2015 q1 - gpug magazine
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NEW ONESOURCE SERIES: TIME TO UPGRADE!
THE DISH ON MICROSOFT DYNAMICS GP 2015
THE BIG LEAP PLANNING YOUR UPGRADE
Q1 2015 WWW.GPUG.COM
Don’t miss our video on Form 1095-C: How Offers of Coverage Dictate GP Payroll Setups
bit.ly/Form1095CinGPwww.sypnio.com 815-656-4000
SYPNIO ACA REPORTING Extends tracking for deeper, internal reporting Determines employee eligibility for coverage Tests affordability of coverage offered Unifi es reporting for multiple GP databases
Works in V10 to GP2015 Is backed by well-informed support One-time, cost-effective investment No need for HR module
IRS sledgehammerACA penalty for offering
no health insurance
IRS tack hammerACA penalty for offering non-compliant coverage
IF YOUR COMPANY HAS... many hourly workers lower-wage workers varying work schedules seasonal hiring frequent turnover
and you’re running payroll on Microsoft Dynamics GP, get the Affordable Care Act add-on for GP Payroll
and pinpoints your ACA risk.
Know when to
take cover from
the ACA penalties
that, come 2016,
will be calculated
monthly for IRS
reporting fi led for
CY2015.
Q1 2015 www.gpug.com
In Every Issue
5 From the Director
7 Meet the Leaders
8 Events
11 Welcome to Our New Members
12 Chapter News
26 What’s Trending: Microsoft Azure
27 Word Find
32 Volunteer of the Quarter: Belinda Allen
33 Name That Photo Contest
45 Academy Corner
46 On Topic
48 Find the Logo Contest
49 The GP List, from The Partner Channel Features
14 Member in Action South Adams County Water & Sanitation District
16 Why (or Why Not) Microsoft Dynamics GP 2015?
20 User Member Showcase Southeastern Freight Lines, Inc.
22 Tips & Tricks Microsoft Dynamics GP Backups with Windows Azure Blob Storage Service
25 What’s New on the GPUG Website
28 Microsoft Member Showcase Jeff Trosen
30 Tips & Tricks Favorite Excel Formulas – Part I
36 ISV Partner Member Showcase The ISV Compatibility Chart
39 GPUG Volunteer Opportunities
40 Top 10 Upgrading Tips
42 Tips & Tricks Speeding Up the Upgrade Process
44 Thank You to the GPUG Summit 2014 Sponsors
47 In Your Words
ARE YOU COMPATIBLE?CHECK OUT THE ISV CHART
THE DISH ON MICROSOFT DYNAMICS GP 2015
THE BIG LEAP PLANNING YOUR UPGRADE
Q1 2015 WWW.GPUG.COM
Advertiser Index
ACOM Solutions, Inc. . . . . . . . . . . . . . . 6
Altec . . . . . . . . . . . . . . . . . . . . . . . . . . 29
Blue Moon / Mercury . . . . . . . . . . . . . . 4
Business Computers (Time Matrix) 15
Dynamic Budgets . . . . . . . . . . . . . . . . 43
GPUG Sandbox . . . . . . . . . . . . . . . . . 33
GPUG Summit 2015 . . . . . . . . . . . . . . 10
Integrity Data . . . . . . . . . . . . . . . . . . . 38
Kamp-Data, Inc. . . . . . . . . . . . . . . . . . 21
k-eCommerce . . . . . . . . . . . . . . . . . . . 19
KTL Solutions, Inc. . . . . . . . . . . . . . . . 24
Liaison Software Corporation . . . . . . 47
Mekorma . . . . . . . . . . . . . . . . . . . . 34-35
MetaViewer from Metafile . . . . . . . . . 68
Sierra Workforce Solutions . . . . . . . . 31
Solver . . . . . . . . . . . . . . . . . . . . . . . . . 67
Sypnio Software . . . . . . . . . . . . . . . . . . 2
contents
Tweet It!
What’s
your most
important
goal related
to Microsoft
Dynamics
GP? Share
your thoughts
on Twitter
#GPUG.
Q1 2015 | 3
Get ahead of the game with Blue Moon’s Credit Card Payments — powered by Mercury®
800.846.4472www.mercurypay.com
401.276.9000 www.bluemoonisv.com
Learn more about how Blue Moon and Mercury will benefit your business.
Why Mercury?Integrated processing platform
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Why Blue Moon?Support for Pre-authorization, Sales (capture),
Adjust, Returns, Voids, Voice Authorization
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Ability to store multiple credit cards per
customer, default cards by customer or
customer location
Allows multiple credit cards per sales document
Payment By Statement option allows for
scheduled payments for on-account customers
Support for batch processing
Mercury® delivers fast, reliable and secure payment processing, optimized for Microsoft Dynamics® GP. With Mercury’s award-winning processing already built into Microsoft Dynamics GP, merchants can accept the most common payment types and card brands, while enjoying reliable uptime, real-time transaction viewing and more. By working with Mercury and Blue Moon merchants can have state of the art ERP technology with integrated payment processing, at a much lower cost.
*Available for merchants who meet eligibility requirements. Certain restrictions and limitations apply; not available in Canada. Microsoft Dynamics® is a registered trademark of Microsoft Corporation.
L
Be sure to visit
Blue Moon and Mercury
at Convergence 2015!
Check out this quote from author Mike Murdock: “The secret of your future
is hidden in your daily routine.” How true is that? This is a thought for the
day when it comes to your professional life. During my years as a working
adult, I’ve observed many successful as well as many troubled co-workers.
I’ve found that those who have discipline and a plan are typically the ones who are on top
and less stressed.
GPUG® brings opportunity to your daily routine. We offer education and networking
opportunities with fellow Microsoft Dynamics GP Users. By building a routine of learning
in your career, you will not only learn how to improve what you do and get out the door
faster each day, but you will also help those around you. Learning will continue to make your
company more successful by honing your knowledge to make timely business decisions
from real-time data.
At this point in my career, I can say it’s important to build a routine. I challenge each of
you to do the following every Monday morning:
» Look at the GPUG Events newsletter and see what learning opportunities are available
for you and your teammates.
» Book a recurring Outlook appointment for viewing conversations happening online at
www.gpug.com.
» Attend face-to-face events so you can increase your “net worth”. Knowing others in our
network adds value when you need assistance or you are looking for new professionals
for your company.
This magazine helps in setting routines around upgrading and processes. Our last issue
covered Microsoft’s newly released Microsoft Dynamics GP 2015 and its benefits. This issue
now pushes you forward in preparing for your next upgrade. With the planned releases
Microsoft offers, it’s to your advantage to keep moving forward with a cadence. Making it
a routine and not an event helps you and your company, so learn more from the magazine
on tips and tricks related to upgrading and processes, and then plan accordingly – it’s an
exciting time.
Dig into this issue. Enjoy reading about fellow GPUG Members and their professional
experiences. GPUG is blessed to have volunteers who help the community learn and
prosper. We work to recognize Members who are there for GPUG, day in and day out. The
next time you collaborate with them on our website, say THANK YOU! They are the ones
who move our community forward.
We encourage you to step up and participate, and to take time to plan a better routine.
Start today, and make positive forward-motion changes. GPUG is there to help you along
the way!
Kim Peterson
GPUG Director
Going to the Next Level...
Sherry Linares
letterfrom the gpug director
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What’s in a
Routine?
Kim Peterson
Q1 2015 | 5
leadersmee t your gpug l e aders
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financial systems administrator
ExamWorks, Inc.
Frank.heslin@examworks.com
What does your company do?We provide independent medical examinations (IMEs), peer and
bill reviews, medical compliance, and other related services.
How many Microsoft Dynamics GP Users do you have?We have 79 concurrent licenses and about 120 Users.
Which product version are you using? Microsoft Dynamics GP 2010 SP3 (we’re planning to upgrade to
Microsoft Dynamics GP 2015 in Q2/3 of this year).
What are you looking forward to with your leadership involvement? Keeping GPUG® moving forward. It has come a long way from
when I first joined back in 2010…and yet it has plenty of room to
grow! I want to remember and honor the leaders that came before
me, help continue to spread the word about GPUG, and, as always,
help Users get more out of Microsoft Dynamics GP!
Frank Heslin
senior financial systems
analyst
Southeastern Freight Lines,
Inc. (SEFL)
Shawn.dorward@sefl.com
What does your company do? SEFL is a less than truckload (LTL) freight company.
How many Microsoft Dynamics GP Users do you have? We have more than 35 Users.
Which product version are you using? We’re on Microsoft Dynamics GP 2010.
What are you looking forward to with your leadership involvement? I am looking forward to helping ensure that GPUG benefits continue
to provide Users with valuable resources and opportunities for
success.
Shawn Dorward
Q1 2015 | 7
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GPUG® Academy Pre-Conference
Training
October 12 – 13 | Reno, Nevadawww.gpugsummit.com/reno
GPUG Summit 2015
October 14 – 16 | Reno, Nevada www.gpugsummit.com/reno
Academy Courses
March 5 – Understanding the Microsoft Dynamics GP Data
Model – Where Does My Information Go?
March 5 – Advanced A/P Topics – Getting Started with
Purchase Order Processing
March 6 – Introduction to Management Reporter
March 27 – Advanced Management Reporter
Chapter Meetings
March 11 – Massachusetts | Boston
March 12 – Texas | Austin
March 26 – New York | Albany
March 27 – Florida | Tampa Bay
Webinars
March 5 – Microsoft Dynamics GP 2015 Take Ten 10@10:
Build an App with Mariano
March 10 – Lunch & Learn Series: 100 Products in 50
Minutes
March 12 – Microsoft Dynamics GP 2015 Take Ten 10@10:
Payment Terms Unleashed!
March 25 – Microsoft Dynamics GP 2015 Take Ten 10@10:
Microsoft Dynamics GP 2015 Human Resource and Payroll
– The Hidden Features You Did Not Know
April 13 – Builder Monday SIG: Troubleshooting Session!
April 14 – Lunch & Learn: Be a Dashboard All Star with
Microsoft Dynamics GP and Excel
April 15 – HR/PR SIG: Microsoft Dynamics GP Workflow –
What it Can and Can’t Do
April 16 – GPUG Membership Benefits Overview &
Orientation
May 12 – Microsoft Dynamics GP Streamlined: Speed Up
Everyday Processing
May 21 – GPUG Membership Benefits Overview &
Orientation
June 9 – Lunch & Learn: Routines in Microsoft Dynamics
GP: Gotta Have ’Em
June 18 – GPUG Membership Benefits Overview &
Orientation
July 13 – Builder Monday SIG: Troubleshooting Session!
July 16 – GPUG Membership Benefits Overview &
Orientation
The event calendar on www.gpug.com and the weekly
GPUG Event Guide are your best sources for the latest
GPUG event information as this list is subject to change.
Events are added weekly, so check back often and get
registered for the next exciting GPUG event.
8 | GPUG Magazine
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OneSource Webinar Series
With today’s fast-moving business requirements, you need to have
a solid software upgrade plan, not only on Microsoft Dynamics GP,
but also on other integrated solutions as well.
The OneSource Series is a quick and convenient way to find in-
teractive, educational webinars that dive into topics on the top of
GPUG® Members’ minds. The OneSource Series is available exclu-
sively to GPUG Members and provides you with the education you
need to help you upgrade smoothly. Get valuable tips and tricks, tools
to leverage, and timely advice so upgrades are a part of your process,
not an event!
The schedule for upcoming OneSource sessions in April and May
is below. Following each session, recordings will be posted in the
GPUG Library for Members so that you can get a refresher or listen
to the sessions when convenient for you.
Learn more and register today at www.gpug.com/onesource.
Learn more and register today at
www.gpug.com/onesource
April 9, 1:00 p.m. ET
50 Tips in 50 Minutes: Upgrading Microsoft Dynamics GP
April 9, 3:00 p.m. ET
Migrating from Microsoft FRx?
April 21, 1:00 p.m. ET
Mariano’s Toolbox: Upgrading to Microsoft Dynamics GP
2015 for Dummies
April 22, 1:00 p.m. ET
30 Upgrade Resources in 30 Minutes
April 28, 1:00 p.m. ET
Lift and Shift – Moving Microsoft Dynamics GP
into the Cloud
May 7, 3:00 p.m. ET
Part 1: Upgrade Assessment
May 13, 11:00 a.m. ET
Part 2: Upgrade Preparation
May 13, 2:00 p.m. ET
Part 3: The Upgrade - Best Practices
May 19, 1:00 p.m. ET
Part 4: Testing, Testing & MORE Testing
May 19, 3:00 p.m. ET
Part 5: The Upgrade Roll-Out - Best Practices
Q1 2015 | 9
REGISTER TODAY!
RENO TAHOE 2015●
®
October 12-16, 2015
Learn more today about this must-attend event:
gpugsummit.com
I was able to have meaningful conversations with other Dynamics GP users and experts around topics that are relevant to our current environment. - Holly K.
What she said...“
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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360 Yield Center
AccTech Consulting
Advanced Urology Institute, LLC
AE Smith
Allied Wallet, Inc
Anne Carlsen Center
Armada
Author Solutions, Inc.
Avante Group
Bankers Healthcare Group, Inc.
Blommer Chocolate
Blue Box Group, Inc
BNI Coal, Ltd.
Bone & Joint Clinic
Brattleboro Retreat
Business Risk Partners
Cereus Properties, LLC
Chase Petroleum Services
Chem Group Inc.
Climatec Inc.
Connecticut Conference of Municipalities (CCM)
Consolidated Investment Group
Consolidated Water Ltd.
ConsultNet LLC
Coquille Valley Hospital
Detroit Metro Convention & Visitors Bureau
Ditch Witch
Elizabeth Glaser Pediatric AIDS Foundation
Filter, LLC
Firelands Physician Group
Frontier Supply Chain Solutions Inc.
GCS Supply, LLC
Goodwill of Greater Washington
Groendyke Transport
H.W. Culp Lumber Company
Hanover Consumer Cooperative
Huron Area Center for Independence
Jacobs Entertainment, Inc.
Just Energy Corp
KC Dynamics Enterprises Inc.
Kittle’s Home Furnishings Center, Inc.
K-Rain Manufacturing
Legumex Walker Canada Inc.
Lipman Brothers
Lutheran Services Carolinas
Monteris Medical Inc.
Morrison Companies
National Association of Tax Professionals
Northwest Center
Ottawa Children’s Treatment Centre
Pheasants Forever, Inc.
Philhaven
Provco Group
Quonset Development Corporation
Rancho Santa Fe Fire Protection District
RDI USA Inc
Renewable NRG Systems
RetroFit Technologies, Inc.
Rice Fruit Company
Rutland Regional Medical Center
Safe-Guard Products
International, LLC
Securtek Monitoring Solutions
ShuBee
Signature Healthcare LLC
Social Security Board Belize
Soft Surroundings
South County Mental Health Center, Inc.
Spirit Lake Casino & Resort
Sun Trading LLC
Swisher Hygiene
Tennessee Orthopaedic Alliance
The Alberta New Home Warranty Program (ANHWP)
The Blood and Tissue Center of Central Texas
The Christian and Missionary Alliance
The McGregor Company
The Meadows
The Phoenix Group
The Powell Group
The Washington Center for Internships and Academic Seminars
Thirty-One Gifts
TKO Electronics, Inc
Toho Water Authority
Top Shelf Manufacturing, LLC
Valley Queen Cheese Factory
Veridian Connections Inc
Vogue International
Wallner Tooling Expac Inc
Wyandotte Tribe of Oklahoma
Meet one of our
newest Members...
Thirty-One Gifts
Thirty-One Gifts, founded in 2003, is one
of the leading direct-selling companies in
the United States, with distinctive functional
products that range from personalized
home organization solutions to premium
faux-leather purses, pockets, and wallets.
Based in Columbus, Ohio, Thirty-One’s
products are sold through more than
106,000 independent sales consultants via
home parties.
“After attending GPUG Summit in
St. Louis for the first time last year, we
realized how valuable not only the training
programs were, but also simply networking
with other business Users,” says Katie
Reynolds, director of accounting for Thirty-
One. “We believe GPUG will help enable
us to use Microsoft Dynamics GP to its full
potential.”
Learn more about Thirty-One at www.
thirtyonegifts.com. GPUG
New GPUG User Members
ACOM Solutions, Inc
ACTIS LLC
Altico Advisors
Business Growth & Performance Improvement
Dynavistics, Inc.
Finansys Solutions
Go Integration, Inc.
ICON Business Consulting, LLC
International Software Systems
Logan Consulting
Red Three Consulting, Inc.
Smith Accounting & IT Solutions, LLC
SteveA Financial Systems, LLC
TD Carpenter & Associates, Inc.
New GPUG Partner Members
Welcome to the new Members who have invested in GPUG® User and Partner membership this year! Each new Member adds value
not only to their own organization, but also to the entire GPUG community as they share their knowledge and experiences.
The Thirty-One team at its home office.
Visit www.gpug.com/membership/mgam to participate in the GPUG Member Get A Member Program.
Abra Gilman
Ann Barry
Barbara Gavron
Beth Burrell
Brad Jones
Gary Siebenlist
Laura Lupardus
Sandeep Bowenapally
Shannon Mullins
Sonia Aggarwal
Sue Kapis
Trang Smith
Zach Ungerman
Thank you to the following Members
for participating in the GPUG
Member Get a Member Program:
Q1 2015 | 11
Up-and-coming Chapter
NEBRASKA
Chapter LeaderMarisa Beekmanhuman resource associateOutlook Nebraska, IncMbeekman@outlooknebraska.com
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Marisa Beekman is the leader of the Nebraska chapter, a group that is starting their
second year of meetings and gaining momentum.
“We have had three meetings so far, and I have received positive feedback on all,
especially on the sessions with the subject matter experts,” says Marisa. “My goal is to
bring in an expert on various subject matters for each meeting so our members can
learn as much as possible and get their questions answered. I am excited to see what
the future will bring for our chapter and the meetings.”
One of Marisa’s personal goals for 2015 is to host a post-meeting social at her
organization, Outlook Nebraska, Inc. (ONI), a provider of employment and workplace
training, as well as other opportunities, to the blind and visually impaired.
“We were recognized as the Greater Omaha Chamber’s 2014 Innovator of the Year
and we’re the largest employer of the blind and visually impaired in Nebraska and the
only agency of its kind in a seven-state region,” says Marisa. “One of the things that
I love most about our organization is that we provide independence and confidence-
building services for our associates and the community, including social activities,
education, training and health and wellness programs.”
For more information about ONI, visit outlooknebraska.org.
Chapter » Averaging 10 people at each chapter meeting
» SMEs Rule! Meetings + Subject Matter Experts (SME) = Positive Feedback
» Quarterly meetings at the Microsoft office in Omaha, Nebraska
HIGHLIGHTS
“We have had three
meetings so far,
and I have received
positive feedback
on all...”
12 | GPUG Magazine
Up-and-coming Leader
VIOLA SHOELL
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Viola Shoell, who is spearheading the Washington chapter, is our up-and-
coming leader this issue. An average of 15 Members attend the quarterly
meetings, sharing knowledge from year-end procedures to why IT and Users
need to work together.
It’s the knowledge-sharing atmosphere that Viola loves most about leading
the Washington chapter. “The sharing of knowledge between Users is absolutely
incredible at each and every meeting. In addition to learning a ton about
Microsoft Dynamics GP, we learn about modules we may or may not like to use.
In the end, Members have valuable information as well as a greater perspective
to take back to the office.”
Viola shares that one of the major takeaways she’s learned along with other
attendees is the importance of IT working directly with Users. “They may be
separate entities, but IT can no longer be the people hiding in the basement.
IT needs to get involved to understand the Users, and Users need to share the
reasons behind the changes they seek from IT.” Viola continues, “It’s rewarding
to see the light come on for Users when we discuss the relationship between
them and IT.”
Microsoft applications specialistFranklin PUDVshoell@franklinpud.com
» 10-18 active members
» 2015 = 4 meetings + Expertise
» Most successful meeting: Year-end procedures in the 4th quarter of 2014
» Viola’s favorites? Meeting people and sharing knowledge
» The Washington chapter meets quarterly
» Hottest Topic: Year-End Procedures
LeadershipHIGHLIGHTS
“Users gather
valuable information
and a greater
perspective to take
back to the office.”
Q1 2015 | 13
South Adams County Water & Sanitation District (SACWSD) is a water and waste-water
utility providing sewer services in the Commerce City, Colorado area to 60,000 residents.
Mark Huff is responsible for the management of the organization’s Microsoft Dynamics GP
solution as well as the coordination of SACWSD’s IT systems. SACWSD has 105 employees
working across four different facilities within Commerce City, and 25 of those employees are
Microsoft Dynamics GP Users.
Microsoft Dynamics GP handles all of SACWSD’s core financials, including Payroll, HR, AP, and AR.
The company also has an ISV solution from Diamond Municipal Software to assist with its utility billing
of 15,000 customers per month.
SACWSD is on the current version of the solution, Microsoft Dynamics GP 2013 R2, as it needs to
keep compliant for government records. “Every version that is released has new features, so each upgrade
requires massive evaluation on whether those features will be helpful to us or not,” Mark says. “The upgrade
from Microsoft Dynamics GP 2010 R2 to Microsoft Dynamics GP 2013 was definitely one of those mass
upgrades that took some due diligence.”
member in action
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YOU’RE NOT ALONE IN YOUR MICROSOFT DYNAMICS GP UPGRADESOUTH ADAMS COUNTY WATER & SANITATION DISTRICT (www.sacwsd.org)
14 | GPUG Magazine
As the new leader of the Upgrade Special Interest Group (SIG) for
GPUG®, Mark has the experience to help his organization and others
make the upgrade process successful and less painful. “Not painLESS.
