ

A recent article in The Wall Street Journal indicates that if you do two things – prepare

a detailed, prioritized agenda and start on time – you can decrease the amount of

time spent in meetings by 80 percent. I challenge you to take this one step further

and give a quota for the number of meetings each team member can schedule

and then send the message that they need to be diligent about why they

schedule meetings, the purpose of the meeting, who needs to attend, and

multi-tasking guidelines. The Wharton School of the University of Pennsylvania indicated

that workers thought 25 percent of their meetings could be replaced with a memo or

phone call. Worried it would be an excuse for not getting things done? Setting a meeting

quota does not imply not getting the work done; it only challenges the conventional

paradigm on “how we get work done.”

WHY HAVE MEETINGS BECOME SO RAMPANT? Some employees indicate 56 percent of their time is spent in meetings. Eighty-five

percent indicated meetings were a waste of time (Wharton). Do the simple math: 50 hours

a week x .56 = 26 hours; 26 hours x .85 = 22 hours. About 2.5 days of their work a week is

a waste of time. If you have 50 employees and each employee wastes 22 hours a week, then

in a 50-week year (excluding two weeks of vacation time), each employee wastes 1,100 hours

per year. That is 55,000 hours a year. If you pay your employees an average of $50,000 a year

or $25 per hour, that is $1,375,000 of unproductive payroll cost. What could you do with an extra

million this year? (I admit my math is not CPA solid; however, I think you get the point).

WHY HAVE UNPRODUCTIVE MEETINGS INFILTRATED THE BUSINESS WORLD?

I looked for a statistic, unsuccessfully, on whether businesses spent more or less time in meetings

today than 10 or 20 years ago. My hunch is that we are spending more time, but it is a hunch. Why

are we spending more time in meetings?

» Lazy managers schedule meetings when they really need to solve the problem themselves.

» Meetings are scheduled to update one person, the manager, because he/she is having a tough

time staying connected.

» Meetings are political and no more productive than a playground of fourth-grade boys and girls

fighting to be “King of the Hill”. One person wins and the rest plan their attack for their next

recess (meeting).

3You Only GetMeetings This Week...

U S E T H E M W I S E L Y !



» Meetings are scheduled so everyone

can be a part of “it”, but no one really

knows what “it” is.

» Technology has made it easier to schedule

meetings. You can access everyone’s

calendars, schedule electronically, and

invite people from all over the world.

Some of us may remember when we

actually had to call each person to get a list

of available dates/times and coordinate by

calling back and forth to get an established

time. It was arduous work and not for the

faint of heart, so intuitively maybe fewer

meetings were scheduled.

WHAT DO WE DO? My first recommendation is to put

a psychological limit on the number

of meetings that can be scheduled. For

example, you only get three a week. Ask

yourself: “How will this meeting satisfy a

customer need, get more customers, or

solve a problem for a customer?” If your

meeting can’t answer at least two of those

three questions, it probably needs to be

de-prioritized. Another litmus test: “What

would happen if I didn’t schedule the

meeting? What else could I do to solve the

problem without a meeting?”

My second recommendation is to pick

up the phone! It is somewhat a complete

juxtaposition that we all have an addiction to

our smartphones; however, few of us like to

actually talk on the phone. Could we have a

“pinky swear” agreement that we would call

more, answer more, and get MORE done?

My third recommendation is to assign a

political assassin to the meeting. It should

not be the highest-ranking leader, but

someone who has a nose for “bull****”. When

the meeting becomes a battle of opinions,

a group of lobbyists, and/or a passive

aggressive meeting full of “I understand,

BUT...”, “Good idea, BUT....”; you know the

type. The meeting should have a limit on the

number of BUTS included. We all know that

everything before a BUT is a lie anyway.

My fourth recommendation is to train

your managers to lead people and manage

processes. If managers were inspiring

people to do the work, less push work would

result, and pushing work around results in

more meetings. Have them ask their teams

what they think they can do to eliminate

unnecessary meetings and maybe what types

of meetings would increase productivity.

My fifth recommendation is to train your managers to be meeting facilitators. It is unfair to

the person trying to run the meeting and the person sitting in the meeting if the leader of the

meeting has no meeting facilitation skills. We wouldn’t let a non-developer write code; why

would we let a non-facilitator lead a meeting?

GO FORTH AND MEET LESSAlthough meetings are one method to get work done, so are emails, phone calls, hallway

conversations, Google docs, SharePoint sites, etc. As you can tell, my bias is showing. It isn’t

necessarily entirely against meetings; it is against the misuse of meetings and bad meetings.


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MEETINGS:Oh, meetings.

Isn’t it amazing

how you can

walk into a room

for a meeting

and leave either

feeling totally

inspired and

ready to take on

the world, or like

you can’t believe

that really just

happened? We

reached out to

Partners to hear

about memories

of meetings

that set the

bar for what a

meeting should

be or what they

never want to

experience again.


ANONYMOUSBAD MEETING EXAMPLE:

A few years ago, I was invited to a kick-off meeting

for a new major project that partially involved Microsoft

Dynamics GP (why I was there), and the project manager

(PM) led the meeting. There had to have been between 35 to

45 people in the room…a huge crowd of basically anyone that

could be affected or involved. After going through the key

points of what the project was and things that were somewhat

normal, the PM decided it was the right time to open up a

project glossary (key terms and definitions), and with the

entire group, go through it line by line, term by term, to

come to agreement on the definitions of the words/phrases!

It was a classic facepalm moment…with generic key words

that different audiences think of differently…“Account”,

“Transaction”, etc. I think he actually thought it was a good

idea and the right venue to do that kind of detailed work in.

Bad meeting!

ANYA CIECIERSKI CAL BUSINESS SOLUTIONSGOOD MEETING EXAMPLE:

A good meeting recently was with a distribution company of

beauty supplies. And at the end, he gave me a bag of goodies

to take home. That is what I call a good meeting: Always end

with a bag of goodies!

JEFFREY PORTER ROCKYSOFTBAD TO GOOD MEETING EXAMPLE:

At company meetings, the majority of our team members

need time to reflect prior to responding or engaging in

dialogue. In my earlier days at RockySoft, I misconstrued

this as disinterest. As an individual who processes and

brainstorms through dialogue, this was quite frustrating. I

have learned to set my expectations prior to the meetings

by engaging in a thoughtful review of what I’m trying

to accomplish. Following this review and depending on

the time sensitivity of the topic, I will set the stage with

pertinent information or questions. Most importantly,

I find it extremely helpful to set my expectations prior to

meetings.

ANONYMOUSGOOD MEETING EXAMPLE:

We are a virtual company, so while many meetings

are held via conference call, we do meet in person annually to

discuss what is going well, what is not going well, and what is

our direction for the year ahead. We only have a few days to

discuss our topics, so we start by going through pluses and

deltas of the previous year. This helps guide the topics. We

also have a parking lot where you can put other topics to be

discussed if there is time. After we have our topics in place,

we follow these rules:

» All cell phones and email are turned off. (We allow

computers for note taking only.)

» All individuals participate and are heard without

judgment or interruptions.

» We designate a note taker. He/She keeps the notes and

action items for all.

» We designate a time keeper. It is his/her job to keep the

meeting on topic and in the designated amount of time.

» Lastly, we end the meeting on time. It is sometimes hard

enough to sit through meetings as it is, but when they

extend beyond their end time, most attendees start to

lose interest and stop paying attention.

It took us a few meetings to learn what works, but once we

determined the process and rules of our meetings, they have

been so much more successful…not to mention a little less

painful.

ANONYMOUSBAD MEETING EXAMPLES:

Throughout my career, most of the meetings I’ve

been in have taken place over the phone. To me, this is a

difficult barrier to overcome. I think that body language can

contribute a lot to the success of a meeting, so needless to say,

I’ve been in a number of doozies! Here are the top two bad

meetings I’ve had the pleasure to experience…

» No Pause for Breath: I was on the phone with someone

whom I was completing a project for and didn’t get

ONE word in for more than 30 minutes. Not one word.

Okay, it may have been 25 minutes, but still. Having a

conversation over the phone is NOT a “one-man show”.

» No Mute Button: On one of the first conference calls

I presented on, there was a technical glitch (which

unfortunately are unavoidable in some cases), and we

weren’t able to mute the other attendees. While I was

presenting, someone’s daily mantra recording was

running in the background talking about how to take

one day at a time, breathe, imagine success…you get the

picture. It was a BAD experience to say the least.

So, lessons learned? Have the guts to INTERRUPT even if

you’re talking over that person for a good minute, and always

have a backup option for MUTING attendees or remember

to mute your own phone when on calls with more than one

other person.

A


LLLLLLEEEEEEAAAAAADDDDDDEEEEEERRRRRRSSSSSSHHHHHHIIIIIIPPPPPP SSSSSSAAAAAALLLLLLEEEEEESSSSSSMARKETING

Everyone talks about being authentic and being transparent in their marketing, but

what if we set our goal to be inspirational? What if you stopped selling software and

services, and instead started selling dreams? Wouldn’t that feel different? Whether

your clients want to be rich, get promoted, serve a population, build an empire, or

leave a legacy – all of those goals can be tied back to the decisions they make to

improve their technology infrastructure.

Inspiration isn’t the exclusive domain of gurus and guides. We all have the capability to light up a

room with our passion and energy. To be inspirational, we ourselves have to be inspired! We have to

believe in our mission, in our company, in our products – knowing the difference we can make. And

then we have to learn the skills to communicate that passion.

There are many practical and even simple ways to be inspiring in your marketing messages:

» Stand up on your conference calls. Assert energy. I do this on a regular basis. I find if I sit at my

desk, my eyes and mind will wander off into my computer instead of being 100 percent focused

on the purpose of the phone call. People can feel the difference when you are 100 percent pres-

ent. Instead of passively listening, I’m walking around, waving my arms, and voicing my opinion.

Yes, my dog thinks I’m crazy, but my clients love me.

» Tell powerful stories. I remember one custom development shop whose sales guy would always

have amazing stories about the work they were doing. Everything they did sounded fun, amaz-

ing, life-changing – and it left no doubt in my mind of exactly what they were capable of doing.

I wanted to work with them! And I wasn’t the only one…they have had great success over the

years.

» Build a platform. Are you a great writer? Then blog, write articles, participate in forums, infuse

personality into your email marketing messages. Find a way to communicate powerfully through

the written word. Are you a polished speaker? Then speak wherever you can – on video, at con-

ferences, at associations, and at trade shows. Build a platform to get a tribe of followers to follow

you. Play to your strengths.

» Dare to be different. Stop looking and acting like everyone else. Be funny, original, outland-

ish, and opinionated. Leaders like Steve Jobs and Steve Ballmer never cared what other people

thought – their focus was always on blazing a trail, not blending in. Of course, by taking a stand,

you won’t please everyone, but you will attract your ideal client.

