The BALANCING ACT - The Partner Channel

Transcription

SUMMER 2015
www.thepartnerchannel.com
The
BALANCING ACT
of Work, Life, and Community
GET ENERGIZED,
GET PROACTIVE
TPC INTERVIEW
with Victor Morales
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contents
3UMMERs4HE0ARTNER#HANNEL ® Magazine
News
Sales
58
Advertiser Index
Find the Solutions You Need:
Part 1
36
59
The List
Find the Solutions You Need:
Part 2
82
Members Only Corner
Open Door Technology
KD P
T
NE
U
9
The Genius Series Fortune Teller
25
Logo Contest
How Well Do Your Sales
and Marketing Teams Work
Together?
Everybody Loses
G
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NC E U
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20
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FAL
What You Should Do on Your
Company’s Summer Vacation
Save Lots of Dates
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P T
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FEATURES
Lots of Good in Partnerland
Events
GAIN A
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KOOL-AID A
D GAIN
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T R R O U
H U U T R
I NP Y
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Get Energized, Get Proactive
R
Taking Time to Plan
OF
FORT
L
O
32
S
GAIN A
11
On the Homefront
WHEEL
IDEUPS
N
DOW
Resilience: The 21st Century
Competitive Edge
16
N
Three New Faces
Contributors
Y E O
Leadership
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DEPARTMENTS
MI
IN EVERY ISSUE
30
TPC Interview
Victor Morales
44
VAR Profile
Marketing
26
Are You Insane?
40
Summer eBook Writing
Tidestone Solutions
46
TPC Caption Contest and Results
48
The Balancing Act of Work, Life,
and Community
55
Word-A-Ganza
56
ISV Profile
Admiral Consulting Group
A publication dedicated to building a community for Partners
THEPARTNERCHANNEL.COM | SUMMER 2015
5
Built on the
ERP Platform
and providing seamless integrated ERP solutions
for
TRADERS
Q
Real time position management
– Physical and financial
Q
Mark to market valuations
Q
Future contract hedging
Q
Contract pricing
– Fixed pricing
– Multiple price fixing options
– Exchange based
– Multiple fixings per contract/
shipment/load
– Flexible allocation of price fixings
– Non-fixed-price contracts
Q
Q
Quality specifications
– Record quality analysis (QA) results
per load
– User defined formulae to calculate
bonus and discounts based on
QA results
Manage and track all contract-related
costs
– Accrue costs based on shipments
Q
Plan allocation of buy/sell and inventory
holdings for logistics
Q
Arrange shipments/deliveries to meet
contract commitments
Q
Prepayment of buy and sell contracts
Q
Provisional invoicing for buy and sell
contracts.
MANUFACTURERS
M
INDUSTRY
IND
TRY
Agri-Commodities
Grains, Cereals, Oilseeds, Soya,
Pulses, Nuts, Seeds
Softs
Coffee, Cocoa, Sugar, Cotton,
Wool
Nuts and Oils
Spices, Nuts, Seeds, Essential Oils,
Botanicals, Edible Oils
Chemicals
Fertilizers, Nitrates, Ammonia
Food
Breweries and Distilleries,
Pasta Manufacturers, Snack Foods,
Meat and Poultry Processors,
Fruit Juice, Bakers, Animal Feed,
Tea, Coffee, Dairy,
Drug and Cosmetic Companies
Scalable Commodity allows manufactures
the ability to allocate contract quantities
against planned requirements generated
from standard Dynamics AX master planning.
This has been specifically designed to
support manufacturers.
This capability is not available using a
standard ERP system – as a future potential
delivery against a contract is not visible or
recognized.
To provide better insight into your overall
supply chain, and to support manufacturing,
the Scalable Commodity solution optionally
provides the opportunity to allocate future
contracted deliveries against forecast demand
(where a purchase order or transfer order has
not been released from the contract).
This allocation of contract quantities to
planned orders in AX ERP provides a better
visibility of how you are satisfying your
customers across the supply chain.
Key features include:
Q
Master planning and demand forecasting
Q
Visibility of production demand across
the supply chain
Q
Manage raw material contracts
Q
Track and manage costs for each contract
and shipment to calculate landed cost
for raw materials
Q
Use allocations to generate shipping/
delivery instructions.
Energy
Bio-Fuels, Coal, Woodchips
Metals
Scrap, Copper, Zinc, Magnesium,
Manganese, Gold
ONE system. ONE set of business rules. ONE database.
Global enquiries: +1 714 594 7690
Q
[email protected]
www.scalableax.com
NOTES
The Partner Channel Magazine
Summer 2015
®
from The Partner Channel
Email: [email protected]
Twitter: partnerchannel
Facebook: ThePartnerChannel
LinkedIn: company/the-partner-channel
Publisher
TPC Publishing
Editor-in-Chief
Jenny Davis
Copy Editor
Kate Mund
Writers
Bethany Foyt
Jasmine McNellis
Jenny Davis
Contributing Writers
Adrianne Machina
Amy McKinnon
Cheryl Strege
Kari Peterson
Linda Yates
Pam McGee
Peter Joeckel
Tracy Faleide
Art Director
Shawn Olson
Contributing Artists
Dave Swang
Matt Mastrud
Seth Rexilius
Shawn Olson
Advertisement Sales
Jane Olson
The One About Planning
W
e asked our contributors to flex their planning muscles this quarter, and they
delivered up a range of topics for your business planning needs.
You’ll find softer topics such as being proactive (see Linda Yates’ article on page
32) to a how-to on eBook writing from Adrianne Machina (page 40) to bolder
questions around your sanity (Cheryl Strege’s “Are You Insane?” on page 26) and
Peter Joeckel’s…uh…ode to fiscal year planning (page 36).
We also reached out to Partners to see what they do differently during the summer months (check
out page 48) and sat down with Victor Morales, the new vice president of Microsoft Dynamics Partner
programs and sales.
I’m grateful for my team every day, but I would like to single out Jane Olson, our sales director, this quarter.
Jane celebrated 10 years with The Partner Channel on June 6, and she has been passionate about finding the best
fit for Partner marketing dollars from day one. She works tirelessly with each Partner you see in the magazine’s
display ads as well as those who participate in The List each quarter. Jane missed Convergence this spring to be
with her ailing mother, who passed away on May 29. In addition to her work with Partners, the commitment
Jane has in her vocations of daughter, wife, and mother is an inspiration to witness. If you would like to share
your own note of gratitude with Jane, please send her a note at [email protected].
Thank you also to Bethany, Jasmine, Kate, Shawn, our artists, and our contributors. Thank you also to
our advertisers, participants in The List, and, as always, you. Enjoy the read and these summer months.
Membership Program Manager
Jasmine McNellis
The Partner Channel Magazine is published by
TPC Publishing, a business unit of The Partner
Channel, Inc., with principal offices at 1240
Elm Street, Fargo, N.D. 58102. All postage is
paid from Fargo, N.D. If you wish to be
removed from the mailing list, send your
request, including name, business name, and
mailing address to the above address, or to
[email protected]. If you wish to
add names, the same directions apply.
Jenny Davis
president of The Partner Channel
This label only applies to the text stock.
SUMMER 2015
The Partner Channel®, Inc. is an independent
company and is not affiliated with Microsoft
Dynamics® or any of its affiliates or
subsidiaries.
This is a copyrighted publication ©2015, and
all articles herein are covered by this
copyright. All rights are reserved. Any use of
the content for commercial reasons or any
other form of reproduction of material herein
is strictly prohibited without prior written
approval of The Partner Channel, Inc.
Most articles are submitted by independent
industry professionals; therefore their views
and opinions may not be those of the
publishers. Inasmuch, TPC Publishing cannot
be held responsible for any or all comments or
information held within those articles.
This publication is printed in the U.S.A. by
Forum Communications Printing.
The
BALANCING ACT
of Work, Life, and Community
GET ENERGIZED,
GET PROACTIVE
On the Cover
Hammocks were developed by native inhabitants of Central and
South America for sleeping. Later, they were used aboard ships
by sailors to enable comfort and maximize available space,
and by explorers or soldiers traveling in wooded regions, and
eventually by parents in the 1920s for containing babies just
learning to crawl. The hammock is often seen as a symbol of
summer, leisure, relaxation, and simple, easy living. Sounds
delightful. If you need me, I’ll be outside.
Written by Jenny Davis for The Partner Channel
TPC INTERVIEW
with Victor Morales
Cover illustration by Matt Mastrud for The Partner Channel ®.
7
CONTRIBUTORS
ADRIANNE MACHINA
LINDA YATES
Facebook: Lindahyatesconsulting
Twitter: Lhyates
LinkedIn: Lhyates
YouTube: Lhyates
Website: www.lindahyates.com
Facebook: Adrianne.machina
Twitter: Adriannemachina
LinkedIn: Adriannemachina
ADRIANNE MACHINA IS THE CHIEF VELOCITY OFFICER of Tornado Marketing, Inc. and an Authorized
Duct Tape Marketing Coach. A huge Web 2.0 advocate, Adrianne’s marketing strategies and
copywriting service help clients leverage the Web to bring in more leads and most importantly – more
sales! Having worked in the Microsoft Dynamics channel since 2000, Adrianne provides valuable
insight into how to market complex solutions.
KNOWN AS “THE IMAGE ENERGIZER”, Linda is a highly-sought international keynote speaker,
executive coach, and corporate trainer. She has produced more than 250 educational seminars on
helping individuals and businesses uncover, realize, and accomplish their goals. She has motivated
more than 10,000 individuals representing Fortune 500 companies throughout North America –
including Tyco, American Express, Wells Fargo, Microsoft, Fannie Mae, Century 21, and Office Depot
– on their internal processes and corporate initiatives. Host of “The Executive Edge” podcast and
author of “6 Steps to ENERGIZE Your Brand”, Linda believes that nothing is impossible.
KARI PETERSON AND AMY MCKINNON
Email: [email protected] and
[email protected]
Facebook: Skybluetech
LinkedIn: Sky-blue-technology
Twitter: SkyBlue_Tech
Website: www.skyblue.technology
Blog: blog.skyblue.technology
Kari Peterson
KARI PETERSON, PRESIDENT AND CO-FOUNDER of Sky Blue Technology, spent 14 years at Microsoft
and Great Plains Software where she developed curriculum and trained Microsoft Dynamics Partners,
supported new product releases and service offerings, and managed global IT projects. Kari has
always been very passionate about the Microsoft Dynamics Partner community and has experience
working for a Microsoft Dynamics Partner.
Amy McKinnon
AMY MCKINNON IS THE CHIEF EXECUTIVE OFFICER AND CO-FOUNDER of Sky Blue Technology and
drives the technology and innovation side of the business. She is committed to ensuring that Sky
Blue Technology leverages the latest products and solutions to help customers meet their goals and
be successful. Amy has played key roles over the past 10 years in supporting Microsoft Dynamics
Partners as a Microsoft Learning content e-learning developer, virtual machine developer, and project
manager. Amy also has extensive experience in developing global service offerings, marketing
collateral, and case studies.
CHERYL STREGE
LinkedIn: Cherylstrege
Twitter: Partnermktgrp
YouTube: www.youtube.com/user/
PartnerMarketingGrp
Blog: https://community.dynamics.com/b/
thepartnermarketinggroup/default.aspx
CHERYL STREGE KNOWS HOW TO HELP the technology channel achieve marketing brilliance. She
has 25 years of experience to share, including 16 years as a senior marketing manager for Great
Plains Software and Microsoft where she developed turnkey marketing programs and the Inner
Circle program. An accomplished speaker, Cheryl works with leading software publishers, hardware
manufacturers, VARs, and ISVs. Cheryl’s relentless passion is one of the many reasons she was
named a Partner Marketing Advisor for Microsoft and why she has been nominated two years running
as one of the most influential people in Microsoft Dynamics. A talented writer and editor, Cheryl
develops marketing plans, manages projects, trains project teams, and finds new sales opportunities.
PAM MCGEE
PAM MCGEE IS THE PRINCIPAL OF PMCGEE CONSULTING and specializes in helping businesses get to the
future instead of having their future get to them. Specialty areas that you can count on Pam for are building
a culture, defining shared values, coaching, leadership, and basic HR practices. Pam has more than 20
years business experience, 10 years consulting experience, and strong leadership and management skills.
PETER JOECKEL
Twitter: TurnOnDynamics
LinkedIn: Peter Joeckel
Website: www.turnondynamics.com
Blog: blog.TurnOnDynamics.com
PETER JOECKEL HAS BEEN A LEADER IN MID-MARKET ERP SINCE 1986 when his company installed
some of the first network-based manufacturing systems in the country. As a business owner, Peter
built and eventually sold one of the fastest-growing and forward-thinking value-added software
dealerships in the country. Its success was fueled by innovative software selection techniques and
an outstanding project delivery team. He sold the organization in 1999 to an e-commerce provider
when it had grown in less than three years from zero to $6 million in annual revenue with more than
300 customers and 45 employees. He has assisted in the selection and implementation of hundreds
of ERP solutions and has been recognized for his ability to match the right solution for a customer’s
needs rather than “pushing boxes of software.” Today, Peter focuses on helping companies select
and implement ERP solutions by using advanced tools and processes that increase the likelihood of
successful projects. His goal is to continue to improve those tools and processes to build value for
customers and provide a smooth transition from the selection to implementation process.
