Contact us today!

Provide an omni-channeleCommerce experience

C t

IntegratedPayment ProcessingPayment ProceP essin

diayment Proce

Integratedt P

XX

X 0

06

7 52

89

XXX 0067

5289

t d !

Online Bill PayyOnline Bill Pay

$$

$.............................

[email protected] www.k-ecommerce.com 734-928-6010

Responsive web design / Touchscreen optimization for a user-friendly experienceno matter the device

Low startup costs with

secure PC Certi ed

cloud hosting

Quick deployment;

go live in 30 days!

ll

Tou

YOUR MUST-HAVE SOLUTION FOR Selling Online with Microsoft Dynamics®

eCommerce

*Solutions compatible with Microsoft Dynamics® AX GP NAV CRM

OTHER TOP-NOTCH SOLUTIONS FROM INCLUDE:

Leave your paper behind!Our itinerary for you includes improved

effi ciencies, signifi cant cost savings and accelerated, automated business processes.

Combine your Microsoft Dynamics® ERP’s power with the tight integration of doc-link

document management and workfl ow solution to turn any process and department paperless.

Embark on aPaperless Journey with doc-linkTM

800.997.9921 www.altec-inc.com

The process-manufacturing solution that you – and your

clients – have been waiting for.

We offer process-manufacturing solutions for clients who carry out batch manufacturing based on pro-cesses or formulas, allowing them to track ingredients, configure schedules, and manage material requirements quickly and easily.

We work in industries including food, beverages, paint, chemicals, brewing, distilling, personal care, pharmaceuti-cals, and more.

We integrate with Microsoft Dynamics GP, SL, and NAV.

With Vicinity Manufacturing, clients can streamline and scale their operations, improve productivity and increase profits.

We’ve been working in process manufacturing for more than 30 years, and are now the acknowledgedleaders.

Everything we offer is 100% developed and supported in the US, and continually improved based on experience and client feedback.

With our help, you can close deals that would otherwise be out of reach. And once the project starts, we’ll be there to support you with friendly, person-alized support, around the clock.

If you have a sales opportunity in pro-cess manufacturing, we need to talk.

Visit vicinitymanufacturing.com or call (770) 421-2467 and let’s start working to get that client on board. You know it makes sense.

#[email protected]

contents

A publication dedicated to building a community for Partners

IN EVERY ISSUE

9Contributors

Helping You Find Your Plan B

11Tapping Your Inner Genius

12News

What’s Shakin’

15Events

Save October 13-14 for

The Partner Connections Event!

47Advertiser Index

Find the Solutions You Need:

Part 1

48Members Only Corner

Blue Moon Industries

49The List

Find the Solutions You Need:

Part 2

® Magazine

FEATURES

25Word-A-Ganza

28Next Generation Players:

Energizing the

Microsoft Dynamics Channel

34ISV Profile

Plumbline Consulting LLC

36Introducing…

The Genius Series

41TPC Caption Contest

and Results

46Logo Contest

THEPARTNERCHANNEL.COM | SUMMER 2014 5

DEPARTMENTSLeadership

16Business is a Gamble

26Don’t Think, Just Write.

Then Act.

38What Got You Here

Won’t Get You There

Sales

18Failure to Scale

Marketing

22The Two Marketing

Mistakes You’ll Probably

Never Make

30Marketing Contingency

Planning

42Stop Worrying

About Plan B

The Partner Channel® MagazineSummer 2014

PublisherTPC Publishing

Editor-in-ChiefJenny Davis

Copy EditorKate Mund

WritersBethany Foyt

Jasmine McNellis

Jenny Davis

Contributing WritersAdrianne Machina

Bonnie Robertson

Cheryl Strege

Jennifer Culbertson

Pam McGee

Peter Joeckel

Tracy Faleide

Art DirectorShawn Olson

Contributing ArtistsDave Swang

John Holland

Matt Mastrud

Ryan Fritz

Seth Rexilius

Advertisement SalesJane Olson

Membership Program ManagerJasmine McNellis

The Partner Channel Magazine is published by

TPC Publishing, a business unit of The Partner

Channel, Inc., with principal offices at 1045

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

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

removed from the mailing list, send your

request, including name, business name, and

mailing address to the above address, or to

[email protected]. If you wish to

add names, the same directions apply.

The Partner Channel®, Inc. is an independent

company and is not affiliated with Microsoft

Dynamics® or any of its affiliates or

subsidiaries.

This is a copyrighted publication ©2014, and

all articles herein are covered by this

copyright. All rights are reserved. Any use of

the content for commercial reasons or any

other form of reproduction of material herein

is strictly prohibited without prior written

approval of The Partner Channel, Inc.

Most articles are submitted by independent

industry professionals; therefore their views

and opinions may not be those of the

publishers. Inasmuch, TPC Publishing cannot

be held responsible for any or all comments or

information held within those articles.

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

Forum Communications Printing.

SUMMER 2014www.thepartnerchannel.com

On the CoverCupcakes go way, way back. The first mention of the

cupcake can be traced as far back as 1796, when a recipe

notation of “a cake to be baked in small cups” was written

in American Cookery by Amelia Simmons. The earliest

documentation of the term cupcake was in Seventy-five

Recipes for Pastry, Cakes, and Sweetmeats in 1828 in

Eliza Leslie’s cookbook. I wonder if these ladies could have

even imagined that a handful of television shows would be

devoted to their sweet treats today.

Cover illustration by Matt Mastrud for The Partner Channel ®.

This label only applies to the text stock.

Ah, the best laid plans. Don’t you just love it when you come up with a completely amazing

idea for your expo booth/sales calls/marketing campaigns/team management, and then

it completely tanks?

This issue is devoted to Plan B, particularly how to recognize that you need it and when

to deploy it. In addition to this insightful content from our contributors, you’ll find an

article about the “next generation” of the Microsoft Dynamics Partner channel (page 28).

Our esteemed channel has been filled with great accomplishments and fabulous leaders over the years,

and these up-and-coming individuals are carrying that torch forward in a fantastic way. We also have

special news to share about an upcoming program for those emerging leaders (check out pages 11 and 36).

Thank you to the advertisers, participants in The List, and contributors for sticking with us as we enter

our 11th year in production. Time flies! A particularly large thank you to my team this quarter as I was on

maternity leave for the majority of this issue’s production. I’m grateful to be surrounded by such wonderful

people.

As a final note…don’t beat yourself up for needing Plan B. Everybody needs one now and then. The

greater failure would be not recognizing that you need to make a change.

Jenny Davis

president of The Partner Channel

NOTES

The One About Plan B

from The Partner ChannelEmail: [email protected]

Twitter: partnerchannel

Facebook: ThePartnerChannel

LinkedIn: company/the-partner-channel


Pitch the paper clips.

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

PAM MCGEE

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

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

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

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

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

Email: [email protected]

PETER JOECKEL

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

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

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

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

fueled by innovative software selection techniques and an outstanding project delivery

team. He sold the organization in 1999 to an e-commerce provider when it had grown

in less than three years from zero to $6 million in annual revenue with more than 300

customers and 45 employees. He has assisted in the selection and implementation of

hundreds of ERP solutions and has been recognized for his ability to match the right

solution for a customer’s needs rather than “pushing boxes of software.” Today, Peter

focuses on helping companies select and implement ERP solutions by using advanced

tools and processes that increase the likelihood of successful projects. His goal is to

continue to improve those tools and processes to build value for customers and provide a

smooth transition from the selection to implementation process.


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.

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

JENNIFER CULBERTSON

JENNIFER CULBERTSON IS OWNER OF LOOKING GLASS MARKETING and specializes in workng

with Microsoft VARs and ISVs to build and execute marketing strategies that drive results. With her

19 years of marketing experience within the channel, coupled with her understanding of Microsoft

Partner needs, she can help take your marketing to the next level.


Twitter: Jennculbertson

LinkedIn: Jenniferculbertson1

Blog: https://community.dynamics.com/b/

lookingglassmarketing/default.aspx

CHERYL STREGE

CHERYL STREGE KNOWS HOW TO HELP the technology channel achieve marketing brilliance. She

has 25 years of experience to share, including 16 years as a senior marketing manager for Great

Plains Software and Microsoft where she developed turnkey marketing programs and the Inner

Circle program. An accomplished speaker, Cheryl works with leading software publishers, hardware

manufacturers, VARs and ISVs. Cheryl’s relentless passion is one of the many reasons she was

named a Partner Marketing Advisor for Microsoft and why she has been nominated two years running

as one of the most influential people in Microsoft Dynamics. A talented writer and editor, Cheryl

develops marketing plans, manages projects, trains project teams, and finds new sales opportunities.


LinkedIn: Cherylstrege

Twitter: Partnermktgrp

YouTube: www.youtube.com/user/

PartnerMarketingGrp

Blog: https://community.dynamics.com/b/

thepartnermarketinggroup/default.aspx


HOMEFRONTON THE

Y ou know the feeling when an idea comes to mind

and you love it, absolutely love it, but it takes a

back burner spot because of time and resources?

This is one of those ideas…

Many of you likely have leadership programs

through your local Chamber of Commerce or

other similar organization. These groups’ “students”

meet throughout the “school” year (September through

May) and hear from local entrepreneurs, community leaders, and

professionals. They perform service work as a team and are assigned

homework projects. At the end of their term, they graduate and bring

what they have learned into their personal lives. These groups create

camaraderie between individuals who might not otherwise meet, let

alone learn from or collaborate with each other.

The only downside to these programs, in my opinion, is that the

curriculum doesn’t necessarily apply to the individual’s career.

That’s when the idea that I referred to earlier was born…what if we

had something like this for the Microsoft Dynamics Partner channel?

What if there was a program where you learned from industry

experts alongside peers who are experiencing similar situations

and challenges? What if you were able to experience personal and

professional development that can then be applied directly to what

you do on a daily basis?

Allow me to introduce The Genius Series.

The Genius Series aims to be the type of program that helps you

achieve those objectives outlined above. The Partner Channel will

pull together resources, individuals, and opportunities to help you

tap your inner genius.

At press time (early June 2014), we are fleshing out the details,

but we can tell you right now that The Genius Series will launch in

September 2014 and run through May 2015. A committed group

of individuals will be our first “class”, and the first curriculum will

focus on marketing topics geared toward the “next generation” of our

Partner channel.

Other classes and curriculum, as well as one-off events, will be

developed and designed to help you tap your inner genius.

Want to learn more? Have a friend who might be interested?

Contact me at 701-526-3454 or [email protected] for

more information. You can also visit www.thepartnerchannel.com/

the-genius-series for the latest and greatest.

I’m excited about this new adventure and turning that back burner

idea into one that will hopefully create something wonderful in the

Partner community.

INNER GENIUSTapping Your

story by JENNY DAVIS

What if there was a program

where you learned from

industry experts alongside peers

who are experiencing similar

situations and challenges?


ChargeLogic, a leading provider of PCI-

compliant solutions for the Microsoft

Dynamics community, has relocated its

corporate headquarters from Towson,

Maryland to Baltimore, Maryland and has

added a software engineer to its team. The

move was prompted by the company’s recent

growth.

Data Masons Software, a leading provider

of integrated EDI and XML solutions for

Microsoft Dynamics customers, announced

that the Dynamics NAV User Group

(NAVUG™) has selected Jon Rivers, Partner

channel manager at Data Masons, to serve

on its board of advisors. The company was

also represented on the NAV Directions 2013

board and increased its level of sponsorship

at the Partner event.

deFacto Global, Inc. is pleased to announce

its “deFacto Goes Vertical” Partner program.

Microsoft Dynamics Partners can significantly

enhance the value and success of their vertical

market strategy by incorporating industry-

aligned versions of deFacto Performance

Management into their solution sets. deFacto

is proven to significantly increase the overall

value of an ERP system and help win deals.

To find out how more, contact Luanne

[email protected] or visit

www.deFactoGlobal.com.

Amy Hannesson has joined DFC Consultants

as an accountant/consultant. Her

responsibilities include inside accounting

and assisting customers with their accounting

needs. Amy spent the previous five years as a

Partner account manager at APAC, a Microsoft

vendor. DFC Consultants is a Microsoft Gold

Certified Partner specializing in Microsoft

Dynamics GP, Microsoft Dynamics CRM,

DFC Property Management, and WennSoft.

Along with software sales and support, DFC

Consultants offers custom programming,

website development, and accounting services.

Continuing its strategy of delivering thought

leadership and exemplary customer service

to enterprise resource planning (ERP) and

CRM customers, Encore Business Solutions

has acquired Canadian-based Microsoft

Dynamics and SYSPRO Partner, Candlewest

Systems. Encore, an established and reputable

NEWS

Microsoft Dynamics Gold Partner and Inner

Circle member, remains focused on serving

the current and emerging requirements of

customers by delivering technology and

business strategy guidance. The Candlewest

acquisition follows Encore’s very successful

acquisition in 2013 of the RSC Group, a former

Vancouver-based Microsoft Dynamics Gold

Partner. The new combined entity, which

serves 600 customers throughout Canada,

represents nearly 100 employees based out of

four office locations in western Canada as well

as several strategically located across Canada.

GenieDB, a leading innovator of distributed

relational database technology, recently

joined the AWS Partner Network (APN)

and announced the immediate availability

of the GenieDB Globally Distributed MySQL-

as-a-Service, its scalable, highly-available

database-as-a-service (DBaaS), on the AWS

Marketplace of Amazon Web Services Inc.

(AWS). With GenieDB Globally Distributed

MySQL-as-a-Service on AWS Marketplace,

it’s now even easier for companies of any size

to take advantage of GenieDB’s automated

platform to build web-scale applications that

gain the benefits of geographical database

distribution (geo-distribution), continuous

availability during regional outages, and

better application response time for globally

distributed users. Headquartered in San

Juan Capistrano, California, GenieDB is

available on AWS Marketplace, HP Cloud, and

Rackspace Cloud Tools Marketplace. Follow

along on Twitter @GenieDB or visit online at

www.GenieDB.com.

Gorilla Expense is pleased to announce two

major updates. The latest update to its mobile

app allows users to submit complete expense

reports from mobile devices (iOS and Android).

The updated integration to Microsoft Dynamics

GP Project Accounting will allow AP/finance

to send T&E expense data to Project Expense

within Microsoft Dynamics GP with the click

of a button, eliminating manual keying of data

into Microsoft Dynamics GP. Gorilla Expense

was also honored to be selected from several

companies by Microsoft at the prestigious

DEMO conference for demonstrating product

innovation. Learn more at www.gorillaexpense.

com.

Halo Business Intelligence (Halo BI), a global

provider of business intelligence software

and solutions, announced the availability of

Halo Source 7.5, an update to its powerful

data extraction, aggregation, and analysis

engine that serves as the core of the Halo

Business Intelligence Platform. Built on top

of industry standard Microsoft SQL Server

technologies, Halo Source provides small and

medium-sized businesses with enterprise level

data mashup, data quality, data warehousing,

and data analysis capabilities. Combined with

Halo Prism, its front-end data visualization

tool, Halo BI provides a holistic business

intelligence platform that empowers better

decision-making across the entire enterprise.

For more information, visit www.halobi.com.

k-eCommerce has increased its involvement

in the channel by becoming a premium Partner

member of AXUG®, GPUG®, and NAVUG.

This gives the company the opportunity to

share eCommerce best practices and bring

industry experience and knowledge to all these

Microsoft Dynamics communities through

User Group local chapter meetings. Contact

Giuseppe at k-eCommerce, Giuseppe.ianni@

k-ecommerce.com, for more information.

nChannel, creator of the cloud-based Multi-

Channel Operations Management platform,

announced the release of its Sage Connector to

help retailers, manufacturers, and distributors

more easily manage their data between Sage

100 and eCommerce, online marketplaces,

point-of-sale, and other business systems.

As commerce continues to shift to the web,

the Sage connector will enable companies

to manage and streamline data processing,

improve productivity, and reduce the cost of

operating multiple sales channels while still

providing a consistent customer shopping

experience. nChannel’s Sage connector

provides the Sage 100 ecosystem (formerly

known as MAS90/200) with a conduit to

the nChannel Any Channel Operations

Management (nCOM) platform, where

users can merchandise items, process orders,

manage inventory, collect customer data,

execute accounting and purchasing activity,

and analyze real-time sales data all from a

single point of access. Visit www.nchannel.

com for more info.

12 SUMMER 2014 | THEPARTNERCHANNEL.COM

Socius, one of three U.S. Microsoft Dynamics

Master VARs, recently announced Micro Force,

a Microsoft Gold Certified Partner based in

New York and Long Island, has been accepted

into its national Sales Affiliate network. The

Microsoft Dynamics Master VAR program

began in 2011, and in that time Socius has

accepted 20 Affiliate organizations into the

program. As a Socius Affiliate, Micro Force

will continue to provide Microsoft products

and service to its customers while gaining

extended support from Socius in areas

such as business development, marketing,

and Microsoft certifications. Learn more at

www.socius1.com/mfi.