With every marketing impression, you are choosing how you are presenting yourself and your

company. You are painting the picture. Are people left touched and inspired? Or are they bored and

disinterested?

In August we celebrated the 50-year anniversary of Dr. Martin Luther King’s “I Have a Dream”

speech. Dr. King changed history because his mission was clear and his messages were inspiring.

He breathed life into an idea. He got people on their feet, into action, no longer willing to accept the

status quo. An untold number of people walked in his shoes before he did. They may have had the

same mission, but they lacked the passion, confidence, and charisma to inspire massive action.

I’ll leave you with the paraphrased words of Dan Kennedy, a true marketing genius, who repeatedly

says, “The easiest way to get what you want is by helping people get what they want.” Stop selling

software. Start selling dreams. Be inspired. Then be inspirational.

story by ADRIANNE MACHINA | illustration by MATT MASTRUD

MARKETING


What if

you stopped

selling software and

services, and instead

started selling dreams?

What if

you stopped

selling software and

services, and instead

started selling dreams?


ISV PROFILE

COMPANY: PaperSave

INTERVIEWEE: Holly Condon,

vice president of sales and marketing

HEADQUARTERS: Miami, Florida

PHONE: 877-727-3799

EMAIL: [email protected]

WEBSITE: www.PaperSave.com

ESTABLISHED: 2002

WHERE IT ALL BEGAN

In the early 2000s, PaperSave’s president was

working at a former position and asked the

question, “Why can’t I just go into ERP and pull up

a document?” He called it the lazy CFO syndrome

and wanted to cure that ill with a solution that

seamlessly integrated ERP and file cabinets. In

2002, PaperSave was developed by WhiteOwl,

a Microsoft Gold Certified Partner, and is now

a certified document management solution for

Microsoft Dynamics AX, Microsoft Dynamics CRM,

Microsoft Dynamics GP, and Microsoft Dynamics SL.

PRODUCT OVERVIEW

PaperSave is a complete document management

solution that seamlessly integrates with Microsoft

Dynamics AX, Microsoft Dynamics CRM, Microsoft

Dynamics GP, and Microsoft Dynamics SL to

automate workflows and streamline operations

through electronic management of traditional

paper-based processes. PaperSave takes

integration to a different level since it is a natural

drilldown within a record. It is not just integrated

with the transaction, but rather across the entire

ERP. For example, users can use a SmartList

query based on any value and then drill down into

all supporting documents regarding that record.

TPC: What might surprise Partners and customers about PaperSave products and solutions?Holly Condon (HC): We are a natural extension

of their Microsoft Dynamics ERP application.

PaperSave integrates not only with Microsoft

Dynamics, but also the entire Microsoft stack,

including Microsoft Office, Outlook, and

SharePoint. It also resides on the SQL database,

which is in line with what customers already

have deployed in their IT infrastructure. This

makes PaperSave a complementary solution

to what customers already have, saving them

implementation costs and improving their return

on investment immensely.

TPC: What does your customer base look like?HC: PaperSave is a horizontal product, so we can help any organization with a filing

cabinet. Most of our clients who truly benefit have multiple locations and spend lots

of their time and money transporting and storing documents, including clients in

the healthcare, restaurant management, hospitality, and not-for-profit industries.

TPC: What is PaperSave focused on now in regard to working with Partners?HC: Education. Document management isn’t something businesses think about

until they see the harsh numbers in front of them. For example, it costs $25,000 to

fill a four-drawer filing cabinet and $2,300 more a year just to maintain that same

cabinet. Pushing that message out through social media, blogs, and newsletters

gives our Partners the information they need to educate and ultimately help their

clients save money and be better businesses.

TPC: What is the number one reason Partners like working with you?HC: PaperSave helps Partners improve client satisfaction by streamlining their

internal processes and reducing the cost per invoice. So, having a happy/mutual

client is what is driving Partners to PaperSave and really, technology as a whole. We

also focus on making PaperSave a great place to work so that Partners aren’t working

with someone new each time. Partners need and appreciate that consistency.

TPC: What do YOU like most about Microsoft Partners and the community?HC: Microsoft Dynamics Partners have such wonderful relationships with their

clients. The extensive dynamic of the community as a whole is what really benefits

the end user. Partners look to their ISVs as their subject matter experts (SMEs) and

ultimately their client’s trusted business advisor.

“We have moved from being constantly backed up and

under pressure to being proactive and looking at adding

additional duties to the accounts payable team to help

fill their days thanks to PaperSave solutions.”

James Carruthers,

VP of Operational Finance at Ironman/World Triathlon Corporation (WTC)

TPabHoof

P

D

in

S

w


Name that superhero! Craig Klapman of Mekorma honed his

archery skills at The Partner Connections Event Expo this fall.

If Craig was a superhero, what would his name be?

Email your caption to Jenny at [email protected]. Submissions

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

contest is two (2) tickets to your local cinema.

Keep it clean folks, because in addition to printing this edition’s winning

captions, we’ll also print the submission from our runner-up.

CONTESTTPC Photo Caption


CONTEST RESULTSFall 2013 Photo Caption

Thanks for playing last issue’s contest! Our winner is Brenner Klenzman of WillowWare: “And when you wake up, you will post #ErrolRules on Twitter.”

And congrats to our runners-up:Mike Mozeko of Hawk Mountain Software, Inc.:“May the power of Microsoft lift you up…”

Luanne McPherson of AdvTrex:“Hey, everybody. I know you really love all the new Microsoft Dynamics GP features I just shared with you, but guys, you gotta sit down. Stop dancing on the tables. It’s just not safe!”

Super charge your Microsoft Dynamics AX business

Add competitive power to your dynamics AX business with an AXtension® solution for:

Don’t miss the major releases of our solutions for project planning and invoice processing.

Visit our booth at the Convergence 2014 in Atlanta to get a live demonstration.

For all of the details keep an eye on our website: axtension.com.


SSAALLEESSLEADERSHIP MMAARRKKEETTIINNGG

IS THE BEST MEETING


story by TRACY FALEIDE | illustration by DAVE SWANG

One of the best clicks I ever get to make is on the “remove from calendar” button

in a cancelled meeting notice. Clearing unnecessary meetings from my calendar

fills my heart with joy and makes my feet want to skip through meadows full of

wildflowers and butterflies. I know I am not alone.

So why do our calendars continue to be clogged with meetings, many of which

are likely to suck the wind completely out of our sails? I don’t think meeting

organizers purposefully set out to grind productivity to a halt. Instead, I think most of us have bad

meeting habits we need to shake. Over time, we’ve learned to equate meetings with agreement and

progress when the opposite outcomes are often the case.

Looking back over a month of meetings, I discovered that the common ingredient in the worst

of them was their very existence. It’s likely that many of the meetings currently on your calendar

aren’t really necessary. They’re meetings born from habit, not from need. How can you tell the good

meetings from the bad? Here are some common signs you’re about to attend (or invite people to) a

bad-habit meeting:

» It’s a recurring, weekly meeting that often requires you to solicit topic ideas from the invitees.

as-needed instead.

» You’re in a new role that not everyone understands so you call meetings to help you prove your

value to the organization.

value by delivering results, not by trying to justify your value in unnecessary meetings.

» You need to put someone in charge of an initiative, and you know your decision will cause

hard feelings, so you get all the interested parties together in hopes they’ll come to the same

conclusion as you did.

understanding of who’s in charge of what, and being able to react to your decision in private.

»

gift you can give your team are days free of unnecessary status meetings. If you typically are

doing most of the talking during the meetings you call, you probably could cut the number in

half by sending email updates that your team members can read at their convenience.

A CANCELLED MEETING?


» You’re frustrated that half the people in your meetings are blatantly multi-tasking, but you hold

the meetings anyway.

one or more of these realities needs to be addressed:

▶ You’re trying to do too much at once and need to cut your priority list down to an achievable size.

▶ For some reason, you are overly reliant on consensus decision-making and need to break

this pattern by sending out more decision announcements than meeting requests.

▶ You need a “laptops closed during meetings” rule at your company.

back meetings. Sigh.

a meeting that doesn’t have a clear objective or is comprised of too many or not the right people, you

days or weeks without multi-tasking, you need to politely decline. Every time you’re drafting a meeting

invitation, you need to review the guidelines above, and then happily delete it without saving or sending.

recurring meetings you’ve scheduled. Can half of these be cancelled? Think of all the joy (and tiptoes

through the metaphorical tulips) you will bring to your grateful co-workers!


Building Community Around Readiness

Advocacy

Competency

Community

Independent networking groups for softwareimplementation professionals, consultants, technicalsales engineers, sales professionals, marketing and leadership roles specializing in Microsoft Dynamics®.

AXPartnerConnections.com

CRMPartnerConnections.com

GPPartnerConnections.comVisit the Partner Connections online to explore our

educational events and webinars...and join us!

MEMBERS ONLYCORNER

Members Only Tips and Tricks Conference Call

Thank You for Your Membership!

or [email protected].

Balance Point Technologies is an ISV for Exact MAX ERP, a manufacturing

software targeted at small to medium-sized manufacturing companies.

The solution seamlessly integrates with Microsoft Dynamics GP. The

company provides data collection software and other applications as

well as custom enhancements to help manufacturing companies improve

service, reduce costs, and become more productive and profitable.

What do you most enjoy about the winter months in Illinois?

skating with my family. I also enjoy taking walks.

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

All of our six employees are in different locations, so we mostly

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

2006JANUARY» The TM Group Inc.

2007JANUARY» Rimrock Corporation

» TechVisions, LLC

2008JANUARY» Dynamic

Communities, Inc.

» Lighthouse Business

Information Solutions,

LLC

2008DECEMBER» Eclipse Computing,

Inc.

2009JANUARY

» Etelligent Solutions,

Inc.

» RoseASP

2010FEBRUARY

» Integrity Data

2012JANUARY» NetStandard, Inc.

2012FEBRUARY» Crestwood

Associates LLC

Congratulations!

“To achieve a successful meeting, we always have an established agenda with objectives to help keep us focused and on track with our topics.”

INTERVIEW

Jim O’Neal, CEO

have an established agenda with objectives to help keep us focused and on track with our topics.

What are your company resolutions for 2014?They include continuing to enhance and develop the applications that we offer, adapting new

marketing programs for our applications, and being more involved with social media.

What is the most beneficial aspect of The Partner Channel’s membership program for your company and why?


This must have been a toughie as we didn’t hear from anyone that found

the hidden logo in Charles H. Green’s “Selling to Mr. Spock” article on

page 35 of the Fall 2013 magazine.

Let’s give it another try. The submission rules for this quarter’s contest

are the same – log on to www.thepartnerchannel.com/magazine,

under “Find the Logo Contest” to let us know where you think the logo

is located. A winner will be drawn at random and will receive a cool gift

that’s sure to point you in the right direction every day!