TRACY FALEIDE
Facebook: Tfaleide
Twitter: Tracyfaleide
LinkedIn: Tracyfaleide
TRACY FALEIDE HAS NEARLY 30 YEARS OF EXPERIENCE IN COMMUNICATIONS, project and
people management, change management, strategy alignment, and marketing. She held several
communications and leadership positions at Great Plains Software and Microsoft, led her own
consulting and writing business, and now serves as the storyteller (aka director of corporate
communications) at Intelligent InSites, the leading provider of operational intelligence for healthcare.
8
SUMMER 2015 | THEPARTNERCHANNEL.COM
Have you thought about joining
The Genius Series?
Um, YES. How
is this a question?
You would
so rock this.
1
If you don't,
somebody you
know definitely
should!
Do you have
something
better to do?
I think not.
Tough call.
50-50 odds
of regret
tomorrow.
You're the
life of the party.
They need you!
4
You're already
a genius.
Get it certified!
3
Better hurry.
Somebody
might get
your spot.
6
5
Join
I
2
Should
8
7
We have an idea to help you make up your mind. Take a little time out of your hectic
day for some truly amazing fortune telling to see if The Genius Series is right for you. Follow
the instructions below and don’t forget to apply to The Genius Series by July 31, 2015:
www.surveymonkey.com/s/TGS1516
Fortune Teller Assembly Instructions
:[LW!Cut out the
fortune teller above,
but keep these directions
handy.
:[LW!With the text
side facing down, fold
up all four corners of
the fortune teller.
:[LW!Does it look like
this? If not, go back
to step one and start
over. We’re beginning
to doubt your future
career prospects in the
origami field.
:[LW!Flip the paper
over and fold up all
four corners again.
:[LW!Does your
fortune teller look like
this? No? Go back to
Step 1 and start over.
Um...no offense, but
you could use some
Genius in your life.
:[LW!Fold in half
as shown. You're almost
there. For real.
:[LW!Place your
fingers under the four
paper flaps and work
the device back and
forth to form creases.
Commence fortune telling
for yourself, your office
buddies, and your
best friend.
:[LW!You're ready to go!
Remember how this goes?
First pick a number. Now
fold in and out as you count
to that number. Which number
did you land on? Repeat the
fold in and out. Now pick up
the corner and read your fortune?
Want more help with your fortune telling skills or The Genius Series?
Contact Jenny Davis at [email protected].
9
The Genius Series
Participation Chart
Level
Time Commitment
Benefits
Cost
Two hours each month from
September 2015 - May 2016,
plus some project assignments
on the side.
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peers.
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community.
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announcements online and in The Partner
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$1500
30 minutes of a class to discuss
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best practices. Possible email
interactions with students after
that.
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community.
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strategically about your own situation.
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with peers in the community.
$0
One-hour presentation, prepare
project assignment template
in relation to your content, and
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the session.
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newsletter during the month of your
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presentation.
$0
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your solution and how it helps
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the channel.
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newsletter during the month of your
presentation.
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$1200
Genius
Student
Genius
Mentor
Genius
Presenter
Genius
Supporter
10
ON
THE
HOMEFRONT
Taking
Time to
story by *%..9$!6)3
PLAN
A
few years ago I chatted with Partners who took
time during the summer to get away and work on
their own businesses as a team. It sounds so novel,
doesn’t it? Instead of filing into the conference room
or logging onto the virtual meeting once a week,
people were flying to another location to talk about
what they know best but perhaps focus on the least.
Our team is going to take this leap at the end of July. We’re meeting
in Chicago to spend a day and a half talking about what we want to
accomplish in the next year.
To help enrich that conversation, we’d love to hear from you. If you
would be so kind as to head out to www.thepartnerchannel.com in
the next couple of weeks, you’ll find a link to a feedback form where
you can share your comments and/or suggestions with us. The form
pivots around the following endeavors:
4(%'%.)533%2)%3
The Genius Series is your chance to
tap into your inner genius and have it
impact your career immediately. This
new opportunity for personal and
professional development is an in-depth,
role-focused, and small-group learning
opportunity for Microsoft Dynamics
Partners to master their role and apply
new tips and tricks to what they do every day.
Students will participate in a monthly webinar class to build
camaraderie with their peers while absorbing industry expertise
that’s applicable to their daily tasks. The class of 2015-16 is focused
on marketers excelling into geniuses and begins online in September.
Applications are being accepted through July 31, 2015, and
applicants are encouraged to act soon as availability is limited. Learn
more at www.thepartnerchannel.com/the-genius-series.
Things to consider:
» Could you or somebody you know benefit from this intensified
training experience?
» What other topics would you like to see as part of The Genius Series?
4(%0!24.%2#(!..%,-!'!:).%
Featuring stories about people in the Microsoft Dynamics Partner
community, business skill expertise provided by industry thought
leaders, and fun activities such as the coveted “Find the Logo” contest,
The Partner Channel Magazine delivers what you and your business
need to reach and maintain success.
Things to consider:
» What keeps you engaged within the magazine?
» Are there topics you’d like to see us cover in future issues?
4(%,)34
The List is THE directory of Microsoft Dynamics products and
services (about 150 Partners representing over 375 products and
services). Whether you’re looking for the next great Microsoft
Dynamics add-on or need a service only Microsoft Dynamics
Partners and ISVs can provide, The List is where it’s at!
Add The List: Mobile to your phone, tablet, or computer at
www.thelistmobile.com.
Things to consider:
» Do you reference The List when working with your
customers?
» What would make this tool even more helpful?
4(%0!24.%2%6%.4
We hosted a sales, marketing, and leadership-focused event from
2004 to 2012, and then hosted The Partner Connections Event with
Dynamic Partner Connections in 2013 and 2014.
Things to consider:
» If you attended The Partner Event in the past, do you miss it?
» Does a community-wide Partner event hold value for you?
Wish us luck as we turn off email and turn on the discussion in
late July.
And again, if you have a moment to share your thoughts about the above
topics, we’d love to hear from you at www.thepartnerchannel.com.
11
NEWS
Aplicor, the all-in-one business software
for companies that want more than a simple
bookkeeping or accounting solution, recently
released version 5.0 of its flagship solution,
Aplicor 3C. The newest version includes more
robust cost accounting functionality via project
costing, increased ease-of-use features such as
email integrations, additional drop shipping
capabilities, enhanced customer support through
web to case, and ease of extending the application
with Aplicor’s unique Extended Application
Designer module. Aplicor 3C is an all-in-one
solution that integrates and presents a single
view of finance, operations, and marketing/sales
data where it can be used to drive day-to-day
decisions. This information includes enterprise
resource planning (ERP), customer relationship
management (CRM), and e-commerce data.
Unlike traditional software offerings, however,
Aplicor’s cloud-based solution doesn’t require
complex, time-consuming, and prohibitively
costly implementation. Learn more at www.
aplicor.com.
AppRiver, LLC, a leading provider of email
messaging and Web security solutions,
announced a 30 percent increase in channel
revenue, marking its largest year-over-year
increase. This tremendous channel growth in
2014 stems in part from a renewed focus on
relationship management within the global
Partner program and a growing relationship
with Microsoft. As a result, the company now
boasts that more than half of its overall revenue
is driven by the channel, and it expects to see
40 percent more growth in 2015.
Coffee+Dunn client Stage Stores recently won
the coveted 2015 Visionary Award for Marketing
Management, which is designed to recognize
customers who have achieved new levels of
excellence with their Microsoft technology.
As one of Microsoft’s newest technologies,
Microsoft Dynamics Marketing is quickly making
waves in the marketplace, driving increased
collaboration, visibility, and analytic insights
for marketing organizations large and small.
For businesses that require both private and
public cloud capabilities, Concerto Cloud
Services now offers the first hybrid cloud
solution that is fully integrated with Microsoft
Azure, powered by the recently released Cisco
Application-Centric Infrastructure (ACI) for
Microsoft Cloud Platform. The all-in-one
solution, which also integrates seamlessly
with existing on-premise applications,
provides unrivaled flexibility and costeffectiveness – a virtual private cloud for
applications that require greater security
or compliance and Microsoft Azure for
less mission-critical functions or for rapid
scalability. To read the full press release,
visit www.prnewswire.com/news-releases/
concerto-announces-first-hybrid-cloudpowered-by-cisco-cloud-architecture-formicrosoft-cloud-platform-300049655.html.
DATABASICS is offering a complimentary copy
of its “OCR for Expense Receipts” whitepaper.
This helpful resource paper includes “Top 10
Questions about OCR” and explains what to
expect from an expense reporting vendor’s OCR
offering. To gain access and download a copy of
the whitepaper, visit the company’s Resource
Library at www.data-basics.com/resources/.
deFacto Global, Inc. announces the new
deFacto Business Modeler on the Azure Cloud.
deFacto puts the power of intelligent and timely
decision making, planning, and execution at
the fingertips of any business manager. Using
deFacto’s Business Modeler, business users
can develop a model of their business, then
use driver-based tools – including what-if
analysis, scenarios assessment, budgeting,
and forecasting – to help those managers
evaluate the financial and operational impact
of any set of business decisions or strategy, set
goals, execute, and manage their performance.
Visit www.defactoglobal.com for more info.
DQ Global®, a leading provider of data quality
software solutions, announced the launch of
DQ Perfect & Merge™ Online for Microsoft
Dynamics CRM. Perfect & Merge Software
is more powerful than the out-of-the-box
duplicate detection in Microsoft Dynamics
CRM and allows for multi-record merge.
DQ Perfect & Merge embeds directly into
Microsoft Dynamics CRM on-premises and
now online with a plugin that allows users to
review and process duplicate records.
eFolder, a leading supplier of business
continuity and cloud file sync solutions for
the IT channel, announced at the Autotask
Community Live 2015 tradeshow a partnership
with Replibit and general availability of
eFolder BDR for Replibit. Bundling Replibit
software and the eFolder Cloud, eFolder BDR
for Replibit enables IT service providers to
deliver a profitable, end-to-end business
continuity service to their clients. eFolder
BDR for Replibit is an image-based backup and
disaster recovery service that captures backups
of a server every few minutes and efficiently
replicates those images to the eFolder Cloud,
providing fast local or offsite recovery in the
event of a server failure or site-wide disaster.
For more information, visit www.efolder.net
and follow on Twitter: @eFolder.
The Pacific Northwest’s leading Microsoft
Dynamics provider, Fine Solutions,
announced that it is acquiring Eugene,
Oregon-based Borek Business Solutions. Borek
has been serving Oregon and Washington
clients for nearly two decades with Microsoft
Dynamics GP. Fine Solutions will absorb
Borek Business Solutions and its expertise
in Microsoft Dynamics GP service, support,
implementation, and training to expand its
regional focus, which includes Washington,
Oregon, Idaho, and California. The acquisition
increases resources and accelerates Fine
Solutions’ go-to-market strategies focusing
on services and integrations around Microsoft
Dynamics GP, such as Microsoft Dynamics
CRM, Management Reporter, and SQL Server
Reporting Services. For more information,
visit www.fine.com or call 877-777-FINE.
Flintfox International, a leading global
provider of revenue management software
solutions and services, announced that it would
be partnering with ZAP to deliver strategic
industry analytics in conjunction with its trade
promotion management software solutions.
Flintfox’s advanced pricing and trade promotion
Got news? Share it with us at www.thepartnerchannel.com/magazine
under “News,” and we’ll print it in the Fall 2015 issue of the magazine.
12
management solutions for Microsoft Dynamics
help manufacturers and distributors understand
and execute optimal revenue models. A
Microsoft Global ISV, Flintfox solutions are
focused on improving operational efficiency
auditory compliance, enabling scalable growth,
and improving responsiveness across sales
channels. ZAP provides a unique, out-of-thebox business intelligence solution by using its
deep industry expertise and data analysis skills
to create solutions for Microsoft Dynamics
with industry focuses. ZAP deployments are
rapid, deliver immediate outcomes, are tailored
for each user in an enterprise, and provide
organizations with BI self-sufficiency. For
more information, visit www.flintfox.com or
www.zapbi.com.
Horizons International announced the
completion of code releases for all of its
products to support compatibility with the
recent release of Microsoft Dynamics GP
2015. The full range of software modules
benefiting from these enhancements includes:
Horizons Manufacturing Suite, Product
Configurator, Item Pricing Matrix, and Quality
Essentials Suite. Rolling out code upgrades
to ensure compatibility with the most recent
Microsoft Dynamics GP release is an effort
the company has always prided itself on. To
read the full press release, visit http://www.
qualityessentialssuite.com/qes-press-releases/
horizons-manufacturing-for-gp2015/.
