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Tools AND THE VALUE FOR YOU WWW.NAVUG.COM Gearing Up FOR MICROSOFT DYNAMICS NAV 2016 Q22016 Is Your Inbox Overflowing? TAKE BACK CONTROL
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Tools AND THE VALUE FOR YOU
WWW.NAVUG.COM
Gearing Up FOR MICROSOFT
DYNAMICS NAV 2016
Q2 2016
Is Your Inbox Overflowing?
TAKE BACK CONTROL
Self-Service Business Intelligence
Out-of-the-box integration to Microsoft Dynamics™ NAV Both Excel and Web-based Reporting, Budgeting and Dashboards Mobile application for anywhere access to your BI360 reports Integrated Budgeting, Forecasting and What-if analysis Financial Consolidations and Operational Reporting (for GL and Sub-ledgers) Configurable Data Warehouse (Combine data across multiple sources or companies) New Web Portal for sharing reports, discussions and decision-support
www.solverglobal.com | [email protected] | 800.281.6351
Suite
REPORTING PLANNING DASHBOARDS
DATAWAREHOUSE
CRM Dynamics OTHER DATASOURCES
In Every Issue
5 From the NAVUG Chairman
7 Events
8 Meet Your Peers
9 Welcome to Our New Members
10 Chapter News
22 Academy Corner
23 NAVUG Bingo
32 Spotlight on…Victor Diercksen
34 What’s New on the NAVUG Website
35 Name That Photo Contest
42 On Topic
44 Word Find
48 Trending Topics
49 The NAV List, from The Partner Channel
Features
12 Humans of NAVUG Robb Delprado 14 How to Re-energize Your Microsoft Dynamics NAV Implementation
18 Expanded Volunteer Program
20 Tips & Tricks Keyboard Shortcuts + Wildcards
24 Academy Instructor Spotlight Kerry Rosvold
26 Microsoft Member Showcase Chad Sogge
28 In NAVUG, You’re Not a Newbie for Too Long!
33 Tips & Tricks Clean Up Your Inbox Act
36 VAR Partner Solution Showcase Silverware
38 It’s the Little Things Training, Tips, and Tricks
40 Industry Showcase Agriculture, Forestry, and Fishing
45 Power Pivots, Power Views, and Power Query Make for Powerful Excel!
46 ISV Partner Solution Showcase Digital Vantage Point
Tools AND THE VALUE FOR YOU
WWW.NAVUG.COM
Gearing Up FOR MICROSOFT
DYNAMICS NAV 2016
Q2 2016
Is Your Inbox Overfl owing?
TAKE BACK CONTROL
Advertiser Index
Beck Consulting . . . . . . . . . . . . . . . . . . 6
ChargeLogic . . . . . . . . . . . . . . . . . . 37,39
Datahaven. . . . . . . . . . . . . . . . . . . . . . . 4
Fastpath Solutions, Inc. . . . . . . . . . . . 43
Innovia Consulting
(formerly ABC Computers) . . . . . . . 33
k-eCommerce . . . . . . . . . . . . . . . . . . . 13
Lanham Associates . . . . . . . . . . . . . . 60
Mergetool.com . . . . . . . . . . . . . . . . . . 25
NAVUG Chapter Sponsors. . . . . . . . . 16
NAVUG European Congress . . . . . . . 30
NAVUG Focus . . . . . . . . . . . . . . . . . . . 31
NAVUG Summit . . . . . . . . . . . . . . . 17,27
Next Generation . . . . . . . . . . . . . . . . . 45
Solver . . . . . . . . . . . . . . . . . . . . . . . . . . 2
contents
Tweet It!
What Microsoft
tool is your all-
time favorite?
Share your
thoughts
on Twitter
#NAVUG.
Q2 2016 www.navug.com
Q2 2016 | 3
Paperless. Redefined.™
Datahaven4.com +1.757.222.2000
Datahaven enabled our A/P group to avoid increasing headcount despite a 3-fold increase in transaction volume.
™
Victor Dierckson, IT Manager Talking Rain Beverage Co.
™
“
Going to the Next Level...
Sherry Linares
letterfrom the navug chairman
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David Hatker
Welcome to the Q2 issue of NAVUG™ Magazine!
I’d like you to consider how far technology has come since The Stone Age.
The cavemen had a limited set of tools at their disposal (spears, sharpened
stones, and carved bones). Imagine a caveman’s regret when realizing he
didn’t bring his trusty spear to the mammoth hunt! The same holds true in the modern world:
You won’t get very far without the right tool for a job, and there are many to choose from.
The theme for this issue is Tools, specifically Microsoft Tools. We all know that tools are
great. They can help us efficiently complete tasks both at home and at work. In fact, I have a
lot of tools at home (my wife would probably say more than I need!), and there are ones I use
often and others infrequently. There are also some tools that I don’t even remember that I
own! The key to using these tools is to know which tool to use and when, and what are all the
features the tool offers. In other words, am I really getting the maximum value from the tool?
Tools in our professional life are like this, too. We have so many tools at our fingertips:
Apps, add-ons, plug-ins, software packages, and customized programs, and that’s just naming
a few. There are some that I use every day and others that I might just use once a week or
only as-needed. In this issue, we’ll focus on Microsoft Tools and how they help us work
smarter and more efficiently, leverage business intelligence, integrate with our Customer and
company data, and help us share information. You’ll find articles on Microsoft Excel® and
Outlook®, as well as tips and tricks to help you be more efficient with these tools and increase
your awareness of they offer.
But wait; there’s more!
Make sure you also take a look at the Microsoft Dynamics NAV 2016 overview article. It’s
a great summary of the enriched Microsoft Dynamics NAV 2016 landscape. Delving even
deeper, you’ll gain insight into the Humans of NAVUG, chapter leaders, new Members and
Solution Showcases – all articles that focus on Members like you. Grab your spears; er, your
Power BI Dashboards!
Best regards,
David Hatker
NAVUG Board Chairman
Right Tools,
Right Time
Q2 2016 | 5
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BeckConsulting 800-456-8474 x110 [email protected]
bcedi.com bcpns.com
Connect to the largest full-service EDI cloud platform and get back to growing your business.
eventssessions meetings courses
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The Learn & Engage section on www.navug.com and the weekly NAVUG™ Event Guide
are your best sources for the latest NAVUG event information as this list is subject
to change. Events are added weekly, so check back often and get registered
for the next exciting NAVUG event.
NAVUG European Congress 2016
9-10 May | Stuttgart, Germanywww.navugcongress.com
NAVUG Focus 2016
June 7-8 | Chicago Metro Areawww.navugfocus.com
NAVUG Academy
Pre-Conference Training
October 10-11 | Tampa, Floridawww.navugsummit.com/event/academy-training
NAVUG Summit 2016
October 11-14 | Tampa, Floridawww.navugsummit.com
Academy Courses
June 15 Posting Groups and Dimensions in
Microsoft Dynamics NAV
Chapter Meetings
April 12 Massachusetts | Boston
April 19 Illinois | Chicago
April 21 United Kingdom User Group Meeting
May 18 Wisconsin | Milwaukee
May 20 Northern California
June 9 Northeast | New York, NY
June 15 Great Lakes | Cleveland, OH
June 15 Minnesota |Minneapolis/St. Paul Webinars
Webinars
April 20 NAVUG Membership Benefits Overview &
Orientation
April 30 NAVUG Cross-User Group Meeting
Template
May 18 NAVUG Partner Membership Benefits
June 15 NAVUG Membership Benefits Overview &
Orientation
Check out the event calendar on
www.navug.com and click on
“Learn & Engage.”
Q2 2016 | 7
peersmeet your navug peers
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All in all, I’m looking forward to meeting great people and
getting valuable insights in new solutions and best practices
throughout the whole Microsoft Dynamics NAV ecosystem.
COMPANY
Brands4Friends (an
eBay company)
TITLE
Team Lead ERP &
CRM Development
Alexander Lutz
NAVUG™ is glad to have a great team of Members planning the NAVUG European Congress.
We reached out to three of them to find out what they’re most excited about regarding the event.
Take a read and make plans to join us!
I’m super excited that we are doing this event, and I look forward
to this Congress growing every year, with Users learning how
much they can learn not only from the sessions, but also from
other attendees. A lot of Microsoft Dynamics NAV knowledge
will gather in one place; come join us and get inspired.
COMPANY
Continia Software
TITLE
Senior Product
Manager & MVP
Claus Lundstrøm
Meeting other people with the same interests. Sharing the
knowledge. Seeing the latest information about Microsoft
Dynamics NAV.
COMPANY
Bejo Zaden
TITLE
Manager Application
Development &
Support
J.beemster@bejo.
com
Jeroen Beemster
8 | NAVUG Magazine
Allied Toyotalift
AMBRI
Andy Gump, Inc.
Arsenal Football
Club
BHJ USA, INC
Black Diamond
Equipment, Ltd.
BLC Textiles
Chicago Powdered
Metal Products
Cleveland Tank &
Supply, Inc
Crown Crafts, Inc.
Division 9 Inc.
eBay
brands4friends
Endicia
Fisher Bioservices
Forum Energy
Technologies
Jack Black, LLC
Jedwards
International, Inc.
Klondike Cheese
Co.
Layher AB
Marine Ingredients
McClancy
On-Track Railway
Operations Ltd
Orvec International
Ltd
Ozone
International,
LLC
PC Industries
PCA SKIN
Pearson Candy
Company
Poppelmann
Plastics USA
Restaurant Supply
Chain Solutions,
LLC
Smarte Carte
St. Paul Port
Authority
Storm Industries,
Inc.
Tele2 Sverige AB
Terrybear Urns &
Memorials
Thermo King West
Pty Ltd
TransPower
Troy Group, Inc
University of
Winnipeg
Veloci Performance
Products, Inc.
Vintage Stock, Inc
Winco Mfg., LLC
New NAVUG User Members
Altus Dynamics
Armour Technology
Solutions
Avalara
Eversion ERP
Consulting
Joshua Sung
MultiSoft Kft.
Perfion
SQL Perform North
America
Team Technology
Technology
Management Ltd
The NAV People
New NAVUG Partner Members
membersw e l c o m e t o o u r n e w m e m b e r s
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Welcome to the new Members who have invested in NAVUG™ User and Partner membership this year! Each
new Member adds value not only to their own organization, but also to the entire NAVUG community as they
share their knowledge and experiences.
Visit www.navug.com/membership/mgam to participate in the NAVUG Member Get A Member Program.
Meet one of our
newest Members...
Smarte Carte, Inc. is the leading
concessionaire of self-serve vended
luggage carts, electronic lockers,
commercial strollers, and massage chairs,
as well as other passenger and guest
services. Smarte Carte provides luggage
cart concessions at airports and major bus/
rail stations, electronic locker concessions
at amusement/theme parks, indoor
and outdoor waterparks, ski resorts,
entertainment centers, and transportation
centers, stroller concessions at shopping
centers, amusement/theme parks and
zoos, massage chairs at transportation,
shopping, and entertainment centers,
long-term baggage storage, baggage
wrapping, and excess baggage storage
services at airports, malls, and major bus/
train stations.
“We really enjoy being a part of NAVUG
as it provides us with a metro area resource
in the Microsoft Dynamics NAV community
where we can gain insights and observations
on common workplace challenges,” says
Chris Farrier, director of financial reporting
and analysis for Smarte Carte. “We gain
additional benefit from the information and
visualization gained through presentations
on the new features that Microsoft
Dynamics NAV has to offer with the new
product releases. The open attendance
group meetings also give us an opportunity
to engage other departments within the
organization and can foster mutual growth
and development.” NAVUG
Q2 2016 | 9
NAVUG™ takes on Manhattan when the New York chapter
converges on Microsoft’s New York City office.
“Collectively, our meeting this past December was our best, and
the group, aided by increasing attendance, really had a spirited and
wide-ranging discussion in a face-to-face session that allowed for
multiple ‘off the cuff ’ conversations,” says chapter leader Steven
Chinsky of Columbus. “I love that our group fosters a give-and-take
of opinions and sharing of information. It is our quarterly meetings
and facetime that yield mini-discussion groups that a webinar
cannot replicate.”
The group hosts quarterly meetings and has great success in
helping each other solve issues during their time together.
“I most enjoy the fun in coming together, discussing how we
deploy Microsoft Dynamics NAV, and discussing what needs to be
improved with the product,” says Steven. “The camaraderie with
local Microsoft Dynamics NAV Users and companies is great.
In addition, meeting Users and seeing what commonality exists
between companies and talking about alternative points of view is
so rewarding because it helps everyone understand different ways
of approaching an issue.”
Up-and-Coming Chapter
NEW YORK Chapter Leaders Elizabeth McQuiston
Corporate Controller, Superior Walls of America Michael Carr
VP, Finance, Philadelphia Scientific LLCSteven Chinsky Chapter Leader and Senior Industry Solution
Architect, Columbus
newsc h a p t e r n e w s
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Chapter » 15 active Members, focused on Member needs + concerns + common
interests.
» ISV and Member overview sessions have been a big hit! A big thank you to
the ISVs who have helped to solve User problems and presented features and
functionality for both Microsoft Dynamics NAV and add-on products.HIGHLIGHTS
“...our meeting this past
December was our best,
and the group, aided by
increasing attendance,
really had a spirited and
wide-ranging discussion...”
10 | NAVUG Magazine
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Up-and-Coming Leaders
HOUSTON CHAPTER LEADERSHIP TEAM
AJ Ansari
Microsoft Dynamics
NAV Product Manager
InterDyn BMI
Programming and
Content Chair
ChapterHIGHLIGHTS
Robb Delprado
President
Western Data Systems,
Inc.
Chairperson
Teresa Burger
Microsoft Dynamics
NAV Manager
Charles & Colvard
Communications Chair
Wally Whitley
Director of IT
Bishop Lifting Products
Membership Chair
AJ Ansari, Robb Delprado, Teresa Burger, and Wally Whitley tag
team to lead the Houston chapter of NAVUG. The group, which has
been meeting quarterly, is sure to have a good turnout at their next
meeting in May as they’ll take the Karbach Brewing Company tour
(which includes a tasting after the next chapter meeting).
“As a team, we really enjoy bringing together the Microsoft
Dynamics NAV User community in Houston,” says AJ. “We’ve been
able to foster a sense of community, delivering User-requested
content at local, face-to-face events.”
The group also recently took their show on the road, traveling to
the Dallas/Fort Worth area to reach even more NAVUG Members.
“As an individual, I really like that I’m able to share my knowledge
when called up to help benefit this Microsoft Dynamics NAV
community,” concludes AJ.
» 14+ active Members
» Most popular meeting: A discussion on audit trail management
and the first User-led presentation
Q2 2016 | 11
™
What is the number one reason other Microsoft Dynamics NAV Users should join NAVUG?NAVUG Members are like-minded in trying to help each other. It’s a group of
collaborators. Joining NAVUG gives you the opportunity to reach out to other Users
for help and advice.
Describe a tip you received from another NAVUG Member that has made your life easier:I have been using Microsoft Dynamics NAV since 1999, and I have worked with
versions 1.2 through 2015. However, I had never used consolidations until we created a
new company in 2010, and we needed to use the consolidation functionality. Since the
only entries in the consolidated company are G/L entries, whenever we restated a prior
period, I used my developer’s license to delete all the G/L entries in the consolidation
company before reconsolidating the restated period. Kerry Rosvold showed me that
the consolidation process will automatically delete the entries when you re-consolidate
a prior period.
Describe why you volunteer with NAVUG:I have worked with several other ERP/accounting systems and as a CPA, I appreciate
the ease of use, the flexibility of the functionality, and the reporting capabilities within
Microsoft Dynamics NAV. I like to solve problems so when Users share their issues, I
try to provide solutions.
MEMBER
Robb Delprado
COMPANY
Western Data
Systems, Inc.
JOB ROLE
President
MEMBER SINCE
2011
VOLUNTEER PROFILE
Chapter Leader
NAVUG Summit
Speaker
Educational Speaker
(Webinars)
For more information regarding membership, please visit NAVUG.com/join.