Less painful,” Mark points out. “It’s important that Users don’t assume
upgrades are an easy task. It takes time, work, and testing to make it
run smoothly.”
Over the course of two months, Mark directed his team on the
path to a successful upgrade with three key factors in mind:
» “Always know what you have to start with. Customizations and
multiple ISV products. You need to know all the parts you’re
using and whether you should still be using them after the
upgrade. For example, SACWSD got rid of two customizations
because they became part of the product. Functionality changes,
so always be on the lookout for those.”
» “Test, test, and test again. In Microsoft Dynamics GP 2013, we
immediately found things that didn’t work quite the same either
visually or functionally. 2013 was a huge visual change for my
Users, so we had to address how we should handle it. Do we deal
with it or change it? Give your Users an environment to try out
and see their processes in action. Make them part of their testing
process. At SACWSD, we tested it multiple times within our IT
group and then had end-Users come in to test and evaluate. That
phased approach made it much more streamlined.”
» “Finally, hold their hand when they’re ready to go. Knowing
support is there is a big confidence booster for Users and another
reason the GPUG community is so valuable today.”
Mark is excited to be heading up the Upgrade SIG in 2015. “I look
forward to getting more people involved and reenergizing the SIG, as
there’s so much value by learning from other people’s brain damage.”
Mark’s “brain damage” can be summed up in two great pieces of
advice:
» Don’t rush it. Take your time to do it right.
» Work with your end-Users. Don’t just push it through the power-
Users or IT; make sure to get everyone’s point of view.
If there is one thing that is true for all upgrades, it is that there
will be hiccups along the way. “You’re not alone on these,” Mark says.
“Other people have been through what you’re going through. Reach
out to the MVPs, All Stars, and other GPUG community leaders. You
should never feel alone on an upgrade.” GPUG
If you’re feeling alone on your upgrade, contact Mark at Mhuff@sacwsd.
org or 720-206-0540.
Q1 2015 | 15
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GPUG®: What are your initial thoughts about the release of Microsoft Dynamics GP 2015? Christina Phillips (CP): There are some great new bells and whistles, but bigger pieces came from the
Microsoft Dynamics GP 2013 R2 release.
Belinda Allen (BA): I don’t have any Customers on it yet and am just getting more familiar with it myself.
My initial thoughts are unless Users need a specific Workflow process or enhanced Services Orientated
Architecture (SOA), they can hold off upgrading for now.
Charles Allen (CA): This has been more of a quiet release for Microsoft Dynamics GP 2015. People are
saying, “Oh, there’s a new version, how about that!” I think we’re all just getting used to new features every
six months, and that’s going to change how we address upgrades for this release and moving forward.
BA: I like Charles’s terminology: It has been a quiet release, but with two giant boulders, additional
Workflow and Services Orientated Architecture. I think that these terms are also so new that many Users
are wondering what they actually mean for their business.
GPUG: Why should (or should not) Users upgrade to Microsoft Dynamics GP 2015?CP: If Users are on an older version than 2013 R2, they should definitely plan the upgrade to 2015 soon.
BA: Payables batch approvals is important for us and will be for quite a few of our Customers. Microsoft
supports two versions, so a good rule of thumb is to never be older than two versions. Maybe you don’t
need to upgrade every time, but you do every other time. If you don’t, upgrades become
much more complex, therefore more costly.
Why (or Why Not) Microsoft Dynamics GP 2015?
16 | GPUG Magazine
CHARLES ALLENmanaging consultant at
BKD Technologies
CA: Yes, there’s a difference from upgrading version to version versus making huge leaps. The more up-to-
date you are, the easier it is.
BA: Not only do Users need to stay current on Microsoft Dynamics GP, but they also need to stay current
on Office as well. The easiest and most cost-effective way to do that is Office 365.
GPUG: Given this, who should be first in line for Microsoft Dynamics GP 2015?CP: If Users aren’t already on Microsoft Dynamics GP 2013 R2, they should implement Microsoft
Dynamics GP 2015. Workflow also previously scared people off because of the different SharePoint
requirements, but that is now native in Microsoft Dynamics GP 2015. So people who want more
Workflow functionality, but don’t want to invest in ISV solutions, can achieve this pretty quickly right
out of the box.
CA: Business Portal and SharePoint are not fun at all to implement outside of Microsoft Dynamics GP. It’s
certainly a lot better to have it all in-house instead of going out to SharePoint.
BA: Yes, it really depends on how old of a version you’re running. Anyone who hasn’t already implemented
ISVs like KwikTag or ReQlogic can benefit from 2015 because of the new document management and
accounts payables batch approvals.
GPUG: What should Users know in terms of cost and licensing for Microsoft Dynamics GP 2015? CP: If they’re still on 2010 and going to go to 2015, then there’s a licensing transition from Module Based
Licensing or Business Ready Licensing to a Perpetual Licensing Model. With Perpetual Licensing, Users
get unlimited Management Reporter (MR) viewer licenses, which makes it easy and cost-effective to get
financial data out to the entire organization. They also get unlimited Users on Microsoft Forecaster and
unlimited employees if they already own Payroll. These little cost-savings nuggets can add up to a lot of
benefit for Microsoft Dynamics GP Users.
BA: Microsoft Dynamics GP 2015 also has a $60 per User read-only option, and that’s a huge savings and
benefit to Users.
GPUG: You’ve touched on a few features and benefits, but what’s your #1 favorite new feature in Microsoft Dynamics GP 2015 and why?CA: There’s a whole lot more HR functionality that’s now part of the package deal in Microsoft Dynamics
GP 2015. As far as time savings, I think that’s a huge win all-around.
BA: My favorite so far is the Business Analyzer (BA) app now available on iPad that allows Users to see Excel
and Management Reporter reports or statements via the app instead of in a PDF view. I show Customers
this, and their jaws drop. They immediately say, “I want this.”
BELINDA ALLENMicrosoft MVP, MCP, MCT,
and co-founder at Smith & Allen
Consulting, Inc.
CHRISTINA PHILLIPSsenior managing consultant at
BKD Technologies
Q1 2015 | 17
CP: I agree, Belinda. The very fact of having one comprehensive place and centralization for financial
documents in a mobile view is going to be really cool.
CA: Yes, just the other day, we had a client wanting to email Microsoft FRx statements to their managers, and
we’re working with them to provide a mobile delivery mechanism instead of making them log in to the network.
GPUG: What are Customers already raving about in terms of Microsoft Dynamics GP 2015?BA: I would say Workflow is the hot ticket item. I’m anxious to get more people on Workflow in Microsoft
Dynamics GP 2015. A lot more is possible with Payables Batch Workflow and General Ledger (GL) Batch
Workflow. The Excel refreshable report from SmartList Builder is another very cool feature that I’m excited
to play around with.
CA: Yes, there’s a ton of good opportunity there. I know they’ve added functionality around Excel reporting
and SmartList designer, and I think that will meet a lot of employee self-service needs for Microsoft
Dynamics GP Users. It seems like there’s a good marriage of using Web Client and the new built-in
functionality of time sheet data entry and employee self-service versus using Business Portal.
BA: I feel like there’s still a window before the functionality of Microsoft Dynamics GP 2015 is commonplace,
and that’s forward-thinking on Microsoft’s part. It gives us time to play with it before Customers demand
it. For example, it took a while for people to fight over SmartLists because Users didn’t see the value right
away, but now they love it.
CA: Yes, they definitely see the value now.
BA: The little tweaks in SmartLists for Microsoft Dynamics GP are minor changes, but they can result in
huge time and cost savings. For example, Users complained about defaulting credits before debits, and now
that’s changed in this release.
GPUG: What should Microsoft Dynamics GP Users be aware of when planning their upgrade?CA: Make sure your third parties are available and custom work is supported, which is something Users
should do for every upgrade. Finally, test, test, and test.
BA: Yes, and if you test upgrade, then you know whether your third parties are or aren’t available.
Make sure hardware and software requirements are met and products are ready. Don’t make the
assumption they are!
CA: This may be wishful thinking, but having a separate test environment is also ideal.
BA: Azure makes that easy enough, so there are no excuses for Users; test before you upgrade! You
don’t need to test all your features, just the ones you want to work. (That was a joke. So, yes, test
everything!) GPUG
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18 | GPUG Magazine
As a family-owned company,
Southeastern Freight Lines, Inc.
(SEFL) is a company of quality.
The less-than-a-truckload freight
company provides service to
customers predominantly in the Sun Belt as well as
Kentucky, Texas, and Puerto Rico. Shawn Dorward,
senior financial systems analyst at SEFL, says, “As
a purely service-based operation, we measure all
we do using high standards of quality.”
As one of last year’s GPUG® All Stars, Shawn
keeps quality in high regard while ensuring the
financial system health for the company. By
leveraging Microsoft Dynamics GP, Shawn serves
as a liaison for the IT department and develops
best practices and procedures for Users along
the way. “In addition to financial systems health,
I make sure security measures are met and
upgrades go smoothly by providing project plans
for our team members as well as conducting User
testing, creating documents with key points, and
conducting internal trainings with Users,” Shawn
says.
Speaking of upgrades, SEFL is currently
undergoing its technical readiness assessment for
a Microsoft Dynamics GP 2015 upgrade and plans
to go live before the end of August this year. “We’re
excited about a ton of the new features from 2013
and 2015, but we’re most excited to be on the most
current version and stay mainstream,” says Shawn.
“By being part of the Microsoft roadmap, we can
be proactive instead of reactive as a company and
get the biggest benefit out of our investment.”
Clean and Lean
As a large company with more than 6,000
employees to pay every week, SEFL has an
efficient payroll process with little customization.
“Other than leveraging Integrity Data HR and
Payroll Add-Ins, we have no ISVs or custom
code,” Shawn shares. “Keeping the code as lean
as possible is a factor in what has helped us cut
the eight-plus hour process down to four hours
each week.” By ensuring that only applicable codes
are used on the employee level, and combining
with fast/reliable hardware, SEFL streamlined its
processes immensely. Shawn adds, “Our company
is constantly growing, and we can’t just postpone
paychecks. Keeping things lean ensures we stay on
a tight timeframe.”
On the security side of things, Shawn has
implemented a revered role-tailored security
policy for his associates. “One of our controller’s
key concerns is security. To ensure controls
throughout the User population are current and
necessary, we leverage Fastpath’s ConfigAD tool
COMPANY
Southeastern Freight Lines, Inc.
INTERVIEWEE
Shawn Dorward,
senior financial systems analyst
WEBSITE
www.sefl.com
HEADQUARTERS
(Support Center):
Lexington, South Carolina
PHONE
803-939-3522
Shawn.dorward@sefl.com
ESTABLISHED
1950
NUMBER OF EMPLOYEES
More than 7,000
MICROSOFT DYNAMICS GP
VERSION
Microsoft Dynamics GP 2010
with plans for upgrade to
Microsoft Dynamics GP 2015
NUMBER OF USERS
30
Quality without Question
user member showcase
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SHAWN DORWARD
20 | GPUG Magazine
combined with a customized role system
that makes periodic internal audits a
breeze,” says Shawn.
GPUG: The Manual for
Microsoft Dynamics
GP
The building of a true network is
what drew Shawn into GPUG. “GPUG
is a real network of people across the
country and around the world who
are going through similar issues. One
can gain so much insight, information,
and education from GPUG through
Collaborate and webinars. As of today,
there isn’t really a manual for Microsoft
Dynamics GP,” Shawn concludes, “And
I think GPUG is becoming that manual
Users need to be successful with
Microsoft Dynamics GP.” GPUG
Phone: (406) 404-2036
www.KampData.com
Coast to Coast Sales Tax Solution
For rights to photos seewww.creativecommons.org/licenses/by/2.5/
Since 1993
photo by Beverly & Pack photo by The Knowles Galleryphoto by sskennelphoto by jimmyharris
“GPUG is a real
network of people
across the country
and around the
world who are
going through
similar issues. One
can gain so much
insight, information,
and education from
GPUG...”
Q1 2015 | 21
With the introduction of Microsoft Dynamics GP 2013 R2,
Microsoft delivered support for application database backups
onto Windows Azure blob storage service (http://azure.microsoft.
com/en-us/documentation/articles/storage-dotnet-how-to-use-
blobs) from within Microsoft Dynamics GP itself.
Azure Blob storage is a service for storing large amounts of
unstructured data, such as text or binary data, that can be accessed
from anywhere in the world via HTTP or HTTPS. You can use Blob
storage to expose data publicly to the world or to store application
data privately. Common uses of Blob storage include:
» Serving images or documents directly to a browser
» Storing files for distributed access
» Streaming video and audio
» Performing secure backup and disaster recovery
» Storing data for analysis by an on-premises or Azure-hosted
service
In turn, Microsoft Dynamics GP takes advantage of capabilities
introduced in SQL Server 2012 SP1 CU2 to enable SQL Server
backup and restore directly to the Windows Azure Blob service. See
http://msdn.microsoft.com/en-us/library/jj919148(v=sql.110).aspx
for more information.
NOTE: Starting with SQL Server 2012 SP1 CU4, you can also
use Windows PowerShell to back up to and restore from Windows
Azure Blob storage services.
As part of the backup and restore process, Microsoft Dynamics GP calls
the syGPAzureBackupRestoreProcess system database stored procedure.
Instructions
To take advantage of Windows Azure Blob storage service,
you must begin by setting up an Azure storage account, which
is the starting point for all storage services. The storage account
requirements are fairly straightforward: Set up a URL prefix,
associate a location or affinity group for your storage account, and
determine the type of replication. See http://azure.microsoft.com/
en-us/documentation/articles/storage-manage-storage-account for
additional information on replication options.
Microsoft Dynamics GP Backups with Windows Azure Blob Storage Service
by Mariano Gomez
NOTE: The full URL will be the URL prefix followed by blob.core.
windows.net.
Upon creation of the storage account, the storage account name
and its access key properties are required to authenticate to the
Windows Azure Blob Storage service and its components.
Following the creation of the account, you will need a storage
container. A container provides a grouping of a set of Blobs, and can
store an unlimited number of Blobs. To write a SQL Server backup
to the Windows Azure Blob service, you must have at least the root
container created.
Click on the Containers tab to set up a new container. Enter a name
for the container, and select the type of access that will be provided
to the container.
t t&TIPS & TRICKS
Storage Account Setup
Container tab
22 | GPUG Magazine
For more information on setting container access types, see http://
msdn.microsoft.com/en-us/library/azure/dd179354.aspx. Once the
container has been set up, you should see your new container listed.
Return to the storage account dashboard and click the Manage
Access Keys option at the bottom of the window for the storage
account you set up. You can copy the primary access key, which will
be used to set up Microsoft Dynamics GP.
In Microsoft Dynamics GP, go to Microsoft Dynamics GP >
Maintenance > Backup to open the Back Up Company window.
Follow these instructions:
» Select the company you wish to back up.
» Choose Use Microsoft Azure storage as the destination for your
backup.
» Enter the storage account name you created in Windows Azure.
» Paste the access key from the previous section.
» Enter the URL to the container. The URL format is as follows:
https://storage-account.blob.core.windows.net/container-name
» Click on Verify account to validate your account settings and
connectivity to the container, then click OK to continue. The
backup performance will depend on your Internet connection
speed. GPUG
Mariano Gomez is a Microsoft Most Valuable Professional (MVP),
blogger, and EVP of midmarket solutions at Intelligent Partnerships,
LLC. Under his tenure, Intelligent Partnerships has become a
leading consulting firm providing management consulting and
technology solutions for companies with field services and dispatch
operations in the exploration and mining, oil and gas, biomedical,
security and safety systems, and high-tech equipment industries.
Mariano is the author of The Dynamics GP Blogster. Recognized by his
peers and the User community at large as a top Microsoft Dynamics GP
resource, he has been named to the Top 100 Microsoft Dynamics Most
Influential People by DynamicsWorld UK. Mariano is a fixture as a
presenter at Microsoft Convergence, Microsoft Dynamics GP Technical
Airlift, reIMAGINE, and GPUG® Summit.
New Container Setup
Container is Now Set Up
Manage Access Keys
Back Up Company
Q1 2015 | 23
This article originally appeared on The Dynamics GP
Blogster under the following article:
http://dynamicsgpblogster.blogspot.com/2014/12/
microsoft-dynamics-gp-backups-with.html
For more information on SQL Server and Azure, visit
the following:
» Information on Azure Blob Services: http://azure.
microsoft.com/en-us/documentation/articles/
storage-dotnet-how-to-use-blobs
» Information on SQL Server and Azure blob storage
services: http://msdn.microsoft.com/en-us/library/
jj919148(v=sql.110).aspx
» Additional information on replication options:
http://azure.microsoft.com/en-us/documentation/
articles/storage-manage-storage-account
» Information on securing Azure containers and blobs:
http://msdn.microsoft.com/en-us/library/azure/
dd179354.aspx
» For an issue reported when running Microsoft
Dynamics GP 2015 on SQL Server 2014: http://
dynamicsgpblogster.blogspot.com/2014/12/
microsoft-dynamics-gp-backups-with_15.html
» Information on Windows Azure services:
www.windowsazure.com
Version of Microsoft Dynamics GP: Microsoft Dynamics
GP 2013 R2, Microsoft Dynamics GP 2015, Microsoft SQL
Server 2012 SP1 CU2
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DYNAMICS PARTNER
24 | GPUG Magazine
Take a moment to visit your Profile and update your information. It will
help you make more meaningful connections, enable you to share your
experience and credentials and bring depth to your online presence.
Updating your profile only takes a few minutes and can make a great
difference in the connections you make in the Microsoft Dynamics GP
community. Visit www.gpug.com today and get started. GPUG
The GPUG® website (www.gpug.com) is a great place to find information,
register for events, access recorded webinars, and connect with others.
It also includes a Profile section where you can upload information about
yourself, control your account settings, and access your history with the
Microsoft Dynamics GP User Group community.
What’s New GPUG WebsiteFocus on Profile
Why is it important for me to update my Profile?
Updating your information is an important aspect of being part of the
Microsoft Dynamics GP community. In this area you control:
» Mailing Address » Billing Address
» Areas of Interest » Change Your Password
» Join Another User Group » Renew Your Existing Membership
You can also add your primary role and job title. This is especially
important for the Member Directory advanced search feature. The
more information you include, the more you increase your ability to
connect with other like-minded professionals. It’s a great way to build
your contacts and expand your network.
What is my Profile?
The Profile section of GPUG.com is a central place on the site for
all your information. This area contains your contact information,
registration history, community subscriptions, and company
information. It also includes biographical information that you’ve
chosen to include, such as education background, social networks,
and professional experience. You are the only one who can update
your profile and you control the privacy settings for who sees the
information.
Are there privacy settings?
Does the Profile section list events I am registered for as well as events I have attended?
Yes, the amount of information shared is controlled by each User. You
can choose to only share information with contacts you have made,
with other Members, make it open to the public, or choose the setting
that only you can see. These setting choices apply to each piece of
information you have included. To access your privacy settings:
» Sign into the www.gpug.com site
» Click on Profile from the drop-down arrow in the top right (next
to the photo area)
» Scroll down the page and click on My Settings >> Privacy Settings
Yes, it includes your entire registration history with GPUG. You can
view upcoming events you are registered for and access a list of past
events. To access your registration history:
» Sign into the www.gpug.com site
» Click on Profile from the drop-down arrow in the top right
(next to the photo area)
» Scroll down to the blue bar on the page and click My Registrations
When you view your upcoming events, you can click on Details for the
event and view your receipt or download an iCal/ICS reminder to your
calendar.
ON THE
Q1 2015 | 25
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GP
MICROSOFT AZURE
TRENDING..WHAT’S
Unless you’ve been heads down (synonymous with “living under a rock”) for the last
couple of years, you’ve heard about “Azure” (and no, they likely weren’t talking
about the color blue).
But do you know what it is?By definition, Microsoft Azure is a global, enterprise-grade cloud platform offering
compute, storage, data, networking, and app services.¹
Now on to the more important question: What does it mean for your business?To get that answer, GPUG® spoke with Errol Schoenfish, director of product marketing for ERP.
“Small and mid-sized businesses (SMBs) worldwide are increasingly looking to the cloud
as the preferred method of deploying and consuming software,” shares Errol. “Within the
U.S. market, for example, IDC predicted that more than 80 percent of mid-sized businesses
would employ some form of cloud computing by the end of 2014.”
Errol continues, “As SMBs become more comfortable with hybrid and cloud-only
deployments, the depth and breadth of workloads that SMBs are asking for in the cloud
continue to expand – and ERP is no exception.”
So then, how does that relate to Microsoft Dynamics GP?“Based on this demand, Microsoft Dynamics GP fully supports deployment in the cloud,
including deployment on Microsoft Azure, so Microsoft Dynamics GP Partners can offer
high-value cloud solutions to their Customers,” says Errol. “Microsoft Azure is an open and
flexible cloud platform that enables you to quickly build, deploy, and manage applications
across a global network of Microsoft-managed datacenters. You can build applications using
any language, tool, or framework. And, you can integrate your public cloud applications with
your existing IT environment.”