LyntonWeb, one of the fastest-growing
managed inbound marketing and web design
agencies in the country, in partnership with
data integration leader Scribe Software,
announced Integrate HubSpot – a new
low-cost, easy-to-deploy SaaS solution that
integrates the HubSpot marketing automation
platform with Microsoft Dynamics CRM. Built
on the Scribe Online integration platform as
a service (iPaaS), Integrate HubSpot offers
two-way, self-tailored data synchronization
between HubSpot and Microsoft Dynamics
CRM and allows companies to purchase,
configure, and deploy the integration in just a
couple of hours using LyntonWeb’s self-service
portal. For more information on Integrate
HubSpot, visit www.integratehubspot.com. TrinSoft welcomes Nikki Russell to its
TrinDocs team. Nikki is a TrinDocs sales
development and support specialist with
responsibilities including marketing and lead
generation, demo scheduling and presenting,
and providing administration and support
services to TrinDocs clients. Previously Nikki
worked as an accounts payable team leader
at ProLift Industrial Equipment where she
also served as the company administrator
for TrinDocs. She has more than 20 years of
experience with accounts payable systems,
process improvement management, teaching,
and sales. As a trusted Partner, TrinSoft
helps companies automate processes and
transactions to be more efficient and save
money. For more information, visit www.
trinsoft.com, www.trindocs.com, or www.
trinsoft-it.com.
Vertex SMB introduces its new returns-only
offering that enables use of tax data from any
source to automate the creation of sales and
use tax returns. Now, small and mediumsized businesses can import tax data from
any financial system regardless of their ERP
or ecommerce provider to generate accurate
and compliant returns. For more information,
visit www.vertexsmb.com.
13
EVENTS
*5,9
/#4/"%2
./6%-"%2
Microsoft Worldwide Partner Conference
Partner Pre-Game
Convergence 2015 EMEA
July 12-16 | Orlando, FL
https://mspartner.microsoft.com/en/us
October 13 | Reno, NV
www.dynamicpartnerconnections.com
November 30-December 3
Barcelona, Spain
www.microsoft.com/convergence
Microsoft Dynamics AX
Summer Institute
July 13-August 7 | Fargo, ND
https://training.partner.microsoft.com
AXUG Summit
October 13-16 | Reno, NV
www.axugsummit.com
CRMUG Summit
!5'534
Microsoft Dynamics US FY16 Kick Off
August 18-21 | Nashville, TN
www.usdynamicsevents.com
3%04%-"%2
www.crmugsummit.com
3!6%4(%$!4%
Convergence 2016 New Orleans
April 4-7 | New Orleans, LA
GPUG Summit
www.gpugsummit.com
reIMAGINE 2015
NAVUG Summit
September 21-23 | Fargo, ND
www.reimagine2015.com
www.navugsummit.com
NAV Directions 2015
October 25-28 | Orlando, FL
www.navdirections.com
Upcoming Events? Going somewhere, but it’s
not on the list? Let us know,
and we’ll include it in the next issue! Go to
www.thepartnerchannel.com/magazine
under “Calling All Events!” to submit details.
14
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LEADERSHIP
SA LE S
M A R K ETI NG
R E S I L I E N C E
The 21st Century Competitive Edge
16
story by PAM McGEE | illustration by SHAWN OLSON
C
hange has become the norm. Change is dumped on us from external market factors, like needing
an app with any viable piece of software to remain relevant, like needing to adjust to massive
changes in margins, programs, and relationships at Microsoft, like needing to understand how to
replace the mass amount of baby boomers (who carry the IP in their heads) that will be exiting
your workplace or at least slowing down, like needing to figure out an exit plan if you are the CEO
and wanting to finally retire, like, like, like…you fill in the blank. What this article is not about is
typical change management and transition. While that topic is important, this article is about another skill proven
to help individuals, leaders, and companies rise to the challenge. The skill is resilience, mostly touted as the number
one key differentiator in employees, leaders, and successful companies. What is this magic skill, resilience? How do
you assess it? Can anyone learn it? Does it really make a difference?
Resilience is not “grit”. Grit, as defined by psychologist and TED Talk presenter Angela Lee Duckworth, is a skill
to persevere, to marshal on, to plow through, and to keep going. Although that skill is massively important, it is
not resilience. It is not being able to just manage stress or remain calm in highly tenuous situations. It is not about
being decisive, knowing or anticipating changes, or even crafting a plan. It’s about having something expected or
unexpected happen (maybe even a major setback) and having the ability to bounce back. It’s about being able to
regroup when you don’t feel calm and you’ve had a major setback. As grit is plowing through, resilience is bouncing
back.
Resilience is a mindset, an outlook, a behavior, a plan, all rolled into one. It is not tenaciously doing the same
thing. For example, think about software as a service. A major setback in software is that software is not only
product, implementation, margins, training, and integration. Software is also a service; how do you help businesses
“pay you” for your technical skills and your managerial and business analytics that assist them in making decisions,
gaining market share, and improving ROI? I wish I had the number of software companies that existed five years
ago and are no longer in business. My hunch is the number is large and the impact was huge on people’s lives –
the people in the bankrupt company, the families of those people, and the customers of those companies who had
major setbacks. Resilience – the ability to bounce back – might have helped them make the leap forward instead of
backwards, or worse yet, no leap at all.
Resilience can be learned and it can be taught; however, the goal is not to assess how resilient you are; the goal is to
assess how we can learn resilient behaviors and raise our threshold for bouncing back. It is gaining an understanding
of what people who have bounced back quickly from trauma, workplace disappointment, and stressful competitors
have in common. Think about a particular setback you have experienced in the last six months. As you continue
to read about resilience, rate yourself as a 1 – crashed and burned and am still on fire; 2 – did average but am still
struggling; or 3 – led others with being able to bounce back.
According to psychologist Charles Spielberger, building your resilience threshold involves five behaviors:
» Ask for Help
» Learn Something New
» Face Uncomfortable Emotions and Situations
» Manage Your Energy
» Create a Positive Outlook
17
ASK FOR HELP
Resilient companies reach out to employees and ask for help. They gather their ideas for turning the company
around, dealing with the major setbacks, or just plain gaining advice on what they can do differently to weather
the storm. Resilient individuals are able to ask for help, without pushing the problem or delegating the issue, but
genuinely asking for help with a project, with support for doing something different, or with a way to deliver stellar
customer service. Being able to bounce back begins with acknowledging the struggle. The number one failure is, in
a very “gritty” manner, continuing to plow instead of bounce. Theoretically, plowing means you go the same way,
and bouncing means you spring back and go in a different direction. Think about what a super ball does when you
bounce it on the floor. It very rarely follows the same path.
LEARN SOMETHING NEW
Learning something new is a mindset and a habit. People who trust they can learn something new have an innate
ability to remain calmer when faced with adversity. They know how to redirect, how to learn a new skill to improve
their relevancy, etc. For example, during the recent CRM certificate process offered at Minnesota State University
Moorhead, one tenured, 30-year seasoned professor took the classes, studied with the students, and learned a new
skill. Although the technology was a new terrain for her, she bounced back when she didn’t understand, and she
earned an A. Psychologists indicate that she has raised her resilience threshold and will be more resilient when
faced with a teaching setback. She knows she can learn and trusts she will be competent and relevant. Learning a
new skill teaches you how to be a novice and how to fail. No one ever hits a home run the first time they pick up a
bat, or if they do, it is rare. Recently I began piano lessons. I’m 50 years old; my son and daughter are 11 and 14 and
have been playing for five years. I learned the humility and setbacks of drawing a blank during a recent recital. I
failed. I learned that even though I failed, I had support; the sting dwindled after a few days, and I realized I needed
to practice more. I can apply those skills to almost anything when faced with a major setback. Learning organization
is not a new concept; Peter Senge introduced it in the late ’80s. However, companies that take the time to learn
regroup, redirect, and redefine are rare. It is hard to cross the chasm when you are steering the boat through a
torrential storm and relying on revenue from the current business model.
People who trust they can
learn something new have an
innate ability to remain calmer
when faced with adversity.
FACE UNCOMFORTABLE EMOTIONS AND SITUATIONS
Learning something new can create uncomfortable situations, like getting up in front of an audience of 50 people
to do my recital with 20 grade-school children. It taught me that I can sit with that pit in my stomach and nothing
bad is going to happen. When you face a major setback, as a leader it is important that you acknowledge the
awkward moment, listen, empathize with others, and continue to see a bright future. There is always a rainbow
after it rains, and sometimes the most magnificent rainbows follow the most destructive weather. What a leader can
easily do is get caught in a downward spiral and continue to profess the demise of the current situation. Resilient
leaders acknowledge and help paint a picture forward. Don’t keep drawing the same canvas over and over again.
18
MANAGE YOUR ENERGY
Do you know what your natural rhythm
is? Do you know when you can tackle the
toughest of the tough? I know that if I am
going to tackle the skeleton in my closet, I am
not doing it before 10 a.m. I have a tendency
to be a night owl, and my tired brain gets me
in trouble. Know your energy, manage it, and
use it to your benefit when you are crafting
resilience and raising your threshold. Also,
know what you can do to restore. Do you
need to take a long walk, get a pedicure, share
a good cry with a friend, have a night out on
the town to be silly, or just schedule a plain
old action planning session? As a leader, you
need to help your team restore by bringing
them together as a group and one on one.
For example, one healthcare team facing a
major setback took the team on a mystery
bus tour, meaning the team didn’t know
the destination when they boarded the bus.
The bus ride, the laughs, the tears, the break
allowed them to regroup. I believe they faced
Monday morning issues with a little more
bounce after taking the time to pause.
So, back to the issue you identified as your major setback. How’d you do on each of these
five categories? If you failed all of them, chin up, bounce back, and pick one that you can do
this next week to build resilience for the next major setback. If you excelled at most of them,
consider yourself a resilient leader and share your skill with your team, your company, and
your community. Being thrown a curveball doesn’t mean you can’t hit a home run; it just
means you have to practice and hold the bat differently.
CREATE A POSITIVE
OUTLOOK
I can’t believe I am writing that because
for those of you who know me, being a
positive person has not been my strong suit.
I am a project manager that loves to solve
problems, deal with the gangliest of people,
take a strong stand, and poke the bear when
I should and shouldn’t. However, with the
recent illness of my dad, I have learned that
positive thinking is sometimes the only thing
that you have. A great psychologist, Martin
Seligman, studied hope and optimism
for many years. Although I got a negative
number on my first take of the Learned
Optimism test (true story), I have learned
from some of the best and was even called
a positive and optimistic person the other
day. I turned my head to see who they were
talking about, because that was a new label
for me. If I can do it, so can you. If you are
naturally a positive person, consider it a gift;
if you are not, work at it, and it will evolve.
It doesn’t mean being fake, or covering up
issues, it just means that after it is all said
and done, you know you can bounce back.
19
SALES
M A R K ETI NG
L E A DE R S H I P
How Well
Do Your
Sales
Marketing
Teams Work
and
Together?
20
story by AMY McKINNON AND
KARI PETERSON
illustration by SHAWN OLSON
T
he consumer and corporate purchase
landscape is in the midst of the
largest overhaul in recorded history:
The digital age has brought about
many changes, but one of the
most dynamic shifts is how we
approach the conventional sale of goods and
services. Truthfully, the roles of salespeople used
to be much more clearly defined, but today, those
lines have blurred significantly as the “traditional
salesperson” takes on much more of a marketing
and administrative approach than ever before.
As business owners, we can all think of the rock
star salespeople who have worked for us — or at
least one salesperson that we wish did. We hire
them because of their innate ability to open doors
and close deals, yet today’s salespeople are spending
less than half of their time actually selling¹.
The cause of this shift lies in how the digital age
has re-sculpted the customer journey: While there
once used to be a clean break where marketing
handed off and sales took over, those days as
we know it are gone. And sure, while marketing
automation and CRM software are powerful
tools, they haven’t yet evolved to address the gap
in traditional marketing and sales systems in a way
that helps salespeople become better marketers.
Here are some of the most common pain points
we’ve seen sales professionals experience when
attempting to integrate marketing efforts into the
sales cycle, and a few ideas to better remedy these
situations in a swift manner:
MARKETING AND ADMIN TASKS
ARE TAKING A BIG CHUNK OF
YOUR SALES TEAM’S TIME.
Salespeople are in place to sell, but the digital
age has tossed them the added responsibilities of
marketing and administrative tasks, which can
be a huge drag on their time. This creates very
inefficient practices within an organization and
results in sales, marketing, and management all
becoming frustrated. In order to change this, we
must continue to evolve and innovate alongside the
customer.
The reality is, marketing works. Sales works. But
21
now more than ever before, they must work together in perfect harmony and direction in order to be most effective
in today’s marketplace. When you are able to combine these into one unified effort with perfect feedback and
communication, you unlock a powerful approach that is tailored to the modern needs of the 21st century.
Of course we all feel like we have the best marketing and salespeople and that we have armed them with the
most sophisticated and advanced tools available. The fact of the matter is, however, that sales, marketing, and their
respective tools still fall under separate silos.
MARKETING DOESN’T HAVE TIME TO SUPPORT SALES WITH EACH 1:1
INTERACTION.
There needs to be a better way to “commoditize” 1:1 engagement so it has a personalized look and feel without
the time and costs associated.
In a study conducted by the Harvard Business Review, they found that by the time a customer engages you, they
have already completed nearly 60 percent of the purchasing decision². There is clearly a blur between where we
draw the line between sales and marketing.