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Humans of
12 | NAVUG Magazine
MAKE DYNAMICS SELL FOR YOU
[email protected] | 1-855-k-eCommerce (532-6663) www.k-eCommerce.com/dynamics-eCommerce
for Microsoft Dynamics™
B2C & B2B eCommerceCustomer Service and Sales Rep PortalMobile Commerce OptimizedExtend Your Reach with Facebook Store, eBay and AmazonBuilt-in CMS and Rich Product Catalog
Powered by Microsoft .NET Technology
feature
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HOW TO
RE-ENERGIZEYOUR MICROSOFT DYNAMICS NAV IMPLEMENTATION
14 | NAVUG Magazine
Our NAVUG community has a significant investment in Microsoft Dynamics NAV and
collectively, our companies have been using the solution for a number of years. You may
be at a point of wondering what you can do to breathe some new life into your system.
This article aims to help.
Qualifying Statements
First, let’s define driving value. I mean saving time or effort in a business process. Your company will
address new technology and platform strategies such as Windows Azure and Office 365. New business
requirements and other events will drive change, but I would classify these types of changes as projects.
The approach I will detail is based on Microsoft Dynamics NAV being the catalyst for day-to-day process
improvements.
Second, the ERP system can’t reach its full potential without input from Users. There will always be
something that can be done to improve performance and create efficiencies, and the resources who are
closely associated with the system are the best ones to recommend improvements. As you gain more
experience with Microsoft Dynamics NAV, you will find more opportunities for improvement and reap
more of the benefits the solution has to offer.
Software decisions are decisions about business processes – it is the change in business process that
is the most valuable part of the implementation. Investing in software and technology was not done to
duplicate what is currently being done, but rather to improve what is done. Lean proponents would tell you
that this effort is ongoing and never-ending.
Those things considered, here is a very simple and cost-effective approach that has been proven to
successfully re-energize Microsoft Dynamics NAV Users with the focus on both saving time or effort in
day-to-day business processes and leveraging your Microsoft Dynamics NAV investment.
Re-energizing your Microsoft Dynamics NAV
implementation
» Form a Microsoft Dynamics NAV User team.
» This group is made up of Users from various departments.
» The members are rotated periodically; the goal is to include all Microsoft Dynamics NAV Users over
time. (By rotating members, you will keep the group energized with new ideas.)
» Microsoft Dynamics NAV super Users and key Users are required and probably will not rotate out.
» Group meets once a month for an hour. (Initial meetings may be longer.)
» Include your Microsoft Dynamics NAV consultant as needed. Their role is to be a member of the
team, not to lead the team. (Note: When I was a Microsoft Dynamics NAV User, I valued an outside
view of how other companies were addressing the same issue from someone who also understood my
industry, common business processes, and Microsoft Dynamics NAV processes.)
Goals and Topics for the User Team
» Meeting topics – Microsoft Dynamics NAV/information issues and day-to-day process improvement
opportunities.
» Start with identifying any critical issues that the team needs to know.
» Users identify new day-to-day Microsoft Dynamics NAV/information issues since last meeting.
» Users identify and quantify opportunities to improve a process for the group.
» One of the best ways to get more out of your Microsoft Dynamics NAV system is to invest in more
training, including additional training at regular intervals. That leaves the question of what to train on.
misuse – non-use – of features.
product release reports, newsletters, and in-office training sessions will lead to increased
employee buy-in and User experience.
team discusses ongoing training topics, bottleneck processes, and system issues.
story by John Grant, Innovia Consulting, NAVUG™ Partner Member
Q2 2016 | 15
NAV. Don’t underestimate the value of training.
» Meeting discussions are about root causes and solutions for problems with the current system.
Resolutions deliver time savings and reduction in the amount of effort it takes to do the work.
Action Items
» After the first meeting, any group-approved issue or improvement opportunity will be converted to
an “action item” with an assigned number for future reference. A list will be maintained. This will be
the starting point for each successive meeting.
» Action items are assigned additional values to help organize:
◊ Microsoft Dynamics NAV consulting
◊ Microsoft Dynamics NAV development work
◊ Microsoft Dynamics NAV training
» Select action items to be worked on, looking out 30 to 90 days to implement improvements even if it
is only one or two items. Once action items have been identified, the solutions should have clear tasks
and ownership.
» Ongoing action item improvements will “re-energize your Microsoft Dynamics NAV implementation”
by saving time and reducing the amount of effort to complete tasks. Users will see results, which in
turn will drive additional improvements. NAVUG
John Grant is a senior consultant for Innovia Consulting. You can reach him at [email protected] if you’d
like to share the successes or lessons learned from your re-energization efforts.
For information regarding sponsorship opportunities, please email [email protected]
Thank You to Our Chapter Sponsors
Annual Sponsors Promotional Sponsor
16 | NAVUG Magazine
count me in.
This October, thousands will travel from around the world to Tampa, Florida to attend NAVUG Summit 2016 – the leading live event featuring user-produced education on how to maximize the performance of Microsoft Dynamics® NAV. Over the course of three days, Dynamics NAV Users will immerse themselves in an authentic community-driven environment that offers credible knowledge exchange, focused learning and curated networking. With high-energy programming around every corner at NAVUG Summit, users gain instrumental solutions for their everyday product challenges and larger organizational goals.
Pam Bird is a Dynamics NAV User and System Administrator for Clean Control, a manufacturer of multiple high quality cleaning, deodorizing and specialty products for families and industry professionals worldwide. Bird first attended NAVUG Summit in 2012 and discovered that the that the ability to hone in on one’s product version, industry and role provides a customized conference experience and return on investment year-round.
NAVUG Summit has helped Clean Control and Bird review and compare software offered by different ISVs that would benefit their organization, and make an educated decision based on what was learned by having face-to-face conversations during the conference. “I have been able to solve many problems by attending NAVUG Summit. The wealth of knowledge that is available is invaluable. Everyone is there to learn but they are also willing to share their own experiences in problem solving which is beneficial,” said Bird.
The annual conference offers Dynamics NAV users a dedicated and organic space to develop professionally within their roles. Through participation at NAVUG Summit, Bird has found value in the networking opportunities available during the three-day conference and discovered a way to contribute her knowledge to the NAV community. “I made the mistake of asking Onika Allen why there wasn’t a NAVUG Chapter in the Georgia area at a previous NAVUG Summit and I am now the Chapter Leader of NAVUG Georgia Chapter. It is very rewarding to have people thank you for getting a chapter started in our local area. We currently have 37 members and are looking for more to join.”
You can count on Bird to attend this year’s conference. “I’m looking forward to the opportunity to attend the classes offered and gain knowledge not only from the class leaders but from the attendees within the class. It is the one time a year that you get to see friends that you have made at previous NAVUG Summits and have the chance to make new ones.”
What advice would you give to someone who has yet to attend NAVUG Summit?
“Summit is a great opportunity to meet users just like yourself to develop a network of knowledge with people in your own area of expertise who have faced the same challenges that you have and overcame them.”
Counting On NAVUG Summit16
Pam BirdSystem Administrator, Clean Control
Count in. Count On. 10.11-14.16 | www.navugsummit.com
As a community built by Users for Users, NAVUG™ relies strictly on Members’ volunteer
efforts to help us grow and flourish. Everyone has different reasons for volunteering, usually
some combination of intrinsic and extrinsic benefits including personal and professional
development, service to others, developing a deeper network within the community, and
more. We are pleased to launch an expanded program to provide our growing, diverse
community of volunteers with more support to get engaged by sharing their time and talents while
developing personally and professionally, making a meaningful impact in the User Group community,
and being recognized for their valuable efforts in helping grow quality programming and experiences
across NAVUG.
What’s In It for You? Givers Gain!
As a NAVUG volunteer, you join an incredible network of peers and subject matter experts dedicated
to helping the User Group community. Our volunteers share that through their experiences, they receive
much more than they give: They are challenged, encouraged, and supported as they develop deeper
You’ll be glad you did!
As a member of the NAVUG volunteer community, you’ll receive resources to connect you with
opportunities of interest and develop you in your role. This will include access to the virtual volunteer
community, library of training resources and events, dedicated communication and interaction with User
Group team members regarding your volunteer experiences and opportunities, and more.
Your Community Needs
You. It’s Easy to Get
Started!
It’s simple to get involved as a volunteer
with the User Group. Log into www.navug.
com/volunteer for details today! You’ll take
a few minutes to review the four ways to
volunteer and submit your volunteer profile,
sharing how you’d like to volunteer your
time, any specialty focus areas, and some
general information about your expertise
follow up with you to discuss opportunities
matching your areas of interest. You’ll also be
invited to join the virtual NAVUG volunteer
community, where you’ll learn about new
opportunities, network, and access training
and development resources.
4 WAYS TO VOLUNTEER:» PRESENT virtually in
webinars or in person at
conferences or local chapter
meetings
» INSTRUCT an Academy
course online or at
conferences
» SERVE on a User Group
board or committee, lead a
Special Interest Group (SIG), or
join a chapter leadership team
» WRITE a blog, magazine
article or tech tip
Expanded Volunteer Program
Get Engaged in NAVUGBrings You More Ways to
18 | NAVUG Magazine
Stay Tuned for Updates!
We will continue to build the NAVUG volunteer program to enable Members to share their knowledge
and experiences as passionate volunteer leaders who are actively supported in helping the User Group
grow and flourish. This is your User Group – get involved today: visit www.navug.com/volunteer to fill out
your volunteer profile and get connected. We’ll invite you to share your experiences, and you’ll keep up to
date on what’s new with the NAVUG volunteer program. We look forward to involving you as a NAVUG
volunteer, honoring our tradition of “for Users, by Users” and helping grow quality programming and
experiences across your User Group! NAVUG
Volunteer Recognition
and Rewards
In September 2015, we launched the recognition
and rewards facet of the volunteer program.
Working with a group of User Group volunteers, we
created a plan to recognize the vital role volunteers
have in building a strong and valuable User Group
community. Volunteers will receive recognition of
contributions and earn points for each volunteer
activity contributed to the User Group. Points
accrued during each program year (Sep. 1
through Aug. 31) will go toward annual volunteer
appreciation rewards, the first of which will be
Florida. We are excited for this enhancement to
the volunteer program, which strives to show
appreciation for volunteers’ contributions and
provide meaningful rewards of value. Log into
www.navug.com/volunteer for details!
VOLUNTEER APPRECIATION:» First annual Volunteer Rewards
to be announced at Summit
2016
» Recognition in the User Group
Magazine, website, and social
media
» User Group apparel
» Volunteer certificate/plaque
» VIP experience at Summit
» Discounts to User Group
Academy training
» And more!
Q2 2016 | 19
by Holly Kutil, American Ring, NAVUG™ User Member
t t&TIPS & TRICKS
Right Arrow Move to the next field or character
Left Arrow Move to the previous field or character
Up Arrow Move to the field above in the same column
Down Arrow Move to the field below in the same column
Delete
Esc
End Move to the last field on a line
Home Move to the first field on a line
Tab
Enter Move to the next editable field
F1 Open Help
F2 Edit
F3
F4 Drop-down or look up to select
F5 Refresh the active window
F6 Go to the next frame
F7 Display statistics
F8
F9 Post
F10, Alt Select the menu bar and display access keys
F12 Select the navigation pane
Shift+F1 View error message
Shift+F3 Select Show Results (FlowFilter)
Shift+F4 Open a lookup window
(from an ellipsis button)
Shift+F6 Go to the previous frame
Shift+F7 Open the related card
Shift+F8 Drop-down or look up to view
Shift+F9 Post and print
Shift+F10 Display a shortcut menu
Shift+F11 Apply entries, get source documents, or get
warehouse documents
Shift+F12
Keyboard Shortcuts
Shift+Tab Move to the previous field
Shift+left-click On multiple column headers, the columns
will all be sorted in the same ascending or
descending direction.
Shift+double-click If sorting on multiple column headers using
Shift+left-click, use Shift+double-click on
the first column that was clicked on and this
will toggle ascending/descending direction
of all the columns included in the sorting.
Left-click Left-click on a column header to sort a
column ascending, then left-click again to
toggle between ascending and descending.
Ctrl+F1
Ctrl+F2
Ctrl+F3 Select Search pages
Ctrl+F4 Look up to the related list
Ctrl+F7 View entries
Ctrl+F9 Release document
Ctrl+F10 Select the ribbon and display key tips
Ctrl+F11 Reconcile or split lines
Ctrl+F12 Select the address bar
Ctrl+C
Ctrl+G Go to
Ctrl+E Export to Microsoft Office Excel
Ctrl+L Show links
Ctrl+N
Ctrl+O Open the company
Ctrl+P Print
Ctrl+T Select sorting
Ctrl+V Paste
Ctrl+W Export to Microsoft Office Word
Ctrl+X
Ctrl+Z Undo
Ctrl+Page Down Display next document or card in a list
20 | NAVUG Magazine
Ctrl+Page Up Display previous document or card in a list
Ctrl+Up Arrow Move up while the selected line stays selected
Ctrl+Down Arrow Move down while the selected line stays
selected
Ctrl+Left Arrow Move to the first field on a line
Ctrl+Right Arrow Move to the last field on a line
Ctrl+Alt+F1 Open the About this Page/Report window
(Zoom)
Ctrl+Delete Delete the selected line
Ctrl+Home Move to the first line in a list
Ctrl+End Move to the last line in a list
Ctrl+Enter Save and close window (equivalent to
choosing the OK button)
Ctrl+Insert Insert new line
Ctrl+Shift+F3 Select Limit totals to (table filter)
Ctrl+Shift+A
Ctrl+Shift+C
Ctrl+Shift+D Show dimensions
Ctrl+Shift+E Edit list
Ctrl+Shift+R View list
Ctrl+Shift+Q
Ctrl+Shift+V Paste rows
Ctrl+Shift+W Open a list place in a separate window
Ctrl+Shift+Enter Save and close the window and open a
new window
Alt Display access keys in the ribbon
Alt+F2
Alt+F3 Filter to the value in the field
Alt+F4
Alt+F6
Alt+F12 Optimize space for the current page
Alt+Left Arrow Go to the previous window in the
navigation history
Alt+Right Arrow Go to the next window in the
navigation history
Alt+Enter Move to the field below without opening
the drop-down menu
Alt+Tab
» (*) to search for something you know the end of, use an asterisk
» (*) to search for something you are uncertain of a piece of the
» (..) you can use the two dots to define a date range
» ..02/29/16 would denote any date before 2/29/16
» 01/01/16.. would denote any date after 01/01/16
» 01/01/16..02/29/16 would denote any date in between the date
range
» (|) to search for this and that (200|300) would return results with
200 or 300 in the field
» (‘’) two single quotes will return all entries where the field has
been left empty NAVUG
Holly Kutil is IT coordinator at American Ring. She can be reached at
[email protected] or 440-498-2326.
I spend much of my day searching and filtering in our database.
Sometimes the most helpful tools are just a few simple characters
that make the job a breeze.
Here are some of my favorite filtering characters and wildcards:
» = to search for a record that equals the key values (default)
» > to search for a record that is larger than the key values
» < to search for a record that is less than the key values
These signs can be used in any combination.
» + to search for the last record in the table (+ can only be used
alone)
» - to search for the first record in the table (- can only be used
alone)
» (*) to search for something you know the beginning of, use the
asterisk immediately following the part you know (for example,
bea*)
» (*) to search for something you know the middle of, use an
asterisk before and after the part you know (*ear*)
I’ve Got A Wildcard for That
Q2 2016 | 21
learna c adem y cor ner
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Microsoft Dynamics NAV Training
Series for Finance Teams
he scope and complexity of today’s controller
and finance manager roles continue to grow and
evolve. Finance teams need to gain and maintain
proficiency with their financial system, and the
NAVUG™ Academy series can enhance professional development
and improve your organization’s efficiency and effectiveness. It
desks; no travel required!
online classes on topics such as financial setups, posting groups,
account schedules, fixed assets, inventory reconciliation, month end/
year end, and budgets. Visit www.navug.com/academy for the latest
class listings and times.
