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FOCUSED ON Financial Reporting and Budgeting Management Reporter: READY FOR PRIME TIME A LOOK AT Warehouse Optimization
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FOCUSED ON Financial Reporting
and Budgeting
Management Reporter:
READY FOR PRIME TIME
A LOOK AT Warehouse
Optimization
Spring 2014 | 3
spring 2014 | www.axug.com In Every Issue
5 From the Director
7 Events
8 Meet the Leaders
9 Welcome to Our New Members
17 Word Find
25 Name That Photo Contest
33 Academy Corner
35 Volunteer of the Quarter
Chuck Moore
39 Find the Logo Contest
43 The AX List, from The Partner Channel
Features
10 Microsoft Member Showcase
Swamy Narayana
12 Microsoft Dynamics AX 2012 R3:
What it Means for Warehouse Optimization
14 Top Collaborate Discussions
18 VAR Partner Member Showcase
I.B.I.S. Inc.
20 Management Reporter:
Ready for Prime Time
23 On Topic
26 ISV Partner Member Showcase
Jet Reports
28 Financial Reporting in Microsoft Dynamics AX:
Management Reporter
34 Tips & Tricks
So You’ve Outgrown Budgeting in Excel
36 Industry Showcase
Life Sciences
39 The Best of 2013
40 ISV Partner Member Showcase
Wolters Kluwer, CCH
FOCUSED ON Financial Reporting
and Budgeting
Management Reporter:
READY FOR PRIME TIME
A LOOK AT Warehouse
Optimization
Advertiser Index
Altec . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Arbela Technologies . . . . . . . . . . . . . . . . . . . . 2
AxSource Infotech Inc. . . . . . . . . . . . . . . . . . 37
AXtension . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
AXUG Summit 2014 . . . . . . . . . . . . . . . . . . . . 42
Bottomline Technologies. . . . . . . . . . . . . . . . . 6
Client Strategy Group . . . . . . . . . . . . . . . .30-31
Jet Reports. . . . . . . . . . . . . . . . . . . . . . . . . . . 32
k-eCommerce . . . . . . . . . . . . . . . . . . . . . . . . . 38
MetaViewer from Metafile . . . . . . . . . . . . . . . 60
OneNeck IT Services . . . . . . . . . . . . . . . . . . . 24
Radley Corporation . . . . . . . . . . . . . . . . . . . . 59
RF-SMART . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Sandler*Kahne Software, Inc. . . . . . . . . . . . . 16
ScanWorkX. . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Solver, Inc . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
WatServ . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11
contents
Self-ServiceBusiness Intelligence
Planning DashboardsP D
ReportingR
Other DataSources
Other DataOther DataSourrceesesces
DataWarehouse
DataWarehouseWarehouse DW
ERPERPERPCRMCRMCRM
CollaborationnC
Out of the box integration to Microsoft Dynamics AX
Ideal FRx Replacement
Live Excel and Web-based Reporting and Dashboards
Financial Consolidations and Operational Reporting (for GL and Sub-ledgers)
Integrated Excel-based Budgeting, Forecasting and What-if analysis
Preconfi gured Data Warehouse (Combine data across multiple sources)
Collaboration Portal for sharing reports, discussions and decision-support
www.solverusa.com | [email protected] | 800.281.6351
Full Integration to Microsoft Dynamics
®
AX 2012
Available Now!
Self-ServiceBusiness Intelligence
Planning DashboardsP D
ReportingR
Other DataSources
Other DataOther DataSourrceesesces
DataWarehouse
DataWarehouseWarehouse DW
ERPERPERPCRMCRMCRM
CollaborationnC
Out of the box integration to Microsoft Dynamics AX
Ideal FRx Replacement
Live Excel and Web-based Reporting and Dashboards
Financial Consolidations and Operational Reporting (for GL and Sub-ledgers)
Integrated Excel-based Budgeting, Forecasting and What-if analysis
Preconfi gured Data Warehouse (Combine data across multiple sources)
Collaboration Portal for sharing reports, discussions and decision-support
www.solverusa.com | [email protected] | 800.281.6351
Full Integration to Microsoft Dynamics
®
AX 2012
Available Now!
Spring 2014 | 5
What a fantastic year 2013 was for the Microsoft Dynamics AX User Group.
It was great to see the growth in AXUG®,, including events in Rome and
Barcelona, along with the successful launch of the AXUG Collaborate
site. With 2014 well under way, there is no shortage of great programs
for AXUG Members to participate in and gain valuable knowledge to enhance their use of
Microsoft Dynamics AX.
At the start of each year, there are always a few topics Members are talking about: budgets,
taxes, and forecasting the year ahead. So, with those items in mind, we decided to have the theme
of this issue be finance. While finance is a broad topic, you will find great content for not only the
many finance professionals who are AXUG Members, but also valuable content and updates for
those that aren’t ever mistaken as “bean counters.” (I think I can use that term, as I’m married to
one! ) The world of ERP software all started with accounting systems that were built to do more
than just finance, so this theme is a great way to level set the year of AXUG programs, taking us
back to the core in some instances, while at the same time looking to the future and all the new
and exciting ways Microsoft Dynamics AX can support your business objectives.
When it comes to topics such as budgets, taxes, and forecasting, AXUG provides many ways to
network and share experiences with other Users. The Finance, Internal Control & Compliance,
and BI and Reporting Special Interest Groups (SIG) are just one place where many finance
professionals are furthering their knowledge. If you haven’t checked out some of the finance-
related discussions on the AXUG Collaborate site at community.axug.com, you are missing out!
Of course, we have many great AXUG Premium Partners who host webinars and showcase their
products that also play vital roles to enhance your Microsoft Dynamics AX environment. Don’t
forget: all AXUG webinars are recorded, so you can play them back at your own leisure.
As we turn the calendar on a great year for AXUG, I want to personally thank the board
of advisors who provides great leadership for us. We reorganize a new board each year at
Convergence, so to the outgoing board members, a big thank you from me and the entire
Microsoft Dynamics AX community. In the past year we saw a record number of webinars
(147), 1,000 attendees at AXUG Summit in Tampa, and continued growth of AXUG outside
North America with User group day at Convergence EMEA in Barcelona. All of these great
achievements, plus the roll-out of the AXUG Collaborate site, took place under the direction
of the 2013-2014 AXUG board of advisors, leaving large shoes for the new board to fill!
I would be remiss if I didn’t quickly mention Convergence 2014 in Atlanta. If you happen
to be lucky enough to be reading this magazine while at Convergence and are not an AXUG
Member, I encourage you to get involved and join AXUG (www.axug.com/join-axug/). Stop
by the AXUG kiosk in the Microsoft Solutions Experience in the Expo Hall to learn more
about all the great benefits AXUG Premium membership has to offer you and your company.
Finance is just one of the many, many areas that Microsoft Dynamics AX Users just like you
meet to discuss and learn from each other. AXUG provides the best opportunity for you
and your company to maximize your investment in Microsoft Dynamics AX through the
objectives of listening, learning, and sharing. Join AXUG; you won’t be disappointed.
Here’s to a great Convergence!
Frank Vukovits, Jr.
Director – Programming, AXUG
Going to the Next Level...
Sherry Linares
letterfrom the axug director
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2014:
Shaping Up
to Be Our
Best Year
Yet
Frank Vukovits, Jr.
See Bottomline’s Solutions in Action at Convergence Booth #2509
Spring 2014 | 7
Super charge your Microsoft Dynamics AX business
Add competitive power to your dynamics AX platform with an AXtension® solution for:
Supercharge your Dynamics AX platform with AXtension solutions and save time on your business
critical process, optimize customer satisfaction and achieve an early ROI.
Visit booth #2329 at the Microsoft Dynamics Convergence 2014 in Atlanta to get a live demonstration
of any AXtension solution and see our NEW Invoice Approval App.
eventssessions meetings courses
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The event calendar on www.axug.com and the weekly AXUG® newsletter are your best sources for the latest AXUG event information as this list is subject to change. Events are added weekly, so check back often and get registered for the next exciting AXUG event.
AXUG Focus Event MAY 2014 | DALLAS, TEXASDate and details coming soon
AXUG Focus Event
JUNE 2014 | INDIANAPOLIS, INDIANADate and details coming soon
The Partner Connections Event OCTOBER 13-14 | ST. LOUIS, MISSOURIwww.thepartnerconnectionsevent.com
AXUG Academy
Pre-Conference Training
OCTOBER 13-14 | ST. LOUIS, MISSOURIwww.axugsummit.com
AXUG Summit 2014
OCTOBER 14-17 | ST. LOUIS, MISSOURIwww.axugsummit.com
Regional Chapter/Global Branch
Meetings
MARCH 18 – Florida | Tampa
MARCH 20 – Minnesota | Edina
MARCH 20 – Southwest | TBD
APRIL 15 – Netherlands | TBD
APRIL 17 – Minnesota | Edina
APRIL 17 – New England | Cambridge, Massachusetts
MAY 12-13 – Germany MBUF Meeting | Movenpick Hotel Suttgart Airport
MAY 14 – Carolinas | Charlotte, North Carolina
MAY 15 – California (NorCal) | TBD
MAY 15 – Minnesota | Edina
MAY 16 – Ohio | TBD
senior manager of
enterprise systems for
Fluidigm
Christian Gawronski
Tell us a little about Fluidigm.
Fluidigm (NASDAQ:FLDM) develops, manufactures, and markets
microfluidic systems to leading academic institutions, clinical laboratories,
and pharmaceutical, biotechnology, and agricultural biotechnology
companies in growth markets, such as single-cell genomics, applied
genotyping, and sample preparation for targeted resequencing.
Our single global instance of Microsoft Dynamics AX 2012 currently
supports 42 Users worldwide. In order to take advantage of product
improvements, we may invest in an upgrade in 2014 or 2015.
What are you looking forward to as an AXUG Board Member?
As I am relatively new to Microsoft Dynamics AX (two years), I am
interested in strengthening my relationships with other end Users and
decision makers to better understand how Microsoft Dynamics AX is
transforming their businesses.
AXUG® has two new faces on our board.
Please help us welcome Christian Gawronski and Paul Vaughan!
enterprise information
services manager for
Stupp Bros., Inc.
Paul Vaughan
Tell us a little about Stupp Bros.
Our company is in the steel fabrication business. We produce steel
girders for bridges, oil and gas pipe, and beams and columns for commercial
buildings.
We have more than 100 licenses and 30 to 40 Users and upgraded to
Microsoft Dynamics AX 2012 R2 CU6 in early February, with plans to
upgrade another legal entity in March.
What are you looking forward to with board involvement?
I have always been impressed with how the board has constantly sought
to bring diversity and possibilities to Microsoft Dynamics AX Users. I
experienced this with my very first AXUG Summit in Chicago and have
watched that evolve throughout the years.
I look forward to continuing that growth and helping AXUG remain a
strong source for every Microsoft Dynamics AX User to turn to for the
assistance and collaboration needed to get the most out of their respective
implementations.
8 | AXUG Magazine
leadersmee t your a xug l e aders
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Spring 2014 | 9
Able Services
Axcess A/S
Birgma International Ltd
Danske Fragtmænd A/S
DaySpring
DELTA
Friedkin Companies Inc.
GI
GN Netcom A/S
Goodwins Lucan Ltd
King Arthur Flour
Company
Kopenhagen Fur
Lekolar AB
Maersk Tankers A/S
Meet one of our newest
Premium Members...
Goodwins Build
& DIY Products
Goodwins Build & DIY Products is one of Ireland’s biggest
suppliers of building and construction materials to house builders,
construction professionals, and public customers in the greater
Dublin/Leinster region.
Their builders merchants was established in 1978 by William
Goodwin, father of the organization’s current managing director,
Jonathan Goodwin.
“My aim is to develop my knowledge and skills around Microsoft Dynamics AX. We have Microsoft Dynamics AX 2009, and I need to know a lot more about its workings.”
Growing with its customers since 1978, Goodwins Build & DIY
Products operates its build and DIY stores from two strategic
locations, Lucan and Mulhuddart, adjacent to major road networks
in Dublin.
“I’m looking forward to a Dublin AXUG meeting in February,” says
Jonathan. “My aim is to develop my knowledge and skills around
Microsoft Dynamics AX. We have Microsoft Dynamics AX 2009, and
I need to know a lot more about its workings. What will help me are
local User group meetings and online training resources plus reading,
and learning from, Q&A from other Users.” AXUG
Premium User Members
Added Last Quarter
AKA Enterprise Solutions
AXspecialists
KnowledgeLake
Premium Partner Members
Added Last Quarter
membersw e l c o m e t o o u r n e w m e m b e r s
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Welcome to the new Members who have invested
in AXUG® Premium membership and Partner
membership this year! Each new Member adds
value not only to their own organization, but also
to the entire AXUG community as they share their
knowledge and experiences. Please note that these
organizations have given AXUG permission to share
their name publicly.
PlanetTogether
ScanWorkX/eNSYNC
Solutions
Marubeni-Itochu
Tubulars America,
Inc.
Orifarm Group A/S
Rosti
SEFNCO
Communications
Talison Lithium Pty Ltd
Teknologisk Institut
The Business Labs
Trefor
University of Mary
Verengo Solar
Walker County Texas
10 | AXUG Magazine
Swamy Narayana, principal PM lead,
has been with Microsoft for the last
six years, starting with development
for Microsoft Dynamics AX 2012 in
the financials area. He also leads the
development of the product’s public sector industry
solution and supports the Customers participating
in the Technology Adoption Program (TAP). AXUG®
sat down with Swamy to find out what he finds
most rewarding about his job, what his team did
in the financials area of Microsoft Dynamics AX
2012 R3, and his take on the greatest ROI Users
have with Microsoft Dynamics AX.
AXUG: What do you find most rewarding about
what you do?
Swamy Narayana (SN): As a program
management lead, I have a team that continues
to influence the product in many aspects. I love
getting feedback from Users as to how we can
impact them and their organizations, and I like to
see them delighted with what we have to offer.
AXUG: Your team has been very busy getting
Microsoft Dynamics AX 2012 R3 ready for
general availability. What was your team’s
greatest contribution to that release?
SN: Right, we’re focused on releasing R3, and our
team was responsible for quite a few changes in the
budgeting area and accounting framework in this
next release.
AXUG: What can you tell us about the financial
changes in R3?
SN: R3 includes the features we did in CU6, CU7,
and more. One of the big things you will see is that
Management Reporter has become an integral part
of Microsoft Dynamics AX functionality. You will
see this in installation set-up components as well
as launching from Microsoft Dynamics AX. There
have been many improvements, such as default
report templates, side-by-side report layouts, and
availability in all languages, making it very useful
to all Users.
All areas within financials, GL, budgeting,
AP, AR, etc., have been enhanced in the last 12
months. This includes one feature that is a very
popular request/feedback item from Customers
and Partners: the elimination of multiple vouch-
ers when a product receipt for stocked items is
posted. This will help accountants and finance
managers to reconcile and identify accounts for
further review very easily. The other common
theme you will see across all areas is performance
improvements.
AXUG: How did you prioritize the list of what
would go into R3?
SN: We look at what we’re already building,
various feedback that comes from Customers
and prospects, and comments from Users via the
Connect tool.
There are three major sources for our product
backlog: feedback from Customers, issues we are
seeing through sustained engineering, and chang-
es happening in the market place or our competi-
tors. Once we have that list pulled together, we
prioritize where we’ll put our focus based on the
most value for our Customers without risking loss
of any current functionality.
AXUG: What kind of feedback are you receiving
from those in TAP?
SN: We showcase all of our enhancements
through webinars to participants of TAP. These
have had great feedback. For example, the Partners
and Customers are excited about the budgeting
functionality available in Microsoft Dynamics AX.
Previously, budgeting was dependent on third-
party providers, but now we have a product that
Swamy Narayana
microsoft member showcase
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Swamy Narayana, principal PM lead
Spring 2014 | 11
meets their needs and natively integrates
with other modules of Microsoft
Dynamics AX.
AXUG: What will your team be up to at
Convergence?
SN: We’ll have sessions on financials
and Management Reporter and will also
participate in AXUG sessions. We’re also
working on recruiting more Users for our
Customer Council so that we can reach out
to them periodically to get their feedback
on the product.
AXUG: After all of these improvements,
what do you feel is the greatest ROI for
a User with Microsoft Dynamics AX?
SN: They’re familiar with the User
interface and the technology stack we
use. Microsoft Dynamics AX is more
and more a complete solution for a larger
segment in the market. The improvements
in Microsoft Dynamics AX 2012 and
Microsoft Dynamics AX 2012 R3 include
a lot of functionality that enterprise
Customers are used to, and we’re able to
provide that now with simplicity and cost-
effectiveness.
AXUG: What are you most looking
forward to with your team and
Microsoft Dynamics AX?