Bottom line, according to Errol, “Microsoft Azure provides on-demand infrastructure
that scales and adapts to your changing business needs. Whether you are creating new
applications or running existing applications, Microsoft Azure provides best-in-class price,
performance, and end-to-end support.” GPUG¹ Definition from www.azure.microsoft.com
BENEFITS SUMMARY » Lower training costs for bringing
solutions to the cloud by using a
familiar virtual machine technology
and Microsoft infrastructure.
» Reliability, security, and scalability
by offering your cloud solutions
hosted in Microsoft’s state-of-the-
art datacenters.
» You no longer need to invest in new
hardware or networking software as
your company grows.
» Microsoft Azure offers a pay-as-you-
go approach where you only pay for
what you use. Additionally, there are
never any penalties for changing
configurations.
ARE YOU IN?
Is your organization running on Microsoft Azure? Are you building the business case?
Let’s get this conversation started. Go to www.gpug.com and click on “Open Forum” in
the middle of the page.
26 | GPUG Magazine
Below are 25 words that relate to the topics and theme in this issue of GPUG® 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 Wordfind@gpug.com.
Aaron Back
Academy
Azure
Backups with Blob
Belinda Allen
Chapter
Community
Events
Favorite Excel Formulas
Favorite Features
GPUG
ISV Compatibility
Jeff Trosen
Learning
Microsoft
Nebraska Chapter
Networking
Southeastern Freight Lines
Summit
Tips and Tricks
Upgrade OneSource
Upgrading Tips
Users
Viola Shoell
Volunteers
A A R O N B N E T W O R K I N G T S A E H T U O S
Z R S G C H E C R U O S E N O E D A R G P U R I J
U S O N P T S A E H T U O S M N E T W O R K I S E
R S U E L U D E B O L B H T I W S P U K C A B V F
S A T T R N G N U L O V N I C L E A R N A C E C F
E L H W N E B R A S K A E P R O S E N O D O L O T
R U E O T I P S A N D T B S O F C H A P N M I M R
U M A A A R O N B A C K R A S O T E R E I M N P O
T R S T F H B L O B O E A N O R F E V A L U D A R
A O T I N T U I O S M L S S F M D E L T E N A T E
E F E P R I P N R O M S K P T U N L N U B U A I T
F L R S E W G E C F U S A I E T C T E R S C L B P
Y E N A T S R S I M N L C T S R A S D E R O L I A
T C F N S A A N M C I L H G I O B R R M O M E L H
I X R D A L D I P H T E A N L S G S B I F M N I C
L E E T E U T E T A Y O N I T E N B N C L Y U T A
I E I R H M I R C E L H E D H N I A E R E M P Y K
B T G I T R N H R N E S S A G J N C L O C E G N S
I I H C U O G U L E A A O R I E R K L S X D R L A
T R T K O F Z E T S R L R G E F A N A O E A A L R
A O L S S A O N E S N O T P R R E T P A H C D E B
P V I R L S E N I L I I F U F N L R A E L A E O E
M A N A N D T R I C K V F O N E S O U R C E O H N
O F E F A V O R I T E F E A T U R E S A C A N S R
C R S N E T H G I E R F J N S R E E T N U L O V S
Q1 2015 | 27
GPUG®: When you look back at your history with Microsoft Dynamics GP, what stands up as the most revolutionary feature to date?Jeff Trosen (JT): The most revolutionary
feature to me was the introduction of the
Microsoft Dynamics GP web client. So much
of the innovation for the web client was behind
the scenes as we transformed our Microsoft
Dynamics GP platform to a multi-tenant
server architecture that scales well for cloud
deployments while maintaining ease of use for
on-premises deployments. We introduced new
security models for Windows Active Directory
and Microsoft Azure Identity Management.
We provided a smooth transition for our ISVs
to bring their solutions to the web client and
introduced mixed mode usage where Users can
use the desktop client at work and the browser
client at home. And we continue to evolve the
User experience for the web client by leveraging
User interface innovations for Windows 10 and
Office 365.
GPUG: In your opinion, what has been the biggest “stand-out” feature in Microsoft Dynamics GP 2015? Why?JT: It is hard to pick just one standout feature
because the broad selection of features in
Microsoft Dynamics GP 2015 appeals to different
people in an organization.
All employees benefit from the new self-service
features where you can order a new computer,
enter your time and project hours, view your W2,
update your employee profile, and other common
tasks all through a secure browser experience.
The Users responsible for audit control really
enjoy the configurable workflows with approval
levels tied to the Active Directory profile and the
ability to approve workflow items from their email.
Keeping an eye on the overall health of your
business is also achieved through a wealth
of business intelligence features, including
refreshable Excel reports, Office 365 dashboards
you can view on your smartphone, and the all-
popular Business Analyzer now available for Apple
and Android devices.
And on yet another hand, IT managers are
thrilled with the introduction of our service-based
architecture that provides the ability to create
apps on any platform and integrate them to the
Microsoft Dynamics GP business logic directly
through secure .NET operations.
GPUG: How does Microsoft Dynamics GP fit into the mantra of cloud-first, mobile-first by Microsoft CEO Satya Nadella? JT: The evolution of Microsoft Dynamics GP
over the last three years has been focused on our
cloud-first, mobile-first ambitions in balance
with delighting Customers with functionality
features they requested. Satya’s previous
leadership in Microsoft Business Solutions
Jeff Trosen, principal group manager
microsoft member showcase
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Jeff Trosen leads
the Microsoft
Dynamics GP R&D
team and is a long-
time Microsoft (and
before that, Great
Plains Software)
veteran. We sat
down with Jeff to
talk about features,
the future, and high-
functioning teams.
“On behalf of the
Microsoft Dynamics
GP engineering team,
I would like to thank
our Customers for
their investment and
for challenging us
to continue making
Microsoft Dynamics
GP even better.”
28 | GPUG Magazine
makes him uniquely aware of the issues
facing businesses today and how the
Microsoft cloud and device strategy
can unleash a business’s potential while
reigning in costs. The innovations
I discussed earlier are all about the
evolution of Microsoft Dynamics
GP optimized for Microsoft’s cloud
platform, Azure. Having a browser-
based client continues to broaden our
device readiness along with specialized
apps such as Business Analyzer, the
Microsoft Dynamics GP Office app,
and our new Timesheet Management
app. These solutions are all tailored to
work well on the Windows, Apple, and
Android platforms.
GPUG: Convergence season is upon us. What’s your favorite thing about this Customer conference?JT: The absolute best thing is spending
time with Customers and Partners. We
send as many team members as possible
to Convergence because we get so much
value out of interacting and learning
directly from our Customers.
GPUG: You have a solid team with lots of talent. What is one of the key things to keeping a highly performing team together, working at an accelerated pace, and continuing to do good work?JT: It’s really about trust and
collaboration. Our team members
trust each other to make the right
decisions on behalf of Customers; we
don’t waste time second-guessing each
other’s decisions. Everyone knows the
work they need to accomplish, pitching
in to help others if they have the time.
We celebrate our accomplishments
as a team and recognize that it takes
all of us to produce real value for our
Customers. GPUG
Q1 2015 | 29
Here are some of the formulas I use in Microsoft Excel most
frequently (other than add/sum, subtract, multiple, and divide).
Please note that I currently use Office 365 Excel (the equivalent to
Excel 2013 Professional Plus), and those are the depicted screenshots.
Text
TEXT “mmm”
Frequently I want the result of my formula to display a portion of
the date and display as text (rather than a number formatted as text).
Depending on what I am doing with the data, it is sometimes easier
to have it show as text.
» “mmmm” will display the entire month name (e.g. March, April, etc.)
» “ddd” will display the day abbreviated (e.g. Mon, Tue, etc.)
» “dddd” will display the entire day name (e.g. Monday, Tuesday, etc.)
» “y” will display the last two characters of a year in text format
(etc. 16 for 2016 and 17 for 2017)
» “yyyy” will display the year in format using all four characters
(e.g. 2016, 2017 etc.)
Lookup and Reference
HYPERLINK
Favorite Excel Formulas – Part 1by Belinda Allen
In some of the out-of-the-box Excel refreshable reports comes
“drillbacks”. (Note: eOne has a tool that allows you to create these
drillbacks.) A drillback is a URL of the inquiry window that displays
that record in Microsoft Dynamics GP. For this link to work, you must
be logged into Microsoft Dynamics GP on the machine on which you
are using this Excel report. In the above window, I have created a
column that displays the Journal Entry Number (Friendly_name). By
clicking on the result on a specific row, the Journal Entry window will
open (based on the “Link_location”) in Microsoft Dynamics GP AND
opens the Journal Entry number for that row.
I would then typically hide both columns used in the hyperlink
formula to make this table easier to use.
Logical
IF
This is probably the formula I use most often with payables and
sales/receivables documents. Since Microsoft Dynamics GP stores
all transactions for the purchasing and sales series as positive
t t&TIPS & TRICKS
30 | GPUG Magazine
documents and not as a net effect to a
specific module (for example, a payment
would show as a negative number since
it reduces both payables and receivables),
to have a report in Excel that nets out the
module rather lists documents, we need to
make some fields negative. The IF formula
allows us to do that. To make payments
appear as negatives, I first ask Excel: “Is
the document type a “Payment?” If it is a
payment, I place a “-” sign in front of the
amount to make it a negative amount. If it
is not, I simply enter the amount, leaving
it positive.
Since both the purchasing and the sales
series have three types of documents that
can be negative (payment, returns, and
credit memos), we’ll have to account for
all three types of documents. To do this
well, “nest” IF formulas. This means we
will place an IF statement inside another
IF statement.
In the previous image, I start an IF
statement performing a “Logical_test”
to see if the Document Type is a “Credit
Memo” as I did before. If it is, I make the
value a negative amount. If is NOT a credit
memo, rather than entering the amount
again, I enter the entire IF statement,
except for the “=” at the beginning that
I created for the “Payment.” You would
need to create a nest like this again for
“Returns.” In Excel 2013, you can have up
to 64 nested statements in one formula.
IMPORTANT NOTES
ABOUT THIS
STATEMENT:
This formula is looking at text, so if
there are two blank spaces after the word
“Payment” in your Excel table/worksheet,
there must be two blank spaces in the formula. You’ll notice I have several spaces in each
formula. Also, since this is text, it must have quotation marks around the text. GPUG
Belinda Allen is a Microsoft MVP and partner, co-owner, and CIO at Smith & Allen Consulting,
Inc. She can be reached at Belinda@saci.com or 917-445-9070.
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Q1 2015 | 31
5MINUTES
VOLUNTEERIf you’re thinking you just saw Belinda Allen in this
Volunteer of the Quarter spot, you’re right! Belinda had
so many wonderful contributions this past quarter, we
just had to call her out again. Specifically, Belinda is
leading our quarterly business intelligence SIG, presenting
webinars and event sessions, answering the big and small
questions on www.gpug.com, and sharing her Tips &
Tricks in this magazine issue.
Who interests you on social media right now?
Jon Rivers, the “King” of Microsoft Dynamics GP Twitter.
On my desk right now are…
A cup of coffee, lip gloss from my friend Sheila, and my
Surface. And, of course, my three large monitors!
My top three goals for 2015 are…
1. Improve the business success of my Customers (old
and new).
2. Have the # 1-rated session at Convergence.
3. Finally get my (well, now Mark Polino’s and my) BI
of GP book finished. I want to be a “written”, not a
“writer”. (ROFL; saw that on a TV show!)
What I do when I’m not at work…
Knit, usually, but lately I’ve been spending a lot of time
working with Mark Polino (apologies to our spouses, Dara
and Richard). He was nice enough to co-author my/our BI
book so I/we could get it out!
The best advice I ever received…
Always the same, from my mother: “The only people
who do not make mistakes are the ones who do not do
anything.”
WITH GPUG’S
Belinda Allen,
Partner and GP evangelist
Smith & Allen Consulting, Inc.
OF THE QUARTER
32 | GPUG Magazine
NAME THAT PHOTO
CONTESTWhich ribbon were these
GPUG® Members looking for?
Simply email your submission
to Captioncontest@gpug.com.
The winning submission will
be printed in the magazine’s
next issue.
Q4 CONTEST WINNER:
Kerrie Gatton of Owensboro
Municipal Utilities
“Bueller?…… Bueller?….. Bueller?”
Roll up your sleeves and dig in to the
GP SANDBOX™
We are excited to launch the GP Sandbox exclusively for GPUG Members. This cloud-based site is the latest addition to a collection of GP 2015 Resources available from GPUG and Microsoft that allows you to:
Test drive Microsoft Dynamics® GP 2015
Try out modules and features you’re looking at using
Test out new configurations without affecting your data
We’re proud to offer the most complete collection of GP 2015 resources compiled in one location. The GP Sandbox is powered by Concerto Cloud.
Visit www.gpug.com/gp2015
for more information.
®
Q1 2015 | 33
Multi-Batch Print & Post
CPD (Check Printing Day) may be caused by a software imbalance that can be corrected by using Mekorma’s Multi-Batch Print & Post. Learn how at Mekorma.com
Stop suffering under the weight of
Check Printing Day.
Ask for a quick demo at www.mekorma.com.
Simple but Multi-Batch Print & Post
POWERFUL.
Print & Post ALL your AP payment batches – in ALL GP companies – with a SINGLE BUTTON.
Choose the batches and companies, choose Print or Post, click Process. Multi-Batch Print & Post prints each check batch and creates the EFT fi les for every checkbook you choose, including logging into any or all of your companies for you.
Multi�Batch
Print & Post
Print and Post batches from ALL companies
Print checks and generate EFTs
This chart
outlines GPUG
ISV Members
responses to a
compatibility
survey. This
information is
current as of
February 20,
2015, and is
shared in an
effort to help
ensure your
ISV solutions
are compatible
with your
upgrade plans.
Supported Versions of
Microsoft Dynamics GP
Note: Product names have
been abbreviated for layout.
GPUG - Companion Product
isv partner member showcase
PUG
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GP
COMPANY CONTACT
ASG/docSTAR Greg Cooke - Greg.cooke@docstar.com
AvidXchange Haley Martin - Hmartin@avidxchange.com
BIO Analytics Corp. Sandi Forman - Sandi@bio4analytics.com Business Computers Software, Inc Dan Decker - Dan@business-computers.com Business Systems Integrators, LLC Larry Knoch - Larry.knoch@businesssysinteg.com
CSSI Andrew W. Frederick - Afrederick@cssi.com deFacto Global, Inc. Luanne McPherson - Lmcpherson@defactoglobal.com
DiCentral Tina Jaekel - Tjaekel@dicentral.com
Dynamic Budgets Zubin Gidwani - Zgidwani@dynamicbudgets.com e2b teknologies James Mallory - Jmallory@e2btek.com
eOne Solutions Nicole Albertson - Nicole.albertson@eonesolutions.com
Fastpath Trish Boccuti - Trish@gofastpath.com
ImageTag Jeremy Whelan - Jwhelan@imagetag.com
Integrity Data, Inc. Tom Franz - Tfranz@integrity-data.com
JOVACO Solutions Inc. Jonatan Coutu - Jcoutu@jovaco.com
k-eCommerce Giuseppe Ianni - Giuseppe@k-ecommerce.com
Mekorma Angel Blum - Angel@mekorma.com
m-hance Helen Samworth - Helen.samworth@m-hance.com
Nexonia Neil Wainwright - Neil@nexonia.com
Paramount Technologies, Inc. Foy Mainor - Foy@paramounttechnologies.com
Professional Advantage Matt Green - Mattg@profad.com
ReadSoft Annie Schrenk - Annie.schrenk@readsoft.com
Rockton Software Sales Team - Sales@rocktonsoftware.com
Sypnio Software Helen Karakoudas - Helenk@sypnio.com
Turnkey Technologies Jennifer Espelien - Jespelien@turnkeytec.com
Wennsoft Kim Behrens - Kbehrens@wennsoft.com
36 | GPUG Magazine
Compatibility Chart
PRODUCT GP 2015 GP 2013 GP 2010 GP V10 GP V9 GP V8 GP V7
docSTAR eclipse Enterprise Content Management andProcess Automation Software and Hosted Services TBD x x
AvidPay Q1 2015 x x x x x xAvidInvoice Q2 2015 x x x x x x
BIO Business Intelligence Q1 2015 x x
Time Matrix x x x
BSI EDI - Electronic Data Interchange Q1 2015 x x x x x x
CoreIntegrator Workflow Q1 2015 x x x x
deFacto Performance Management Q1 2015 x x x x x x
DiIntegrator Q1 2015 x x
Dynamic Budgets x x x x x
Anytime Collect, accounts receivable credit and collections managementsoftware Note: Standard integration with V10 or newer; csv integration with older versions. x x x x x x x
Extender Q1 2015 x x xFlexicoder Q1 2015 x x x Node Builder Q1 2015 x x xSmartConnect Q1 2015 x x xSmartList Builder Q1 2015 x x xSmartPost Q1 2015 x x xSmartView (Internal and External) Q1 2015 x x x
Config AD, Assure, Audit Trail, Audit View, Identity Manager x x x x x x x
KwikTag Q3 2015 x x x
Comprehensive Leave Manager x x x xEmployee Accounts & Splits x x x x Employee E-Mail Suitex x x x xEnhanced Retirement Plans x x x xFTE Manager x x x xLife Insurance Tax Calculator x x x xMid Pay Period Rate Changes x x x xNegative Deduction Transactions x x x xNegative Payroll Transactions x x x xOvertime Hours Rules x x x xPaycheck What If Calculator x x x xU-LINC x x x
JOVACO Project Suite Q1 2015 x x
k-eCommerce B2B, k-eCommerce B2C, k-eCommerce E2B, x x x x
Mekorma MICR for Payables Mekorma MICR for Payroll Mekorma MCR for Canadian Payroll Multi-Batch Print and Post MEM Connector TBD x x x
Purchase Management Bank Reconciliation Q1 2015 x x x x x
Nexonia Expenses x x x x
WorkPlace Q1 2015 x x x x x x
Company Data Archive Q1 2015 x xCollections Management Q1 2015 x x
AP Automation for Dynamics GP Q1 2015 x x
Omni Price x x x xDynamics Report Manager x x x xDynamics GP Toolbox x x x xSmartFill x x x xAuditor x x x x
Sypnio ACA Reporting x x x x
TBD x
WennSoft Signature Q2 2015 x x
Q1 2015 | 37
Search available opportunities by Interest Area, Travel
Required, Time Commitment, Level of Effort, and
Volunteer Category.
Get set up to automatically receive notifications
when a new opportunity is added.
SIMPLY CLICK ON A VOLUNTEER OPPORTUNITY...
...to access a detailed description about the
volunteer opportunity, and who to contact for
additional information.
Click the Sign Up button and you are on your way to
making a positive impact in the GPUG community.
WHAT’S NEW ON GPUG.COM?
YOU CAN VOLUNTEER!The GPUG® community brings together professionals of all backgrounds and experiences who share a powerful goal: To share knowledge,
information, and expertise. As a community designed by Users for Users, the volunteer efforts of Users help it grow and flourish.
GPUG offers many opportunities to get involved. You can choose the role that is best for you: Speak, write, present, facilitate, or lead. There
are many professional and personal reasons to volunteer, including the opportunity to:
GPUG.com now features a section dedicated to volunteerism. Visit it today, learn about the available opportunities, and sign up!
» Nurture new Users and help them become the next generation
of experts
» Lead discussions and share your Microsoft Dynamics GP
experiences
» Help coordinate or lead local learning opportunities
» Expand your organization’s visibility
» Take your skills to the next level
» Urge others to participate: The more you give, the more you get
IT’S EASY TO GET STARTED...
VOLUNTEER
Once you are signed in to gpug.com, there are two easy
ways to access volunteer opportunities. You’ll find a link
under Learn & Engage in the main left-hand navigation, or
you can simply click the Volunteer icon on the home page.
Signing up is quick and easy. Visit www.gpug.com/volunteeropportunities today!
®
Q1 2015 | 39
If you haven’t already started thinking about upgrading to Microsoft Dynamics GP 2015, now is
the time. Keep these 10 important upgrade tips in mind:
Test, test, test
A test upgrade is one of the most important steps in any upgrade process. Besides testing the
Microsoft Dynamics GP upgrade itself, you will also want to ensure that your third-party products (if
applicable) are working as you would expect on the new version/build of Microsoft Dynamics GP. This will
also give you a benchmark in regard to how long the upgrade will take in the LIVE environment.
Backup, backup, backup
Plan to make full backups of all databases at key points of the upgrade so that you can always revert
back to those if need be. This includes full database backups prior to kicking off the upgrade as well as full
database backups immediately after the upgrade has completed.
Upgrade manual and upgrade hot topic
Please review our Upgrade Manual (https://mbs.microsoft.com/Files/customer/GP/Downloads/
ProductReleases/Upgrade.pdf) and Upgrade Hot Topic (https://mbs.microsoft.com/customersource/
northamerica/GP/support/hot-topics/HOT_TOPIC_MDGP2015Upgrade) to prepare and make yourself
aware of all of the known issues that can arise during your upgrade. A link to the manual can be found
within the Document folder in your Microsoft Dynamics GP code folder.
Install all features that are currently being used
Install all features that are currently being used and also any new features that you want to use in the
new release. The necessary features must be installed prior to running Microsoft Dynamics GP Utilities
to ensure that each feature is upgraded.
Upgrade multi-lingual databases with matching client code
language install
If you have Spanish-Latin American or French-Canadian translation databases, make sure that you
upgrade those databases with the appropriate client installation.