THE COGNITIVE/EMOTIVE DISCONNECTI spend my time with smart, complex-business, B2B professionals. Every single one of them will acknowledge the

importance of the above list. Yet every one of them lives in an organization where 90 percent of attention is focused

on the buyer’s Vulcan side, doing slide decks, spreadsheets, valuations, and scenarios.

In the real B2B world, all those rational items are the (necessary) justifi cations for customers looking to rationalize

their (emotional) decisions. But they aren’t the decision-driver.

Buyers often (rationally) screen sellers. But they quickly form favorites, unconsciously, and usually before the

sellers have even had a chance to address the issue. All the Vulcan-targeted approaches are aimed either at forming

a buyer’s opinion (too late, already done), or changing a buyer’s preformed opinion (already set in concrete). It

rarely works.

THEPARTNERCHANNEL.COM | FALL 2013 35

Direction


ACLOUDCOMPENSATION

NEWOLDOut With the

In With the

FOR THE NEW YEAR

PLAN THAT WORKS

SETTING THE

contents

A publication dedicated to building a community for Partners

IN EVERY ISSUE

9Contributors

Surely on Santa’s Nice List

11On the Homefront

Sounds Like a Relationship

12News

Celebrating the Good in the

Community

15Events

Planning Winter Through Spring 2012

28TPC Interview

Mark Albrecht, Microsoft

43ISV Profile

Panatrack, Inc.

53Members Only Corner

5280 Solutions

54VAR Profile

The Resource Group

59The List

Updated and Ready for You

Each Quarter

82Advertiser IndexThe Product Experts

® Magazine

DEPARTMENTSLeadership

16The Entrepreneurs’ Corner

30My Team is in the Van.

Where Do We Go Now?

44You Can’t Go With the Flow if

You’re Stuck in a Box

Sales

18Make 2012 The Year That You

Keep Your Promises

34When Customers Sell for You

46A Compensation Plan That Works

Marketing

22Marketing Stickiness

36Out With the Old, In With the New

48Follow the Yellow Brick Road

FEATURES

25How Trustworthy Are You?

26TPC Caption Contest and Results

39Word-A-Ganza

40Convergence Tip of the Week

Festival

50Electronic Signature 101

52Logo Contest

56A Greeting from TPC


Front cover Table of contents Photo caption

page

The end of

each articleAny graphics that have the

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

What could Jesse Byam possibily be thinking about?

Simply email your caption to Jenny at [email protected]. Submissions

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

is two (2) tickets to your local cinema.

Keep it clean folks, because in addition to printing this edition’s winning captions,

we’ll also print all the other entries we receive.

CONTESTTPC Photo Caption


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

Note: This is not the

hidden logo!

Winter 2014 CONTEST

FALL 2013 Location



Adxstudio Inc. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

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

. . . . . . . . . . . . . . . . . . . . . . . . .

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

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

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

. . . . . . . . . . . . . . . .

. . . . . . . . . . . . . . . . . . . . .

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

. . . . . . . . . . . . . . . . . . . . . . . . . .

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

. . . . . . . . . . . . . . . . . . . . . . . . . . .

. . . . . . . . . . . . . . . . . . . . . . . .

. . . . . . . . . . . . . . . . . . . . .

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

. . . . . . . . . . . . . . . . . . . . . . . . .

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

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .18

. . . . . . . . . . . . . . . . . . . . . . . 4

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

ADVERTISER INDEX

The List from The Partner Channel® is your tool for fi nding the solutions available from Microsoft Dynamics® Partners. Review the various industry, horizontal, and

service off erings available and you may just fi nd exactly what you’ve been looking for! The List is unique in that it shares only those solutions and services that

work with the Microsoft Dynamics product line. We want you to spend time using the solution, not looking for it. If you have a product or service that you would

like included on The List, please contact [email protected].

NOTE: The Partner Channel off ers no expressed or implied warranty or guarantee for any of the products included in this directory. Support and quality assurance of these software products and services are solely the responsibility of each Microsoft Dynamics Partner.

*Due to the nature of the “classifi ed” format used for The List, Microsoft Dynamics brand guidelines may not have been followed. We encourage Partners NOT to follow the example we are setting!

Introducing The List MOBILENow you can get The List To Go!

Search for the products and services

you need with the new Mobile version of

The List! Add it to your home screen from:

www.thelistmobile.com or simply

scan the QR code below:

Table of Contents

Industry...................Page 48

Horizontal................Page 55

Services...................Page 69

KEY: Axapta Great Plains Navision Solomon Customer Relationship Management Retail Management System Point of Sale


Data Masons Software

http://www.datamasons.com • 866-575-1631 Vantage Point EDI for Dynamics Data Masons helps companies lever-age EDI into a competitive advantage by providing tight integration with Dynamics, without customizations.

Radley Corporation http://www.radley.com • 248-559-6858 ext. 114 Radley iCARaS - The Complete Automotive EDI Solution OnPremise/InCloud/OnDemand, iCARaS - complete Automotive EDI solution. Prod. Schedule Release Acct, Label Compliance, ASN Generation, Certifi ed Honda Compliance. Ideal for Automotive, Heavy Truck, RV/MC/ATV & more.

Chemicals

BatchMaster Software, Inc. http://www.batchmaster.com/dynamics-gp/capabilities.aspx • 949-583-1646 ext. 226 BatchMaster Manufacturing for Microsoft Dynamics GP BMM GP for formula based manufactur-ers is directly embedded within, not integrated to, MS Dynamics GP. Off ers R&D Lab, Formulation, Costing, QC, Batch Production, Compliance, Scheduling, Planning, Mobile, and more.

Horizons International

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

Vicinity Manufacturing

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

Churches and Ministries

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

Condominium Developers

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

Construction

AXtension http://www.AXtension.com • +3177 323 2622 AXtension Project Cost Control Insight into budget, registration, fore-cast and control of your projects in one single view.

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

Hitachi Solutions America http://us.dynamics.hitachi-solutions.com 888-254-7242 Hitachi Solutions America Hitachi Solutions helps businesses complete with the largest global en-terprises by delivering proven business and IT strategies using powerful and easy to use industry solutions based on Microsoft Dynamics AX and CRM .

WennSoft, Inc. http://www.wennsoft.com 262-821-4100

NEW: Signature Manage installation process. Bid, esti-mate & track project costs.

Consumer Packaged Goods

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

Business Systems Integrators

http://www.BusinessSysInteg.com 866-871-2097 EDI BSI provides superior EDI solutions for AX & GP, both on-premise & SaaS.



Demand Solutions http://www.demandsolutions.com 800-886-3737 Demand Solutions Demand Solutions off ers aff ordable, easy-to-use tools for manufacturers and distributors who want to increase forecast accuracy, improve customer service levels and reduce overall inven-tory to maximize profi ts.

Flintfox International Limited

http://www.fl intfox.com • 404-245-5116 TPM for Dynamics Suite Integrating Trade Promotion Management processes into Dynamics. Sell-side and Buy-side, advanced pricing, planning and execution of deals, promotions, rebates and fees, plus settlement (deductions, claims, payments).

HighJump TrueCommerce EDI

Solutions http://www.highjump.com/truecommerce 888-205-1531 ext. 1 HighJump TrueCommerce EDI Solutions HighJump TrueCommerce EDI makes EDI painless with an end-to-end solution that is easy to use, robust, and aff ord-able. TrueCommerce EDI is a Microsoft Gold Certifi ed Partner and certifi ed for Microsoft Dynamics GP.

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

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

IndustryIN

DU

STR

Y

Agriculture

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

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

Apparel

Junction Solutions http://www.junctionsolutions.com/products-solutions/junctionmcr-multi-channel-retail/ 303-327-8800 JunctionMCR for Multi-Channel Retail End-to-end solution set, available on-premise and on-demand, built into Microsoft Dynamics AX providing fully integrated functionality for customer service, order and inventory manage-ment, across all retail channels.

Lanham Associates http://www.lanhamassoc.com 678-379-4200 ext. 105 EDI EDI your way: In-house control, Collaborative, or Outsourced. Total solution, AS2 and VAN for Lower Cost of Ownership. More documents and users than any other provider for NAV. Great references. Quick startup.

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

Automotive

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




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.

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

Cross Industry Solution

ACOM Solutions, Inc. http://www.acom.com/dynamicsGP 800-347-3638 Integrated Document Management and Process Automation for Dynamics GP Automatically capture, process, route, securely archive and access information directly from Dynamics GP screens.

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

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

Ariett Business Solutions, Inc.

http://www.ariett.com • 781-826-1120 Ariett Purchase to Pay and Travel & Expense Requisition, Purchase Order Management, AP Invoice Automation with Document Manager, Expense Reporting with in-tegrated 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.

Bottomline Technologies

http://www.bottomline.com/Transform_Filer_for_Sharepoint • 866-551-6934 Transform Filer for SharePoint A powerful, easy-to-use and cost-eff ective fi ling and fi nding solution for document management on SharePoint® that manages transactional content by linking documents/records with business applications.

Bottomline Technologies http://www.bottomline.com/transformap_for_sharepoint • 866-551-6934 Transform® AP SharePoint®-based AP invoice automa-tion solution for approvals, document management & reporting plus integration with Microsoft Dynamics. Streamlines AP processes, reduces processing costs, & increases visibility.

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

Business Computers Software, Inc.

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



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

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

eRequester by Paperless

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

EthoTech, Inc. http://www.ethotech.com/commissionplan 678-384-7500 ext. 1 Commission Plan Calculate, pay and track all variable com-pensation, including Sales Commissions, Bonuses, Royalties, Rebates and SPIFFS. Eff ortlessly create and modify commis-sion plans, and then quickly distribute reports by e-mail.

ImageTag, Inc. http://www.imagetag.com • 480-753-9300 KwikTag Document Management & Workfl ow for Dynamics Powerful. Practical. Proven. KwikTag by ImageTag makes document and business process management a real-ity – without breaking your budget.

Integrated Software, Inc. http://www.isiusa.com • 321-984-1986 Request For Quote Create RFQs. Save Vendor responses. Auto-create PO's and Sales Quotes.

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

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

kCentric Technologies Inc

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

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

Liaison Software Corp

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

Panatrack, Inc. http://www.panatrack.com • 262-361-4950 PanatrackerGP Field Sales & Inventory Extend GP to capture sales transactions at the point of activity.

PaperSavePro http://www.PaperSavePro.com • 877-727-3799 PaperSavePro PaperSavePro™ is a Certifi ed for Microsoft Dynamics document management and electronic workfl ow solution that eliminates inherent risks and ineffi cien-cies associated with paper.

Paramount Technologies

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

Professional Advantage http://www.profad.com • 877-897-1209 Company Data Archive (CDA) Easily archive data from your live Dynamics GP company to a historical company. Reduce hardware costs, increase Dynamics GP performance and eliminate clutter in inquires and reports with CDA.