Businesses these days are receiving inquiries or orders for their products and services from what seems to be
completely out of the blue. Orders like this were nonexistent a decade ago, yet now we barely think twice when we
gain a new customer that we had no direct contact with before.
The shift we are seeing
unearths a deeper issue of it
being much more important
to understand how people
and businesses buy rather
than why they buy.
MARKETING AND SALES LACK INSIGHT ON THE EFFECTIVENESS OF
THEIR COLLATERAL.
The shift we are seeing unearths a deeper issue of it being much more important to understand how people and
businesses buy rather than why they buy. Many prominent companies have exploited this change without it being
obvious to the consumer. Amazon, for instance, cares much less about why you buy a certain type of grocery but
is shifting its operations to innovate how you buy things. From online ordering to drone delivery, we are seeing the
consumer as a different animal than once before. This is clearly a simple example, but the same principles apply to
how businesses make purchases.
An integrated marketing tool is crucial for success moving forward. These types of platforms allow
salespeople to see when prospects have viewed the custom-branded experiences and for how long. This
provides them with the ability to follow up with a targeted message and nurture prospects in a unique
22
way. Additionally, the days of finding a time to set up an online webinar or software demo are over, since
integrated platforms allow people to demo your software on their own time within a virtual machine. In
turn, the marketing team is happy because all of their materials are being used effectively, and the sales team
is happy because they no longer have to search for the latest videos or collateral to send out to prospects.
As CEOs and managers, it is difficult to look objectively at the effectiveness of our teams in which we have invested
so many resources. The truth is, salespeople are spending way too much of their time on activities outside of
selling, marketers are frustrated that the content they create is not being used or not being used effectively, and the
feedback loop that allows both teams to be more effective is broken.
In order to stay innovative, we must honestly look at how well our sales and marketing teams are working
together. Instead of arming them with tools to work independently of each other, we need to provide tools that link
the platforms together and allow both teams to focus on what they are great at, while providing feedback around
how they can collectively improve.
Amy McKinnon and Kari Peterson co-founded Sky Blue Technology to provide Partners with intelligent touch point
services to help them deliver personalized prospect experiences in the cloud. You can learn more about Sky Blue
Technology at www.skyblue.technology or by email: [email protected] or [email protected].
1
2
Aberdeen Group, April 21, 2015, “Better Buyer Connections = Stronger Sales Enablement Results” by Peter Ostrow.
Harvard Business Review, July-August 2012 issue, “The End of Solution Sales” by Brent Adamson, Matthew Dixon,
and Nicholas Toman.
23
CONTEST
Summer 2015
SALES
Note: This
is not the
hidden logo!
Wanda Rowden of Team Technology found the hidden logo in Chris
Elmore’s “How Going Vertical Saved My Company” article on page 18 of
the Spring 2015 magazine.
MARK
MA
RKET
RK
ETIN
ET
ING
IN
G
LEAD
LE
ADER
AD
ERSH
ER
SHIP
SH
IP
How
GOING VERTICAL
Let’s give it another try. The submission rules for this quarter’s contest
are the same – log on to www.thepartnerchannel.com/magazine under
“Find the Logo Contest” to let us know where you think the logo is
located. A winner will be drawn at random and will receive a cool gift
that’s sure to point you in the right direction every day!
Saved My Company
18
SPRING 2015 | THEPARTNERCHANNEL.COM
SPRING 2015 Location
Here’s a list of places where our logo usually appears, thus making them null and void when it comes to this contest:
WINTER 2012
contents
7INTERs4HE0ARTNER#HANNEL ® Magazine
IN EVERY ISSUE
FEATURES
9
25
Contributors
How Trustworthy Are You?
Surely on Santa’s Nice List
11
SETTING
THE
Direction
FOR THE NEW YEAR
26
TPC Caption Contest and Results
On the Homefront
DEPARTMENTS
Sounds Like a Relationship
Leadership
12
News
Celebrating the Good in the
Community
15
Events
Planning Winter Through Spring 2012
Word-A-Ganza
30
Convergence Tip of the Week
Festival
44
Electronic Signature 101
40
My Team is in the Van.
Where Do We Go Now?
50
28
You Can’t Go With the Flow if
You’re Stuck in a Box
Mark Albrecht, Microsoft
Sales
TPC Interview
43
ISV Profile
Panatrack, Inc.
CLOUD
A
53
Members Only Corner
COMPENSATION
5280 Solutions
PLAN THAT WORKS
54
39
16
The Entrepreneurs’ Corner
52
Logo Contest
56
18
A Greeting from TPC
Make 2012 The Year That You
Keep Your Promises
TPC Photo Caption
34
CONTEST
When Customers Sell for You
46
A Compensation Plan That Works
VAR Profile
The Resource Group
Marketing
59
Marketing Stickiness
The List
Updated and Ready for You
Each Quarter
Out With the
In With the
OLD
NEW
Front cover
82
Advertiser Index
The Product Experts
What could Jesse Byam possibily be thinking about?
22
Simply email your caption to Jenny at [email protected]. Submissions
will be judged on creativity, relevance, and sense of humor. The prize for this contest
36
is two (2) tickets to your local cinema.
Out With the Old, In With the New
48
Keep it clean folks, because in addition to printing this edition’s winning captions,
we’ll also print all the other entries we receive.
Follow the Yellow Brick Road
A publication dedicated to building a community for Partners
THEPARTNERCHANNEL.COM | WINTER 2012
5
Table of contents
THEPARTNERCHANNEL.COM | WINTER 2012
Photo caption
page
26
The end of
each article
Any graphics that have the
TPC logo as a main element
(note: the hidden logo may be located
within that graphic, but it’s not going
to be plain-as-day!)
25
MARKETING
L E A DE R S H I P
Are You
Insane?
PLAN DIFFERENTLY
story by CHERYL STREGE
illustration by MATT MASTRUD
A
s the Microsoft fiscal year closes and the
dog days of summer approach, the timing
couldn’t be better for some reflection on
the health of your marketing practice.
After all, summer is a great time to not
only set some marketing goals, but also
actually EXECUTE those tactics so you’re more than ready
for the fall and winter selling season.
But before jumping into the next 12 months of strategies
and tactics, it’s good to ask yourself a few questions, such as…
» Did I invest in enough “outbound” lead generation
tactics in the past 12 months to support and feed the
sales pipeline?
t *GZFTUIFODPOHSBUT:PVSFJOBNVDI
better position than many of your Microsoft
Dynamics colleagues.
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Was it due to lack of time, lack of money,
lack of direction, or just not knowing
WHAT to do, so consequently, nothing was
done?
» Did I dial up my social presence (regular blog posts
and social media posts) with awesome content that
my audience viewed, consumed, liked, and shared?
26
SA LE S
t *GZFTEPOUMFUVQPOUIFHBT*UUBLFTUJNFCVUZPVXJMMTFFUIFQBZPĉWJBJODSFBTFEUSBĊDBOEWJTJUPST
And eventually, leads in the pipeline.
t *GOPDPNNJUUPJUOPXXJUIBOFEJUPSJBMDBMFOEBSTPZPVDBOVTFUIFTVNNFSNPOUITUPCVJMEPVUB
great repository of blog posts and other knowledgeable social content.
t $SFBUJOHUIFDBMFOEBSJTFBTZ*UTUIFFYFDVUJPOUIBUTOPUBTFBTZCVUZPVBMSFBEZLOPXUIBU
» Did I invest in making my website more of a lead generation tool and less of an online brochure?
t *GZFTXFMMEPOF:PVMJLFMZIBWFBDPOUJOVJOHTPVSDFPGGSFTIDPOUFOUUPQPQVMBUFUIFTJUFBTUSBUFHZUP
convert visitors to prospects, a search engine optimization (SEO) plan, and industry-specific content to
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t *GOPBTJOiOPMFBETDBNFUISPVHINZXFCTJUFJOUIFMBTUZFBSwUIFSFBSFMJLFMZTPNFGPVOEBUJPOBMUIJOHT
impeding your ability to attract and convert visitors. Get some external help and FIX this over the
summer before that fall influx of qualified prospects starts searching for an ERP or CRM provider.
I could go on, but you get the idea. As Albert Einstein said, “Insanity is doing the same things over and over
FYQFDUJOHBEJĉFSFOUSFTVMUw*GZPVEJEOUBOTXFS:&4UPBMMUISFFRVFTUJPOTBCPWFEPOUDPOUJOVFUPEPUIFTBNF
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WHAT NEEDS TO CHANGE?
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HSPXTJO': w*XPVMEBOTXFSXJUIBCPVUUIJOHTPSNPSF
CBTFEPOXIBU*WFTFFOXPSLJOHJOUIFMBTUZFBS
But for the sake of brevity, I’ll limit my answer to the top two:
» 8FCTJUFXFCTJUFXFCTJUFͳBUTOPUUISFFUIJOHTKVTUUSJQMFFNQIBTJTPOBTJOHMFQPJOU
:PVSXFCTJUFJTZPVS
branding team, your marketing team, your pre-sales team, your sales team, and your “closer”. There’s just no
FYDVTFBOZNPSFGPSBEFTJHOGSPNUIFTPVUEBUFEDPQZEVQMJDBUFDPQZOPNPSFVTJOHUIPTFiXFCTJUFTJO
BCPYwXJUIPVUQFSTPOBMJ[JOHUIFDPOUFOU
BOEBMBDLPGPĉFSTUPDPOWFSUWJTJUPSTUPQSPTQFDUT
5P HFU TUBSUFE 1BSUOFS4PVSDF JT MPBEFE XJUI FYDFMMFOU &31 PĉFST IUUQTNCTNJDSPTPGUDPNQBSUOFSTPVSDF
OPSUIBNFSJDBTBMFTNBSLFUJOHQSPEVDUTUSBUFHZEJSFDUJPO.4%:/@&317PMVNFJO4.#DBNQBJHO
UPIFMQZPVHFU
your website populated with content that prospects want to view, download, share, register for, or opt-in to receive.
/05& (SFBU DPOUFOU DPOWFSUT WJTJUPST UP MFBET 'PS FYBNQMF BT NVDI BT * IBUF UP mMM PVU UIF )VC4QPU
form each time I go to their website, I do it because they have excellent content that’s relevant to
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and distributing unique original content that draws your prospects in like ants to your picnic table.
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profit accounting software”. Those are too competitive, and you’ll never outspend the players already there. But
ZPV$"/PXOGPSFYBNQMFiOPOQSPmUBDDPVOUJOHTPGUXBSFSFTFMMFS,BOTBT$JUZwXJUIUBJMPSFEXFCTJUFDPQZ
a landing page just for your non-profit prospects, unique thought leadership eBooks, a lot of blog posts and
articles on the topic, and socially shared non-profit content. Believe me, it works.
» Planned customer advocacy. The key word here is “planned” and not “uh-oh, I forgot about talking to our best
customers”. I realize we all think of referrals when this topic comes up. Referrals bring new revenue into the
company, are easy to track, and are easy to show ROI from. But I challenge you to think beyond referrals in
the year ahead and focus on a more encompassing and programmatic way to use your customer advocates:
HACKING YOUR MARKETING
Hacks are a popular topic these days, from hacking your brain to hacking your life. Take note of a few of these hacks
below:
» Download your free eBook, “Beyond the Referral: How Technology Resellers Benefit from a Customer Advocacy
Program” from The Partner Marketing Group: www.thepartnermarketinggroup.com/marketing-resources
» Not sure if your website meets Google’s new mobile-friendly standards? Test it here: www.google.com/webmasters/
tools/mobile-friendly
» What does your website look like on all sorts of mobile devices? Check it out on this cool (free) tool:
www.responsinator.com
» Want more website traffic? Want to compare your site’s SEO score against your top three competitors’ scores? (I do,
and I did!) Go to www.quicksprout.com for a free analysis.
27
t Stories: 4VDDFTTGVMDVTUPNFSTUPSJFTBSFUIFNPTUFĉFDUJWFDSFEJCJMJUZUPPMZPVIBWFͳJTDBOCFJOUIF
form of case studies and testimonials (including videos), blogs and press releases, or even simple quotes
that you can post on your website and social media properties.
t Reviews: Possibly one of the easiest, yet very powerful, actions an advocate can take is publishing re
views about your products and services. Leading software publishers (think Microsoft Pinpoint) are
making reviews a key piece of their “find a Partner” solution portals. LinkedIn, of course, has its
“recommend” function.
t Awards: Almost all software publishers have awards for their channel and most are going to be based
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resource-intensive as attending an event with you and speaking about the experience.
t Social Media: Everyone looks on social media to see what people are saying about you. Be connected
and engaged with your customers so they can easily share your messages. Post items of value like
eBooks and white papers that make your customers look good when they share them.
t Referrals: Of course, the bottom line (and most valuable of all the customer advocate
actions) is the direct referral. We all love them but often lack the programmatic approach to
identifying, asking, and thanking our customer advocates for putting themselves on the line to refer a
colleague.