» Academy – Fixed Asset Management for Microsoft Dynamics NAV
April 28, 1:00 to 5:00 p.m. ET
» Academy – Inventory Reconciliation for Microsoft Dynamics NAV
May 19, 1:00 to 5:00 p.m. ET
» Academy – Financial Reporting Using Account Schedules
September 14, 9:00 a.m. to 1:00 p.m. ET
» Academy – Month-End, Year-End, and Budgeting in Microsoft Dynamics NAV
December 14, 9:00 a.m. to 1:00 p.m. ET
™
NAVUG Academy classes provide you: » The benefits of live instructor-led training without the travel and
expense
» Expert instruction and industry best practices
» Exploration beyond core concepts and the ability to leverage
practical, real-world content
» Hands-on, interactive training environment
»
NAVUG Academy classes provide your organization:
» Improved data entry, quality, and usage, as well as opportunities
for increased revenue and decreased costs
» More empowered, satisfied team members and “big picture”
thinking about your organization and its functions
» A quality, focused training program for experienced and new
employees NAVUG
22 | NAVUG Magazine
We’re changing it up this issue with a game of bingo! Simply mark the functions you’ve participated in within the last calendar year and then send in a photo or scan of your bingo to [email protected].
B I N G ONAVUG
Logged in to the NAVUG website
Updated password in the Contact
Details area of the website
Posted in a community other
than the Open Forum (chapter, SIG, conference)
Wrote a blog
Read the Frequently Asked Questions page
Uploaded a profile picture on the
website
Viewed or downloaded a
webinar recording on the website
Registered for a conference on the
website
Added someone as a contact
Sent a fellow NAVUG community Member a private
message
Registered for an event (webinar,
chapter meeting, Academy class) via
the website
Submitted a support ticket via
the website (not an email)
Marked a response to my post as Best
Answer
Earned a Silver Contributor ribbon
or higher
Filled out my volunteer profile
Started a discussion in the
Open Forum
Joined a chapter community
Marked a webinar recording or other
document as a favorite
Connected at least one of my social media accounts
in the Social Links area of my profile
Submitted a referral on the Member Get
a Member page
Added biography information to my profile OR
connected with LinkedIn
Recommended someone else’s
post
Responded to someone else’s post
Asked a question via Live Chat on one
of the event sites
Updated my community
notification settings under My Profile >
My Settings
Q2 2016 | 23
companies who use Microsoft Dynamics NAV to implement, upgrade, or more fully
utilize their ERP software. From 2004 to 2014 she was controller at two different
companies that both chose Microsoft Dynamics NAV as their ERP solution. Kerry is
almost as passionate about financial reporting, accounting, and streamlined business
processes as she is about blogging, social media, and building thriving business
or on her blog, www.dynamicsnavfinancials.com.
She is actively involved with NAVUG, serving on the board as well as the programming
committee, is a regular speaker at Microsoft events and NAVUG Summit, is the
co-founder of the cross-UG Women in Dynamics group, and also serves on the
INSTRUCTOR
Kerry Rosvold
COMPANY
Innovia Consulting
JOB ROLE
Application Consultant
MEMBER SINCE
2009
For more information regarding Academy courses that Kerry and others
lead, please visit navug.com/academy.
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MEMBER PROFILE
INSTRUCTOR SPOTLIGHT
Academy
24 | NAVUG Magazine
Field Level and Data Security Quick Security - Security Setup in 2 Hours
Permission Recorder
Sarbanes Oxley Compliant
- - +1 678-666-2100
Need help with security in NAV?
Easy Security
Quick Security
Field Level and Data Security -
data users can see -
Chad Sogge group program manager – SMB
solutions, Microsoft Corporation
microsoft member showcase
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UG
NAVUG: Microsoft Dynamics NAV 2016
released in October of 2015. What were some of
the most pivotal enhancements in that release?
Chad Sogge (CS): We had a lot of great
enhancements, from financials to workflow to new
client functionality, giving Users the choice of using
Microsoft Dynamics NAV across their tablets,
phones, and/or desktop computers. Our main
goal was enhancing the day-to-day experience of
getting work done simply and quickly.
We also introduced a new extensibility
architecture, enabling our ISV community to
extend Microsoft Dynamics NAV with defined
offerings. Users can simply install extensions to
their solution without heavy customization. This
enables Users to easily move to the next version of
Microsoft Dynamics NAV and their ISV solutions
will upgrade right along with the core Microsoft
Dynamics NAV. That’s a pretty fundamental
change in the future of Microsoft Dynamics NAV.
NAVUG: That’s a huge change to the product!
What has been the User feedback to that change?
CS: It’s been exciting. This strategy ties into the
culture Users have with other devices, and the
desire people have for apps to be easy. They want
to try them, and if they don’t use/like them, simply
uninstall and continue with work.
That consumer app mentality is permeating the
business community, maybe not at the same level
of ease, but when people care about expanding
functionality and don’t want to customize their
system, this is a way of building out a solution
without changing the core code. As we move
into this cloud world, that’s how we think about
adopting broader technology without the
customization that was inherent in the past.
NAVUG: And how do ISVs feel about the change?
CS: Many ISVs, especially those with horizontal
solutions, have adopted this architecture, and we’ll
see more as we move towards the Madeira release.
Keeping an app isolated makes an ISV’s life easier
as they’re able to make changes and updates more
quickly.
As ISV adoption picks up, there will be more
Microsoft Dynamics NAV compatible apps
in the Marketplace, which makes it easier for
Users to shop for what they want to use in their
organizations.
NAVUG: Let’s talk about the Madeira release.
What can Users expect to see?
CS: In Maderia, we continue the optimization and
simplification of work. One area we’ve focused on is
making the Office 365 integration seamless across
mail, calendar, and Microsoft Dynamics NAV so
Users can get work done in a timely fashion. We’re
also simplifying forms (quote to cash, purchase to pay,
and reporting) to make the experience frictionless.
Another is further work on the client experience
and how we streamline the look, feel, and processing
of Microsoft Dynamics NAV so that a User can see
the data they need and what the next steps are in
their transaction. Really, it’s about completing the
end-to-end scenario faster than ever before.
NAVUG: You’re a veteran of the Microsoft
Dynamics GP R&D team who is now focused
on both Microsoft Dynamics GP and Microsoft
Dynamics NAV. Has that been an easy transition?
CS: It has. The teams worked closely before, and
we’re able to leverage a lot of great learnings between
the two products. For example, the learnings the
Microsoft Dynamics NAV team had for the web client
transferred over well to the latest release of Microsoft
GP team was able to bring local knowledge of the U.S.
which has helped with the localization tasks. It’s been a
nice harmony to have a unified direction for the team.
NAVUG: What are the best ways for Users to
share product feedback with your team?
CS:
provides us with a lot of really focused feedback on
code and User experience.
The face-to-face event experiences, such as NAVUG
pivotal times for us as we can hear directly from a
number of Users as to what they like and what they
wish was improved. That “day-in-the -life” experience,
hearing the obstacles they encounter and what they’re
trying to accomplish, helps so much.
As we continue to evolve our design, if we can
think about what a User is trying to accomplish
in a day, we can tie the solutions together from
finance to BI to productivity and really create a
holistic, beautiful solution for the User. NAVUG
NAVUG™
reached out to
Chad Sogge,
group program
manager of SMB
solutions for
Microsoft, to gain
insight into the
release cadence
of Microsoft
Dynamics NAV,
what’s coming
in the Madeira
release planned
for late 2016,
and how a
“One Microsoft”
approach will
benefit small and
medium-sized
businesses in the
future.
26 | NAVUG Magazine
COUNT IN. COUNT ON.
Attend the premier live event featuring user-led education on how to maximize the performance of Microsoft Dynamics NAV. Knowledge gained has real-life application and the potential for remarkable results.
Be empowered as a better user.
REGISTER TODAY
WWW.NAVUGSUMMIT.COM
count me in.
Count On the Early Bird Discount to Save Up to $700!
REGISTER BY APRIL 28
#CountOnSummitOCTOBER 11-14, 2016 | TAMPA, FL
feature
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IN NAVUG,
Feeling like the new kid on the block isn’t always reassuring, especially when using Microsoft
Dynamics NAV to manage your business. It can be overwhelming, but as part of NAVUG,
you can rest assured you’re NOT alone, and you won’t be a newbie for too long!
Let’s take last year’s NAVUG Summit for example. Dave Hatker addressed a number of
those newbies at Summit with an entertaining and value-packed presentation, “23 Tips and
Tricks for the New Microsoft Dynamics NAV User”.
From easy to advanced tips, Dave’s presentation covered everything from keypad shortcuts to ODATA.
We’ve summarized five of the easy tips below for immediate value so you can change your newbie status
to novice in no time!
Keep the leftmost columns in place on any list!
Save yourself some time entering dates!
DATE FIELD SHORTCUTS
T or t Today’s date
W or w Working date
m, tu, we, th, f, sa, su Days of the week
m-5 5th Monday of this calendar year
CM+1D-1M..T Current Month to Date
1005 or 105 October 5 of the current year
05 or 5 The fifth of the current month
You’re Not a Newbie for Too Long!
28 | NAVUG Magazine
Filter quickly to a single value any list view!
Want to simplify your (Microsoft Dynamics NAV) life?
Customize screens! It remembers…
Save time by using these Shortcut Keys:
KEY ACTION
Esc Close window or undo data entry
Home Move to the first field on a line
End Move to the last field on a line
Ctrl + Home Move to the first record in a list
Ctrl + End Move to the last record on a list
Q2 2016 | 29
NAVUG
Broaden your Dynamics® NAV knowledge with hands-on training, prepared by users for users.
9 – 1 0 M AY 2 0 1 6 | I N T E R N A T I O N A L C O N G R E S S C E N T E R | S T U T T G A R T , G E R M A N Y
™
www.navugcongress.com
Register Today
Ctrl + Delete Delete a record
Tab Move to the next field
Enter Move to the next Quick Entry field
Alt + Enter Move to next Quick Entry w/o opening dropdown
Ctrl + Enter OK
F1 Open Help for the field that has focus
F2 Edit
F3 Move the cursor a list’s Filter field
F4 Opens Lookup dialog for a drop-down field
F5 Refresh active window or clear an error
F6 Navigate focus to the next frame
F7 Display Statistics
F8 Copy the field above when in a list view
F9 Post
Shift + F9 Post and Print
F10 or Alt Display access keys on menu bar
Alt + F2 Toggle to display/hide fact boxes
Alt + F3 Filter to the field with focus in a list view
Alt + F6 Collapse or expand the active frame or fast tab
Alt + Left Arrow Go to the previous window in the navigation history
Alt + Right Arrow Go to the next window in the navigation history
NAVUG
30 | NAVUG Magazine
navugfocus.com
In June, Microsoft Dynamics NAV Users will gather in the Chicago Metro Area (Schaumberg, IL) to dig deeper into educational topics focusing on roles, industries, and product versions. This year’s conference
will feature three primary tracks: Manufacturing, IT, and Finance. Each track will offer intensive, 90-minute sessions where Users can get their questions answered and gain new skills to add to their Dynamics NAV toolbox.
Lewis Rosenberg is the IT Manager at Mars Fishcare, a leader in the Aquatics industry developing and perfecting products and solutions for indoor aquariums. Lewis is a member of the NAVUG Programming Committee, and like his peers he
learn about topics important to the NAV community.
We were able to ask Lewis a few questions about this year’s conference:
NAVUG: How will NAVUG Focus help solve a problem an organization is facing?
Lewis Rosenberg (LR): NAVUG Focus will help solve problems an organization is facing because NAV experts, who are Users, partners, and ISVs, will all be there for the purpose of sharing information.
NAVUG: How will Focus help solve a problem an individual might face in their role?
LR: NAVUG Focus attendees will be able to meet with NAV Users from other companies in similar roles. It is a great opportunity to share information, ideas, and learn new things.
NAVUG: What advice would you give to someone considering attending Focus?
LR: Make new NAV connections! Bring lots of business cards and network with as many people as you can.
NAVUG: How do you expect Focus to help elevate Users professionally?
LR: NAVUG conferences, like NAVUG Focus, allow people to network and meet people in similar roles at other companies, as well as connect with NAV partners and ISVs. Attending NAVUG Focus is a great way to build and grow an individual’s professional network.
NAVUG: What are you looking forward to the most about Focus?
LR: I always look forward to a wealth of new knowledge and ideas, along with making new friends and contacts at NAVUG conferences.
2 0 1 6
™
Setting Sights on NAVUG Focus 2016A Dynamics® NAV User’s Point of View: Q&A with Lewis Rosenberg, Mars Fishcare
Chicago Metro Area | June 7–8
Spotlight on...Spotlight on...VICTOR DIERCKSENDirector of Business TechnologySiskin Enterprises Inc.
Who I’m following on social media right now...
I have a toddler. I don’t have time for social media. However, if
my son had a Facebook account, I would watch what he does
every day as he is a never-ending source of fascination for me!
On my desk right now...
NAVUG™ Magazine, the 2016 goals for my team, and our five-
year IT roadmap.
My three goals for 2016...
1) Improve business processes so that my co-workers can go
home at 5:00 p.m.
2) Sleep more.
3) Go on a grand vacation adventure (we are thinking Cuba).
What I do when I’m not at work...
Play with my 3-year-old son.
The best advice I ever received...
Always have a, well…can’t say what he said in polite
company, but a “you-know-what” fund. At any given time,
have enough savings in your bank account to live on for six
months so that if your job gets really, really bad, you can say
“see ya later”, and just walk out the door.
32 | NAVUG Magazine
t t&TIPS & TRICKS
Clean Up Your Inbox Act!Tips to Being More Efficient and Less Stressed About Your Inbox
processing your inbox. You can’t get distracted by links, attachments, or even new emails.
Bonus tip from Ginny!
Schedule 30 minutes per month on filing maintenance, making sure files are still relevant. This helps a ton in
easy placement of emails and access to information. NAVUG
If you’re like many people, you may need some
inspiration to clean up your inbox act! To
help counter this problem with productivity,
Ginny Ferguson presented a session called Inbox
Overflowing? Take Back Control! based on the
popular book, “The 15-Minute Inbox”.
This content is part of the OneSource Microsoft
Tools webinar series, the goal of which is to spread
education regarding Microsoft technologies to
NAVUG Members.
Here’s a quick summary of this webinar; be sure
to check it out at www.navug.com/inboxcontrol.
First and foremost, identify the types of email
you’re receiving:
» Critical and Urgent – Needs to be
addressed immediately.
» Critical and Not Urgent – Helps you to
advance your goals, project, or business, and/
or required action is part of your job.
» Not Critical and Urgent – Everything else
that enters your inbox and is not critical, but
carries a sense of urgency.
» Not Critical and Not Urgent – Even if you
don’t have to act on it, it’s still in your inbox.
Delete!
Ginny urges you to think of your inbox as a busy
airport terminal. You need to organize it so you can
quickly process the emails and move on. Prepare
your terminals and define a strategy to keep that
inbox clean!
» Action Today – Emails that require your
action as quickly as possible.
» Follow-Up – You are either waiting on
someone else’s input, or you need to check
progress on an action.
» Read Later – Emails that don’t require
action, but you do need or want to read
content.
There’s nothing like a fun word equation
when trying to change your email habits. Try to
implement The 4+1 Action Ds strategy, and you’ll
be well on your way to a cleaner inbox!
» Delete It – Ask yourself, do I really need
this? Is it part of my job?
» Deal with It – If you can deal with it in less
than two minutes, just do it immediately.
When you are done with the message, put
it in an ARCHIVE folder or FOLLOW-UP
folder if it needs follow-up by you or delete it.
» Defer It – If it will take longer than two
minutes but less than one hour and is part of
your job, move it to your ACTION TODAY
folder. If it’s longer than an hour, plan it into
your calendar.
» Delegate It – If it requires another’s action,
include clear instruction (what, by when,
how, next action, answer to be sent, etc.) and
follow-up and archive it.
» Done – Keep moving when you’re
Q2 2016 | 33
Public or Member Only WebinarsSomething we’ve heard from the community is you’d like an
easy way to see which webinars are open to everyone (public)
and which ones are only available to paid NAVUG Members.