IND

USTR

Y



Solver

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

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

Education

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

Finance/Banking

AssureSign LLC


Professional Advantage http://www.profad.com • 877-897-1209 Collections Management Collections Management for Microsoft Dynamics® GP will boost effi ciency through centralizing contact and col-lection information and automating the collections process.

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

Food and Beverage


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

Appolis http://www.appolis.com • 612-343-0404 WithoutWireTM Warehouse Appolis WithoutWire™ Warehouse Management Solution provides fully integrated traceable lot tracked inven-tory for Manufacturers and Distributors.

Arbela Technologies http://www.arbelatech.com • 949-291-4777 Arbela Technologies With over 200 years of cumulative ERP experience, we have confi gured and tailored Dynamics AX to fi t the specifi c needs of various industries without signifi cant customizations. Gain from Our Experience.

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

AxSource Infotech Inc. http://www.AxSourceInfotech.com 905-854-6059 Dynamics AX for Food & Beverage Process Mfg solution tightly integrated with Traceability, Catch Weight, Formula, Food Safety & Regulatory Compliance. Visit www.AxoLOGIX.com for Real-time WMS & www.AxoQCS.com for automat-ing Food Safety such as GFSI


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

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











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

Metafi le Information Systems, Inc.

http://www.metaviewer.com • 507-286-9232 MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solu-tions by adding integrated scanning, OCR, eInvoicing, workfl ow, and AP/AR Automation.

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

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




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Government


Solver

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

Thomson Reuters, Tax and

Accounting - Government http://ExperienceAumentum.com 866-471-2900 Thomson Reuters Aumentum GRM® is now Aumentum. Providing government revenue management solutions.

Tribridge http://www.tribridge.com/crm311 877-744-1360 Tribridge CRM311® Tribridge CRM311® helps state & local government call centers manage caller inquiries, capture new constituent records, and leverage automated work-fl ows to process requests as effi ciently as possible.

Tribridge http://www.tribridge.com/off endermgt 877-977-8458

NEW: Tribridge Off ender Management Off ender Management, built on Microsoft CRM, provides correctional and public safety institutions a scalable, cost-eff ective tool for managing off enders. Robust reporting and dashboards set this solution apart.

Government Contracting

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

Healthcare

Computer Information Enterprises

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

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

Kronos Incorporated http://www.kronos.com • 800-225-1561 Workforce Central® Suite Seamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources and fi nancial processes.


http://www.paramounttechnologies.com 248-960-0909 WorkPlace for Healthcare Drive down costs, control purchases and manage your materials. Supports single and multi-site facilities. Integrate Requisition through Invoice Automation and Inventory processes. Record items using barcode scanners.

Sierra Workforce Solutions

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

Solver

http://www.solverusa.com/healthcare/ 310-691-5300 Solver BI360 Suite for Healthcare Solver’s BI360 helps healthcare provid-ers better manage their performance through user-friendly planning, bud-geting, reporting, dashboard and data warehouse tools running on a cost-effi cient Microsoft platform.

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

High Tech and Electronics

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

Experlogix, Inc. http://www.experlogix.com 805-504-9729 ext. 712 Experlogix Confi gurator for Microsoft Dynamics CRM & ERP Experlogix Confi gurators meets the demands of today’s competitive mar-ketplace by simplifying the process of selling customized products, accelerat-ing proposal development times and increasing quote-to-order ratios.

Hitachi Solutions America http://us.dynamics.hitachi-solutions.com/ 888-254-7242 Field Service Automation Hitachi Solutions fi eld service automa-tion solution connects your offi ce and fi eld service staff with the information and processes needed to improve fi eld operations productivity and deliver service excellence.

QBD Systems http://www.qbdsys.com • 800-743-9003 Universal PLM Integration Integration w/ PLM s/w incl. Agile, Arena, Aras, Solidworks EPDM & more.

Industrial Equipment



Insurance

AssureSign LLC


Labor Unions

Micro Force http://www.micro-force.com 631-421-1030 ext. 302 LM2 Reporting System for Labor Unions who use GPLM2 MODULE for GP. Comply with LM2 year end reporting while processing GP transactions eff ortlessly. Permits changes to LM2 trxs after posted. Creates the electronic fi le for DOL. Best solution for Unions since 2005.

Life Sciences

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

Maintenance Management

eRPortal Software Group LLC

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

Manufacturing

AIM Computer Solutions, Inc. http://www.aimcom.com • 586-439-0300 AIM Vision Lean, Repetitive and Supply Chain Mgmt. off ering with real time alerts.




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

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AxSource Infotech Inc. http://www.AxSourceInfotech.com 905-854-6059 Dynamics AX for Manufacturing Experts in Discrete & Process integrated to WMS. Visit www.AxoLOGIX.com for Real-time WMS and www.AxoQCS.com for quality, safety & compliance.



AXtension http://www.AXtension.com • +3177 323 2622 AXtension Advanced Production Production insight and control on the shop fl oor.


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.





eNSYNC Solutions, Inc. http://www.ScanWorkX.com • 913-647-8640 ScanWorkX for Dynamics AX Extend Dynamics AX to nearly any mo-bile device. More than 75 standard DAX functions with and without barcoding. Custom transactions available.





Lanham Associates http://www.lanhamassoc.com 678-379-4200 ext. 105 AFP (Advanced Forecasting and Procurement) for 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.





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

Radley Corporation http://www.radley.com/MSDynamicsAX/ 616-554-9060 Radley Barcoding and EDI Solutions Enterprise-class EDI, Barcode Data Collection, Materials Management, across industries worldwide: Barcode Label License Plating, PLC/Machine Integration, Traceability, Asset Mgmt, Inventory Control, Labor Tracking.





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

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

Media and Entertainment

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

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

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

Non-Profit Organizations




http://www.paramounttechnologies.com 248-960-0909 WorkPlace for Non-Profi ts GL Distributions, Budgets, Audit Trails, Requisition & Expense.

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Rentals

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

Retail

Alba Spectrum Corporation http://www.albaspectrum.com • 773-384-9264 Alba360 Matrix Inventory Manage apparel or any inventory iden-tifi ed by groups of attributes. Defi ne items by attribute types & pricing by attribute values. Transaction entry in SOP & POP via attribute grids. Fully compatible with Dynamics GP.


Avalara, Inc.

http://www.avalara.com • 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 lling and remittance solution for Microsoft Dynamics.








Oil and Gas





Joesoftware Inc. http://www.joesoftware.com • 780-990-0220 Remote Inventory Accelerator Web-based self-service application for tracking customer inventory stored at your site.


NEW: Evolution Manage resources, track assets, automate fi eld ticketing, improve cash fl ow.

Pharmaceuticals



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



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

Professional Services




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

Templeton Solutions http://www.templetonsolutions.com561-798-9988

NEW: CRM for Professionals™ and Practice Management for Professionals™CRM solutions that provide the ability to track and leverage client interactions and maximize revenue opportunities. Additional features include: Time & Billing, Analytics, Document Mgmt and Project Mgmt.

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


Property Management

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

Publishing


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Solver

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

Social Services


Software

Corporate Services

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


Staffing/Recruiting

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

Professional Advantage http://www.profad.com • 877-897-1209 1Staff Staffi ng & Recruiting Software 1Staff provides an Front-to-Back solu-tion for the unique needs of the staff -ing industry. 1Staff allows Sales Staff , Recruiters, Payroll and Billing Specialists to all work on the Microsoft Dynamics Platform.

Warehouse Management

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

Accellos, Inc. http://www.accellos.com • 719-433-7000 Accellos One Warehouse Fully-integrated warehouse manage-ment & data-collection for MS Dynamics.

Alba Spectrum Corporation http://www.albaspectrum.com • 773-384-9264 Alba360 WMS Customizable Bar-coding & Warehouse Management System designed for Dynamics GP. Supports PO Receiving, Labeling, Inventory Adjustments, Transfers, Stock Counts, Picking and Shipping.

Appolis http://www.appolis.com • 612-343-0404 WithoutWireTM Warehouse Appolis WithoutWire™ Warehouse Management Solution provides fully integrated traceable lot tracked inven-tory for Manufacturers and Distributors.


AxSource Infotech Inc. http://www.AxSourceInfotech.com 905-854-6059 Dynamics AX Product for Warehouse Management- AxoLOGIX AxSource has built tightly integrated solutions to extend AX functionality to the warehouse for Multiple Units of Measure (UOM), Catch Weight, Traceability, Real-Time Data Management, EDI. Visit www.AxoLOGIX.com.

Blue Moon Industries http://www.bluemoonisv.com • 401-276-9000 Pack and Ship, powered by ShipRush Provides improved workfl ow for your packing station and seamless integra-tion for UPS, FedEx and USPS. Powered by ShipRush (by Z-Firm), this module provides a rich, common user interface across all three carriers.

Blue Moon Industries http://www.bluemoonisv.com • 401-276-9000 Operations Core Help your backoffi ce work more ef-fectively with your warehouse.


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.


WilloWare, Inc. http://www.willoware.com 888-339-4556 ext. 1 CompleteCount Controlled cycle counts in GP using stock tags. Print tags, ensure accuracy, minimize downtime. Now with ExcelLink- export/import to CSV fi les.

Wholesale Trade: Durable Goods


Blue Moon Industries http://www.bluemoonisv.com • 401-276-9000 Chargeback Processing Provides deductions management capability for cash receipts processing.









Wholesale Trade: Non-durable Goods




Analytics


Encore Business Solutions http://www.encorebusiness.com 888-898-4330 ext. 336 Advanced SmartList Enhanced analysis of SmartList data. Ad-hoc reports & queries on the fl y. Sort, fi lter & re-order columns easily. Sum groups of info fast.

Encore Business Solutions http://www.encorebusiness.com 888-898-4330 ext. 336 Project Tracking with Advanced Analytics Streamline your COA’s. Record & report rev, expense & profi t by proj; against budgets; over multiple yrs. Great al-ternate to GP Proj. Acctg.


TARGIT

http://www.targit.com • 813-933-4600 TARGIT Decision Suite TARGIT is the world’s largest Business Intelligence vendor for companies using Microsoft Dynamics NAV or AX, and is recognized by Gartner and BARC for user-friendliness, visualization, and innovation.

Total Dynamics Solutions, LLC

http://www.totaldynamicssolutions.com 612-276-5075 Enterprise Business Management Providing value-added analytical capa-bilities for Microsoft Dynamics.

Application Lifecycle Management

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

Asset Maintenance/MRO/EAM

eRPortal Software Group LLC

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


NEW: Signature Manage asset maintenance, distribution and scheduling for profi table utilization.

Automation

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

Banking

m-hance Inc http://www.m-hance.com • +44 (0)844 264 0932 m-hance Bank Management for Dynamics GP Fully integrated Bank Reconciliation for GP, Import Bank Statements & reconcile direct to GL.