Stoneridge Software is pleased to announce

the creation of a Microsoft Dynamics

NAV division. Originally focused on the

implementation and support of Microsoft

Dynamics AX, Stoneridge Software is excited

to offer customers another option in the

Microsoft Dynamics ERP suite of business

solutions. The addition of the Microsoft

Dynamics NAV division includes the hiring

of Sean Solberg and Scott Frappier (principal

consultants), Bob Andrews, Marek Tylko,

and Matt Batalden (senior consultants),

and Laura Lake (senior developer). For

more information or questions, visit www.

stoneridgesoftware.com or contact Leah

Baker at 218-422-7858.

Vertex SMB is excited to announce

TaxCentral, Vertex SMB’s premier sales

and use tax solution that offers small and

medium-sized businesses a proven, accurate,

and simple outsourced solution in a hosted

environment. Vertex SMB’s TaxCentral is a

scalable, single point of entry, end-to-end

cloud-based solution with no upfront costs and

a pay-as-you-go pricing model. Vertex SMB’s

TaxCentral provides deep and accurate tax

rates; configures, calculates, and prepares tax

returns; and manages exemption certificates.

Learn more at www.vertexsmb.com.

ZSL, Inc, a global systems integrator and value

added reseller with more than 16 years of

product and industry experience, launched

its award-winning Oil & Gas Vertical Solution

for Microsoft Dynamics AX at Microsoft

Convergence 2014. The Oil & Gas Vertical

Solution offers powerful and sophisticated

features that seamlessly integrate with

Microsoft Dynamics AX. Microsoft offers

business management solutions that make

it easier for oil and gas companies to deal

with inadequate processes. By providing oil

and gas-specific features built on standard

accounting functionality, Microsoft and ZSL

help enable end-to-end billing and cost-control

processes within one system. To learn more

about ZSL and its solution offerings, visit

www.zsl.com.


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

Fresh Ways to Reach Your Prospects and Customers“The sessions helped me come up with ideas on

how to approach our clients on hot topics like BI and the Cloud.”

Product-focused Sales, Leadership, Marketing, Consultant, and Developer Sessions“This event was extremely educational and even

pointed out some areas where we need to do some work.”

Meet us in St. Louis October 13-14, 2014

Early bird pricing ends June 30th!Secure your spot today at www.thepartnerconnectionsevent.com

The Partner Connections Event 2014 is your chance to RECONNECT with partners and friends, GROW your Microsoft Dynamics practice, and LEARN from the best presenters in the Microsoft Dynamics Channel.

EVENTSJUNE

Microsoft Dynamics AX Fast TrAX Developer Class

June 9-27 | Fargo, ND

https://training.partner.microsoft.com

Microsoft Dynamics Fast TrAX Express PilotJune 16-27 | Fargo, ND


JULYMicrosoft Worldwide Partner Conference

July 13-17 | Washington, DC

www.digitalwpc.com

Microsoft Dynamics AX Fast TrAX Foundational: Net New Microsoft Dynamics AX Summer Institute

July 14-August 8 | Fargo, ND


NAV Directions 2014September 14-16 | San Diego, CA

www.navdirections.com

eXtremeCRM 2014October 5-8 | Las Vegas, NV

www.extremecrm.com

The Partner Connections EventOctober 13-14 | St. Louis, MO

www.thepartnerconnectionsevent.com

AXUG SummitOctober 14-17 | St. Louis, MO

http://axugsummit.com

CRMUG SummitOctober 14-17 | St. Louis, MO

http://crmugsummit.com

GPUG SummitOctober 14-17 | St. Louis, MO

http://gpugsummit.com

NAVUG SummitOctober 14-17 | St. Louis, MO

http://navugsummit.com

Convergence 2014 EuropeNovember 4-6 | Barcelona, Spain

www.microsoft.com/dynamics/convergence

Convergence 2015 AtlantaMarch 16-19 | Atlanta, GA

www.microsoft.com/dynamics/convergence

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

Convergence is the perfect opportunity to strengthen customer relationships, get onsite advice from Microsoft product experts, close sales, and increase ROI. Discover new ways to stay ahead of your competition by attending the Convergence event that is right for you.

www.microsoft.com/convergence

Experience the benefits of ConvergenceBring your customer relationships to life!

Convergence 2014 Europe Barcelona, Spain4–6 November 2014

Register Now

Convergence 2015Atlanta, GeorgiaMarch 16–19, 2015

Find Out More


SSSSSAAAAALLLLLEEEEESSSSS MMMMMAAAAARRRRRKKKKKEEEEETTTTTIIIIINNNNNGGGGGG

Upsides and downsides, opportunities and risks. In the

midst of it all are decisions. Invest more? Invest less?

Go to market differently? Pull back? How do we know

when to make changes and when to stay the same? The

uncertainty of it all is both the thrill and the struggle, an

addictive ride for most entrepreneurs. I did not find the

best insights for playing the game of business in one of the endless business

management books of the season, but rather from the song “The Gambler”

by Kenny Rogers.

The ballad tells the story of a traveler meeting a professional gambler who

claims to have “made a life out of reading people’s faces, knowing what their

cards were by the way they held their eyes.” Quickly, the traveler makes a

trade of whiskey for some sage advice.

story by illustration by

BUSINESS IS A

What is the Secret to Surviving?


“If you’re gonna play the game, you gotta learn to play it right.”

What is playing it right? In a market with continuous change

and rollercoaster economic conditions, how do you play a business

“right” in order to win? The Gambler states that, “every

hand’s a winner, and every hand’s a loser.” This tells us

that the situation itself – whether it be market conditions,

economic whirlwinds, or changes outside of our control – are

neutral. They are neither negative nor positive. The results of

our business have to do with the actions we choose to take. In short,

The Gambler’s advice is, “know when to hold ’em, know when to fold

’em, know when to walk away, and know when to run.”

Entrepreneurial businesses usually have a list of people, processes,

or products that they should “hold” and those they should “fold”.

Determining what to hold and what to fold starts with the purpose of

our business. Is the purpose of your business about solving a specific

problem, improving business success for an industry, or improving

the lives of people?

Wait a minute! It’s simply about making money, you say? We

cannot discount the importance of profit, but in order to really be in

the game, your purpose has to be more. As The Gambler says, “Never

count your money when you are sitting at the table.”

The purpose of your business will begin to define those potential

customers who will benefit from what you have to offer. In a review of

your current customers, are they ideal for the purpose of your business?

Based upon their situation, can they and will they gain value from what

you offer? Can they or will they fulfill the purpose of your business?

Those that do…“hold ’em”…make it a point to stay close to them,

and take their input as some of the most strategic insight available in

the market. Those that don’t…“fold ’em”…don’t waste precious time,

talent, and product with customers that cannot gain or will not gain

value from what you have to offer. We all have had, and may still

have, those customers that seem to be so much work and effort that

they are a drain on our resources. It may be that their focus is not

aligned with your purpose and true value. It may be the size or the

industry – or the market culture. Not every customer fits, even

with our best efforts. “Know when to walk away and when to

run.” While walking away from a customer or potential

customer seems crazy, the risk of trying to maintain

customers that do not fit will eventually keep us

from maintaining those that do. If doing this

results in zero customers, then you need

to rethink your purpose and your value

proposition. Many entrepreneurs fall in

love with their product and become blind

to the reality of what the customers see

as valuable. Value is in the eye of the

customer. Period.

PEOPLEPeople (beyond our customers), which

includes team members, consultants, advisors,

vendors, Partners – those who have a part in the equation of

bringing value to customers – have significant impact on our ability

to win the game. For most entrepreneurs, this can be extremely

challenging when determining those to “hold” and those to “fold”.

We build relationships with people. Some of these relationships are

charged with emotion, either positive or negative. I have had many

discussions with entrepreneurs that clearly see or will logically agree

about someone in their organization who is not or cannot contribute

to fulfilling the purpose of the business. While the logical decision

is to exit that person, they are emotionally stuck and spend a lot

of energy, money, and time trying to justify, qualify, and convince

themselves that action is not necessary. They hold tight to the fantasy

that magically it will be better tomorrow, and maybe they won’t have

to make the difficult decision. But it rarely gets better, and it usually

gets worse, resulting in higher costs and less winnings.

Businesses of all sizes are continuously in search of great talent

who add to the value for the customer and the business. If we have

people that we need to “fold” out of the business, but we choose to

do nothing, we will struggle to “hold” the right kind of talent. It is

the right kind of talent with the right product/service targeted to the

right customer that provides the winning equation.

The best of products and talent need excellent processes to bring

that value to the customer effectively and efficiently. Balance of

processes is essential. I have seen many businesses “over-processed”

with processes for the sake of processes. The customer response or

need takes a back seat to the management theory and process that

are in vogue. In these cases, the processes may even be detrimental to

getting things done for the customer in the way they were designed.

On the other hand, I have also seen many businesses with a lack of

any repeatable processes, and most of the energy in the organization

was used in redoing what has been done before with little or no

improvement along the way. Processes do not need to be over-

complicated, have fancy terms, or complex models. Just because we

can count something doesn’t mean the data has any relevant meaning

to what we are trying to accomplish. Continuous review of processes,

or the identification of a lack of processes where needed, provides

another opportunity for a decision to “hold ’em” or to “fold ’em”.

The ultimate scoreboard for any business is profit. Profit is driven

by an equation that starts with a clear purpose where the customer

is at the center, adds the right people (both customers and talent),

and keeps the right balance of supporting processes. If the purpose,

people, and processes are aligned, profit is the net result.

Yes, business is a gamble. It is the role of every leader in the

organization to continuously assess the purpose, people, and

processes that improve the odds for profit.

“Never count your money when you are sitting at the table, there’ll

be time enough for counting when the dealing’s done”

In the words of The Gambler, “the secret to surviving is knowing

what to throw away, and knowing what to keep”…and I would add,

having the courage to take action!



MMMMMAAAAARRRRRKKKKKEEEEETTTTTIIIIINNNNNGGGGGSALES

FaiLuRe tO ScALe

LLLLLEEEEEAAAAADDDDDEEEEERRRRRSSSSSHHHHHIIIIIPPPPP


story by PETER JOECKEL | illustration by MATT MASTRUD

When do you know it is time to move on from a major business decision, a product line, or a

partnership? That the best laid plans of mice and men have not quite worked out as you had

hoped? For me, it was when I was willing to walk away from a good-sized business and set

back my career for several years.

The Readers Digest version of this story, for those of us with Twitter OCD, is this: Just

because you can effectively run a small VAR shop for years and years is no guarantee of

success should you suddenly experience tremendous sales growth.

Back in the day, before Al Gore invented the Internet, I had a great little business selling Macola software

primarily to small and medium-sized manufacturing companies. For several years, our shop was the leading Macola

reseller in the U.S., and we prided ourselves in making no software modifications. In fact, our entire sales pitch

was predicated on the premise that if you needed to modify your accounting software, then you were looking at

the wrong product. What happened to THAT philosophy? On the rare occasion that a client did need some minor

tweaks to their system (not to be confused with twerks…different era), I farmed it out to a single company that did

great work, was always on time, and never over budget.

Over the years, we did a lot of business together because I refused to hire my own programmers, primarily because

I never knew what they were up to and never received a project estimate that was not off by some logarithmic or

exponential factor.

Side note: When getting a project estimate from a programmer, my immediate reaction is to double the time and

move to the next highest unit of time measurement. So for example, “it should be done in two days” is realistically

four weeks in regular folk speak.

For several years we lost touch as Macola lost momentum in the marketplace, and I migrated towards the

Great Plains world. (Some of us old folks remember that Microsoft did not always own Microsoft Dynamics GP;

affectionately those were known as the “good old days”…do I sound like your dad yet?)

One day out of the blue I got a call from my old Macola programming buddy touting that he had found the holy

grail of ERP software! Since I trusted his opinion, I listened excitedly as he described a product he had been working

with for a couple of years called Axapta and how it was actually better than sliced bread. Then I asked him the two

most important questions I could think of as a sales and marketing guy: Where is this Axapta software company

located and how many installs are there?

The answers were Denmark and so far no installs in the United States. After I finished laughing I dismissed my

old friend as a crackpot and wished him well. My theory was that too many years in a dark, poorly ventilated room

eating pizza and drinking Jolt Cola had finally caught up to him.

Fast forward a couple of years to the exact day that Microsoft announced that it had acquired Axapta and

Navision, which were owned by the same company by that time, and my phone rings congratulating me on my

industry vision! (I may have missed that tech boat, but my money is on Myspace making a comeback.)

Fast forward a couple of more years, and we are Partners of a regional branch for a good-sized national VAR we

are toasting our successful run of selling Microsoft Dynamics AX deals. Our firm had just been notified that we

were in the Inner Circle of Partners for Microsoft Dynamics based primarily on the sales from our relatively new

and small office. In fact, the “National Office” termed our effort as a miracle. Cue champagne, confetti, and tequila

shots.


Shortly after my hangover cleared up, swearing never to mix

champagne and tequila again, I spent the next several months

apologizing to companies that had purchased Microsoft

Dynamics AX from me, negotiating write-offs and basically

begging some folks not to sue us. For the first time in my career,

I had made the mistake of not being in charge of the consulting

team and the implementation projects. That decision proved to

be a fatal mistake. I was forced to walk away from a business that I

had helped build rapidly over a short amount of time with a great

sales pipeline and a big backlog of implementation projects.

Walking away with nothing was a brutal economic decision

but one that had to be made. Not being able to affect how

projects I sold were implemented was not a recipe for long-

term success. I could not look business owners in the eye and

promise that the buck stopped with me when it came to the

success or failure of their implementation.

Which led to the drastic decision to walk away with nothing.

There are a lot of minor reasons why so many projects

were challenged, over budget, or just plain falling apart at the

seams, but with a lot of time to dissect what happened, I have

reached the following conclusions between a small VAR and

one growing aggressively in terms of new product and size:

» The ability to implement software for small companies

does not guarantee success as you move up to larger

projects.

» Project management DOES matter.

» The single heroic consultant model does NOT scale.

» The road to you know where is paved with good

intentions.

» When your name is on the letterhead, it is fun to be

responsible for sales but critical to be in charge of

services. It is even better to be king.

That’s all for today, I have to take a call. An old friend from

the day is calling me about Acumatica.

Peter Joeckel is the president and founder of TurnOnDynamics,

a Microsoft Dynamics AX and Microsoft Dynamics GP

Partner that specializes in manufacturing implementations

and transitioning clients that have outgrown Microsoft

Dynamics GP to Microsoft Dynamics AX. Additionally,

TurnOnDynamics focuses on the strategic concerns of executives

and owners with a unique Dynamic CFO Service offering.

Learn more at www.turnondynamics.com, and reach Peter at

[email protected].


LLLLLEEEEEAAAAADDDDDEEEEERRRRRSSSSSHHHHHIIIIIPPPPP SSSSSAAAAALLLLLEEEEESSSSSMARKETING


story by CHERYL STREGE | illustration by RYAN FRITZ

Although there are entire books dedicated to marketing mistakes and a Plan B to fix them, I’m

going to focus on only two for purposes of this article (but they’re big ones).

YOU DON’T REALIZE BUYERS HAVE CHANGED. FACE IT: Today’s ERP and CRM buyers really don’t need you to educate them on the product,

show them a demo, or even provide pricing anymore. They can find all of those things online by

either simply going to the Microsoft website (www.microsoft.com/en-us/dynamics/erp-small-

midsize-business.aspx) or doing a few simple searches. So now that prospects have much of the product, technical,

and pricing information before they even start looking for a Partner, how are you going to attract those (somewhat)

qualified prospects to your website? And what will they find when they get there?

Today’s buyers know as much, or often more, than you do about their industry-specific needs and the many

options to solve them (and they know the new players in the game, including Xero and FreshBooks). According to

a DemandGen report, 51 percent of B2B buyers said they formed a short list of candidates BEFORE they contacted

anyone. Does anyone doubt that number will continue to grow quickly?

PLAN B: If you haven’t made a concerted effort to ramp up your inbound marketing strategy, then you’re far

behind the competition. If you started down that path a few years ago, then congratulations! You’re now seeing

the benefits of your hard work. I spoke to a Microsoft Dynamics Partner recently who told me their blogging was

paying off in terms of attracting qualified prospects that they’ve been able to close. She said, “Thank goodness we

starting blogging two years ago and not today!”

But unfortunately, it’s not just blogging (inbound marketing would be much easier if it were). The foundation of

inbound marketing is content – and a lot of it – delivered via your website, social media properties, and blog sites

as well as “shared” on a frequent basis to a targeted group of prospects.

TO DO: Once that buyer is looking for someone to partner with (hopefully you’re on the short list), what

are they going to learn about your organization and the people in it from your website, your LinkedIn presence,

Pinpoint, and your blog posts? On your website’s “About” page, do you tell prospects a story about your company

and what you’re passionate about? Do customers sing your praises in customer case studies and testimonials? Are

your social media properties attractive and current? Are you blogging about topics that are important to prospects

(and I don’t mean the latest features)? Ask a customer (one that you’re close to) what they learned, and liked, about

your company after looking at your website.

It’s simply an ongoing process of creating, delivering, socializing, and creating, delivering, socializing, and… well,

you get the idea.