We’ve added a filter on the webinars page that allows filtering
in three categories: All (default view), Public, or Member
Only.
Registrations for You and Your TeamMany of our Member companies have asked to see all the
registration activity happening for their company. This helps
when determining to move from subscriber to paid Member
or when looking at annual renewals. Account administrators
and the primary contact will see a new button in their profile
area – Company Registrations. This gives an all-up view of all
registration activities for your company.
Find Your Add-On ActivitiesWhen you register for a conference, often times there are additional registration activities you can choose (like Pre-Conference Academy classes
prior to NAVUG Summit). Previously when you looked at your registration in the My Registrations area of your profile, you would not see those
additional registration activities. Now when you look at your registrations, you can see those details.
Am I Logged In?You may have noticed when registering for an event that you are
sometimes prompted to log in (again), even though you can see
your profile picture in the upper right of the site. We’re releasing
a fix that will address this discrepancy and eliminate the need
for multiple logins.
Are We There Yet?We’ve heard (and experienced) some poor performance issues when registering for events on the site – specifically the loading speed. This
release includes fixes to help with the screens loading during the registration process. We will continue to improve this process with additional
fixes in future 2016 releases.
We were thrilled to roll out new features and enhancements to the NAVUG™ website during Q1. Released on
January 26, we hope these updates have improved your User experience when visiting www.navug.com.
Keep helping us help you by letting us know your thoughts and feedback about your experiences on www.navug.com. We are
always looking to improve the content and performance of the site and will continue to share additional updates. NAVUG
What’s New NAVUG WebsiteON THE
34 | NAVUG Magazine
NAME THAT PHOTO
CONTEST
These NAVUG™ Members were
on a mission at NAVUG Summit
2015. What do you think they were
contemplating as they headed to
their next session?
Simply email your submission to
[email protected]. The
winning submission will be printed
in the magazine’s next issue.
Q1 CONTEST WINNER:
Sara Silver of Silverware, Inc“That would be Mark Brummel, Dave
Studebaker, and Miryam Peterson
of Clothworks enjoying Studebakers
book ‘Programming Microsoft
Dynamics NAV 2015’!”
Q2 2016 | 35
NAVUG: When and how did Silverware get its
start?
Sara Silver (SS): I started the company in the
late ’80s before ERP was even an acronym, and
it came about it by accident, really. I used to help
people out with their computers and started to
represent an accounting system that came with
the full dBase source code. With that, I developed
a small client base and slowly grew a company,
changing the software to fit the way the clients
wanted to do business. I added employees in the
early ’90s, including my husband, Bob. Eventually
our source code system was clearly becoming
obsolete. One look at Microsoft Dynamics NAV
(then Navision), and we were hooked; I loved the
concept of a modifiable solution that out of the
box could cover 80 to 90 percent of my clients’
needs. Microsoft Dynamics NAV was a perfect fit
for our business model, and we’ve been delivering
Microsoft Dynamics NAV solutions for more than
eight years.
NAVUG: Tell us about your acquisition of
Gilbert & Associates.
SS: I have been good friends with Hub Gilbert
for years, and his company also supported the old
dBase solution. We’ve collaborated over the years
and brought on Microsoft Dynamics NAV around
the same time.
We acquired Gilbert & Associates a year ago,
and Hub is still on board with us. It’s been a
wonderful synergy and allowed us to grow our
company to 24 employees and expand to two
offices. The whole is greater than the sum of its
pieces, and the entire experience has been positive
for everyone involved. Our employees benefit
from more knowledge sharing, and our clients
benefit from a deeper bench with more expertise
and enhanced support.
NAVUG: Where are your offices?
SS: We have offices in Phoenix and Seattle. We’re
a bit different than most companies in that we
require employees to work at the office. There
is such a tremendous amount to be gained from
people working in one space. We learn so much
from each other. It also ensures comradery is
intact and creates a great company culture because
everyone knows each other and sees each other
every day. I think that’s one thing that sets us apart.
The synergy of people working together is what
makes us better for our clients.
NAVUG: What other products and services do
you offer?
SS: We also offer cloud-based accounting with
Intacct, which is purely financials and not
competitive to Microsoft Dynamics NAV. We did
not want to compete with ourselves, and it’s clear
to us which should be offered to our Customers
from the get-go.
NAVUG: You also have a vertical niche. Tell us
more.
SS: We brought a tremendous product called
TRIMIT on board about 18 months ago; it
allows us to focus on fashion and apparel and
outdoor industries. We recently completed our
first implementation of TRIMIT and Microsoft
Dynamics NAV, and it’s been wildly successful.
NAVUG: How do TRIMIT and Microsoft
Dynamics NAV make the perfect solution for
the fashion and apparel industry?
SS: The TRIMIT add-on has a lot of functionality
for matrix order entry. TRIMIT adds configuration
of products so you’re able to choose options
beyond just color and size, such as embroidering
logos or hemming pants. The number of options
for retailers is endless.
With Microsoft Dynamics NAV and TRIMIT,
you can track the entire product life cycle to
manage design of the product and samples before
it goes to market.
There is also a very helpful workflow built into
TRIMIT with triggers and updates so you can see
where orders are and what process they’re going
through with checks and balances along the way.
We ultimately found TRIMIT to be engineered
really well, and it’s a great fit for us. We’re looking
forward to doing more in that space as we have
never had a vertical focus until now.
COMPANY
Silverware, Inc.
INTERVIEWEE
Sara Silver, President
PHONE
480-423-8324
WEBSITE
www.silverw.com
HEADQUARTERS
Phoenix, Arizona
VAR PARTNER MEMBER SINCE
2014
INTERESTING FACT
Silverware specializes in
fashion and apparel industry.
VAR Partner Solution Showcase
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36 | NAVUG Magazine
NAVUG: What else do you have planned
for 2016?
SS: We’ll really be pushing the move to
Microsoft Dynamics NAV 2016 for those
that are on prior versions, and we’ll be
doing more Office 365 integration as well.
I think the next level of ERP is CRM
integration. Customers have swallowed
the ERP pill and are now ready to do
more with CRM and their websites. That’s
where things are headed: Automation and
integration, and that’s where we’ll be.
NAVUG: What do your Customers think
about Microsoft Dynamics NAV 2016?
SS: There is a lot of new functionality that
is very exciting, such as new workflows
and revenue recognition for subscription
billing or recurring invoices. There are lots
of configurable goodies, and Microsoft is
really improving the role-tailored platform.
NAVUG: What do you like most about the
NAVUG community?
SS: I love NAVUG Summit and think it’s
the greatest conference. I’m encouraging all
of our Customers to go. NAVUG in general
is just a wonderful resource for end Users.
I’m always impressed by the knowledge of
Users when they teach, and I’m proud of
them for taking the software and making it
their own.
NAVUG: Any final thoughts to share
about Silverware?
SS: Our main foundation is “Customer for
life”. We believe in the relationship with
our Customers and work hard to deliver
projects by standing by our promises and
managing expectations and scope to give
them the best experience with Microsoft
Dynamics NAV. Our very first Customer
has been with us since 1988. Long-term
relationships with our Customers and
employees is what it’s all about. NAVUG
“I can’t express my gratitude for your help and for the depth of our
partnership that every one of you gives absolutely everything to see our
team succeed. Speechless. THANK YOU!”
Guy Lacey, operations manager at Salon Services NW
Q2 2016 | 37
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TR
AIN
ING
, TIP
S, A
ND
TR
ICK
S In training clients over the past 18 years on what we like to call “NAV 101”, it has become apparent
there are some basic items that should be addressed with every implementation, upgrade, or even
new employee training.
Under the “You Should Know This” Category
» Terminology. The importance of understanding new terminology is vital to good communication
and efficient results. As an example, Microsoft Dynamics NAV has not had a “tool bar” for several
versions now. To keep in alignment with other Microsoft products, it is now referred to as the Ribbon.
Keep your ears open for new terminology.
» Get familiar with your current Ribbon, Navigation Pane, and Pages, BEFORE you begin personalizing.
However, keep in mind, personalizing your work area will make your work more efficient by not
cluttering your work area with unnecessary menu items, icons, and the like, so don’t wait too long.
» Have no fear. The rule of thumb that I attempt to instill in each trainee is if Microsoft Dynamics NAV
allows you to do something, it will allow you to undo it.
Under the “Well I’ll Be Darned” Category
» Within any entry field that has a quantity or dollar amount, you can perform all basic math functions:
Add, Subtract, Multiply, and Divide. You can also get more advanced and use brackets for ordinal
calculations. This can be performed in Sales Orders, Invoices, Quotes; Purchase Orders, Invoices,
and Quotes; and General, Recurring, Payments, and Inventory Journals.
The above list is just a sample of where this can be used.
Note: Operators are: + (add), - (subtract), / (divide), and * (multiply)
Try this as an experiment:
The number remaining will be the result. You may also add a combination of any operators.
(X + Y)/Z or, A + B + C + … This is especially useful, for example, in calculating a Unit Price
based on a Unit Cost with a markup percentage.
Under the “Silly But True” Category
» On occasion when you are sorting on fields you forget, and need to page down or up to determine if
the order is ascending or descending, the quick and easy way to tell is by which way the Sort button
story by Carol Cintron, Dynamics West, NAVUG™ Partner Member
LIT
TL
E T
HIN
GS
IT’S
TH
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38 | NAVUG Magazine
is pointing. Note the top of the
button is smaller; therefore, the sort
is ascending or going from smallest to
largest or oldest to newest. The same
is true in reverse, descending or largest
to smallest or newest to oldest.
» With so many variables on screen
resolution, dual screen usage (and
plain old aging), sometimes seeing the
Icons on your Ribbon can be difficult.
You can change an Icon’s size (room
permitting).
select Customize Ribbon
Show actions in this order
Icon you want to change
right – Click on Default Icon Size
from – Default, Small, Large
The Icon will have changed to the new
size.
» Does your print preview window
sometimes disappear behind the page?
This is because the “Links” FactBox
is an active control, always ready to
receive a message, so at the moment
you finish printing, it re-activates and
forces the page to the front, hiding
your preview window. To prevent this
from happening, you have to remove
the Links FactBox from the page,
not just minimize it. If you are using
Zetadocs, this will do the same thing.
» Have a long report to run, but you
don’t want it to take up room on your
monitor? Send it to the scheduler and
forget it. If you don’t put in a scheduled
start time, it will start right away, and
the report will show up in your report
inbox when it’s ready.
Under the “Help Us
Help You” Category
» When posting a question in the NAVUG
User Forum (which we do watch on a
regular basis), it will really help those
who are trying to help you if you include
a few very important things:
Microsoft Dynamics NAV/Navision
you are on. The Classic and Role
Tailored client work very differently
and provide very different ways of doing things,
not to mention the many improvements made in every new release.
product is. For example, asking a question about EDI processing will invite responses
relevant to half a dozen different suppliers.
being told to look somewhere you’ve already looked, and on the other, it will help the
User giving you advice to avoid giving you too much or too little information. NAVUG
Carol Cintron is the chief training officer for Dynamics West. Carol can be reached at Ccintron@
dynamicswest.com.
Q2 2016 | 39
industry showcase
BARKLEY AG
ENTERPRISES
Yuma, Arizona
Barkley Ag Enterprises is
involved in cereal grain
development, merchandising
and commodity marketing,
production agriculture,
salad processing, and land
development. Core business
activities of the five affiliated
operating companies include
contracting for production
of IP-controlled grains,
contract settlements,
grain and seed storage
and distribution, contract
custom growing of
vegetables and fruits, just-in-
time leafy greens processing
(iceberg, romaine, cabbage,
and spinach) for distributors
and retailers, and finally,
land development and new-
home construction.
SUN GRO
HORTICULTURE
Agawam,
Massachusetts
Over the last 80 years,
Sun Gro® Horticulture has
become the leading supplier
of superior quality peat
moss and peat- and bark-
based horticultural growing
products to North America,
serving both professional
and retail markets.
SEGES P/S
Denmark
SEGES offers solutions
for the agriculture and
food sector of the future.
Their prime objective is to
identify the commercial
potential in agriculture to
provide Danish farmers and
horticulturalists with the
best tools for running their
businesses more profitably
and in the way that takes
account of the environment
and animal welfare.
FOWLER PACKING
COMPANY, INC.
Fresno, California
Fowler Packing is one of the
largest shippers in the fresh
produce business, handling
more than seven million
boxes of stone fruit and table
grapes and 15 million boxes
of citrus per year.
Agriculture, Forestry, and Fishing
Whether it’s at a greenhouse in California or on family
farms in Denmark, these NAVUG™ Members cultivate
the best quality products for our tables, our gardens,
and even our beer mugs. Each and every one of the companies
below gives the agriculture, forestry, and fishing industry a good
name.
JOSEPH GALLO FARMS
Atwater, California
A family farm since 1946,
Joseph Gallo Farms crafts
the highest quality natural
products using sustainable
practices. Over the years
they have grown to include
their own cows and line of
premium 100 percent all-
natural cheese.
Cultivating Quality
Near and FAr
40 | NAVUG Magazine
ROCKET FARMS
Half Moon Bay,
California
Rocket Farms is the third
largest wholesale greenhouse
grower in the country and
second largest in California.
They grow and supply
unique high-quality indoor
potted blooming and foliage
plants and a full range of
edible herbs, fruits, and
vegetables.
FARMERS UNION
INDUSTRIES, LLC
Redwood Falls,
Minnesota
Farmers Union Industries,
LLC is a company of
farmers, for farmers. And
if you know anything about
farmers, you know they don’t
leave anything to waste.
That’s pretty much what this
whole organization is based
on: Taking what one person
can’t use and turning it into
something someone can.
LA CROSSE SEED
La Crosse, Wisconsin
La Crosse Seed is a
recognized leader in forage,
pasture, cover crop and turf
seed, and related products
for the agriculture, turf, and
landscaping industries.
WORLD WIDE SIRES,
LTD.
Visalia, California
World Wide Sires, Ltd.
is the world’s leading
cattle genetics marketing
organization representing
the majority of the U.S.
Artificial Insemination
Cooperatives.
HOPSTEINER
Yakima, Washington
Hopsteiner has built a
reputation as a leading
supplier of the highest
quality beer hops for
more than 170 years.
They supply craft beer
brewers worldwide with the
highest quality, freshest beer
hops, offering them a full-
range of hop products.
RIVER POINT FARMS,
LLC
Hermiston, Oregon
River Point Farms is a
leading supplier of onions,
having set the standard for
growing, storage, packaging,
and fresh-cut processing
systems.
SKAGIT GARDENS, INC.
Mount Vernon,
Washington
Skagit Gardens, Inc. is
a wholesale greenhouse
company located in the
agricultural Skagit Valley,
midway between Seattle,
Washington and Vancouver,
British Columbia.
The company offers a
comprehensive selection
of top-quality annuals and
perennials to premium
growers, independent
garden centers, nurseries,
and landscapers throughout
North America.
BEJO SEEDS, INC.
Oceano, California
Bejo is one of the leading
companies in breeding,
production, processing,
and sale of premium quality
vegetable seeds, and their
experience in the seed sector
spans more than 100 years.
Their assortment includes
more than 1,000 different
varieties, representing some
50 crops.
Q2 2016 | 41
NAVUG™ reached out to Members on
the NAVUG Open Forum to find out
their favorite Microsoft tools, as well
as how they help them most in their
business or personal lives.
Ramin Marghi, CPA, CGA NAV Finance Consultant | Catapult
At the risk of sounding dramatic, I think it’s safe to say that Microsoft
Excel is – by orders of magnitude – one of the most incredible
applications of human ingenuity, occupying a nice, warm seat right
next to the Polio vaccine, space travel, and those little clips that you
put on bags of cereal to prevent your Lucky Charms from going stale.
Microsoft Excel, when considered as a tool, can do so much
more than just create lists and add cell values; it is used to perform
statistical and scenario analysis, reporting and data pivoting,
automation, intermediate databasing and cataloging, and even as a
canvas for artwork! I use it for everything at work and at home, from
budgeting to quick numeric reconciliation to robust list creating to
data cleansing. I can’t count() the number of times that having a
strong understanding of Excel came into play to not only simplify my
work, but also in some ways advance my career!