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

Barcode Data Collection

Computer Productivity

Services Inc. http://www.cps.fi nancial.offi celive.com/Inventory.aspx • 905-847-7746 CPS - Wireless Inventory Physical Count State of the Art count and adjust inven-tory by class/site $3500. Ideal for Lot or Serialized Inventory. Also available for fi xed assets.

Computer Productivity

Services Inc. http://www.cps.fi nancial.offi celive.com/BarCode.aspx • 905-847-7746 CPS - Bar Code Label Application for POP, SOP, Inventory and Fixed Assets Generate Labels for an entire transac-tion with a single click. $1500.

Dynamic Manufacturing Solutions

http://www.dynms.com • 780-988-0215

NEW: Time Collection, Warehouse Mobile Data Collection Decision support and barcoded data collection for warehousing, production and time and attendance. Supports all NAV versions and confi gurations.



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

Radley Corporation http://www.radley.com/MSDynamicsAX/ 616-554-9060 Radley Barcoding and EDI Solutions Enterprise-class EDI, Barcode Data Collection, Materials Management, across industries worldwide: Barcode Label License Plating, PLC/Machine Integration, Traceability, Asset Mgmt, Inventory Control, Labor Tracking.

Budgeting

deFacto Global, Inc.

http://www.deFactoGlobal.com 203-894-1789 ext. 221 deFacto Performance Management Premier “All-in-One” Dynamics Financial & Operational Budgeting, Forecasting, Consolidation, Analysis and Reporting, Excel/Web-based. Powerful, Aff ordable.

Dynamic Budgets http://www.dynamicbudgets.com 650-332-6650 Dynamic Budgets Budgeting/forecasting that can be implemented in < 2 hours. We’ve just added budgeting for Analytical Accounting! Features: Export to GP, Payroll, Fixed & Variable Allocations, Multi-company, Sub ledger lookups...

Solver


Solver


Solver


Solver


T3 Information Systems http://www.fullcirclebudget.com • 202-419-5100 Full Circle Budget Simple and fl exible Excel-based bud-geting allowing users to quickly input budget amounts and process them directly into GP or SL. Deploy in only a few hours and save time budgeting.


http://www.totaldynamicssolutions.com 612-276-5075 Enterprise Business Management Web based, interactive, & integrated planning/budgeting for MS Dynamics.

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Business Intelligence

Accountable Software

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

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

Corporate Renaissance Group http://www.crgroup.com • 613-232-4295 Trend Miner An out of the box BI visualization tool for CRM. Trend Miner empowers the user to gain insight into their histori-cal information and visually see data trends. It provides access to all of the users custom entities.




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

Globe Software http://www.globesoftware.com • 701-235-4084 Atlas - Real-time Reporting & Upload into AX from Microsoft Offi ce Using Atlas, you'll see how real-time two way data validation integrates between Offi ce & AX. Improve your productivity with self-suffi cient reporting capabili-ties as well as eliminating the need to rekey data.

Halo Business Intelligence

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

SMB Suite http://www.smbsuite.com • 888-525-6398

NEW: SMB Intelligence Grow smarter and improve effi ciency by integrating all functions of your business, with role-based dashboards, reporting, and forecasting.

Solver


Solver


Solver


Solver


TARGIT



http://www.totaldynamicssolutions.com 612-276-5075 Enterprise Business Management Providing value-added analytical capa-bilities for Microsoft Dynamics.

Business Process Management

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









ReadSoft http://www.readsoft.com • 504-841-0100 ReadSoft Online for Accounts Payable Automation Automate invoice processing by elimi-nating data entry, manual approvals & fi ling with capture, workfl ow & reporting integrated with Dynamics.

Tribridge http://www.concertocloud.com • 877-977-8458 Tribridge Concerto Cloud Services Concerto Cloud off ers Dynamics Solutions as a Service in a private cloud environ-ment. Subscription pricing, dedicated resources, no shared components, and a complete solution customized to fi t unique needs.

Check Printing



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

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Trans-Micro, Inc. http://www.checkfactory.com • 800-749-2335 Check Factory Visual Series v5 for Dynamics GP and SL Check Factory® Visual Series is a MICR check and forms printing software solu-tion designed to completely replace the need to purchase pre-printed checks and forms. Check Factory works inside Dynamics GP and SL.

Commissions


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

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

Communication

m-hance Inc http://www.m-hance.com • +44 (0)844 264 0932 m-hance Social Business Fully integrated Enterprise Social Networking tool for GP, maximise col-laboration & communication.

Compliance

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

AIM Technologies http://www.aim-technologies.com/acadashboard.html • 888-234-0428

NEW: The ACA Dashboard Complete solution for proactive man-agement and reporting for compliance with the Aff ordable Care Act

Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management doc-link electronic document solutions support compliance mandates.

Arbela Technologies http://www.arbelatech.com • 949-291-4777 Arbela Security Manager Arbela’s Security Manager radically sim-plifi es managing and auditing security, and enables you to concentrate more on your investment in Dynamics AX rather than spending countless hours securing it. V2009 and V2012.

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.

m-hance Inc http://www.m-hance.com/sectors/distribution/ • +44 (0) 844 264 0932 Enhanced Vendor Price Management for Dynamics GP A vital link in the distribution supply chain is accurate tracking of vendor pricing. Support decisions in the buy-ing process, reduce admin costs and improve accuracy of cost of sales.

Credit Card/Check Processing


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.

Azox, Inc. http://www.azox.com • 734-928-6010 Credit Card Extension Secure, PCI validated ACH/credit card solution with batch processing and ability to store sensitive data off site with tokenization.

BGE, Inc. http://www.bgeinc.net • 877-656-8800 Green (Account) Payable Most secure account payable via EFT, Multi-level approval, remittance info, email notifi cation. Support JPM format, Integrate seamlessly with GP.

Blue Moon Industries http://www.bluemoonisv.com • 401-276-9000 Credit Card Payments, powered by Mercury® Provides credit card processing for Sales Order Processing and Cash Receipts. Seamlessly integrated w/ Mercury Payment Systems with no 3rd party gateways. Support for pre-auth, sale/capture, adjust, void, & return.

BluePay, Inc. http://www.bluepay.com • 630-300-2368 Credit Card Processing Single Source Provider: GP Plug-in/payment gateway/merchant account for processing for credit cards & checks.

ChargeLogic http://www.chargelogic.com • 877-292-2520 ChargeLogic Payments Leading PCI validated credit card & payment processing solution for NAV.

Integrated Software, Inc. http://www.isiusa.com • 321-984-1986 Credit Card Authorization PCI validated. Token-based system eliminates need to store sensitive credit card data. Handles all your credit card processing needs. Seemlessly integrated with Sales Order Processing and Cash Receipts.

Integrated Software, Inc. http://www.isiusa.com • 321-984-1986 Check Processing Electronic Check Processing integrated with SOP and Cash Receipts.

Nodus Technologies, Inc. http://www.nodus.com • 909-482-4701 Credit Card Advantage Our ePayment solution will simplify your payment acceptance process & reconciliation, reduce credit card fees & fulfi ll PCI requirements.

Nodus Technologies, Inc. http://www.nodus.com • 909-482-4701

NEW: CRM Charge Our secure ePayment solution will simplify credit card and eCheck pro-cessing, reduce credit card fees & help fulfi ll PCI requirements for CRM online and on premise.

Customer Relationship Management


eBridge Connections

http://www.ebridgeconnections.com 800-755-6921 eBridge for CRM eBridge platform to seamlessly integrate customer and opportunity data.



NEW: SMB Sales Improve the productivity of your sales team with SMB Sales. Manage all of your accounts, contacts, & forecasting with powerful dashboards that are fully integrated with Microsoft Outlook.


Visionary Software

Consulting, Inc. http://www.crm-rules.com • 877-276-1942 CRM Rules! for Microsoft Dynamics CRM 2011 Easily customize complex CRM dynamic forms without knowing JavaScript.



Data Integration

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

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

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


eBridge Connections

http://www.ebridgeconnections.com 800-755-6921 eBridge Integration Solution The leading cloud integration platform for EDI, webstore, CRM systems.

Encore Business Solutions http://www.encorebusiness.com 888-898-4330 ext. 336 Project Tracking with Advanced Analytics Streamline your COA’s. Record & report rev, expense & profi t by proj; against budgets; over multiple yrs. Great al-ternate to GP Proj. Acctg.


Data Management



Distribution


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



AXtension http://www.AXtension.com • +3177 323 2622 AXtension Kitting Multiple items dynamically combined into one product.

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.

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.


Blue Moon Industries http://www.bluemoonisv.com • 401-276-9000 SOP Auto Invoice Adds automatic sales order transfer, invoice printing & posting to SOP.


Blue Moon Industries http://www.bluemoonisv.com • 401-276-9000 Advanced BOM Ability to associate sale order/assem-bly & purchase order/assembly and disassembly.

Blue Moon Industries http://www.bluemoonisv.com • 401-276-9000 Container Management Enter manifests, receive FOB, track goods in transit.

Blue Moon Industries http://www.bluemoonisv.com • 401-276-9000 Chargeback Processing Provides deductions management capability for cash receipts processing.

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


m-hance Inc http://www.m-hance.com/sectors/distribution/ • +44 (0) 844 264 0932 Trade Counter for Dynamics GP For those companies who off er a self collection service or a cash sales counter in addition to delivered trade there is often a need to enter orders and take payment at their premises or warehouse.

m-hance Inc http://www.m-hance.com/sectors/distribution/ • +44 (0) 844 264 0932 Vehicle Load Planning for Dynamics GP Plan deliveries using routes, product weights and vehicle capacities.

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




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Document Management

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



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


http://www.ariett.com • 781-826-1120 Ariett AP Invoice Automation & Document Manager AP Invoice Automation, Document Manager, Intercompany Processing, 1099, Cloud Box4Dox AP Invoice Automation Service, WennSoft, Olympic Project, MEM.

AXtension http://www.AXtension.com • +3177 323 2622 AXtension Enterprise Content Management Optimized use of tagged documents in your critical business processes.







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.




MaxxVault LLC http://www.maxxvault.com/MaxxDynamics.html • 516-880-6800

NEW: MaxxVault MaxxDynamics, from MaxxVault LLC, provides a direct link between Microsoft Dynamics GP, AX, SL and NAV ERP systems and the MaxxVault document management repository. Integrated document management and workfl ow.




E-commerce

Avalara, Inc.


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

ChargeLogic http://www.chargelogic.com • 877-292-2520 ChargeLogic Connect Easy ecommerce integration w/ NAV. PCI-compliant cloud payment solution.