That said, I hope that I, or perhaps Albert Einstein, have inspired you to enact some changes to your marketing
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oTVNNFSXJMMCFPWFSCFGPSFXFLOPXJU
If you’re not insane and want to change up your marketing to get a different result, download the free eBook on
customer advocacy at www.thepartnermarketinggroup.com/marketing-resources, then contact Cheryl Strege at
[email protected] or 605-574-9432 to take advantage of the Beyond the Referral program. Think
differently, execute differently, and grow your business in FY16.
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/LDLVRQ0HVVHQJHU(''
automate
print
attach
distribute
Utilize your existing report
templates and contact lists
from Dynamics AX, GP, SL
and NAV to distribute
forms like invoices, POs, &
reports, even attachments.
Just print the way you always have; but, select the
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driver. Liaison Messenger
EDD will distribute everything simultaneously.
Auto-attach files like; unpaid invoices with AR
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installation specs & invoices.
You create the rules!!!
Print, email, fax, ftp, archive, encrypt, assemble,
sort, convert, split, batch,
burst, even password protect any form or report and
then send, store or print it.
:HKRSHWRVHH\RXDW0LFURVRIW&RQYHUJHQFHERRWK
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28
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SYPNIO – ONE TRUSTED
ACA REPORTING ENGINE
t Deep internal reporting for Affordable Care Act tracking of
eligibility and testing of affordability, to manage penalty risk
t Prints and generates e-file for IRS Form 1095-C and
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t Generates and can e-file Form 1094-C for the IRS –
including the unified reporting mandatory for commonly
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TPC INTERVIEW
Victor
Morales
vice president of Microsoft Dynamics Partner programs and sales
Victor Morales joined Microsoft in December 2014 as vice president of Microsoft Dynamics
Partner programs and sales. The Partner Channel spoke with Victor after he had spent time
on the road meeting Partners and had experienced his first Convergence event.
The Partner Channel (TPC): With nearly six months and one
major event down, how’s it going?
Victor Morales (VM): It’s going really well. There is a lot of breadth
and depth to this role as we serve a broad base of customers, and the
Partner channel itself is quite large and diverse.
We’re making progress across the board, from SMB and managed
Partners to GSIs and corporate accounts, and I feel very good about
where we’re at and what we’re doing.
TPC: What have you learned most in your conversations with
Partners?
VM: Partners are moving towards industry specialization, which
I encourage and applaud. In order to gain credibility with clients,
Partners need to speak their language. Some of our most successful
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that way.
Another thing that’s apparent is the need for simplification with
30
our compensation plans. It will be a journey, but we will be taking
UIPTFTUFQTJO':
TPC: In your conversations, what differentiates the Microsoft
Dynamics channel from others in the industry? Any surprises?
VM: One of the areas where this channel separates itself from others
is its members’ knowledge of the products and their ability to deliver
value to the customer in a meaningful way. We have a very special
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product set. Those skills and capabilities are amazing and have been
a positive surprise.
We’ve delivered some really great results through working with
Microsoft and Partners, and we expect that to continue moving
forward.
TPC: This was your first Convergence, and it was announced
that the event would shift to be the customer event for Microsoft,
instead of a sole focus on Microsoft
Dynamics. That change brought a lot of
sadness to the SMB Partner audience.
How do you see Convergence moving
forward while carrying the legacy of what
the event has meant to this crowd?
VM: Specific to the SMB community, I
recognize the importance of that segment
of our business and the role those members
have played over the years.
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blueprint and place even more emphasis
on that part of our business. We recently
announced Microsoft Dynamics CRM
Online in Microsoft Open and will be
announcing even more programs at WPC to
sharpen our focus in SMB.
TPC: We’re coming up on your first WPC.
What are your plans for that event?
VM: Anytime there’s a first time, it’s a
learning experience, and I look forward to
participating. There are a number of Partner
executives that I have yet to meet, and I plan
on meeting them while we’re there.
From a content perspective, we intend
to provide sessions around Microsoft
Dynamics AX, Microsoft Dynamics CRM,
Microsoft Dynamics SMB, the Academic
Alliance, enterprise Partners, industry
perspective, Partner recruiting, and best
practices for profitable businesses.
TPC: On the recruiting end, what are
you hearing from prospective Partners
regarding the Microsoft Dynamics
opportunity?
VM: We need to continue to help on tight
linkage with Microsoft – both with account
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GVOEJOHBTUIFZHFUPĉUIFHSPVOE
We’ve set aside budget and team functions
to make sure those Partners we recruit are
successful.
TPC: How do you plan to stay connected
with Partners outside of the personal
visits and events?
VM: 3FDFOUMZ * IPTUFE B :BN+BN PO
:BNNFS *WF GPVOE UIBU XF IBWFOU CFFO
communicating enough with our Partners to
ensure we have a “One Microsoft” Partner
story. I will continue to communicate
more broadly with Partners via social
media, Partner advisory forums, and joint
participation in events and conferences that
bring our Partner community together.
Want to connect with Victor in a future Yammer session?
Visit the Microsoft Dynamics Managed Partners
Worldwide Network (www.yammer.com/
microsoftdynamicspartnernetworkworldwide) to
find out the next YamJam date and time.
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31
LEADERSHIP
32
SA LE S
M A R K ETI NG
Get
Energized
Get Proactive!
story by LINDA H. YATES | illustration by DAVE SWANG
T
he Microsoft fiscal year-end is the perfect time to check, plan, and prepare for the coming year.
Similar to how January brings goal setting and resolutions, a new beginning – in this case, a new
Microsoft fiscal year – is always a great way to jump-start your motivation in every aspect of your
life and business.
You don’t have to wait for the end of the calendar year to plan. If you write down your goals, the
propensity of them getting conquered goes up more than 50 percent. Take 30 minutes to think and
meditate. What do you want to achieve and do in every aspect of your life? Write it down. When I do this, I am
amazed at the goals I am able to achieve.
Being proactive energizes, and being reactive sucks energy away!
I encourage you to set service goals. Why should you set these types of goals? By setting goals in this area, your
business will be more profitable and your life will be enriched. You can start in small ways.
There is a wonderful story about Johnny, a bagger in a grocery store. Johnny took the store management’s
direction to heart to help increase profitability for the store. As Johnny contemplated what he could do to help
increase profitability, the idea came that he could share small, typed “Thought of the Day” slips of paper in the bags
he packed. Shortly after he started doing this, management noticed a line forming at the register where Johnny was
the bagger. The store would open up extra lines to get customers checked out, but they stated that they were fine.
They would wait; they wanted Johnny’s “Thought of the Day”.
His example permeated to others that worked in the store. Other employees started coming up with ways that
they could reach out to customers, which in turn created a positive service experience. The store’s profitability
rose. Human relationships enhanced. Shoppers enjoyed shopping at this store. Employees enjoyed serving their
customers.
Networking is another great way to increase your opportunity to connect with others. If we look for ways to
meet others’ needs, often it comes back threefold. As humans we need interaction with other human beings.
Networking can be scary. If you are proactive and practice in every new situation you enter, you will begin to feel
more comfortable. The more personality types you encounter and can connect with, the more successful you will
be in all aspects of your life.
33
As you set goals, create a scorecard. List out the following areas:
Mental What can you do to stimulate your mental capacity in building a positive attitude and an open mind?
Physical What can you do to improve your diet, exercise, sleep patterns, and activity level?
Spiritual Are you experiencing gratitude in your life and an opportunity to meditate and pray?
Family Does your family feel your devotion, and are you active with their individual lives?
Career Are you experiencing satisfaction and growth? Do you take time for vacations?
Financial Are you saving or are you debt-free? If you were to experience a change in your financial environment,
would you be able to weather the storm?
» Social Do you have the reputation you want? Are you happy with the friendships you have? Are they positive
and uplifting?
» Lifestyle Do you laugh daily? Are you experiencing a healthy, stress-free life? Are you joyful?
Yes, there are a lot of aspects needed to experience a balanced life. This list can seem overwhelming. Take time to
list out what is most important for you to do and achieve. Once you have achieved this goal, cross it off and make
new goals.
You don’t have to wait for the beginning of a new calendar year to create goals. The most successful people in the
world are always evaluating where they are, where they want to be, and what it will take to get there.
I know that if you commit to you, life will amaze you, and new opportunities will arise that you could have never
imagined before. Good luck on this journey!
»
»
»
»
»
»
Linda H. Yates has produced more than 250 educational seminars on helping individuals and businesses uncover,
realize, and accomplish their goals. She can be reached at [email protected] or 561-206-2531.
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34
WHEEL
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story by PETER JOECKEL | illustration by SHAWN OLSON
O
ne of the theme ideas for this issue of The Partner Channel Magazine struck a raw nerve with
me as it’s a topic that never fails to agitate me: Do you have an idea for some planning that
Partners can do for their sales and marketing strategies based on the Microsoft fiscal year?
Here’s my elevator-pitch answer for the attention span-challenged, Twitter-obsessed
generation: Nothing. Do nothing. In fact, actively ignore any and all sales and marketing
strategies that are based on a vendor’s quarter-end or year-end. In the end, all they do is cost
you money. Lots of money.
Where to begin?
I had an epiphany about many things Microsoft and its relationship with its Microsoft Dynamics Partners
one day as I was looking for one thing or another on PartnerSource. Anyone not familiar with PartnerSource is
probably a NetSuite reseller doing competitive market research and therefore reading the wrong article (for them,
PartnerSource is a well-organized and logically laid out website where Microsoft Dynamics Partners can easily find
anything needed to make their business and personal lives richer).
Anyway, there I was logging into PartnerSource during Q4 of Microsoft fiscal year 20XX when the banner said
something very much or exactly like: “It is close to the end of the year, what can you do for Microsoft?”
36
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The corresponding graphic was a serious-looking picture of one of the “Important Dynamics Executives of the
Year” (IDEOTY for short). My initial reaction was that this had to be a personal plea to make sure that he was
promoted out of the Microsoft Dynamics space as quickly as possible into the “real” Microsoft.
But no, once the initial shock wore off, I read more closely, and the point was exactly as advertised: What could we
Microsoft Dynamics Partners do to make sure that Microsoft finished off strongly for the year? This was an appeal
to our sense of loyalty to mother Microsoft in its time of dire need, the Microsoft that does so much to nourish us
and feed our families during the rest of the year, in case you were not feeling appropriately grateful at the moment.
For anyone that is still drunk on the Kool-Aid: the Microsoft Dynamics Partners are the customers! Let’s all
37
repeat that together…the customers! The banner should have said, “What can Microsoft do to help you, our loyal
Microsoft Dynamics Partners, finish off the year on a strong note?”
With that one slip, it was revealed to us the true nature of the relationship between Microsoft and its Microsoft
Dynamics Partners. Does anyone remember the great “The Twilight Zone” episode titled “To Serve Man”?
Surprisingly, Microsoft was smart enough to leave out the details as to why it needed to have a strong finish to
the year, so let me help out with some wild guesses:
» Keep stock prices high to placate short-term results for inebriated stock pundits and analysts.
» Make sure that everyone remotely responsible for “net new sales” gets to go on an incentive trip (aka “club”).
» Most importantly, try to show the management team at the real Microsoft that select members of the IDEOTY
deserve another shot with jobs in a better division.
Forgetting for a moment the upside-down mentality that exists between Microsoft and its Microsoft Dynamics
Partners, how does year-end or quarter-end planning cost money, that is, Partners’ money?
The answer to that is simple. Quarter-end and year-end sales and marketing events always revolve around the
concept of creating a sense of “false urgency” to buy software before there is a price increase, or worse, to receive a
special “year-end” discount.
...the Microsoft Dynamics Partners are the customers!
Let’s all repeat that together…the customers!
If everyone relaxed and let prospects buy when they are good and ready, then we would never have to take all
of the special pricing money out of the Partners’ pockets, and in the long run, actually make more money for the
publisher, Microsoft.
Here’s a simple example with easy-to-understand realistic numbers: A good Microsoft Dynamics prospect is
going to buy a solution where the software component is $100,000. In order to send our Microsoft sales rep and his
family to club, we have to close this deal before the end of the year because the region is just a little short.
What to do? Why let’s pitch all of that “value-selling” BS right onto the horse manure pile where it belongs, and
let’s offer the prospect a special end-of-year discount of 20 percent. Just make sure the order is placed before the
23rd of the month to make sure that it gets credited in time (something having to do with sales operations and their
vacation schedules).
The best-case scenario is that the customer agrees AND Microsoft splits the discount with you. If you are a good
Partner, you’ve just lost $10,000 forever. What would that money do for your business? The Microsoft Dynamics
community as a whole? Your kids’ college fund?
If deals were just allowed to close naturally when the customer is ready, everyone would be more profitable in
the short and long run. And here is an ugly secret: What about all those deals that do not close with the 20 percent
end-of-year offer? Anyone in this business for any amount of time knows this answer. It is almost impossible to take
a discount off the table.
That leads to the worst-case scenario: No club, which results in an unhappy rep, lots of vacation wear that has to
be returned, and the lost money that can never be recouped.
If you have to discount, do it for the right reason; the Epicor rep just offered an 80 percent off year-end
special!
Peter Joeckel is the president and founder of TurnOnDynamics, a Microsoft Dynamics AX and Microsoft Dynamics
GP Partner that specializes in manufacturing implementations and transitioning clients that have outgrown Microsoft
Dynamics GP to Microsoft Dynamics AX.