Somehow this simple software has grown to functionally become
both the back-of-the-napkin drawing board as well as the de facto
standard for powerful and visual data analysis.
#ExcelLove
topicon
...with NAVUG Members
1
1
Holly Kutil IT Coordinator | American Ring
OneNote is my favorite Microsoft tool. I was a Franklin Planner
girl and still have my last one from the early ’90s on the shelf; just
can’t throw it away. OneNote has become my cyber planner; I use it
for everything. I have pages for my children: Married with children,
one in college, and one in high school, and they can access their
section from anywhere, and we can share information and files. I have
a section for work with meetings, department information, and task
lists. I even have a NAVUG section with all the posts, blogs, trainings,
and meetings I am involved in with NAVUG.
I love that it syncs to my Outlook, Excel, Word, and files on my
computer at home, work, and my phone. If that was not enough, it
now syncs and is integrated with Microsoft Dynamics NAV!
If you are a planner/organizer person, OneNote is for you.
Just sayin’…
Laura Power Finance Director | Derry Township Municipal Authority
My favorite Microsoft tool is the Snipping Tool, and most people
don’t know that it is included in your Windows operating system.
Go to Programs on your computer, type Snipping Tool, and add it
to your task bar, then try it out.
It allows you to take a snapshot of your computer screen to copy or
save, and you can use it almost anywhere. I use it to make screenshots
for procedure manuals, send error messages to our support Partners,
or just to include snapshots in OneNote.
Try it out and see if you don’t agree that it is a very valuable tool.
Have fun with it. NAVUG
2
3
3
2
42 | NAVUG Magazine
When did we hire Homer Simpson?
Why is he creating PO’s and changing data inside SQL?
Can’t get the data you need easily out of Change Log?
Learn about Fastpath Audit Trailwww.gofastpath.com/FindTheTrail
Congratulations to Shawn Kurko of Columbus Vegetable Oils for winning the Q1 2016
Word Find. Your prize is in the mail! Below are 25 words that relate to the topics and theme in
this issue of NAVUG™ Magazine. These words can be found in the grid horizontally, vertically,
diagonally, backwards, and forwards. Submit your completed Word Find for a chance to win a
gift certificate; simply scan and email your entry to [email protected].
Academy
Agriculture
Bingo
Chapter Sponsors
Clean Up Your Inbox Act
Digital Vantage Point
European Congress
Focus
Kerry Rosvold
Keyboard Shortcuts
Members
Microsoft Dynamics NAV
Microsoft Tools
New York
Overview
Partners
Re-energize
Robb Delprado
SharePoint
Silverware
Summit
Users
Victor Dierksen
Volunteers
Wildcards
B I N G T N I O P E G A T N A V L A T I G I D C A
E Z I G R E N E E R U I E S S E R B G N O C U L C
R E C K V A N T A G M P O I N T I S P O N M R E A
K T H R D Y N A M M I C S N A N V E U R O I I A D
E O A O S H O R U S E R G N G O C N A E P C N N E
Y O P Y K E R S R Y R E V O L U N W E I V R E V O
B L T W L A T I G I D U D I E R K S E N M O S U A
O C L E A N U P Y O U R I N B O X A C T I S I P G
A M A N C O N G R T E O S S M E M B E A C O L Y R
R I R C C S B R S R S P R E T P A H C G R F V O I
D C P N L H B S H O P E A G R I C U S R O T E S N
S R L A E O O D A H O A R O T C I V R I S T R R E
H O E E A R R L R S N N N T A P R W E C O O W O S
O S D P N T O O E D S C E O C A S I E U F O A S K
R O B O U C D V P R O O W O A R N L T L T L R N R
T F B R P S A S O A R N Y L E T T D N T D S E O E
C T O U R P R O I O S G O B D N R C U U Y R B P I
U D R E S O P R N B C R M U E E A A L R N E O S D
T Y S E U I L Y T Y H E R S M R P R O E A E X R R
S U V T M N E R S E M S K E Y S S D V B M N A E O
S E I I M T D R I K T S I M M U S U G I I E C T T
U V C A C A D E M Y S R O S N O P S C N C R T P C
M L T O V E R K V I S D R A C D L I W O N G B A I
M I R O B B D E L P R A D O M I C R O S F I I H V
I S O V A N S C I M A N Y D T F O S O R C I M C C
44 | NAVUG Magazine
Microsoft Excel® is one of the top reporting tools used in today’s business world, so it’s crucial to stay up to speed on what it can be
used for, especially when it comes to your business intelligence.
Noah Kluge, senior manager of BI practice at Armanino LLP, presented a “powerful” presentation at the last Summit to help Users make the most of Excel by using Power Pivot, Power View, and Power Query.
First and foremost, definitions are in order:
» What is a Power Pivot? Power Pivot allows the creation of a monster cube/report within Excel. It collects information from disparate data sources and types with its own calculation language called data analysis expressions (DAX).
» What is a Power View? Available in Microsoft Excel 2013 Professional, Power View is a data visualization tool.
» What is a Power Query? Power Query is the ability to bring data from many different sources, such as publicly available information from Facebook, stock info, etc. into a similar format (e.g. number of columns) and append sources. Power Query accesses structured SQL and has limited additional benefit over Power Pivot directly.
The benefits of these tools are that they make data and information quick and easy to access, it’s within the familiar Excel interface, and it’s readily available and free for those with the right version of Microsoft Excel. However, they should not replace a data warehouse system, an extract, transform, load (ETL) tool such as SQL Integration Services (SSIS), or production OLAP cubes.
Before you jump into using these tools, take some of these considerations into account:
» It requires understanding of the underlying data model.
» There is limited ability to apply business rules to data.
» You may not have access to virtual company support or multi-company support.
» It involves learning new calculation language.
» There is no support for hierarchies/ordering (this is resolved with SQL 2012). NAVUG
FROM THE NAVUG SUMMIT 2015 VAULT:
Power Pivots, Views, and Query Make for Powerful Excel!
Q2 2016 | 45
NAVUG™: What got you into the world of
e-commerce 18+ years ago?
Michael Kulik (MK): It was a natural evolution of
my interests to get into e-commerce right out of
university. I started out on my own in 1997 with
an office that had five rooms. Slowly but surely, I
filled them all with employees. In those early years,
we didn’t focus on Microsoft Dynamics NAV. We
were hard-core e-commerce with companies like
Sony, Canada Post, and Honda.
NAVUG: When did Microsoft Dynamics NAV
come into play?
MK: We were approached in 2000 by a colleague
that was a substantial Navision (now Microsoft
Dynamics NAV) player; he was the president of
Navision Canada before Microsoft bought it. He
pointed out a considerable gap in the market, and
there didn’t seem to be a lot of people that could
provide e-commerce around Navision. We quickly
got involved in that world with a product called
Commerce Portal and became the go-to Partner
for that solution.
Commerce Portal was a very limited solution,
so we were encouraged by Microsoft to explore
creating a better solution in the 2001 to 2002
timeframe. That is when NAV-to-Net™, our
flagship product, was born.
Not long after that, Microsoft discontinued
Commerce Portal and were a great Partner to us,
proactively inviting us to software planning and
Partner advisory board-type meetings. We were
also the prototype Partner for the CFMD program
when that began.
NAVUG: Tell us more about NAV-to-Net.
MK: We have a few other ancillary products in
addition to NAV-to-Net, but that has been our
main focus for 10 to 12 years. It’s an e-commerce
platform built exclusively for Microsoft Dynamics
NAV and managed entirely in Microsoft Dynamics
NAV as well. Every element has a management
mechanism in Microsoft Dynamics NAV.
NAVUG: How would you say that sets you apart
from other e-commerce providers?
MK: Our main mission is to make e-commerce
work within Microsoft Dynamics NAV. We didn’t
want to create a black-box solution that hooks
up to everything or integrates with a number of
other third-party products. Our claim to fame is
our familiarity with Microsoft Dynamics NAV and
how it works at every level. So if Customers have
customizations, we have the skills to look at their
code and workflow and really understand what
they’re trying to do.
In NAV-to-Net, Microsoft Dynamics NAV is
also the master of the data. Whatever the website
does, it’s important that Microsoft Dynamics
NAV can achieve that same process. To ensure it’s
all seamless, we won’t create pricing, discounts,
or business flow that aren’t already in Microsoft
Dynamics NAV.
NAVUG: What made you decide to put all your
eggs in the Microsoft Dynamics NAV basket?
MK: Technologically speaking, the Microsoft
Dynamics NAV community is really exciting to
us. Microsoft Dynamics NAV as a financial ERP
system is interesting because, in my opinion,
most companies that choose it, do so because of
its flexibility, and it can reflect that Customer’s
business intellectual property. Many companies
choose Microsoft Dynamics NAV because it can
be customized and encouraged to do things that
other ERPs cannot do. Business leaders that believe
they are unique can get Microsoft Dynamics NAV
to reflect that uniqueness right within the system.
COMPANY
Digital Vantage Point
INTERVIEWEE
Michael Kulik, President and
Owner
WEBSITE
www.dvp.net
HEADQUARTERS
Markham, Ontario, Canada
PHONE
905-415-8455
ESTABLISHED
1997
ISV PARTNER MEMBER SINCE
2015
ABOUT DIGITAL VANTAGE
POINT
Digital Vantage Point creates
an extension of the Microsoft
Dynamics NAV environment
for e-commerce needs. Their
solution fits Customers’
existing Microsoft Dynamics
NAV technology, amplifying
the benefits of a seamlessly
integrated solution.
ISV Partner Solution Showcase
NAV
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46 | NAVUG Magazine
Microsoft Dynamics NAV is not just cookie cutter solution building;
it gets us into the exciting space of learning how companies are
special.
The second reason is because we felt it was possible to become
the best in the world at what we do. We didn’t seek to make broad
promises. We wanted to narrow our focus, and Microsoft Dynamics
NAV is sophisticated and cooperative enough where we could work
with our Partners to be the best in the world.
NAVUG: What unique requests are your Customers asking for in
terms of e-commerce needs, and how do you see that changing or
staying the same moving forward?
MK: In our industry, it’s very difficult to just put a pin in our solution.
We can’t stop and ride this version. Too many pieces constantly
evolve.
Recently, that’s been driven by a few factors…
» Responsive design has been requested over the past couple of
years and is now becoming a requirement. This is where NAV-
to-Net changes its presentation based on the User’s interface.
» Performance is always a huge factor, and I don’t see that ever
changing. People want information faster and faster these days,
so the speed of a website is crucial.
» Also big are product configurators that help consumers build
what they’re shopping for online, such as a car, furniture, or
even clothes. The color, size, and amenities are built into the
configurator so consumers can customize their purchase. This
has previously been a challenge for us to provide, but in the
newer versions of Microsoft Dynamics NAV, we can proudly say
it’s possible and are very excited about providing that interface
within NAV-to-Net.
» Companies want more control these days, too. Historically, we
would meet with the marketing team and create the website for
our Customers, but now they have more skill and want to do it
on their own. We spent a lot of time moving User interface-type
elements into the style sheets of the website, giving our clients
flexibility to make changes without having to contact us.
NAVUG: How does Microsoft Dynamics NAV 2016 affect your
offerings?
MK: We’re especially excited about 2016 because of the attention to
extensions and events.
From very early on as Microsoft Dynamics NAV developers,
we’ve tried to avoid having NAV-To-Net be too invasive by
minimizing the touchpoints where it hooked into the core
Microsoft Dynamics NAV code. The main reason we do that is
because you don’t want an add-in to affect Microsoft Dynamics
NAV, so we constantly looked for opportunities to reduce our
footprint. Extensions in Microsoft Dynamics NAV 2016 help us
isolate code units, tables, and field labels in a more contemporary
and current way. The Microsoft Dynamics NAV folks are doing
brilliant things with this technology.
Events in Microsoft Dynamics NAV 2016 makes it possible to
reduce that footprint even more. We can listen for a certain event and
act independently on the occurrence in our own code. It’s exciting to
see this evolution in Microsoft Dynamics NAV and creates a huge
opportunity for ISVs to work more effectively in Microsoft Dynamics
NAV.
NAVUG: What do you like most about the Microsoft Dynamics
NAV community?
MK: It tends to be composed of people who see Microsoft Dynamics
NAV as a way of implementing exciting business intellectual property.
I don’t mean inventions, but rather someone who has a concept
or workflow and sees Microsoft Dynamics NAV as a great way to
achieve those dreams.
The community is also broadly varied, from technically experienced
people and people who are more focused on their business, not
necessarily the technical side of it. That creates an interesting and
broad range of Customers we get to work with. Partners in Microsoft
Dynamics NAV tend to be brilliant, generous, patient, passionate,
and very aware of their business. It’s all-around a really engaged,
welcoming, and positive community. It’s tight-knit enough that we’re
all in it together.
I think all of the above is what makes NAVUG so great as well.
Users like to share and exchange information and ideas, and I’m not
so sure that happens in other User communities. NAVUG
“In terms of project management, Digital Vantage Point really understood all the
risks involved and helped us sidestep a lot of common issues like going over
budget and delays. I’ve yet to see an IT project that comes under budget, full
stop. This came as close to the line as I’ve ever seen.”
Anthony Towers, Commercial Director, Kiowa Ltd.
Q2 2016 | 47
Product Group Code
Visit www.navug.com/trend1 to view the full thread and read all comments.
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IT’S EASY TO POST A QUESTION OR A RESPONSE...Visit www.navug.com, login and click on Learn & Engage Open Forum. You can start a new topic or use the Search
feature to join an existing discussion.
The NAVUG™ Open Forum is a great part of the NAVUG website for sharing best practices, tips and tricks,
and general knowledge with others. It’s also a place to post questions and get answers from other Microsoft
Dynamics NAV Users. The NAVUG online community has over 6,600 discussion posts.
Below are two recent topics that garnered much discussion. Check them out and then take a moment to share your
opinion, answer someone’s question, and/or post your own question (or quick tip that helps you be more efficient).
Emailing Sales Invoices
Visit www.navug.com/trend2 to view the full thread and read all comments.
TRENDINGTOPICS
48 | NAVUG Magazine
Industry.......................Page 50
Horizontal....................Page 53
Services.......................Page 59
Table of Contents
The List from The Partner Channel® is your tool for finding the solutions available from Microsoft Dynamics® Partners. Review the various industry, horizontal, and
service offerings available and you may just find 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 offers 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 “classified” 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!
The List MOBILE Solutions at your fi ngertips
thelistmobile.comSearch for the products and services you need
with the Mobile version of The List!
KEY: Axapta Great Plains Navision Solomon Customer Relationship Management Retail Management System Point of Sale
50 | NAVUG Magazine
Data Masons Software
http://www.datamasons.com/thelist 866-575-1631 Vantage Point EDI for Dynamics EDI Made Simple for Dynamics: ERP integration without customization.
Lanham Associates® http://www.lanhamassoc.com 678-379-4200 ext. 105 ACE - Advanced Commerce ERP EDI, ASN, Shipping, Carrier Manifest, Labels, Barcoding, TP Compliance, WMS, Forecasting & Replenishment. Best of breed built inside NAV replac-ing 7 disparate solutions. Seamless simplicity. 110,000+ users worldwide.
RedTail Solutions http://www.redtailsolutions.com 508-983-1900 RedTail EDI Freedom to Do Business: Stick to what you do best - our cloud service manages your EDI. Integrated with ERP/WMS/3PL systems. Lowest total cost.
Cross Industry Solution
Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link, Integrated Document Management Capture, workflow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.
Ariett http://www.ariett.com • 781-826-1120 Cloud AP Invoice, Requisition, PO, Contract & Expense Reporting Solution One spend management platform for generating savings from any device.
AssureSign LLC
http://www.assuresign.com • 407-670-0400 AssureSign Electronic Signature Software Integrated cloud or on-premise enterprise class Electronic Signatures.
Business Systems Integrators
http://www.BusinessSysInteg.com 866-871-2097 EDI BSI provides superior EDI solutions for AX & GP, both on-premise & SaaS.