SN: I’m excited to be working on the
next release of the product that will
introduce the modern client and
technologies that our Customers expect
us to deliver on. I’d love to see more
Customers in our Customer Council
program to provide feedback and
validate our approach. AXUG
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AUSTRALIA SOUTH AFRICA DENMARK HOLLAND BELGIUM GLASGOW
Visit us at Booth 2635
Whatever the goals are for implementing a warehouse
management system (WMS), many companies
and integrators fail to realize the importance of
including lean material flow principles as part
of their WMS implementations. Companies
implement a WMS with a variety of goals in mind. These can include
replacing a legacy or proprietary WMS, improving inbound and
outbound cycle times, increasing throughput, allowing for real-time
data and visibility, increasing productivity to achieve ROI results, and/
or a combination of these goals or others. Microsoft Dynamics AX
WMS now not only offers all of the above, but is also fully integrated
into the core Microsoft Dynamics AX ERP system, which removes
the need for any type of interface between systems.
Don’t Optimize a Bad Process
Everybody has heard the phrase, “Don’t optimize a bad process.”
This could never be truer than in a WMS implementation.
Implementing a WMS system is a substantial financial investment
in search of quality results. Time and time again, companies remain
inflexible in regards to reviewing storage media, warehouse layout,
process time studies, and even moving product to ensure proper
zoning of product with their WMS. With manual or automatic
suggested putaway logic, Microsoft Dynamics AX WMS allows for
the planning of the layout of product in your warehouse as well as
much additional functionality ripe for additional optimization.
The design phase of a WMS implementation should be based on
a future vision of the optimal processes for your distribution center
rather than the current process flows. The idea of configuring your
WMS around the way your operation is running today is an idea
that assumes that the current facility layout is optimal, SKU levels
will remain stagnant, and both your inbound and outbound order
profiles aren’t going to change over the next several years. This also
assumes that the current slotting in your facility is optimal and the
number of times you replenish forward pick locations is optimal.
With the ability for defined shipments, Microsoft Dynamics AX
WMS offers the opportunity for optimized replenishments and
picking routes.
Optimizing Processes
When thinking of optimizing future processes with a WMS, these
are five commonly overlooked areas:
» What is the five-year forecasted growth for the SKUs, velocity,
and cube in the current warehouse?
WHAT IT MEANS FOR WAREHOUSE OPTIMIZATION
2012AX
R3
MICROSOFTDYNAMICS
by Bruce Eicher and David Slater
12 | AXUG Magazine
» Is the warehouse slotted properly? Is the product located in the
correct location based on order profiles, and do the forward pick
locations have the proper capacity to accommodate an optimal
days on-hand quantity?
» Is there a clear understanding of order profiles both inbound
and outbound?
» Do I have the optimal material handling equipment?
» Can relocating product in the facility improve a process with
the implementation of a WMS such as Microsoft Dynamics AX
WMS?
The truth is, if you don’t know the answers to some or all of these
questions before your WMS design sessions begin, you’re leaving
savings on the table.
Understanding the Current Baseline
It is important to understand where you are today so that you can
strategically plan for your WMS future process. Gathering important
large sets of data items, such as outbound orders, inbound orders,
inventory snapshots, locations, and the item master data, is useful to
understand the correct baseline. The analysis of this data produces
several, often eye-opening, results for our Customers. These results
typically include:
» Outbound orders summarized by channel (e-Commerce, phone,
etc.)
» Delivery points by three-digit ZIP code
» Grouping of SKUs together by velocity by unit of measure
» Average units per line
» Order affinity for SKUs
» Ideal size of active/pick locations
» Determination of whether a fixed or dynamic pick location is the
best solution or a combination of the two
Additionally, it is important to document current processes in
detail and provide a time study for each activity. Until it is known
where employees spend their time through observations and time
studies, it is difficult to hone in on the pieces of that process that if
reduced, could make the overall process more efficient.
Let’s use a picking process flow as an example broken down by
the percentage of time a picker spends performing a task. In this
specific warehouse, the picker spends 52 percent of his time picking,
33 percent of his time traveling, and 12 percent of his time tearing
off carton tops. This is sample data from an “each” pick environment
with several hundred Users. A drop of a percentage point in any of
these areas will mean thousands of dollars of savings per year.
This particular Customer picked off of paper and required the
worker to remove box tops at the “each” pick face if the carton wasn’t
already open. If the company moved the removal of the box tops to
the replenishment activity, it would see increased overall savings in
picking.
Another procedural improvement that would result in significant
savings is to direct the User on the proper travel path. There are
lean components that can contribute to reducing the percentage of
travel the picker is performing. These components include slotting
optimization results from the material flow data study. Additionally,
setting up the proper pick sequence in the WMS can assist in
reducing travel.
Implement a WMS Along
with Lean Concepts
The picking example in the previous section is a simple example of
why a WMS won’t completely optimize your warehouse operations.
In that instance, a WMS will take the paper out of a picker’s hands,
direct the User to the next location, and require the User to scan the
location and/or item being picked. This alone will drive a certain
amount of savings. However, the WMS won’t be able to recognize
that the removal of the box tops should be a replenishment activity
instead of a picking activity. Additionally, the WMS won’t slot the
warehouse properly without some initial SKU and order analysis to
slot SKUs and create an optimal pick path.
Summary
A WMS such as Microsoft Dynamics AX WMS provides a systemic
set of instructions to the User which alone will drive a certain amount
of efficiency and tracking. However, without a proper slotting and
procedural analysis, the WMS that you thought would optimize
your entire warehouse can turn into a very expensive data collection
tool. In order to not leave money on the table during your WMS
implementation, perform a detailed slotting analysis and operational
analysis before the WMS functional design sessions. These lean
concepts will significantly increase your ROI when investing in a
WMS. AXUG
enVista is an AXUG Premium Partner and a National Gold Partner with Microsoft, certified for Microsoft Dynamics AX, and is a member of the Microsoft Dynamics Partner Advisory Council. Bruce Eicher is managing partner and David Slater is senior project manager at enVista. Bruce can be reached at 877-684-7700.
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Spring 2014 | 13
14 | AXUG Magazine
Conversations are flying on AXUG® Collaborate, and
we thought it would be fun to look back at some of
the top discussions from the last quarter. If you’d like
more information on any of these topics, log on to
AXUG Collaborate (http://community.axug.com) to
read the full conversation.
SQL Server Reporting –
Third-Party Tool
15 Replies
Is there anyone that has any experience using a third-party tool
for SQL Server Reporting that allows regular users (outside of IT) to
create and/or edit their own reports? Looking for something pretty
easy to use with very little knowledge of SQL. Thanks!
Stephen Wagner | developer | Diamond Plastics Corporation
Freight Tracking in Microsoft
Dynamics AX
13 Replies
Hi everyone! I have a question regarding freight tracking within
Microsoft Dynamics AX. Has anyone integrated a third-party
solution for tracking freight? If so, what do you use? We would
like to be able to track things like weight, cost, misc. charges, load
utilization, premium freight, etc. We have discussed using a third-
party logistics company, which would give us access to some of this
information in their reports. However, I would prefer to be able to
track within Microsoft Dynamics AX.
David Zuidema | controller | Dennen Steel Corp
Invoice Delivery –
Email, Fax, Regular Mail
12 Replies
We’re checking alternatives for invoice delivery from Microsoft
Dynamics AX. Some of our customers are asking for email delivery,
some want invoices by fax, and many still want invoices by regular
mail. What are the best solutions for automating the distribution
among the different delivery methods? Microsoft Dynamics AX print
management? A custom solution? We’re on Microsoft Dynamics
AX 2009, but Microsoft Dynamics AX 2012 solutions may also be
applicable. Thanks.
Phil Schmalzried | manager of business intelligence and
integration | Zurn Industries, LLC
Mass BOM Updates
11 Replies
I’m curious about something. I’ve only been working with
Microsoft Dynamics AX for about nine months. Part of my job is
BOM entry for new products. Sometimes we have a part number
change that may affect anywhere from 1-20,000 BOMs. If the number
is relatively small, I can do them manually. If the number is a huge
amount, however, we submit these to our IT dept for a mass update.
To even begin the latter, it requires a lot of planning and prioritizing.
So my question to you is this: Is there a way that I can change a single
part number across several BOMs at once without involving IT? And
if so, what about effective dates, op sequences, and so on? Any input
on this situation would be greatly appreciated. Thank you.
Johnny Valentine | Propulsys
Security/Form Access by Roles
10 Replies
I’m brand new to Microsoft Dynamics AX, and the company I
work for is also just implementing Microsoft Dynamics AX 2012.
What I’ve been asked to look into is how to configure Microsoft
Dynamics AX to allow and disallow access to forms based on role. For
instance, we don’t want a purchasing manager to be allowed to work
with the Vendor Groups form under Setup on the Area Page, but we
do want the accounts payable manager to work with that form. Both
their profiles have the “Enable vendor process” duty attached which
contains a privilege named “Maintain vendor groups”. What I’ve been
able to figure out is I can modify the access level of the “Maintain
vendor groups” privilege to “No access”, and that will restrict the
Purchasing Manager from seeing the link on their Area Page, but this
access level change appears to be global and is also having the same
impact to the accounts payable manager.
Hopefully the example is clear as to what the issue is and what I’m
hoping to achieve. Just thinking aloud, but would something like this
situation require creating a new duty without the “Maintain vendor
group” privilege? Or can this be done through the AOT? Or can the
privilege itself be configured to apply with specific roles only?
Any help would be appreciated. Please let me know if further
details are required, and I’ll try to answer them.
Kevin Banh | IT developer | Davis Wire Group
TOP COLLABORATE DISCUSSIONS
Spring 2014 | 15
Training for Microsoft Dynamics AX
2012 R2
10 Replies
As we are preparing to implement Microsoft Dynamics AX 2012
R2, what is the best way for our internal team to learn the base
functionality of Microsoft Dynamics AX (out of the box with no
customization) and train our developers? Our Partner will provide
training later during the assessment phase, but I would like our core
team to start understanding what is available prior to engaging the
Partner.
Has anyone located any training material that has been helpful
understanding Microsoft Dynamics AX 2012 R2: Websites, printed
material, or even training classes? Are there any consulting firms that
have delivered exceptional training?
I am seeking power User training as well as training for the internal
development team. The development team members are .NET/C#
developers.
We are new to Microsoft Dynamics AX, so we have no experience
with the prior versions. During the sales cycle, for the most part,
they presented Microsoft Dynamics AX 2009; however, we opted to
implement Microsoft Dynamics 2012. We are an industrial distributor
with plans to implement the financials, warehouse management,
procurement, forecasting, and order processing (all modules related
to order to cash).
John Fetherolf | IT manager | Kimball Midwest
Microsoft Dynamics AX 2009 On
Hand Form – Performance
10 Replies
We are about a year into our implementation. At times (becoming
more frequent), the form can take minutes to load. It does not affect
all Users. When this happens, it does not always affect the same
group of Users. My role is not technical. I’m in the materials group.
Our technical people cannot explain or correct the issue. They have
reported it to our implementation Partner and Microsoft. No result
that I am aware of. Though intermittent, the condition appears to
becoming more frequent and widespread. This seriously impacts
productivity. Is this anything anyone else has heard of or experienced,
and is there a fix?
Richard Croft | master scheduler | Stickley Furniture
Production Orders – End
10 Replies
We have occasions where we end up completing a route card
journal where the entire quantity of the work order is put in as error.
Microsoft Dynamics AX will not allow us to roll these orders to
Report as Finished or Ended. Has anyone encountered this, and if so,
is there a workaround? Thanks, Julie
Julie Johnsey | materials manager | Cosmolab, Inc.
Microsoft Dynamics AX 2012 Shared
Global COA with Different Rules by
Legal Entity
9 Replies
Dear all, We are implementing the full ERP solution of Microsoft
Dynamics AX 2012, and as part of this, we would like to have a global
COA shared by all of our legal entities, but have different rules by
legal entity. But we are encountering some challenges around this
topic. Please see below:
Just as a quick summary of our challenge: We
would like to have a centralized COA shared by all of
our entities in our Microsoft Dynamics AX instance.
- But we would like to have different rules by entity - As of now
(information keeps changing), we are being told that if we share COA
for all entities, we have to create rules by ledger/main account, and
this rule for each ledger/main account has to be shared by all entities
(if they are using this ledger/main account).
So we are hoping to find a way to have a centralized shared COA
but be able to create different rules by entity. If anyone has had any
experience with this issue that could share how they overcame this
challenge, it would be greatly appreciated.
Best regards;
Marcos Rosado | senior business and financial reporting manager
Marc Jacobs International
Best Plan of Attack?
9 Replies
Hi all! Myself and my company, Paragon Films, are new to Microsoft
Dynamics AX. So new, in fact, that we are still a few weeks out from
even beginning to train. However, I am looking for the good and the
bad on how to approach training. Where do we start? What mistakes
did some of you make in the beginning? I am looking for any and all
kinds of advice! Please and thank you!
Darla Phillips | training manager | Paragon Films, Inc. AXUG
TOP COLLABORATE DISCUSSIONS
Congratulations to Marc McCormick of Ariens Company for winning the Winter 2014 Word
Find. Your prize is in the mail, Marc! Below are 25 words that relate to the topics and theme
in this issue of AXUG® Magazine. These words can be found in the grid horizontally, vertically,
diagonally, backwards, and forwards. Submit your completed Word Find for a chance to win a
gift certificate; simply scan and email your entry to [email protected].
Academy
AXUG
Budgeting
CCH
Chuck Moore
Collaborate
Finance
Financial Reporting
Global Branch
Goodwins
IBIS
Industry
Jet Reports
Life Sciences
Management Reporter
Members
Microsoft
Networking
Premium
Regional Chapter
Summit
Swamy Narayana
Users
Warehouse
Webinars
B U D G E T I N R E T P A H C L A N O I G E R P Y
T C O L L A B O R A T E R L A I C N A N I F M R N
N G L O B A L B R A N C B F I N A N S R S T A E E
E C O L M W L A B O M O U I R S T R L N E L N M D
T H G E R E S T L N O L D W R E E P O R T A A I A
W A O C H B M N S R O L G D E S B M E M X N G U C
O P O C C I R B T L R A E O U N E R N U R T E N A
R T D N N N S P E S E B T O R E N L G T S R M R G
K E W A A A L T S R R O I G R E T R O P E R E E L
I R I N R R T L N E S R N E S U O H E R A W N T O
N S N I B S R E P O R A G N E I C S E F I L T R B
G E S F L I F E S C I E N C E S S N E I C S R O A
A C A D E E M Y J E T R E P I N D U S T R M E P L
N L T S R G N I T R O P E R L A I C N A N I F E B
J E T R E P O R T S L N S E R T N M M E U U R R R
N C H U C K M O O R R T N M E L D E I N S I E T A
S N A R O B A L L O C F I I P R U M C L E M G N N
U A R S A C A D E M Y O I U O E S B R T R E I E C
O N M E M B E S U M M S W M R T T E O C N R O M H
H I N R I T E G D U B O D E T P R T S N C P N E A
E F N E R S S T L N E R O R I A Y T I S L H A G N
R L T S R I E N L T S C O R N H E N F M L T L A I
A R S E B R E G I O N I G N G C L T T S M R C N B
W R S I T L N E R O O M K C U H C E R A W U H A E
S W A M Y N A R A Y A N A N I K R O W T E N S M W
Spring 2014 | 17
18 | AXUG Magazine
Founded in 1989, I.B.I.S., Inc. provides
distributors and manufacturers with
next-generation supply chain solutions to
maximize their profitability. A winning
combination of industry and supply
chain expertise, world-class supply chain software
developed in partnership with distributors and
manufacturers, and 25 years of successful Microsoft
Dynamics implementations has culminated in
making I.B.I.S., Inc. a preferred Microsoft Dynamics
Partner and solution provider for distributors and
manufacturers worldwide.
AXUG: Tell us a little bit about your company.
Dominic Telaro (DT): I.B.I.S. has been around
for 25 years, starting with Great Plains and then
with Microsoft. We have been a Gold Partner
and Partner of the Year, and we’ve built our VAR
business with Microsoft Dynamics GP, Microsoft
Dynamics AX, and Microsoft Dynamics CRM.
Our background is in distribution and
manufacturing, so the majority of our practice
focuses on Microsoft Dynamics AX and Microsoft
Dynamics GP. We also have a strong SharePoint® and
Microsoft Dynamics CRM presence, which provides
a complete Microsoft experience for our Customers.
AXUG: What do you offer Microsoft Dynamics
AX Users?
DT: In addition to our expertise in selling and
implementing Microsoft Dynamics AX, we are also
familiar with the ISV side of things. Just six months
ago, we were named a Global Distribution and Supply
Chain ISV by Microsoft for our Advanced Supply
Chain Software. Understanding the Microsoft
requirements for coding, efficiency, integration, and
more really sets us apart and helps us provide the
very best for Microsoft Dynamics AX Users.
AXUG: How is I.B.I.S. improving Microsoft
Dynamics AX for distributors?
DT: Microsoft Dynamics AX is a great product
for manufacturing, retail, and government, but
the distribution side of things hadn’t been paid
enough attention until just recently. Distributors
buying Microsoft Dynamics AX had to buy more
software, make expensive customizations, and
create workarounds to get the functionality they
needed. As a global ISV, I.B.I.S. is building that
green field area of the distribution supply chain
and is dedicated to proper product development
and meeting Microsoft requirements, so that
Microsoft Dynamics AX Users don’t need to
miss out on important supply chain functionality.
With our software and expertise, Users can now
expect more functionality enhancements that tie
the whole business together, from the board room
(planning) to the warehouse (operations).