Computer Pundits Corporation

http://www.eCommerce21.com • 888-786-3487 eCommerce21® Patented B2B and B2C database driven eCommerce, fully integrated with Dynamics, for automated production of Web Storefront with intuitive navigation, SEO and full Shopping Cart for easier sales from your website.

eBridge Connections

http://www.ebridgeconnections.com 800-755-6921 eBridge for eCommerce Integration with all webstores incl. Amazon, Magento, BigCommerce, eBay+



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


NEW: SMB eCommerce Take your business online with SMB e-Commerce. Create web storefronts, track and manage the customer buy-ing experience, and accurately process transactions, which are fully integrated with SMB Suite solutions.

EDI

AIM Computer Solutions, Inc.

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

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





eBridge Connections

http://www.ebridgeconnections.com 800-755-6921 eBridge for EDI Web EDI solution eliminates transac-tion fees – over 1000 trading partners.


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.

Isis, Inc. http://www.isissoftware.com/enha/isis_sl_expanded_master_info.aspx • 804-762-4200 401K Data Interchange Transmit your 401K collection data from Payroll electronically to your investment bank.

Isis, Inc. http://www.isissoftware.com/enha/isis_sl_positive_pay.aspx • 804-762-4200 Positive Pay Perform Positive Pay from Accounts Payable and Payroll to your issuing bank.

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.

Lanham Associates http://www.lanhamassoc.com 678-379-4200 ext. 105 EDI VAN Lanham can be your one EDI stop, but we won’t lock you in. Full function. Fair Price.

Radley Corporation http://www.radley.com • 248-559-6858 ext. 114 Radley iCARaS - The Complete Automotive EDI Solution OnPremise/InCloud/OnDemand, iCARaS - complete Automotive EDI solution. Prod. Schedule Release Acct, Label Compliance, ASN Generation, Certifi ed Honda Compliance. Ideal for Automotive, Heavy Truck, RV/MC/ATV & more.


Electronic Document Delivery (Email)/Faxing

ACOM Solutions, Inc. http://www.acom.com/dynamicsGP 800-347-3638 Integrated Document Management and Process Automation for Dynamics GP Automatically capture, route, deliver, archive and securely access information directly from Dynamics GP screens and via Web Browser.






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

Electronic Signatures

AssureSign LLC


Expense Solutions

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





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.



Joesoftware Inc. http://www.joesoftware.com • 780-990-0220 Spencer Easy, confi gurable, web-based expense tracking system. Seamlessly drive Payables or Project Accounting. Credit card inte-gration, workfl ow, multi-currency, VAT support, electronic receipts and more.


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

Field Service Management

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.

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Rimrock Corporation http://www.fi eldboss.com 416-256-4995 ext. 221 FieldBoss - Field Service. Simplifi ed. Automates workfl ow for fi eld service companies. Increase effi ciency and reduce operating costs while improving the level of customer service.


NEW: Signature Innovative fi eld service solutions stream-line operations from sales to the fi eld to accounting.

Financial Services

ICAN Software Corporation http://www.icansoftware.com • 253-777-0708 Investment Assets Unrealized and realized gains/losses, amortization, interest accruals, track portfolios and percent of ownership by multiple entities.

Fixed Assets

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

General Ledger

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

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

Alba Spectrum Corporation http://www.albaspectrum.com • 773-384-9264 Alba360 Advanced Quick Journals Allows intercompany and multicur-rency transactions to be included in GL Quick Journals.

Alba Spectrum Corporation http://www.albaspectrum.com • 773-384-9264 Alba360 Financial Utilities Cross-Company control of segment & account descriptions; Historical Journal Entry to any closed year; Advanced Customer Merge (see separate entry).

Alba Spectrum Corporation http://www.albaspectrum.com • 773-384-9264 Alba360 Advanced Customer Merge Customer merge utility designed for large databases. Provisional merge selects, reviews & approves customers to merge. Final merge transfers data to the primary customer. Can update third party tables.

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

Infi nia Integrator http://www.ExcelIntegrator.com • 260-485-0665 Infi nia Integrator GL Allow users to Copy-Paste-Import journal entries from Excel to Dynamics.

HR Management

Corporate Renaissance Group

http://www.crgroup.com • 613-232-4295 emPerform emPerform is an 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.

HR Services Inc. http://www.mystaffi ngpro.com • 800-939-2462 myStaffi ngPro Applicant Tracking System Recruiting software to qualify applicants, track jobs, and select hires.

Integrity Data http://www.integrity-data.com 217-732-3737 ext. 0203 HR & Payroll Enhancements for Dynamics GP Proven solutions for US HR & Payroll including leave management, budgeting and managing FTE’s, and more!




Professional Advantage http://www.profad.com • 877-897-1209 1Staff Staffi ng & Recruiting Software 1Staff provides an Front-to-Back solu-tion for the unique needs of the staff -ing industry. 1Staff allows Sales Staff , Recruiters, Payroll and Billing Specialists to all work on the Microsoft Dynamics Platform.


NEW: SMB HR & Payroll Consolidate all HR information and systems with SMB HR & Payroll, including employee and benefi ts administration, employee self- service, payroll, and tax compliance.

Inter-company Processing

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

Infi nia Integrator http://www.ExcelIntegrator.com • 260-485-0665

NEW: Infi nia Integrator MEM Copy & paste GP intercompany trans-actions or Binary Stream MEM from Excel to GP.

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

Inventory Enhancement

Blue Moon Industries http://www.bluemoonisv.com • 401-276-9000 Quality Count Provides the most robust and complete physical inventory functionality.


m-hance Inc http://www.m-hance.com/sectors/distribution/ +44 (0) 844 264 0932 Extended Pricing & Enhancements for Dynamics GP Import and export pricing data, allow for customer specifi c pricing and load new customer deals.

m-hance Inc http://www.m-hance.com/sectors/distribution/ +44 (0) 844 264 0932 Catchweights for Dynamics GP Provides catchweight functionality in sales, purchasing and inventory.

Northlake Partners http://www.TheNorthlakePartners.com 425-773-9606 BluWare - Item Management Manage catch-weight items & show all qty's & UOM's for units, weight & price on each transaction. Setup unlimited attributes & set rules by Item Class. Other properties include: Inactivate, UPC, GTIN & many more.


WilloWare, Inc. http://www.willoware.com 888-339-4556 ext. 1 CompleteCount Controlled cycle counts in GP using stock tags. Print tags, ensure accu-racy, minimize downtime. Now with ExcelLink- export/import to CSV fi les.

Inventory Management

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

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Alba Spectrum Corporation http://www.albaspectrum.com • 773-384-9264 Alba360 Matrix Inventory Manage apparel or any inventory iden-tifi ed by groups of attributes. Defi ne items by attribute types & pricing by attribute values. Transaction entry in SOP & POP via attribute grids. Fully compatible with Dynamics GP.

Alba Spectrum Corporation http://www.albaspectrum.com • 773-384-9264 Alba360 Kit Quantity Editor Allows Kit quantities to be edited during Order Entry without having to delete and re-enter the line item.

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


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 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.

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.

m-hance Inc http://www.m-hance.com/software-usa/inventory-m-hancements/ • 617-401-3341

NEW: Inventory m-hancements - Reserved Stock See our website for more details.


NEW: Inventory m-hancements Please see our website for more details.


NEW: Inventory m-hancements purchase - retrospective discounts Please see our website for more details.

m-hance Inc http://www.m-hance.com/software-usa/telesales-m-hancements/ • 617-401-3341

NEW: Sales Connect Puts key sales information about products and availability at the fi ngertips of your sales person whilst in the fi eld - provided on mobile and tablet.

m-hance Inc http://www.m-hance.com/sectors/distribution/ +44 (0) 844 264 0932 Inter-site Transfers for Dynamics GP Control and automate re-distribution of stock from a central warehouse to depots or adhoc movements from one site to another.

m-hance Inc http://www.m-hance.com/sectors/distribution/ +44 (0) 844 264 0932 Unit of Measure Management for Dynamics GP Users need to look at sales performance in one consolidating unit, perhaps ton-nage, litres or cases; regardless of how products come packaged; by the pallet, case, carton or individually.

m-hance Inc http://www.m-hance.com/sectors/distribution/ +44 (0) 844 264 0932 Advanced Inventory Replenishment for Dynamics GP Eff ectively balance inventory investment and customer service levels. Reduce stock, improve customer service and reduce admin.



Invoicing Enhancement

AXtension http://www.AXtension.com • +3177 323 2622 AXtension Invoice Processing Optimized accounts payable invoice processing.

Azox, Inc. http://www.azox.com • 734-928-6010 Online Bill Pay Bundle View, print and pay invoices by ACH or credit card securely from a website with real time fund recognition.


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

Encore Business Solutions http://www.encorebusiness.com 888-898-4330 ext. 336 Subscription Billing (formerly called Recurring Contract Billing) Automates & manages cyclical & sub-scription based billings.

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

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

Nodus Technologies, Inc. http://www.nodus.com • 909-482-4701 ePay Advantage – Online Bill Pay Improve cash fl ow, automate A/R with the latest in online bill payment technol-ogy that is seamlessly integrated with Dynamics GP. Also provides an online solution to automate your recurring billing cycles.

ReadSoft http://www.readsoft.com • 504-841-0100 ReadSoft Online for Accounts Payable Automation Automate invoice processing by elimi-nating data entry, manual approvals & fi ling with capture, workfl ow & reporting integrated with Dynamics.

Job Costing





NEW: Signature Manage costs by closely tracking all components of a project - labor, materi-als, equipment, etc.

Labeling

Lanham Associates http://www.lanhamassoc.com 678-379-4200 ext. 105 E-Ship Label Formatter Formats customized and carrier labels inside the shipping system.

WilloWare, Inc. http://www.willoware.com • 888-339-4556 ext. 1 LabelLink Print to barcode label printers from inside GP. Unlimited label formats.

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Manufacturing Enhancement





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

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

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

Marketing Automation

CoreMotives, a Silverpop company

http://www.coremotives.com • 770-916-6485 CoreMotives Marketing Suite Marketing power for 1,600+ companies using Microsoft Dynamics CRM: Email marketing, Lead scoring, Web track-ing, Event management, Web forms, Surveys, and Nurture marketing – all native within your CRM.

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

Mobility

2B Solutions, Inc http://2bsolutions.net/mobilecrm/ 866-408-9991 Mobile CRM Field Sales/Service, Camera/Barcoding, Quotes, WMS, Inventory/Order Mngt.


Multi-Entity Management

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

NAV and CRM Integration

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

Payables Enhancement

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

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








DynamicPoint http://www.dynamicpoint.com/products/invoice_automation.aspx • 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.



Infi nia Integrator http://www.ExcelIntegrator.com • 260-485-0665 Infi nia Integrator AP Allow users to Copy-Paste-Import AP transactions from Excel to Dynamics.

Isis, Inc. http://www.isissoftware.com/enha/isis_sl_apar_refunds.aspx • 804-762-4200 AP-AR Refunds Save time by generating refunds be-tween Accounts Payable and Accounts Receivable or bring balances to zero.