CALUMO, Inc.
http://www.calumo.com • 214-387-6030 CALUMO - Reporting, Budgeting & Forecasting CALUMO is THE single tool for reporting, budgeting & forecasting all Accountants love. CALUMO combines web/mobile/Excel/Word/PowerPoint to create & distribute ad-hoc analysis, reports, dashboards & planning templetes
Datahaven for Dynamics http://www.datahaven4dynamics.com 757-222-2000 Datahaven for Dynamics Datahaven is the only scanning, OCR, and workflow 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 docSTAR eclipse Smart AP Automation docSTAR is the premier AP automation solution provider. SaaS or on-premises deployment options. Mobile access. Intelligent data capture. Advanced workflow. Microsoft Dynamics ERP integration.
Greenshades Software
http://www.greenshades.com 888-255-3815 ext. 2 Greenshades Year End Forms Electronic distribution, print to blank paper, and fully automated mailing services help thousands of Greenshades clients create, distribute and electronically file their 1099, W-2 and 1095-C forms.
Higher Logic http://www.higherlogic.com • 202-360-4402 Higher Logic The leading cloud-based commu-nity platform used by organizations worldwide to bring people together in secure communities designed to ignite knowledge sharing, drive content creation and solve problems.
Nexonia http://www.nexonia.com • 800-291-4829 Nexonia Highly-configurable cloud-based ex-pense reports and timesheets solutions, seamlessly integrated with MS Dynamics, incl. VAT & multi-currency. With mobile apps for iOS, Android, BlackBerry 10 & Windows Mobile phones.
ReQlogic http://www.reqlogic.com • 734-302-2316 ReQlogic ReQlogic is a browser-based employee productivity suite providing solutions for eProcurement, requisitions, vendor invoices, time & expense, and advanced workflow.
Solver http://www.solverglobal.com • 310-691-5300 Solver - BI360 Suite Both Excel & Web-based Financial & Operational Reporting, Budgeting, Dashboards, & a pre-configured Data Warehouse w/ direct integration to Microsoft Dynamics.
Finance/Banking
AssureSign LLC
http://www.assuresign.com • 407-670-0400 AssureSign Electronic Signature Software Integrated cloud or on-premise enterprise class Electronic Signatures.
Food and Beverage
Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workflow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.
ASC Software http://www.ascsoftware.com • 937-429-1428 ASCTrac Award winning, scalable Warehouse Management Solutions (WMS) designed for Distribution, Manufacturing & 3PL operations of any type. Over 25 years of experience in the Food/Beverage industry.
Business Systems Integrators
http://www.BusinessSysInteg.com • 866-871-2097 EDI BSI provides superior EDI solutions for AX & GP, both on-premise & SaaS.
COGEP Inc. http://www.cogep.com • 418-626-2503 ext. 144 GUIDE TI Powerful and user-friendly maintenance software. Control budget and reduce maintenance and unit cost. Increase efficiency and reduce downtime.
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Lanham Associates® http://www.lanhamassoc.com 678-379-4200 ext. 105 EDI In-house control, collaborative, or out-sourced. Total solution, AS2, and VAN for lower cost of ownership. Seamless simplicity EDI designed specifically for NAV. More documents and users than any other NAV provider.
RedTail Solutions http://www.redtailsolutions.com 508-983-1900 RedTail EDI Freedom to Do Business: Stick to what you do best - our cloud service manages your EDI. Integrated with ERP/WMS/3PL systems. Lowest total cost.
Chemicals
Horizons International
http://www.qualityessentialssuite.com 866-949-9504 ext. 811 Quality Essentials Suite Quality Management System integrates to all Dynamics products. Used in chemicals, food and other regulated industries. Control layouts for certificates of analysis, comply with ISO standards, manage lot holds.
Vicinity Manufacturing
http://www.vicinitymanufacturing.com 770-421-2467 Vicinity Written for the process manufacturing industry Vicinity manages formulation, quality control, compliance, produc-tion, & planning for Food, Beverage, Chemical, Cosmetic, Personal Care, & Pharmaceutical manufacturers.
Construction
IPM Global Pty Ltd
http://www.ipmglobal.net • 321-368-2489 IPM Project Management IPM Project Management is a purpose built XRM Solution that delivers a fresh approach to Project Management in the Construction / Engineering sectors. Incorporating Comprehensive Contract and Cost Control.
Consumer Packaged Goods
Business Systems Integrators
http://www.BusinessSysInteg.com 866-871-2097 EDI BSI provides superior EDI solutions for AX & GP, both on-premise & SaaS.
Industry
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Horizons International
http://www.qualityessentialssuite.com 866-949-9504 ext. 811 Quality Essentials Suite Quality Management System integrates to all Dynamics products. Used in chemicals, food and other regulated industries. Control layouts for certificates of analysis, comply with ISO standards, manage lot holds.
Lanham Associates® http://www.lanhamassoc.com 678-379-4200 ext. 105 Supply Chain Solutions Seamlessly simple Shipping, Inventory Management, WMS, & EDI Compliance. Best of Breed built inside NAV. More than 110,000+ users worldwide.
Metafile Information Systems, Inc.
http://www.metaviewer.com • 507-286-9232 MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solu-tions by adding integrated scanning, OCR, eInvoicing, workflow, and AP/AR Automation.
RedTail Solutions http://www.redtailsolutions.com 508-983-1900 RedTail EDI Freedom to Do Business: Stick to what you do best - our cloud service manages your EDI. Integrated with ERP/WMS/3PL systems. Lowest total cost.
Vicinity Manufacturing
http://www.vicinitymanufacturing.com 770-421-2467 Vicinity Written for the process manufacturing industry Vicinity manages formulation, quality control, compliance, produc-tion, & planning for Food, Beverage, Chemical, Cosmetic, Personal Care, & Pharmaceutical manufacturers.
WithoutWire www.withoutwire.com • 612-343-0404 WithoutWire™ Warehouse WMS Barcode mobile traceable lot serial tracked inventory for Process Discrete MO Manufacture Distributor Food Beverage Supply Chain ship EDI.
Government Contracting
IPM Global Pty Ltd
http://www.ipmglobal.net • 321-368-2489 IPM Project Management IPM Project Management is a purpose built XRM Solution that delivers a fresh approach to Project Management in the Construction / Engineering sectors. Incorporating Comprehensive Contract and Cost Control.
Healthcare
DocuPhase http://www.DocuPhase.com 727-441-8228 ext. 626 DocuPhase DocuPhase is a powerful business process automation, document management, intelligent capture, analytics, and web forms platform. We provide packaged AP, Purchase Requisition, time/expense processes and more.
Paramount Technologies
http://www.paramounttechnologies.com 800-725-4408 WorkPlace for Healthcare Requisition, approval, budget checking and integration to Binary Stream for Materials Management.
High Tech and Electronics
QBD Systems http://www.qbdsys.com • 800-743-9003 Universal PLM Integration Integration w/ PLM s/w incl. Agile, Arena, Aras, Solidworks EPDM & more.
Insurance
AssureSign LLC
http://www.assuresign.com • 407-670-0400 AssureSign Electronic Signature Software Integrated cloud or on-premise enterprise class Electronic Signatures.
Maintenance Management
COGEP Inc. http://www.cogep.com • 418-626-2503 ext. 144 GUIDE TI Powerful and user-friendly maintenance software. Control budget and reduce maintenance and unit cost. Increase efficiency and reduce downtime.
Manufacturing
Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workflow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.
ASC Software http://www.ascsoftware.com • 937-429-1428 ASCTrac Award winning, scalable Warehouse Management Solutions (WMS) designed for Distribution, Manufacturing & 3PL operations of any type. Over 25 years of experience in both process & discrete manufacturing.
COGEP Inc. http://www.cogep.com • 418-626-2503 ext. 144 GUIDE TI Powerful and user-friendly maintenance software. Control budget and reduce maintenance and unit cost. Increase efficiency and reduce downtime.
Data Masons Software
http://www.datamasons.com/thelist 866-575-1631 Vantage Point EDI for Dynamics EDI Made Simple for Dynamics: ERP integration without customization.
docSTAR http://www.docstar.com • 888-docSTAR docSTAR eclipse Smart AP Automation docSTAR is the premier AP automation solution provider. SaaS or on-premises deployment options. Mobile access. Intelligent data capture. Advanced workflow. Microsoft Dynamics ERP integration.
Lanham Associates® http://www.lanhamassoc.com 678-379-4200 ext. 105 AFP (Advanced Forecasting and Procurement) for Manufacturing Forecasts inventory items as compo-nents or finished goods. Gain control.
Metafile Information Systems, Inc.
http://www.metaviewer.com • 507-286-9232 MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solu-tions by adding integrated scanning, OCR, eInvoicing, workflow, and AP/AR Automation.
Sana Commerce http://www.sana-commerce.com • 646-362-0432 Sana Commerce Truly integrated B2B e-commerce that leverages existing ERP business logic to deliver a rich product catalog & automate web orders.
Vicinity Manufacturing
http://www.vicinitymanufacturing.com 770-421-2467 Vicinity Written for the process manufacturing industry Vicinity manages formulation, quality control, compliance, produc-tion, & planning for Food, Beverage, Chemical, Cosmetic, Personal Care, & Pharmaceutical manufacturers.
WithoutWire www.withoutwire.com • 612-343-0404 WithoutWire™ Warehouse WMS Barcode mobile traceable lot serial tracked inventory for Process Manufacture MO Distributor Food Beverage Pharma Chemical CPG ship EDI.
Non-Profit Organizations
ImageTag, Inc. http://www.kwiktag.com • 888-KWIK-TAG KwikTag KwikTag by ImageTag is ONE SYSTEM you need for document management and business process automation - without harming trees or your budget.
Paramount Technologies
http://www.paramounttechnologies.com 800-725-4408 WorkPlace for Non-Profits Requisition & Expense with GL Distribution, Encumbrance & Audit Trails.
Oil and Gas
IPM Global Pty Ltd
http://www.ipmglobal.net • 321-368-2489 IPM Project Management IPM Project Management is a purpose built XRM Solution that delivers a fresh approach to Project Management in the Construction / Engineering sectors. Incorporating Comprehensive Contract and Cost Control.
Pharmaceuticals
ASC Software http://www.ascsoftware.com • 937-429-1428 ASCTrac Award winning, scalable Warehouse Management Solutions (WMS) designed for Distribution, Manufacturing & 3PL operations of any type. Over 25 years of experience in the Pharmaceutical & Medical industries.
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Horizons International
http://www.qualityessentialssuite.com 866-949-9504 ext. 811 Quality Essentials Suite Quality Management System integrates to all Dynamics products. Used in chemicals, food and other regulated industries. Control layouts for certificates of analysis, comply with ISO standards, manage lot holds.
Professional Services
Nexonia http://www.nexonia.com • 800-291-4829 Nexonia Highly-configurable cloud-based ex-pense reports and timesheets solutions, seamlessly integrated with MS Dynamics, incl. VAT & multi-currency. With mobile apps for iOS, Android, BlackBerry 10 & Windows Mobile phones.
Retail
Metafile Information Systems, Inc.
http://www.metaviewer.com • 507-286-9232 MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solu-tions by adding integrated scanning, OCR, eInvoicing, workflow, and AP/AR Automation.
Software
Nexonia http://www.nexonia.com • 800-291-4829 Nexonia Highly-configurable cloud-based ex-pense reports and timesheets solutions, seamlessly integrated with MS Dynamics, incl. VAT & multi-currency. With mobile apps for iOS, Android, BlackBerry 10 & Windows Mobile phones.
Warehouse Management
ASC Software http://www.ascsoftware.com • 937-429-1428 ASCTrac Award winning, scalable & highly con-figurable WMS designed for Distribution, Manufacturing & 3PL operations of any type. Over 25 years of experience in advanced distribution solutions.
Lanham Associates® http://www.lanhamassoc.com 678-379-4200 ext. 105 ACE Warehousing© Flexibility from basic to advanced func-tionality. Receiving, picking, shipping, realtime inventory in NAV via wireless devices. Also grows to license plating, serial no. tracking & production output registration.
Tasklet Factory http://www.taskletfactory.com • +45 96 354 500 Mobile WMS for Microsoft Dynamics AX/NAV Mobile WMS is a user-friendly Mobile Warehouse Management solution with on/offline mode that integrates with standard Microsoft Dynamics AX/NAV.
WithoutWire www.withoutwire.com • 612-343-0404 WithoutWireTM Warehouse WMS Barcode mobile traceable lot se-rial tracked inventory for Manufacture Distributor Pharma Chemical CPG Food Field Service tech job ship EDI.
Wholesale Trade: Durable Goods
Lanham Associates® http://www.lanhamassoc.com 678-379-4200 ext. 105 Supply Chain Solutions Seamlessly simple Shipping, Inventory Management, WMS, & EDI Compliance. Best of Breed built inside NAV. More than 110,000+ users worldwide.
Sana Commerce http://www.sana-commerce.com • 646-362-0432 Sana Commerce Truly integrated B2B e-commerce that leverages existing ERP business logic to deliver a rich product catalog & automate web orders.
Wholesale Trade: Non-Durable Goods
Lanham Associates® http://www.lanhamassoc.com 678-379-4200 ext. 105 Supply Chain Solutions Seamlessly simple Shipping, Inventory Management, WMS, & EDI Compliance. Best of Breed built inside NAV. More than 110,000+ users worldwide.
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Accounting
Adra http://www.adra.com • +44 207 868 5171 BALANCER - Balance Sheet Reconciliation Software BALANCER allows you to replace cum-bersome spreadsheets and error-prone manual tasks with a full real-time overview of the entire balance sheet reconciliation process. Free up time and close faster with BALANCER.
Adra http://www.adra.com/ • +44 207 868 5171 TASK MANAGER - Financial Task Management Software TASK MANAGER is purpose built for finance teams and recurring processes. It streamlines the Financial Close and other administrational tasks and allows you to enforce and manage Internal Control.
Adra http://www.adra.com • +44 207 868 5171 ACCOUNTSTM 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.
BlackLine https://www.blackline.com/finance-controls-and-automation • 818-223-9008
NEW: BlackLine BlackLine's Finance Automation and Controls platform integrates with and complements Microsoft Dynamics (GP, AX, NAV) and enables fast growing companies to close the gaps left in financial close accounting processes.
ImageTag, Inc. http://www.kwiktag.com • 888-KWIK-TAG KwikTag KwikTag by ImageTag is ONE SYSTEM you need for document management and business process automation - without harming trees or your budget.
Affordable Care Act
Integrity Data http://www.integrity-data.com/software/aca-compliance/ • 888-786-6162 Integrity Data ACA Compliance Solution A 360° reporting & tracking engine that makes ACA compliance a non-issue with deep BI capabilities, this tool au-tomatically tracks eligibility and tests affordability, and generates and prints Form 1095-C.
Analytics
DataSelf http://www.dataself.com • 888-910-9802 DataSelf Analytics 5000+templates, Tableau, data drive-train means SMB value out of the box.
Asset Maintenance/MRO/EAM
COGEP Inc. http://www.cogep.com • 418-626-2503 ext. 144 GUIDE TI Powerful and user-friendly maintenance software. Control budget and reduce maintenance and unit cost. Increase efficiency and reduce downtime.
Automation
Adra http://www.adra.com • +44 207 868 5171 BALANCER - Balance Sheet Reconciliation Software BALANCER allows you to replace cum-bersome spreadsheets and error-prone manual tasks with a full real-time overview of the entire balance sheet reconciliation process. Free up time and close faster with BALANCER.
Adra http://www.adra.com/ • +44 207 868 5171 TASK MANAGER - Financial Task Management Software TASK MANAGER is purpose built for finance teams and recurring processes. It streamlines the Financial Close and other administrational tasks and allows you to enforce and manage Internal Control.
Adra http://www.adra.com • +44 207 868 5171 ACCOUNTSTM 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.
BlackLine https://www.blackline.com/finance-controls-and-automation • 818-223-9008
NEW: BlackLine BlackLine's Finance Automation and Controls platform integrates with and complements Microsoft Dynamics (GP, AX, NAV) and enables fast growing companies to close the gaps left in financial close accounting processes.