YOU’RE NOT FOUND. Which of the following statistics are true?

❏ 9 out of 10 buyers say that when they’re ready to buy, they’ll find you.

❏ 18% of organic clicks go to the #1 position, 10% of organic clicks go to the #2 position, and 7% of organic

clicks go to the #3 position on Google.

❏ 75% of users never scroll past the first page of search results.

❏ All of the above.

2The

MARKETINGMISTAKESYou’ll Probably Never Make

(and Plan B If You Do)


The Cosmo Quiz 1. You’re having a glass of wine with

your favorite SEO (search engine

optimization) BFF (best friend

forever) from the office, and she

shares some startling facts about

the new website strategy you just

implemented. (Oh boy...) Which

one is true?

❏ 70-80% of users ignore the

paid ads, focusing on the

organic results.

❏ 75% of users never scroll

past the first page of search

results.

❏ The best place to hide a dead

body is page two of Google

search results.


2. Your marketing co-worker just

started a new direct mail and

telemarketing campaign to a cold

list. Sure, it sounds attractive at

first and the projected results are

enticing, but you warn him that…

❏ Leads generated via SEO

(inbound) have a 14.6%

close rate, while outbound

leads (such as direct mail or

print advertising) have a

1.7% close rate.

❏ There’s an eight times greater

likelihood of closing inbound

leads as compared to other

leads.

❏ There’s a 62% reduction in

the cost per lead from

inbound versus outbound

marketing.


Answers to the Cosmo Quiz:All of the statistics in this article

are true and come from:

» DemandGen Report

» HubSpot

» Pew Research

» Search Engine Land

» Search Engine Journal

If you said they’re all true, a gold star for you! We all know about 10 organic results are

displayed on page one, so how do you get on the first page? This is one of those times where

I wish I had the “secret sauce” shortcut, but unfortunately, it doesn’t exist. It takes time,

effort, and dollars to build your company into a “page one” presence – and to stay there year

after year.

PLAN B: Inbound marketing encompasses a number of tactics: search engine

optimization (SEO), social media marketing, original content creation, blogging,

guest blogging, etc. Just don’t forget that the goal of the website is to be “sticky”, and

consequently, to convert visitors to leads. Conversion can happen when a visitor signs

up for your webcast “3 Things a Smart Distributor Does Every Day to Generate More

Business”, opts-in to your newsletter, or downloads your eBook on “5 Distributors Who

Make More Money Than Microsoft and How You Can Do It, Too”.

TO DO: It’s hard to be effective at everything called “inbound”, so pick the top five to

seven things you can do with the budget, people, and time you have at your disposal. My

recommended list, based on the Partners we talk to across the country, is:

» Consistent blogging, but not just for the sake of getting something, anything, on

the website. Let’s say you’re starting a campaign next month to mid-sized electrical

distributors in Austin, Texas. Sixty days before your campaign launches, get seven to 10

posts on your blog about the challenges of electrical distributors so that when prospects

check you out, your expertise has already been established.

» Do the same with your social media properties. Re-tweet content from the electrical

distribution association in Austin and contribute to the conversations in the appropriate

LinkedIn groups.

» Thinking of LinkedIn, make sure your corporate page and the personal pages of your

team members reflect your in-depth knowledge of the industry. As a matter of fact,

be sure that your corporate profiles on all your social media sites (Twitter, Google+,

Facebook, and YouTube) are consistent and current on messaging and design.

» Create or curate relevant content specific to electrical distribution challenges, pain

points, and their own “Plan B” options when the business isn’t doing well (which will

likely include Microsoft Dynamics to the rescue). Just remember that the content must

have VALUE, or conversion from a prospect to an opportunity isn’t likely to happen.

» Have a comprehensive plan for distributing the fantastic content you’ve now worked

so hard to build. The famous “if you build it they will come” slogan from the movie

“Field of Dreams” doesn’t often work in today’s world. Sure, your content will be

posted on your website, mentioned in your blog posts, and tweeted, but go beyond

that to the influencers in the electrical distributors’ world: associations, chambers

of commerce, the Small Business Administration, home or commercial builders’

groups, manufacturers, and ISVs are all involved in the “community”. And don’t

forget to ask your electrical distribution customers for their advice – and referrals!

NOTE: Everything I’ve mentioned above about industry-specific content above can be

applied to “horizontal” content as well. There’s nothing wrong with targeting QuickBooks users

or companies adopting their first ERP system – they need the knowledge you have, so share it via

customer case studies, testimonials, FAQs, infographics, social media, and more.

Need help with Plan A so you’re rarely in need of a Plan B? The Partner Marketing

Group can help you create content (eBooks, infographics, website content, blog posts,

and more) to fuel your inbound – and outbound – marketing activities. Contact Info@

ThePartnerMarketingGroup.com or call 605-574-9432.

In the spirit of Plan B, check out three webcasts The Partner Marketing Group created for

Microsoft Dynamics marketers titled “Stop Wasting Your Marketing Budget: Avoid These

Deadly Marketing Errors”: https://mbs.microsoft.com/partnersource/northamerica/

readiness-training/readiness-training-news/MSDYN_AvoidTheseDeadlyMarketingErrors

LADIES AND GENTLEMEN, WE HAVE A WINNER! Congratulations to Susan Luongo of Stellar Technology

Consulting for winning our Spring 2014 contest.

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

below are 25 words that relate to the topics and themes

included in this issue of The Partner Channel Magazine.

These words can be found in the grid horizontally,

vertically, diagonally, backwards, and forwards. You can

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

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

word finds over a latte or cup of tea.

Simply scan and email your completed word find to Jenny

Davis at [email protected] or mail a copy to

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

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

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

Blue Moon

Contingency

Cosmo Quiz

Denialation

Early Bird Pricing

Failed Campaigns

Fastfix

Fresh Ideas

Marketing Mistakes

Mindset Shift

Next Generation Leaders

Partner Dialogue

Plan B

Plumbline365

Recovery

Scale

Self-transforming Mind

Succession Planning

Summer

Test Marketing

The Partner Channel

TPCE

Transitioning

User Group Summit

WPC


R F O O M E U L B P I B Y L R A E P I T E K R A M

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

P E P D R I B A T I F E M T A C T R T S G R E S U

L S S R S T N R E N L A N S E A E T H T R S T T M

U H R R S B T L N D E R S R D M S N E E N L P S A

M I E N O I S S E C C U S T I P T E P S R C D U R

B D D G O L A I D C N L P C F A M R A D E T N C K

L E A B L U E M O O N E L R G I A D R N C H I C E

I A E N S H I F T N P N A E R R X I T I O E M E T

N S L E L L N E H T L N N N O E N A N M V P G S I

E R N X E T E U E I A A N T U D I L E S E A N S N

3 G O T A S R G P N N H I R P A C O R N R R I I G

6 N I G D R C O A G N C E A S E I G C G Y T M O M

5 I T E E P L L R E I L N P U L R U H I H Z R N I

U N A N W T S A T N A R E C O V P E A A C I O P S

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

P I E R L T S D S Y R R E M M U S N N M E Q S A A

U T N A P L U M B L I N E E D A E L E A N O N N K

O I E T T F I H S T E S D N I M R S L C T M A N E

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

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

R A X G E N E R A G N I T E K R A M M L P C F G L

E R E A R L Y B I R D P R I C I N G M I E E L R U

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

U S E R G R O U P S U M M I T R S T S F T L S T M

SSSSSAAAAALLLLLEEEEESSSSSLEADERSHIP MMMMMAAAAARRRRRKKKKKEEEEETTTTTIIIIINNNNNGGGGGG

Don’t Think, Just Write. Then Act.


story by TRACY FALEIDE | illustration by SETH REXILIUS

Remember sniglets? (They’re neologisms or newly-coined terms on their way to being accepted

into mainstream language. They were all the rage in the late ’80s.) I think there should be a

sniglet for the time between feeling something isn’t right, to taking action. Hmmmm. What

could we call that?

Denialation (denial + duration)

Worsera (worse + era)

Hinderquarter (self-evident)

No matter what you call it, we all have been negatively impacted by the space between suspecting and

correcting. Since we know how painful these timespans can be for everyone involved, why don’t we do

something about it?

The truth is, we don’t really want the truth. Because knowing – really knowing – puts items on our to-do

lists that we’d rather avoid. Take your resident technical guru who solves the trickiest of customer situations

but is a bad, bad manager. Or how about that new pricing model a team spent weeks developing that should

come with a slide rule and a crystal ball? Correcting these sticky situations takes courage, perseverance, and

time, all of which seem hard to come by in our overly busy lives.

The short-lived relief we feel after avoiding action doesn’t even come close to outweighing the costly

downside. The longer that complicated pricing model is in place, the harder it’s going to be to unravel the

mess of transitioning customers to a new, simpler model. Worse yet are the beacons of badness emitted by

managers radiating negative attitudes, sloppy behaviors, and unmet expectations through organizations like

waves of contagion.

The more we think about these tricky situations, the more we convince ourselves that they’ll just work out

or that things aren’t that bad. What’s really going on is that our subconscious mind is tricking us into inaction

by planting seeds of fear and doubt. It’s not really my job to deal with this. I know she’s going to deny it and then make my life miserable if I bring this up. I’ll think about it next week. But next week brings more challenges that

we avoid until the situation seems as impossible to unknot as a drawer full of tangled necklaces.

On the prevention side, quick action is key. Get in the habit of writing down exactly what you’re thinking

and feeling just after you experience that flash of frustration. Don’t think, just write. It’ll help you quiet those

avoidance voices and identify specific behaviors you can discuss with your colleague…once you calm down,

of course. While you’re still in fix-it mode, schedule a quick conversation with this person. Getting it on your

calendars makes it real and unavoidable. Make it 15 minutes, and make it later the same day or first thing the

next day. Do not let more than 12 hours pass.

If the situation has become a tangled mess, pen and paper are still the best place to start. At the top of a

blank sheet, write these two headings: “I get frustrated when you...” and “Because it results in...” Fill up the

sheet and then put it aside for a while. Looking at it with fresh eyes will help you see patterns and themes that

are easier to address. Pull out two behaviors that seem to be the most detrimental. And then schedule that

15-minute conversation.

Whether you’re preventing or untangling, the 15-minute conversation should start with a thank you. Thanks for taking the time to talk with me. I appreciate it. The reason I want to talk one-on-one is I’ve noticed some issues with (the team, the project…) that are resulting in (missed deadlines, unmet customer expectations…), and I need your help to resolve these issues. And then pause. Either the person will ask what’s up or they’ll be silent, which

often signals they know you’re going to raise issues. Almost always they know things aren’t going well. Almost

always they know they’re part of the problem. Almost always they feel as frustrated as the rest of the team

because they don’t have the time, resources, background, confidence, or skills to drive the desired results.

By raising the issue, you’re opening the door and letting in the light. By raising the issue after writing out

your frustrations and identifying correctable behaviors, you’re dialing down the emotion and placing the

attention on results.

Let’s start a movement. Let’s change the current frustration-to-fix pace from slow boat to bullet train. And

then let’s make a new sniglet for rapid action. How about…fastfix? As in: let’s have a fastfix chat on that, okay?

Sounds way better than okay to me!



NEXT GENERATION PLAYERS:Energizing the Microsoft Dynamics Channel

Combine fearlessness, eagerness, and passion, and you

get a strong mix of (holy moly) ENERGY, which inspires

you, me, customers, prospects, Microsoft, and more. It’s

easy enough to get comfortable with what we know, but

by bringing in fresh eyes and a new perspective, you can

change the course of your business and your success.

These next-generation players want to be a part of this fresh

approach and are already making impressive moves in and around

the Microsoft Dynamics channel. Meet some of these players for a

peek into how our channel can thrive now and into the future…

Name: Kate Pinyan

Title: Partner liaison at Lanham

Associates; marketing specialist at

Absolute Value, LLC

Hobbies: Running in races: 5ks, 10ks,

and mini-triathlons

Motto: “There is trial and error to

everything, so make sure to evaluate

all sides.”

Kate has been with Lanham Associates

for seven years in a capacity as a Partner

liaison. Given the emphasis on repeatable solutions these days, she

recently moved to a marketing specialist position in Lanham’s direct-sell

forecasting and replenishment company, Absolute Value, LLC. Coming

from the furniture industry before this, Kate was intrigued with the

technology industry because she didn’t find much change or challenge

with furniture. “Sometimes the sofa color would change, but that’s about

it.” Kate can’t imagine getting bored in this industry as there’s so much to

always learn, and as a “forever student”, it suits her well.

Because there’s so much to learn, it’s easy for newbies in the channel

to get overextended and lose focus quickly. Kate recommends paying

close attention to what specific areas interest you and what you’re

especially good at. Then you can develop the skill set you need to

make a difference in your role and the channel as a whole.

In addition to overhauling Lanham’s and Absolute Value’s websites,

adding two industry specific sub-sites, and managing their Forecasting

and Replenishment User Conference that’s doubled in size over the

past five years, Kate is part of the NAV Directions board, getting

new people involved and promoting the event put on for Microsoft

Dynamics NAV Partners by Microsoft Dynamics NAV Partners.

Kate has recently noticed the energy building in the channel because

of next-generation leaders coming up to speed in the industry; she

loves it. Even though fresh eyes can be a huge advantage, Kate hopes

these new leaders will also place value in the trial and error that

has already taken place for many projects and programs within the

channel. “When you’re entering a new role, it’s easy to write off the

old ways,” she says. “But there is trial and error to everything, so it’s

important to evaluate all sides to achieve the best outcome.”

Name: Sabrina Zimara

Title: Marketing coordinator at DFC

Consultants, Inc.

Volunteer Work: Currently a foster

home for rescued dogs working with 4

Luv of Dog (trying not to get attached

to their adorable faces!)

Motto: “Every opinion has value.”

Sabrina joined the Microsoft Dynamics

channel in March of 2013 with a

background in college campus marketing

and promotions. She jumped into DFC Consultants’ marketing role

with fresh eyes and an effective plan. Because the technical jargon

was new to her, she was able to put marketing content into terms

that the average person could understand. This approach has made

Sabrina a vital asset to DFC’s marketing initiatives. In just one year,

Sabrina overhauled the company’s website increasing site visits by 20

percent, improved the time people stayed on the site by 15 percent,

and decreased the bounce rate by 10 percent.

Sabrina learned valuable advice from a mentor she worked with for

her college internship. “When you’re young, you have all these new

ideas that seem great, but you sometimes can’t understand the real

world or the details that go along with those ideas. Nevertheless, it’s

important to understand that every opinion and idea has value and

can really only make a company better.” She applies those wise words

to her job every day.

The resources available for the Microsoft Dynamics Partner

channel are everywhere, and Sabrina recommends newbies in the

channel take advantage of everything they can get their hands on.

“There are really great people who are willing to answer questions

and give insight into the products and people we serve,” she says.

“The knowledgeable bloggers, GPUG®, and online groups are all great

places to gather information.”

Name: Rob Cook

Title: Channel sales manager at

k-eCommerce

Hobbies: Golfing and bowling

Motto: “Focus on creating relationships,

NOT just the next big sale.”

Rob has been with k-eCommerce

(formerly Azox, Inc.) for three years

and had experience using Microsoft

Dynamics GP at previous sales positions

FEATURE

story by BETHANY FOYT


before joining the company. Upon entering

the channel, Rob had been conditioned in

previous roles to focus on the next sale and

closing the next big deal. His past three years

at k-eCommerce have made him realize and

focus on the big picture. “I now focus more

on creating relationships within the channel,

while still focusing on the customer, in order

to grow as a professional in the Microsoft

Dynamics community.”

That first year in the channel, Rob

remembers being hesitant to speak up as

he tried to take in the complicated inner

workings of the Partner and ISV channel. But

once Rob turned the corner of that learning

curve, he hasn’t looked back. Now as

k-eCommerce’s channel sales manager, Rob

has seen the company through a merger and

takes pride in working with his Partner base,

providing them with a go-to e-commerce

solution for Microsoft Dynamics.

Name: Asher

Mathew

Title: Strategic

alliances

manager at

Avalara

Interesting

Fact: Started

an IT intern

program at

California State

Polytechnic University that exposed

students to the working world.

Motto: “Be fearless and ask questions…

loudly!”

Computer science had always been at

the top of Asher’s interest pole, but once he

entered the business world, he found even

more satisfaction in the sales, marketing,

and business development side of things.

Asher started in the Microsoft Dynamics

channel about nine years ago as an intern at

Nodus Technologies, and after experiencing

a nurturing environment there, he moved to

Avalara and has been there for three years.

Asher has always been an inquisitive

mind, asking every question under the sun.

Remember when teachers said, “no question is

a bad question”? Asher lives this motto better

than most. With an evolving career plan in

place, he pinpoints people in particular roles

and picks their brains. He remembers his first

conversation with Jeff Geisler of Socius, the

first CEO who took his call and spent time with

him, which ultimately gave him the confidence

to successfully engage with C-level executives.

Asher says, “Ask your questions – and as loud as

possible. Someone, someplace will listen, and if

TM

TM

not, they’ll at least give you reasons why your ideas need work or would be outright impossible.”