In summary, I.B.I.S. is helping develop Microsoft
Dynamics AX for distribution and in turn, helping
Microsoft Dynamics AX Users and Partners run
their businesses to meet margins and objectives.
The efficiency and profitability of our Users are
the most important things and are the true driving
force for us every day.
AXUG: What have you found valuable in AXUG
interactions?
DT: I attended AXUG Summit last year and
absolutely LOVED getting in touch with Microsoft
Dynamics AX Users. It was a pleasure talking to
Users and seeing the excitement on their faces
when they saw the functionality we had created
for Microsoft Dynamics AX. Understanding how
Users made the system work without our software
was also invaluable. We can always sit down with
consultants, industry experts, and our Customer
advisory board, but without a direct look into how
the User sees things, we can’t create a product
that hits every mark. Thanks to AXUG Summit
and the Regional Chapter events, we can expand
our offering to provide everything Microsoft
Dynamics AX Users need. AXUG
COMPANY:
I.B.I.S., Inc.
INTERVIEW:
Dominic Telaro, director of
industry solutions
WEBSITE:
www.ibisinc.com
HEADQUARTERS:
Peachtree Corners, Georgia
PHONE:
770-368-4000
EMAIL:
ESTABLISHED:
2001
AXUG® PARTNER
MEMBER SINCE:
2011
I.B.I.S., Inc.
var partner member showcase
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Leave your paper behind!Our itinerary for you includes improved
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While many consider Management Reporter (MR) to be a new product, Microsoft actually
began its development in 2004. The original version of MR was released as part of the
Microsoft Office PerformancePoint Server business intelligence suite in late 2007, with plans
for a separate release to Microsoft Dynamics ERP. Microsoft shelved PerformancePoint
Server in 2009 but continued with the release of MR (V2) to the Microsoft Dynamics AX
community as a replacement for Microsoft FRx. In actuality, MR was always intended to take over the reins
of Microsoft FRx, as is evidenced by the many similarities in the two products. The early versions struggled
to match the capability of Microsoft FRx in some areas, however the current version, Management Reporter
2012, has been on the fast track with frequent updates since its May 2012 release and is seen by many new
adopters as a true upgrade from Microsoft FRx.
Several of the benefits of moving to MR from Microsoft FRx are listed below. These are just some highlights;
there are many more benefits, and Microsoft continues to add new functionality with each update, so the gap
will continue to widen. So, if you have been putting off upgrading to MR, now may be the time.
Updated Architecture
» Microsoft .NET and C# with SQL Server Integration
» Support for Native 64-bit and current operating systems
» Security: Windows authentication across multiple applications with secure access to reports, report
folders, and dimension data
Improved Collaboration and Report Distribution Capabilities
» Organize building blocks and reports in folders
» Attach comments to generated reports that are visible to other Users
» View previously generated report versions
» Display charts and graphs for improved data analysis; add logos and graphics to reports
» Group multiple reports to run independently on a pre-defined schedule
» Provide secure access to reports via the report library, web access, and SharePoint
» Email reports via SharePoint or as a URL link
Enhanced Integration with Microsoft Dynamics AX
» Automatically integrate company information from Microsoft Dynamics AX
» Drill back to Microsoft Dynamics AX via report and web viewers including budget data
» Report on Microsoft Dynamics AX 2012 budget funds available and Microsoft Dynamics AX attributes
» Utilize Microsoft Dynamics AX organizational hierarchies in report design
» Multi-currency reports utilize Microsoft Dynamics AX currency translation features
» Update Microsoft Dynamics AX to include Microsoft Forecaster budget data utilizing the Microsoft
Forecaster Data Transfer Tool
Get Up to Date
Make sure you are on the latest version of MR to take advantage of the latest updates and new features. Microsoft
has been releasing three to four updates each year and continues to add new features to the product, not just bug
fixes. In particular, several new features, including drill-back to Microsoft Dynamics AX from the web viewer and
new currency translation features, were added in the most recent update (CU7), released in October 2013.
What version of MR are you using? Find out by going to Help>About from the menu in the Management
READY FOR PRIME TIME
MANAGEMENT REPORTER:
by Nick SercerNick Sercer is a partner and senior consultant
at MSX Group and specializes
in Microsoft Management Reporter and
Microsoft Forecaster. He can be reached at
Nick.sercer@msxgroup.
com.
20 | AXUG Magazine
Reporter Report Designer or Report
Viewer.
Check Your Work!
While MR has enhanced features to
allow you to find missing or duplicate
accounts in your reports, it is always
a good idea to be proactive to prevent
inaccuracies in your financial reports. Try
adding a (non-printing) check row at the
bottom of your income statement Row
Definitions. The row should include a
range that encompasses all P&L accounts
in the Link to Financial Dimensions
column. Add a calculated row (OUT OF
BALANCE) below it that will subtract your
check row balance from your Net Income.
If the balances match, you are golden. If
not, you may need to update your report to
include a newly added account or remove
a duplicate. As a further suggestion, assign
a BOLD or RED font style to your OUT
OF BALANCE row to make it pop when
there is a discrepancy in the report. If
the row displays a zero balance, it will be
suppressed and will not be visible when
viewing the generated report.
A Star is Born
In Microsoft FRx, when dealing with
dimensions that have IDs of different
lengths, it was necessary to use multiple
wildcards (???) to bring those together in
one row. This was difficult and sometimes
didn’t produce the desired results. In MR,
you can still utilize the (?) as a wildcard as
you have before, but you also have the option
to use an asterisk (*). For example, if you
have accounts that can be either four or five
characters in length, and you want to display
all accounts that begin with 4, you can use
4* in your “Link to Financial Dimensions”
column to display all accounts beginning
with 4, regardless of the length of the ID.
Drill-Back to
Microsoft Dynamics AX
Drilling back to Microsoft Dynamics
AX from MR takes your report analysis
to another level. When viewing a report
in MR Report Viewer, drill down to the
account level and select the balance (actual
feature
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MARCH 4-7TH IN ATLANTA, HOME OF THE Braves VISIT OUR BOOTH FOR A CHANCE TO WIN TICKETS
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or budget) you would like to view further details for. Select the “Drill to Dynamics (DTD)” icon
from the toolbar. Voilà! Microsoft Dynamics AX will open, and you can continue your analysis. You
can also utilize this feature in the web viewer, but instead of selecting the DTD icon, click on the
little triangle at the top left of the highlighted cell. Note: The feature only works with reports that
include transaction detail. Also, Web Viewer AX must be installed on the workstation. AXUG
Spring 2014 | 21
topicon
...with AXUG Members
We asked AXUG® Members to weigh in on the biggest challenge their departments face due to all the regulatory changes in the past year.
1
3
2
1 | Andy SnookFastpath, [email protected]
One of the biggest challenges we have seen this year surrounds
the renewed focus on manual journal entries. Because they have
an immediate impact on financials and are susceptible to data
entry errors, these entries present a high risk for companies.
In order to mitigate this risk, companies need to review these
transactions on a periodic basis. Identifying, extracting, and
reviewing this data can be extremely time-consuming, and
intensive. In order to assist our Customers with this challenge,
we developed an analytics tool that simplifies identifying
potential issues with manual journal entries. Our Customers
have the confidence they are getting visibility into the right data
and a repeatable process they can use going forward.
2 | Brian CatesCopper State Bolt & Nut [email protected] than 300 Users running Microsoft Dynamics AX 2009
As a privately-held company, we aren’t as susceptible to some of
the regulatory issues public companies may face, though we have
certainly addressed such challenges as the capital lease versus
operating lease requirements, GAAP level reporting versus
management/internal reporting, and coordination with our CPA
auditors. At Copper State, we’ve consolidated four companies
into one reporting entity, which isn’t so much a challenge induced
by regulatory changes, but by our own operational needs.
3 | Richard DraperAXMentor [email protected]
Our solutions architect, who is a finance specialist, has the
perspective that compliance and transfer pricing (in Europe) are
the biggest challenges. AXUG
Spring 2014 | 23
The platform matters.AX on ReliaCloud — the ONE cloud solution for precision-tuned Dynamics AX.
Dynamics AX is a great tool for businesses of all sizes.But for optimal performance, you need the right platform.
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compliance requirements and avoid any unscheduled downtime
with a highly-available infrastructure.
Choose AX on ReliaCloud. And get the most out of AX.
Call us today to learn more 855.OneNeck
The AXUG® Summit photo
booth was hopping! What would
you choose as the name of the
magazine based on this image?
Simply email your submission
The winning submission will be
printed in the magazine’s next
issue.
Congrats
to TERESE
TUCKER from
MERIT BRASS
COMPANY
for her winning
submission, “Wow
AX does that out of
the box?” Terese –
your prize is in the
mail!
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2014
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Spring 2014 | 25
Jet Reports has been providing solutions for
business intelligence (BI) and reporting in the
Microsoft Dynamics market for 12 years. The
organization has more than 10,000 Customers
around the world, which helps to demonstrate
the level of testing, functionality, and stability
that comes with its products’ performance.
AXUG: BI is definitely a topic of discussion
these days. What’s a misconception people have
about BI?
Jonathan Oesch (JO): People tend to think of
business intelligence in terms of it being a piece of
software or a technology – and it’s really not. It’s
not a tool, a framework, or even a platform.
BI and reporting are a way to engage with data
and tell a story, which then helps an organization
figure out what to do in their business. The data
is sitting there, waiting to give answers to your
questions. It’s sitting there, yes, but it’s probably in
an ERP or other system where the data structure is
unfit for human consumption. The challenge is to
change the structure of that data in such a way that
the average business User can make sense of it.
I also believe that BI and reporting are not ERP.
ERP – or any source system of data – is meant
to enforce a process on data intake and build a
workflow around the things that a company does.
Those rules of doing business, that process, that
workflow, it’s a fairly static thing; it’s something an
organization needs to think about and carefully
consider because it will live in that format for a long
time. BI is different. Data that ends up in a BI system
helps an organization figure out what to do with
the dynamic parts of its business: How are sales
trending? What is driving that? How does that affect
inventory costs? How do salespeople, vendors, and
warehouse locations all contribute to the mix? BI
needs to be nimble to react to the changes that will
inevitably hit every company over time.
AXUG: How does your flagship product, Jet
Enterprise, help Users be nimble?
JO: Jet Enterprise is a combination of a financial
reporting tool and a BI environment. The strength
of our offering is the ability for us to take a User’s
data – in whatever format it exists – and very
quickly configure it in a way that allows the User to
run his/her business. We really see BI and reporting
as a data management challenge. Can you combine
all the data sources you own? Can you organize
it in the way that makes the most sense to your
company? Simply put, we approach the challenge
with the mindset of this: How effective can we
make you at using your data? Speed is important
to us, too – none of this is of any use if it takes
forever to deliver.
AXUG: What’s the implementation process like?
JO: That is a touchy topic because delivery is where
I think BI gets its black eyes. We’ve all heard those
nightmare stories about the implementation that
took 18 months and went way over budget. The key
differentiator between us and our competitors is
our thoughts around implementation. Our whole
goal is to minimize the risk that occurs within a BI
deployment over time. Most people come in and
do a scoping exercise, and then go off and build the
product that they think they heard the company
describe. This doesn’t work with BI because when
you come back six months later, finally ready to
implement, the User’s business may have changed,
and what was right six months ago may not be
relevant now.
We work with our Partners on our methodology,
which treats BI like an Agile software development
project. They come in and conduct an exercise to
see what people do in their jobs and how they’d
use the software – if you know Agile then you’ll
recognize this as a “User story”. From those stories
we develop a ranked list of priorities from the
organization.
When we have that list of priorities, we look
at #1 and determine the amount of time it will
take to develop. We then build that first piece and
deliver it in a way that can be used by the business
immediately. Then we start on the new priority #1,
and you would be amazed at how often the order of
the priorities on the list gets shuffled in the process.
COMPANY:
Jet Reports
INTERVIEW:
Jonathan Oesch, vice president,
business intelligence sales
WEBSITE:
www.jetreports.com
HEADQUARTERS:
Portland, Oregon
PHONE:
503-608-3602
EMAIL:
ESTABLISHED:
2001
AXUG® PARTNER
MEMBER SINCE:
2012
Jet Reports
isv partner member showcase
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26 | AXUG Magazine
“When we were evaluating options for BI, our main criteria was ease of use for
the technical team and time-to-value for the business. Jet Enterprise gave us
the ability to make sense of the data in our Microsoft Dynamics AX system in a
surprisingly short period of time. I now have the dashboards and reports that I
need to drive the business daily.”
– John Bauersfeld, vice president sales & marketing, Ariens Company
Doing this means that the client is getting individual items of value
that they can start to use right away. We like to say that we deliver fast
and deliver often. It’s a really flexible way to do it instead of locking
people in to what they asked for a long time ago.
AXUG: This is a very different way to look at a project! When did
you start this methodology?
JO: In 2007 or so when the “Agile” method of software development
came into vogue, we realized it was a powerful way to build software,
giving a ton of visibility and flexibility into the project. It made so
much sense on the development side of our business that we started
to implement that process with our Partners – the people that bring
our software to the Microsoft Dynamics AX community. We are now
at a point where our Partners can deliver BI environments in a very
rapid, very usable manner to their Customers.
AXUG: What’s the biggest obstacle for Microsoft Dynamics AX
Users regarding BI and reporting?
JO: There are two main things. Microsoft Dynamics AX is a fantastic
tool, and one of the reasons it’s so strong is how it normalizes the data:
splitting it up into a seemingly endless array of tables and fields. This
provides the flexibility to wrap the application around your business
instead of the other way around. But, if you’re somebody who has
to consume data, you don’t want to look through all the thousands
of data points sitting in thousands of tables and fields to get to what
you need. It’s an overwhelming challenge for 99 percent of the data
consumers out there.
There’s also the philosophical challenge of how an organization
decides what data is most important and how they’re going to use it.
The first one is easy to solve; that’s what our product does. The
hard part is getting an organization to agree on what business terms
they’ll use, how to calculate certain metrics, and which hierarchies to
put their data in. BI is less about technology and more about people,
process, and methodology. To get all three to work together takes
extreme communication and good planning. It’s not that people can’t
do that, but more that they don’t understand how important it is. As
soon as they realize the importance, maybe after a problem within
their organization arises, the light bulb goes off, and they understand
that a working BI environment is not something you can just throw
a piece of software at and expect it to work. Once that realization
occurs, everything becomes smoother.
AXUG: What is your organization focused on for future
innovation?
JO: Jet Mobile. We have a suite of mobile solutions coming out that
will deliver data in a way that Users want and need to consume it. For
example, if a User is looking at data on a laptop in a hotel room, it will
need to be displayed differently than if he/she were using an iPad on
an airplane or a mobile phone on a golf course.
We have solutions coming to display and distribute that information
differently depending on what Users are viewing it on and how they
want to see it.
AXUG: What do you like most about the Microsoft Dynamics AX
community?
JO: The vibrancy of the people. Every time I go to Convergence or
an AXUG Summit, I’m super impressed by the way people show up,
ready to learn. I see it again and again, people coming to town willing
to learn and change. I saw it again last year in Tampa, people came
to the conference ready to learn and to trade ideas. Then they leave
eager to bring that knowledge back to the office. I’ve worked with
other ERPs in the past, and it’s just not the same there. AXUG
Spring 2014 | 27
Microsoft Dynamics AX 2012 offers
organizations with complex organizational
structures a flexible financial reporting
solution. Management Reporter for
Microsoft Dynamics ERP supports the
creation of statutory and operational reports based on general
ledger data and is the recommended solution for Microsoft
Dynamics AX 2012. Management Reporter is used for the
creation, distribution, and analysis of financial statements
and other financial reports and is included in the Microsoft
Dynamics AX 2012 solution.
Management Reporter empowers decision makers to
provide real-time insights into organizational results, allowing
business Users to take action and align employee behavior with
overall goals.
With Management Reporter, you get:
» Interactive, intuitive web-based report viewing – Drive
decisions from the report data delivered via an interactive
web-based report viewing experience.
» The ability to build custom reports based on Microsoft
Dynamics AX ledger accounts and dimensions – With
the ability to slice general ledger information into rows,
columns, or hierarchies to get insight into actionable
information. Robust formatting helps highlight key
areas on a report and create boardroom-quality reports.
With Management Reporter, organizations can
create financial reports based upon the following data
from Microsoft Dynamics AX 2012:
Along with the data above, reports can also include 60
different Microsoft Dynamics AX attributes to help
streamline audit and analysis.
» Consolidate the way you need to see it – Create
consolidated financial reports across companies or
business units, interoperate with Microsoft Excel® to
support importing consolidation data from other sources,
and translate into an unlimited number of reporting
currencies without having to run the consolidation
process in Microsoft Dynamics AX 2012.
» Drill-down capabilities – Generate summary-level reports
with the capability to drill down to account-level and transaction-
level details without having to generate separate reports.
MANAGEMENT REPORTER by Jill Carter
FINANCIAL REPORTING IN MICROSOFT DYNAMICS AX:
28 | AXUG Magazine
» Enhanced collaboration and sharing – Improve
communication across the organization by distributing
reports to multiple locations, including Microsoft
SharePoint® or any network location, and schedule reports
for generation on a periodic basis.