Truncate the DU000030 table
Run this script BEFORE kicking off your upgrade against your system Database: Delete DU000030
(NOTE: You do not want to run this script if your upgrade is already in a failed state.)
story by Sarah Purdy, senior technical advisor for Microsoft
Upgrade Tips for10
feature
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40 | GPUG Magazine
Microsoft Dynamics GPFailed table script
If you encounter issues during the Upgrade, run the following Failed Table Script: SELECT
b.fileOSName, a.fileNumber, a.PRODID, a.Status, a.errornum, a.errordes, c.CMPANYID, c.INTERID
FROM DYNAMICS.dbo.DU000030 a
JOIN
DYNAMICS.dbo.DU000010 b
ON a.fileNumber = b.fileNumber
AND a.PRODID = b.PRODID
JOIN
DYNAMICS.dbo.SY01500 c
ON a.companyID = c.CMPANYID
WHERE (a.Status <> 0 or a.errornum <> 0) and a.Status <>15
This will provide you with additional information regarding the tables that have failed.
Speed up the upgrade
If you have a large number of company databases, you can start the upgrade from multiple machines/
workstations, selecting a subset of companies to upgrade on each one. Ensure that you are keeping in mind
the specs of the SQL Server so that you do not overload it.
Ignore the “white screen”
During the upgrade, ignore the “white screen” or “Not Responding” messages that you may see or
receive from within Microsoft Dynamics GP Utilities. The upgrade is not locked up. For details, visit
https://community.dynamics.com/gp/b/dynamicsgp/archive/2012/09/06/is-my-upgrade-finished-running.aspx
Upgrade Modified Forms and Reports.dic files
After upgrading your Microsoft Dynamics GP SYSTEM and Company Databases, you need to remember
that if you have any modified forms or reports.dic files, those need to be upgraded as well. This article
is for Microsoft Dynamics GP 2013 R2; however, the same steps apply for Microsoft Dynamics GP 2015:
https://community.dynamics.com/gp/b/dynamicsgp/archive/2014/05/15/microsoft-dynamics-gp-2013-
r2-modified-dictionary-upgrade.aspx
For more detailed info on upgrades, visit the Microsoft Dynamics GP Support blog series (the blog series is for
Microsoft Dynamics GP 2013 R2; however the Upgrade blogs pertain to Microsoft Dynamics GP 2015 as well):
http://bit.ly/17ZWgWS GPUG
Q1 2015 | 41
Are you upgrading to Microsoft Dynamics GP 2015, upgrading
to a newer version in general, or installing a service pack for
Microsoft Dynamics GP? Are you tired of watching the updating
databases process take forever? Here is a trick to decrease the amount
of time it takes to update the Microsoft Dynamics system and your
company’s database(s).
Start Microsoft SQL Server Management Studio and connect to
your SQL database server.
Right click on the Microsoft Dynamics (system) database and go to
Task >> Shrink >> Files. Before you ask: No, we will not be shrinking
the files. What we are looking for is information. See the following
screenshot:
What this tells us is that on the Data “MDF” file, it is 500 MB in
size, but 55% of it is actually free space. Now, change the file type to
Log “LDF” file.
This tells us that the LDF file is just under 300 MB in size, but 98%
of it is free space not currently in use. Please keep in mind that when
you are in full recovery, the amount of free space should change over
time from something like we see above to a very low amount just
before a transaction log backup occurs.
Speeding Up the Upgrade Processby John Lowther
There are multiple other ways of getting this information;
personally I use this method only because of my next steps.
Let us round the MDF file’s 278.94 MB to 300.00 MB and multiple
by four (four is an arbitrary amount; feel free to use a larger number).
Therefore, we end up with 1200.00MB. Also, let us round up the LDF
file from 292.05 MB to 300.00 MB (the size it gets right before the
transaction log backup), and multiple that by four as well. Therefore,
we end up with 1200.00 MB.
Now, click Cancel as we really do not want to shrink anything. Then
right-click on the database again, but this time go to Properties >> Files.
On this screen,
change the Initial Size (MB) to the numbers we calculated above so
that we end up with this:
Then click the OK button.
This action “grows” the MDF and LDF files and gives us lots of free
space for the database update process.
Now, right-click on the database again, go back to Properties,
and select Options. Here you want to change the Recovery model
to Simple. Yes, that is right, Simple. This also implies that during
the upgrade, you need to make multiple backups because you can
no longer do a point-in-time restore, but the advantage is that the
database update process runs a lot faster.
Repeat the above steps for every company database on your system.
Also, look at the TEMP system database and grow it as much as
you possibly can, depending on disk space.
After you have finished the upgrade or service pack install, change the
recovery models back to Full. Make another backup, and if you want,
shrink the files back to somewhere near but no less than where you started.
So, with those tips in mind, happy upgrading! GPUG
John Lowther is a Microsoft Dynamics GP MVP and cloud applications
administrator for Njevity, Inc. He can be reached at Johnlowther@
hotmail.com.
t t&TIPS & TRICKS
42 | GPUG Magazine
You asked for powerful budgeting made easy... Here it is
info@DynamicBudgets.com | (650) 332-6650
It’s Time to Replace Forecaster and Spreadsheets with a More Intuitive, Easier Tool.
DYNAMIC BUDGETS
Quick to learn Deploys in hours Faster results
sponsorsDYNAMICS GP USER GROUP CONFERENCE
Accolade Publications, Inc.
ADP, LLC
Altec
Anytime Collect
Appolis
AvidXchange
BatchMaster Software
BIO Analytics Corp.
BizNet Software
BP Logix
Business Systems
Integrators, LLC
CALUMO
Data Masons Software
deFacto Global, Inc.
DiCentral
docSTAR
Dynamic Budgets
Dynavistics/m-hance
Encore Business Solutions
We truly appreciate your support of the 2014 GPUG Summit in St. Louis.
The GPUG member experiences would not have been the same without YOU!
We look forward to seeing you all in Reno in 2015!
Please support our sponsors!
eOne Solutions
Fastpath
Greenshades Software
Higher Logic
HighJump
ImageTag
Integrity Data
iPayables
JOVACO Solutions
k-eCommerce
KnowledgeLake
Mekorma
MetaViewer from Metafile
Microsoft
Microsoft Retail Store
MineralTree
MSX Group
Myappsanywhere
Nexonia
Nexus Systems
Panatrack
Paramount Technologies
Professional Advantage
ReadSoft
RedTail Solutions
ReQlogic
Rock-N-Rave
Rockton Software
RoseASP
Sierra Workforce Solutions
Sikich
Solver, Inc.
SPS Commerce
TARGIT
The List
Total Dynamics Solutions, LLC.
Tribridge
Turnkey Technologies, Inc.
WatServ
44 | GPUG Magazine
learna c adem y cor ner
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GP
GPUG® Academy is pleased to announce two new
professional certificate programs for Microsoft
Dynamics GP professionals: Professional Certificate for
Administrators (PCAD™) and Professional Certificate
for Business Intelligence Administrators (PCBI™).
A Microsoft Dynamics GP professional certificate will differentiate
you from other Microsoft Dynamics GP professionals with a
recognized affirmation of competence and expertise. You will gain
in-depth knowledge of Microsoft Dynamics GP and supporting tools
that will help you feel more confident in your role while learning how
Microsoft Dynamics GP can support your organization. More than
100 GPUG Members and subscribers have signed up for certificate
programs. Come join this community of individuals that are looking
to expand their Microsoft Dynamics GP expertise and set themselves
apart from their peers.
The Professional Certificate for Administrators program enables
Microsoft Dynamics GP administrators to expand their skills and
manage their Microsoft Dynamics GP deployments in a professional,
GP
2 Core Classes2 ElectiveClasses
Community Support Activity
Certified
PUG® Academy is pleased to announce two new
new gpug academy
secure, and optimized way. The PCAD program focuses not only on
your Microsoft Dynamics GP knowledge, but also your knowledge of
supporting tools, technologies, and processes.
The Professional Certificate for Business Intelligence Administrators
program enables Microsoft Dynamics GP professionals working with
Microsoft Dynamics GP business intelligence (BI) and reporting
tools to expand their skills and attest to their deep knowledge of the
various BI tools available.
For more information on GPUG Academy professional certificate
programs, visit www.gpug.com/Academy. The “Get Help on This
Page” link provides registration information. CPE credits are available
for every GPUG Academy class.*
*Dynamic Communities, Inc. (GPUG) is registered with the National Association of State
Boards of Accountancy (NASBA) as a sponsor of continuing professional education on
the National Registry of CPE Sponsors. State boards of accountancy have final authority
on the acceptance of individual courses for CPE credit. Complaints regarding registered
sponsors may be submitted to the National Registry of CPE Sponsors through its website:
www.learningmarket.org.
CERTIFICATE PROGRAM
PROFESSIONAL
Q1 2015 | 45
topicon
...with GPUG® Members
We reached out to
three GPUG Partner
Members and
asked what features
excite them most in
Microsoft Dynamics
GP 2015.
Belinda Allen Microsoft MVP, MCP, MCT co-founder at Smith & Allen Consulting, Inc.
I am super excited about Microsoft Dynamics GP 2015 for two major reasons,
Workflow and Service Oriented Architecture (SOA). Workflow offers immediate
value by providing improved processes involving entering and posting of items. This
in turn should make data available for reporting much faster, thereby improving
business intelligence (BI) and operational decision making.
The SOA should allow Microsoft Dynamics GP to become even more of a “custom
User experience” than it already is. I cannot wait to see how Users across all markets
will use this. We’ve already started working on replacing a few custom apps for our
Customers to make for a truly integrated experience.
Christina Phillips senior managing consultant BKD Technologies
With Microsoft Dynamics GP 2015, we continue the move towards quick and
reliable workflow solutions native to Microsoft Dynamics GP, allowing Users to
expand how their ERP is leveraged in their organization with minimal additional
technical requirements or support.
Charles Allen managing consultant BKD Technologies
The new employee self-service features in Microsoft Dynamics GP 2015 will
enable companies to provide their employees the ability to view and change their
information within the system. These new features, like Employee Paystubs and
Employee Direct Deposit, will make it easy for employees to view and manage their
information from within Microsoft Dynamics GP and with an easier User interface
than Business Portal provided.
3
1
2
1
2
3
46 | GPUG Magazine
WORDS...IN YOUR
Here’s a new feature for GPUG® Magazine, where
we’ll reach out to Members like you to take your
temperature on your GPUG membership.
This issue we spoke with Aaron Back, information
technology systems administrator for Gorilla Glue.
Aaron Back
01.HOW LONG HAVE YOU PERSONALLY BEEN ACTIVE IN GPUG? 02.
WHAT’S BEEN THE MOST BENEFICIAL ASPECT OF YOUR MEMBERSHIP? 03.
WHAT DO YOU SHARE WITH FELLOW USERS/COWORKERS ABOUT GPUG? 04.
WHAT ARE YOU LOOKING FORWARD TO IN 2015 WITH GPUG?
I have been active since early 2011. In the beginning, I was only minimally active: I attended a meeting or two. As I saw the benefits of membership, I increased my involvement over time.
Learning from others. So many people contribute to the community, and this creates a large knowledge base to draw from. It’s wonderful!
The opportunity to learn from the great webinars and articles. This allows them to learn at their pace on the topics relevant to them.
Continued GPUG growth, not only in number of Members, but also growth within each person that is part of the community. I am also looking forward to an awesome GPUG Summit in Reno this October. And, finally, I look forward to seeing the new talent that will step up and share their experiences with the community.
Just print the way you al-ways have; but, select the Liaison Messenger print driver. Liaison Messenger EDD will distribute every-thing simultaneously.
Utilize your existing report templates and contact lists from Dynamics AX, GP, SL and NAV to distribute forms like invoices, POs, & reports, even attachments.
automate
Auto-attach files like; un-paid invoices with AR statements, MSDS with shipping documents, in-stallation specs & invoices. You create the rules!!!
attach
Print, email, fax, ftp, ar-chive, encrypt, assemble, sort, convert, split, batch, burst, even password pro-tect any form or report and then send, store or print it.
distribute
Q1 2015 | 47
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C O N T E S T
logofind the
Congratulations to our Q4 2014 contest
winner, Emily Matkin from RoseASP,
Inc.! Emily found the logo on page 38 of the
Q4 2014 issue of GPUG® Magazine. Let’s
play again. Hidden somewhere between the
covers of this magazine is our GPUG logo.
Can you find it?
While our logo shows up throughout the
magazine in conventional spots, it’s hidden
in only one place.
When you’ve found it, send an email to Logocontest@gpug.com with an
explanation of where and on what page it’s
at. We’ll choose a winner at random and
will highlight him/her in the next issue of the magazine.
Rich Beliveau, director of Academy, shared the stage with
Betsy Whaley during GPUG® Summit’s closing session to
present the inaugural Richard Whaley Academy Award
to Bob McAdam of Dynamic Communities, Inc.
Richard Whaley, a frequent instructor of GPUG
Academy courses, was a valued member of the GPUG community
and a GPUG All Star. Many in the Microsoft Dynamics GP
community benefitted from his numerous presentations during
courses, webinars, and past Summit conferences. He combined his
passion for education with his love of Microsoft Dynamics to help
all be better Microsoft Dynamics Users.
“The Richard Whaley Academy Award was created as a way to
honor Richard and carry on his legacy,” says Rich. “Through the
years, Richard selflessly contributed countless hours of his time and
talents. An award in his honor is a way for GPUG and the community
to recognize others who have been influenced by his example.”
Students participating in
2014 Academy courses and
2013 Summit Academy training
classes were asked to submit their
nominations and vote for the
award recipient.
In the words of one of his nominators: “Bob is an exceptional
instructor. I was lucky to have the opportunity to take two of his
classes, and his professionalism was very impressive. He went
above and beyond to help with my questions about the SmartList
Builder and helped solve a problem I had at work. Bob is amazing,
and he deserves to be the winner of the Richard Whaley Academy
Award.”
Bob is the vice president of finance for Dynamic Communities,
Inc. He presents between 15 and 20 virtual Academy courses
annually in addition to courses and sessions during Summit.
He regularly contributes to the community via Bob’s BloGPipes
(www.gpug.com/blogs/bob-mcadam) and is the co-founder of
Dynamics Podcast (www.dynamicspodcast.com).
“It’s been a pleasure to work with Bob over the past few years,”
says Rich. “His contributions to the Microsoft Dynamics GP
community speak to his dedication to our GPUG Members and to
education.”
“Being recognized by your
peers is always great,” says Bob,
“and having Richard’s name
rightly placed on the award makes
it that much better.”
learna c adem y cor ner
GPUG Honors Inaugural
Richard Whaley Academy
Award Recipient
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Congratulations to our newest PCAP Honor Roll members:
Pamela Street, IT analyst,
Private Diagnostic Clinic, PLLC
Rhonda Runde, controller, Explorer Pipeline
GPUG Academy Professional Certificate Program Update
GP
story by Katie Froeber
Donna Walters, accounts payable coordinator,
Batteries Plus
Maria Barton, accounting clerk, AMERIND Risk
38 | GPUG Magazine
rtificatfifi e PPPrrororoPPrroPr gggram ggggg Update
Donna Walters, accounts payable coordinator,
Batteries Plus
Maria Barton, accounting clerk, AMERIND Risk
48 | GPUG Magazine
Table of Contents
Industry...................Page 50
Horizontal................Page 55
Services...................Page 65
Introducing The List MOBILENow you can get The List To Go!
Search for the products and services
you need with the new Mobile version of
The List! Add it to your home screen from:
www.thelistmobile.com or simply
scan the QR code below:
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 Jane@thepartnerchannel.com.
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!
KEY: Axapta Great Plains Navision Solomon Customer Relationship Management Retail Management System Point of Sale
50 | GPUG Magazine
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.
Data Masons Software
http://www.datamasons.com • 866-575-1631 Vantage Point EDI for Dynamics Data Masons helps companies lever-age EDI into a competitive advantage by providing tight integration with Dynamics, without customizations.
RedTail Solutions http://www.redtailsolutions.com 508-983-1900 RedTail EDI Freedom to Do Business: Stick to what you do best - our cloud service manages your EDI. Integrated with ERP/WMS/3PL systems. Lowest total cost.
RockySoft http://www.RockySoft.com 970-493-0868 ext. 106 Inventory Management and Supply Chain Planning Pack Light Supply Chain Mgmt Suite-Forecasting, Inventory Mgmt, Purchase Order Planning, Vendor Lead Time Mgmt, Retail Store Planning and S&OP.
Total Dynamics Solutions, LLC
http://www.totaldynamicssolutions.com 877-855-8860 CPG Toolkit for Your Entire Organization • NO User/Seat Licensing Costs• Item & Customer Profitability• Multiple Scenario Analysis• Variance Reporting• Top-down/Bottom-up planning by skew, cust, category etc.
Cross Industry Solution
ACOM Solutions, Inc. http://www.acom.com/dynamicsGP 800-347-3638 Integrated Document Management and Process Automation for Dynamics GP Automatically capture, process, route, securely archive and access information directly from Dynamics GP screens.
Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link, Integrated Document Management Capture, workflow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.
Ariett http://www.ariett.com • 781-826-1120 Enterprise Purchasing & Expense/Azure Cloud/On Premise Requisition, PO/Contract Mgmt., AP Automation, Travel/Expense Reporting.
AssureSign LLC
http://www.assuresign.com • 407-670-0400 AssureSign Electronic Signature Software Integrated cloud or on-premise enterprise class Electronic Signatures.
AvidXchange, Inc. http://www.avidxchange.com/landing/microsoftdynamics • 800-560-9305 Complete Accounts Payable Software Solution Streamline invoice capture, intelligently route approvals and automate payments all in 45 days or less... guaranteed.
Business Systems Integrators
http://www.BusinessSysInteg.com 866-871-2097 EDI BSI provides superior EDI solutions for AX & GP, both on-premise & SaaS.
Concur https://www.concur.com • 425-590-5020 Travel Expense and Invoice Management Integrated travel expense and invoice software for Microsoft Dynamics.
DATABASICS, Inc.
http://www.data-basics.com • 314-282-9561
NEW: DATABASICS Time, Expense and Invoice Reporting DATABASICS offers SaaS solutions for Expense Reporting, Time Tracking and Vendor Invoice Management. Flexible, powerful, easy to use.
docSTAR http://www.docstar.com • 888-docSTAR docSTAR eclipse Smart AP Automation docSTAR is the premier AP Automation solution provider for small to mid-size enterprises. Streamline your AP invoice processing with intelligent data capture, workflow, and integration with Microsoft Dynamics ERP.
eRequester by Paperless
Business Systems http://www.erequester.com 206-256-0771 ext. 123 eRequester Web-based procurement and expense management workflow solution.
EthoTech, Inc. http://www.ethotech.com 678-384-7500 ext. 1 Commission Plan Calculate, pay and track all variable com-pensation, including Sales Commissions, Bonuses, Royalties, Rebates and SPIFFS. Effortlessly create and modify commis-sion plans, and then quickly distribute reports by e-mail.
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 Connected Community 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.
Integrated Software, Inc. http://www.isiusa.com • 321-984-1986 Request For Quote Create RFQs. Save Vendor responses. Auto-create PO's and Sales Quotes.
Isis, Inc.
http://www.getpg.net • 804-762-4200 Praetorian Guard User Auditing, Network Monitoring & Network Admin for ALL businesses.
JAT Computer Consulting, Inc. http://www.jatnet.com/JPI.htm 888-525-8874 ext. 462 JAT Payroll Interface (JPI) JPI is a bi-directional integration linking GP HRM and ADP payroll.
JAT Computer Consulting, Inc. http://www.jatnet.com/JBC.htm 888-525-8874 ext. 462 JAT Benefits Connect (JBC) JBC communicates enrollment data to carriers and insurance providers.
IndustryIN
DU
STR
Y
Apparel/Footwear
RedTail Solutions http://www.redtailsolutions.com 508-983-1900 RedTail EDI Freedom to Do Business: Stick to what you do best - our cloud service manages your EDI. Integrated with ERP/WMS/3PL systems. Lowest total cost.
Automotive
AIM Computer Solutions, Inc. http://www.aimcom.com/ • 586-439-0300 AIM Vision Automotive supplier industry focused ERP: EDI, AIAG Labels, MMOG/OEE Requirements, PPAP, Blanket Releases, SCM, Mixed Mode, and Repetitive.
Data Masons Software
http://www.datamasons.com • 866-575-1631 Vantage Point EDI for Dynamics Data Masons helps companies lever-age EDI into a competitive advantage by providing tight integration with Dynamics, without customizations.
Chemicals
BatchMaster Software, Inc. http://www.batchmaster.com/dynamics-gp/capabilities.aspx • 949-583-1646 ext. 226 BatchMaster Manufacturing for Microsoft Dynamics GP BMM GP for formula based manufactur-ers is directly embedded within, not integrated to, MS Dynamics GP. Offers R&D Lab, Formulation, Costing, QC, Batch Production, Compliance, Scheduling, Planning, Mobile, and more.
Horizons International
http://www.qualityessentialssuite.com 866-949-9504 ext. 811 Quality Essentials Suite Quality Mgt. System offers decimal preci-sion, cert. of analysis, non-conformance, material holds, reporting, data export. Integrated to Dynamics, Horizons Manufacturing, also non-integrated application avail.