ImageTag, Inc. http://www.kwiktag.com • 888-KWIK-TAG KwikPayables KwikPayables automates the process of invoice transactions being captured, coded, routed, approved, stored and audited.
Budgeting
CALUMO, Inc.
http://www.calumo.com • 214-387-6030 CALUMO - Reporting, Budgeting & Forecasting CALUMO is THE single tool for reporting, budgeting & forecasting all Accountants love. CALUMO combines web/mobile/Excel/Word/PowerPoint to create & distribute ad-hoc analysis, reports, dashboards & planning templetes
Corporate Renaissance
Group http://www.crgroup.com/budgeting 613-232-4295 Budgeting & Costing CRGroup provides consulting expertise and leading solutions to streamline and improve budgeting, planning and costing. (Adaptive Insights, BOARD Software, CRG Cost Allocator, CRG FlexABM). Contact us to learn more.
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, Affordable.
Solver http://www.solverglobal.com • 310-691-5300 Solver - BI360 Suite Both Excel & Web-based Financial & Operational Reporting, Budgeting, Dashboards, & a pre-configured Data Warehouse w/ direct integration to Microsoft Dynamics.
Business Intelligence
CALUMO, Inc.
http://www.calumo.com • 214-387-6030 CALUMO - Reporting, Budgeting & Forecasting CALUMO is THE single tool for reporting, budgeting & forecasting all Accountants love. CALUMO combines web/mobile/Excel/Word/PowerPoint to create & distribute ad-hoc analysis, reports, dashboards & planning templetes .
DataSelf http://www.dataself.com • 888-910-9802 DataSelf Analytics 5000+templates, Tableau, data drive-train means SMB value out of the box.
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, Affordable.
Halo BI http://www.halobi.com • 888-300-0219 Halo BI Analytics and BI platform for self-service supply chain planning and data discovery. Enterprise scaled, rapidly implemented, data secured. Analyze, decide and plan faster than ever before. See demo live on halobi.com
Solver http://www.solverglobal.com • 310-691-5300 Solver - BI360 Suite Both Excel & Web-based Financial & Operational Reporting, Budgeting, Dashboards, & a pre-configured Data Warehouse w/ direct integration to Microsoft Dynamics.
ZAP http://www.zapbi.com • 415-889-5740 ZAP Business Intelligence ZAP provides 'Buy, Not Build' business intelligence for organizations using Microsoft Dynamics. ZAP's Trusted Analytics ensure your company is aligned through best practice metrics that deliver real business results.
Business Process Management
Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workflow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.
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docSTAR http://www.docstar.com • 888-docSTAR docSTAR eclipse Smart AP Automation docSTAR is the premier AP automation solution provider. SaaS or on-premises deployment options. Mobile access. Intelligent data capture. Advanced workflow. Microsoft Dynamics ERP integration.
DocuPhase http://www.DocuPhase.com 727-441-8228 ext. 626 DocuPhase DocuPhase is a powerful business process automation, document management, intelligent capture, analytics, and web forms platform. We provide packaged AP, Purchase Requisition, time/expense processes and more.
Metafile Information Systems, Inc.
http://www.metaviewer.com • 507-286-9232 MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solu-tions by adding integrated scanning, OCR, eInvoicing, workflow, and AP/AR Automation.
Check Printing
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.
Collaboration Platform
Higher Logic http://www.higherlogic.com • 202-360-4402 Higher Logic The leading cloud-based commu-nity platform used by organizations worldwide to bring people together in secure communities designed to ignite knowledge sharing, drive content creation and solve problems.
Compliance
Adra http://www.adra.com/ • +44 207 868 5171 TASK MANAGER - Financial Task Management Software TASK MANAGER is purpose built for finance teams and recurring processes. It streamlines the Financial Close and other administrational tasks and allows you to enforce and manage Internal Control.
Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management doc-link electronic document solutions support compliance mandates.
Greenshades Software
http://www.greenshades.com 888-255-3815 ext. 2 Greenshades Year End Forms Electronic distribution, print to blank paper, and fully automated mailing services help thousands of Greenshades clients create, distribute and electronically file their 1099, W-2 and 1095-C forms.
Integrity Data http://www.integrity-data.com/software/aca-compliance/ • 888-786-6162 Integrity Data ACA Compliance Solution A 360° reporting & tracking engine that makes ACA compliance a non-issue with deep BI capabilities, this tool automatically tracks eligibility and tests affordability, and generates and prints Form 1095-C.
Consumer Packaged Goods
Lanham Associates® http://www.lanhamassoc.com 678-379-4200 ext. 105 ACE - Advanced Commerce ERP EDI, ASN, Shipping, Carrier Manifest, Labels, Barcoding, TP Compliance, WMS, Forecasting & Replenishment. Best of breed built inside NAV replac-ing 7 disparate solutions. Seamless simplicity. 110,000+ users worldwide.
Contract/Project Management
Ariett http://www.ariett.com • 781-826-1120 Cloud Contract Management for Vendors, Capital Projects and Budgeting with Requisition/Invoice Tracking on Any Device Manage contracts/capital projects, commitments, dates & change orders.
Credit Card/Check Processing
ChargeLogic http://www.chargelogic.com • 877-292-2520 ChargeLogic Payments Leading PCI validated credit card & payment processing solution for NAV.
Customer Relationship Management
eBridge Connections
http://www.ebridgeconnections.com 800-755-6921 eBridge for CRM Cloud solution for seamless integration of customer & opportunity data.
Data Integration
eBridge Connections
http://www.ebridgeconnections.com 800-755-6921 eBridge Integration Solution The leading cloud integration platform for EDI, eCommerce & CRM systems.
Distribution
ASC Software http://www.ascsoftware.com • 937-429-1428 ASCTrac Award winning, scalable WMS for Distribution, Manufacturing & 3PL operations. Over 25 years of features & functions built-in.
Lanham Associates® http://www.lanhamassoc.com 678-379-4200 ext. 105 Supply Chain Solutions Seamlessly simple Shipping, Inventory Management, WMS, & EDI Compliance. Best of Breed built inside NAV. More than 110,000+ users worldwide.
Document Management
Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workflow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.
Datahaven for Dynamics http://www.datahaven4dynamics.com 757-222-2000 Datahaven for Dynamics Datahaven is the only scanning, OCR, and workflow solution natively embedded “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 docSTAR eclipse Smart AP Automation docSTAR is the premier AP automation solution provider. SaaS or on-premises deployment options. Mobile access. Intelligent data capture. Advanced workflow. Microsoft Dynamics ERP integration.
DocuPhase http://www.DocuPhase.com 727-441-8228 ext. 626 DocuPhase DocuPhase is a powerful business process automation, document management, intelligent capture, analytics, and web forms platform. We provide packaged AP, Purchase Requisition, time/expense processes and more.
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.
ImageTag, Inc. http://www.kwiktag.com • 888-KWIK-TAG KwikTag KwikTag by ImageTag is ONE SYSTEM you need for document management and business process automation - without harming trees or your budget.
Metafile Information Systems, Inc.
http://www.metaviewer.com • 507-286-9232 MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solu-tions by adding integrated scanning, OCR, eInvoicing, workflow, and AP/AR Automation.
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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. Workflow & Report imaging.
E-commerce
ChargeLogic http://www.chargelogic.com • 877-292-2520 ChargeLogic Connect Easy ecommerce integration w/ NAV. PCI-compliant cloud payment solution.
Clarity Ventures
http://www.partnerchannelclarity.com 800-928-8160 Clarity eCommerce Fully custom, scalable enterprise eCom-merce integrated with Dynamics for the best possible digital experience. Built in customized reporting, SEO, busi-ness intelligence and comprehensive administration features.
eBridge Connections
http://www.ebridgeconnections.com 800-755-6921 eBridge for eCommerce Cloud integration with 20+ eCommerce platforms eg. Magento, Amazon, eBay .
k-eCommerce http://www.k-eCommerce.com 855-k-eCommerce k-eCommerce A versatile, integrated B2B, B2C and Sales Portal eCommerce solution deployed in our PCI DSS certified cloud or on premise. Built-in CMS with SEO, responsive design, multilingual/multicurrency.
Sana Commerce http://www.sana-commerce.com • 646-362-0432 Sana Commerce Truly integrated B2B e-commerce that leverages existing ERP business logic to deliver a rich product catalog & automate web orders.
Vertex SMB http://www.VertexSMB.com/TheList 855-221-5885 Vertex SMB Sales & use tax automation with pay-as-you-go pricing and PDF returns.
EDI
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/thelist 866-575-1631 Vantage Point EDI for Dynamics EDI Made Simple for Dynamics: ERP integration without customization.
eBridge Connections
http://www.ebridgeconnections.com 800-755-6921 eBridge for EDI Cloud EDI solution, no transaction fees, 1000+ trading partners.
Lanham Associates® http://www.lanhamassoc.com 678-379-4200 ext. 105 EDI VAN Let Lanham be your one stop for EDI. Van, maps, managed services. We won’t lock you in. Full function, fair price. Lower cost of ownership.
Lanham Associates® http://www.lanhamassoc.com 678-379-4200 ext. 105 ACE - Advanced Commerce ERP EDI, ASN, Shipping, Carrier Manifest, Labels, Barcoding, TP Compliance, WMS, Forecasting & Replenishment. Best of breed built inside NAV replac-ing 7 disparate solutions. Seamless simplicity. 110,000+ users worldwide.
Lanham Associates® http://www.lanhamservices.com 678-999-3900 Managed EDI Services Did you know Lanham Services offers Managed EDI Services? Management of day-to-day EDI tasks & error resolution. A true turn-key EDI solution.
RedTail Solutions http://www.redtailsolutions.com 508-983-1900 RedTail EDI Freedom to Do Business: Stick to what you do best - our cloud service manages your EDI. Integrated with ERP/WMS/3PL systems. Lowest total cost.
Electronic Document Delivery (Email)/Faxing
Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workflow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.
Datahaven for Dynamics http://www.datahaven4dynamics.com 757-222-2000 Datahaven for Dynamics Datahaven is the only scanning, OCR, and workflow solution natively embedded “not simply integrated” throughout the Microsoft Dynamics user experience and available to non-Dynamics users from Microsoft Outlook.
Electronic Signatures
AssureSign LLC
http://www.assuresign.com • 407-670-0400 AssureSign Electronic Signature Software Integrated cloud or on-premise enterprise class Electronic Signatures.
Equipment Maintenance
COGEP Inc. http://www.cogep.com • 418-626-2503 ext. 144 GUIDE TI Powerful and user-friendly maintenance software. Control budget and reduce maintenance and unit cost. Increase efficiency and reduce downtime.
Expense Solutions
Ariett http://www.ariett.com • 781-826-1120 Cloud Expense Reporting Solution with Corporate Credit Cards, Travel Approval, Receipt Capture and Mileage Calculator on Any Device Empowers employees to submit ex-penses on the go & stay within policy.
DynamicPoint http://www.dynamicpoint.com • 844-396-7647 SharePoint Expense Reimbursement Solution Exclusively for Microsoft Dynamics Streamline employee expense reim-bursement with seamless integration to Dynamics. Out of the box integration with Budgeting, Credit Cards, Google Maps, Project Accounting, Analytical Accounting & More!
ImageTag, Inc. http://www.kwiktag.com • 888-KWIK-TAG KwikExpense KwikExpense automates and accelerates expense reporting, receipt capture and the report approval process, while mak-ing credit card reconciliation a breeze!
Nexonia http://www.nexonia.com • 800-291-4829 Nexonia Highly-configurable cloud-based ex-pense reports and timesheets solutions, seamlessly integrated with MS Dynamics, incl. VAT & multi-currency. With mobile apps for iOS, Android, BlackBerry 10 & Windows Mobile phones.
Paramount Technologies
http://www.paramounttechnologies.com 800-725-4408 WorkPlace Expense Web-based Travel Request and Expense entry. Mobile expense and receipt capture with integration to AP and Projects.
ReQlogic http://www.reqlogic.com • 734-302-2316 ReQlogic Expense Management ReQlogic’s Expense Management module enables employees to enter expense reports using a browser or phone interface, or Import expense transactions from a bank or credit card account. Real time integration.
Field Service Management
FieldConnect, Inc.
http://www.fieldconnect.com • 949-428-1540 FieldConnect Mobile Workforce Solutions FieldConnect is an end-to-end solution for workforce mobilization. Electronic work orders & timesheets, dispatch soft-ware, and customer portals are directly integrated with Microsoft Dynamics for maximum efficiency.
WithoutWire www.withoutwire.com • 612-343-0404 WithoutWireTM Field Service Field Service WMS Barcode mobile phone tablet lot serial tracked inventory Job Work Order part return depot tech install telecom oilfield inspect .
Financial Services
BlackLine https://www.blackline.com/finance-controls-and-automation • 818-223-9008
NEW: BlackLine BlackLine's Finance Automation and Controls platform integrates with and complements Microsoft Dynamics (GP, AX, NAV) and enables fast growing companies to close the gaps left in financial close accounting processes.
Nexonia http://www.nexonia.com • 800-291-4829 Nexonia Highly-configurable cloud-based ex-pense reports and timesheets solutions, seamlessly integrated with MS Dynamics, incl. VAT & multi-currency. With mobile apps for iOS, Android, BlackBerry 10 & Windows Mobile phones.
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General Ledger
Sikich http://www.ExcelIntegrator.com • 260-485-0665 Infinia Integrator GL Copy-Paste-Import single or multiple journal entries from Excel to Dynamics.
HR Management
ImageTag, Inc. http://www.kwiktag.com • 888-KWIK-TAG KwikTag KwikApps KwikApps automate any document, any department and any process with ONE SYSTEM that integrates directly with your Dynamics ERP.
Inventory Management
ASC Software http://www.ascsoftware.com • 937-429-1428 ASCTrac Award winning, scalable WMS for Distribution, Manufacturing & 3PL operations. Over 25 years of features & functions built-in.
Lanham Associates® http://www.lanhamassoc.com 678-379-4200 ext. 105 AFP (Advanced Forecasting and Procurement) for Manufacturing Forecasts inventory items as compo-nents or finished goods. Gain control.
Lanham Associates® http://www.lanhamassoc.com 678-379-4200 ext. 105 AFP (Advanced Forecasting and Procurement) for Distribution Best fit forecasting & multi-site replenish-ment with collaboration, promotions, drill-down & multiple rollup views. Unprecedented visibility.
Invoicing Enhancement
DynamicPoint http://www.dynamicpoint.com/products/invoice_automation.aspx • 844-396-7655 SharePoint Invoice Automation Solution Exclusively for Microsoft Dynamics Streamline Invoice/AP Processing with seamless integration to Dynamics GP & NAV. Out of the box integration with Budgeting, Jobs, Project Accounting, Analytical Accounting & More!
Lanham Associates® http://www.lanhamassoc.com 678-379-4200 ext. 105 AFP (Advanced Forecasting and Procurement) for Distribution Best fit forecasting & multi-site replenish-ment with collaboration, promotions, drill-down & multiple rollup views. Unprecedented visibility.
Labeling
Lanham Associates® http://www.lanhamassoc.com 678-379-4200 ext. 105 E-Ship Label Formatter Formats customized and carrier labels inside the shipping system.
Manufacturing Enhancement
Horizons International
http://www.qualityessentialssuite.com 866-949-9504 ext. 811 Quality Essentials Suite Quality Management System integrates to all Dynamics products. Used in chemicals, food and other regulated industries. Control layouts for certificates of analysis, comply with ISO standards, manage lot holds.
Payables Enhancement
Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workflow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.
Ariett http://www.ariett.com • 781-826-1120 Cloud AP Invoice Solution with Document Automation, Budget Checking, GL Distributions, Intercompany, Tax Allocations, Multicurrency and 1099 One-step, paperless AP processing with approval workflow, on any device.
DocuPhase http://www.DocuPhase.com 727-441-8228 ext. 626 DocuPhase DocuPhase is a powerful business process automation, document management, intelligent capture, analytics, and web forms platform. We provide packaged AP, Purchase Requisition, time/expense processes and more.