» Get up and running fast – Management Reporter
includes 15 default report definitions to jump start the
report building process. These report definitions use
the main account category, which makes them work,
“just work”, for any Microsoft Dynamics AX Customer.
They can be modified as needed to meet more detailed
reporting and consolidation needs.
From a configuration perspective, Management
Reporter can be installed and configured as part of
Microsoft Dynamics AX. Companies, Users, and security
setup from Microsoft Dynamics AX are shared with
Management Reporter.
» Direct integration with the Microsoft Dynamics AX
2012 general ledger (GL) – No need to create a custom
connection to the primary data source, and you’re able
to drill from account and budget balances on a report to
related information in Microsoft Dynamics AX if more
information on a specific transaction is needed.
Management reporter availability
Management Reporter is translated into the following
languages:
» Arabic (Saudi Arabia)
» Czech (Czech Republic)
» Danish (Denmark)
» Dutch (Belgium)
» Dutch (Netherlands)
» English (Australia)
» English (Canada)
» English (India)
» English (Ireland)
» English (Malaysia)
» English (New Zealand)
» English (Singapore)
» English (South Africa)
» English (United Kingdom)
» English (United States)
» Estonian (Estonia)
» Finnish (Finland)
» French (Belgium)
» French (Canada)
» French (France)
» French (Switzerland)
» German (Austria)
» German (Germany)
» German (Switzerland)
» Hungarian (Hungary)
» Icelandic (Iceland)
» Italian (Italy)
» Italian (Switzerland)
» Japanese (Japan)
» Latvian (Latvia)
» Lithuanian (Lithuania)
» Norwegian (Norway)
» Polish (Poland)
» Portuguese (Brazil)
» Russian (Russia)
» Spanish (Mexico)
» Spanish (Spain)
» Simplified Chinese (China)
» Swedish (Sweden)
» Thai (Thailand)
how to get Management Reporter
Depending upon which version of Microsoft Dynamics AX you’re
using, you may already have licenses for Management Reporter.
» Microsoft Dynamics AX 2012 – Includes registration keys
for Management Reporter. For details on how to license
Microsoft Management Reporter, refer to the Microsoft
Dynamics AX 2012 pricing guide. If you need any
additional Management Reporter Users, please contact
your Microsoft Dynamics AX Partner.
» Microsoft Dynamics AX 2009 – Verify in CustomerSource
if you have Management Reporter license keys. If you need
to purchase Management Reporter license keys, please
contact your Microsoft Dynamics AX Partner. AXUG
Jill Carter is a senior program manager with Microsoft. She can be reached at [email protected] or 701-281-3632.
feature
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Spring 2014 | 29
Jet Reports | 10450 SW Nimbus Ave | Suite B | Portland, OR 97223 | 503-608-3602 | www.jetreports.com
Over 80,000 BI users chose Jet Enterprise as their decision-making tool. ustomers con rm that Jet ata anager, the E tool behind our Business Intelligence is the game changer. he best cubes in the world are useless if you can’t change them easily. Because there will always be changes – always.
his is why our competitors never talk about OW to get there, but just talk about the outcome. Jet Enterprise is the only BI solution for AX that will save you from creating thousands of lines of code - we’ve done the heavy lifting for you.
Remove the burden of building a BI solution from the ground up and avoid the high risk that often leads to failed projects and cost over-runs. Why not get a head start with our pre-built and optimized BI content and get vital information into the hands of your users rapidly?
Can’t wait? Email jono@jetreports for your own personal demonstration.
Business Intelligence Built For Dynamics AX
“Jet Enterprise gave us the ability to make sense of the data in our AX system in a surprisingly short period of time. We now have the dashboards and reports that we need to drive the business daily.”
“An estimated 450 hour project reduced to 13 hours with Jet Enterprise BI.”
“We can now deliver BI faster than
the business can validate.”
Jet Enterprise Business Intelligence
deployment is rapid, delivers immediate business outcomes and even complex
deployments are successful in a fraction of the time of any other
BI solution for AX.
DID SOMEBODY SAY ROI?
AND DID YOU WANT TO SEE THE VALUE NOW?
Oh, we did leave something for you to do…Use your imagination to create your data sets with
drag and drop simplicity, your way.
The AXUG® Academy offers a variety of professional growth and development opportunities to im-
prove your use of Microsoft Dynamics AX.
Your Opportunity for
Professional Growth &
Development
learna c adem y cor ner
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Did You Know?
You can earn continuing professional education (CPE) credits from AXUG Academy. These credits
are needed for certified public accountants (CPAs) in order to maintain their license. Each 50 minutes of
qualifying education accounts for one CPE credit. So if you have a professional license or accreditation
and need continuing education credits, you can improve your Microsoft Dynamics AX knowledge and
earn CPEs at the same time. CPE credits are available through AXUG Academy for:
» All AXUG Academy Distance Learning classes
» All AXUG Summit Academy classes
» Eligible AXUG Summit sessions
We are registered with the National Association of State Boards of Accountancy (NASBA) as a
sponsor of continuing professional education on the National Registry of CPE Sponsors. Many other
professional associations recognize NASBA accreditation as well.
To receive your CPE credits for Academy Distance Learning classes, simply attend the complete class
and receive your certificate automatically following the event via email. At Summit simply sign into
your session and request credit via the class survey or other form that is provided as part of the event.
We’ll email you a certificate; it’s that easy! AXUG
Distance Learning
Instructor-Led Training at
Your Desk
On-Site Learning
Instructor-Led Training in a
classroom
Online instructor-led training is now
available from AXUG Academy! AXUG
Academy Distance Learning offers the unique
ability to learn from recognized experts while
sitting at your own desk.
During our annual AXUG Summit,
Focus Events, and other in-person events,
we offer both half-day and full-day classes
that include a variety of functional and
technical topics.
Spring 2014 | 33
On new budget implementations, I most often walk into a situation
where a budget administrator has pushed Microsoft Excel® to its
limits for budgeting: There will be 50 budget managers that all get
their own Excel budget templates. The budget administrator has to
make all of these budget templates and email them out to the budget
managers, and all the managers inexplicably keep their Excel files
until the day of the budget deadline before finishing anything.
Managing that type of situation is a budgeting nightmare for anyone
assigned the arduous task of managing a budget. Inevitably, all the
other budgeting-with-Excel hurdles come with that same situation:
Changes to budget templates require new Excel files to be emailed to all
budget managers; all of the Excel budget files have to be consolidated
into a single budget file; revisions to the budget require new Excel files
emailed out to the budget managers; headache after headache after
headache. This is why I have been implementing Microsoft Forecaster
for clients for more than 10 years and still appreciate the control and
flexibility that it provides as a budgeting solution.
I have clients that email a notice to their budget managers that
their budget input screens are available in Microsoft Forecaster, and
So You’ve Outgrown Budgeting in Excelby Noah Moseley
that they have one month to input their budget numbers and submit
them for review. Their budget managers log into Microsoft Forecaster
using a Microsoft Forecaster web page, select their input screen for
their department or departments, enter their balances, and save the
screen. The budget managers can come back later and change those
numbers or add to those numbers at any time. Each time they save
the web page, their balances are stored in the Microsoft Forecaster
budget database and posted to the same account numbers used
in their accounting system for actuals. At some point, the budget
managers log into Microsoft Forecaster and submit their budget for
review using Microsoft Forecaster’s built-in workflow option which
sends an email to the next manager letting him/her know that the
submitted numbers are ready for review. The next manager will then
review the balances and approve or reject that department’s budget.
The entire time, the budget administrator can log into Microsoft
Forecaster and check the status (in progress, submitted, approved, or
rejected) for everyone involved in the budget process for the entire
company…all on one screen.
Once the budget deadline arrives, the budget administrator sets
t t&TIPS & TRICKS
34 | AXUG Magazine
everyone’s access to read-only and gets ready for the budget review
process. The budget administrator does not have to worry about
combining everyone’s budget numbers into a single consolidated
budget. That was done automatically by Microsoft Forecaster every
time a budget manager clicked the save button on his/her input
screens. In fact, the budget administrator can check the consolidated
budget in Microsoft Forecaster at any point during the input process;
there is no waiting for files to be emailed back and then consolidated.
Microsoft Forecaster has done all of that work for them using roll-up
definitions for all of the dimension, segment, and account codes.
On top of this, Microsoft Forecaster comes with a lot of other
great features to make budgeting easier. The solution has detail input
screens to handle budgeting for payroll, new assets, and revenue.
These come with any installation and are optional to set up, but most
budget managers find them very useful. Allocations can be defined to
spread budget balances across multiple segments or departments, and
they process in seconds. Budgets can be input as local currencies and
automatically converted to a reporting currency each time a budget
manager clicks “save”. And changes to input screen calculations or
accounts are easily rolled down to budget managers using Microsoft
Forecaster’s web page input screens.
If you are dreading your budget process using Excel, seriously
consider switching to Microsoft Forecaster. It is a purpose-built
application for budgeting intended to solve the problems that come
from outgrowing Excel. And if you’ve just finished a budget in Excel,
now is the perfect time to get Microsoft Forecaster set up while the
budget process is fresh on your mind. Check your Microsoft licenses –
you may already own plenty of User licenses for Microsoft Forecaster
and simply need to get it set up. I’ll be glad to talk with you about
it; email me at [email protected]. For Partner firms,
I am available as a resource if you do not have in-house Microsoft
Forecaster experts and you have clients in need of a budgeting
solution. AXUG
Noah Moseley is a managing partner at MSX Group. He has worked with Microsoft Forecaster since 2001 and has implemented it at hundreds of clients in an array of industries. Noah can be reached at [email protected].
5MINUTES
VOLUNTEER
Who is a person who interests you on Twitter/Facebook/LinkedIn right
now?
Jack Welch; I think he has one of the best modern-day business minds
out there.
On my desk right now is…
AXUG Magazine (It’s true, really.)
My 3 goals for 2014…
Complete upgrade to Microsoft Dynamics AX 2012 R2, expand HR
capabilities within JMP, implement barcode scanning in all four JMP
warehouses.
What I do when I’m not at work…
I am active in Boy Scouts with my 12-year-old son and AWANA with my
9-year-old daughter, and I enjoy tennis, golf, hunting, and fishing.
The best advice I ever received…
“Begin with the end in mind” from Steven Covey.
WITH AXUG’S
AXUG® is pleased to
recognize Chuck Moore,
vice president, operations,
for James. M Pleasants
Company this quarter!
Chuck is a phenomenal
Regional Chapter leader
in North Carolina, making
strides with his chapter
through consistent meetings
and organizing high-value
content for fellow Users.
OF THE QUARTER
Spring 2014 | 35
industry showcase
Life Sciences: Developing Innovation for the Masses
Human, animal, and plant health are made better by these AXUG® Members and their
commitment to developing innovative therapies, pharmaceutical products, medical
equipment, and more. The medical world wouldn’t be even close to where it is today
without the life sciences industry.
BIONICHE LIFE
SCIENCES INC.
Belleville, Ontario
Founded in 1979, Bioniche
Life Sciences Inc. has
evolved into a research-
based, technology-
driven Canadian
biopharmaceutical company
that discovers, develops,
manufactures, and markets
proprietary products for
human and animal health
markets worldwide. The
company is committed to
improving the quality of
life for both humans and
animals through innovative
research and therapeutics.
ONYX
PHARMACEUTICALS,
INC.
San Francisco, California
Based in south San
Francisco, California,
Onyx Pharmaceuticals
is engaged in the
development and
commercialization of
innovative therapies for
improving the lives of
people with cancer. Onyx
is grounded in three
leadership hallmarks that
guide how it manages
business and builds
value for patients and
shareholders: innovation,
patient-centeredness, and
stewardship.
OSMOTICA
PHARMACEUTICAL
CORP.
Marietta, Georgia
Osmotica Pharmaceutical
is a global specialty
pharmaceutical company
with a proven history of
developing commercially
successful pharmaceutical
products. By using its
proprietary osmotic
technology platform,
Osmotica develops high-
quality branded and generic
pharmaceutical products.
In addition to the products
currently on the market, its
pipeline includes several
central nervous system
and neurology-based
therapeutic drugs.
ALLTECH, INC.
Nicholasville, Kentucky
Founded in 1980, Alltech
improves the health
and performance of
people, animals, and
plants through natural
nutrition and scientific
innovation. With more
than 3,000 employees
in 128 countries, the
company has developed a
strong regional presence
in Europe, North America,
Latin America, the Middle
East, Africa, and Asia.
LIFE-SCIENCE
INNOVATIONS
Willmar, Minnesota
Life-Science Innovations
(LSI) provides strategic
guidance, administrative
support, and capital
funding to grow, develop,
and sustain its current and
future affiliate companies
as leaders in the life
sciences and engineering
industries, including
biotechnology, genetics,
and agriculture. Notable
names include Epitopix,
Nova-Tech Engineering,
Syntiron, and Ag Forte.
HITACHI MEDICAL
SYSTEMS AMERICA
Twinsburg, Ohio
Hitachi Medical
Systems America, Inc.
(HMSA), a wholly-owned
subsidiary of Hitachi
Medical Corporation
offers a broad range
of diagnostic imaging
equipment including MRI
and CT. Its innovations
in diagnostic imaging
provide technology that
drives clinical solutions
to deliver diagnostic
confidence, improve
workflow efficiency, and
provide a better patient
experience. In addition to
exceptional equipment,
HMSA is known for its
comprehensive customer
support programs to
maximize the lifecycle
value of equipment
through responsive service
maintenance, significant
software upgrades, and
ongoing applications
support.
36 | AXUG Magazine
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C O N T E S T
logofind the
Congratulations to our Winter 2014 contest
winner, Jim Spencer from Metafile
Information Systems, Inc.! Jim found the logo
on page 8 of the Winter 2014 issue of AXUG
Magazine. Let’s play again. Hidden somewhere
between the covers of this magazine is our AXUG logo. Can you find it?
While our logo shows up throughout the magazine in conventional spots, it’s
hidden in only one place.
When you’ve found it, send an email to [email protected] with an
explanation of where and on what page it’s at. We’ll choose a winner at random
and will highlight him/her in the next issue of the magazine.8 | AXUG Magazine
For several years, the Minnesota Chapter of AXUG® has made an
annual trip to the Fargo, North Dakota campus of Microsoft. It is a
trip that everyone looks forward to and is not limited to Minnesota
Chapter Members – all AXUG Members are welcome! Th is year
we met for two days of sessions and networking in mid-September.
Th ere were more than 80 Microsoft Dynamics AX Users in
attendance – the largest turnout we’ve had to date. Outside of
AXUG Summit, this was the largest AXUG-sponsored event of
the year. Microsoft did an outstanding job of hosting us at their
Executive Briefi ng Center on the Fargo campus. Lunches were
included, and we enjoyed a reception with dinner one night.
Because we met at the Fargo campus, many Microsoft Dynamics
AX engineers and product managers were available to give us a
number of excellent presentations. Th e presentations were divided
into two tracks: technical and functional. In all, there were more
than 20 presentations given by Microsoft and Partners on a large
newsregional chapter news
AX
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Minnesota Chapter Heads to North
Dakota for September Meeting
by Pat Ryan, chapter leader
variety of topics. A tour of the Microsoft campus was included,
and there were numerous opportunities for networking with other
Microsoft Dynamics AX Users and for meeting with Microsoft
experts.
We are all looking forward to next year’s meeting, which is
planned again for September. Join us!
Outside of AXUG
Summit, this was the
largest AXUG-sponsored
event of the year.
BEST 2013TOP 10 AXUG WEBINARS
As a way to wrap up some of the amazing success and incredible programs our presenters
and Members shared in 2013, AXUG® is excited to release our Top 10 webinar and Special
Interest Group (SIG) recordings from 2013.
Thanks to all the volunteers who helped deliver outstanding programs in 2013! We look forward
to many great sessions in 2014.
TH
E
OF
12345
SIG: BI and Reporting – Getting Useful Information to Manage Your Business (April 2013)
AX 2012 Under the Hood: BI and Analytics (April 2013)
Dynamics AX 2012 Under the Hood: New Security Model (April 2013)
Ask the Expert Friday: Security (May 2013)
SIG: Manufacturing and Production Operations (July 2013)
6789
10
Inventory Friday (August 2013)
MVP Monday: Using Power BI to Analyze Your Dynamics AX Data (September 2013)
Ask the Expert Friday: MRP (October 2013)
Dynamics AX 2012 Under the Hood: Supply Chain (October 2013)
An introduction to Forecaster (November 2013)
BONUS! Ask the Expert Friday: Controllers (December 2013)
Spring 2014 | 39
Wolters Kluwer, CCH is a
leading global provider of
tax, accounting, and audit
information, software, and
services. It has served tax,
accounting, and business professionals since 1913
and celebrated 100 years of serving Customers last
year. The company is dedicated to providing the
most relevant feature set on the market for sales
and use tax solutions, backed by the most respected
subject-matter authority on tax.
AXUG: Commerce Clearing House (CCH) has
been around for 100 years. How have you
evolved since 1913?
David Kelly (DK): CCH came to be when income
tax started in the U.S., publishing research that
reported changes in business law and taxation.