Vicinity Manufacturing
http://www.vicinitymanufacturing.com 770-421-2467 Vicinity Written for the process manufacturing industry Vicinity manages formulation, quality control, compliance, produc-tion, & planning for Food, Beverage, Chemical, Cosmetic, Personal Care, & Pharmaceutical manufacturers.
KEY: Axapta Great Plains Navision Solomon Customer Relationship Management Retail Management System Point of Sale
Q1 2015 | 51
KTL Solutions, Inc. http://www.ktlsolutions.com • 866-960-0001 Development - Microsoft Dynamics GP/CRM/xRM 15 yrs developing GP customizations (Dexterity, .Net), Source Code Developers, Experts with CRM/xRM as a platform creating customized experiences. Sub-contractor rates to other resellers.
Liaison Software Corp
http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger EDD Batch email, fax, print, archive Invoices, Statements, Sales Orders, Purchase Orders to customers, vendors, sales. Attach supporting documentation. Use existing reports (GP report writer, SSRS, Crystal).
Nexonia http:// www.nexonia.com • 800-291-4829
NEW: Nexonia Highly-automated web and mobile expense reports seamlessly integrated with MS Dynamics GP, including credit cards & multi-currency.
Panatrack, Inc. http://www.panatrack.com • 262-361-4950 PanatrackerGP Field Sales & Inventory Extend GP to capture sales transactions at the point of activity.
PaperSave http://www.PaperSave.com • 877-727-3799 PaperSave PaperSave is a complete document management, electronic workflow and invoice automation solution, Certified for Microsoft Dynamics GP, SL, AX, & CRM.
Paramount Technologies
http://www.paramounttechnologies.com 800-725-4408 WorkPlace eProcurement Solutions for Requisition, Purchasing & Invoice Automation. Options include PunchOut, Check Request, Budget Compliance, RFQ, Requisition, PO Generation, Receiving, Invoice Matching & Vendor Contract Compliance.
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.
Solver
http://www.solverusa.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.
WilloWare, Inc. http://www.willoware.com 888-339-4556 ext. 1 Dynamics GP PowerPack Over 80 Enhancements to GP, based upon customer requests. Enhances virtually every part of the GP System. Make GP more intuitive, easier to use!
Finance/Banking
AssureSign LLC
http://www.assuresign.com • 407-670-0400 AssureSign Electronic Signature Software Integrated cloud or on-premise enterprise class Electronic Signatures.
AvidXchange, Inc. http://www.avidxchange.com/landing/microsoftdynamics • 800-560-9305 Complete Accounts Payable Software Solution Streamline invoice capture, intelligently route approvals and automate payments all in 45 days or less... guaranteed.
Isis, Inc.
http://www.getpg.net • 804-762-4200 Praetorian Guard PG will allow your institution to meet the stringent regulations and auditing guidelines including Sarbanes Oxley, FINRA and more.
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.
Appolis http://www.appolis.com • 612-343-0404 WithoutWireTM Warehouse Barcode mobile traceable lot serial tracked inventory for Manufacture Distributor Pharma Chemical CPG Food Beverage-Field-Supply Chain-Ship-WMS.
ASC Software http://www.ascsoftware.com • 937-429-1428 ASCTrac Award winning, scalable, Warehouse Management Solutions (WMS) designed to support the demanding requirements of Distribution, Manufacturing and 3PL operations, covering the entire Supply Chain cycle.
BatchMaster Software, Inc. http://www.batchmaster.com/dynamics-gp/capabilities.aspx • 949-583-1646 ext. 226 BatchMaster Manufacturing for Microsoft Dynamics GP BMM GP for formula based manufactur-ers is directly embedded within, not integrated to, MS Dynamics GP. Offers R&D Lab, Formulation, Costing, QC, Batch Production, Compliance, Scheduling, Planning, Mobile, and more.
Business Systems Integrators
http://www.BusinessSysInteg.com 866-871-2097 EDI BSI provides superior EDI solutions for AX & GP, both on-premise & SaaS.
Horizons International
http://www.qualityessentialssuite.com 866-949-9504 ext. 811 Quality Essentials Suite Quality Mgt. System offers decimal preci-sion, cert. of analysis, non-conformance, material holds, reporting, data export. Integrated to Dynamics, Horizons Manufacturing, also non-integrated application avail.
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.
RockySoft http://www.RockySoft.com 970-493-0868 ext. 106 Inventory Management and Supply Chain Planning Pack Light Supply Chain Mgmt Suite-Forecasting, Inventory Mgmt, Purchase Order Planning, Vendor Lead Time Mgmt, Retail Store Planning and S&OP.
Vicinity Manufacturing
http://www.vicinitymanufacturing.com 770-421-2467 Vicinity Written for the process manufacturing industry Vicinity manages formulation, quality control, compliance, produc-tion, & planning for Food, Beverage, Chemical, Cosmetic, Personal Care, & Pharmaceutical manufacturers.
Government
Isis, Inc.
http://www.getpg.net • 804-762-4200 Praetorian Guard User Auditing, Network Monitoring & Network Admin for ALL businesses.
Government Contracting
Unanet Technologies http://www.unanet.com • 703-689-9440 Unanet Project Portfolio Resource planning, time/expense tracking & project accounting for GP/SL.
Healthcare
Business Computers
Software, Inc. http://www.business-computers.com 303-494-9390 Time Matrix Time Clock that integrates with Dynamics GP PR, HR, PA, & Manufacturing.
Computer Information
Enterprises http://www.compinfo.com • 949-263-0910 ImageLink ImageLink is a seamless, fully integrated document management solution de-signed for users of Microsoft Dynamics SL and Microsoft Dynamics GP who desire to reduce the amount of paper within their organization.
Integrated Software, Inc. http://www.isiusa.com • 321-984-1986 Health Care Management Billing and Financial Management for Home Health and Long Term Care.
IND
USTR
Y
KEY: Axapta Great Plains Navision Solomon Customer Relationship Management Retail Management System Point of Sale
52 | GPUG Magazine
InterDyn BMI http://www.erp4health.com • 866-264-3249 ERP4Health® Financial Management Software pow-ered by Microsoft Dynamics.
Isis, Inc.
http://www.getpg.net • 804-762-4200 Praetorian Guard PG will allow your healthcare organization to meet the stringent HIPAA auditing needs across your entire organization. You can also help to eliminate risk of malpractice litigation by recording your user's actions.
Kronos Incorporated http://www.kronos.com • 800-225-1561 Workforce Central® Suite Seamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources and financial processes.
Paramount Technologies
http://www.paramounttechnologies.com 800-725-4408 WorkPlace for Healthcare Drive down costs, control purchases and manage your materials. Supports single and multi-site facilities. Integrate Requisition through Invoice Automation and Inventory processes. Record items using barcode scanners.
Sierra Workforce Solutions
http://www.sierraws.com • 800-822-0973 Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data in-tegration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service.
Vertical Solutions, Inc.
http://www.vertsol.com • 513-891-7997 VServiceManagement CfMD enterprise field service for Asset Management, Contracts/Warranties & BPM, Dispatch & Mobility. On-premises or private/public cloud.
High Tech and Electronics
Experlogix, Inc. http://www.experlogix.com 805-504-9729 ext. 712 Experlogix CPQ (Configure Price Quote) for Microsoft Dynamics CRM & ERP Experlogix CPQ solutions meet the demands of today’s competitive mar-ketplace by simplifying the process of selling customized products, accelerat-ing proposal development times and increasing quote-to-order ratios.
QBD Systems http://www.qbdsys.com • 800-743-9003 Universal PLM Integration Integration w/ PLM s/w incl. Agile, Arena, Aras, Solidworks EPDM & more.
Hospitality
pasUNITY http://pasunity.com/Main/cloud.aspx 301-762-8208 ext. 282 pasUNITY Custom Cloud Host Dynamics GP using our custom cloud or use our white label custom cloud and your branding. Your cus-tomer, your brand, our infrastructure.
Industrial Equipment
Experlogix, Inc. http://www.experlogix.com 805-504-9729 ext. 712 Experlogix CPQ (Configure Price Quote) for Microsoft Dynamics CRM & ERP Experlogix CPQ solutions meet the demands of today’s competitive mar-ketplace by simplifying the process of selling customized products, accelerat-ing proposal development times and increasing quote-to-order ratios.
Vertical Solutions, Inc.
http://www.vertsol.com • 513-891-7997 VServiceManagement CfMD enterprise field service for Asset Management, Contracts/Warranties & BPM, Dispatch & Mobility. On-premises or private/public cloud.
Insurance
AssureSign LLC
http://www.assuresign.com • 407-670-0400 AssureSign Electronic Signature Software Integrated cloud or on-premise enterprise class Electronic Signatures.
Life Sciences
Armanino http://www.amllp.com/microsoft-dynamics • 925-790-2600 Armanino A Gold Certified ERP/CRM Partner, we provide award-winning implementation and support for Dynamics to meet your industry-specific needs.
Maintenance Management
eRPortal Software Group LLC
http://www.erportalsoftware.com 413-233-5404 eRPortal CMMS Software Suite The eRPortal Software Group provides high performance, web-enabled, Asset Management, Maintenance Management, and Materials Tracking software solu-tions for managing strategic assets and operations.
Manufacturing
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.
Armanino http://www.amllp.com/microsoft-dynamics 925-790-2600 Armanino A Gold Certified ERP/CRM Partner, we provide award-winning implementation and support for Dynamics to meet your industry-specific needs.
ASC Software http://www.ascsoftware.com • 937-429-1428 ASCTrac Award winning, scalable Warehouse Management Solutions & MFG operations.
BatchMaster Software, Inc. http://www.batchmaster.com/dynamics-gp/capabilities.aspx • 949-583-1646 ext. 226 BatchMaster Manufacturing for Microsoft Dynamics GP BMM GP for formula based manufactur-ers is directly embedded within, not integrated to, MS Dynamics GP. Offers R&D Lab, Formulation, Costing, QC, Batch Production, Compliance, Scheduling, Planning, Mobile, and more.
Business Computers
Software, Inc. http://www.business-computers.com 303-494-9390 Time Matrix Time Clock that integrates with Dynamics GP PR, HR, PA, & Manufacturing.
Computer Information
Enterprises http://www.compinfo.com • 949-263-0910 ImageLink ImageLink is a seamless, fully integrated document management solution de-signed for users of Microsoft Dynamics SL and Microsoft Dynamics GP who desire to reduce the amount of paper within their organization.
docSTAR http://www.docstar.com • 888-docSTAR docSTAR eclipse Smart AP Automation docSTAR is the premier AP Automation solution provider for small to mid-size enterprises. Streamline your AP invoice processing with intelligent data capture, workflow, and integration with Microsoft Dynamics ERP.
Experlogix, Inc. http://www.experlogix.com 805-504-9729 ext. 712 Experlogix CPQ (Configure Price Quote) for Microsoft Dynamics CRM & ERP Experlogix CPQ solutions meet the demands of today’s competitive mar-ketplace by simplifying the process of selling customized products, accelerat-ing proposal development times and increasing quote-to-order ratios.
HighJump Software
http://www.highjump.com 800-328-3271 ext. 4 EDI and WMS Solutions from Highjump EDI and Warehouse Management Solutions for Microsoft Dynamics that streamline the flow of inventory & information from supplier to store shelf. Our adaptable solutions manage the needs of 14,000+ global customers.
Kronos Incorporated http://www.kronos.com • 800-225-1561 Workforce Central® Suite Seamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources and financial processes.
Liaison Software Corp
http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger EDD Batch email, fax, print, archive Invoices, Statements, Sales Orders, Purchase Orders to customers, vendors, sales. Attach supporting documentation. Use existing reports (GP report writer, SSRS, Crystal).
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.
Sierra Workforce Solutions
http://www.sierraws.com • 800-822-0973 Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data in-tegration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service.
Vertical Solutions, Inc.
http://www.vertsol.com • 513-891-7997 VServiceManagement CfMD enterprise field service for Asset Management, Contracts/Warranties & BPM, Dispatch & Mobility. On-premises or private/public cloud.
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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.
WilloWare, Inc. http://www.willoware.com 888-339-4556 ext. 1 Manufacturing PowerPack A suite of enhancements for GP Manufacturing. Tighter integration and added functionality between GP Core Modules and Manufacturing.
Media and Entertainment
Eclipse Computing, Inc http://www.royaltyandrights.com 201-746-6255 ext. 201 Royalty and Rights Management System for Dynamics GP For managing intellectual property, controls all phases of royalty accounting including Contracts, Accruals, Payments & Revenue Recognition.
KORE Software http://www.KOREsoftware.com • 480-240-5662 KORE ProSports™ More teams in the NFL, MLB, NBA & NHL use KORE than any other soft-ware. CRM for sponsorships, tick-et sales, premium seating & media trafficking.
Non-Profit Organizations
Paramount Technologies
http://www.paramounttechnologies.com 800-725-4408 WorkPlace for Non-Profits Requisition & Expense with GL Distribution, Encumbrance & Audit Trails.
Sierra Workforce Solutions
http://www.sierraws.com • 800-822-0973 Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data in-tegration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service.
Unanet Technologies http://www.unanet.com • 703-689-9440 Unanet Project Portfolio Resource planning, time/expense tracking & project accounting for GP/SL.
Oil and Gas
Computer Information
Enterprises http://www.compinfo.com • 949-263-0910 ImageLink ImageLink is a seamless, fully integrated document management solution de-signed for users of Microsoft Dynamics SL and Microsoft Dynamics GP who desire to reduce the amount of paper within their organization.
Pharmaceuticals
Armanino http://www.amllp.com/microsoft-dynamics 925-790-2600 Armanino A Gold Certified ERP/CRM Partner, we provide award-winning implementation and support for Dynamics to meet your industry-specific needs.
ASC Software http://www.ascsoftware.com • 937-429-1428 ASCTrac Award winning, scalable, Warehouse Management Solutions (WMS) designed to support the demanding requirements of Distribution, Manufacturing and 3PL operations, covering the entire Supply Chain cycle.
Concur https://www.concur.com • 425-590-5020 Travel Expense and Invoice Management Integrated travel expense and invoice software for Microsoft Dynamics.
Horizons International
http://www.qualityessentialssuite.com 866-949-9504 ext. 811 Quality Essentials Suite Quality Mgt. System offers decimal preci-sion, cert. of analysis, non-conformance, material holds, reporting, data export. Integrated to Dynamics, Horizons Manufacturing, also non-integrated application avail.
Panatrack, Inc. http://www.panatrack.com • 262-361-4950 PanatrackerGP for Inventory Management Add an integrated bar code solution and turn GP into your WMS for inven-tory management. An easy to install solution with robust features.
Professional Services
JOVACO Solutions Inc. http://www.jovaco.com • 888-988-3535 ext. 122 JOVACO Project Suite Project accounting for professional ser-vice firms to manage projects through web-based time & expense and resource mgmt modules. Top features: extensive reporting, multi-company & inter-departmental capabilities.
Nexonia http://www.nexonia.com • 800-291-4829
NEW: Nexonia Highly-automated web and mobile expense reports seamlessly integrated with MS Dynamics GP, including credit cards & multi-currency.
Unanet Technologies http://www.unanet.com • 703-689-9440 Unanet Project Portfolio Resource planning, time/expense tracking & project accounting for GP/SL.
Property Management
AvidXchange, Inc. http://www.avidxchange.com/landing/microsoftdynamics • 800-560-9305 Complete Accounts Payable Software Solution Streamline invoice capture, intelligently route approvals and automate payments all in 45 days or less... guaranteed.
pasUNITY http://pasunity.com/Main/cloud.aspx 301-762-8208 ext. 282 pasUNITY Custom Cloud Host Dynamics GP using our custom cloud or use our white label custom cloud and your branding. Your cus-tomer, your brand, our infrastructure.
Publishing
Eclipse Computing, Inc http://www.royaltyandrights.com 201-746-6255 ext. 201 Royalty and Rights Management System for Dynamics GP For managing intellectual property, controls all phases of royalty accounting including Contracts, Accruals, Payments & Revenue Recognition.
Restaurant
Sypnio Software http://www.sypnio.com • 815-656-4000 Sypnio ACA Reporting Don’t leave Microsoft Dynamics GP to manage the toughest aspects of em-ployer reporting under the Affordable Care Act. Get the GP Payroll add-on that gives you all-out ACA tracking for eligibility and affordability.
Retail
Avalara, Inc.
http://www.info.avalara.com/TheList 877-780-4848 Avalara for Sales Tax Automation Automate and eliminate the complex-ity of sales tax management with Avalara. A cloud-based sales and use tax calculation, exemption certificate management, filing and remittance solution for Microsoft Dynamics.
HighJump Software
http://www.highjump.com 800-328-3271 ext. 4 EDI and WMS Solutions from Highjump EDI and Warehouse Management Solutions for Microsoft Dynamics that streamline the flow of inventory & information from supplier to store shelf. Our adaptable solutions manage the needs of 14,000+ global customers.
Kronos Incorporated http://www.kronos.com • 800-225-1561 Workforce Central® Suite Seamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources
and financial processes.
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.
Panatrack, Inc. http://www.panatrack.com • 262-361-4950 PanatrackerGP for Inventory Management Add an integrated bar code solution and turn GP into your WMS for inven-tory management. An easy to install solution with robust features.
Panatrack, Inc. http://www.panatrack.com • 262-361-4950 PanatrackerGP Field Sales & Inventory Extend GP to capture sales transactions at the point of activity.
Sypnio Software http://www.sypnio.com • 815-656-4000 Sypnio ACA Reporting Don’t leave Microsoft Dynamics GP to manage the toughest aspects of em-ployer reporting under the Affordable Care Act. Get the GP Payroll add-on that gives you all-out ACA tracking for eligibility and affordability.
Total Dynamics Solutions, LLC
http://www.totaldynamicssolutions.com 877-855-8860 Retail Toolkit for Your Entire Organization • NO User/Seat Licensing Costs• Integrated Store/Merch Planning• Ticket/item/employee detail• Corporate & Store level P&Ls• Inventory analytics/optimization • Product life-cycle management
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Software
Concur https://www.concur.com • 425-590-5020 Travel Expense and Invoice Management Integrated travel expense and invoice software for Microsoft Dynamics.
Nexonia http:// www.nexonia.com • 800-291-4829
NEW: Nexonia Highly-automated web and mobile expense reports seamlessly integrated with MS Dynamics GP, including credit cards & multi-currency.
Corporate Services
http://www.corpservice.com • 800-293-6822 TrakQuip and RTMS Software Solutions Whether you own, rent, or utilize equip-ment, TrakQuip & RTMS make it easy to track & manage your assets, automate routine business operations, & produce excellent financial information to ac-curately run your business.
Staffing/Recruiting
Sypnio Software http://www.sypnio.com • 815-656-4000 Sypnio ACA Reporting Don’t leave Microsoft Dynamics GP to manage the toughest aspects of em-ployer reporting under the Affordable Care Act. Get the GP Payroll add-on that gives you all-out ACA tracking for eligibility and affordability.
Transportation
Selective Software Inc. http://www.selectivesoftware.com421-369-0480
NEW: In Transit Software Integrated solutions for Trucking: Loads, Driver/Carrier Pay, Freight Billing, EDI, Dispatch, Imaging, Maintenance & Repair, Fuel Integration, Road Taxes. Reporting & more. Asset-Based & Brokerage.
Warehouse Management
Appolis http://www.appolis.com • 612-343-0404 WithoutWireTM Warehouse Barcode mobile traceable lot serial tracked inventory for Manufacture Distributor Pharma Chemical CPG Food Beverage-Field-Supply Chain-Ship-WMS.
ASC Software http://www.ascsoftware.com • 937-429-1428 ASCTrac Award winning, scalable, Warehouse Management Solutions (WMS) designed to support the demanding requirements of Distribution, Manufacturing and 3PL operations, covering the entire Supply Chain cycle.
HighJump Software
http://www.highjump.com 800-328-3271 ext. 4 EDI and WMS Solutions from Highjump EDI and Warehouse Management Solutions for Microsoft Dynamics that streamline the flow of inventory & information from supplier to store shelf. Our adaptable solutions manage the needs of 14,000+ global customers.
Panatrack, Inc. http://www.panatrack.com • 262-361-4950 PanatrackerGP for Inventory Management Add an integrated bar code solution and turn GP into your WMS for inven-tory management. An easy to install solution with robust features.
WilloWare, Inc. http://www.willoware.com 888-339-4556 ext. 1 CompleteCount Controlled cycle counts in GP using stock tags. Print tags, ensure accuracy, minimize downtime. Now with ExcelLink- export/import to CSV files.
Wholesale Trade: Durable Goods
Data Masons Software
http://www.datamasons.com • 866-575-1631 Vantage Point EDI for Dynamics Data Masons helps companies lever-age EDI into a competitive advantage by providing tight integration with Dynamics, without customizations.
RockySoft http://www.RockySoft.com 970-493-0868 ext. 106 Inventory Management and Supply Chain Planning Pack Light Supply Chain Mgmt Suite-Forecasting, Inventory Mgmt, Purchase Order Planning, Vendor Lead Time Mgmt, Retail Store Planning and S&OP.
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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:
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Accounting
Encore Business Solutions http://www.encorebusiness.com 888-898-4330
NEW: ePayStub for Canadian Payroll ePaystub for Canadian Payroll is a seam-less extension to Microsoft Dynamics GP Canadian Payroll that allows users to email out employee Payslips with an email that is password protected.
pasUNITY http://pasunity.com/Main/cloud.aspx 301-762-8208 ext. 282 pasUNITY Custom Cloud Host Dynamics GP using our custom cloud or use our white label custom cloud and your branding. Your cus-tomer, your brand, our infrastructure.