Additionally, TurnOnDynamics focuses on the strategic concerns of executives and owners with a unique Dynamic
CFO Service offering. Learn more at www.turnondynamics.com, and reach Peter at [email protected].
38
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MARKETING
40
L E A DE R S H I P
SA LE S
story by ADRIANNE MACHINA | illustration by SETH REXILIUS
A
hhh…The lazy days of summer are here at last. There’s nothing better than sitting in the shade
with a good book. I have lots of recommendations for good books. My recent favorite is “The Big
Leap” by Gay Hendricks. The book is about how to break through your self-imposed limitations,
or as he calls it, your Upper Limit Problems, so that you can create your best life every day and
feel great all the time.
Which brings me to one limitation I see with clients all the time: They don’t have good offers
to give away, and they don’t believe they can create them on their own. I’m going to challenge you on that belief. I
think you can put together a pretty good offer on your own. Instead of reading this summer, are you up for taking
on the challenge of writing?
Not a full-length novel…just an eBook of 10 to 30 pages.
GREAT OFFERS LEAD TO BETTER WEBSITE CONVERSIONS
You will never have good conversions on your website if you don’t have good offers to give away. A good offer is
something of value that people are willing to submit their email address or other contact information for in order
to obtain.
Free consultations are still probably the most popular call to action, but your website visitor has to be pretty
qualified in order to want to meet with your team in person. While that may make your salespeople happy, it also
means you are missing out on lots of opportunities because you’re getting to the game so late – and the prospect
might already have a preferred solution provider.
AN EBOOK IS A GREAT OFFER
What most companies are lacking are the top-of-the-sales-funnel offers. These offers are aimed at people who
know they have a problem or set of symptoms, yet they haven’t identified a specific solution. Maybe what they know
is that:
» QuickBooks is running slow – or –
» Payroll is costing them too much – or –
» No one is using their CRM system
What they are looking for is how to remedy that situation. They might not even be looking to buy something
new yet. This is your opportunity to plant a seed, to start to get them dissatisfied with their current situation. By
educating your readers on their options, you can get them to see the possibility that your solution might get them
there faster or with a better end result than staying with the status quo. And because you’ve gotten their email
information, you don’t have to close the deal in the first interaction. You can keep nurturing them and answering
their questions until they are ready to buy.
ANYONE CAN WRITE AN EBOOK
It just takes a little thought, time, and discipline. Having your own eBook specific to your company will give you a
better educated prospect, a differentiated position amongst your competitors, and a great offer you can use in your
ads and on your website to convert visitors and viewers into leads.
41
WHAT MAKES A GREAT EBOOK?
» A Fabulous Topic – Ask your frontline sales and service people about the issues clients ask about all the time.
Or talk to your project managers about the rules they enforce working with clients. Often the marketing group
doesn’t have great insight to the day-to-day problems our salespeople and consultants face. Look at blogs
you’ve been writing – and that your competition has been writing. The easiest eBooks to write are lists – Top
10 Ways, 7 Steps, 14 Principles, etc. Also look at areas where you provide a competitive differentiation – or
where you can take a contrarian approach.
» A Curiosity-Provoking Headline – The main purpose of a headline is to get people to be curious enough
about what’s inside the eBook to be willing to exchange their email address for the information you are
providing. Make it good!
» Subtlety in the Sales Pitch – Your eBook cannot be entirely a product pitch. If someone has concerns about
moving to the cloud, explain when moving to the cloud is NOT a good idea, even if your solution is entirely
cloud-based. If you’re writing a book about getting higher CRM adoption rates, don’t make the eBook only
about Microsoft Dynamics CRM; give them clever, insightful ideas you’ve seen work that they can use whether
they switch to you or not.
» Helpful Advice – Give advice from a place of truly helping. Put yourself in their shoes. Would you read this?
Would you find value in this advice? Would you give this to your best prospects today (if they were still in the
beginning stages of their search) to help them with their decision process? Make sure you explain terms and
acronyms that may be unfamiliar to the reader.
The point is to shift the relationship you
have with your market so that when the time
comes for them to change their situation or
software, they’ll think of you first.
» High Perceived Value – Even if your eBook is free, it shouldn’t look that way. Add artwork and branding;
design a cover yourself or use a professional if necessary. Customers will be more likely to download and read
your eBook if they believe they are getting something of great value for little cost.
» Focus – Stay focused on one topic. You are better off covering one subject in depth rather than a high level
summary of a lot of topics. You can always write another eBook to cover another topic.
» Simplicity – Your market is looking to you for easily accessible answers, not the next great American novel.
Find the balance between delivering on the content you’ve promised and overwhelming your prospects with
too much information.
How long will it take? Some companies can crank out an eBook in less than a week. I’ve written one over a
weekend. Others take months to develop. Once you’ve decided to write one, stay committed! The point is to shift
the relationship you have with your market so that when the time comes for them to change their situation or
software, they’ll think of you first.
Adrianne Machina is a marketing consultant with a great reading writing list for this summer. Want to see what’s on
her list? Contact her at [email protected].
42
GP
reIMAGINE
Fargo, North Dakota
2015
September 21-23
Hosted by Dynamic Partner Connections
YOU, reIMAGINED
reIMAGINE 2015 is the ultimate knowledge-sharing and networking event for
Microsoft Dynamics® GP partners. This year’s theme, YOU, reIMAGINED, puts
the spotlight on you, the Dynamics GP Partner, offering powerful new ways to
increase your knowledge, skills and professionalism.
Is reIMAGINE for YOU?
Looking for expert insights and outstanding, role-based content for every member of your team:
EXECUTIVES, SALES, MARKETING, DEVELOPERS AND CONSULTANTS.
then the answer is
Registration is NOW OPEN!
Save $200 before June 19
YES!
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With a wide variety of sponsor
packages available, reIMAGINE is
the perfect opportunity to engage
with attendees interested in learning
more about you!
visit:
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email:
[email protected]
Discover why reIMAGINE is the must-attend event of 2015!
www.reimagine2015.com
VAR PROFILE
COMPANY
Tidestone Solutions
INTERVIEWEE
Sandy Wyman, president and owner
WEBSITE
www.tidestonesolutions.com
PHONE
207-761-2133
HEADQUARTERS
Portland, Maine
ESTABLISHED
1995
CUSTOMER TESTIMONIAL
“While we couldn’t have predicted,
from the beginning, all of the
details that ultimately went into our
new Time Collection and Approval
system, we are very happy with
the outcome. Tidestone’s ability to
remain approachable and insightful
as we brainstormed the design,
implementation, and revisions made
the project flow smoothly, and it
opened up creative thinking from
our personnel and from Tidestone’s
managers. The result is awesome.”
Norman Locke, New England Tech Air
44
T
idestone
Solutions
offers ERP, accounting,
financial, and reporting
solutions for Microsoft
Dynamics GP. Its clients
range in size from small
to enterprise businesses and encompass
many different industries, including
non-profit, distribution, manufacturing,
construction, breweries, and more.
The Partner Channel (TPC): How did
Tidestone Solutions get its start?
Sandy Wyman (SW): Originally, the
company was named Gilchrist Scott.
Toby Scott started the company, and I
Sandy Wyman, president and owner
joined him about 20 years ago. In 2010,
I bought the company and changed the
name to Tidestone Solutions. Same company and the same people with a fresh new
name and brand.
TPC: I love the name. How did that come to fruition?
SW: I wanted full participation from my team in making the decision and wanted to
keep a coastal feel for the company since we’re located in Portland, Maine. After a
number of brainstorming sessions with the team, we focused our brand and name
around living on the coast. We’re proud of where we come from.
TPC: You don’t run across many woman-owned Microsoft Dynamics Partner
organizations in the channel. How would you say this sets you apart?
SW: We’re very family-orientated, and it’s a goal of mine to be very invested in the
professional development of my employees. I want to give them a platform to grow
and really want the best for them. We budget annually for professional development
and are always looking for ways our employees can shift and grow in their roles.
Most professional services firms have high billing goals around 70 to 80 percent
of their time. Our goals are set at a lower 50 to 60 percent because we feel that
professional development and having time to learn and grow is just as important.
TPC: Tell me a little about what Tidestone Solutions does and the unique
industries you work in.
SW: We are a traditional Microsoft Dynamics GP VAR, and that’s the only ERP
software we sell. In addition to offering solution training, implementation, and
report writing, we help our clients with their business processes by creating
efficiencies. Our motto is, “Enter it once to improve accuracy.” So we make sure
the right integrations are in place for users to either enter into Microsoft Excel and
import it to Microsoft Dynamics GP or vice versa.
We are not an ISV, but we have done some development work such as building
field mobile time entry systems or custom billing solutions to help streamline
processes specifically for our customers.
Tidestone has always been very horizontal, but we have a few Partners across
the country we enjoy working with who focus on certain industries. We partner
with Vicinity Manufacturing and work with clients in the craft brewing industry in
Arizona, North Carolina, Maine, and Pennsylvania. That has become a big niche
for us, and we love working with that industry. Craft brewers are a group of cordial
competitors, and that is very fun to see, especially in such a fast-growing market.
We also work with WennSoft in the job cost and service management area for
speciality construction.
TPC: You’ve been in this industry for 20+ years. What has changed since you
first began?
SW: Technology has completely changed in the way we deploy and deliver it. A
major part of our business now is that we host Microsoft Dynamics GP on Azure.
We’ve branded that as YourCloud™ and have had huge success in that area.
Productivity tools have also changed because of the cloud, such as Office 365 and
Microsoft Dynamics CRM. The philosophy of doing your work anywhere and at any
time is a huge focus these days.
Customers’ perceptions have also changed in that they still want specific
solutions yet expect a rapid implementation. In some cases, we can, but we still
need to focus on their business needs and unique requirements. It’s not always a
“cookie cutter” approach that some think it is. The cloud has made many things
easier and faster to deploy, but I think that marketable aspect can skew the
expectation of the end-user.
TPC: What’s next for Tidestone Solutions in 2015 and 2016?
SW: YourCloud is the biggest change and shift for us. We enjoy making businesses
happy by taking away the burden of IT infrastructure’s focus on desktop support.
When they’re not focused on support, they can dive deeper into business intelligence,
for example. Businesses can get more value out of internal resources because we are
taking that day-to-day burden off their shoulders.
We are also developing a product specifically for Microsoft Dynamics GP Partners
that will help make them and their customers more efficient during the ramp-up
process of implementing Microsoft Dynamics GP. I can’t dive much deeper, but
that’s a little teaser for something to look forward to from us in 2016.
“YourCloud is the
biggest change and
shift for us. We enjoy
making businesses
happy by taking away
the burden of IT
infrastructure’s focus
on desktop support.”
TPC: What’s your favorite part of summer at your office and why?
SW: My happy place is the ocean, and summer is simply a wonderful time in our
area. Our office is in the heart of Old Port in Portland, so all we have to do is open
the windows to see tons of tourists and cruise ships in the harbor. It naturally feels
like we’re on vacation even though we’re in the office working.
Outside of our awesome location, we do a few fun things as a team, too. This year
we’re planning a pig roast and taking a boat out for a sunset cruise.
45
TPC Photo Caption
CONTEST
What do you think was the topic of this conversation at
The Partner Connections Event last fall? The intricacies of
code? A favorite meatball recipe?
Email your caption to Jenny at [email protected].
Submissions will be judged on creativity, relevance, and sense
of humor. The prize for this contest is two (2) tickets to your
local cinema.
46
Thanks for playing
last issue’s contest!
Our winner is
Steve Dwyer of
Appolis, Inc:
“I am pretty sure that I
traveled the farthest to
attend this TPC event…
really - I’m not kidding,
Alaska is way over here…”
Spring 2015 Photo Caption
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47
FLEXIBLE
TEAM
BONDING
The
Balancing
Act of
Work,
Life, and
Community
story by BETHANY FOYT
We’ve all played that balancing act
where one day you feel as if you have it
nailed, and the next day is completely
out of whack. Although the summer
months don’t slow down business
much for this group of Microsoft
Dynamics Partners, it can be a good
time to intentionally attend to balancing
work, life, and even community.
Whether they’re scaling mountains,
taking time to completely unplug, or
holding a family-style barbecue, these
Partners have a few things figured
out…
Summers at eOne Solutions get more flexible for employees and
include optional team bonding opportunities such as early morning
golf trips or training for the company’s annual disc golf tournament
(ask Chris Dew about his “semi-pro” disc golfing skills). Martin says
it best, “Team bonding isn’t team bonding if it’s forced.”
With five team members at their Australia office and about 17 at
their Fargo location, eOne experiences two very different summers.
The one in Fargo is beautiful yet short-lived while the summer in
Australia is, well, all year long.
“Our summer hours in Fargo are much more flexible, so if
employees want to start work early in order to head out early so they
can make it to the lakes with their families, they can do that,” says
Martin. “Summer is still a very busy time for our developers who
are working on the next big feature as well as salespeople who have
numbers to hit, regardless of the sunshine. It is all about finding the
balance that ultimately makes everyone more efficient.”