Wolters Kluwer purchased CCH in the ’90s, which
allowed for the seamless transition into serving the
corporate market with sales and use tax services
and solutions.
Starting as a research company known for
producing the most up-to-date tax publications,
it makes sense we transitioned with the times to
create integrated compliance software and services
to meet the exact needs of businesses. So, we have
committed to moving forward with developing
advanced technology in addition to offering those
publications that corporations and accounting
professionals use daily.
AXUG: What type of solutions do you offer
Microsoft Dynamics AX Users?
DK: Our solutions for Microsoft Dynamics AX,
Sales Tax Office and Sales Tax SaaS, streamline
the front-end (sales and use tax calculations at the
transaction level) and back-end (sales and use tax
return remittance and disbursement) to managing
either process on-premise or in the cloud.
When it comes down to it, tax law changes
frequently, and companies need faster and
more accurate information. We touch on three
components with our software and services that
help make that a reality:
Content: Content drives it all. Companies
need to have accurate information and precise
calculation. It is important they know where they
are getting their data. If data isn’t updated and/
or isn’t being provided by a reliable source, then a
company can be in trouble.
Compliance: Staying in compliance regarding
sales and use tax is a tedious and ongoing process,
but Wolters Kluwer offers a turnkey compliance
service that ensures tax returns are remitted
accurately and timely.
Consulting: In addition to making solutions
work for content and compliance, we offer
consulting services that walk our clients through
the most complicated processes.
AXUG: What type of companies benefit most
from your solutions?
DK: Tax is very complicated and ever-changing.
COMPANY:
Wolters Kluwer, CCH
INTERVIEW:
David Kelly, national strategic
alliance manager
WEBSITE:
www.salestax.com
HEADQUARTERS:
Riverwoods, Illinois
PHONE:
877-570-2785
EMAIL:
AXUG® PARTNER SINCE:
2006
Wolters Kluwer, CCH
isv partner member showcase
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40 | AXUG Magazine
Being actively involved in the events
year-round and developing relationships along
the way has made me really love the
Microsoft Dynamics community.
There are always changes in tax law, and for any company, this can
become a huge headache. We work closely with manufacturers,
distributors, retailers, professional services, rental companies, you
name it – but taxes do affect us all.
AXUG: Why is Wolters Kluwer, CCH the right company to work
with when dealing with the ever-changing, complicated tax
world?
DK: Our biggest differentiator is that we have a dedicated team of
full-time researchers in-house that keep up with the changes in sales
and use tax. This expertise is available in-house and therefore, relayed
to our internal development teams so we can create the best tax
software out there today. Our customers can feel comfortable with
us because we can – and do – live up to our motto, “When you have
to be right.”
AXUG: What do Microsoft Dynamics AX Users love most about
your solutions?
DK: We are literally a one-stop shop where clients can easily find
answers to their questions. From taxability research to development
to professional services to support, we have your back. We even offer
specialty services, such as when you know you’re not collecting tax
correctly and want to divulge that information to become compliant
or if you’re breaking into a new vertical and need taxability research
studies conducted for quality information.
AXUG: What does Wolters Kluwer, CCH have in store for
Microsoft Dynamics AX Users in 2014?
DK: We’re excited to be releasing a new product for Microsoft
Dynamics AX called SureTax. This is specific to the telecom and
utility industries where taxation is extremely complex. We are one
of only three companies that provides content and calculations for
this industry, and being able to provide it at such a granular level is a
strength we are very proud of. We will be sharing more information
about this release at Convergence Atlanta.
AXUG: What do you like most about working with the Microsoft
Dynamics AX community?
DK: Being actively involved in the events year-round and developing
relationships along the way has made me really love the Microsoft
Dynamics community. It is extremely engaged and willing to work
together to grow Microsoft Dynamics offerings. I always get a great
reception from this community, and I am excited to see what’s around
the corner in 2014! AXUG
Spring 2014 | 41
Experience It!
Experience Learning. Focused, interactive sessions offer valuable content for all Dynamics AX users, no matter your product version or experience level.
Experience Networking. ene t from t e real orld expertise of ot ers in your role, your industry, or it similar oals.
Experience It Together. ere s more to AX ummit t an one person can soa in alone attend it your teammates and o
ome it actionable solutions and ideas
October 14-17, 2014America’s Center - St. Louis, MO
xperience AX ummit , t e ultimate learnin and net or in event for t e Microsoft Dynamics® AX community.
Registration Now Open!
Register Today! axugsummit.com
Optional Pre-conference Training - Oct 13-14
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 44
Horizontal................Page 48
Services...................Page 56
The List from The Partner Channel® is your tool for fi nding the solutions available from Microsoft Dynamics® Partners. Review the various industry, horizontal, and
service off erings available and you may just fi nd exactly what you’ve been looking for! The List is unique in that it shares only those solutions and services that
work with the Microsoft Dynamics product line. We want you to spend time using the solution, not looking for it. If you have a product or service that you would
like included on The List, please contact [email protected].
NOTE: The Partner Channel and Dynamic Communities off ers no expressed or implied warranty or guarantee for any of the products included in this directory. Support and quality assurance of these software products and services are solely the responsibility of each Microsoft Dynamics Partner.
*Due to the nature of the “classifi ed” format used for The List, Microsoft Dynamics brand guidelines may not have been followed. We encourage Partners NOT to follow the example we are setting!
KEY: Axapta Great Plains Navision Solomon Customer Relationship Management Retail Management System Point of Sale
44 | AXUG Magazine
Hitachi Solutions America http://us.dynamics.hitachi-solutions.com 888-254-7242 Hitachi Solutions America Hitachi Solutions helps businesses compete with the largest global en-terprises by delivering proven business and IT strategies using powerful and easy to use industry solutions based on Microsoft Dynamics AX and CRM.
Consumer Packaged Goods
Accellos, Inc. http://www.accellos.com • 719-433-7000 Accellos/vSync EDI EDI and supply chain compliance solu-tions for Microsoft Dynamics.
Business Systems Integrators
http://www.BusinessSysInteg.com 866-871-2097 EDI BSI provides superior EDI solutions for AX & GP, both on-premise & SaaS.
Data Masons Software
http://www.datamasons.com • 866-575-1631 Vantage Point EDI for Dynamics Data Masons helps companies lever-age EDI into a competitive advantage by providing tight integration with Dynamics, without customizations.
Flintfox International Limited
http://www.fl intfox.com • 404-245-5116 TPM for Dynamics Suite Integrating Trade Promotion Management processes into Dynamics. Sell-side and Buy-side, advanced pricing, planning and execution of deals, promotions, rebates and fees, plus settlement (deductions, claims, payments).
HighJump TrueCommerce EDI
Solutions http://www.highjump.com/truecommerce • 888-205-1531 ext. 1 HighJump TrueCommerce EDI Solutions HighJump TrueCommerce EDI makes EDI painless with an end-to-end solution that is easy to use, robust, and aff ord-able. TrueCommerce EDI is a Microsoft Gold Certifi ed Partner and certifi ed for Microsoft Dynamics GP.
Junction Solutions http://www.junctionsolutions.com/products-solutions/junctionfb-food-beverage/ 303-327-8800 JunctionFB for Food & Beverage Manufacturers A “Field to Fork” solution set built into Microsoft Dynamics AX, provid-ing 360-degree visibility of the entire value chain, available on-premise or on-demand.
RockySoft http://www.RockySoft.com 970-493-0868 ext. 105 Inventory Management and Supply Chain Planning Pack Light Supply Chain Mgmt Suite-Forecasting, Inventory Mgmt, Purchase Order Planning, Vendor Lead Time Mgmt, Retail Store Planning and S&OP.
Tribridge http://www.concertocloud.com/cpg 877-744-1360 Tribridge Concerto CPG Cloud Based CPG Built on Microsoft Dynamics AX, Concerto CPG incorporates premium business solutions for speed, accuracy, visibility, and scale – deployed in the Cloud for accessibility.
Cross Industry Solution
Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link, Integrated Document Management Capture, workfl ow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.
Arbela Technologies http://www.arbelatech.com • 949-291-4777 Master Data Centralization For Dynamics AX Arbela's Master Data Centralization for Dynamics AX easily manages product, customer, vendor, employees, and COA master data across multiple companies for more productive advanced shared services.
Ariett Business Solutions, Inc.
http://www.ariett.com • 781-826-1120 Ariett 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.
Bottomline Technologies http://www.bottomline.com/transformap_for_sharepoint • 866-551-6934 Transform® AP SharePoint®-based AP invoice automa-tion solution for approvals, document management & reporting plus integration with Microsoft Dynamics. Streamlines AP processes, reduces processing costs, & increases visibility.
Bottomline Technologies http://www.bottomline.com/dynamics 866-551-6934 Create!form® Complete document & payment auto-mation - Customize & deliver Dynamics output, including MICR checks. Easily reformat data, building "intelligent forms" for print, fax, email, archive or web.
Bottomline Technologies
http://www.bottomline.com/Transform_Filer_for_Sharepoint • 866-551-6934 Transform Filer for SharePoint A powerful, easy-to-use and cost-eff ective fi ling and fi nding solution for document management on SharePoint® that manages transactional content by linking documents/records with business applications.
Business Systems Integrators
http://www.BusinessSysInteg.com 866-871-2097 EDI BSI provides superior EDI solutions for AX & GP, both on-premise & SaaS.
CSSI http://www.coreintegrator.com • 570-524-4424 CoreIntegrator® Workfl ow A web-based workfl ow solution that automates invoice approval, purchase order matching, requisitions, human resources, document authoring and much more. Integrated with SharePoint and requiring only a browser to use.
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.
IndustryIN
DU
STR
Y
Apparel
Junction Solutions http://www.junctionsolutions.com/products-solutions/junctionmcr-multi-channel-retail/ • 303-327-8800 JunctionMCR for Multi-Channel Retail End-to-end solution set, available on-premise and on-demand, built into Microsoft Dynamics AX providing fully integrated functionality for customer service, order and inventory manage-ment, across all retail channels.
Automotive
Data Masons Software
http://www.datamasons.com • 866-575-1631 Vantage Point EDI for Dynamics Data Masons helps companies lever-age EDI into a competitive advantage by providing tight integration with Dynamics, without customizations.
Radley Corporation http://www.radley.com 248-559-6858 ext. 114 Radley iCARas - The Complete Automotive EDI Solution OnPremise/InCloud/OnDemand, iCARaS - complete Automotive EDI solution. Prod. Schedule Release Acct, Label Compliance, ASN Generation, Certifi ed Honda Compliance. Ideal for Automotive, Heavy Truck, RV/MC/ATV & more.
Chemicals
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.
Construction
AXtension http://www.AXtension.com • +3177 323 2622 AXtension Project Cost Control Insight into budget, registration, fore-cast and control of your projects in one single view.
AXtension http://www.AXtension.com • +3177 323 2622 AXtension Visual Project Planning Graphical planning of projects, resources and materials.
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docSTAR http://www.docstar.com • 888-docSTAR
NEW: eclipse Smart AP Automation Solution Auto route & approve invoices with Intelligent Data Capture recognition.
Liaison Software Corp
http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger EDD Batch email, fax, print, archive Invoices, Statements, Sales Orders, Purchase Orders to customers, vendors, sales. Attach supporting documentation. Use existing reports (GP report writer, SSRS, Crystal).
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 248-960-0909 WorkPlace eProcurement Solutions for Requisition, Purchasing & Invoice Automation. Options include PunchOut, Check Request, Budget Compliance, RFQ, Requisition, PO Generation, Receiving, Invoice Matching & Vendor Contract Compliance.
Solver
http://www.solverusa.com • 310-691-5300 Solver - BI360 Suite Both Excel & Web-based Financial & Operational Reporting, Budgeting, Dashboards, & a pre-confi gured Data Warehouse w/ direct integration to Microsoft Dynamics
Equipment Rental and Leasing
HSO http://www.hso-equipment.com 847-348-0588
NEW: HSO Equipment Rental/Leasing Total Rental Lifecycle: Quotes w/ Guided Selling. Rent by the - hour,day,week,month. Ability to lease w/ buy-out or sell. Rental Items are Inventory & Fixed assets within AX.
Finance/Banking
AssureSign LLC
http://www.assuresign.com • 407-670-0400 AssureSign Electronic Signature Software Integrated cloud or on-premise enterprise class Electronic Signatures.
Food and Beverage
Accellos, Inc. http://www.accellos.com • 719-433-7000 Accellos/vSync EDI EDI and supply chain compliance solu-tions for Microsoft Dynamics.
Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workfl ow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.
Appolis http://www.appolis.com • 612-343-0404 WithoutWire™ Warehouse Appolis WithoutWire™ Warehouse Management Solution provides fully integrated traceable lot tracked inven-tory for Manufacturers and Distributors.
Arbela Technologies http://www.arbelatech.com • 949-291-4777 Arbela Technologies With over 200 years of cumulative ERP experience, we have confi gured and tailored Dynamics AX to fi t the specifi c needs of various industries without signifi cant customizations. Gain from Our Experience.
ASC Software http://www.ascsoftware.com • 937-429-1428 ASCTrac Award winning, scalable, Warehouse Management Solutions (WMS) designed to support the demanding requirements of Distribution, Manufacturing and 3PL operations, covering the entire Supply Chain cycle.
AxSource Infotech Inc. http://www.AxSourceInfotech.com 905-854-6059 Dynamics AX for Food & Beverage Process Mfg solution tightly integrated with Traceability, Catch Weight, Formula, Food Safety & Regulatory Compliance. Visit www.AxoLOGIX.com for Real-time WMS & www.AxoQCS.com for automat-ing Food Safety such as GFSI .
Blue Horseshoe http://www.supplychaindynamicsax.com 317-573-2583 Supply Chain Suite for Dynamics AX Unlike other solutions, Supply Chain Suite embeds industry-specifi c func-tionality directly into the business layer of Dynamic AX’s architecture. Increase revenue, profi t margins and asset utilization.
Business Systems Integrators
http://www.BusinessSysInteg.com 866-871-2097 EDI BSI provides superior EDI solutions for AX & GP, both on-premise & SaaS.
Flintfox International Limited
http://www.fl intfox.com • 404-245-5116 TPM for Dynamics Suite Integrating Trade Promotion Management processes into Dynamics. Sell-side and Buy-side, advanced pricing, planning and execution of deals, promotions, rebates and fees, plus settlement (deductions, claims, payments).
HighJump TrueCommerce EDI
Solutions http://www.highjump.com/truecommerce 888-205-1531 ext. 1 HighJump TrueCommerce EDI Solutions HighJump TrueCommerce EDI makes EDI painless with an end-to-end solution that is easy to use, robust, and aff ord-able. TrueCommerce EDI is a Microsoft Gold Certifi ed Partner and certifi ed for Microsoft Dynamics GP.
Horizons International
http://www.qualityessentialssuite.com 866-949-9504 ext. 811 Quality Essentials Suite Quality Mgt. System off ers decimal preci-sion, cert. of analysis, non-conformance, material holds, reporting, data export. Integrated to Dynamics, Horizons Manufacturing, also non-integrated application avail.
Junction Solutions http://www.junctionsolutions.com/products-solutions/junctionfb-food-beverage/ 303-327-8800 JunctionFB for Food & Beverage Manufacturers A “Field to Fork” solution set built into Microsoft Dynamics AX, provid-ing 360-degree visibility of the entire value chain, available on-premise or on-demand.
Metafi le Information Systems, Inc.
http://www.metaviewer.com • 507-286-9232 MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solu-tions by adding integrated scanning, OCR, eInvoicing, workfl ow, and AP/AR Automation.
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.
Healthcare
Kronos Incorporated http://www.kronos.com • 800-225-1561 Workforce Central® Suite Seamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources and fi nancial processes.
Paramount Technologies
http://www.paramounttechnologies.com 248-960-0909 WorkPlace for Healthcare Drive down costs, control purchases and manage your materials. Supports single and multi-site facilities. Integrate Requisition through Invoice Automation and Inventory processes. Record items using barcode scanners.
Sierra Workforce Solutions
http://www.sierraws.com • 800-822-0973 Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data in-tegration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service.
Vertical Solutions, Inc. http://www.vertsol.com • 513-891-7997
NEW: 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.
High Tech and Electronics
Cincom Systems, Inc http://acquire.cincom.com • 877-244-2308 Cincom Acquire Smart Confi gure, Price, Quote + Seamless Integration w/ Dynamics. Close deals up to 80% faster! See us at Convergence! Outsmart. Outsell.
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Experlogix, Inc. http://www.experlogix.com 805-504-9729 ext. 712 Experlogix Confi gurator for Microsoft Dynamics CRM & ERP Experlogix Confi gurators meets the demands of today’s competitive mar-ketplace by simplifying the process of selling customized products, accelerat-ing proposal development times and increasing quote-to-order ratios.
Hitachi Solutions America http://us.dynamics.hitachi-solutions.com/ 888-254-7242 Field Service Automation Hitachi Solutions fi eld service automa-tion solution connects your offi ce and fi eld service staff with the information and processes needed to improve fi eld operations productivity and deliver service excellence.
QBD Systems http://www.qbdsys.com • 800-743-9003 Universal PLM Integration Integration w/ PLM s/w incl. Agile, Arena, Aras, Solidworks EPDM & more.