DynamicPoint http://www.dynamicpoint.com/ • 844-396-7654 SharePoint Accounts Payable Automation Solution Exclusively for Microsoft Dynamics Streamline Invoice/AP Processing with seamless integration to Dynamics GP & NAV. Out of the box integration with Budgeting, Jobs, Project Accounting, Analytical Accounting & More!
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.
ImageTag, Inc. http://www.kwiktag.com • 888-KWIK-TAG KwikPayables KwikPayables automates the process of invoice transactions being captured, coded, routed, approved, stored and audited.
MHC Software, Inc.
http://www.mhcsoftwareinc.com 952-882-3341 Electronic Payment Notifications Email and/or fax remittance advices to vendors rather than printing and mailing. System also can be used for employee reimbursements. Huge cost and time savings. Fast ROI.
Paramount Technologies
http://www.paramounttechnologies.com/Solution_InvoiceAutomation.aspx 800-725-4408 WorkPlace AP Invoice Automation Enforce spend management and ap-provals for PO and non-PO Invoices.
ReQlogic http://www.reqlogic.com • 734-302-2316 ReQlogic ReQlogic is a browser-based employee productivity suite providing solutions for eProcurement, requisitions, vendor invoices, time & expense, and advanced workflow.
Payroll Enhancement
Greenshades Software
http://www.greenshades.com 888-255-3815 ext. 2 Greenshades Year End Forms Electronic distribution, print to blank paper, and fully automated mailing services help thousands of Greenshades clients create, distribute and electronically file their 1099, W-2 and 1095-C forms.
Integrity Data http://www.integrity-data.com/software/aca-compliance/ • 888-786-6162 Integrity Data ACA Compliance Solution A 360° reporting & tracking engine that makes ACA compliance a non-issue with deep BI capabilities, this tool automatically tracks eligibility and tests affordability, and generates and prints Form 1095-C.
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.
Portals
DynamicPoint http://www.dynamicpoint.com • 844-396-7647 Employee, Vendor & Customer Portals Integrated with Microsoft Dynamics Extend crucial Microsoft Dynamics data with custom SharePoint Portals.
Sana Commerce http://www.sana-commerce.com • 646-362-0432 Sana Commerce Truly integrated B2B e-commerce that leverages existing ERP business logic to deliver a rich product catalog & automate web orders.
Procurement Management
Ariett http://www.ariett.com • 781-826-1120 Cloud Requisition, PO, Invoice and Contract Solution with Catalogs, cXML Punch-out and Budget Checking on Any Device Empowers employees to generate savings from any phone/tablet/laptop.
DynamicPoint http://www.dynamicpoint.com • 844-396-7653 SharePoint Procurement Management Solution Exclusively for Microsoft Dynamics Streamline procurement processing with seamless integration to Dynamics GP & NAV. Out of the box integration with Budgeting, Receiving, Jobs, Project Accounting, Analytical Accounting & More!
Lanham Associates® http://www.lanhamassoc.com 678-379-4200 ext. 105 AFP (Advanced Forecasting and Procurement) for Distribution Best fit forecasting & multi-site replenish-ment with collaboration, promotions, drill-down & multiple rollup views. Unprecedented visibility.
Paramount Technologies
http://www.paramounttechnologies.com 800-725-4408 WorkPlace Requisition and Procurement Requisition, PunchOut, Check Request, Budget Compliance, RFQ, PO Generation, Receiving, Invoice Matching & Vendor Contract Compliance.
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ReQlogic http://www.reqlogic.com • 734-302-2316 ReQlogic ReQlogic is a browser-based employee productivity suite providing solutions for eProcurement, requisitions, vendor invoices, time & expense, and advanced workflow.
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.
Project Accounting
Journyx http://www.journyx.com • 800-755-9878
NEW: Journyx Inc. Time and expense tracking and resource management solution that enhances Microsoft Dynamics project account-ing functionality with data validations, multi-approval levels, accrual calcula-tions & more.
Purchase Order Processing Enhancement
Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workflow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.
DynamicPoint http://www.dynamicpoint.com • 844-396-7652 SharePoint Requisition Management Solution Exclusively for Microsoft Dynamics Streamline procurement processing with seamless integration to Dynamics GP & NAV. Out of the box integration with Budgeting, Receiving, Jobs, Project Accounting, Analytical Accounting & More!
Paramount Technologies
http://www.paramounttechnologies.com 800-725-4408 WorkPlace Requisition and Procurement Requisition, PunchOut, Check Request, Budget Compliance, RFQ, PO Generation, Receiving, Invoice Matching & Vendor Contract Compliance.
Quality Control
Horizons International
http://www.qualityessentialssuite.com 866-949-9504 ext. 811 Quality Essentials Suite Quality Management System integrates to all Dynamics products. Used in chemicals, food and other regulated industries. Control layouts for certificates of analysis, comply with ISO standards, manage lot holds.
Reconciliation
Adra http://www.adra.com • +44 207 868 5171 BALANCER - Balance Sheet Reconciliation Software BALANCER allows you to replace cum-bersome spreadsheets and error-prone manual tasks with a full real-time overview of the entire balance sheet reconciliation process. Free up time and close faster with BALANCER.
Adra http://www.adra.com • +44 207 868 5171 ACCOUNTSTM 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.
Reporting
CALUMO, Inc.
http://www.calumo.com • 214-387-6030 CALUMO - Reporting, Budgeting & Forecasting CALUMO is THE single tool for reporting, budgeting & forecasting all Accountants love. CALUMO combines web/mobile/Excel/Word/PowerPoint to create & distribute ad-hoc analysis, reports, dashboards & planning templetes .
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, Affordable.
Solver http://www.solverglobal.com • 310-691-5300 Solver - BI360 Suite Both Excel & Web-based Financial & Operational Reporting, Budgeting, Dashboards, & a pre-configured Data Warehouse w/ direct integration to Microsoft Dynamics.
Sales Order Processing Enhancement
Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workflow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.
Sales Tax
Vertex SMB http://www.VertexSMB.com/TheList 855-221-5885 Vertex SMB Sales & use tax automation with pay-as-you-go pricing and PDF returns.
Scheduled Maintenance
COGEP Inc. http://www.cogep.com • 418-626-2503 ext. 144 GUIDE TI Powerful and user-friendly maintenance software. Control budget and reduce maintenance and unit cost. Increase efficiency and reduce downtime.
Security
Mergetool.com http://www.mergetool.com/easysecurity.html 678-666-2100 NAV Easy Security from Mergetool.com Complete security solution for NAV. Permission Recorder, Role Builder, SOX compliant roles verified for Segregation of Duties. Field Level and Data Security-hide fields on forms and pages, filter data users can see
Shipping/Manifesting
ChargeLogic http://www.chargelogic.com • 877-292-2520 ChargeLogic Shipping Intelligent, easy shipping for NAV. Accurate rate quotes and tracking.
Lanham Associates® http://www.lanhamassoc.com 678-379-4200 ext. 105 E-Ship Seamlessly simple shipping built inside NAV. Ship from sales order thru manifest. Carriers, packing, labeling, intl, BOL, LTL. Automatic ASNs.
Supply Chain Management
ASC Software http://www.ascsoftware.com • 937-429-1428 ASCTrac Award winning, scalable WMS for Distribution, Manufacturing & 3PL operations. Over 25 years of features & functions built-in.
Data Masons Software
http://www.datamasons.com/thelist 866-575-1631 Vantage Point EDI for Dynamics EDI Made Simple for Dynamics: ERP integration without customization.
Halo BI http://www.halobi.com • 888-300-0219 Halo BI Analytics and BI platform for self-service supply chain planning and data discovery. Enterprise scaled, rapidly implemented, data secured. Analyze, decide and plan faster than ever before. See demo live on halobi.com
Lanham Associates® http://www.lanhamassoc.com 678-379-4200 ext. 105 Supply Chain Solutions Seamlessly simple Shipping, Inventory Management, WMS, & EDI Compliance. Best of Breed built inside NAV. More than 110,000+ users worldwide.
Tax
Greenshades Software
http://www.greenshades.com 888-255-3815 ext. 2 Greenshades Year End Forms Electronic distribution, print to blank paper, and fully automated mailing services help thousands of Greenshades clients create, distribute and electronically file their 1099, W-2 and 1095-C forms.
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Vertex SMB http://www.VertexSMB.com/TheList 855-221-5885 Vertex SMB Sales & use tax automation with pay-as-you-go pricing and PDF returns.
Time and Attendance
Journyx http://www.journyx.com • 800-755-9878
NEW: Journyx Inc. Time and expense tracking and resource management solution that enhances Microsoft Dynamics project account-ing functionality with data validations, multi-approval levels, accrual calcula-tions & more.
Travel Expense Management
DynamicPoint http://www.dynamicpoint.com • 844-396-7650
NEW: SharePoint Expense Reimbursement Solution Exclusively for Microsoft Dynamics Streamline employee expense reim-bursement with seamless integration to Dynamics. Out of the box integration with Budgeting, Credit Cards, Google Maps, Project Accounting, Analytical Accounting & More!
ImageTag, Inc. http://www.kwiktag.com • 888-KWIK-TAG KwikExpense KwikExpense automates and accelerates expense reporting, receipt capture and the report approval process, while mak-ing credit card reconciliation a breeze!
Nexonia http://www.nexonia.com • 800-291-4829 Nexonia Highly-configurable cloud-based ex-pense reports and timesheets solutions, seamlessly integrated with MS Dynamics, incl. VAT & multi-currency. With mobile apps for iOS, Android, BlackBerry 10 & Windows Mobile phones.
Workflow / Notifications
Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workflow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.
Datahaven for Dynamics http://www.datahaven4dynamics.com 757-222-2000 Datahaven for Dynamics Datahaven is the only scanning, OCR, and workflow solution natively embedded “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 docSTAR eclipse Smart AP Automation docSTAR is the premier AP automation solution provider. SaaS or on-premises deployment options. Mobile access. Intelligent data capture. Advanced workflow. Microsoft Dynamics ERP integration.
DynamicPoint http://www.dynamicpoint.com • 844-396-7648 SharePoint Workflow Solutions that Integrate with Microsoft Dynamics Custom SharePoint workflows integrated with Dynamics GP, NAV and CRM.
Esker Inc http://www.esker.com • 800-368-5283 Document Process Automation Addressing processes like accounts payable, accounts receivable, and sales order processing, Esker solutions enable companies to automate the reception, processing and sending of documents with one platform.
ImageTag, Inc. http://www.kwiktag.com • 888-KWIK-TAG KwikTag KwikApps KwikApps automate any document, any department and any process with ONE SYSTEM that integrates directly with your Dynamics ERP.
Metafile Information Systems, Inc.
http://www.metaviewer.com • 507-286-9232 MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solu-tions by adding integrated scanning, OCR, eInvoicing, workflow, and AP/AR Automation.
MHC Software, Inc.
http://www.mhcsoftwareinc.com 952-882-3341 MHC Workflow Easily route documents needing ap-proval- invoices, HR docs, etc. electroni-cally. Ensures they are not lost, stalled or misplaced.
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“The List provides a fast and easy way for Microsoft Dynamics users to fi nd the perfect solutions to fi t their needs. All
the leading solutions are there in one place. Having access to The List on your mobile device makes fi nding what you
need easy no matter where you are—at the airport, in a meeting, or on the road.”
Karen TranChargeLogic
Learn why Karen with ChargeLogic likes The List:
KEY: Axapta Great Plains Navision Solomon Customer Relationship Management Retail Management System Point of Sale
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Application Service Provider/Hosting
RoseASP http://www.roseasp.com • 858-794-9403 RoseASP Hosted Microsoft Dynamics on Azure/Private/Hybrid Cloud Solutions. Comprehensive pricing model for SPLA/Subscription Licensing - financially backed uptime guarantee. SSAE-16 data centers, SOX, HIPAA, FDA Compliancy.
WatServ http://www.watserv.com 866-531-2598 ext. 2311 Global leader of Hosted MS Dynamics ERP & CRM Offering Private, Hybrid, and Azure managed services with world class 24/7/365 global support for LE and SMB clients. Any Time, Anywhere, Any Reason – Guaranteed!
Azure Managed Cloud Services
WatServ http://www.watserv.com 866-531-2598 ext. 2311 Global leader of Hosted MS Dynamics ERP & CRM Offering Private, Hybrid, and Azure managed services with world class 24/7/365 global support for LE and SMB clients. Any Time, Anywhere, Any Reason – Guaranteed!
Business Portal Development
DynamicPoint http://www.dynamicpoint.com • 844-396-7647 Dynamics Business Portal Enhanced with SharePoint Customizations Extend the out-of-box Dynamics Portal with SharePoint Customizations.
Cloud Computing
Data Resolution, LLC
http://www.dataresolution.net • 877-878-9108 ERP Clouds Data Resolution is dedicated to deliver-ing private ERP & CRM cloud services branded as the partners brand. We keep all of our cloud customers optimized & working 24 hours a day, worldwide for the last 15 years.
Myappsanywhere
http://www.myappsanywhere.com 888-636-HOST Premier Cloud Computing Provider Myappsanywhere delivers an integrated suite of cloud-based Microsoft Dynamics and ISV applications, including 99.999% uptime, customizations and secure storage in its privately owned, SSAE 16 data center facilities.
WatServ http://www.watserv.com 866-531-2598 ext. 2311 Global leader of Hosted MS Dynamics ERP & CRM Offering Private, Hybrid, and Azure managed services with world class 24/7/365 global support for LE and SMB clients. Any Time, Anywhere, Any Reason – Guaranteed!
Custom Development
Journyx http://www.journyx.com • 800-755-9878
NEW: Journyx Inc. Time and expense tracking and resource management solution that enhances Microsoft Dynamics project account-ing functionality with data validations, multi-approval levels, accrual calcula-tions & more.
Implementation Services
Journyx http://www.journyx.com • 800-755-9878
NEW: Journyx Inc. Time and expense tracking and resource management solution that enhances Microsoft Dynamics project account-ing functionality with data validations, multi-approval levels, accrual calcula-tions & more.
Managed Services
RedTail Solutions http://www.redtailsolutions.com • 508-983-1900 RedTail EDI Freedom to Do Business: Stick to what you do best - our cloud service manages your EDI. Integrated with ERP/WMS/3PL systems. Lowest total cost.
Ma nufacturing Implementation & Consulting
SCS Inc. http://scsdynamics.com • 800-655-5284
NEW: Cost-effective Manufacturing Solutions for Microsoft Dynamics NAV Premier NAV provider in manufacturing industry 20+ years. Hundreds of successful complex manufacturing implementa-tions. Experts in MRP/WMS/EDI.
Marketing Planning & Services
Looking Glass Marketing
http://www.lookingglassmarketing.com614-453-5927Cost-effective Marketing Solutions for Microsoft Dynamics PartnersAward-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 fill your sales pipeline.
Member Organizations
ERP Software Blog
http://www.groupbloggers.com • 888-800-0999 ERP Software Blog/CRM Software Blog Group blog sites for VAR/ISV partners to increase SEO, web traffic,leads
OnDemand Trials
RoseASP http://www.goERPcloud.com • 855-ERP-CLOUD ERP Cloud Trials Test drive preconfigured Microsoft Dynamics industry specific demo envi-ronments with integrated ISV solutions built for the web. goERPcloud trials help users understand the power of Dynamics and the cloud.
Sales Tax Management Service
Vertex SMB http://www.VertexSMB.com/TheList 855-221-5885 Vertex SMB Sales & use tax automation with pay-as-you-go pricing and PDF returns.
SharePoint Development
DynamicPoint http://www.dynamicpoint.com • 844-396-7647 Exclusive Source for Microsoft Dynamics & SharePoint Integration Portals, Business Automation & Custom Products integrated with Dynamics.
Upgrades
InterDyn BMI http://www.interdynbmi.com • 866-264-3249 InterDyn BMI Microsoft Gold Certified provider of innovative solutions for over 30 years.
SCS Inc. http://scsdynamics.com • 800-655-5284
NEW: Cost-effective Upgrades for Microsoft Dynamics NAV Gold Partner 500+ NAV implementa-tions & upgrades. Ask for a free quote!
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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