Through meeting with countless experts in the channel, asking questions (as loudly as

possible), and working with industry mentors, Asher feels he is at a place where he can make

a profound difference for his company, his career, and his colleagues. “You have to be fearless

and willing to make a lot of mistakes from the get-go,” he says. “Only then will you put yourself

in situations that help you grow.”

Once Asher started at Avalara, he noticed the need for a business arm that focused on

Partner alliances with an emphasis on sales and marketing, and quickly pointed this out to

management. As Avalara’s first strategic alliance business development manager, Asher has

seen the number of staff in this area grow by leaps and bounds.

Asher is thankful for the nurturing qualities of the companies he’s worked with in the

channel. In addition to the great mentors, Avalara proactively invests in its young employees,

like Asher, by giving them direct access to all senior-level executives. “For an industry that’s

always changing, succession planning needs to be top of mind,” he says. “Ensure your business

success by nurturing the next-generation players and leaders in your company.”


story by JENNIFER CULBERTSON | illustration by JOHN HOLLAND

With today’s constantly changing business environment, we should all be prepared to deal

with unexpected events. The sudden arrival of a powerful new competitor, the resignation

of a high-performing salesperson, a virus attack on your website, or the discovery of a major

product bug can have serious consequences. A proactive contingency plan is the best way to

prepare for these unforeseen changes.

Why? Projections for sales, revenue, and market reaction to initiatives often depend on

factors outside of your control, and sometimes anticipated results just don’t materialize like you had planned. If you

have a contingency plan in place, however, you can respond quickly to changes and protect your company against

the risk of business and financial damage. Be proactive and plan ahead with this three-step process:

BE AWARE OF RISKS AND IDENTIFY YOUR WEAKNESSES What are the potential vulnerabilities in your marketing program? Perhaps your company’s price points for

products or services are significantly higher than that of a competitor. Do you have the right technology in place

to track and measure your marketing efforts and make changes quickly midstream if needed? A disaster, such as

a power loss or even a flood, could damage your venue shortly prior to a major event. Imagine your company’s

website fails the same day your new marketing campaign debuts or that your email marketing vendor is consistently

unreliable. Identifying worst-case scenarios for your company isn’t the most pleasant aspect of contingency

planning, but you can’t move ahead without considering them. Once you’ve identified the possible risks, you can

proceed to take an appropriate, and more informed, course of action if needed.

MONITOR THE CONDITIONSWhat happens when you didn’t expect to grow so quickly or budget enough dollars for additional product or service

development that might be needed? This is also an opportunity to watch and learn from the competition and the market.

Be sure to keep an eye on your competitors and observe how other companies market their products and services

similar to yours. Are they offering special discounts? Did they launch a new campaign? Pay close attention to better


PlanBTips for

Formulating

MARKETING CONTINGENCY PLANNING:


understand how these initiatives could potentially affect

your company’s sales. In addition, pay special attention

to the market and industry conditions. If you have a

strong industry focus, be sure to keep on top of any new

regulations or outside influences that may impact your

customers and prospects in this space. Keeping up to date

and informed will help strengthen your strategies going

forward, allowing you to capitalize on new opportunities

and more effectively stand out from the rest.

RESPOND AND ACTYou’ve identified the possible risks and you’re

keeping a close eye on how the market affects them.

Now it’s time to act. Come up with practical solutions

for your company’s biggest concerns. Suppose a key

client decides to leave your company for a competitor.

Identify other customers and prospects that you can

cross-sell to in order to help compensate for any

financial loss. Keep alternate venues in mind when

planning for a major event so that you can relocate at

the last minute if needed. Make sure everyone on your

team is aware of what actions need to be done in case

the worst happens and if suppliers are involved, inform

them too. Revisit your contingency plans as often as

possible and revise them if/when necessary.

To protect your business revenue, profitability, and

customer relationships, having a back-up plan is crucial.

From time to time, every company experiences financial

challenges and system failures, and that’s why you need

a plan B. Being prepared and identifying the risks will

not only allow your company to persevere in the face of

adversity, but it also will allow it to thrive.

Jennifer Culbertson is owner of Looking Glass Marketing

and specializes in working with Microsoft VARs and

ISVs to build and execute marketing strategies that drive

results. With her 19 years of marketing experience within

the Microsoft channel, coupled with her understanding of

Microsoft Partner needs, she can help take your marketing

to the next level. For more information, contact Jennifer at

[email protected], call 614-453-5927,

or visit www.lookingglassmarketing.com.

AXtension maximizes the Dynamics AX2012 R3 customer experience!Use AXtension® solutions as the diff erentiator to win deals over your competition.AXtension is a great opportunity to distinguish yourself from your competition and deliver an amazing

customer experience to your (potential) customers.

You can add competitive power with an AXtension® AXcelerator® for:

Document Management

Service Industries

Manufacturing

Public Sector

AXtension® Invoice Approval App.

Review vendor invoices whenever,

wherever you like, on any device.

More info at: AXtension.com

OneNeck accelerates AX.

Partnering with OneNeck® IT Solutions is the quickest way to give your AX customers flexibility, scalability...and speed.

Our Enterprise Cloud Hosting, Managed Services and Disaster Recovery solutions

can help accelerate your customers’ Dynamic AX implementation. And with

Dynamics AXaaS (AX as a Service) , our per user-based pricing solution, your

customers can grow their application at their own pace — allowing for increased

efficiency and productivity.

Plus, they get one source, one call, one point of accountability for all their AX

hosting and managed services needs.

That’s the Power of One.

Call us today to learn more 855.OneNeck


ISV PROFILE

COMPANY:

Plumbline Consulting LLC

INTERVIEWEES:

Joseph Longo, president, and

Todd Michael, general manager

WEBSITE:

www.plumblineconsulting.com

HEADQUARTERS:

Findlay, Ohio

PHONE:

Joseph: 732-476-5905

Todd: 419-581-2973

EMAIL:

[email protected]

[email protected]

ESTABLISHED:

2004

COMPANY PROFILE:

Plumbline Consulting is a premier resource for

Microsoft Dynamics Partners and ISVs needing

just-in-time services. From help desk to software

development and implementation support,

Plumbline Consulting delivers 25+ years of

Microsoft Dynamics experience to enhance and

expand Partners’ service offerings.

The Partner Channel (TPC): Tell us a little bit

about Plumbline Consulting.

Todd Michael (TM): The majority of our team

actually came from the Microsoft campus in

Findlay, Ohio, who at the time was focused on

the Microsoft Dynamics SL product. Plumbline

Consulting was established to continue serving

the Partner channel with Microsoft Dynamics SL

services. At that time, we focused on providing

supplementation of resources where Partners

didn’t have the bandwidth or skills in specific

areas of the product.

Joseph Longo (JL): Historically, a majority of

our business has been with Microsoft Dynamics

SL Partners, but we have grown over the past few

years to provide services for all Microsoft Dynamics products, including a focus on

integration of the entire Microsoft stack (SharePoint, Web Services, Security, etc.).

TPC: What type of services do you provide Partners?

TM: There are three ways to explain what we provide…

First, many Partners aren’t able to staff a call center with their consultants to

support their clients due to the lacking infrastructure and resource availability that

are needed to service clients without advance notice or scheduling. Plumbline has

a group of 10 to 12 tenured individuals that are dedicated to our Help Desk for

day-to-day calls, which offers Partners the ability to have a virtual extension of their

organization. This can be for short-term, long-term, or on an “as needed” basis.

We also assist in the sales process to help Partners attain new customers and

maintain their existing client base by offering experienced pre-sales resources. This

type of service allows Partners to utilize their internal staff to move onto the next

engagement or prospect while knowing that they are being represented well when

demonstrating the capabilities of Microsoft Dynamics.

Finally, if a Partner needs implementation assistance or custom application

development to meet the client’s needs, Plumbline can step in and provide such

services. These services can occur from the beginning with requirements gathering,

developing a custom application or customizations, or all the way through the

project plan to the go-live date.

TPC: When was Plumbline365 released and how does it work?

TM: Plumbline365 was developed in 2011 to offer a cloud-based solution for the

Microsoft Dynamics SL community. This hosting option is available as Software as a

Service (SaaS) or Infrastructure as a Service (IaaS), allowing Partners’ customers to

be hosted in the cloud without having to purchase servers, worry about backing up

data, or spending huge amounts of money if they plan to grow internally.

Joseph Longo


JL: Having this option for Microsoft Partners can sometimes make or break a deal,

so Plumbline365 has really added value to the software and services we provide.

TPC: Does Plumbline have an industry niche?

JL: Because Partners tend to bring the local and industry expertise, Plumbline

focuses more on providing the technical and product expertise that Partners need

to win more deals.

TM: We do focus on areas such as professional services and government contracting

mainly because people who work with Microsoft Dynamics SL are project-centric.

We also have ample experience working with distributors.

TPC: What are a few top reasons why Partners like working with Plumbline?

TM: We obviously provide the technical expertise, but I think Partners like working

with us is because of our deep bench and that we are readily available when they

need us. The responsiveness we provide has really built our business. We answer

quickly, respond, and assist Partners with whatever they need and whenever they

need it. This dependable service allows Partners to sell without the fear of capacity

constraint. They can go after business knowing Plumbline can supplement them in

any area that they may need.

TPC: I see you were voted best employer in Ohio for 2013. What are a few ways

you’ve been able to achieve this honor?

JL: Surveys are sent to hundreds of companies across the state to measure everything

from compensation to work environment, so needless to say, we were honored to

win in 2013. A few reasons are because of our…

» Flexible work environment: working with employees on when and where they

can work.

» Circle of excellence trips: recognizing employee achievements with an all-in-

clusive four- to five-day vacation somewhere.

» Community involvement: sponsoring the Special Olympics of NW Ohio, spon-

soring “Gliding Stars”, which provides adaptive ice skating programs for people

with disabilities, and participating in Habitat for Humanity every year.

TPC: What’s the best part about working only with Microsoft Partners?

TM: The varied opportunities we get to assist Partners and customers by building

solutions and solving challenges makes every day different and exciting. A lot has

changed over the years for Plumbline Consulting, but our business model of working

only through Partners has remained the same. I think this shows our true dedication

to helping Microsoft Partners through thick and thin.

JL: Plumbline has worked with around 5,000 clients because of the Microsoft

Dynamics Partner channel, and this experience has created an exciting and diverse

work environment at Plumbline. Our mission is “to be the Partner’s Partner”, and we

are proud to have been consistent in that approach for the past 10 years.

“Plumbline

Consulting has

played a key role in

many of our large

projects. Their

knowledge of the

Microsoft Dynamics

SL program and

their experience

modifying and

customizing

the product are

invaluable. Our

firm depends on

the quality and

responsiveness

of Plumbline

Consulting, and

the Plumbline

Consulting team

delivers for us!!”

Bill Aiton, president at SSi Consulting


Introducing…

Less stress than a Master’s

degree

Build camaraderie

with your peers

Immediate impact on your

career

Tap your inner genius

Absorb from industry

experts


www.thepartnerchannel.com/the-genius-series


story by PAM McGEE | illustration by SHAWN OLSON

Plan A was to get the promotion. Plan B was to deliver results; however, you’re in over your head. The

once untarnished rock star reputation is in question. How could you not know what to do? You do your

employees’ jobs better than they do. It should be easy right? You’re the boss now. You call all the shots,

make all the big decisions, and get the office with the door. Nonetheless, it’s 7 p.m. Friday, and you close

your laptop, drag yourself to your car, and go home wondering what in the world has happened.

If any of this sounds familiar, you are not alone. The two most important transition phases

for newly-promoted employees are to shift their identity (mindset) to fit their new role and to enhance their

management skill set (note: I didn’t say technical skill set, I said management skill set).

Firstly, as Marshall Goldsmith states in his book “What Got You Here Won’t Get You There”, your best strength

in your previous position can become your worse weakness in your new management role. For example, individual

contributors often get a tremendous amount of recognition for being productive, getting a lot done, and being the

most competent technically or in their subject matter expertise, such as marketing, sales, etc. As managers, it is

important to remain competent in your subject matter area and to get things done, but now your major priority is

to help others succeed, organize other people’s work, problem solve, manage people issues, help people through

change and transition, and build cohesive teams, to name a few. Stating the obvious, writing code is a lot different

than motivating a team member to follow a different product roadmap.

Secondly, H. Ibarra, a lead researcher in identity-based transitions, states “shifting roles is about how you see yourself

in your new role and how you can shift your mindset from being a producer to an inspirer.” In other words, perceiving

yourself as a developer who writes code and manages project maps is a different mindset than perceiving yourself as

someone’s mentor, leader, coach, inspirer, disciplinarian, and all the other roles of a leader. Part one of the transition issue

is that you don’t necessarily see yourself as the leader, and part two is a lack of skills to be a manager. (I often wonder why

someone should not hire me, someone with years of management experience and consulting, to write code because we

don’t hesitate at all to transition someone with years and years of code-writing skills to be a manager.)

To transition more smoothly, the leader can shift his/her paradigm into his/her new role by understanding Robert

Kegan’s three stages of adult development: socialized mind, self-authorizing mind, and self-transforming mind. The

socialized mind is the mind of an individual contributor who has learned to be competent in his/her role, acts as

a team player, and is dependent upon direction. The self-authorizing mind is the mind of a team leader who can

take charge, guide other people, problem solve, make independent decisions, and coach others. A self-transforming

mind is a mind of the senior leader that finds problems, thinks broadly about the business and the market, works on

big changes and future ideas, and is very interdependent on the entire organization to perform.

SSSSSAAAAALLLLLEEEEESSSSSLEADERSHIP MMMMMAAAAARRRRRKKKKKEEEEETTTTTIIIIINNNNNGGGGGG

HEREWhat Got You


Here are three tips to help you transition from individual contributor to manager and three tips to help you

transition from manager to senior leader:

» Schedule routine 1:1s with your individual team members to get to know them on a personal level, set goals,

and find out how you can assist them in their personal growth and job tasks. Be sure to coach them and not

own the problem. Ken Blanchard’s book “The One Minute Manager Meets the Monkey” details how you can

balance coaching and directing your team with owning and solving their problems.

» Schedule team meetings to talk about the work, brainstorm new ideas, and build cohesion. All team meetings

shouldn’t be all business and no fun and the reverse. Balance between running a tight meeting with agenda and

action items while leaving space for the team to relate to one another at a personal level.

» Network and build relationships with other team leaders to help you think about working cross-company,

about how to build teams, manage problems, etc. Be sure to find the right people you respect and aspire to

model. Offer to buy them a cup of coffee and just talk about what is going on with your new role. It is better to

talk to someone off the team rather than rely on those old relationships within the team. You have a new role

now and have to delicately balance your comments and attitude with your team. There is much more to be

done, but if you start here, you will start to transition to a manager mindset.

As you shift from manager to senior leader, it is implied that you have mastered the self-authoring stage and have

built skills in people development, coaching, change management, emotional intelligence, etc. It is also assumed

that you have built cross-company connections and relationships. With your new foundation, three things you

should do as you transition from manager to senior leader include:

» Create a leadership story about how you lead, what you value, and how you serve the customer. Your

authenticity and values will show broadly now; be sure you are emulating the right way.

» Think broadly across the organization and the market, balancing how much time you spend in your

discipline/department and how much time you spend on the business. It’s a balancing act between how much

time you spend “in the business” and “on the business”. You now have accountability for both driving your

business division and also driving the company forward.

» Think in strategy and people, not necessarily tactics and operations. It is important to get things done, but

you need to spend more time on the future and not just the day to day. Most senior leaders I work with have

a difficult time balancing their inbox with their white space. It is a different split between how much time

you spend on the short term versus the long term. It is my recommendation that senior leaders spend at least

THEREWon’t Get You


60 to 70 percent (or more if they can)

on the long term and developing people

and only 20 to 30 percent on the day to

day. Wow, that’s a stretch, isn’t it? But

if you build your bench strength and

your replacement, you can let go. It is an

activity that pays for itself tenfold. There

is no easy answer as to how to do this; it

is a matter of discipline and making the

time. Ask yourself:

» Are you bringing one of your

directors to each meeting with you

to groom him/her so he/she can

pick up more of the day-to-day

operations in your inbox?

» Do you call other VPs and have

lunch regularly (the time spent

building relationships will be

exponential in payoff)?

» Do you budget for training,

coaching, and people development?

» Do you spend time one-on-one

with your directs not only talking

operations and day to day, but also

grooming and mentoring?

The more people you develop and inspire,

which should be the lead purpose of your

role (besides driving the business forward),

will only help you climb the mountain of

success.