Red Maple http://www.redmaple.com • 972-980-6963
NEW: 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.
Industrial Equipment
Experlogix, Inc. http://www.experlogix.com 805-504-9729 ext. 712 Experlogix Confi gurator for Microsoft Dynamics CRM & ERP Experlogix Confi gurators meets the demands of today’s competitive mar-ketplace by simplifying the process of selling customized products, accelerat-ing proposal development times and increasing quote-to-order ratios.
Hitachi Solutions America http://us.dynamics.hitachi-solutions.com/ 888-254-7242 Field Service Automation Hitachi Solutions fi eld service automa-tion solution connects your offi ce and fi eld service staff with the information and processes needed to improve fi eld operations productivity and deliver service excellence.
HSO http://www.hso-equipment.com 847-348-0588
NEW: 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.
Vertical Solutions, Inc. http://www.vertsol.com • 513-891-7997
NEW: 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.
Insurance
AssureSign LLC
http://www.assuresign.com • 407-670-0400 AssureSign Electronic Signature Software Integrated cloud or on-premise enterprise class Electronic Signatures.
Corporate Renaissance Group
http://www.employee-performance.com 613-232-4295 emPerform Easy-to-use, web-based appraisal system that integrates employee reviews, goal management, succession planning, compensation management, 360 multi-rater feedback, unlimited web surveys and reporting.
Maintenance Management
eRPortal Software Group LLC
http://www.erportalsoftware.com 413-233-5404 eRPortal CMMS Software Suite The eRPortal Software Group provides high performance, web-enabled, Asset Management, Maintenance Management, and Materials Tracking software solu-tions for managing strategic assets and operations.
Manufacturing
Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workfl ow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.
Arbela Technologies http://www.arbelatech.com • 949-291-4777 Arbela Technologies With over 200 years of cumulative ERP experience, we have confi gured and tailored Dynamics AX to fi t the specifi c needs of various industries without signifi cant customizations. Gain from Our Experience.
ASC Software http://www.ascsoftware.com • 937-429-1428 ASCTrac Award winning, scalable Warehouse Management Solutions & MFG operations.
AxSource Infotech Inc. http://www.AxSourceInfotech.com 905-854-6059 Dynamics AX for Manufacturing Experts in Discrete & Process integrated to WMS. Visit www.AxoLOGIX.com for Real-time WMS and www.AxoQCS.com for quality, safety & compliance.
AXtension http://www.AXtension.com • +3177 323 2622 AXtension Project Cost Control Insight into budget, registration, fore-cast and control of your projects in one single view.
AXtension http://www.AXtension.com • +3177 323 2622 AXtension Visual Project Planning Graphical planning of projects, resources and materials.
AXtension http://www.AXtension.com • +3177 323 2622 AXtension Advanced Production Production insight and control on the shop fl oor.
Cincom Systems, Inc http://acquire.cincom.com • 877-244-2308 Cincom Acquire Smart Confi gure, Price, Quote + Seamless Integration w/ Dynamics. Close deals up to 80% faster! See us at Convergence! Outsmart. Outsell.
docSTAR http://www.docstar.com • 888-docSTAR
NEW: eclipse Smart AP Automation Solution Auto route & approve invoices with Intelligent Data Capture recognition.
eNSYNC Solutions, Inc. http://www.ScanWorkX.com • 913-647-8640 ScanWorkX for Dynamics AX Extend Dynamics AX to nearly any mo-bile device. More than 75 standard DAX functions with and without barcoding. Custom transactions available.
Experlogix, Inc. http://www.experlogix.com 805-504-9729 ext. 712 Experlogix Confi gurator for Microsoft Dynamics CRM & ERP Experlogix Confi gurators meets the demands of today’s competitive mar-ketplace by simplifying the process of selling customized products, accelerat-ing proposal development times and increasing quote-to-order ratios.
HighJump TrueCommerce EDI
Solutions http://www.highjump.com/truecommerce 888-205-1531 ext. 1 HighJump TrueCommerce EDI Solutions HighJump TrueCommerce EDI makes EDI painless with an end-to-end solution that is easy to use, robust, and aff ord-able. TrueCommerce EDI is a Microsoft Gold Certifi ed Partner and certifi ed for Microsoft Dynamics GP.
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.
Liaison Software Corp
http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger EDD Batch email, fax, print, archive Invoices, Statements, Sales Orders, Purchase Orders to customers, vendors, sales. Attach supporting documentation. Use existing reports (GP report writer, SSRS, Crystal).
Metafi le Information Systems, Inc.
http://www.metaviewer.com • 507-286-9232 MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solu-tions by adding integrated scanning, OCR, eInvoicing, workfl ow, and AP/AR Automation.
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
NEW: RF-SMART Data Collection #1 brand of mobile solutions for AX warehousing, manufacturing, & retail inventory control. "Your Supply Chain: Mobile. Accurate. Real time."
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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
NEW: 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.
Media and Entertainment
KORE Software http://www.KOREsoftware.com • 480-240-5662 KORE ProSports™ More teams in the NFL, MLB, NBA & NHL use KORE than any other software. CRM for sponsorships, ticket sales, premium seating & media traffi cking.
Non-Profit Organizations
Paramount Technologies
http://www.paramounttechnologies.com 248-960-0909 WorkPlace for Non-Profi ts GL Distributions, Fund Accounting, Audit Trails, Requisition & Expense.
Sierra Workforce Solutions
http://www.sierraws.com • 800-822-0973 Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data in-tegration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service.
Oil and Gas
Hitachi Solutions America http://us.dynamics.hitachi-solutions.com 888-254-7242 Hitachi Solutions America Hitachi Solutions helps businesses compete with the largest global en-terprises by delivering proven business and IT strategies using powerful and easy to use industry solutions based on Microsoft Dynamics AX and CRM.
Hitachi Solutions America http://us.dynamics.hitachi-solutions.com/ 888-254-7242 Field Service Automation Hitachi Solutions fi eld service automa-tion solution connects your offi ce and fi eld service staff with the information and processes needed to improve fi eld operations productivity and deliver service excellence.
HSO http://www.hso-equipment.com 847-348-0588
NEW: 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.
WennSoft, Inc. http://www.wennsoft.com • 262-821-4100 Evolution Manage resources, track assets, auto-mate fi eld ticketing, improve cash fl ow.
Pharmaceuticals
ASC Software http://www.ascsoftware.com • 937-429-1428 ASCTrac Award winning, scalable, Warehouse Management Solutions (WMS) designed to support the demanding requirements of Distribution, Manufacturing and 3PL operations, covering the entire Supply Chain cycle.
AxSource Infotech Inc. http://www.AxSourceInfotech.com 905-854-6059 Dynamics AX Solution for Pharmaceutical-AxoPHARM Computer System Validation (CSV), GxP, 21 CFR Part 11 Compliance. Manage compliance & validation along with your Dynamics implementation by utilizing our toolkits for FDA & Health Canada compliance. www.AxoPHARM.com
CSSI http://www.coreintegrator.com • 570-524-4424 CoreIntegrator® Workfl ow A web-based workfl ow solution that automates invoice approval, purchase order matching, requisitions, human resources, document authoring and much more. Integrated with SharePoint and requiring only a browser to use.
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.
Professional Services
AXtension http://www.AXtension.com • +3177 323 2622 AXtension Project Cost Control Insight into budget, registration, fore-cast and control of your projects in one single view.
AXtension http://www.AXtension.com • +3177 323 2622 AXtension Visual Project Planning Graphical planning of projects, resources and materials.
Hitachi Solutions America http://us.dynamics.hitachi-solutions.com 888-254-7242 Hitachi Solutions America Hitachi Solutions helps businesses compete with the largest global en-terprises by delivering proven business and IT strategies using powerful and easy to use industry solutions based on Microsoft Dynamics AX and CRM.
Retail
Arbela Technologies http://www.arbelatech.com • 949-291-4777 Arbela Technologies With over 200 years of cumulative ERP experience, we have confi gured and tailored Dynamics AX to fi t the specifi c needs of various industries without signifi cant customizations. Gain from Our Experience.
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.
HSO http://www.hso-retail.com • 847-348-0588
NEW: 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/products-solutions/junctionmcr-multi-channel-retail/ 303-327-8800 JunctionMCR for Multi-Channel Retail End-to-end solution set, available on-premise and on-demand, built into Microsoft Dynamics AX providing fully integrated functionality for customer service, order and inventory manage-ment, across all retail channels.
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.
Metafi le Information Systems, Inc.
http://www.metaviewer.com • 507-286-9232 MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solu-tions by adding integrated scanning, OCR, eInvoicing, workfl ow, and AP/AR Automation.
Red Maple http://www.redmaple.com • 972-980-6963
NEW: 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
NEW: 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.
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Software
Corporate Services
http://www.corpservice.com • 800-293-6822 TrakQuip and RTMS Software Solutions Whether you own, rent, or utilize equip-ment, TrakQuip & RTMS make it easy to track & manage your assets, automate routine business operations, & produce excellent fi nancial information to ac-curately run your business
Software Manufacturers
Red Maple http://www.redmaple.com • 972-980-6963
NEW: 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.
Warehouse Management
Accellos, Inc. http://www.accellos.com • 719-433-7000 Accellos One Warehouse Fully-integrated warehouse manage-ment & data-collection for MS Dynamics.
Appolis http://www.appolis.com • 612-343-0404 WithoutWire™ Warehouse Appolis WithoutWire™ Warehouse Management Solution provides fully integrated traceable lot tracked inven-tory for Manufacturers and Distributors.
ASC Software http://www.ascsoftware.com • 937-429-1428 ASCTrac Award winning, scalable, Warehouse Management Solutions (WMS) designed to support the demanding requirements of Distribution, Manufacturing and 3PL operations, covering the entire Supply Chain cycle.
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.
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.
Tasklet Factory http://www.taskletfactory.com +45 96 354 500
NEW: 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.
Wholesale Trade: Durable Goods
Accellos, Inc. http://www.accellos.com • 719-433-7000 Accellos/vSync EDI EDI and supply chain compliance solu-tions for Microsoft Dynamics.
Data Masons Software
http://www.datamasons.com • 866-575-1631 Vantage Point EDI for Dynamics Data Masons helps companies lever-age EDI into a competitive advantage by providing tight integration with Dynamics, without customizations.
Flintfox International Limited
http://www.fl intfox.com • 404-245-5116 TPM for Dynamics Suite Integrating Trade Promotion Management processes into Dynamics. Sell-side and Buy-side, advanced pricing, planning and execution of deals, promotions, rebates and fees, plus settlement (deductions, claims, payments).
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.
Horizontal
Analytics
Arbela Technologies http://www.arbelatech.com • 949-291-4777 Arbela Technologies With over 200 years of cumulative ERP experience, we have confi gured and tailored Dynamics AX to fi t the specifi c needs of various industries without signifi cant customizations. Gain from Our Experience.
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.
Total Dynamics Solutions, LLC
http://www.totaldynamicssolutions.com 612-276-5075 Enterprise Business Management Providing value-added analytical capa-bilities for Microsoft Dynamics.
Asset Maintenance/MRO/EAM
eRPortal Software Group LLC
http://www.erportalsoftware.com 413-233-5404 eRPortal CMMS Software Suite The eRPortal Software Group provides high performance, web-enabled, Asset Management, Maintenance Management, and Materials Tracking software solu-tions for managing strategic assets and operations.
Vertical Solutions, Inc. http://www.vertsol.com • 513-891-7997
NEW: 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.
Barcode Data Collection
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.
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
NEW: RF-SMART Data Collection #1 brand of mobile solutions for AX warehousing, manufacturing, & retail inventory control. "Your Supply Chain: Mobile. Accurate. Real time."
Budgeting
deFacto Global, Inc.
http://www.deFactoGlobal.com 203-894-1789 ext. 221 deFacto Performance Management Premier “All-in-One” Dynamics Financial & Operational Budgeting, Forecasting, Consolidation, Analysis and Reporting, Excel/Web-based. Powerful, Aff ordable.
Solver
http://www.solverusa.com • 310-691-5300 Solver - BI360 Suite Both Excel & Web-based Financial & Operational Reporting, Budgeting, Dashboards, & a pre-confi gured Data Warehouse w/ direct integration to Microsoft Dynamics.
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http://www.totaldynamicssolutions.com 612-276-5075 Enterprise Business Management Web based, interactive, & integrated planning/budgeting for MS Dynamics.
Business Intelligence
Accountable Software
http://www.accountable.com • 610-983-3100 BI Reporting Platform LIVE Dynamics Data in Excel, SSRS, SharePoint, Business Portal & the Web. Implement your BI solution today for as low as $5K and be running your reports by the close of business!
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.
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.
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.
Halo Business Intelligence
http://www.halobi.com • 888-300-0219 Halo Business Intelligence Any source, data quality, rapidly deploy, predict, collaborate & mobile.
Solver
http://www.solverusa.com • 310-691-5300 Solver - BI360 Suite Both Excel & Web-based Financial & Operational Reporting, Budgeting, Dashboards, & a pre-confi gured Data Warehouse w/ direct integration to Microsoft Dynamics.
Total Dynamics Solutions, LLC
http://www.totaldynamicssolutions.com 612-276-5075 Enterprise Business Management Providing value-added analytical capabilities for Microsoft Dynamics.
Business Process Management
Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workfl ow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.
Bottomline Technologies http://www.bottomline.com/transformap_for_sharepoint • 866-551-6934 Transform® AP SharePoint®-based AP invoice automa-tion solution for approvals, document management & reporting plus integration with Microsoft Dynamics. Streamlines AP processes, reduces processing costs, & increases visibility.
Bottomline Technologies
http://www.bottomline.com/Transform_Filer_for_Sharepoint • 866-551-6934 Transform Filer for SharePoint A powerful, easy-to-use and cost-eff ective fi ling and fi nding solution for document management on SharePoint® that manages transactional content by linking documents/records with business applications.
CSSI http://www.coreintegrator.com • 570-524-4424 CoreIntegrator® Workfl ow A web-based workfl ow solution that automates invoice approval, purchase order matching, requisitions, human resources, document authoring and much more. Integrated with SharePoint and requiring only a browser to use.
docSTAR http://www.docstar.com • 888-docSTAR
NEW: eclipse Smart AP Automation Solution Auto route & approve invoices with Intelligent Data Capture recognition.
JAT Computer Consulting, Inc. http://www.jatnet.com/JBC.htm 888-525-8874 ext. 462 JAT Benefi ts Connect (JBC) JBC communicates enrollment data to carriers and insurance providers.
Metafi le Information Systems, Inc.
http://www.metaviewer.com • 507-286-9232 MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solu-tions by adding integrated scanning, OCR, eInvoicing, workfl ow, and AP/AR Automation.
ReadSoft http://www.readsoft.com • 504-841-0100 ReadSoft Online for Accounts Payable Automation Automate your invoice processing by eliminating data entry, manual approvals & fi ling with capture & workfl ow tools integrated with Microsoft Dynamics. Based on 20+ years of experience & 8500 customers worldwide.
Tribridge http://www.concertocloud.com 877-977-8458 Tribridge Concerto Cloud Services Concerto Cloud off ers Dynamics Solutions as a Service in a private cloud environ-ment. Subscription pricing, dedicated resources, no shared components, and a complete solution customized to fi t unique needs.
Check Printing
Bottomline Technologies http://www.bottomline.com/dynamics 866-551-6934 Create!form® Complete document & payment auto-mation - Customize & deliver Dynamics output, including MICR checks. Easily reformat data, building "intelligent forms" for print, fax, email, archive or web.
Liaison Software Corp
http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger DD Batch email password protected Direct Deposit Statements to Employees.
MHC Software, Inc.
http://www.mhcsoftwareinc.com 952-882-3341 Document Express Accounts Payable & Payroll MICR Check Printing MICR checks print to blank stock from standard Dynamics output. Ideal for unique customizations- print virtu-ally any data available in Dynamics on checks. Digitized signatures, positive pay, secure remote printing.
Commissions
Red Maple http://www.redmaple.com • 972-980-6963
NEW: 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.
Compliance
Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management doc-link electronic document solutions support compliance mandates.
Arbela Technologies http://www.arbelatech.com • 949-291-4777 Arbela Security Manager Arbela’s Security Manager radically sim-plifi es managing and auditing security, and enables you to concentrate more on your investment in Dynamics AX rather than spending countless hours securing it. V2009 and V2012.
Fastpath Solutions, Inc
http://www.gofastpath.com 515-276-1779 ext. 410 Fastpath Assure Sarbanes-Oxley segregation of duties solution with built-in audit intelligence from certifi ed Auditors. Get the data your Auditors want - Fast!
Cost Accounting
Corporate Renaissance Group
http://www.crgroup.com • 613-232-4295 Cost Allocator Perform multi-level account allocations using 1 of 4 methods: percentage values, fi xed amounts, cost drivers/measures, or account balance. Integrates with Dynamics, other ERP solutions or as a stand-alone system.
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Credit Card/Check Processing
Ariett Business Solutions, Inc.
http://www.ariett.com • 781-826-1120 Ariett Travel & Expense Reporting Complete Expense Reporting with Policy Management, Business Units, Currency, Corporate & Personal Credit Card Integration, Mobile Apps, Receipt Processing through Ariett Box4Dox Service.