KTL Solutions, Inc. http://www.ktlsolutions.com • 866-960-0001 KTL FastAP Brings distribution window and pay-ment terms directly to the 1st screen.


http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger EFT Batch email & fax EFT Remittances to Vendors pref. Archive internal copy.

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



Lanham Associates http://www.lanhamassoc.com 678-379-4200 ext. 105 AFP (Advanced Forecasting and Procurement) for Distribution Best fi t forecasting & multi-site replen-ishment solution with DRP, collabora-tion, promotions, drill down visibility & multiple rollup views.


http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger EFT Batch email & fax EFT Remittances to Vendors pref. Archive internal copy.


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

ReQlogic http://www.reqlogic.com • 650-235-1925 ext. 5 ReQlogic ReQlogic is a browser-based employee productivity suite that provides solu-tions for eProcurement, requisitions, vendor invoices, expense reports and advanced workfl ow.

Product Lifecycle Management

QBD Systems http://www.qbdsys.com • 800-743-9003 Universal PLM Integration Integration w/ PLM s/w incl. Agile, Arena, Aras, Solidworks EPDM & more.


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



Portals

Adxstudio Inc. http://www.adxstudio.com • 800-508-7811 Adxstudio Portals Supercharge Dynamics CRM into a web-based sales, service, support and social platform with confi gurable, mobile-ready portal apps perfect for retail customer care & government 311 solutions. For CRM 2013 & 2011.

DynamicPoint http://www.dynamicpoint.com • 562-726-4396 Employee, Vendor & Customer Portals Integrated with Microsoft Dynamics Extend crucial Microsoft Dynamics data with custom SharePoint Portals.


Procurement Management

Alba Spectrum Corporation http://www.albaspectrum.com • 773-384-9264 Alba360 Requisition Management Flexible, cost-eff ective, based on Alba360 Advance Workfl ow. Includes req requests, confi gurable multi-level/parallel approv-als, PO release to Vendor, PO receipts, Visual Designer and Mgmt console. GP, web & mobile.


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

Infi nia Integrator http://www.ExcelIntegrator.com • 260-485-0665 Infi nia Integrator PR Allow users to Copy-Paste-Import Payroll trans from Excel to Dynamics.

Integrity Data http://www.integrity-data.com 217-732-3737 ext. 0203 Payroll Enhancements for Dynamics GP Proven solutions for US Payroll including leave management, automatic e-mailing of direct deposit statements and W-2‘s, managing complex payroll posting requirements/corrections, confi guring overtime rules and more!

Isis, Inc. http://www.isissoftware.com/enha/isis_sl_expanded_master_info.aspx • 804-762-4200 401K Data Interchange Transmit your 401K collection data from Payroll electronically to your investment bank.



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

KTL Solutions, Inc. http://www.ktlsolutions.com • 866-960-0001 KTL PR Security Allows you to restrict access to employee info based off of user ID.

KTL Solutions, Inc. http://www.ktlsolutions.com • 866-960-0001 Pay Stubs Online A web-based app that provides em-ployees online access to their pay stubs. Employees can be notifi ed through email when their pay stub is available online. Confi guration tool allows control to information.



m-hance Inc http://www.m-hance.com • +44(0)844 264 0932 eInvoicing for Dynamics GP Fully integrated AP eInvoicing for GP, removes paper & scanning process.

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

ReQlogic http://www.reqlogic.com • 650-235-1925 ext. 5 ReQlogic ReQlogic is a browser-based employee productivity suite that provides solu-tions for eProcurement, requisitions, vendor invoices, expense reports and advanced workfl ow.

Trans-Micro, Inc. http://www.checkfactory.com • 800-749-2335 Check Factory Visual Series v5 for Dynamics GP and SL Check Factory® Visual Series is a MICR check and forms printing software solu-tion designed to completely replace the need to purchase pre-printed checks and forms. Check Factory works inside Dynamics GP and SL.

Payroll Enhancement

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

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Project Accounting

Encore Business Solutions http://www.encorebusiness.com 888-898-4330 ext. 336 Project Tracking with Advanced Analytics Streamline your COA’s. Record & report rev, expense & profi t by proj; against budgets; over multiple yrs. Great alternate to GP Proj. Acctg.


Purchase Order Processing Enhancement

Alba Spectrum Corporation http://www.albaspectrum.com • 773-384-9264 Alba360 Requisition Management Flexible, cost-eff ective, based on Alba360 Advance Workfl ow. Includes req requests, confi gurable multi-level/parallel approvals, PO release to Vendor, PO receipts, Visual Designer and Mgmt console. GP, web & mobile.



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

Blue Moon Industries http://www.bluemoonisv.com • 401-276-9000 Container Management Enter manifests, receive FOB, track goods in transit.

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



ICAN Software Corporation http://www.icansoftware.com • 253-777-0708 Vendor Price Matrix Vendor specifi c unit costing for pur-chase orders.





http://www.paramounttechnologies.com 248-960-0909 WorkPlace Requisition and Purchasing Includes PunchOut, Check Request, Budget Compliance, RFQ, Requisition, PO Generation, Receiving, Invoice Matching & Vendor Contract Compliance.

WilloWare, Inc. http://www.willoware.com • 888-339-4556 ext. 1 Blanket PO Blanket PO adds an unlimited number of control lines to one PO.

Quality Control



Receivables Enhancement

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


ICAN Software Corporation http://www.icansoftware.com • 253-777-0708 Mass Apply Receivables Mass apply range of customers & dates with specifi c apply or auto apply.

Infi nia Integrator http://www.ExcelIntegrator.com • 260-485-0665 Infi nia Integrator AR Allow users to Copy-Paste-Import AR transactions from Excel to Dynamics.



Nodus Technologies, Inc. http://www.nodus.com • 909-482-4701 ePay Advantage – Online Bill Pay Improve cash fl ow, automate A/R with the latest in online bill payment technol-ogy that is seamlessly integrated with Dynamics GP. Also provides an online solution to automate your recurring billing cycles.

Stanley Stuart Yoff ee &

Hendrix, Inc. http://www.ssyh.com/products/ssyh-add-ons/national-accounts/ • 407-660-0059 National Accounts for Microsoft Dynamics SL Easily track & apply payments for customer parent/child relationships.

Stanley Stuart Yoff ee &

Hendrix, Inc. http://www.ssyh.com/products/ssyh-add-ons/ar-collections-manager/ • 407-660-0059 AR Collections Manager for Microsoft Dynamics SL Automates time-consuming collection activities and improves cash fl ow.

Reconciliation

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 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 RECEIVABLES - Payment Matching Software Receivables handles complex incoming payments your ERP system can't match. By using three information sources - the payment fi le, open invoices and the customer register - the system matches all incoming payments.

Isis, Inc. http://www.isissoftware.com/enha/isis_sl_cash_basis.aspx • 804-762-4200 Cash Basis Accounting Report Financial GL data on both the Accrual Basis and Cash Basis.

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m-hance Inc http://www.m-hance.com • +44 (0)844 264 0932 The Reconciler for AR and AP The automated reconciliation tool for highlighting the cause of imbalances between the AR or AP modules & the GL Control Accounts.

m-hance Inc http://www.m-hance.com • +44(0)844 264 0932 Reconciler for Inventory Automatic reconciliation of transactions generated through the Inventory module to the Inventory Control Accounts in Microsoft Dynamics GP.

Reporting

Accountable Software

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

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




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



KTL Solutions, Inc. http://www.ktlsolutions.com • 866-960-0001 Crystal Converter Converts Crystal Reports to SQL report-ing services RDL.

Solver


Solver


Solver


Solver


TARGIT


Total Dynamics Solutions,

LLC http://www.totaldynamicssolutions.com 612-276-5075 Enterprise Business Management Providing value-added analytical capa-bilities for Microsoft Dynamics.

Royalty



Northlake Partners http://www.TheNorthlakePartners.com 425-773-9606 BluWare - Promotions & Rebates Automate Promotions, Rebates, & Royalties. Include as SO line items or accruals. Establish rules by date & customer and price items by UOM or %.

Sales Order Processing Enhancement

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


Blue Moon Industries http://www.bluemoonisv.com • 401-276-9000 SOP Auto Invoice Adds automatic sales order transfer, invoice printing & posting to SOP.




EthoTech, Inc. http://www.ethotech.com/commissionplan • 678-384-7500 ext. 1 Commission Plan Calculate, pay and track all variable com-pensation, including Sales Commissions, Bonuses, Royalties, Rebates and SPIFFS. Eff ortlessly create and modify commis-sion plans, and then quickly distribute reports by e-mail.


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

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NEW: Telesales m-hancements sales retrospective discounts See our website for more details.




NEW: Telesales m-hancements Price Negotiation Please see our website for details.


NEW: Telesales m-hancements - Additional Charges Please see our website for more details.


NEW: Telesales m-hancements - catalogue based sales Please see our website for more details.


NEW: Telesales m-hancements customer call scheduling Please see our website for more details.


NEW: Telesales m-hancements - customer templates Please see our website for more details.


NEW: Telesales m-hancements - Item Life Cycle Management Please see our website for more details.


NEW: Telesales m-hancements - Linked Item Selling Please see our website for more details.


NEW: Telesales m-hancements See our website for more details.

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


Security

Arbela Technologies http://www.arbelatech.com • 949-291-4777 Arbela Security Manager Arbela’s Security Manager radically sim-plifi es managing and auditing security, and enables you to concentrate more on your investment in Dynamics AX rather than spending countless hours securing it. V2009 and V2012.


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.


http://www.gofastpath.com 515-276-1779 ext. 410 Fastpath Confi g AD - Active Directory integration tool Simplify Dynamics GP, AX or CRM user provisioning with Active Directory. Single interface for managing Dynamics users improving security, saving time and money. GP solution off ers Single Sign on functionality.

KTL Solutions, Inc. http://www.ktlsolutions.com • 866-960-0001 KTL PR Security Allows you to restrict access to employee info based off of user ID.

Shipping/Manifesting


ChargeLogic http://www.chargelogic.com • 877-292-2520

NEW: ChargeLogic Shipping Intelligent, easy shipping for NAV. Accurate rate quotes and tracking.

Lanham Associates http://www.lanhamassoc.com 678-379-4200 ext. 105 E-Ship Shipping from sales order through manifest. Package carriers available.

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


V-Technologies, LLC http://www.shipgear.com • 800-462-4016 ShipGear for UPS WorldShip and FedEx Ship Manager Access Dynamics GP sales transactions within UPS WorldShip and/or FedEx Ship Manager and automatically up-date freight charges and tracking info.

Supply Chain Management


AIM Computer Solutions, Inc.

http://www.aimcom.com • 586-439-0300 AIM Vision Synchronize EDI, material requirements, lead times & supplier purchases.