Martin has lived in Fargo now for two years, but as a native of
Australia, has enjoyed a great number of summers in the tropical/
desert climate. Every summer in Australia, he and his extended
family would camp on a beach for three weeks to unplug completely.
No electricity. No devices. Just a hammock and nothing to do but
relax. “It’s amazing how quickly your mind starts churning out
creative ideas when you’re disconnected from all the ‘have to’s’ of
life and business,” he says.
Martin Olsen,
owner of eOne Solutions
Locations: Fargo,
North Dakota and
Sydney,
Australia
48
ALL GOOD
DEEDS…BUILD
TEAM COMRADERY!
ALL
IN THE
FAMILY!
As a services company, BroadPoint Technologies stays full-speed
ahead during the summer months but still takes time to enjoy the
beautiful East Coast weather, and in ways that actually benefit the
community.
Whether it is building playground equipment or planting trees
for a community garden, BroadPoint employees volunteer in groups
of eight to 10 people when and where they can. “Anyone who wants
to and is able to help is encouraged to participate in volunteer
opportunities,” Don says. “It’s a great way to get outside and work
together as a team.”
BroadPoint has also started a lunchtime running club where all
employees are invited to meet every Wednesday to run the Capital
Crescent Trail in Bethesda. “The running club is another small
activity that really builds comradery while motivating each other to
stay healthy, and a few of our team members have even participated
in local 5Ks and a Tough Mudder running event.”
A couple of years ago, BroadPoint employees celebrated the
company’s 10-year anniversary in style. They chartered a boat and
took a trip across Chesapeake Bay. They stopped for lunch at a
popular restaurant on the water where they enjoyed crabs and
beers. Don recalls, “It was a perfect way to celebrate the company
and our employees while enjoying a day on the water with great
weather.”
Every year on the first day of summer, Collins Computing has a
summer barbecue kick-off for its employees and family members
as well as other tenants in the building. Abra says, “We own the
building, so it’s a nice chance to build some community in the place
we go to work at every day.”
In addition to basketball hoops, volleyball nets, beach tables
with umbrellas, and margaritas, the team at Collins Computing
holds a recognition ceremony at their barbecue, giving out iPads
to their 15+ year veterans. As a company who has really grown
up together, Collins Computing is full of 20+ year veterans, and
it shows when they gather each year. “It’s amazing how much the
kick-off has changed over the years. Years ago, we all had smaller
children so would bring in face painting and bouncy castles. Now
our kids are grown up, so we are happy with games, food, and
drinks,” Abra shares.
Collins Computing also used to do three-day rafting trips at the
American River that contributed much to early-on team building
within the company. “Each team would have its own raft. We would
make fun hats or crazy outfits and give out prizes for the best spirit
award,” Abra recalls. “It was such a great experience and a set time
for us to just have fun together.”
From yearly barbecues to cheering on Steve Collins in boat racing
tournaments, the team at Collins Computing has been through a lot
of good business and a lot of good fun over the years. “They are my
best friends and my family,” Abra says.
Don Carnevale, director of marketing for
BroadPoint Technologies
Abra Gillman, ERP consultant for
Collins Computing
Location:
Bethesda, Maryland
Location:
Mission Viejo,
California
49
VALUABLE
DISTRACTIONS
BRING FOCUS
With employees across every time zone in the United States,
The Partner Marketing Group’s team of seven people takes
advantage of every opportunity it can for meeting in person. “We
try to accomplish team meetings during Convergence or other big
conferences,” Michelle says, “But it’s really hard to focus on the
company and our all-up goals with conference craziness happening
all around us.”
Cheryl lives on a beautiful piece of land in Hill City and has
invited her team to her place for team bonding activities like hiking
and rock climbing, as well as for creative strategy meetings.
As an avid rock climber, Cheryl is a firm believer in trying new
and different things to get out of your comfort zone, and she sets
the stage for exactly that by teaching her team the art of climbing.
“For me, rock climbing is a valuable distraction that makes me focus
completely on what I’m doing in that very moment,” Cheryl shares.
“For example, I can either worry about an email I have to send and
risk getting hurt or focus totally on my next move to finish the
climb. The complete focus on climbing helps me separate my work
life so I can be focused in all that I do.”
Michelle lives in Detroit and appreciates the all-around slower
pace when she visits Cheryl in South Dakota. “Climbing has definitely
taken me out of my comfort zone,” she says. “Rappelling is the scary
part, but the views and unique experience of it all are totally worth it.”
“Meeting in person gives us a chance to think more creatively and
stay more focused because we’re not glued to our email or dealing with
the usual distractions of email and phone calls,” Michelle concludes.
Cheryl Strege, president, and Michelle Glennie,
operations manager for The Partner Marketing Group
Location: All employees work remotely;
Cheryl is located in Hill City,
South Dakota, and
Michelle is located in
Detroit,
Michigan
50
GREAT
WEATHER AND
GREAT HAPPENINGS
CHANGE
OF
SCENERY
At PowerObjects’ location in Minneapolis, not many employees
step away on vacation during the summer months because of the
great weather and fun activities happening all around them. Jeff
shares, “It’s a perfect time for teams to get together outside the office
for things like paintball, lawn bowling, fishing tours on the lake, or
just enjoying some good live music around town.”
PowerObjects contributes to the great happenings at its Twin
Cities location by sponsoring “Food Truck Fridays” in its North
Loop neighborhood. “PowerObjects was one of the first businesses
set up in this old warehouse district,” Jeff shares. “It’s grown and
expanded since then, but there aren’t any food trucks in our area
just yet.”
So, each Friday during June, July, and August, PowerObjects
brings in food trucks to offer up amazing lunches, encouraging the
people in its neighborhood to get out of the office while building a
stronger sense of community and fun.
Speaking of sponsoring great things: PowerObjects also supports
the nationwide initiative, 30 Days of Biking (30daysofbiking.com)
each April. “Minneapolis is a huge biking community, and it’s
engrained in most folks, including our CEO Dean Jones. He rides
his bike into work all year long. By sponsoring 30 days of biking,”
Jeff continues, “We want to encourage and promote the benefits
of riding to work. We even provide lockers and bike spots for
employees to make it easier.”
Stoneridge Software meets every quarter to review company
strategy and goals, but at the quarterly meeting in August, employees
get away from the norm of office life and meet at an area resort. “It’s
nice to get away and enjoy the outdoors,” Leah shares. “A change of
scenery also changes how we act and feel to help us start thinking
more creatively.”
With locations in Barnesville and Minneapolis, the Stonebridge
Software team has a plethora of lake resorts to choose from where
they can meet in the middle. Stoneridge also has several remote
employees, and having the quarterly meeting in person each August
helps cement relationships across the entire team.
The team also participates in and sponsors golf outings with
organizations including the Fargo Moorhead West Fargo Chamber
of Commerce and the Minnesota High Tech Association. “The
golf outings are very casual and are always a great opportunity
to have some fun while meeting new people in our industry and
community,” Leah says.
During the winter, the team at Stoneridge does pizza-and-beer
Fridays and is adding to the fun this summer with grill outs every
other Wednesday. Leah has also volunteered the company to take
care of a refurbished park across from the office. “The plants are in,
and we’re on cue to water weekly and make sure it’s in good shape,”
Leah says. “It’s another fun way to get outside while improving the
scenery in our community.”
Jeff Wedren, director of marketing
for PowerObjects
Leah Baker, marketing and communications
manager for Stoneridge Software
Location:
Minneapolis,
Minnesota
Locations: Barnesville
and Minneapolis,
Minnesota
51
LEADERSHIP
SA LE S
M A R K ETI NG
What You Should Do on Your Company’s
SUMMER
VACATION
Tips for making the most of the in-between times
story by TRACY FALEIDE | illustration by SHAWN OLSON
I
t’s that time of year again, when typically focused team members gaze out windows and scheduling sales
calls around vacations is a constant struggle. Many businesses experience lulls in sales momentum during
the summer months simply due to the fact that so many decision-makers are vacationing. The brisk cadence
of industry conferences, requests for proposals, and sales presentations slows down as everyone works on
their lawns, tans, and short games.
While you can’t compete with the call of the wild or the crash of the surf, you can make this the summer
you actually achieve your company’s goal of “making the most of our downtime.” The trick is to turn strategic
improvement projects into fun company-wide initiatives.
Start by selecting just a few customer-facing processes that need to be improved. Resist the low-hanging fruit
for now. Instead, take another look at recent feedback, poll your services staff, recall those topics that – when
brought up in meetings – cause groans, awkward silences, or avoidance tactics. This is the summer you’re going
to clean behind the refrigerator, people! Just think how good you’ll all feel when the most snarled of processes gets
untangled and dramatically improved.
The best process improvement initiatives are:
» Strategic
» Given high priority
» Visibly supported by leadership
» Completed by cross-functional teams
» Very important to customers
It’s important to gather input from a wide group; if you can, ask everyone to submit ideas. However, be sure to
select the small handful (no more than three!) that will yield the greatest results in terms of faster time to value or
increased satisfaction. Viable candidates should get a yes for each of these simple sniff-test questions:
» Would customers agree this is a project we should prioritize?
» Does completing this project support at least one of our top company goals?
Let’s say you find three worthy projects. Before you rush head-long into doing them all at once, consider these tips:
» If your company is new to formal process improvement methodologies, select a simple framework that you
52
53
feel can best meet your needs. Conduct
a few overview training sessions on
your chosen methodology so you’ve got
a shared vocabulary and some handy
reminders of helpful tools such as
fishbone and affinity diagrams.
» Start with just one of the projects;
it’s best to choose the one you think
will yield the greatest impact in terms
of sense of accomplishment and/or
customer impact. Get off to a solid
start by stacking this team with two
or three people experienced in leading
improvement initiatives and managing
through ambiguity. And, remember
to balance your team assignments.
You should have a few subject matter
experts, a few people whose teams are
affected by the process, and a few who
have no knowledge of it. Having a mix
of perspectives and experience levels
is critical. One senior leader should
serve as executive sponsor and sit in as
much as possible. The effort should be
discussed openly and often.
» Since it is summertime and many of
your team members have vacations on
the brain, consider giving your projects
a theme. Maybe it’s a multi-stop road
trip, complete with funny imagery like
a side-paneled station wagon and a
loyal family dog (of course). Encourage
your teams to get creative and send
“postcards” from their journeys.
» Although scheduling will be a
challenge, keep to a steady pace. Ask
improvement team members to commit
to completing their work in three-week
spans. This will help to avoid delays
brought on by vacations.
As with family road trips, a lot of obvious
value will be gained from the team making
expected stops at the “attractions” of
capturing the current state, brainstorming
innovative alternatives that eliminate
non-value added steps, documenting
new standard work, and educating teams
involved. Don’t forget the delights that can
be found off-road. Ask teams to create lists
of additional improvements or research
projects. Encourage everyone in the
company to play along by going on “day
trips” by improving small-scope internal
processes or organizing work areas.
54
We go on vacations to relax, to be inspired, to learn, and to try new things. By encouraging
your team members to take improvement trips together, you’ll drive exciting results for your
customers and your bottom line. And, you’ll pick up unexpected but delightful souvenirs,
like greater cross-team empathy, thought-provoking ideas, and shared memories. Most
importantly, you’ll strengthen the bonds and energy levels needed for the growth spurt you’ll
experience when summer’s done.
Happy trails, everybody!
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LADIES AND GENTLEMEN, WE HAVE A WINNER!
Congratulations to Melina Lindskog of Zobrio, Inc. for
winning our Spring 2015 contest.
Now for the next round of the Word-A-Ganza! Posted
below are 25 words that relate to the topics and themes
included in this issue of The Partner Channel Magazine.
These words can be found in the grid horizontally,
vertically, diagonally, backwards, and forwards. You can
submit your completed word find to us for a chance to win
a $10 gift certificate to Starbucks so you can enjoy future
word finds over a latte or cup of tea.
Simply scan and email your completed word find to Jenny
Davis at [email protected] or mail a copy to
The Partner Channel, 1240 Elm Street, Fargo ND 58102. If
you don’t want to write in your magazine, contact Jenny and
she’ll email you an electronic version of the same word find.
Admiral Consulting
Are You Insane
Balancing Act
Community
eBook Writing
Fiscal Year
Get Energized
Leadership
Life
Making the Most
R T H E G E N I U S
E A O P E N D O O R
B D M I C R O S O F
O M S N E R E L G N
O I O S V F N E O I
K R L E I W S A L C
W A U L C O C D O N
R S T L T R W E N A
I N I A O K I P H L
T O O R R I M R C A
I I R O M N A S E B
N T E M O G N H T T
G U S T R T Y I R E
L L I C A M D P O K
I O L A L S E L O R
F S I G E A R M D A
S E E N S L N E B M
N N N I E N E R G E
O O C C N U M M O C
I T E N R E S I L I
T S N A G O L O N H
U E T L G E N I U S
L D R A D M I R A L
O I A B L A S R E H
S T P E A K S C I M
Marketing
Members
Microsoft Dynamics
Open Door Technology
Partners
S
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Peak or Valley
Resilience
Sales
Summer Plans
The Genius Series
Tidestone Solutions
Victor Morales
Work
Working Together
WPC
E S Y T I N U M M O C
N O L O G Y B A L A N
N A M M I C S A S R T
O M M A U N I R T W H
I H S R E D A E L O E
S T M K P L T Y W R G
O I E E E I Y O O K E
L D M T A F R U P I N
U E B I K K P I E N I
P S E N O P R N N G U
R A R G R L E S D T S
S T R E V A M A O O T
R L N T A N M N O G S
E A E L N S U E R E O
N T E R S E S N T T M
L S R Y E N R L E H E
T I N G L N E S C E H
M A N Y D A R S H R T
M O S S L T C T N R G
R T E S E R I S O O N
E L L L A V R O I W I
A V I C T O R M O F K
U L T I N G N A L P A
T E N O T S E D I T M
T F O S O R C I M R S
55
ISV PROFILE
COMPANY
INTERVIEWEE
René De Fiori,
managing director and senior partner
WEBSITE
www.admiral-usa.com
HEADQUARTERS
East Brunswick, New Jersey
René De Fiori, managing director
and senior partner
PHONE
732-257-7440
TPC: How did your IP for Microsoft Dynamics GP and Microsoft Dynamics SL
come to be?