Red Maple http://www.redmaple.com • 972-980-6963
NEW: 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
NEW: 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.
Customer Relationship Management
eBridge Connections
http://www.ebridgeconnections.com 800-755-6921 eBridge for CRM eBridge platform to seamlessly integrate customer and opportunity data.
Experlogix, Inc. http://www.experlogix.com 805-504-9729 ext. 712 Experlogix Confi gurator for Microsoft Dynamics CRM & ERP Experlogix Confi gurators meets the demands of today’s competitive mar-ketplace by simplifying the process of selling customized products, accelerat-ing proposal development times and increasing quote-to-order ratios.
Tribridge http://www.concertocloud.com 877-977-8458 Tribridge Concerto Cloud Services Concerto Cloud off ers Dynamics Solutions as a Service in a private cloud environ-ment. Subscription pricing, dedicated resources, no shared components, and a complete solution customized to fi t unique needs.
Data Integration
eBridge Connections
http://www.ebridgeconnections.com 800-755-6921 eBridge Integration Solution The leading cloud integration platform for EDI, webstore, CRM systems.
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.
Data Management
Accellos, Inc. http://www.accellos.com • 719-433-7000 Accellos One Warehouse Fully-integrated warehouse manage-ment & data-collection for MS Dynamics.
Distribution
Accellos, Inc. http://www.accellos.com • 719-433-7000 Accellos One Warehouse Fully-integrated warehouse manage-ment & data-collection for MS Dynamics.
Arbela Technologies http://www.arbelatech.com • 949-291-4777 Arbela Technologies With over 200 years of cumulative ERP experience, we have confi gured and tailored Dynamics AX to fi t the specifi c needs of various industries without signifi cant customizations. Gain from Our Experience.
ASC Software http://www.ascsoftware.com • 937-429-1428 ASCTrac Award winning, scalable Warehouse Management Solutions & MFG operations.
AXtension http://www.AXtension.com • +3177 323 2622 AXtension Kitting Multiple items dynamically combined into one product.
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.
HSO http://www.hso.com • 847-348-0588
NEW: 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.
RockySoft http://www.RockySoft.com 970-493-0868 ext. 105 Inventory Management and Supply Chain Planning Pack Light Supply Chain Mgmt Suite-Forecasting, Inventory Mgmt, Purchase Order Planning, Vendor Lead Time Mgmt, Retail Store Planning and S&OP.
Document Management
Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workfl ow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.
Ariett Business Solutions, Inc.
http://www.ariett.com/ • 781-826-1120 Ariett AP Invoice Automation & Document Manager AP Invoice Automation, Document Manager, Intercompany Processing, 1099, Cloud Box4Dox AP Invoice Automation Service, WennSoft, Olympic Project, MEM.
Ariett Business Solutions, Inc.
http://www.ariett.com • 781-826-1120 Ariett Cloud Document Management & Automation Service New breakthrough Windows Azure Cloud Service that automatically processes your documents & transactions - AP Invoices, contracts, expense receipts etc with zero employee involvement.
AXtension http://www.AXtension.com • +3177 323 2622 AXtension Enterprise Content Management Optimized use of tagged documents in your critical business processes.
Bottomline Technologies http://www.bottomline.com/dynamics 866-551-6934 Create!form® Complete document & payment auto-mation - Customize & deliver Dynamics output, including MICR checks. Easily reformat data, building "intelligent forms" for print, fax, email, archive or web.
Bottomline Technologies
http://www.bottomline.com/Transform_Filer_for_Sharepoint • 866-551-6934 Transform Filer for SharePoint A powerful, easy-to-use and cost-eff ective fi ling and fi nding solution for document management on SharePoint® that manages transactional content by linking documents/records with business applications.
CSSI http://www.coreintegrator.com • 570-524-4424 CoreIntegrator® Workfl ow A web-based workfl ow solution that automates invoice approval, purchase order matching, requisitions, human resources, document authoring and much more. Integrated with SharePoint and requiring only a browser to use.
Datahaven for Dynamics http://www.datahaven4dynamics.com 757-222-2000 Datahaven for Dynamics Datahaven is the only scanning, OCR, and workfl ow solution natively embed-ded—not simply integrated—throughout the Microsoft Dynamics user experience and available to non-Dynamics users from Microsoft Outlook.
docSTAR http://www.docstar.com • 888-docSTAR
NEW: eclipse Smart AP Automation Solution Auto route & approve invoices with Intelligent Data Capture recognition.
Esker Inc http://www.esker.com • 800-368-5283 Document Process Automation Addressing processes like accounts payable, accounts receivable, and sales order processing, Esker solutions enable companies to automate the reception, processing and sending of documents with one platform.
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Liaison Software Corp
http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger EDD Batch email, fax, print, archive Invoices, Statements, Sales Orders, Purchase Orders to customers, vendors, sales. Attach supporting documentation. Use existing reports (GP report writer, SSRS, Crystal).
MaxxVault LLC http://www.maxxvault.com/MaxxDynamics.html • 516-880-6800 MaxxVault MaxxDynamics, from MaxxVault LLC, provides a direct link between Microsoft Dynamics GP, AX, SL and NAV ERP systems and the MaxxVault document management repository. Integrated document management and workfl ow.
Metafi le Information Systems, Inc.
http://www.metaviewer.com • 507-286-9232 MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solu-tions by adding integrated scanning, OCR, eInvoicing, workfl ow, and AP/AR Automation.
MHC Software, Inc.
http://www.mhcsoftwareinc.com 952-882-3341 MHC Image Express Electronically archive vendor invoices,HRdocs, POs & more. Automated document entry. Retrieve documents from Dynamics screens or web browser. Retrieve related documents with a single click. Workfl ow & Report imaging.
PaperSave http://www.PaperSave.com • 877-727-3799 PaperSave PaperSave is a Certifi ed for Microsoft Dynamics Document Management, Electronic Workfl ow & Invoice Automation solution that eliminates inherent risks and ineffi ciencies associated with paper.
E-commerce
Avalara, Inc.
http://www.info.avalara.com/TheList877-780-4848 Avalara for Sales Tax Automation Automate and eliminate the complex-ity of sales tax management with Avalara. A cloud-based sales and use tax calculation, exemption certifi cate management, fi ling and remittance solution for Microsoft Dynamics.
Computer Pundits Corporation
http://www.eCommerce21.com • 888-786-3487 eCommerce21® Patented B2B and B2C database driven eCommerce, fully integrated with Dynamics, for automated production of Web Storefront with intuitive navigation, SEO and full Shopping Cart for easier sales from your website.
eBridge Connections
http://www.ebridgeconnections.com 800-755-6921 eBridge for eCommerce Integration with all webstores incl. Amazon, Magento, BigCommerce, eBay+
k-eCommerce http://www.k-eCommerce.com • 734-928-6010 k-eCommerce Integrated B2B, B2C & Sales Portal websites deployed on premise or in a PCI Compliant cloud. Built-in CMS, SEO, multilingual / multicurrency capabilities & responsive web design to support mobile & tablet devices.
EDI
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.
Business Systems Integrators
http://www.BusinessSysInteg.com 866-871-2097 EDI BSI provides superior EDI solutions for AX & GP, both on-premise & SaaS.
Data Masons Software
http://www.datamasons.com • 866-575-1631 Vantage Point EDI for Dynamics Data Masons helps companies lever-age EDI into a competitive advantage by providing tight integration with Dynamics, without customizations.
eBridge Connections
http://www.ebridgeconnections.com 800-755-6921 eBridge for EDI Web EDI solution eliminates transac-tion fees – over 1000 trading partners.
HighJump TrueCommerce EDI
Solutions http://www.highjump.com/truecommerce 888-205-1531 ext. 1 HighJump TrueCommerce EDI Solutions HighJump TrueCommerce EDI makes EDI painless with an end-to-end solution that is easy to use, robust, and aff ord-able. TrueCommerce EDI is a Microsoft Gold Certifi ed Partner and certifi ed for Microsoft Dynamics GP.
Radley Corporation http://www.radley.com 248-559-6858 ext. 114 Radley iCARas - The Complete Automotive EDI Solution OnPremise/InCloud/OnDemand, iCARaS - complete Automotive EDI solution. Prod. Schedule Release Acct, Label Compliance, ASN Generation, Certifi ed Honda Compliance. Ideal for Automotive, Heavy Truck, RV/MC/ATV & more.
Electronic Document Delivery (Email)/Faxing
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.
Bottomline Technologies http://www.bottomline.com/dynamics 866-551-6934 Create!form® Complete document & payment auto-mation - Customize & deliver Dynamics output, including MICR checks. Easily reformat data, building "intelligent forms" for print, fax, email, archive or web.
Datahaven for Dynamics http://www.datahaven4dynamics.com 757-222-2000 Datahaven for Dynamics Datahaven is the only scanning, OCR, and workfl ow solution natively embed-ded—not simply integrated—throughout the Microsoft Dynamics user experience and available to non-Dynamics users from Microsoft Outlook.
Liaison Software Corp
http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger EDD Batch email, fax, print, archive Invoices, Statements, Sales Orders, Purchase Orders to customers, vendors, sales. Attach supporting documentation. Use existing reports (GP report writer, SSRS, Crystal).
Electronic Signatures
AssureSign LLC
http://www.assuresign.com • 407-670-0400 AssureSign Electronic Signature Software Integrated cloud or on-premise enterprise class Electronic Signatures.
Expense Solutions
Ariett Business Solutions, Inc.
http://www.ariett.com/ • 781-826-1120 Ariett AP Invoice Automation & Document Manager AP Invoice Automation, Document Manager, Intercompany Processing, 1099, Cloud Box4Dox AP Invoice Automation Service, WennSoft, Olympic Project, MEM.
Ariett Business Solutions, Inc.
http://www.ariett.com • 781-826-1120 Ariett Travel & Expense Reporting Complete Expense Reporting with Policy Management, Business Units, Currency, Corporate & Personal Credit Card Integration, Mobile Apps, Receipt Processing through Ariett Box4Dox Service.
Paramount Technologies
http://www.paramounttechnologies.com 248-960-0909 WorkPlace Expense Integrates web submission of expense reports, automatic routing, and elec-tronic approvals of individual line-item expenses.
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Field Service Management
FieldConnect, Inc.
http://www.fi eldconnect.com • 949-428-1540 FieldConnect Mobile Workforce Solutions FieldConnect is an end-to-end solution for workforce mobilization. Electronic work orders & timesheets, dispatch software, and customer portals are directly integrated with Microsoft Dynamics for maximum effi ciency.
FieldOne Systems
http://www.fi eldone.com • 201-252-8900 FieldOne Sky An end-to-end platform supporting all phases of fi eld service management including routing and scheduling, work process automation, communications, and business intelligence with support for any mobile device.
Hitachi Solutions America http://us.dynamics.hitachi-solutions.com/ 888-254-7242 Field Service Automation Hitachi Solutions fi eld service automa-tion solution connects your offi ce and fi eld service staff with the information and processes needed to improve fi eld operations productivity and deliver service excellence.
Vertical Solutions, Inc. http://www.vertsol.com • 513-891-7997
NEW: 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.
HR Management
Corporate Renaissance Group
http://www.employee-performance.com 613-232-4295 emPerform Easy-to-use, web-based appraisal system that integrates employee reviews, goal management, succession planning, compensation management, 360 multi-rater feedback, unlimited web surveys and reporting.
Kronos Incorporated http://www.kronos.com • 800-225-1561 Workforce Central® Suite Seamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources and fi nancial processes.
Paychex http://mystaffi ngpro.com • 800-939-2462 myStaffi ngPro Applicant Tracking System Recruiting software to qualify applicants, track jobs, and select hires.
Inventory Management
ASC Software http://www.ascsoftware.com • 937-429-1428 ASCTrac Award winning, scalable Warehouse Management Solutions & MFG operations.
Cutwater http://www.cutwatersolutions.com 800-564-8806 (AIM) Advanced Inventory Manager Reporting categories to allow users to gain insight into the cost and effi ciency of current stocks. Reports also track order history and analyze and monitor purchasing trends across vendors and product groups.
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.
Junction Solutions http://www.junctionsolutions.com/products-solutions/junctionmcr-multi-channel-retail/ • 303-327-8800 JunctionMCR for Multi-Channel Retail End-to-end solution set, available on-premise and on-demand, built into Microsoft Dynamics AX providing fully integrated functionality for customer service, order and inventory manage-ment, across all retail channels.
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.
Invoicing Enhancement
AXtension http://www.AXtension.com • +3177 323 2622 AXtension Invoice Processing Optimized accounts payable invoice processing.
Bottomline Technologies http://www.bottomline.com/transformap_for_sharepoint • 866-551-6934 Transform® AP SharePoint®-based AP invoice automa-tion solution for approvals, document management & reporting plus integration with Microsoft Dynamics. Streamlines AP processes, reduces processing costs, & increases visibility.
ReadSoft http://www.readsoft.com • 504-841-0100 ReadSoft Online for Accounts Payable Automation Automate your invoice processing by eliminating data entry, manual approvals & fi ling with capture & workfl ow tools integrated with Microsoft Dynamics. Based on 20+ years of experience & 8500 customers worldwide.
Red Maple http://www.redmaple.com • 972-980-6963
NEW: 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.
Job Costing
Sierra Workforce Solutions
http://www.sierraws.com • 800-822-0973 Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data in-tegration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service.
Manufacturing Enhancement
Cincom Systems, Inc http://acquire.cincom.com • 877-244-2308 Cincom Acquire Smart Confi gure, Price, Quote + Seamless Integration w/ Dynamics. Close deals up to 80% faster! See us at Convergence! Outsmart. Outsell.
eNSYNC Solutions, Inc. http://www.ScanWorkX.com • 913-647-8640 ScanWorkX for Dynamics AX Extend Dynamics AX to nearly any mo-bile device. More than 75 standard DAX functions with and without barcoding. Custom transactions available.
Horizons International
http://www.qualityessentialssuite.com 866-949-9504 ext. 811 Quality Essentials Suite Quality Mgt. System off ers decimal preci-sion, cert. of analysis, non-conformance, material holds, reporting, data export. Integrated to Dynamics, Horizons Manufacturing, also non-integrated application avail.
Multi-Entity Management
Arbela Technologies http://www.arbelatech.com • 949-291-4777 Master Data Centralization For Dynamics AX Arbela's Master Data Centralization for Dynamics AX easily manages product, customer, vendor, employees, and COA master data across multiple companies for more productive advanced shared services.
Payables Enhancement
Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workfl ow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.
Ariett Business Solutions, Inc.
http://www.ariett.com/ • 781-826-1120 Ariett AP Invoice Automation & Document Manager AP Invoice Automation, Document Manager, Intercompany Processing, 1099, Cloud Box4Dox AP Invoice Automation Service, WennSoft, Olympic Project, MEM.
Ariett Business Solutions, Inc.
http://www.ariett.com • 781-826-1120 Ariett Travel & Expense Reporting Complete Expense Reporting with Policy Management, Business Units, Currency, Corporate & Personal Credit Card Integration, Mobile Apps, Receipt Processing through Ariett Box4Dox Service.
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Bottomline Technologies http://www.bottomline.com/transformap_for_sharepoint • 866-551-6934 Transform® AP SharePoint®-based AP invoice automa-tion solution for approvals, document management & reporting plus integration with Microsoft Dynamics. Streamlines AP processes, reduces processing costs, & increases visibility.
CSSI http://www.coreintegrator.com • 570-524-4424 CoreIntegrator® Workfl ow A web-based workfl ow solution that automates invoice approval, purchase order matching, requisitions, human resources, document authoring and much more. Integrated with SharePoint and requiring only a browser to use.
Esker Inc http://www.esker.com • 800-368-5283 Document Process Automation Addressing processes like accounts payable, accounts receivable, and sales order processing, Esker solutions enable companies to automate the reception, processing and sending of documents with one platform.
Liaison Software Corp
http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger EFT Batch email & fax EFT Remittances to Vendors pref. Archive internal copy.
MaxxVault LLC http://www.maxxvault.com/MaxxDynamics.html • 516-880-6800 MaxxVault MaxxDynamics, from MaxxVault LLC, provides a direct link between Microsoft Dynamics GP, AX, SL and NAV ERP systems and the MaxxVault document management repository. Integrated document management and workfl ow.
MHC Software, Inc.
http://www.mhcsoftwareinc.com 952-882-3341 Electronic Payment Notifi cations Email and/or fax remittance advices to vendors rather than printing and mailing. System also can be used for employee reimbursements. Huge cost and time savings. Fast ROI.
ReQlogic http://www.reqlogic.com 650-235-1925 ext. 5 ReQlogic ReQlogic is a browser-based employee productivity suite that provides solu-tions for eProcurement, requisitions, vendor invoices, expense reports and advanced workfl ow.
Payroll Enhancement
Liaison Software Corp
http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger DD Batch email password protected Direct Deposit Statements to Employees.
MHC Software, Inc.
http://www.mhcsoftwareinc.com 952-882-3341 Electronic Direct Deposit Delivery Email direct deposits to employees rather than printing/distributing. Password protected PDF attachments are emailed to employee. Fast ROI.
Sierra Workforce Solutions
http://www.sierraws.com • 800-822-0973 Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data in-tegration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service.