Lastly, if you are going to lead people,

LEARN HOW. This is a skill that needs to

be developed, nurtured, and constantly

practiced – whether you are a novice or an

experienced old-timer. What type of books

are you reading on leadership, what type

of skill building sessions have you attended

lately, and more importantly, how have you

improved your leadership game this year

over last year? Sometimes when we become

experienced at something, we feel we don’t

have to train and practice. Athletes will tell

you they lose their edge, no matter how

gifted or good they are, if they don’t stay

at it! So, if you are going to lead people at

any level in the organization, build your skill

and practice each month, each quarter, and

each year. And, as a fundamental baseline,

I recommend you read the following books:

“Transitions” by William Bridges, “Leading

Change” by John P. Kotter, “Emotional

Intelligence” by Daniel Goleman, and “Good

to Great” by Jim Collins. Although all four

books are dated, they are the bedrock of

leadership. Once you read the books, gobble

Phone: (406) 404-2036

www.KampData.com

Live Internet connectionnot required.

Coast to Coast Sales Tax Solution

Calculate & report from within Dynamics GP

photo by jimmyharris photo by sskennel

For rights to photos seewww.creativecommons.org/licenses/by/2.5/

photo by sskennel

Since 1993

up any leadership development opportunities. Most of the training offered by The Partner

Channel, Center for Creative Leadership, and TalentSmart is worth the money spent in gold.

There are also many great executive leadership development programs offered throughout

the world. It doesn’t have to be expensive to be good; it just has to be good. In your local

communities, put your toe in the water and experiment; you almost can’t lose. For example,

in Fargo we have an incredible “35 Under 35” women’s leadership program sponsored by the

United Way. If you run across a “stinker” program, you’ll know, and you can ask for your money

back and/or use it as a training program to teach you what NOT to do, which is sometimes as

important as what TO do. In closing, leaders should live their life in the spirit of these words

from James Dean: “Dream as if you’ll live forever. Live as if you’ll die today.”

We had technical product experts from the Microsoft Dynamics CRM team on stage at The Partner Connections Event 2013. What would you ask them?

Email your caption to Jenny at [email protected]. Submissions will be judged on creativity, relevance, and sense of humor. The prize for this contest is two (2) tickets to your local cinema.

Keep it clean folks, because in addition to printing this edition’s winning captions, we’ll also print the submission from our runner-up.

CONTESTTPC Photo Caption

Thanks for playing last issue’s contest! Our winner is Troy Gullacher of WilloWare Inc.: “We can pay to be in The List using bitcoins now? Oh yeah!”

CONTEST RESULTS

Spring 2014 Photo Caption



story by ADRIANNE MACHINA | illustration by DAVE SWANG

Have you ever signed up for a Microsoft marketing campaign and been disappointed by the

results? Sponsored a tradeshow booth that only attracted the goodie-grabbers? Signed up for an

online pay-per-click program only to watch your campaign budget fizzle away without results?

Unless you aren’t doing any marketing, the answer is probably YES. You’ve had one or perhaps

even ALL of those experiences. As your marketing advisor, I’m here to tell you that’s perfectly

normal. Failure is an innate part of the learning process.

DON’T GIVE UPIn my opinion, far too many people throw up their hands way too quickly declaring, “Marketing doesn’t

work!” They then go on to say that direct mail is a waste of money. Social media is a waste of time. Search engine

optimization is too complicated.

In marketing, Plan A is rarely the plan that prevails. Even Plan B is questionable. What looks so wonderful and

perfectly planned out on paper is spoiled by execution. Or imperfect forecasting. Or falling in love with our own

product. Or a sudden shift in the competitive landscape. Realize you have multiple opportunities (A-Z) to test,

measure, and adjust your marketing efforts.

Marketing is not engineering. One plus one does not always equal two. Sometimes it equals zero, and sometimes

it equals 10. Not to be Captain Obvious here, but the key to success is to do more of what works, and less of what

doesn’t work. If you’re not getting any business/leads from an endeavor, I don’t care if all your competitors are there.

Either commit to adjusting your strategy until you start getting leads or stop trying.

REDUCE RISKI cringe every time I hear someone say, “We spent $20,000 and didn’t get a single good lead.” GULP! That’s real

money coming out of a business owner’s pocket. My strategy has always been to test on a small scale first. Do pay-

per-click advertising to test different messages and different offers. Put different calls-to-action on your website.

Send a small sample direct mailing before you reach out to the masses.

PLAN B;24 LETTERS TO GO!

Stop Worrying About

You Still Have


Some marketing campaigns can’t be done for less

than a substantial investment. For example, a booth at

Convergence is going to be relatively expensive. While

it’s hard to cut exhibitor costs, you can set yourself up

for success by perfecting all the variables – your pitch,

your marketing materials, your offers, and your follow-

up sequences – before you go to the show.

Inbound marketing has become popular in recent

years. Instead of pushing messages out, your marketing

efforts are focused around pulling people in. I’m a huge

fan of inbound marketing because (1) the leads tend

to be more qualified, and (2) you can see the metrics

of what’s working and what’s not working. You can

see how many people went to the landing page. You

can see how many people grabbed your offer. You

can compare and contrast. I use tools like LeadPages

(www.leadpages.net) to A/B split test variations of a

client’s campaign. Wait to throw big money into the

campaign until you have perfected the entire funnel.

Our sales process is often a long one, but you know

your marketing is working when visitors keep coming

back for more!

WHEN IT’S NOT WORKING OUTSome campaigns are going to fail. Oh well. You’ve

learned one way that doesn’t work to market your

business or your product. Don’t make it any bigger

than that. Often with clients, we’ll run a post-mortem

to analyze what went wrong. What could have made a

difference that we couldn’t easily adjust? Sometimes

it’s a timing issue. Sometimes it’s that we didn’t have

compelling enough offers, and we need time to develop

new materials. It’s not the end of the world.

Fail forward – but don’t stop trying!

Adrianne Machina is the chief velocity officer at Tornado

Marketing, a firm that helps companies fill their sales

funnel with powerful marketing systems and persuasive

messaging. She can be reached at Amachina@

tornadomktg.com or 608-213-0377.

COMMUNITY. COMPETENCY. ADVOCACY

ONE community for ALLWelcome to the newly aligned Dynamic Partner Connections!

Engage with us: dynamicpartnerconnections.com

Microsoft is excited to bring you reIMAGINE 2014, powered by Dynamic Partner Connections. reIMAGINE offers role-focused content for your entire team! reIMAGINE 2014 will provide targeted learning tracks for sales, marketing, leadership, technical and development roles.

Featuring several focus areas within each track such as:

We are excited to be merging AX Partner Connections, CRM Partners Connections and GP Partner Connections to form Dynamic Partner Connections (DPC). DPC is a member-driven organization that works to increase the success of all Microsoft Dynamics partners.

New to GP Workshops Peer Interactive Discussions Feedback Loops (Conduits) Help Desk.

... with more training opportunities to be announced

Register Today:reimagine2014.com

November 10-14, 2014 Fargo, ND

DPC

Herb Groves of Mohave PC Computers found the hidden logo in

Adrianne Machina’s “Business Rescue” article on page 18 of the

Spring 2014 magazine.

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

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

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

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

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

BUS NESS RESCUE:5 Lessons from Makeover TV

18 SPRING 2014 | THEPARTNERCHANNEL.COM

Direction

WINTER 2012www.thepartnerchannel.com

ACLOUDCOMPENSATION

NEWOLDOut With the

In With the

FOR THE NEW YEAR

PLAN THAT WORKS

SETTING THE

contents

A publication dedicated to building a community for Partners

IN EVERY ISSUE

9Contributors

Surely on Santa’s Nice List

11On the Homefront

Sounds Like a Relationship

12News

Celebrating the Good in the

Community

15Events

Planning Winter Through Spring 2012

28TPC Interview

Mark Albrecht, Microsoft

43ISV Profile

Panatrack, Inc.

53Members Only Corner

5280 Solutions

54VAR Profile

The Resource Group

59The List

Updated and Ready for You

Each Quarter

82Advertiser IndexThe Product Experts

® Magazine

DEPARTMENTSLeadership

16The Entrepreneurs’ Corner

30My Team is in the Van.

Where Do We Go Now?

44You Can’t Go With the Flow if

You’re Stuck in a Box

Sales

18Make 2012 The Year That You

Keep Your Promises

34When Customers Sell for You

46A Compensation Plan That Works

Marketing

22Marketing Stickiness

36Out With the Old, In With the New

48Follow the Yellow Brick Road

FEATURES

25How Trustworthy Are You?

26TPC Caption Contest and Results

39Word-A-Ganza

40Convergence Tip of the Week

Festival

50Electronic Signature 101

52Logo Contest

56A Greeting from TPC

THEPARTNERCHANNEL.COM | WINTER 2012 5

Front cover Table of contents Photo caption

page

The end of

each articleAny graphics that have the

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

What could Jesse Byam possibily be thinking about?

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

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

is two (2) tickets to your local cinema.

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

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

CONTESTTPC Photo Caption

THEPARTNERCHANNEL.COM | WINTER 2012 26

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

Note: This is not the

hidden logo!

Summer 2014 CONTEST

SPRING 2014 Location


AIM Technologies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .21

Altec. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

AXtension . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .32

Beck Consulting. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .44

Business Computers (Time Matrix) . . . . . . . . . . . . . . . .13

Corporate Renaissance Group . . . . . . . . . . . . . . . . . . . . . 6

Data Resolution . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .75

Dynamic Communities . . . . . . . . . . . . . . . . . . . . . . . . . .45

DynamicPoint Inc.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .76

Kamp-Data, Inc.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .40

k-eCommerce. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

Liaison Software Corporation. . . . . . . . . . . . . . . . . . . . .47

MetaViewer from Metafile . . . . . . . . . . . . . . . . . . . . . . . . . 8

Microsoft Convergence . . . . . . . . . . . . . . . . . . . . . . . . . .15

Njevity, Inc.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .10

Nodus Technologies, Inc.. . . . . . . . . . . . . . . . . . . . . . . . .37

OneNeck IT Services . . . . . . . . . . . . . . . . . . . . . . . . . . . .33

Solver, Inc.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . Cover Band

The Partner Connections Event . . . . . . . . . . . . . . . . . . .14

Trans-Micro . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .20

Vicinity Manufacturing, Inc. . . . . . . . . . . . . . . . . . . . . . . . 4

WatServ . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .29

ADVERTISER INDEX

Just print the way you al-ways have; but, select the Liaison Messenger print driver. Liaison Messenger EDD will distribute every-thing simultaneously.

print

Utilize your existing report templates and contact lists from Dynamics AX, GP, SL and NAV to distribute forms like invoices, POs, & reports, even attachments.

automate

Auto-attach files like; un-paid invoices with AR statements, MSDS with shipping documents, in-stallation specs & invoices. You create the rules!!!

attach

Print, email, fax, ftp, ar-chive, encrypt, assemble, sort, convert, split, batch, burst, even password pro-tect any form or report and then send, store or print it.

distribute


MEMBERS ONLYCORNER

Members Only Tips and Tricks Conference CallEvery two months, The Partner Channel hosts a conference call for its members. Each 30-minute call

has a specific focus to help continue the success of your business. Calls take place the third Tuesday of

every other month at 11 a.m. CT. The call-in number, topic, and presenter information are sent via email

prior to the call. Contact Jasmine McNellis (see below) to participate in the call.

Thank You for Your Membership!Thank you to the many Microsoft Dynamics Partners who have joined The Partner Channel’s community.

For information on The Partner Channel Membership Program, please contact Jasmine McNellis at

701-526-3531 or [email protected].

Blue Moon Industries is an ISV for Microsoft Dynamics GP and provides

critical accounting and distribution functionality such as credit card

processing, manifest entry and tracking, chargeback tracking and

processing, invoice automation, and online invoice processing and

presentment. Blue Moon’s Operations Core module provides fully scalable

fulfillment and warehouse automation as well as EDI integration.

What activities do you enjoy during the summer months?Watching my son play baseball, going on vacation to visit my

family in San Diego, camping, and participating in one or two

triathlons.

What is your favorite thing about working in your role?Being able to help Partners and their customers be success-

ful by providing software products that are functional and meet

critical business needs. I also like the diversity of my role where I

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

2005JULY» Azox

AUGUST» DFC Consultants, Ltd.

» Plumbline Solutions,

Inc.

2006JUNE» Vicinity Manufacturing

AUGUST» Encore Business

Solutions

2008AUGUST» Compass

Technologies

2009JULY» Joesoftware Inc.

2010JUNE» Blue Moon Industries

2012

AUGUST» T3 Information

Systems

Congratulations!

INTERVIEW

may be working on the sales process one day and then assisting a

Partner with an implementation the next day.

What is the best business advice you have been given?It’s a quote from Ray Bradbury: “Love what you do and do what you love.” I also learned to

take care of your employees and offer high-quality products to your customers, which helps make

everyone successful.

How do you recover from a bad idea or project? How do you figure out what Plan B is?I’ve learned that to recover from a bad idea or project you need to take the emotion out of the

situation, which allows you to be analytical. By reviewing what went well and what did not go well,

it helps you figure out what Plan B is and the steps you need to get there.

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

Having access to other ISVs and to more Partners. The Partner Channel has a high level of quality

and respect, so we want to support the program and help it grow.

Janice Phelps, senior solutions consultant/operations director


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

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

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

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

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

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

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

Search for the products and services

you need with the new Mobile version of

The List! Add it to your home screen from:

www.thelistmobile.com or simply

scan the QR code below:

Table of Contents

Industry...................Page 50

Horizontal................Page 57

Services...................Page 72

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


CuroGens, Inc. http://www.curogens.com • 317-815-8120

NEW: Vehicle Management System for Microsoft Dynamics® AX 2012 VMS provides a comprehensive solution for automotive manufacturing compa-nies that works from order placement over VIN/HIN assignment in production to sales/service and managing dealer networks.

Data Masons Software

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

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

C hemicals

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

Horizons International

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

Vicinity Manufacturing

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

C hurches and Ministries

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

Commodity Trades

Scalable Data Systems http://www.scalable.com.au/products/commodity-trading-module 425-931-9972

NEW: Commodity Trading Complete solution for Commodity Trading companies. Key Features: Contracts, Bulk Logistics, Allocations, Risk Management – Position, ForEx, Futures Hedging, Mark to Market Reports, Track Costs and Accruals.

C ondominium Developers

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

C onstruction

AXtension http://www.AXtension.com • +3177 323 2622 AXtension® Visual Planning Real-time insight for eff ective project and/or production planning.

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

WennSoft, Inc. http://www.wennsoft.com • 262-821-4100 Signature Manage installation process. Bid, esti-mate & track project costs.

C onsumer Packaged Goods

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

Business Systems Integrators

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



Flintfox International Limited

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

HighJump TrueCommerce EDI

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

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

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

Industry IN

DU

STR

Y

Agriculture

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



A pparel/Footwear

Junction Solutions http://www.junctionsolutions.com/solutions/ms-dynamics-ax-for-retail/overview/ 303-327-8800 Junction Solutions for Multi-Channel Retail Junction Solutions provides solutions & services designed specifi cally to help multichannel retailers innovate, manage & grow their business.

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

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

Sunrise Technologies http://www.sunriseconsult.com • 336-722-6741

NEW: Apparel & Footwear Template Extends the native apparel and footwear functionality in Microsoft Dynamics AX. Order Matrix, Season Codes, Color/Size/Confi guration Scales, Customer Ship-To/Mark-For Addresses, Master Production Orders.

A utomotive

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




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

Total Dynamics Solutions, LLC

http://www.totaldynamicssolutions.com 877-855-8860

NEW: CPG Toolkit for Your Entire Organization • NO User/Seat Licensing Costs• Item & Customer Profi tability• Multiple Scenario Analysis• Variance Reporting• Top-down/Bottom -up planning by skew, cust, category etc.

C ross Industry Solution

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

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

Arbela Technologies http://www.arbelatech.com • 949-291-4777 Master Data Centralization For Dynamics AX Arbela's Master Data Centralization for Dynamics AX manages product, customer, vendor, employees, and COA master data and their fi elds across multiple companies for better shared services. Gain from our experience!

Ariett Business Solutions, Inc.

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

AssureSign LLC

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

AvidXchange, Inc.

http://www.avidxchange.com/landing/microsoftdynamics • 704-971-8154 Complete Accounts Payable Software Solution Streamline invoice capture, intelligently route approvals and automate payments all in 45 days or less... guaranteed.



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

D&B (Dun & Bradstreet) http://www.dnb.com/crmug • 952-393-3773 D&B360 for Microsoft Dynamics D&B360 integrates with Dynamics CRM, giving users access to continually updated business data on 225M+ companies and 100M+ professional contacts, and includes real-time feeds from LinkedIn, Twitter, and others.

docSTAR http://www.docstar.com • 888-docSTAR eclipse Smart AP Automation Solution Auto route & approve invoices with Intelligent Data Capture recognition.

eRequester by Paperless

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

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

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

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

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

Liaison Software Corp

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

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

PaperSave http://www.PaperSave.com • 877-727-3799 PaperSave PaperSave is a Certifi ed for Microsoft Dynamics Document Management, Electronic Workfl ow & Invoice Automation solution that eliminates inherent risks and ineffi ciencies associated with paper.

Paramount Technologies

http://www.paramounttechnologies.com 800-725-4408 WorkPlace eProcurement Solutions for Requisition, Purchasing & Invoice Automation. Options include PunchOut, Check Request, Budget Compliance, RFQ, Requisition, PO Generation, Receiving, Invoice Matching & Vendor Contract Compliance.