Affordable Care Act Reporting
AIM Technologies http://www.aim-technologies.com/acadashboard.html • 888-234-0428 The ACA Dashboard Complete solution for proactive man-agement and reporting for compliance with the Affordable Care Act.
Greenshades Software http://www.greenshades.com/landing-aca.php?source=TheList • 888-255-3815 ext. 2 Affordable Care Act From tracking eligibility and enroll-ment requirements to producing and filing 1095-C returns, Greenshades has Affordable Care Act requirements under control. Request a demo today and take the pain out of ACA.
Sypnio Software http://www.sypnio.com • 815-656-4000 Sypnio ACA Reporting Don’t leave Microsoft Dynamics GP to manage the toughest aspects of em-ployer reporting under the Affordable Care Act. Get the GP Payroll add-on that gives you all-out ACA tracking for eligibility and affordability.
Analytics
Encore Business Solutions http://www.encorebusiness.com 888-898-4330 ext. 336 Project Tracking with Advanced Analytics Streamline your COAs. Record & report rev, expense & profit by proj; against budgets; over multiple yrs. Great alter-nate to GP Proj. Acctg.
Encore Business Solutions http://www.encorebusiness.com 888-898-4330 ext. 336 Advanced SmartList Enhanced analysis of SmartList data. Ad-hoc reports & queries on the fly. Sort, filter & re-order columns easily. Sum groups of info fast.
Kronos Incorporated http://www.kronos.com • 800-225-1561 Workforce Central® Suite Seamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources and financial processes.
Asset Maintenance/MRO/EAM
eRPortal Software Group LLC
http://www.erportalsoftware.com 413-233-5404 eRPortal CMMS Software Suite The eRPortal Software Group provides high performance, web-enabled, Asset Management, Maintenance Management, and Materials Tracking software solu-tions for managing strategic assets and operations.
Vertical Solutions, Inc.
http://www.vertsol.com • 513-891-7997 VServiceManagement CfMD enterprise field service for Asset Management, Contracts/Warranties & BPM, Dispatch & Mobility. On-premises or private/public cloud.
Automation
mc² http://www.mc2software.com • 303-872-3000 GP Agent Schedule maintenance - checklists, script statements, reconcile & more.
Backup & Recovery
Isis, Inc.
http://www.getpg.net • 804-762-4200 Praetorian Guard PG will backup your PCs and Servers across your entire organization.
Barcode Data Collection
Panatrack, Inc. http://www.panatrack.com • 262-361-4950 PanatrackerGP for Inventory Management Add an integrated bar code solution and turn GP into your WMS for inven-tory management. An easy to install solution with robust features.
Panatrack, Inc. http://www.panatrack.com • 262-361-4950 PanatrackerGP for Fixed Assets Bar Code data capture extending GP Fixed Asset module to manage assets.
Budgeting
deFacto Global, Inc.
http://www.deFactoGlobal.com 203-894-1789 ext. 221 deFacto Performance Management Premier “All-in-One”Dynamics Financial & Operational Budgeting, Forecasting, Consolidation, Analysis and Reporting, Excel/Web-based. Powerful, Affordable.
Dynamic Budgets http://www.dynamicbudgets.com 650-332-6650 Dynamic Budgets Replace Forecaster with a more intui-tive and robust budgeting tool which can be up and running in 2 hours! Give your staff real-time drill down report-ing on GP transactions and eliminate Excel-based budgeting chaos.
Solver
http://www.solverusa.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.
Total Dynamics Solutions, LLC
http://www.totaldynamicssolutions.com 877-855-8860 Budgeting & Planning ToolKit for Your Entire Organization • NO User/Seat Licensing Costs• Financial & Sales Planning • Procurement Planning• Trade Management• Secure input, consolidation, and Versioning; top-down/bottom-up
Business Intelligence
deFacto Global, Inc.
http://www.deFactoGlobal.com 203-894-1789 ext. 221 deFacto Performance Management Premier “All-in-One” Dynamics Financial & Operational Budgeting, Forecasting, Consolidation, Analysis and Reporting, Excel/Web-based. Powerful, Affordable.
Flexible Solutions http://www.GPReportsViewer.com 212-254-4112 ext. 1 GP Reports Viewer Easily & quickly print/email Crystal/SRS/Excel reports directly from Dynamics GP. Replace existing GP reports, link reports directly to GP and 3rd party windows, pass parameters to reports directly from fields in GP.
Halo Business Intelligence
http://www.halobi.com • 888-300-0219 Halo Business Intelligence Any source, data quality, rapidly deploy, predict, collaborate & mobile.
Solver
http://www.solverusa.com • 310-691-5300 Solver - BI360 Suite Both Excel & Web-based Financial & Operational Reporting, Budgeting, Dashboards, & a pre-configured Data Warehouse w/ direct integration to Microsoft Dynamics.
Sunrise Technologies
http://www.sunriseconsult.com • 336-722-6741 Sunrise BI Put data to work anytime, on any device, anywhere; enabling companies to make decisions and take action, empower-ing users beyond BI. Provides mobile, analytics, and extension/completion of transactional systems.
Total Dynamics Solutions, LLC
http://www.totaldynamicssolutions.com 877-855-8860 Business Intelligence Plus Toolkit for Your Entire Organization • NO User/Seat Licensing Costs• Dynamic Cubes (GL/Profit/&More)• Web-based Reporting• Dashboards• Admin Tools: Security/Scenarios/ Hierarchy/ & More
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Business Process Management
ACOM Solutions, Inc. http://www.acom.com/dynamicsGP • 800-347-3638 Integrated Document Management & Business Process Automation for Dynamics GP Intelligently recognize content within documents to drive AP & workflow process automation. Speed decision making, eliminate manual tasks & in-stantly access document information directly from your Dynamics GP screen.
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.
docSTAR http://www.docstar.com • 888-docSTAR docSTAR eclipse Smart AP Automation docSTAR is the premier AP Automation solution provider for small to mid-size enterprises. Streamline your AP invoice processing with intelligent data capture, workflow, and integration with Microsoft Dynamics ERP.
JAT Computer Consulting, Inc. http://www.jatnet.com/JBC.htm 888-525-8874 ext. 462 JAT Benefits Connect (JBC) JBC communicates enrollment data to carriers and insurance providers.
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
Liaison Software Corp
http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger DD Batch email password protected Direct Deposit Statements to Employees.
MHC Software, Inc.
http://www.mhcsoftwareinc.com 952-882-3341 Document Express Accounts Payable & Payroll MICR Check Printing MICR checks print to blank stock from standard Dynamics output. Ideal for unique customizations- print virtu-ally any data available in Dynamics on checks. Digitized signatures, positive pay, secure remote printing.
Trans-Micro, Inc. http://www.checkfactory.com • 800-749-2335 Check Factory Visual Series v5 for Dynamics GP and SL Check Factory® Visual Series is a MICR check and forms printing software solu-tion designed to completely replace the need to purchase pre-printed checks and forms. Check Factory works inside Dynamics GP and SL.
Collaboration Platform
Higher Logic http://www.higherlogic.com • 202-360-4402 Connected Community 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.
Commissions
EthoTech, Inc. http://www.ethotech.com 678-384-7500 ext. 1 Commission Plan Calculate, pay and track all variable com-pensation, including Sales Commissions, Bonuses, Royalties, Rebates and SPIFFS. Effortlessly create and modify commis-sion plans, and then quickly distribute reports by e-mail.
Flaum Technologies Inc. http://www.CommissionCalc.com 888-962-6667 ext. 24 CommissionCalc The practical way to automate "impos-sible" commission plans.
Compliance
ACOM Solutions, Inc. http://www.acom.com/dynamicsGP 800-347-3638 Integrated Document Management and Process Automation for Dynamics GP Direct and control the entire lifecycle of your documents and unstructured information, while protecting the in-formation within them & keeping you within compliance mandates.
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.
Greenshades Software http://www.greenshades.com/landing-aca.php?source=TheList • 888-255-3815 ext. 2 Affordable Care Act From tracking eligibility and enroll-ment requirements to producing and filing 1095-C returns, Greenshades has Affordable Care Act requirements under control. Request a demo today and take the pain out of ACA.
Isis, Inc.
http://www.getpg.net • 804-762-4200 Praetorian Guard PG will allow your institution to meet the stringent regulations and auditing guidelines including Sarbanes Oxley, FINRA and more.
Rockton Software http://www.rocktonsoftware.com 877-476-2586 Dynamics GP Toolbox 25 helpful tools in one convenient package? Just when you thought it couldn’t get any better.
Rockton Software http://www.rocktonsoftware.com 877-476-2586 Auditor Changes happen. Now you have a way to track them all.
Sypnio Software http://www.sypnio.com • 815-656-4000 Sypnio ACA Reporting Don’t leave Microsoft Dynamics GP to manage the toughest aspects of em-ployer reporting under the Affordable Care Act. Get the GP Payroll add-on that gives you all-out ACA tracking for eligibility and affordability.
Cost Accounting
Corporate Renaissance Group
http://www.crgroup.com • 613-232-4295 Cost Allocator Perform multi-level account allocations using 1 of 4 methods: percentage values, fixed amounts, cost drivers/measures, or account balance. Integrates with Dynamics, other ERP solutions or as a stand-alone system.
Credit Card/Check Processing
Ariett http://www.ariett.com • 781-826-1120 Enterprise Travel & Expense Reporting/Azure Cloud/On Premise Personal & Corporate Credit Cards, Currency, Reconciliation & Receipts.
Integrated Software, Inc. http://www.isiusa.com • 321-984-1986 Check Processing Electronic Check Processing integrated with SOP and Cash Receipts.
Integrated Software, Inc. http://www.isiusa.com • 321-984-1986 Credit Card Authorization PCI validated. Token-based system eliminates need to store sensitive credit card data. Handles all your credit card processing needs. Seamlessly integrated with Sales Order Processing and Cash Receipts.
Nodus Technologies, Inc. http://www.nodus.com • 909-482-4701 Credit Card Advantage Our ePayment solution will simplify your payment acceptance process & reconciliation, reduce credit card fees & fulfill PCI requirements.
Customer Relationship Management
Armanino http://www.amllp.com/microsoft-dynamics 925-790-2600 Armanino A Gold Certified ERP/CRM Partner, we provide award-winning implementation and support for Dynamics to meet your industry-specific needs.
eBridge Connections
http://www.ebridgeconnections.com 800-755-6921 eBridge for CRM Cloud solution for seamless integration of customer & opportunity data.
Experlogix, Inc. http://www.experlogix.com 805-504-9729 ext. 712 Experlogix CPQ (Configure Price Quote) for Microsoft Dynamics CRM & ERP Experlogix CPQ solutions meet the demands of today’s competitive mar-ketplace by simplifying the process of selling customized products, accelerat-ing proposal development times and increasing quote-to-order ratios.
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Data Integration
Admiral Consulting Group http://www.admiral-west.com/solutions_activeconnect.html • 866-794-1275 ext. 101 ActiveConnect Integrate data from your website, SQL Server, ODBC, or Excel up to 20x faster and more easily than with Integration Manager, for less cost. Also send data directly from Excel to Dynamics with a click of a button.
Alba Spectrum Corporation http://www.albaspectrum.com • 773-384-9264 Alba360 Posting Server GP Automated GP posting utility optimized for high transaction volume with support for audit trails, email error notification, Inter/cross-company transactions, batch selection rules & 3rd party application integration.
eBridge Connections
http://www.ebridgeconnections.com 800-755-6921 eBridge Integration Solution The leading cloud integration platform for EDI, eCommerce & CRM systems.
Encore Business Solutions http://www.encorebusiness.com 888-898-4330 ext. 336 Project Tracking with Advanced Analytics Streamline your COAs. Record & report rev, expense & profit by proj; against budgets; over multiple yrs. Great alternate to GP Proj. Acctg.
pasUNITY http://pasunity.com/Main/cloud.aspx 301-762-8208 ext. 282 pasUNITY Custom Cloud Host Dynamics GP using our custom cloud or use our white label custom cloud and your branding. Your cus-tomer, your brand, our infrastructure.
Distribution
ASC Software http://www.ascsoftware.com • 937-429-1428 ASCTrac Award winning, scalable Warehouse Management Solutions & MFG operations.
KTL Solutions, Inc. http://www.ktlsolutions.com • 866-960-0001 KTL SOP Advanced Distribution Allows you to dynamically define where each segment of the account comes from either the customer, vendor item, system, static, or payment terms.
RockySoft http://www.RockySoft.com 970-493-0868 ext. 106 Inventory Management and Supply Chain Planning Pack Light Supply Chain Mgmt Suite-Forecasting, Inventory Mgmt, Purchase Order Planning, Vendor Lead Time Mgmt, Retail Store Planning and S&OP.
WilloWare, Inc. http://www.willoware.com 888-339-4556 ext. 1 Dynamics GP PowerPack Over 80 Enhancements to GP, based upon customer requests. Enhances virtually every part of the GP System. Make GP more intuitive, easier to use!
Document Management
ACOM Solutions, Inc. http://www.acom.com/dynamicsGP 800-347-3638 Advanced Document Management and Process Automation integrated for Dynamics GP Capture and intelligently recognize the content within documents to automatically process, route, securely archive and access information directly from your Dynamics GP screens and via Web browser.
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 Enterprise AP Document Management/Azure Cloud/On Premise Invoice Capture & Approval, Accrual Reports, Intercompany, PO Matching.
Computer Information
Enterprises http://www.compinfo.com • 949-263-0910 ImageLink ImageLink is a seamless, fully integrated document management solution de-signed for users of Microsoft Dynamics SL and Microsoft Dynamics GP who desire to reduce the amount of paper within their organization.
docSTAR http://www.docstar.com • 888-docSTAR docSTAR eclipse Smart AP Automation docSTAR is the premier AP Automation solution provider for small to mid-size enterprises. Streamline your AP invoice processing with intelligent data cap-ture, workflow, and integration with Microsoft Dynamics ERP.
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.
Greenshades Software http://www.greenshades.com 888-255-3815 ext. 2 Greenshades Online Employee Services Streamline your HR processes. Our Employee Services module makes benefit sign-up easy and our web based portal eliminates the need to print employee documents and paystubs.
Liaison Software Corp
http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger EDD Batch email, fax, print, archive Invoices, Statements, Sales Orders, Purchase Orders to customers, vendors, sales. Attach supporting documentation. Use existing reports (GP report writer, SSRS, Crystal).
Metafile Information Systems, Inc.
http://www.metaviewer.com • 507-286-9232 MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solu-tions by adding integrated scanning, OCR, eInvoicing, workflow, and AP/AR Automation.
MHC Software, Inc.
http://www.mhcsoftwareinc.com 952-882-3341 MHC Image Express Electronically archive vendor invoices, HRdocs, POs & more. Automated docu-ment entry. Retrieve documents from Dynamics screens or web browser. Retrieve related documents with a single click. Workflow & Report imaging
PaperSave http://www.PaperSave.com • 877-727-3799 PaperSave PaperSave is a complete document management, electronic workflow and invoice automation solution, Certified for Microsoft Dynamics GP, SL, AX, & CRM.
E-commerce
Avalara, Inc.
http://www.info.avalara.com/TheList 877-780-4848 Avalara for Sales Tax Automation Automate and eliminate the complex-ity of sales tax management with Avalara. A cloud-based sales and use tax calculation, exemption certificate management, filing and remittance
solution for Microsoft Dynamics.
Computer Pundits Corporation
http://www.eCommerce21.com • 888-786-3487 eCommerce21® Patented B2B and B2C database driven eCommerce, fully integrated with Dynamics, for automated production of Web Storefront with intuitive navigation, SEO and full Shopping Cart for easier sales from your website.
eBridge Connections
http://www.ebridgeconnections.com 800-755-6921 eBridge for eCommerce Cloud integration with 20+ eCommerce platforms eg. Magento, Amazon, eBay
Kamp-Data, Inc. http://www.kampdata.com • 406-404-2036 KampData TaxEngine Manage & report nationwide sales & use taxes from any application.
k-eCommerce http://www.k-eCommerce.com 855-k-eCommerce k-eCommerce Integrated B2B, B2C & Sales Portal websites deployed on premise or in a PCI Certified cloud. Built-in CMS, SEO, multilingual / multicurrency capabilities & responsive web design to support mobile & tablet devices.
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Nodus Technologies, Inc. http://www.nodus.com • 909-482-4701 eStore Solution Stack Go beyond shopping cart integration with our automated web store for handing web orders and fulfilling them through Dynamics GP.
Vertex SMB http://www.VertexSMB.com/TheList 855-221-5885 Vertex SMB Cloud-based, fully automated sales & use tax calculation and returns solution for Microsoft Dynamics with pay-as-you-go pricing.
EDI
AIM Computer Solutions, Inc.
http://www.aimcom.com • 586-439-0300 AIM Vision AutoSys EDI, AIAG barcode labels, Demand Mgmt, Release Acctg., MMOG-LE/TS16949.
Business Systems Integrators
http://www.BusinessSysInteg.com 866-871-2097 EDI BSI provides superior EDI solutions for AX & GP, both on-premise & SaaS.
Data Masons Software
http://www.datamasons.com • 866-575-1631 Vantage Point EDI for Dynamics Data Masons helps companies lever-age EDI into a competitive advantage by providing tight integration with Dynamics, without customizations.
eBridge Connections
http://www.ebridgeconnections.com 800-755-6921 eBridge for EDI Cloud EDI solution, no transaction fees, 1000+ trading partners.
HighJump Software
http://www.highjump.com 800-328-3271 ext. 4 EDI and WMS Solutions from Highjump EDI and Warehouse Management Solutions for Microsoft Dynamics that streamline the flow of inventory & in-formation from supplier to store shelf. Our adaptable solutions manage the needs of 14,000+ global customers.
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
ACOM Solutions, Inc. http://www.acom.com/dynamicsGP 800-347-3638 Integrated Document Management and Process Automation for Dynamics GP Automatically capture, route, deliver, archive and securely access information directly from Dynamics GP screens and via Web Browser.
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.
Liaison Software Corp
http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger EDD Batch email, fax, print, archive Invoices, Statements, Sales Orders, Purchase Orders to customers, vendors, sales. Attach supporting documentation. Use existing reports (GP report writer, SSRS, Crystal).
Rockton Software http://www.rocktonsoftware.com 877-476-2586 Dynamics Report Manager Rockton has made reporting so fast & easy you’ll want to send us flowers.
Electronic Signatures
AssureSign LLC
http://www.assuresign.com • 407-670-0400 AssureSign Electronic Signature Software Integrated cloud or on-premise enterprise class Electronic Signatures.
Expense Solutions
Ariett http://www.ariett.com • 781-826-1120 Enterprise Travel & Expense Reporting/Azure Cloud/On Premise Expense Reports, Travel, Receipts, Credit Cards, Currency, Any Device.
Concur https://www.concur.com • 425-590-5020 Travel Expense and Invoice Management Integrated travel expense and invoice software for Microsoft Dynamics.
DATABASICS, Inc.
http://www.data-basics.com • 314-282-9561
NEW: DATABASICS Time, Expense and Invoice Reporting DATABASICS offers SaaS solutions for Expense Reporting, Time Tracking and Vendor Invoice Management. Flexible, powerful, easy to use.
DynamicPoint http://www.dynamicpoint.com • 562-726-4396 SharePoint Expense Reimbursement Solution Exclusively for Microsoft Dynamics One Time Cost and No Per User Fees. Leverage DynamicPoint's SharePoint Product at a fraction of alternative solution costs to effectively integrate and streamline employee expense reimbursement with Dynamics.
eRequester by Paperless
Business Systems http://www.erequester.com 206-256-0771 ext. 123 eRequester Web-based procurement and expense management workflow solution.
Gorilla Expense
http://www.gorillaexpense.com 877-973-6737 Gorilla Expense The Gorilla Expense T&E solution includes mobile apps, purchase card & corpo-rate credit card reconciliation, project accounting expenses, multi-currency, VAT/GST capture & robust integration with GP, NAV, AX & SL.
Joesoftware Inc. http://www.joesoftware.com • 780-990-0220 Spencer Easy, configurable, web-based ex-pense tracking system. Seamlessly drive Payables or Project Accounting. Credit card integration, workflow, multi-currency, VAT support, electronic receipts and more.
Nexonia http://www.nexonia.com • 800-291-4829
NEW: Nexonia Highly-automated web and mobile expense reports seamlessly integrated with MS Dynamics GP, including credit cards & multi-currency.
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 produces web-enabled tools for mobile field service automa-tion. Work orders, timesheets, dispatch boards, quoting tools and customer portals integrate directly with Dynamics for maximum efficiency.
FieldOne Systems
http://www.fieldone.com • 201-252-8900 FieldOne Sky An end-to-end platform supporting all phases of field service management including routing and scheduling, work process automation, communications, and business intelligence with support
for any mobile device.
Vertical Solutions, Inc.
http://www.vertsol.com • 513-891-7997 VServiceManagement CfMD enterprise field service for Asset Management, Contracts/Warranties & BPM, Dispatch & Mobility. On-premises or private/public cloud.
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Financial Services
ICAN Software Corporation http://www.icansoftware.com • 253-777-0708 Investment Assets Unrealized and realized gains/losses, amortization, interest accruals, track portfolios and percent of ownership by multiple entities.