Arkieva http://www.arkieva.com • 302-738-9215 (APS) Advanced Planning and Scheduling An integrated solution set that fully supports an organization’s Sales and Operations Planning needs. Modules include Demand & Supply Planner, S&OP, Single & Multi-Echelon Inventory Analyzer and Finite Scheduler.






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System Enhancement

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

DynamicsDownloads

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


Isis, Inc. http://www.isissoftware.com/enha/isis_sl_expanded_master_info.aspx • 804-762-4200 Expanded Master Information Easily add more user fi elds for Vendors, Customers, Employees, Inventory, & Projects.





Tax

Avalara, Inc.


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

Kamp-Data, Inc. http://www.kampdata.com • 702-948-6554 KampData TaxEngine Manage & report nationwide sales & use taxes from any application.

Kamp-Data, Inc. http://www.kampdata.com • 702-948-6554 DynamicZip Manage & report nationwide sales and use taxes from within GP.

Time and Attendance



Joesoftware Inc. http://www.joesoftware.com • 780-990-0220 Penny Web-based timesheets, employee/manager self-service for CAD payroll.

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




Trade Promotion Management




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

Workflow / Notifications

Alba Spectrum Corporation http://www.albaspectrum.com • 773-384-9264 Alba360 Advanced Workfl ow Incl. web-based Visual Designer, rules engine, simple doc mgmt., web-based data entry and workfl ow manager. Very customizable, integrated with GP, Apple, Android and link to other apps. Call re Proof of Concept off er .



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.

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.NET Development

Alba Spectrum Corporation http://www.albaspectrum.com • 773-384-9264 Alba Spectrum Corporation We specialize in Customization and Integration solutions for Dynamics GP using Dexterity, .NET based & the Alba360 Advanced Workfl ow system.

Isis, Inc. http://www.isisinc.com • 804-762-4200 Isis .NET Development Isis provides cost eff ective outsourced .NET development (C#, VB.NET, ASP.NET, C++) to our partners and customers worldwide at reduced rates as low as $20 per hour depending on project size and skill set required!


Application Service Provider/Hosting


Myappsanywhere by NetStandard

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

Njevity, Inc. http://www.njevitytogo.com/partner 720-870-9700 NjevityToGo White Label “Cloud Business in a Box™” Cloud & Hosting Services for Dynamics Partners Don’t sell THEIR ERP Cloud, sell YOUR ERP Cloud, YOUR Brand. With our Cloud Services Program—YOU own the customer, YOU handle the billing, YOU make BIG $ for the entire contract. WE make YOU look like a Cloud Expert!

Rose Business Solutions, Inc

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

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

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.

Closing Sales

InsideView http://www.insideview.com/microsoft 415-728-9300 InsideView InsideView: 2013 CODiE™ for Best Sales & Marketing Intelligence Solution.

Cloud Computing


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.


NEW: MaxxVault MaxxDynamics, from MaxxVault LLC, provides a direct link between Microsoft Dynamics GP, AX, SL and NAV ERP systems and the MaxxVault document manage-ment repository. Integrated document management and workfl ow.

Services

SERV

ICES


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.








Njevity, Inc. http://www.njevitytogo.com/partner 720-870-9700 NjevityToGo White Label “Cloud Business in a Box™” Cloud & Hosting Services for Dynamics Partners Don’t sell THEIR ERP Cloud, sell YOUR ERP Cloud, YOUR Brand. With our Cloud Services Program—YOU own the customer, YOU handle the billing, YOU make BIG $ for the entire contract. WE make YOU look like a Cloud Expert!

Reviora http://www.reviora.com • 813-344-1600 Cloud ERP hosting Cloud hosting for Dynamics ERP/CRM. Enterprise-class delivery

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


NEW: SMB Suite Grow smarter with SMB Suite’s fully-integrated Microsoft Cloud ERP, CRM, and eCommerce solutions for small and mid-sized businesses.


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


Blue Moon Industries http://www.bluemoonisv.com • 401-276-9000 Custom Development Services Fixed prices & over 10 years of experi-ence in custom development work.

Isis, Inc. http://www.isisinc.com • 804-762-4200 Isis Custom Development Isis provides cost eff ective outsourced custom development (C#, VB.NET, ASP.NET, C++) to our partners and custom-ers worldwide at reduced rates as low as $20 per hour depending on project size and skill set required!

KTL Solutions, Inc. http://www.ktlsolutions.com • 866-960-0001 Custom Development We are a certifi ed .Net and Dexterity development group with over 15 years experience. Provide us with your requirements for a free estimate.



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

Data Services


Demand Generation

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

Dexterity Development




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


Email Marketing

The Partner Marketing Group

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

HR & Payroll Implementation & Consulting

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



Implementation Services





Managed Services

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

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Market Research

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

Marketing Planning & Services

Looking Glass Marketing

http://www.lookingglassmarketing.com 614-453-5927 Cost-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.


http://www.thepartnermarketinggroup.com 605-574-9432 Microsoft Approved Vendor for Dynamics Marketing Consulting From strategic marketing plan develop-ment to the critical daily execution, this Microsoft experienced team can help fi ll your sales pipeline.

Tornado Marketing, Inc.

http://www.tornado-marketing.com 608-213-0377 Marketing Consulting Tornado Marketing off ers high-impact, highly eff ective marketing consulting. 10+ years in the channel. Websites. SEO. Copywriting.

Member Organizations

Dynamic Communities

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

OnDemand Trials

Rose Business Solutions, Inc

http://www.goERPcloud.com • 855-ERP-CLOUD ERP Cloud Trials Test drive preconfi gured Microsoft Dynamics AX, GP, NAV, and CRM demo environments with integrated ISV solu-tions built for the web. goERPcloud trials help users understand the power of Dynamics and the cloud.

Partner Support Service

Plumbline Consulting, LLC.

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

Sales Tax Management Service

Avalara, Inc.


SharePoint Development

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

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

Social Media


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!

Software Development Consulting

Isis, Inc. http://www.isisinc.com • 804-762-4200 Isis Consulting Isis provides cost eff ective outsourced software consulting to design, build, & test the software your clients need worldwide at reduced rates as low as $20 per hour depending on project size and skill set required!


Training

Accolade Publications, Inc.

http://www.accoladepublications.com 321-206-4690 Training Manuals User and Training Manuals for MS Dynamics GP, AX, SL, NAV, and CRM. Professionally Written--User Readable from Your Dynamics Education Experts.

Martin & Associates http://www.martinandassoc.com 513-772-7284 ext. 118 GP, CRM, and Management Reporter Training Hands on training at our Cincinnati location. GP classes include Financials & Supply Chain. CRM classes are Sales Management & Marketing Automation. We also off er Management Reporter classes. See website for details.

Upgrades



Writing/Documentation Services

All Abuzz, LLC http://www.allabuzz.net • 303-956-9677 All Abuzz Business Writing & Marketing Sales Literature, Web Content & Consulting. Bring in new business with powerful, eff ective, copy. Together, we'll make your words work!


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.



Get Your Hands On The List To Go!Keep an up-to-date list of Microsoft Dynamics

products and services in your pocket anywhere

you go. Add The List: Mobile to your mobile

device from www.thelistmobile.com

Search by company name, keyword, or fi lter

by Microsoft Dynamics product line to fi nd

the products you need.

WINTER 2014 ISSUE RECAP

LEADERSHIP » If you have 50 employees and each employee wastes 22 hours a week, then in a 50-week year

(excluding two weeks of vacation time), each employee wastes 1,100 hours per year. That is

55,000 hours a year. If you pay your employees an average of $50,000 a year or $25 per hour,

that is $1,375,000 of unproductive payroll cost. What could you do with an extra million this

year? (from “You Only Get Three Meetings This Week...Use Them Wisely!”, page 28)

» The only way to stop the glut of meetings is for each of us to take action. When you realize

you’re in a meeting that doesn’t have a clear objective or is comprised of too many or not

the right people, you need to say something…and then politely exit. When you get meeting

requests that you can’t fit into your days or weeks without multi-tasking, you need to politely

decline. Every time you’re drafting a meeting invitation, you need to review the guidelines

above, and then happily delete it without saving or sending. (from “Is the Best Meeting a Cancelled Meeting”, page 40)

SALES » It is my practice to let deals close naturally and at their own pace. Forcing deals to close early

with artificial sales incentives steals money from yourself that you can never recover. How

much money do we steal from the ERP ecosystem on an annual basis like this? I bet it is a big

number. (from “The Bagel Call”, page 16)

» Have the guts to INTERRUPT even if you’re talking over that person for a good minute, and

always have a backup option for MUTING attendees or remember to mute your own phone

when on calls with more than one other person. (from “Meetings: the Good, the Bad, the Ugly”, page 32)

MARKETING » Every external PowerPoint delivered by your company – via webinars or events, or as

proposals or credentials – is a direct reflection on your company and your brand. (from “Marketing to the Rescue”, page 20)

» “The easiest way to get what you want is by helping people get what they want.”

- Dan Kennedy (from “Inspired Marketing”, page 34)

CELEBRATING BABIES IN THE PARTNER COMMUNITYIt was a baby-filled fall for 50% of the team at The Partner Channel.

» Congratulations to Jasmine McNellis and her husband, Sean, on

the birth of their second child, Shannon.

» Congrats also to Bethany Foyt and her husband, Eric, on the

birth of their second daughter, Madilynn.

» Are you expecting a new addition to your family? Please let us

know as we have a special gift for new babies in the Partner

community. Email your special news to Bethany Foyt at

[email protected]. (She’ll be in touch when she’s

back from maternity leave.)

HAVE A COMMUNITY SERVICE STORY TO SHARE?

Our Spring 2014 issue will feature an article on the

good work Partners are doing in their communities.

If you have a service story or additional ideas for

human interest stories exemplifying the “dynamic”

people in our line of business, please drop Jenny Davis a

line at [email protected].

WHAT DO YOU THINK?We feature regular polls on

www.thepartnerchannel.com.

Visit us online and weigh in!

AD & LIST DEADLINESPlease make note of the

following deadlines for the

Spring 2014 issue:

» Magazine Ad

Deadline: January 20

News Submission

Deadline: January 20

The List Will be

Open for Edits:

December 2-20

Contact Jane Olson at

[email protected]

if you want in!

ON THE COVERThere are eight super evil

references on this issue’s cover

graphic, masterminded by

illustrator John Holland. Can

you figure them out? Email

your guesses (as many as you

can muster!) to Jenny Davis at

[email protected]

for a chance to win a Starbucks

gift card. Each entry with at

least two guesses is a winner,

because A) We love to see who

reads this section, and B) You

took the time, you get a reward.

ARTICLE RECAPWe hope you benefit from each and every issue of The Partner Channel

Magazine. Here are just a few key takeaways from the leadership, sales,

and marketing content within this issue…enjoy!


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