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

E ducation

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

Equipment Dealers

Scalable Data Systems http://www.scalable.com.au 425-931-9972

NEW: Enterprise Asset ManagementMaintain operations and ensure cru-cial assets are not offl ine. Features: Scheduling, Failure Mgmnt, Warranty, Downtime and Maintenance Analysis.

E quipment Rental and Leasing

HSO http://www.hso-equipment.com • 847-348-0588 HSO Equipment Rental/Leasing Total Service/Rental Lifecycle: Quotes w/ Guided Selling. Rent/Service by the hour, day, week, month. Ability to lease w/ buy-out or sell. Service/Rental Items are Inventory & Fixed Assets within AX.

F inance/Banking

AssureSign LLC


IND

USTR

Y



AvidXchange, Inc.


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

F ood and Beverage


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

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

Arbela Technologies http://www.arbelatech.com • 949-291-4777 Arbela Technologies Our specialties can align with all your industry-specifi c and evolving business needs. With minimum customizations, we tailor Dynamics AX to eff ectively reduce costs and improve effi ciency. Gain from our experience!

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

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


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.

Metafile Information Systems, Inc.

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

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

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






Government


Thomson Reuters, Tax and

Accounting - Government http://tax.thomsonreuters.com/aumentum 866-471-2900 Thomson Reuters Aumentum Thomson Reuters Aumentum provides government revenue mgmt. solutions.

G overnment Contracting

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

H ealthcare

Business Computers

Software, Inc. http://www.business-computers.com 303-494-9390 Time Matrix Time Clock that integrates with Dynamics GP PR, HR, PA, & Manufacturing.

IND

UST

RY



Computer Information

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

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

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


http://www.paramounttechnologies.com 800-725-4408 WorkPlace for Healthcare Drive down costs, control purchases and manage your materials. Supports single and multi-site facilities. Integrate Requisition through Invoice Automation and Inventory processes. Record items using barcode scanners.

Sierra Workforce Solutions

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

Vertical Solutions, Inc. http://www.vertsol.com • 513-891-7997 VServiceManagement Enterprise fi eld service management: Asset Mgmt., Service Projects, SLAs, Contracts/Warranty Mgmt., Dispatch & HTML5 BYOD mobility with store & forward functionality. On premise or private/public cloud.

H igh Tech and Electronics

Experlogix, Inc. http://www.experlogix.com 805-504-9729 ext. 712 Experlogix CPQ (Confi gure Price Quote) for Microsoft Dynamics CRM & ERPExperlogix CPQ solutions meet the demands of today’s competitive mar-ketplace by simplifying the process of selling customized products, accelerat-ing proposal development times and increasing quote-to-order ratios.

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

Red Maple http://www.redmaple.com • 972-980-6963 Red Maple's Advanced Trade and Pricing Adv Trade extends pricing capabilities to include complex pricing structures, extends billing, billing schedules and revenue recognition of complex transac-tions. Contracts can be generated and managed easily.

H ome Furnishings


NEW: Microsoft Dynamics AX for Home Furnishings Sunrise provides expertise in managing the complex home furnishings supply chain: container assembly and tracking, product families and sets, item master fl exibility, product confi guration, and mobile order entry.

I ndustrial Equipment


HSO http://www.hso-equipment.com • 847-348-0588 HSO Equipment for Rental/Service/Parts Total Service/Rental Lifecycle: Quotes w/ Guided Selling. Rent/Service by the hour, day, week, month. Ability to lease w/ buy-out or sell. Service/Rental Items are Inventory & Fixed Assets within AX.

mcaConnect http://mcaconnect.net • 866-622-0669

NEW: Microsoft Dynamics AX for Industrial Equipment Manufacturers Leveraging a clear manufacturing industry focus, mcaConnect provides innovative Dynamics AX solutions and services for mid-market and enterprise-size manufacturers, enabling clients to achieve competitive supremacy.


NEW: Enterprise Asset ManagementMaintain operations and ensure cru-cial assets are not offl ine. Features: Scheduling, Failure Mgmnt, Warranty, Downtime and Maintenance Analysis.


I nsurance

AssureSign LLC


Corporate Renaissance Group

http://www.employee-performance.com 613-232-4295 emPerform Easy-to-use, web-based appraisal system that integrates employee reviews, goal management, succession planning, compensation management, 360° multi-rater feedback, unlimited web surveys and reporting.

L ean Manufacturing


NEW: Areteium from mcaConnect Our Lean Enterprise solution bridges the gap between ERP and Lean. Backed by our breakthrough Lean toolkit, Areteium, we enable clients to make data-driven decisions to improve processes and enhance profi tability.

L ife Sciences

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

Junction Solutions http://www.junctionsolutions.com/solutions/life-sciences/overview/ • 303-327-8800

NEW: Junction Solutions for Life Sciences From emerging biotechnology fi rms to global biopharmaceuticals and medical device companies, Junction Solutions provides solutions designed specifi -cally to help life sciences companies innovate and grow.

M aintenance Management

eRPortal Software Group LLC

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


NEW: Enterprise Asset ManagementMaintain operations and ensure cru-cial assets are not offl ine. Features: Scheduling, Failure Mgmnt, Warranty,

Downtime and Maintenance Analysis.

M anufacturing

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




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

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


IND

USTR

Y





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

Business Computers Software, Inc.

http://www.business-computers.com 303-494-9390 Time Matrix Time Clock that integrates with Dynamics GP PR, HR, PA, & Manufacturing.

Computer Information Enterprises

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


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

Experlogix, Inc. http://www.experlogix.com 805-504-9729 ext. 712 Experlogix CPQ (Confi gure Price Quote) for Microsoft Dynamics CRM & ERPExperlogix CPQ solutions meet the demands of today’s competitive mar-ketplace by simplifying the process of selling customized products, accelerat-ing proposal development times and

increasing quote-to-order ratios.




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 NorthScope - Sales Order Complete Sales Management for Food Manufacturers w/workfl ow, automated email & status change, confi gurable UI's, catch-weight, & Price Lists. See all quantities & UOM's for units, weight & price for each line item.

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

RF-SMART http://ax.rfsmart.com • 904-399-8500 RF-SMART Data Collection #1 brand of mobile solutions for AX warehousing, manufacturing, & retail inventory control. "Your Supply Chain: Mobile. Accurate. Real time."

Scalable Data Systems http://www.scalable.com.au/products/advanced-production-scheduling-module 425-931-9972

NEW: Advanced Production Scheduling Review and adjust Prod. Schedule from the Gantt Chart. Key Features: Dashboard View, Additional sort sequences, Reroute to alt. work centers.

Scalable Data Systems http://www.scalable.com.au/products/commodity-procurement-for-manufacturing 425-931-9972

NEW: Procurement for Manufacturing Procurement of raw materials for manu-facturing with integrated MRP. Key Features: Contracts, Bulk Logistics, Allocations, Risk Management – Position, ForEx, Futures Hedging, Track Costs and Accruals.




NEW: Microsoft Dynamics AX for Manufacturing Deep expertise in supply chain imple-mentations. Get a tier 1, omni-channel, global solution for the lowest cost on the market, backed by Sunrise Global Support.




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

M edia and Entertainment

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

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

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

IND

UST

RY



P roperty Management

360 Visibility Inc. http://www.360PM.ca • 905-907-3600 360 Property Manager Written using Microsoft Dynamics NAV, 360 Property Manager© is an end-to-end software that helps you manage your entire real estate life cycle.

AvidXchange, Inc.


P ublishing


R entals

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

R etail

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


N on-Profit Organizations




http://www.paramounttechnologies.com 800-725-4408 WorkPlace for Non-Profi ts Requisition & Expense with GL Distribution, Encumbrance & Audit Trails.




O il and Gas

Computer Information Enterprises

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

HSO http://www.hso-equipment.com 847-348-0588 HSO Equipment for Rental/Service/Parts Total Service/Rental Lifecycle: Quotes w/ Guided Selling. Rent/Service by the hour, day, week, month. Ability to lease w/ buy-out or sell. Service/Rental Items are Inventory & Fixed Assets within AX.

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

mcaConnect http://ax4energy.com • 877-244-6980

NEW: AX4energy Oil & Gas Solutions AX4energy provides a package of soft-ware and services designed for Oilfi eld Services companies and Downstream/Upstream operations. Includes Upstream Exploration & Production and Joint Venture Accounting.

WennSoft, Inc. http://www.wennsoft.com • 262-821-4100 Evolution Manage resources, track assets, auto-mate fi eld ticketing, improve cash fl ow.

P harmaceuticals



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



Junction Solutions http://www.junctionsolutions.com/solutions/life-sciences/overview/ • 303-327-8800

NEW: Junction Solutions for Life Sciences From emerging biotechnology fi rms to global biopharmaceuticals and medical device companies, Junction Solutions provides solutions designed specifi -cally to help life sciences companies innovate and grow.

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

P rofessional Services



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

Rockton Software http://www.rocktonconnect.com • 877-476-2586

NEW: Rockton Connect Accounting built inside Microsoft Dynamics CRM specifi cally for profes-sional service organizations.

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


IND

USTR

Y



IND

UST

RY

Avalara, Inc.

http://www.info.avalara.com/TheList 877-780-4848 Avalara for Sales Tax Automation Automate and eliminate the complex-ity of sales tax management with Avalara. A cloud-based sales and use tax calculation, exemption certifi cate management, fi ling and remittance solution for Microsoft Dynamics.

Dynamics Anywhere http://www.dynamicsanywhere.com +31 78 68 11 234

NEW: AX Anywhere and NAV Anywhere Access Dynamics AX and NAV anywhere, anytime from any mobile device.

HSO http://www.hso-retail.com • 847-348-0588 HSO Omni Channel/Catalog/3PL Integrated Omni-Channel with stream-lined Order Management, Cart Picking, Integrated Promotions with webstore, RFM Scoring, Cross Sell, LTV, Key codes, List Management, Kitting.

Junction Solutions http://www.junctionsolutions.com/solutions/ms-dynamics-ax-for-retail/overview/ 303-327-8800 Junction Solutions for Multi-Channel Retail Junction Solutions provides solutions & services designed specifi cally to help multichannel retailers innovate, manage & grow their business.






Red Maple http://www.redmaple.com • 972-980-6963 Red Maple's Advanced Credit Cards for Retail Adv. CC for Retail allows you to process credit cards in retail environments and directly integrate into AX. PCI validated CC solution native to AX. Red Maple has many processor options for CC for Retail.

Red Maple http://www.redmaple.com • 972-980-6963 Red Maple's Advanced Credit Cards PCI validated CC solution native to AX and Retail for AX. We integrate to 13+ processors. Take payments in SO, AR or Projects. Tokenization is available. Process CC in multiple countries. Handle complex transactions.



NEW: Retail Toolkit for Your Entire Organization • NO User/Seat Licensing Costs• Integrated Store/Merch Planning• Ticket/item/employee detail• Corporate & Store level P&Ls• Inventory analytics/optimization • Product life-cycle management

S ocial Services


S oftware

Corporate Services

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


S oftware Manufacturers



NEW: Rockton Connect Accounting built inside Microsoft Dynamics CRM specifi cally for software companies.

S taffing/Recruiting

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

W arehouse Management

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

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

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


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

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

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

Dynamics Anywhere http://www.dynamicsanywhere.com +31 78 68 11 234

NEW: AX Anywhere and NAV Anywhere Access Dynamics AX and NAV anywhere, anytime from any mobile device.


Lanham Associates® http://www.lanhamassoc.com 678-379-4200 ext. 105 ACE Warehousing© Flexibility from basic to advanced func-tionality. Receiving, picking, shipping, realtime inventory in NAV via wireless devices. Also grows to license plating, serial no. tracking & production output registration.




Tasklet Factory http://www.taskletfactory.com • +45 96 354 500 Mobile WMS for Dynamics NAV Mobile WMS is a user-friendly Mobile Warehouse Management solution with on/offl ine mode that integrate out-of-the-box with Dynamics NAV.

Tasklet Factory http://www.taskletfactory.com • +45 96 354 500 Mobile WMS for Dynamics AX Mobile WMS is a user-friendly Mobile Warehouse Management solution with on/offl ine mode that integrate out-of-the-box with Dynamics AX.

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

W holesale Trade: Durable Goods


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







Scalable Data Systems http://www.scalable.com.au/products/landed-cost-module 425-931-9972

NEW: Landed CostManage Multiple Vendors/PO’s as a shipment to improve effi ciency/vis-ibility. Key features: Accruals, Auto Cost Allocation, in transit costing.

W holesale Trade: Non-durable Goods




Horizontal

A ccounting


NEW: Rockton Connect Accounting built inside Microsoft Dynamics CRM.

A nalytics


Encore Business Solutions http://www.encorebusiness.com 888-679-5720 ext. 336 Project Tracking with Advanced Analytics Streamline your COA’s. Record & report rev, expense & profi t by proj; against budgets; over multiple yrs. Great al-ternate to GP Proj. Acctg.

Encore Business Solutions http://www.encorebusiness.com 888-900-4992 ext. 336 Advanced SmartList Enhanced analysis of SmartList data. Ad-hoc reports & queries on the fl y. Sort, fi lter & re-order columns easily. Sum groups of info fast.


A pplication Lifecycle Management

Adxstudio Inc. http://www.adxstudio.com • 800-508-7811 Adxstudio ALM Toolkit Application lifecycle management for Dynamics CRM solutions and data.

A sset Maintenance/MRO/EAM

eRPortal Software Group LLC

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


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

A utomation

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

HO

RIZO

NTA

L



B anking

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

Barcode Data Collection

Computer Productivity Services Inc.

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

Computer Productivity Services Inc.

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

Dynamic Manufacturing Solutions

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



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

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

RF-SMART http://ax.rfsmart.com • 904-399-8500 RF-SMART Data Collection #1 brand of mobile solutions for AX warehousing, manufacturing, & retail inventory control. "Your Supply Chain: Mobile. Accurate. Real time."

B udgeting

deFacto Global, Inc.

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

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

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



NEW: Budgeting & Planning ToolKit for Your Entire Organization • NO User/Seat Licensing Costs• Financial & Sales Planning• Procurement Planning• Trade Management• Secure input, consolidation, and Versioning; top-down/bottom-up

B usiness Intelligence

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

Corporate Renaissance Group http://www.trendminer-xrm.com 613-232-4295 Trend Miner Ground breaking historical trend analysis & B.I. visualization for Dynamics CRM. Go beyond a snapshot of data to reveal eye-opening trends for better planning & decision making.




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

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

Halo Business Intelligence

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

SMB Suite http://www.smbsuite.com • 888-525-6398 SMB Intelligence Grow smarter and improve effi ciency by integrating all functions of your business, with role-based dashboards, reporting, and forecasting.

Sunrise Technologies

http://www.sunriseconsult.com 336-722-6741

NEW: Sunrise BI Put data to work anytime, on any device, anywhere; enabling companies to make decisions and take action–empower-ing users beyond BI. Provides mobile, analytics, and extension/completion of transactional systems.



NEW: Business Intelligence Plus Toolkit for Your Entire Organization • NO User/Seat Licensing Costs• Dynamic Cubes (GL/Profi t/&More)• Web-based Reporting• Dashboards• Admin Tools: Security/ Scenarios/Hierarchy/ & More

ZAP http://www.zapbi.com • 415-889-5740

NEW: ZAP Business Intelligence ZAP provides 'Buy, Not Build' busi-ness intelligence for companies using Microsoft Dynamics AX, CRM and NAV. With 1000+ pre-packaged analytics, our BI deployments are rapid and deliver immediate business outcomes.

HO

RIZ

ON

TAL



Business Process Management

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







ReadSoft http://www.readsoft.com • 504-841-0100 ReadSoft Online for Accounts Payable Automation Automate your invoice processing by eliminating data entry, manual approvals & fi ling with capture & workfl ow tools integrated with Microsoft Dynamics. Based on 20+ years of experience & 8500 customers worldwide.

C heck Printing


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

MHC Software, Inc.

http://www.mhcsoftwareinc.com 952-882-3341 Document Express Accounts Payable & Payroll MICR Check Printing MICR checks print to blank stock from standard Dynamics output. Ideal for unique customizations- print virtu-ally any data available in Dynamics on checks. Digitized signatures, positive pay, secure remote printing.

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

C ommissions

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

Red Maple http://www.redmaple.com • 972-980-6963 Red Maple's Advanced Commissions Adv Commissions is fl exible and handles complex commissions. Commissions can be calculated based on many criteria and can be paid at invoice, upon pay-ment or periodically. It can be used in SO, Projects, AR & AP.

Sikich http://www.Sikich.com • 630-566-8400 NAV Commission Management System Simplify commissions with commission management software for Dyn NAV.

C ompliance

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

AIM Technologies http://www.aim-technologies.com/acadashboard.html • 888-234-0428 The ACA Dashboard Complete solution for proactive man-agement and reporting for compliance with the Aff ordable Care Act.