Fixed Assets
Panatrack, Inc. http://www.panatrack.com • 262-361-4950 PanatrackerGP for Fixed Assets Bar Code data capture extending GP Fixed Asset module to manage assets.
General Ledger
Admiral Consulting Group http://www.admiral-west.com/advancedallocations/index.html 866-794-1275 ext. 101 Advanced Allocations for Dynamics GP You can easily allocate entire depart-ments, perform tiered allocations, and even allocate transactions. Advanced Allocations also allows you to preview allocation entries before committing them to your ledger.
Alba Spectrum Corporation http://www.albaspectrum.com • 773-384-9264 Alba360 Advanced Customer Merge Customer merge utility designed for large databases. Provisional merge selects, reviews & approves customers to merge. Final merge transfers data to the primary customer. Can update third party tables.
Alba Spectrum Corporation http://www.albaspectrum.com • 773-384-9264 Alba360 Advanced Quick Journals Allows intercompany and multicur-rency transactions to be included in GL Quick Journals.
Alba Spectrum Corporation http://www.albaspectrum.com • 773-384-9264 Alba360 Financial Utilities Cross-Company control of segment & account descriptions; Historical Journal Entry to any closed year; Advanced Customer Merge (see separate entry).
Corporate Renaissance Group http://www.crgroup.com/AATools 613-232-4295 AA Tools for Analytical Accounting AA Tools has 4 modules (AA Backfiller, AA Changer, AA SegmentConverter, AA Cubes) to manage the data in AA. Backfill AA data, change AA codes, convert GL segments to AA Dimensions, and complete analytics.
Corporate Renaissance Group http://www.crgroup.com/reformatter 613-232-4295 CRG Re-Formatter CRG Re-Formatter is the only tool currently available to help companies quickly & easily modify the account framework of Microsoft Dynamics GP™ GP after the initial installation.
Sikich http://www.ExcelIntegrator.com 260-485-0665 Infinia Integrator GL, AR, AP for AA Copy-Paste-Import transactions with AA codes from Excel to Dynamics.
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
Corporate Renaissance
Group http://www.employee-performance.com 877-711-0367 emPerform Award-winning employee performance management for Microsoft Dynamics GP & AX HR. Online performance reviews, 360° assessments, goal management, succession planning, pay-for-performance, reporting & social feedback.
Greenshades Software http://www.greenshades.com/landing-aca.php?source=TheList • 888-255-3815 ext. 2 Affordable Care Act From tracking eligibility and enroll-ment requirements to producing and filing 1095-C returns, Greenshades has Affordable Care Act requirements under control. Request a demo today and take the pain out of ACA.
Greenshades Software http://www.greenshades.com 888-255-3815 ext. 2 Greenshades Online Employee Services Streamline your HR processes. Our Employee Services module makes benefit sign-up easy and our web based portal eliminates the need to print employee documents and paystubs.
Integrity Data http://www.integrity-data.com 217-732-3737 ext. 0203 HR & Payroll Enhancements for Dynamics GP Proven solutions for US HR & Payroll including leave management, budget-ing and managing FTE’s, and more!
JAT Computer Consulting, Inc. http://www.jatnet.com/JPI.htm 888-525-8874 ext. 462 JAT Payroll Interface (JPI) JPI is a bi-directional integration linking GP HRM and ADP payroll.
JAT Computer Consulting, Inc. http://www.jatnet.com/JBC.htm 888-525-8874 ext. 462 JAT Benefits Connect (JBC) JBC communicates enrollment data to carriers and insurance providers.
Kronos Incorporated http://www.kronos.com • 800-225-1561 Workforce Central® Suite Seamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources and financial processes.
Paychex http://mystaffingpro.com • 800-939-2462 myStaffingPro Applicant Tracking System Recruiting software to qualify applicants, track jobs, and select hires.
Inter-company Processing
Corporate Renaissance Group http://www.crgroup.com/combiner 613-232-4295 Company Combiner With Company Combiner, multiple companies with the same COA can be combined into a single company. Organizations are able to manage all of the companies setup in Dynamics GP from a single company. Services are avail.
mc² http://www.mc2software.com • 303-872-3000 Advanced Intercompany Transactions Inter- and intra- company solution for GL, PM, RM, POP, PR, BR, and IV.
Sikich http://www.ExcelIntegrator.com 260-485-0665 Infinia Integrator MEM Copy & paste GP intercompany trans-actions or Binary Stream MEM from Excel to GP.
Inventory Enhancement
Panatrack, Inc. http://www.panatrack.com • 262-361-4950 PanatrackerGP Field Sales & Inventory Extend GP to capture sales transactions at the point of activity.
WilloWare, Inc. http://www.willoware.com 888-339-4556 ext. 1 CompleteCount Controlled cycle counts in GP using stock tags. Print tags, ensure accu-racy, minimize downtime. Now with ExcelLink- export/import to CSV files.
Inventory Management
Armanino http://www.amllp.com/microsoft-dynamics 925-790-2600 Armanino A Gold Certified ERP/CRM Partner, we provide award-winning implementa-tion and support for Dynamics to meet your industry-specific needs.
ASC Software http://www.ascsoftware.com • 937-429-1428 ASCTrac Award winning, scalable Warehouse Management Solutions & MFG operations.
Cutwater http://www.cutwatersolutions.com 800-564-8806 (AIM) Advanced Inventory Manager Reporting categories to allow users to gain insight into the cost and efficiency of current stocks. Reports also track order history and analyze and monitor purchasing trends across vendors and product groups.
Panatrack, Inc. http://www.panatrack.com • 262-361-4950 PanatrackerGP for Inventory Management Add an integrated bar code solution and turn GP into your WMS for inven-tory management. An easy to install solution with robust features.
RockySoft http://www.RockySoft.com 970-493-0868 ext. 106 Inventory Management and Supply Chain Planning Pack Light Supply Chain Mgmt Suite-Forecasting, Inventory Mgmt, Purchase Order Planning, Vendor Lead Time Mgmt, Retail Store Planning and S&OP.
Invoicing Enhancement
AvidXchange, Inc. http://www.avidxchange.com/landing/microsoftdynamics • 800-560-9305 Complete Accounts Payable Software Solution Streamline invoice capture, intelligently route approvals and automate payments all in 45 days or less... guaranteed.
Concur https://www.concur.com • 425-590-5020 Travel Expense and Invoice Management Integrated travel expense and invoice software for Microsoft Dynamics.
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DynamicPoint http://www.dynamicpoint.com/products/invoice_automation.aspx • 562-726-4396 SharePoint Invoice Automation Solution Exclusively for Microsoft Dynamics One Time Cost & No Per User Fees. Leverage SharePoint Invoice Automation (AP) Solution at a fraction of alternative solution costs to effectively automate, real-time management of invoice to payment processing.
Encore Business Solutions http://www.encorebusiness.com 888-898-4330 ext. 336 Subscription Billing (formerly called Recurring Contract Billing) Automates & manages cyclical & sub-scription based billings.
k-eCommerce http://www.k-eCommerce.com 855-k-eCommerce Online Bill Pay Bundle View, print and pay invoices by ACH or credit card securely from a website with real-time fund recognition.
k-eCommerce http://www.k-eCommerce.com 855-k-eCommerce Credit Card Extension Secure, PCI Certified ACH/credit card solution with batch processing and ability to store sensitive data off site with tokenization.
Nodus Technologies, Inc. http://www.nodus.com • 909-482-4701 ePay Advantage - Online Bill Pay Improve cash flow, automate A/R with the latest in online bill payment technol-ogy that is seamlessly integrated with Dynamics GP. Also provides an online solution to automate your recurring billing cycles.
Job Costing
JOVACO Solutions Inc. http://www.jovaco.com 888-988-3535 ext. 122 JOVACO Project Suite Project accounting for professional ser-vice firms to manage projects through web-based time & expense and resource mgmt modules. Top features: extensive reporting, multi-company & inter-departmental capabilities.
Sierra Workforce Solutions
http://www.sierraws.com • 800-822-0973 Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data in-tegration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service.
Manufacturing Enhancement
Horizons International
http://www.qualityessentialssuite.com 866-949-9504 ext. 811 Quality Essentials Suite Quality Mgt. System offers decimal preci-sion, cert. of analysis, non-conformance, material holds, reporting, data export. Integrated to Dynamics, Horizons Manufacturing, also non-integrated application avail.
WilloWare, Inc. http://www.willoware.com 888-339-4556 ext. 1 Manufacturing PowerPack A suite of enhancements for GP Manufacturing. Tighter integration and added functionality between GP Core Modules and Manufacturing.
WilloWare, Inc. http://www.willoware.com 888-339-4556 ext. 1 MO Generator MO Generator creates a set of MO's for a parent item and all make-to-stock sub-assemblies below the parent. Import Items, MO's, Experlogix MO's
Mobility
Panatrack, Inc. http://www.panatrack.com • 262-361-4950 PanatrackerGP Field Sales & Inventory Extend GP to capture sales transactions at the point of activity.
Payables Enhancement
ACOM Solutions, Inc. http://www.acom.com/dynamicsGP 800-347-3638 Integrated Document Management and AP Automation for Dynamics GP Automate your entire AP process end-to-end. Intelligently recognize content within documents to automatically process, route, securely archive & ac-cess info directly from your Dynamics GP screens & via Web browser.
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 Enterprise AP Invoice Automation/Azure Cloud/On Premise Invoice Capture & Approval, Intercompany, Currency, New Vendor Mgmt.
AvidXchange, Inc. http://www.avidxchange.com/landing/microsoftdynamics • 800-560-9305 Complete Accounts Payable Software Solution Streamline invoice capture, intelligently route approvals and automate payments all in 45 days or less... guaranteed.
Concur https://www.concur.com • 425-590-5020 Travel Expense and Invoice Management Integrated travel expense and invoice software for Microsoft Dynamics.
DynamicPoint http://www.dynamicpoint.com/products/invoice_automation.aspx • 562-726-4396 SharePoint Accounts Payable Automation Solution Exclusively for Microsoft Dynamics One Time Cost & No Per User Fees. Leverage SharePoint Accounts Payable (AP) Solution at a fraction of alternative solution costs to effectively automate, real-time management of invoice to payment processing.
Esker Inc http://www.esker.com • 800-368-5283 Document Process Automation Addressing processes like accounts payable, accounts receivable, and sales order processing, Esker solutions enable companies to automate the reception, processing and sending of documents with one platform.
ICAN Software Corporation http://www.icansoftware.com 253-777-0708 ext. 112 Mass Apply Payables Mass Apply Payables automates the process of applying payments and credit memos against AP vouchers. It also is an integration tool for import-ing vendors, vouchers/credit memos, manual payments, and the apply info.
Kamp-Data, Inc. http://www.kampdata.com • 406-404-2036 DynamicZip Manage & report nationwide sales and use taxes from within GP.
KTL Solutions, Inc. http://www.ktlsolutions.com • 866-960-0001 KTL FastAP Brings distribution window and pay-ment terms directly to the 1st screen.
Liaison Software Corp
http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger EFT Batch email & fax EFT Remittances to Vendors pref. Archive internal copy.
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.
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.
Sikich http://www.ExcelIntegrator.com • 260-485-0665 Infinia Integrator AP Allow users to Copy-Paste-Import AP transactions from Excel to Dynamics.
Trans-Micro, Inc. http://www.checkfactory.com • 800-749-2335 Check Factory Visual Series v5 for Dynamics GP and SL Check Factory® Visual Series is a MICR check and forms printing software solu-tion designed to completely replace the need to purchase pre-printed checks and forms. Check Factory works inside Dynamics GP and SL.
Payroll Enhancement
Aatrix Software, Inc. http://www.aatrix.com/dynamics 800-426-0854 ext. 175 Aatrix State and Federal Payroll Reports Complete eFiling and plain paper printing W-2 & 1099 solution. Unemployment, withholding, & new hire reports for all 50 states are completed automatically from your Microsoft Dynamics GP payroll data ready to eFile.
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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Greenshades Software http://www.Greenshades.com 888-255-3815 ext. 2 Greenshades Payroll Tax Service Let us handle the hassle of your payroll tax filings. Greenshades helps facilitate payroll tax returns, deadline manage-ment, tax payments, and other reporting requirements.
Integrity Data http://www.integrity-data.com 217-732-3737 ext. 0203 Payroll Enhancements for Dynamics GP Proven solutions for US Payroll includ-ing leave management, automatic e-mailing of direct deposit statements and W-2s, managing complex payroll posting requirements/corrections, configuring overtime rules and more!
JAT Computer Consulting, Inc. http://www.jatnet.com/JPI.htm 888-525-8874 ext. 462 JAT Payroll Interface (JPI) JPI is a bi-directional integration linking GP HRM and ADP payroll.
Joesoftware Inc. http://www.joesoftware.com • 780-990-0220 Payroll Toolbox Over 50 add-ons to enhance CDN and US Payroll; multi-batch processing, vacation audit and more.
KTL Solutions, Inc. http://www.ktlsolutions.com • 866-960-0001 PayStub Viewer A web-based app that provides em-ployees online access to their pay stubs. Employees can be notified through email when their pay stub is available online. Configuration tool allows control to information.
KTL Solutions, Inc. http://www.ktlsolutions.com • 866-960-0001 KTL PR Security Allows you to restrict access to employee info based off of user ID.
Liaison Software Corp
http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger DD Batch email password protected Direct Deposit Statements to Employees.
MHC Software, Inc.
http://www.mhcsoftwareinc.com 952-882-3341 Electronic Direct Deposit Delivery Email direct deposits to employees rather than printing/distributing. Password protected PDF attachments are emailed to employee. Fast ROI.
Sierra Workforce Solutions
http://www.sierraws.com • 800-822-0973 Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data in-tegration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service.
Sikich http://www.ExcelIntegrator.com 260-485-0665 Infinia Integrator PR Allow users to Copy-Paste-Import Payroll trans from Excel to Dynamics.
Sypnio Software http://www.sypnio.com • 815-656-4000 Sypnio ACA Reporting Don’t leave Microsoft Dynamics GP to manage the toughest aspects of em-ployer reporting under the Affordable Care Act. Get the GP Payroll add-on that gives you all-out ACA tracking for eligibility and affordability.
Portals
DynamicPoint http://www.dynamicpoint.com • 562-726-4396 Employee, Vendor & Customer Portals Integrated with Microsoft Dynamics Extend crucial Microsoft Dynamics data with custom SharePoint Portals.
Experlogix, Inc. http://www.experlogix.com 805-504-9729 ext. 712 Experlogix CPQ (Configure Price Quote) for Microsoft Dynamics CRM & ERP Experlogix CPQ solutions meet the demands of today’s competitive mar-ketplace by simplifying the process of selling customized products, accelerat-ing proposal development times and increasing quote-to-order ratios.
Greenshades Software http://www.greenshades.com 888-255-3815 ext. 2 Greenshades Online Employee Services Streamline your HR processes. Our Employee Services module makes benefit sign-up easy and our web based portal eliminates the need to print employee documents and paystubs.
Procurement Management
Ariett http://www.ariett.com • 781-826-1120 Enterprise Purchasing & Expense/Azure Cloud/On Premise Requisition, Catalogs, PO, Contract Mgmt., Budgeting & Receiving.
DynamicPoint http://www.dynamicpoint.com • 562-726-4396 SharePoint Procurement Management Solution Exclusively for Microsoft Dynamics One Time Cost and No Per User Fees. Leverage DynamicPoint's SharePoint product at a fraction of alternative solution costs to effectively integrate and streamline the procurement process with Dynamics GP and NAV.
eRequester by Paperless
Business Systems http://www.erequester.com 206-256-0771 ext. 123 eRequester Web-based procurement and expense management workflow solution.
Liaison Software Corp
http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger EFT Batch email & fax EFT Remittances to Vendors pref. Archive internal copy.
Paramount Technologies
http://www.paramounttechnologies.com 800-725-4408 WorkPlace eProcurement Solutions for Requisition, Purchasing & Invoice Automation. Options include PunchOut, Check Request, Budget Compliance, RFQ, Requisition, PO Generation, Receiving, Invoice Matching & Vendor Contract Compliance.
ReQlogic http://www.reqlogic.com • 734-302-2316 ReQlogic ReQlogic is a browser-based employee productivity suite providing solutions for eProcurement, requisitions, vendor invoices, time & expense, and advanced 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.
Productivity
Isis, Inc.
http://www.getpg.net • 804-762-4200 Praetorian Guard Audit your users and ensure they are productive in their work. Locate inef-ficiencies and take proactive steps to increase productivity.
Rockton Software http://www.rocktonsoftware.com 877-476-2586 SmartFill Find information up to 83% faster with Rockton’s quick and easy google-style data search tool.
Project Accounting
Business Computers
Software, Inc. http://www.business-computers.com 303-494-9390 Time Matrix Time Clock that integrates with Dynamics GP PR, HR, PA, & Manufacturing.
Corporate Renaissance Group http://www.crgroup.com/PATools 613-232-4295 PA Tools for Project Accounting Easy-to-use add-ons to help facilitate the setup and ongoing maintenance of your GP Project Accounting. There are 3 PA Tools available: PA Budget Importer, PA GL Validator, and PA Cubes.
Encore Business Solutions http://www.encorebusiness.com 888-898-4330 ext. 336 Project Tracking with Advanced Analytics Streamline your COAs. Record & report rev, expense & profit by proj; against budgets; over multiple yrs. Great alternate to GP Proj. Acctg.
JOVACO Solutions Inc. http://www.jovaco.com 888-988-3535 ext. 122 JOVACO Project Suite Project accounting for professional service firms to manage projects through web-based time & expense and resource mgmt modules. Top features: extensive reporting, multi-company & inter-departmental capabilities.
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.
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Ariett http://www.ariett.com • 781-826-1120 Enterprise Purchasing & Expense/Azure Cloud/On Premise Requisition, Catalogs, PO, Contract Mgmt., Budgeting & Receiving.
DynamicPoint http://www.dynamicpoint.com • 562-726-4396 SharePoint Requisition Management Solution Exclusively for Microsoft Dynamics One Time Cost and No Per User Fees. Leverage DynamicPoint's SharePoint Product at a fraction of alternative solution costs to effectively integrate and streamline purchase requisition processing with Dynamics.
eRequester by Paperless
Business Systems http://www.erequester.com 206-256-0771 ext. 123 eRequester Web-based procurement and expense management workflow solution.
KTL Solutions, Inc. http://www.ktlsolutions.com • 866-960-0001 KTL SOP Advanced Distribution Allows you to dynamically define where each segment of the account comes from either the customer, vendor item, system, static, or payment terms.
Paramount Technologies
http://www.paramounttechnologies.com 800-725-4408 WorkPlace Requisition and Purchasing Includes PunchOut, Check Request, Budget Compliance, RFQ, Requisition, PO Generation, Receiving, Invoice Matching & Vendor Contract Compliance.
WilloWare, Inc. http://www.willoware.com 888-339-4556 ext. 1 Blanket PO Blanket PO adds an unlimited number of control lines to one PO.
Quality Control
Horizons International
http://www.qualityessentialssuite.com 866-949-9504 ext. 811 Quality Essentials Suite Quality Mgt. System offers decimal preci-sion, cert. of analysis, non-conformance, material holds, reporting, data export. Integrated to Dynamics, Horizons Manufacturing, also non-integrated application avail.
Receivables Enhancement
Encore Business Solutions http://www.encorebusiness.com 888-898-4330 ext. 336 Subscription Billing (formerly called Recurring Contract Billing) Automates & manages cyclical & sub-scription based billings.
ICAN Software Corporation http://www.icansoftware.com • 253-777-0708 Mass Apply Receivables Mass apply range of customers & dates with specific apply or auto apply.
Nodus Technologies, Inc. http://www.nodus.com • 909-482-4701 ePay Advantage - Online Bill Pay Improve cash flow, automate A/R with the latest in online bill payment technol-ogy that is seamlessly integrated with Dynamics GP. Also provides an online solution to automate your recurring billing cycles.
Sikich http://www.ExcelIntegrator.com 260-485-0665 Infinia Integrator AR Allow users to Copy-Paste-Import AR transactions from Excel to Dynamics.
Reconciliation
Gorilla Expense
http://www.gorillaexpense.com • 877-973-6737 Gorilla Expense The Gorilla Expense T&E solution includes mobile apps, purchase card & corpo-rate credit card reconciliation, project accounting expenses, multi-currency, VAT/GST capture & robust integration with GP, NAV, AX & SL.
Reporting
AIM Technologies http://www.aim-technologies.com 888-234-0428 Cash Basis Reporting A fully integrated cash basis reporting module that allows real-time reporting on both cash and accrual accounting basis with no additional keystrokes.
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.
Encore Business Solutions http://www.encorebusiness.com 888-898-4330 ext. 336 Advanced SmartList Enhanced analysis of SmartList data. Ad-hoc reports & queries on the fly. Sort, filter & re-order columns easily. Sum groups of info fast.
Flexible Solutions http://www.GPReportsViewer.com 212-254-4112 ext. 1 GP Reports Viewer Easily & quickly print/email Crystal/SRS/Excel reports directly from Dynamics GP. Replace existing GP reports, link reports directly to GP and 3rd party windows, pass parameters to reports directly from fields in GP.
KTL Solutions, Inc. http://www.ktlsolutions.com • 866-960-0001 Crystal Converter Converts Crystal Reports to SQL report-ing services RDL.