Portals
Experlogix, Inc. http://www.experlogix.com 805-504-9729 ext. 712 Experlogix Confi gurator for Microsoft Dynamics CRM & ERP Experlogix Confi gurators meets the demands of today’s competitive mar-ketplace by simplifying the process of selling customized products, accelerat-ing proposal development times and increasing quote-to-order ratios.
Procurement Management
Liaison Software Corp
http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger EFT Batch email & fax EFT Remittances to Vendors pref. Archive internal copy.
Paramount Technologies
http://www.paramounttechnologies.com 248-960-0909 WorkPlace eProcurement Solutions for Requisition, Purchasing & Invoice Automation. Options include PunchOut, Check Request, Budget Compliance, RFQ, Requisition, PO Generation, Receiving, Invoice Matching & Vendor Contract Compliance.
Red Maple http://www.redmaple.com • 972-980-6963
NEW: 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 650-235-1925 ext. 5 ReQlogic ReQlogic is a browser-based employee productivity suite that provides solu-tions for eProcurement, requisitions, vendor invoices, expense reports and advanced workfl ow.
Product Lifecycle Management
QBD Systems http://www.qbdsys.com • 800-743-9003 Universal PLM Integration Integration w/ PLM s/w incl. Agile, Arena, Aras, Solidworks EPDM & more.
Purchase Order Processing Enhancement
Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workfl ow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.
Ariett Business Solutions, Inc.
http://www.ariett.com • 781-826-1120 Ariett Cloud Purchasing & Expense Management Requisition, Purchase Order Management, AP Invoice Automation with Document Manager, Expense Reporting with integrated Corporate & Personal Credit Cards, Cloud or On Premise.
Paramount Technologies
http://www.paramounttechnologies.com 248-960-0909 WorkPlace Requisition and Purchasing Includes PunchOut, Check Request, Budget Compliance, RFQ, Requisition, PO Generation, Receiving, Invoice Matching & Vendor Contract Compliance.
Red Maple http://www.redmaple.com • 972-980-6963
NEW: 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.
Quality Control
Horizons International
http://www.qualityessentialssuite.com 866-949-9504 ext. 811 Quality Essentials Suite Quality Mgt. System off ers decimal preci-sion, cert. of analysis, non-conformance, material holds, reporting, data export. Integrated to Dynamics, Horizons Manufacturing, also non-integrated application avail.
Reconciliation
Adra Match http://www.adramatch.com +44 207 868 5171 ACCOUNTS – Transaction Matching Software Accounts is a software solution that replaces cumbersome spreadsheets and error-prone manual reconciliations with a rules driven, automated solution for all types of transaction matching.
Adra Match http://www.adramatch.com +44 207 868 5171 BALANCER - Balance Sheet Reconciliation Software Balancer allows you to replace cumber-some spreadsheets and error-prone manual tasks with a full real-time overview of the entire balance sheet reconciliation process. Free up time and close faster with Balancer.
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Adra Match http://www.adramatch.com +44 207 868 5171 RECEIVABLES - Payment Matching Software Receivables handles complex incoming payments your ERP system can't match. By using three information sources - the payment fi le, open invoices and the customer register - the system matches all incoming payments.
Reporting
Accountable Software
http://www.accountable.com • 610-983-3100 BI Reporting Platform LIVE Dynamics Data in Excel, SSRS, SharePoint, Business Portal & the Web. Implement your BI solution today for as low as $5K and be running your reports by the close of business!
deFacto Global, Inc.
http://www.deFactoGlobal.com 203-894-1789 ext. 221 deFacto Performance Management Premier “All-in-One” Dynamics Financial & Operational Budgeting, Forecasting, Consolidation, Analysis and Reporting, Excel/Web-based. Powerful, Aff ordable.
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.
Solver
http://www.solverusa.com • 310-691-5300 Solver - BI360 Suite Both Excel & Web-based Financial & Operational Reporting, Budgeting, Dashboards, & a pre-confi gured Data Warehouse w/ direct integration to Microsoft Dynamics.
Total Dynamics Solutions, LLC
http://www.totaldynamicssolutions.com 612-276-5075 Enterprise Business Management Providing value-added analytical capa-bilities for Microsoft Dynamics.
Sales Order Processing Enhancement
Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workfl ow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.
Cincom Systems, Inc http://acquire.cincom.com • 877-244-2308 Cincom Acquire Smart Confi gure, Price, Quote + Seamless Integration w/ Dynamics. Close deals up to 80% faster! See us at Convergence! Outsmart. Outsell.
Experlogix, Inc. http://www.experlogix.com 805-504-9729 ext. 712 Experlogix Confi gurator for Microsoft Dynamics CRM & ERP Experlogix Confi gurators meets the demands of today’s competitive mar-ketplace by simplifying the process of selling customized products, accelerat-ing proposal development times and increasing quote-to-order ratios.
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).
Red Maple http://www.redmaple.com • 972-980-6963
NEW: 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.
Security
Arbela Technologies http://www.arbelatech.com • 949-291-4777 Arbela Security Manager Arbela’s Security Manager radically sim-plifi es managing and auditing security, and enables you to concentrate more on your investment in Dynamics AX rather than spending countless hours securing it. V2009 and V2012.
Fastpath Solutions, Inc
http://www.gofastpath.com 515-276-1779 ext. 410 Fastpath Audit Trail An agile auditing tool that records changes to all Dynamics databases for easy analysis and reporting. You can know what changed, who changed it and the before and after values. Real information, real results.
Fastpath Solutions, Inc
http://www.gofastpath.com 515-276-1779 ext. 410 Fastpath Confi g AD - Active Directory integration tool Simplify Dynamics GP, AX or CRM user provisioning with Active Directory. Single interface for managing Dynamics users improving security, saving time and money. GP solution off ers Single Sign on functionality.
Supply Chain Management
Accellos, Inc. http://www.accellos.com • 719-433-7000 Accellos One Warehouse Fully-integrated warehouse manage-ment & data-collection for MS Dynamics.
AIM Computer Solutions, Inc.
http://www.aimcom.com • 586-439-0300 AIM Vision Synchronize EDI, material requirements, lead times & supplier purchases.
Arbela Technologies http://www.arbelatech.com • 949-291-4777 Arbela Technologies With over 200 years of cumulative ERP experience, we have confi gured and tailored Dynamics AX to fi t the specifi c needs of various industries without signifi cant customizations. Gain from Our Experience.
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.
ASC Software http://www.ascsoftware.com • 937-429-1428 ASCTrac Award winning, scalable, Warehouse Management Solutions (WMS) designed to support the demanding requirements of Distribution, Manufacturing and 3PL operations, covering the entire Supply Chain cycle.
Blue Horseshoe http://www.supplychaindynamicsax.com 317-573-2583 Supply Chain Suite for Dynamics AX Unlike other solutions, Supply Chain Suite embeds industry-specifi c func-tionality directly into the business layer of Dynamic AX’s architecture. Increase revenue, profi t margins and asset utilization.
Data Masons Software
http://www.datamasons.com • 866-575-1631 Vantage Point EDI for Dynamics Data Masons helps companies lever-age EDI into a competitive advantage by providing tight integration with Dynamics, without customizations.
Junction Solutions http://www.junctionsolutions.com/products-solutions/junctionfb-food-beverage/ • 303-327-8800 JunctionFB for Food & Beverage Manufacturers A “Field to Fork” solution set built into Microsoft Dynamics AX, provid-ing 360-degree visibility of the entire value chain, available on-premise or on-demand.
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.
Tax
Avalara, Inc.
http://www.info.avalara.com/TheList 877-780-4848 Avalara for Sales Tax Automation Automate and eliminate the complex-ity of sales tax management with Avalara. A cloud-based sales and use tax calculation, exemption certifi cate management, fi ling and remittance solution for Microsoft Dynamics.
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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.
Sierra Workforce Solutions
http://www.sierraws.com • 800-822-0973 Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data in-tegration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service.
Trade Promotion Management
Flintfox International Limited
http://www.fl intfox.com • 404-245-5116 TPM for Dynamics Suite Integrating Trade Promotion Management processes into Dynamics. Sell-side and Buy-side, advanced pricing, planning and execution of deals, promotions, rebates and fees, plus settlement (deductions, claims, payments).
Total Dynamics Solutions, LLC
http://www.totaldynamicssolutions.com 612-276-5075 Enterprise Business Management Web based, integrated trade manage-ment for Microsoft Dynamics.
Warranty and Claims Management
Red Maple http://www.redmaple.com • 972-980-6963
NEW: Red Maple's Warranty Management Red Maple Warranty Management allows companies to automatically track the purchase and sales of items from vendor to distributor to end user. Generated claims can be tracked and managed.
Vertical Solutions, Inc. http://www.vertsol.com • 513-891-7997
NEW: 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.
Workflow / Notifications
Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workfl ow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.
CSSI http://www.coreintegrator.com • 570-524-4424 CoreIntegrator® Workfl ow A web-based workfl ow solution that automates invoice approval, purchase order matching, requisitions, human resources, document authoring and much more. Integrated with SharePoint and requiring only a browser to use.
Datahaven for Dynamics http://www.datahaven4dynamics.com 757-222-2000 Datahaven for Dynamics Datahaven is the only scanning, OCR, and workfl ow solution natively embed-ded—not simply integrated—throughout the Microsoft Dynamics user experience and available to non-Dynamics users from Microsoft Outlook.
docSTAR http://www.docstar.com • 888-docSTAR
NEW: eclipse Smart AP Automation Solution Auto route & approve invoices with Intelligent Data Capture recognition.
Esker Inc http://www.esker.com • 800-368-5283 Document Process Automation Addressing processes like accounts payable, accounts receivable, and sales order processing, Esker solutions enable companies to automate the reception, processing and sending of documents with one platform.
Integrity Data
http://www.u-linc.com 217-732-3737 ext. 0203 U-LINC®, Powered By Integrity Data Workfl ow and notifi cations anytime, anywhere in Microsoft Dynamics. Works seamlessly within and across your existing system, is fl exible and easy to use, improving organizational performance.
MaxxVault LLC http://www.maxxvault.com/MaxxDynamics.html • 516-880-6800 MaxxVault MaxxDynamics, from MaxxVault LLC, provides a direct link between Microsoft Dynamics GP, AX, SL and NAV ERP systems and the MaxxVault document management repository. Integrated document management and workfl ow.
Metafi le Information Systems, Inc.
http://www.metaviewer.com • 507-286-9232 MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solu-tions by adding integrated scanning, OCR, eInvoicing, workfl ow, and AP/AR Automation.
MHC Software, Inc.
http://www.mhcsoftwareinc.com 952-882-3341 MHC Workfl ow Easily route documents needing ap-proval- invoices, HR docs, etc. electroni-cally. Ensures they are not lost, stalled or misplaced.
PaperSave http://www.PaperSave.com • 877-727-3799 PaperSave PaperSave is a Certifi ed for Microsoft Dynamics Document Management, Electronic Workfl ow & Invoice Automation solution that eliminates inherent risks and ineffi ciencies associated with paper.
Red Maple http://www.redmaple.com • 972-980-6963
NEW: 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.
Red Maple http://www.redmaple.com • 972-980-6963
NEW: 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.
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Application Service Provider/Hosting
Accellos, Inc. http://www.accellos.com • 719-433-7000 Accellos One Warehouse Fully-integrated warehouse manage-ment & data-collection for MS Dynamics.
Myappsanywhere
http://www.myappsanywhere.com 888-636-HOST Premier Cloud Computing Provider Myappsanywhere provides a complete go-to-market integrated cloud solution delivering 99.999% uptime, customiza-tions, no minimums and secure storage in its privately-owned SSAE 16 Type 2 data center facilities.
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 applications since 2000. We host AX, SL, NAV, GP and CRM along with a host of ISV solutions. Great com-missions for the life of the contract. We guarantee 99.5% uptime.
WatServ http://www.watserv.com 866-531-2598 ext. 2311 Hosting and Cloud Computing for Microsoft Dynamics ERP and CRM WatServ is one of North America's largest, most experienced providers of Cloud Computing services for Dynamics AX, Nav, GP, SL & CRM.
Cloud Computing
Accellos, Inc. http://www.accellos.com • 719-433-7000 Accellos One Warehouse Fully-integrated warehouse manage-ment & data-collection for MS Dynamics.
Data Resolution, LLC
http://www.dataresolution.net • 877-878-9108 ERP Clouds Data Resolution is dedicated to delivering private ERP cloud services branded as the partners brand. We keep all of our cloud customers optimized & working 24 hours a day, worldwide for the last 11 years.
GoIWx, Inc. http://www.goiwx.com • 952-258-6329 Cloud Hosting Services for Dynamics ERP and CRM Simplify your business in the Cloud. 30 day free trials available.
MaxxVault LLC http://www.maxxvault.com/MaxxDynamics.html • 516-880-6800 MaxxVault MaxxDynamics, from MaxxVault LLC, provides a direct link between Microsoft Dynamics GP, AX, SL and NAV ERP systems and the MaxxVault document management repository. Integrated document management and workfl ow.
OneNeck® IT Solutions LLC http://www.oneneck.com • 480-315-3000 Dynamics Hosting and Managed Services Provider OneNeck® provides a comprehensive, fl exible suite of Microsoft Dynamics hosting and managed services designed to help companies improve system per-formance and leverage their Dynamics AX enterprise application.
Reviora http://www.reviora.com • 813-344-1600 Cloud ERP hosting Cloud hosting for Dynamics ERP/CRM. Enterprise-class delivery.
Tribridge http://www.concertocloud.com • 877-977-8458 Tribridge Concerto Cloud Services Concerto Cloud off ers Dynamics Solutions as a Service in a private cloud environ-ment. Subscription pricing, dedicated resources, no shared components, and a complete solution customized to fi t unique needs.
WatServ http://www.watserv.com 866-531-2598 ext. 2311 Hosting and Cloud Computing for Microsoft Dynamics ERP and CRM WatServ is one of North America's largest, most experienced providers of Cloud Computing services for Dynamics AX, Nav, GP, SL & CRM.
Custom Development
Sierra Workforce Solutions
http://www.sierraws.com • 800-822-0973 Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data in-tegration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service.
HR & Payroll Implementation & Consulting
Sierra Workforce Solutions
http://www.sierraws.com • 800-822-0973 Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data in-tegration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service.
Implementation Services
Client Strategy Group http://www.csgax.com • 216-524-2574 Dynamics AX Done Right! CSG has proven expertise in: AX Performance Tuning, Business Intelligence, and AX 2012 Upgrades.
Sierra Workforce Solutions
http://www.sierraws.com • 800-822-0973 Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data in-tegration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service.
Managed Services
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.
Marketing Planning & Services
Looking Glass Marketing
http://www.lookingglassmarketing.com 614-453-5927 Cost-eff ective Marketing Solutions for Microsoft Dynamics Partners Award-winning outsourced marketing services including lead generation, nurture marketing, email marketing, web design/SEO, content development.
The Partner Marketing Group
http://www.thepartnermarketinggroup.com 605-574-9432 Microsoft Approved Vendor for Dynamics Marketing Consulting From strategic marketing plan develop-ment to the critical daily execution, this Microsoft experienced team can help fi ll your sales pipeline.
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.
SER
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ESServices
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Member Organizations
Dynamic Communities
http://www.dynamiccommunities.com 877-324-8880 Microsoft Dynamics User Groups - AXUG, CRMUG, GPUG, NAVUG The User Groups are independent communities that empower Microsoft Dynamics users to connect, learn and share experiences to improve their use of and ROI on their solution. User & Partner memberships are available.
OnDemand Trials
RoseASP http://www.goERPcloud.com • 855-ERP-CLOUD ERP Cloud Trials Test drive preconfi gured Microsoft Dynamics AX, GP, NAV, and CRM demo environments with integrated ISV so-lutions built for the web. goERPcloud trials help users understand the power of Dynamics and the cloud.
Partner Support Service
Plumbline Consulting, LLC.
http://www.PlumblineConsulting.com 419-581-2300 Partner Support Services Leverage our Partner Support Services, including Support, Custom Development & Implementation Assistance to expand your off erings. 25+ yrs.
Sales Tax Management Service
Avalara, Inc.
http://www.info.avalara.com/TheList877-780-4848 Avalara for Sales Tax Automation Automate and eliminate the complex-ity of sales tax management with Avalara. A cloud-based sales and use tax calculation, exemption certifi cate management, fi ling and remittance solution for Microsoft Dynamics.
Social Media
The Partner Marketing Group
http://www.thepartnermarketinggroup.com 732-237-8795 Butterfl y Publisher Join Dynamics partners on Butterfl y, a publishing & lead capture platform that makes your social, blog & newsletter marketing more eff ective!
Training
Accolade Publications, Inc.
http://www.accoladepublications.com 321-206-4690 Training Manuals User and Training Manuals for MS Dynamics GP, AX, SL, NAV, and CRM. Professionally Written--User Readable from Your Dynamics Education Experts.
Upgrades
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.
Writing/Documentation Services
The Partner Marketing Group
http://www.thepartnermarketinggroup.com 605-574-9432 Blogs, Case Studies, Infographics, Websites Use 'content marketing' to build your brand and drive prospects into your sales pipeline.
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