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

Arbela Technologies http://www.arbelatech.com • 949-291-4777 Arbela Security Manager Arbela Security Manager allows you to focus on your business and not your technology needs. On average, our customers have gained 90% effi ciency in managing and auditing processes. Gain from our experience!

Fastpath Solutions, Inc

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

Rockton Software http://www.rocktonsoftware.com 877-476-2586

NEW: Auditor Track data changes in Microsoft Dynamics GP, including at the SQL database level.


NEW: Dynamics GP Toolbox Over 25 customer-suggested tools for every user of Microsoft Dynamics GP. Inactivity Timeout, Security Manager, User Lockout & more.

Cost Accounting

Corporate Renaissance Group

http://www.crgroup.com • 613-232-4295 Cost Allocator Perform multi-level account allocations using 1 of 4 methods: percentage values, fi xed amounts, cost drivers/measures, or account balance. Integrates with Dynamics, other ERP solutions or as a stand-alone system.

C redit Card/Check Processing


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

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

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

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

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

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

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

HO

RIZO

NTA

L



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

Nodus Technologies, Inc. http://www.nodus.com • 909-482-4701 CRM Charge Our secure ePayment solution will simplify credit card and eCheck pro-cessing, reduce credit card fees & help fulfi ll PCI requirements for CRM online and on premise.

Red Maple http://www.redmaple.com • 972-980-6963 Red Maple's Advanced Credit Cards for Retail Adv. CC for Retail allows you to process credit cards in retail environments and directly integrate into AX. PCI validated CC solution native to AX. Red Maple has many processor options for CC for Retail.

Red Maple http://www.redmaple.com • 972-980-6963 Red Maple's Advanced Credit Cards PCI validated CC solution native to AX and Retail for AX. We integrate to 13+ processors. Take payments in SO, AR or Projects. Tokenization is available. Process CC in multiple countries. Handle complex transactions.

C ustomer Relationship Management

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

eBridge Connections

http://www.ebridgeconnections.com 800-755-6921 eBridge for CRM Cloud solution for seamless integration of customer & opportunity data.



NEW: CRM We are a global leader in delivering Dynamics CRM/XRM solutions. Our success is exemplifi ed by multiple Microsoft Partner of the Year awards and numerous customer success stories.

SMB Suite http://www.smbsuite.com • 888-525-6398 SMB Sales Improve the productivity of your sales team with SMB Sales. Manage all of your accounts, contacts, & forecasting with powerful dashboards that are fully integrated with Microsoft Outlook.

Visionary Software Consulting, Inc.

http://crm-rules.com • 877-276-1942 CRM Rules for Microsoft Dynamics CRM 2011 & 2013 Easily customize complex, dynamic CRM forms. More powerful than PBL.

D ata Integration

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

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

D&B (Dun & Bradstreet) http://www.dnb.com/crmug • 952-393-3773 D&B360 for Microsoft Dynamics D&B360 integrates with Dynamics CRM, giving users access to continu-ally updated business data on 225M+ companies and 100M+ professional contacts, and includes real-time feeds from LinkedIn, Twitter, and others.

eBridge Connections

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

Encore Business Solutions http://www.encorebusiness.com 888-679-5720 ext. 336 Project Tracking with Advanced Analytics Streamline your COA’s. Record & report rev, expense & profi t by proj; against budgets; over multiple yrs. Great alternate to GP Proj. Acctg.

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

D ata Management



D istribution




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

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

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


Blue 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.


HO

RIZ

ON

TAL



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

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

HSO http://www.hso.com • 847-348-0588 HSO Business Apps for Distribution Built on the base of over 100+ Distribution clients, HSO has over 200 “Business Apps” including – Landed Cost Tracking, Container Management, Advanced com-missions, HSO Connect BI/SharePoint/CRM, Advanced Pricing etc.

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


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





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 Ariett Cloud Document Management & Automation Service New breakthrough Windows Azure Cloud Service that automatically processes your documents & transactions - AP Invoices, contracts, expense receipts etc with zero employee involvement.


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

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

Computer Information

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


NEW: SharePoint Document Connector for Microsoft Dynamics® AX 2012 SharePoint Document Connector for Microsoft Dynamics® AX 2012 is a customized solution that enables companies to merge the best features of Microsoft SharePoint seamlessly with Microsoft Dynamics® AX 2012.



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



MHC Software, Inc.

http://www.mhcsoftwareinc.com 952-882-3341 MHC Image Express Electronically archive vendor invoices,HRdocs, POs & more. Automated document entry. Retrieve documents from Dynamics screens or web browser. Retrieve related documents with a single click. Workfl ow & Report imaging.


E -commerce

Avalara, Inc.


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

HO

RIZO

NTA

L



Computer Pundits Corporation

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

eBridge Connections

http://www.ebridgeconnections.com 800-755-6921 eBridge for eCommerce Cloud integration with 20+ eCommerce platforms eg. Magento, Amazon, eBay.

Kamp-Data, Inc. http://www.kampdata.com • 406-404-2036 KampData TaxEngine Manage & report nationwide sales & use taxes from any application.

k-eCommerce http://www.k-eCommerce.com • 734-928-6010 k-eCommerce Integrated B2B, B2C & Sales Portal websites deployed on premise or in a PCI Compliant cloud. Built-in CMS, SEO, multilingual / multicurrency capabilities & responsive web design to support mobile & tablet devices.

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

SMB Suite http://www.smbsuite.com • 888-525-6398 SMB eCommerce Take your business online with SMB e-Commerce. Create web storefronts, track and manage the customer buy-ing experience, and accurately process transactions, which are fully integrated with SMB Suite solutions.

E DI

AIM Computer Solutions, Inc.

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

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





eBridge Connections

http://www.ebridgeconnections.com 800-755-6921 eBridge for EDI Cloud EDI solution, no transaction fees, 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 solu-tion that is easy to use, robust, and aff ordable. TrueCommerce EDI is a Microsoft Gold Certifi ed Partner and certifi ed for Microsoft Dynamics GP.

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

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

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

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

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


Scalable Data Systems http://www.scalable.com.au/products/electronic-document-interchange 425-931-9972

NEW: EDIStreamline communications between customers/vendors. Key Features: Auto transfer between parties, Orders, Invoices, ASN’s & Multi location.

E lectronic Document Delivery (Email)/Faxing

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





m-hance Inc http://www.m-hance.com/us • 617-401-3341 Active Documents for Sales and Purchasing Email singular or bulk remittances, statements, SOP & POP docs directly from Dynamics GP. Also enables RE-PRINTING of remittances.


NEW: Dynamics Report Manager Any report, any time, any where, on any device.

E lectronic Signatures

AssureSign LLC


E xpense Solutions

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



HO

RIZ

ON

TAL





DynamicPoint http://www.dynamicpoint.com • 562-726-4396 SharePoint Expense Reimbursement Solution Exclusively for Microsoft Dynamics One Time Cost and No Per User Fees. Leverage DynamicPoint's SharePoint Product at a fraction of alternative solution costs to eff ectively integrate and streamline employee expense reimbursement with Dynamics.



Gorilla Expense http://www.gorillaexpense.com 877-973-6737

NEW: Gorilla Expense The Gorilla Expense T&E solution includes mobile apps, corp. & personal credit card integration, project accounting related expenses, multi-currency, VAT/GST features, policy setup & integration to GP, NAV, SL & AX.

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


http://www.paramounttechnologies.com 800-725-4408 WorkPlace Expense Web-based Travel Request and Expense entry. Mobile expense and receipt capture with integration to AP and Projects.

F ield Service Management

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

FieldOne Systems

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


WennSoft, Inc. http://www.wennsoft.com • 262-821-4100 Signature Innovative fi eld service solutions stream-line operations from sales to the fi eld to accounting.

F inancial Services

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

F ixed Assets

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

G eneral Ledger

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

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

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

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

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

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

H R Management

Corporate Renaissance

Group http://www.employee-performance.com 613-232-4295 emPerform Easy-to-use, web-based appraisal system that integrates employee reviews, goal management, succession planning, compensation management, 360° multi-rater feedback, unlimited web surveys and reporting.

Genbil Software http://www.genbil.com • 503-914-6304

NEW: GenbilHREasily manage all HR processes in CRM; Recruitment, Learning, Personnel

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




Paychex http://mystaffi ngpro.com • 800-939-2462 myStaffingPro Applicant Tracking System Recruiting software to qualify applicants, track jobs, and select hires.

SMB Suite http://www.smbsuite.com • 888-525-6398 SMB HR & Payroll Consolidate all HR information and systems with SMB HR & Payroll, including employee and benefi ts administration, employee self- service, payroll, and tax compliance.

I nter-company Processing

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

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

HO

RIZO

NTA

L



m-hance Inc http://www.m-hance.com/us • 617-401-3341

NEW: Inter-company Trading for Dynamics GP View and select stock, auto generate purchase/sales orders, auto match invoice when goods received, drop ship in partner company. Save time, reduce lost sales and input errors by eliminating manual processes.

Sikich http://www.ExcelIntegrator.com • 260-485-0665 Infinia Integrator MEM Copy & paste GP intercompany trans-actions or Binary Stream MEM from Excel to GP.

I nventory Enhancement


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


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

I nventory Management

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

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



Cutwater http://www.cutwatersolutions.com 800-564-8806 (AIM) Advanced Inventory Manager Reporting categories to allow users to gain insight into the cost and effi ciency of current stocks. Reports also track order history and analyze and monitor purchasing trends across vendors and product groups.


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

Lanham Associates® http://www.lanhamassoc.com 678-379-4200 ext. 105 AFP (Advanced Forecasting and Procurement) for Manufacturing Enables just-in-time production pur-chasing via comparing component time-phased demand to dynamic vendor lead-time. Works with Inventory items as components or fi nished goods. Gain visibility & control.



I nvoicing Enhancement

AvidXchange, Inc.


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

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

Encore Business Solutions http://www.encorebusiness.com 888-647-7113 ext. 336 Subscription Billing (formerly called Recurring Contract Billing) Automates & manages cyclical & sub-scription based billings.

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

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

m-hance Inc http://www.m-hance.com/us • 617-401-3341 Purchase Management for Dynamics GP Flexible end-to-end solution which increases effi ciency of the purchasing process. Web based, user friendly with adaptable workfl ows. Modules:• Requisitions • Goods receipt • Invoicing • Expenses • Approval app

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

ReadSoft http://www.readsoft.com • 504-841-0100 ReadSoft Online for Accounts Payable Automation Automate your invoice processing by eliminating data entry, manual approvals & fi ling with capture & workfl ow tools integrated with Microsoft Dynamics. Based on 20+ years of experience & 8500 customers worldwide.


J ob Costing


Scalable Data Systems http://www.scalable.com.au/products/workforce-planning 425-931-9972

NEW: Timesheet - Labor Costing ManagementAllow real time visibility of costs to current projects. Key Features: Payroll Integration, Workfl ow Approvals, Total hours or start/end times.


NEW: Shift & Roster ManagementDesign and implement rosters to meet complex requirements of 24/7 opera-tions. Key Features: Roster Positions, Shift Calendar, Sub Contractors.



HO

RIZ

ON

TAL



WennSoft, Inc. http://www.wennsoft.com • 262-821-4100 Signature Manage costs by closely tracking all components of a project - labor, materi-als, equipment, etc.

M anufacturing Enhancement




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

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

M arketing Automation

CoreMotives, a Silverpop company

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

InfoGrow Corporation http://www.CRM2Emails.com 800-897-9807 ext. 225

NEW: CRM2Email CRM2Emails off ers organizations that use MS Dynamics CRM a highly eff ec-tive e-marketing tool at their fi nger tips using the power of Constant Contact.

M obility

ChargeLogic https://www.chargelogic.com/anywhere 877-292-2520 ChargeLogic Anywhere Mobile credit card processing that transfers orders & payments into NAV.


Multi-Entity Management


Occupational Health & Safety

Joesoftware Inc. http://www.joesoftware.com • 780-990-0220

NEW: Marshal Keep Operational Health and Safety records up-to-date and audit ready from the fi eld or the offi ce using Marshal.

P ayables Enhancement

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






AvidXchange, Inc.



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.


ICAN Software Corporation http://www.icansoftware.com 253-777-0708 ext. 112 Mass Apply Payables Mass Apply Payables automates the process of applying payments and credit memos against AP vouchers. It also is an integration tool for import-ing vendors, vouchers/credit memos, manual payments, & apply info.

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


Kamp-Data, Inc. http://www.kampdata.com • 406-404-2036 DynamicZip Manage & report nationwide sales and use taxes from within GP.

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


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


m-hance Inc http://www.m-hance.com/us • 617-401-3341 Purchase Management for Dynamics GP Flexible end-to-end solution which increases effi ciency of the purchasing process. Web based, user friendly with adaptable workfl ows. Modules:• Requisitions • Goods receipt• Invoicing • Expenses • Approval app

HO

RIZO

NTA

L



MHC Software, Inc.

http://www.mhcsoftwareinc.com 952-882-3341 Electronic Payment Notifi cations Email and/or fax remittance advices to vendors rather than printing and mailing. System also can be used for employee reimbursements. Huge cost and time savings. Fast ROI.


http://www.paramounttechnologies.com/Solution_InvoiceAutomation.aspx 800-725-4408

NEW: WorkPlace AP Invoice Automation Enforce spend management and ap-provals for PO and non-PO Invoices.

ReQlogic http://www.reqlogic.com • 734-302-2316 ReQlogic ReQlogic is a browser-based employee productivity suite providing solutions for eProcurement, requisitions, vendor invoices, time & expense, and advanced workfl ow.

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

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

P ayroll Enhancement

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


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

Integrity Data http://www.integrity-data.com 217-732-3737 ext. 0203 Payroll Enhancements for Dynamics GP Proven solutions for US Payroll including leave management, automatic e-mailing of direct deposit statements and W-2‘s, managing complex payroll posting requirements/corrections, confi guring overtime rules and more!


Isis, Inc. http://www.isissoftware.com/enha/isis_sl_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.


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

MHC Software, Inc.

http://www.mhcsoftwareinc.com 952-882-3341 Electronic Direct Deposit Delivery Email direct deposits to employees rather than printing/distributing. Password protected PDF attachments are emailed to employee. Fast ROI.



Sikich http://www.ExcelIntegrator.com • 260-485-0665 Infinia Integrator PR Allow users to Copy-Paste-Import Payroll trans from Excel to Dynamics.

P ortals

Adxstudio Inc. http://www.adxstudio.com • 800-508-7811 Adxstudio Portals Web portal application platform for Dynamics CRM Online, 2013 & 2011.

DynamicPoint http://www.dynamicpoint.com • 562-726-4396 Employee, Vendor & Customer Portals Integrated with Microsoft Dynamics Extend crucial Microsoft Dynamics data with custom SharePoint Portals.


P rocurement Management

Alba Spectrum Corporation http://www.albaspectrum.com • 773-384-9264 Alba360 Requisition Management Flexible, cost-eff ective, based on Alba360 Advance Workfl ow. Includes req requests, confi gurable multi-level/parallel approvals, PO release to Vendor, PO receipts, Visual Designer and Mgmt console. GP, web & mobile.

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



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.

m-hance Inc http://www.m-hance.com/us • 617-401-3341 Purchase Management for Dynamics GP Flexible end-to-end solution which increases effi ciency of the purchasing process. Web based, user friendly with adaptable workfl ows. Modules:• Requisitions • Goods receipt• Invoicing • Expenses • Approval app


http://www.paramounttechnologies.com 800-725-4408 WorkPlace eProcurement Solutions for Requisition, Purchasing & Invoice Automation. Options include PunchOut, Check Request, Budget Compliance, RFQ, Requisition, PO Generation, Receiving, Invoice Matching & Vendor Contract Compliance.

HO

RIZ

ON

TAL



Red Maple http://www.redmaple.com • 972-980-6963 Red Maple's Purchase Rebates Purchase Rebates tracks your rebates receivable. Rebates can be triggered and calculated on many criteria. Rebates can be calculated per invoice or over time. Promotional rebates can be calculated as well.

ReQlogic http://www.reqlogic.com • 734-302-2316 ReQlogic ReQlogic is a browser-based employee productivity suite providing solutions for eProcurement, requisitions, vendor invoices, time & expense, and advanced workfl ow.

P roduct Lifecycle Management

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

P roductivity


NEW: SmartFill SmartFill ~ The Google-style data entry search tool.

Production Planning

Scalable Data Systems http://www.scalable.com.au/products/advanced-production-scheduling-module 425-931-9972

NEW: Advanced Production Scheduling Review and adjust Prod. Schedule from the Gantt Chart. Key Features: Dashboard View, Additional sort sequences, Reroute to alt. work centers.

Scalable Data Systems http://www.scalable.com.au/products/commodity-procurement-for-manufacturing 425-931-9972

NEW: Procurement for Manufacturing Procurement of raw materials for manu-facturing with integrated MRP. Key Features: Contracts, Bulk Logistics, Allocations, Risk Management – Position, ForEx, Futures Hedging, Track Costs and Accruals.