Rockton Software http://www.rocktonsoftware.com 877-476-2586 Dynamics Report Manager Rockton has made reporting so fast & easy you’ll want to send us flowers .
Solver
http://www.solverusa.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.
Royalty
Eclipse Computing, Inc http://www.royaltyandrights.com 201-746-6255 ext. 201 Royalty and Rights Management System for Dynamics GP For managing intellectual property, controls all phases of royalty accounting including Contracts, Accruals, Payments & Revenue Recognition.
EthoTech, Inc. http://www.ethotech.com 678-384-7500 ext. 1 Commission Plan Calculate, pay and track all variable com-pensation, including Sales Commissions, Bonuses, Royalties, Rebates and SPIFFS. Effortlessly create and modify commis-sion plans, and then quickly distribute reports by e-mail.
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.
Encore Business Solutions http://www.encorebusiness.com 888-898-4330 ext. 336 Subscription Billing (formerly called Recurring Contract Billing) Automates & manages cyclical & sub-scription based billings.
EthoTech, Inc. http://www.ethotech.com 678-384-7500 ext. 1 Commission Plan Calculate, pay and track all variable com-pensation, including Sales Commissions, Bonuses, Royalties, Rebates and SPIFFS. Effortlessly create and modify commis-sion plans, and then quickly distribute reports by e-mail.
Experlogix, Inc. http://www.experlogix.com 805-504-9729 ext. 712 Experlogix CPQ (Configure Price Quote) for Microsoft Dynamics CRM & ERP Experlogix CPQ solutions meet the demands of today’s competitive mar-ketplace by simplifying the process of selling customized products, accelerat-ing proposal development times and increasing quote-to-order ratios.
Flexible Solutions http://www.GPReportsViewer.com 212-254-4112 ext. 1 GP Reports Viewer Replace SOP and POP documents with Crystal or SSRS reports. Email SOP and POP documents in PDF using all native Dynamics GP setup.
Kamp-Data, Inc. http://www.kampdata.com • 406-404-2036 DynamicZip Manage & report nationwide sales and use taxes from within GP.
Kamp-Data, Inc. http://www.kampdata.com • 406-404-2036 KampData TaxEngine Manage & report nationwide sales & use taxes from any application.
KTL Solutions, Inc. http://www.ktlsolutions.com • 866-960-0001 KTL SOP Advanced Distribution Allows you to dynamically define where each segment of the account comes from either the customer, vendor item, system, static, or payment terms.
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Liaison Software Corp
http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger EDD Batch email, fax, print, archive Invoices, Statements, Sales Orders, Purchase Orders to customers, vendors, sales. Attach supporting documentation. Use existing reports (GP report writer, SSRS, Crystal).
Panatrack, Inc. http://www.panatrack.com • 262-361-4950 PanatrackerGP Field Sales & Inventory Extend GP to capture sales transactions at the point of activity.
Rockton Software http://www.rocktonsoftware.com 877-476-2586 Omni Price Manage nearly every pricing situation you can think of, and a bunch you haven’t.
Security
Isis, Inc.
http://www.getpg.net • 804-762-4200 Praetorian Guard PG will allow your business to better secure your users & network.
KTL Solutions, Inc. http://www.ktlsolutions.com • 866-960-0001 KTL PR Security Allows you to restrict access to employee info based off of user ID.
Rockton Software http://www.rocktonsoftware.com 877-476-2586 Dynamics GP Toolbox 25 helpful tools in one convenient package? Just when you thought it couldn’t get any better.
Rockton Software http://www.rocktonsoftware.com 877-476-2586 Auditor Changes happen. Now you have a way to track them all.
Supply Chain Management
Armanino http://www.amllp.com/microsoft-dynamics 925-790-2600 Armanino A Gold Certified ERP/CRM Partner, we provide award-winning implementa-tion and support for Dynamics to meet your industry-specific needs.
ASC Software http://www.ascsoftware.com • 937-429-1428 ASCTrac Award winning, scalable, Warehouse Management Solutions (WMS) designed to support the demanding requirements of Distribution, Manufacturing and 3PL operations, covering the entire Supply Chain cycle.
Data Masons Software
http://www.datamasons.com • 866-575-1631 Vantage Point EDI for Dynamics Data Masons helps companies lever-age EDI into a competitive advantage by providing tight integration with Dynamics, without customizations.
HighJump Software
http://www.highjump.com 800-328-3271 ext. 4 EDI and WMS Solutions from Highjump EDI and Warehouse Management Solutions for Microsoft Dynamics that streamline the flow of inventory & in-formation from supplier to store shelf. Our adaptable solutions manage the needs of 14,000+ global customers.
Panatrack, Inc. http://www.panatrack.com • 262-361-4950 PanatrackerGP for Inventory Management Add an integrated bar code solution and turn GP into your WMS for inven-tory management. An easy to install solution with robust features.
RockySoft http://www.RockySoft.com 970-493-0868 ext. 106 Inventory Management and Supply Chain Planning Pack Light Supply Chain Mgmt Suite-Forecasting, Inventory Mgmt, Purchase Order Planning, Vendor Lead Time Mgmt, Retail Store Planning and S&OP.
System Enhancement
AIM Technologies http://www.aim-technologies.com 888-234-0428 DataSpy Provides information on tables updated and modified during the processing of transactions to speed customization and report development. Works with third-party modules.
DynamicsDownloads
http://www.DynamicsDownloads.com 419-581-2300 DynamicsDownloads Looking for a Dynamics Add-On Solution? Search, Buy and Sell here!
Encore Business Solutions http://www.encorebusiness.com 888-898-4330 ext. 336 Advanced SmartList Enhanced analysis of SmartList data. Ad-hoc reports & queries on the fly. Sort, filter & re-order columns easily. Sum groups of info fast.
Isis, Inc.
http://www.getpg.net • 804-762-4200 Praetorian Guard User Auditing, Network Monitoring & Network Admin for ALL businesses.
WilloWare, Inc. http://www.willoware.com 888-339-4556 ext. 1 Dynamics GP PowerPack Over 80 Enhancements to GP, based upon customer requests. Enhances virtually every part of the GP System. Make GP more intuitive, easier to use!
System and Network Management
Isis, Inc.
http://www.getpg.net • 804-762-4200 Praetorian Guard User Auditing, Network Monitoring & Network Admin for ALL businesses.
Tax
Avalara, Inc.
http://www.info.avalara.com/TheList 877-780-4848 Avalara for Sales Tax Automation Automate and eliminate the complex-ity of sales tax management with Avalara. A cloud-based sales and use tax calculation, exemption certificate management, filing and remittance solution for Microsoft Dynamics.
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.
Greenshades Software http://www.Greenshades.com 888-255-3815 ext. 2 Greenshades Payroll Tax Service Let us handle the hassle of your payroll tax filings. Greenshades helps facilitate payroll tax returns, deadline manage-ment, tax payments, and other reporting requirements.
Kamp-Data, Inc. http://www.kampdata.com • 406-404-2036 DynamicZip Manage & report nationwide sales and use taxes from within GP.
Kamp-Data, Inc. http://www.kampdata.com • 406-404-2036 KampData TaxEngine Manage & report nationwide sales & use taxes from any application.
Vertex SMB http://www.VertexSMB.com/TheList 855-221-5885 Vertex SMB Cloud-based, fully automated sales & use tax calculation and returns solution for Microsoft Dynamics with pay-as-you-go pricing.
Time and Attendance
Business Computers
Software, Inc. http://www.business-computers.com 303-494-9390 Time Matrix Time Clock that integrates with Dynamics GP PR, HR, PA, & Manufacturing.
DATABASICS, Inc.
http://www.data-basics.com • 314-282-9561
NEW: DATABASICS Time, Expense and Invoice Reporting DATABASICS offers SaaS solutions for Expense Reporting, Time Tracking and Vendor Invoice Management. Flexible, powerful, easy to use.
Joesoftware Inc. http://www.joesoftware.com • 780-990-0220 Penny Web-based timesheets, employee/manager self-service for CAD payroll.
JOVACO Solutions Inc. http://www.jovaco.com 888-988-3535 ext. 122 JOVACO Project Suite Project accounting for professional service firms to manage projects through web-based time & expense and resource mgmt modules. Top features: extensive reporting, multi-company & inter-departmental capabilities.
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Kronos Incorporated http://www.kronos.com • 800-225-1561 Workforce Central® Suite Seamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources and financial processes.
Sierra Workforce Solutions
http://www.sierraws.com • 800-822-0973 Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data in-tegration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service.
Travel Expense Management
Gorilla Expense
http://www.gorillaexpense.com 877-973-6737 Gorilla Expense The Gorilla Expense T&E solution includes mobile apps, purchase card & corpo-rate credit card reconciliation, project accounting expenses, multi-currency, VAT/GST capture & robust integration with GP, NAV, AX & SL.
Nexonia http:// www.nexonia.com • 800-291-4829
NEW: Nexonia Highly-automated web and mobile expense reports seamlessly integrated with MS Dynamics GP, including credit cards & multi-currency.
Warranty and Claims Management
Vertical Solutions, Inc.
http://www.vertsol.com • 513-891-7997 VServiceManagement CfMD enterprise field service for Asset Management, Contracts/Warranties & BPM, Dispatch & Mobility. On-premises or private/public cloud.
Workflow / Notifications
Alba Spectrum Corporation http://www.albaspectrum.com • 773-384-9264 Alba360 Advanced Workflow Incl. web-based Visual Designer, rules engine, simple doc mgmt., web-based data entry and workflow manager. Very customizable, integrated with GP, Apple, Android and link to other apps. Call re Proof of Concept offer
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.
AvidXchange, Inc. http://www.avidxchange.com/landing/microsoftdynamics • 800-560-9305 Complete Accounts Payable Software Solution Streamline invoice capture, intelligently route approvals and automate payments all in 45 days or less... guaranteed.
docSTAR http://www.docstar.com • 888-docSTAR docSTAR eclipse Smart AP Automation docSTAR is the premier AP Automation solution provider for small to mid-size enterprises. Streamline your AP invoice processing with intelligent data capture, workflow, and integration with Microsoft Dynamics ERP.
DynamicPoint http://www.dynamicpoint.com • 562-726-4396 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.
Integrity Data
http://www.u-linc.com 217-732-3737 ext. 0203 U-LINC®, Powered By Integrity Data Workflow and notifications anytime, anywhere in Microsoft Dynamics. Works seamlessly within and across your existing system, is flexible and easy to use, improving organizational performance.
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.
PaperSave http://www.PaperSave.com • 877-727-3799 PaperSave PaperSave is a complete document management, electronic workflow and invoice automation solution, Certified for Microsoft Dynamics GP, SL, AX, & CRM.
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.NET Development
Alba Spectrum Corporation http://www.albaspectrum.com • 773-384-9264 Alba Spectrum Corporation We specialize in Customization and Integration solutions for Dynamics GP using Dexterity, .NET based & the Alba360 Advanced Workflow system.
Isis, Inc. http://www.isisinc.com • 804-762-4200 Isis .NET Development Isis provides cost effective outsourced .NET development (C#, VB.NET, ASP.NET, C++) to our partners and customers worldwide at reduced rates as low as $20 per hour depending on project size and skill set required!
KTL Solutions, Inc. http://www.ktlsolutions.com • 866-960-0001 Development - Microsoft Dynamics GP/CRM/xRM 15 yrs developing GP customizations (Dexterity, .Net), Source Code Developers, Experts with CRM/xRM as a platform creating customized experiences. Sub-contractor rates to other resellers.
Application Service Provider/Hosting
MG Technology Group
http://www.mgtechgroup.com/about-us/partner-program/ • 866-350-9310 Dedicated Dynamics ERP Hosting Services - 99.999% SLA, SSAE16 11+ years experience, you own the customer relationship, 100% US support.
Myappsanywhere
http://www.myappsanywhere.com 888-636-HOST Premier Cloud Computing Provider Myappsanywhere provides a complete go-to-market integrated cloud solution delivering 99.999% uptime, customiza-tions, no minimums and secure storage in its privately-owned SSAE 16 Type 2 data center facilities.
Njevity, Inc. http://www.njevitytogo.com/partner 720-870-9700 NjevityToGo White Label “Dynamics Cloud Business in a Box™” Cloud & Hosting Services for Dynamics Partners Don’t sell THEIR ERP Cloud, sell YOUR ERP Cloud, YOUR Brand. With our Cloud Services Program–YOU own the customer, YOU handle the billing, YOU make BIG $ for the entire contract. WE make YOU look like a Cloud Expert!
pasUNITY http://pasunity.com/Main/cloud.aspx 301-762-8208 ext. 282 pasUNITY Custom Cloud Host Dynamics GP using our custom cloud or use our white label custom cloud and your branding. Your cus-tomer, your brand, our infrastructure.
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 Hosting and Cloud Computing for Microsoft Dynamics ERP and CRM WatServ is one of North America's largest, most experienced providers of Cloud Computing services for Dynamics AX, NAV, GP, SL & CRM.
Business Portal Development
DynamicPoint http://www.dynamicpoint.com • 562-726-4396 Dynamics Business Portal Enhanced with SharePoint Customizations Extend the out-of-box Dynamics Portal with SharePoint Customizations.
Cloud Computing
Data Resolution, LLC
http://www.dataresolution.net • 877-878-9108 ERP Clouds Data Resolution is dedicated to delivering private ERP cloud services branded as the partners brand. We keep all of our cloud customers optimized & working 24 hours a day, worldwide for the last 12 years.
Njevity, Inc. http://www.njevitytogo.com/partner 720-870-9700 NjevityToGo White Label “Dynamics Cloud Business in a Box™” Cloud & Hosting Services for Dynamics Partners Don’t sell THEIR ERP Cloud, sell YOUR ERP Cloud, YOUR Brand. With our Cloud Services Program–YOU own the customer, YOU handle the billing, YOU make BIG $ for the entire contract. WE make YOU look like a Cloud Expert!
pasUNITY http://pasunity.com/Main/cloud.aspx 301-762-8208 ext. 282 pasUNITY Custom Cloud Host Dynamics GP using our custom cloud or use our white label custom cloud and your branding. Your cus-tomer, your brand, our infrastructure.
Reviora http://www.reviora.com • 813-344-1600 Cloud ERP hosting Cloud hosting for Dynamics ERP/CRM. Enterprise-class delivery.
RoseASP http://www.mygpcloud.com • 888-794-9401 MyGPcloud myGPcloud is the first on demand web-based Microsoft Dynamics GP application offered on a monthly subscription, with no setup fees. Start your prospects on myGPcloud with a free 30 day trial in less than 5 mins.
WatServ http://www.watserv.com 866-531-2598 ext. 2311 Hosting and Cloud Computing for Microsoft Dynamics ERP and CRM WatServ is one of North America's largest, most experienced providers of Cloud Computing services for Dynamics AX, NAV, GP, SL & CRM.
Custom Development
Alba Spectrum Corporation http://www.albaspectrum.com • 773-384-9264 Alba Spectrum Corporation We specialize in Customization and Integration solutions for Dynamics GP using Dexterity, .NET based & the Alba360 Advanced Workflow system.
Isis, Inc. http://www.isisinc.com • 804-762-4200 Isis Custom Development Isis provides cost effective outsourced custom development (C#, VB.NET, ASP.NET, C++) to our partners and custom-ers worldwide at reduced rates as low as $20 per hour depending on project size and skill set required!
KTL Solutions, Inc. http://www.ktlsolutions.com • 866-960-0001 Custom Development We are a certified .Net and Dexterity development group with over 15 years experience. Provide us with your require-ments for a free estimate.
Sierra Workforce Solutions
http://www.sierraws.com • 800-822-0973 Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data in-tegration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service.
WilloWare, Inc. http://www.willoware.com 888-339-4556 ext. 2 WilloWare Custom Development Fixed bid customization developed to the same high standards as our popular ISV products, including on-line help and detailed documentation.
Dexterity Development
Alba Spectrum Corporation http://www.albaspectrum.com • 773-384-9264 Alba Spectrum Corporation We specialize in Customization and Integration solutions for Dynamics GP using Dexterity, .NET based & the Alba360 Advanced Workflow system.
DexPros http://www.dexpros.com • 623-535-9216 Microsoft Dynamics GP Development Professionally designed & developed enhancements/integrations/upgrades and support by experienced Dexterity/SQL/.NET/VB developers.
KTL Solutions, Inc. http://www.ktlsolutions.com • 866-960-0001 Development - Microsoft Dynamics GP/CRM/xRM 15 yrs developing GP customizations (Dexterity, .Net), Source Code Developers, Experts with CRM/xRM as a platform creating customized experiences. Sub-contractor rates to other resellers.
HR & Payroll Implementation & Consulting
Integrity Data http://www.integrity-data.com 217-732-3737 ext. 0203 HR & Payroll Enhancements for Dynamics GP We can implement the entire GP solu-tion or only certain components. We also offer a variety of customization and training services.
Services
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Sierra Workforce Solutions
http://www.sierraws.com • 800-822-0973 Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data in-tegration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service.
Implementation Services
Armanino http://www.amllp.com/microsoft-dynamics 925-790-2600 Armanino A Gold Certified ERP/CRM Partner, we provide award-winning implementa-tion and support for Dynamics to meet your industry-specific needs.
Isis, Inc. http://www.isisinc.com • 804-762-4200 Isis Consulting 15+ years of experience in implement-ing Dynamics Solutions.
Sierra Workforce Solutions
http://www.sierraws.com • 800-822-0973 Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data in-tegration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service.
Managed Services
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.
Manufacturing Implementation & Consulting
Accounting Software, Inc.
http://www.accountingsoftware.com 916-476-5462
NEW: Accounting Software, Inc. We provide top shelf implementation and support to expand your industry-specific needs. We serve manufacturing, human resources, and payroll.
Marketing Planning & Services
Looking Glass Marketing
http://www.lookingglassmarketing.com 614-453-5927 Cost-effective Marketing Solutions for Microsoft Dynamics Partners Award-winning outsourced marketing services including lead generation, nurture marketing, email marketing, web design/SEO, content development.
The Partner Marketing Group
http://www.thepartnermarketinggroup.com 605-574-9432 Microsoft Approved Vendor for Dynamics & R2R Marketing Consulting From strategic marketing plan develop-ment to the critical daily execution, this Microsoft experienced team can help fill your sales pipeline.
Tornado Marketing, Inc.
http://www.tornado-marketing.com 608-213-0377 Marketing Consulting Tornado Marketing offers high-impact, highly effective marketing consulting. 10+ years in the channel. Websites. SEO. Copywriting.
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 environments with integrated ISV so-lutions built for the web. goERPcloud trials help users understand the power of Dynamics and the cloud.
Partner Support Service
DFC Consultants, Ltd http://www.DFCconsultants.com 800-277-5561 Expert WennSoft Support Get expert WennSoft support for your customers from an Executive Partner.
Plumbline Consulting, LLC.
http://www.PlumblineConsulting.com 419-581-2300 Partner Support Services Leverage our Partner Support Services, including Support, Custom Development & Implementation Assistance to expand your offerings. 25+ yrs.
Project Management
Accounting Software, Inc.
http://www.accountingsoftware.com 916-476-5462
NEW: Accounting Software, Inc. We provide top shelf implementation and support to expand your industry-specific needs. We serve manufacturing, human resources, and payroll.
Sales Tax Management Service
Avalara, Inc.
http://www.info.avalara.com/TheList 877-780-4848 Avalara for Sales Tax Automation Automate and eliminate the complex-ity of sales tax management with Avalara. A cloud-based sales and use tax calculation, exemption certificate management, filing and remittance solution for Microsoft Dynamics.
Vertex SMB http://www.VertexSMB.com/TheList 855-221-5885 Vertex SMB Cloud-based, fully automated sales & use tax calculation and returns solution for Microsoft Dynamics with pay-as-you-go pricing.
SharePoint Development
Armanino http://www.amllp.com/microsoft-dynamics 925-790-2600 Armanino A Gold Certified ERP/CRM Partner, we provide award-winning implementation and support for Dynamics to meet your industry-specific needs.
DynamicPoint http://www.dynamicpoint.com • 562-726-4396 Your Source Exclusively for Microsoft Dynamics & SharePoint Integration Portals, Business Automation & Custom Products integrated with Dynamics.
Social Media
The Partner Marketing Group
http://www.thepartnermarketinggroup.com 732-237-8795 Butterfly Publisher Join Dynamics partners on Butterfly, a publishing & lead capture platform that makes your social, blog & newsletter marketing more effective!
Software Development Consulting
Isis, Inc. http://www.isisinc.com • 804-762-4200 Isis Consulting Isis provides cost effective outsourced software consulting to design, build, & test the software your clients need worldwide at reduced rates as low as $20 per hour depending on project size and skill set required!
KTL Solutions, Inc. http://www.ktlsolutions.com • 866-960-0001 Development - Microsoft Dynamics GP/CRM/xRM 15 yrs developing GP customizations (Dexterity, .Net), Source Code Developers, Experts with CRM/xRM as a platform creating customized experiences. Sub-contractor rates to other resellers.
Upgrades
Armanino http://www.amllp.com/microsoft-dynamics 925-790-2600 Armanino A Gold Certified ERP/CRM Partner, we provide award-winning implementation and support for Dynamics to meet your industry-specific needs.
InterDyn BMI http://www.interdynbmi.com • 866-264-3249 InterDyn BMI Microsoft Gold Certified provider of services and upgrades since 1985.
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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