P roject Accounting



Corporate Renaissance Group http://www.crgroup.com/PATools 613-232-4295 PA Tools for Project Accounting Easy-to-use add-ons to help facilitate the setup and ongoing maintenance of your GP Project Accounting. There are 3 PA Tools available: PA Budget Importer, PA GL Validator, and PA Cubes.

Encore Business Solutions http://www.encorebusiness.com 888-679-5720 ext. 336 Project Tracking with Advanced Analytics Streamline your COA’s. Record & report rev, expense & profi t by proj; against budgets; over multiple yrs. Great al-ternate to GP Proj. Acctg.

Gorilla Expense http://www.gorillaexpense.com • 877-973-6737







P urchase Order Processing Enhancement

Alba Spectrum Corporation http://www.albaspectrum.com • 773-384-9264 Alba360 Requisition Management Flexible, cost-eff ective, based on Alba360 Advance Workfl ow. Includes req requests, confi gurable multi-level/parallel approv-als, PO release to Vendor, PO receipts, Visual Designer and Mgmt console. GP, web & mobile.



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

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

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




m-hance Inc http://www.m-hance.com/us 617-401-3341 Purchase Management for Dynamics GP Flexible end-to-end solution which increases effi ciency of the purchasing process. Web based, user friendly with adaptable workfl ows. Modules:• Requisitions • Goods receipt• Invoicing • Expenses • Approval app


http://www.paramounttechnologies.com 800-725-4408 WorkPlace Requisition and Purchasing Includes PunchOut, Check Request, Budget Compliance, RFQ, Requisition, PO Generation, Receiving, Invoice Matching & Vendor Contract Compliance.

Red Maple http://www.redmaple.com • 972-980-6963 Red Maple's Purchase Rebates Purchase Rebates tracks your rebates receivable. Rebates can be triggered and calculated on many criteria. Rebates can be calculated per invoice or over time. Promotional rebates can be calculated as well.

WilloWare, Inc. http://www.willoware.com 888-339-4556 ext. 1 Blanket PO Blanket PO adds an unlimited number of control lines to one PO.

Q uality Control



R eceivables Enhancement


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.

HO

RIZO

NTA

L





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

Sikich http://www.ExcelIntegrator.com • 260-485-0665 Infinia Integrator AR Allow users to Copy-Paste-Import AR transactions from Excel to Dynamics.

Stanley Stuart Yoff ee & Hendrix, Inc.

http://www.ssyh.com/products/ssyh-add-ons/ar-collections-manager/ • 407-660-0059 AR Collections Manager for Microsoft Dynamics SL Automates time-consuming collection activities and improves cash fl ow.

Stanley Stuart Yoff ee & Hendrix, Inc.

http://www.ssyh.com/products/ssyh-add-ons/national-accounts/ • 407-660-0059 National Accounts for Microsoft Dynamics SL Easily track & apply payments for customer parent/child relationships.

Reconciliation

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

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

Adra Match http://www.adramatch.com • +44 207 868 5171 RECEIVABLES - Payment Matching Software Receivables handles complex incoming payments your ERP system can't match. By using three information sources - the payment fi le, open invoices and the customer register - the system matches all incoming payments.

Isis, Inc. http://www.isissoftware.com/enha/isis_sl_cash_basis.aspx • 804-762-4200 Cash Basis Accounting Report Financial GL data on both the Accrual Basis and Cash Basis.

m-hance Inc http://www.m-hance.com/us • 617-401-3341 The Reconciler for AR and AP The automated reconciliation tool for highlighting the cause of imbalances between the AR or AP modules & the GL Control Accounts.

m-hance Inc http://www.m-hance.com/us • 617-401-3341 Reconciler for Inventory Automatic reconciliation of transactions generated through the Inventory module to the Inventory Control Accounts in Microsoft Dynamics GP.


NEW: Bank Management for Dynamics GP Fully integrated Bank Reconciliation for GP, Import Bank Statements & rec-oncile direct to GL. This also aids SEPA compliance for those trading in Europe.

R eporting

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

Corporate Renaissance Group http://www.trendminer-xrm.com 613-232-4295 Trend Miner Ground breaking historical trend analysis & B.I. visualization for Dynamics CRM. Go beyond a snapshot of data to reveal eye-opening trends for better planning & decision making.




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

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


KTL Solutions, Inc. http://www.ktlsolutions.com • 866-960-0001 Crystal Converter Converts Crystal Reports to SQL report-ing services RDL.


NEW: Dynamics Report Manager Any report, any time, any where, on any device.

R oyalty


S ales Order Processing Enhancement


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




HO

RIZ

ON

TAL



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.






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




NEW: Omni Price Your magical slice-and-dice-your-price device. Mention this ad for a 10% discount.

S ecurity

Arbela Technologies http://www.arbelatech.com • 949-291-4777 Arbela Security Manager Arbela Security Manager allows you to focus on your business and not your technology needs. On average, our customers have gained 90% effi ciency in managing and auditing processes. Gain from our experience!


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.


http://www.gofastpath.com 515-276-1779 ext. 410 Fastpath Audit Trail An agile auditing tool that records changes to all Dynamics databases for easy analysis and reporting. You can know what changed, who changed it and the before and after values. Real information, real results.

KTL Solutions, Inc. http://www.ktlsolutions.com • 866-960-0001 KTL PR Security Allows you to restrict access to employee info based off of user ID.


NEW: Auditor Track data changes in Microsoft Dynamics GP, including at the SQL database level.


NEW: Dynamics GP Toolbox Over 25 customer-suggested tools for every user of Microsoft Dynamics GP. Inactivity Timeout, Security Manager, User Lockout & more.

S hipping/Manifesting


ChargeLogic http://www.chargelogic.com • 877-292-2520 ChargeLogic Shipping Intelligent, easy shipping for NAV. Accurate rate quotes and tracking.

Lanham Associates® http://www.lanhamassoc.com 678-379-4200 ext. 105 E-Ship Ship from sales order through manifest. Pkg carriers/labeling available.

S upply Chain Management


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.










HO

RIZO

NTA

L





Sy stem Enhancement

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

DynamicsDownloads

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




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.



T ax

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.




NEW: VAT Management for Dynamics GP Accurately track VAT, deal eff ectively with partial, fi xed and variable VAT recovery. Reclaim tax that is right-fully yours, save time, increase fi nancial control and compliance. Suitable for trading in Europe.

Vertex SMB http://www.VertexSMB.com/TheList 855-221-5885

NEW: Vertex SMB Cloud-based, fully automated sales & use tax calculation and returns solution for Microsoft Dynamics with pay-as-you-go pricing.

T ime and Attendance



Joesoftware Inc. http://www.joesoftware.com • 780-990-0220 Penny Web-based timesheets, employee/manager self-service for CAD payroll.









T rade Promotion Management



T ravel Expense Management

Gorilla Expense http://www.gorillaexpense.com 877-973-6737


W arranty and Claims Management

Red Maple http://www.redmaple.com • 972-980-6963 Red Maple's Warranty Management Red Maple Warranty Management allows companies to automatically track the purchase and sales of items from vendor to distributor to end user. Generated claims can be tracked and managed.


HO

RIZ

ON

TAL



W orkflow / 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 .


AvidXchange, Inc.




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.


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.




MHC Software, Inc.

http://www.mhcsoftwareinc.com 952-882-3341 MHC Workflow Easily route documents needing ap-proval- invoices, HR docs, etc. electroni-cally. Ensures they are not lost, stalled or misplaced.


Red Maple http://www.redmaple.com • 972-980-6963 Red Maple's Advanced Workfl ow Adv Workfl ow enables workfl ows to launch automatically on defi ned criteria or events. Includes 50+ predefi ned Types (2012)/Templates (2009) to expedite rollouts. New records can be locked during approval process.

Red Maple http://www.redmaple.com • 972-980-6963 Red Maple's Advanced Workfl ow Email Client Adv. Workfl ow Email Client allows you to approve, reject or redirect workfl ows from mobile devices that use Microsoft Exchange Server without having to launch AX. Red Maple's Adv. Workfl ow is required.

HO

RIZO

NTA

L

“Data Masons fi nds The List as a “must have” for Microsoft Dynamics Customers. If you are looking for an ISV

solution to round out your Microsoft Dynamics ERP investment, there is only one all-inclusive source for this to

date; The List.”

Dennis BruceData Masons Software

Have The List help you like it helps Data Masons Software:



.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!


A pplication Service Provider/Hosting


Myappsanywhere

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

MG Technology Group

http://www.mgtechgroup.com/about-us/partner-program/ • 866-350-9310

NEW: Dedicated Dynamics ERP Hosting Services - 99.999% SLA, SSAE16 11+ years experience, you own the customer relationship, 100% US support.

Njevity, Inc. http://www.njevitytogo.com/partner 720-870-9700 NjevityToGo White Label “Dynamics Cloud Business in a Box™” Cloud & Hosting Services for Dynamics Partners Don’t sell THEIR ERP Cloud, sell YOUR ERP Cloud, YOUR Brand. With our Cloud Services Program—YOU own the customer, YOU handle the billing, YOU make BIG $ for the entire contract. WE make YOU look like a Cloud Expert!

OneNeck® IT Solutions LLC http://www.oneneck.com • 480-315-3000 Dynamics Hosting and Managed Services Provider OneNeck® provides a comprehensive, fl exible suite of Microsoft Dynamics hosting and managed services designed to help companies improve system per-formance and leverage their Dynamics AX enterprise application.

RoseASP http://www.roseasp.com • 858-794-9403 RoseASP RoseASP has been hosting Microsoft Dynamics and ISV solutions since 2000. Subscription pricing available on dedicated or shared infrastructure with regular backups. 21 CFR Part 11 Compliant. Guaranteed 99.5% uptime.

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

Business Portal Development

DynamicPoint http://www.dynamicpoint.com • 562-726-4396 Dynamics Business Portal Enhanced with SharePoint Customizations Extend the out-of-box Dynamics Portal with SharePoint Customizations.

C losing Sales

InsideView http://www.insideview.com/microsoft 415-728-9363 InsideView CRM Intelligence Real-time company and contact informa-tion inside CRM that helps you engage more eff ectively with customers and prospects.

C loud Computing


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.


Njevity, Inc. http://www.njevitytogo.com/partner 720-870-9700 NjevityToGo White Label “Dynamics Cloud Business in a Box™” Cloud & Hosting Services for Dynamics Partners Don’t sell THEIR ERP Cloud, sell YOUR ERP Cloud, YOUR Brand. With our Cloud Services Program—YOU own the customer, YOU handle the billing, YOU make BIG $ for the entire contract. WE make YOU look like a Cloud Expert!


Reviora http://www.reviora.com • 813-344-1600 Cloud ERP hosting Cloud hosting for Dynamics ERP/CRM. Enterprise-class delivery.

RoseASP http://www.mygpcloud.com • 888-794-9401 MyGPcloud myGPcloud is the fi rst on-demand Microsoft Dynamics GP application off ered on a monthly subscription, with no setup fees. Your prospects can be set up on a free 30 day trial with mobile access in less than 5 minutes.

SMB Suite http://www.smbsuite.com • 888-525-6398 SMB Suite Grow smarter with SMB Suite’s fully-integrated Microsoft Cloud ERP, CRM, and eCommerce solutions for small and mid-sized businesses.

SER

VIC

ESServices



SERV

ICES

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 experience in custom development work.

Isis, Inc. http://www.isisinc.com • 804-762-4200 Isis Custom Development Isis provides cost eff ective outsourced custom development (C#, VB.NET, ASP.NET, C++) to our partners and custom-ers worldwide at reduced rates as low as $20 per hour depending on project size and skill set required!

KTL Solutions, Inc. http://www.ktlsolutions.com • 866-960-0001 Custom Development We are a certifi ed .Net and Dexterity development group with over 15 years experience. Provide us with your require-ments for a free estimate.



WilloWare, Inc. http://www.willoware.com 888-339-4556 ext. 2 WilloWare Custom Development Fixed bid customization developed to the same high standards as our popular ISV products, including on-line help and detailed documentation.

D ata Services


D emand Generation


D exterity 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.


E mail Marketing

InfoGrow Corporation http://www.CRM2Emails.com 800-897-9807 ext. 225

NEW: CRM2Email CRM2Emails off ers organizations that use MS Dynamics CRM a highly eff ec-tive e-marketing tool at their fi nger tips using the power of Constant Contact.

Implementation & Consulting

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



I mplementation Services





M anaged Services


NEW: Managed Services for AX mcaConnect customers utilize our indus-try experts to maximize resources and AX ROI. Our proactive and disciplined approach makes processes repeatable and predictable. Includes AO, Optimization, and Reporting.


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

M arket Research


M arketing Planning & Services

Looking Glass Marketing

http://www.lookingglassmarketing.com 614-453-5927 Cost-eff ective Marketing Solutions for Microsoft Dynamics Partners Award-winning outsourced marketing services including lead generation, nurture marketing, email marketing, web design/SEO, content development.

The Partner Marketing Group

http://www.thepartnermarketinggroup.com 605-574-9432 Microsoft Approved Vendor for Dynamics Marketing Consulting From strategic marketing plan develop-ment to the critical daily execution, this Microsoft experienced team can help fi ll your sales pipeline.

Tornado Marketing, Inc.

http://www.tornado-marketing.com 608-213-0377 Marketing Consulting Tornado Marketing off ers high-impact, highly eff ective marketing consulting. 10+ years in the channel. Websites. SEO. Copywriting.



“The List on my mobile phone is so convenient! Last year at Convergence, one of our customers was in search of

a BI solution specifi c to Microsoft Dynamics GP and I was able to quickly pull up several ISVs for them to further

investigate from The List on my mobile phone. 3 clicks and less than a minute, and they were off with a plan.”

Tiff any AllenDynamicPoint

Have The List help you like it helped Tiff any with DynamicPoint:

SER

VIC

ESM ember Organizations

Dynamic Communities

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

O nDemand Trials

RoseASP http://www.goERPcloud.com • 855-ERP-CLOUD ERP Cloud Trials Test drive preconfi gured Microsoft Dynamics industry specifi c demo environments with integrated ISV so-lutions built for the web. goERPcloud trials help users understand the power of Dynamics and the cloud.

P artner Support Service

DFC Consultants, Ltd http://www.DFCconsultants.com • 800-277-5561

NEW: Expert WennSoft Support Get expert WennSoft support for your customers from an Executive Partner.

Plumbline Consulting, LLC.

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

S ales Tax Management Service

Avalara, Inc.


Vertex SMB http://www.VertexSMB.com/TheList 855-221-5885

NEW: Vertex SMB Cloud-based, fully automated sales & use tax calculation and returns solution for Microsoft Dynamics with pay-as-you-go pricing.

S harePoint Development


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

S ocial Media


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

S oftware Development Consulting

Isis, Inc. http://www.isisinc.com • 804-762-4200 Isis Consulting Isis provides cost eff ective outsourced software consulting to design, build, & test the software your clients need worldwide at reduced rates as low as $20 per hour depending on project size and skill set required!


S trategic Services

mcaConnect http://www.mcaconnect.net • 866-622-0669

NEW: mcaConnect Strategic Services Strategic Services allow our clients to strategically leverage technology to achieve competitive supremacy. Off erings include: business transforma-tion, Lean/manufacturing excellence, and Strategic BI services.

T raining

Accolade Publications, Inc.

http://www.accoladepublications.com 321-206-4690 Training Manuals User and Training Manuals for MS Dynamics GP, AX, SL, NAV, and CRM. Professionally Written--User Readable from Your Dynamics Education Experts.

Martin & Associates http://www.martinandassoc.com 513-772-7284 ext. 118 GP, CRM, and Management Reporter Training Hands on training at our Cincinnati location. GP classes include Financials & Supply Chain. CRM classes are Sales Management & Marketing Automation. We also off er Management Reporter classes. See website for details.

U pgrades




NEW: Dynamics AX Upgrade Assessor for Microsoft Dynamics® AX In just minutes, Dynamics AX Upgrade Assessor for Microsoft Dynamics® AX will estimate costs for your company to upgrade to the most recent version of Microsoft Dynamics® AX, including the latest cumulative update.

W riting/Documentation Services


http://www.thepartnermarketinggroup.com 605-574-9432 Blogs, Case Studies, Infographics, Websites Use 'content marketing' to build your brand and drive prospects into your sales pipeline.

CONTACT

Azure: Cloud Platform and Infrastructure created by Microsoft for

Deploying your Dynamics ERP & CRM Applications. Data Resolution

delivers the same world class hosting experience to your Customers.

30 Day Trials: Drive more volume, accelerate the sales process, and

deliver great value solutions to customers at that right prices. This

Dynamics POC: A more robust Proof of Concept environment

stamp of approval or during the course of the sales process.

Partner Cloud: Create your own horizontal, industry or vertically

focused, world class repeatable / packaged ERP solutions to end

customers, enabling VARS to go to market with their own privately

branded solution with little to no up front costs.

the partner channel magazine summer 2014

Documents

process manufacturing

microsoft dynamics gp

batch manufacturing

vicinity manufacturing

microsoft dynamicsecommerce

solutions compatible

process manufacturing

microsoft dynamics erps