RD: Throughout a few hundred implementations, we observed a frequent pattern
of needs with our clients and prospects and decided to address those needs.
For example, we saw a good number of clients struggle with manual allocation
calculations in Microsoft Excel. We also noted that many didn’t have a tool that
helped them get their data – in the form of journal entries, web orders, or AP
vouchers, and the like – into Microsoft Dynamics GP.
Over the years, we have implemented Microsoft Dynamics SL for a number of
multinational companies that require rather complex inter-company transactions.
Although Microsoft Dynamics SL offers very powerful out-of-the-box intercompany
functionality, it has limitations with processing intercompany transactions in
different currencies. This limitation became so widespread, time-consuming, and
error-prone that we decided to develop a solution to bridge the gap.
EMAIL
Rdefi[email protected]
ESTABLISHED
2001
COMPANY PROFILE
Admiral Consulting Group is
a leading provider of services
and software that helps
companies achieve their goals
for continued business success.
Admiral is both a VAR and ISV,
with intellectual property (IP)
for Microsoft Dynamics GP,
Microsoft Dynamics NAV, and
Microsoft Dynamics SL.
56
The Partner Channel (TPC): Tell us a
little more about Admiral Consulting
Group.
René De Fiori (RD): Admiral Consulting
Group has been a prominent Microsoft
Dynamics GP, Microsoft Dynamics NAV,
and Microsoft Dynamics SL Partner in the
East since 2001. We have 35 employees
in our main office on the East Coast and
started operations in the West in 2007.
The markets are very different in the East
versus the West, which drives our focus
in each region. In the East, our practice
is fairly evenly spread among Microsoft
Dynamics SL, Microsoft Dynamics GP,
and Microsoft Dynamics NAV while
in the West, 90 percent of our services
revolve around Microsoft Dynamics GP
and our specific add-ons for that solution.
TPC: Tell us a little bit about your add-on solutions for Microsoft Dynamics
GP and Microsoft Dynamics SL.
RD: Advanced Allocations and ActiveConnect are for Microsoft Dynamics GP
and Multi-Currency/Intercompany (MCIC) is for Microsoft Dynamics SL.
Advanced Allocations allows clients to set up and process complex allocations
with much less effort than is required with the standard allocation functionality
within Microsoft Dynamics GP. For example, a client may need to allocate an entire
department, and doing that in Microsoft Dynamics GP without our solution is nearly
impossible. It could take hours and hours. In Advanced Allocations, you can take
an unlimited number of accounts and spread those costs out to other departments
within just a few minutes. Advanced Allocations also helps accountants manage
tiered allocations, taking previous calculations into account without a bunch of
hassle or confusion.
ActiveConnect is an eConnect-based integration tool. Among other things, it
allows clients to use Microsoft Excel for any Microsoft Dynamics GP data entry
task. It provides the speed and robustness of other integration tools, but with
greater ease of use and much lower pricing for companies that have only one or two
integration points. Users don’t need to purchase pieces that don’t pertain to their
business. They have the flexibility to pick and choose.
Multi-Currency/Intercompany (MCIC) allows entities to be linked together even
if they are set up in different databases with different base currencies. The Due To
and Due From transactions are automatically generated, and complex routes can
be followed when there are no direct inter entity account relationships between the
transacting entities.
TPC: What type of businesses benefit most from your solutions? RD: Our user base for ActiveConnect cuts across industries; really any company
that is using Integration Manager, has integrations from outside systems, or desires
to use Excel extensively for data entry is a candidate. The customer base for Advanced Allocations is very diverse, but there are
definitely pockets in non-for-profit, healthcare, and education where extensive
allocations are more common, such as allocations across hundreds of programs or
across different doctors and/or medical groups. We also have a few insurance and
financial institution clients utilizing these tools.
MCIC is well-suited for those organizations that have international divisions with
heavy inter-company transactions. We also have a few clients that are U.S.-based
companies with no currency needs, yet they have a large set of databases. They
found using the out-of-the-box Microsoft Dynamics SL multi-company function
was very slow and mechanical. Hence, MCIC has helped them to facilitate the
intercompany transactions more efficiently and effectively by reducing the monthend closing process.
“We contacted Admiral
last year about helping
us with a number of
complex integrations
from outside payroll
services. They were able
to help very quickly with
integrations for Payroll
JEs, Bank Withdrawals,
Bank Receipts and
Deposits, and Receivable
Transactions. With
TPC: What do your clients like most about you and your products?
RD: As it relates to Advanced Allocations, clients love the fact that they don’t have to
spend days manually calculating allocations each month. Also, our product allows
accountants to perform allocations at period end, after all the financial drivers are
known, which most accountants prefer to do in real time. In Microsoft Dynamics
GP, you can’t control when they happen, but with our solution, you can. It’s a nice
perk that accountants really appreciate. And our ActiveConnect clients really like
the ability to use Excel for everyday data entry. Our clients appreciate the fact that we fully understand their needs and have
an expertise in their industry. They like that we have solutions that are powerful
from the technology point of view yet simple from the end-user perspective. We
always get compliments on how simple it is to implement the solutions after a short
training session. More importantly, they trust we are only a phone call away when
they need some extra hand-holding.
TPC: How about on the Partner side? Why do Partners like working with you?
RD: We don’t have a lot of red tape and paperwork that tend to slow down the
process of onboarding a new client. Our Partners have access to our complimentary
training services for their consultants. We help our Partners in all aspects of the
implementation, from installation to post-live support.
TPC: As both a Microsoft Dynamics VAR and ISV, what do you love most about
the community?
RD: There is a high degree of trust among Partners, and although the fact is that
we’re a VAR and an ISV, we don’t get much pushback from Partners. On top of that,
we also make sure we’re on the same page when working with their customers. This
creates a healthy atmosphere, which ultimately benefits the clients and end users.
I also love the camaraderie and history across the channel. You go to the same
events year after year and see the same great group of people. The fact that
people stick around for 20+ years more often than not really says a lot about a
community.
ActiveConnect, this
all took less than 16
hours. Since then, we
have created nearly 100
integrations, including
many that are complex
and that target multiple
Microsoft Dynamics
GP companies. There
is no question that
ActiveConnect has helped
us meet our organizational
goals, and meet them
very efficiently.”
– Chad Schavey,
CEO, ChurchShield
57
ADVERTISER INDEX
Admiral Consulting Group . . . . . . . . . . . . . . . . . . . . . . .47
MetaViewer from Metafile . . . . . . . . . . . . . . . . . . . . . . . . . 4
Altec. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .19
Microsoft Convergence . . . . . . . . . . . . . . . . . . . . . . . . . .58
Appolis. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .35
Njevity, Inc.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .24
Business Computers (Time Matrix) . . . . . . . . . . . . . . . .13
NMB Solutions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .34
Corporate Renaissance Group . . . . . . . . . . . . . . . . . . . . . 3
Scalable Data Systems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Data Resolution . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .83
Sierra Workforce Solutions . . . . . . . . . . . . . . . . . . . . . . .31
Dynamic Budgets. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .54
Sypnio Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .29
Dynamic Communities . . . . . . . . . . . . . . . . . . . . . . . . . .43
The Partner Channel Membership Rewards . . . . . . . .15
Integrity Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .39
Trans-Micro . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .23
k-eCommerce . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Vicinity Manufacturing, Inc. . . . . . . . . . . . . . . . . . . . . . .84
Liaison Software Corporation. . . . . . . . . . . . . . . . . . . . .28
Insights. Innovations.
An empowered future.
Microsoft Convergence is your opportunity to experience how
Microsoft solutions come together to empower every person and
organization to achieve more. Join thousands of peers and experts
to explore new innovations, share challenges and insights, and chart
new approaches to drive your business forward.
Save the date!
Convergence 2015 EMEA
Barcelona, Spain
30 November–2 December
Convergence 2016
New Orleans, Louisiana
April 4–7
58
Introducing
The List MOBILE
Now you can get The List To Go!
Search for the products and services
you need with the new Mobile version of
The List! Add it to your home screen from: www.thelistmobile.com or simply
scan the QR code below:
Table of Contents
Industry...................Page 60
Horizontal................Page 67
Services...................Page 79
The List from The Partner Channel® is your tool for finding the solutions available from Microsoft Dynamics® Partners. Review the various industry, horizontal, and
service offerings available and you may just find exactly what you’ve been looking for! The List is unique in that it shares only those solutions and services that
work with the Microsoft Dynamics product line. We want you to spend time using the solution, not looking for it. If you have a product or service that you would
like included on The List, please contact [email protected].
NOTE: The Partner Channel 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!
Industry
Horizons International
INDUSTRY
Agriculture
Scalable Data Systems
http://www.scalableax.com • 714-594-7690
Commodity Trading
Complete Solution for Commodity
Trading: Manage all aspects of physical
contracts from agreement to execution including: Contract Management,
Logistics, Risk Management, Invoicing,
Cost tracking and Accruals.
Apparel/Footwear
Lanham Associates®
http://www.lanhamassoc.com
678-379-4200 ext. 105
EDI
In-house control, collaborative, or outsourced. Total solution, AS2, and VAN
for lower cost of ownership. Seamless
simplicity EDI designed specifically for
NAV. More documents and users than
any other NAV provider.
RedTail Solutions
http://www.redtailsolutions.com
508-983-1900
RedTail EDI
Freedom to Do Business: Stick to what
you do best - our cloud service manages
your EDI. Integrated with ERP/WMS/3PL
systems. Lowest total cost.
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
Tightly integrated EDI for 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 manufacturers 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.
KEY:
60
Axapta
Great Plains
http://www.qualityessentialssuite.com
866-949-9504 ext. 811
Quality Essentials Suite
Quality Management System integrates
to all Dynamics products. Used in
chemicals, food and other regulated
industries. Control layouts for certificates
of analysis, comply with ISO standards,
manage lot holds.
Cross Industry Solution
Dynamics
Vicinity Manufacturing
Flintfox International Limited
http://www.vicinitymanufacturing.com
770-421-2467
Vicinity
Written for the process manufacturing
industry Vicinity manages formulation,
quality control, compliance, production, & planning for Food, Beverage,
Chemical, Cosmetic, Personal Care, &
Pharmaceutical manufacturers.
http://www.flintfox.com • 844-876-4276
TPM for Dynamics Suite
Flintfox solutions provide a single,
integrated platform to manage all
trade promotion activity, from client
relationships to the financial execution;
streamlining information and managing
complex pricing with ease.
Commodity Trades
HighJump Software
Commodity Trading
Complete Solution for Commodity
Trading: Manage all aspects of physical
contracts from agreement to execution including: Contract Management,
Logistics, Risk Management, Invoicing,
Cost tracking and Accruals.
Construction
IPM Global Pty Ltd
http://www.ipmglobal.net • 503-608-4770
NEW: IPM Project Management
IPM Project Management is a purpose
built XRM Solution that delivers a fresh
approach to Project Management in
the Construction / Engineering sectors.
Incorporating Comprehensive Contract
and Cost Control.
Consumer Packaged
Goods
Business Systems Integrators
http://www.BusinessSysInteg.com
866-871-2097
EDI
BSI provides superior EDI solutions
for AX & GP, both on-premise & SaaS.
Navision
Solomon
http://www.highjump.com/truecommerce
888-430-4489
HighJump TrueCommerce
EDI Solutions
Scalable & affordable EDI solutions
for Microsoft Dynamics. A managed
service approach, from one trusted
source, helps lower your fulfillment &
procurement costs & connects to you
an expansive global trading network.
Lanham Associates®
678-379-4200 ext. 105
ACE - Advanced
Commerce ERP
EDI, ASN, Shipping, Carrier Manifest,
Labels, Barcoding, TP Compliance,
WMS, Forecasting & Replenishment.
Best of breed built inside NAV replacing 7 disparate solutions. Seamless
simplicity. 110,000+ users worldwide.
RedTail Solutions
http://www.redtailsolutions.com • 508-983-1900
RedTail EDI
RockySoft
http://www.RockySoft.com
970-493-0868 ext. 106
Inventory Management and
Supply Chain Planning
Pack Light Supply Chain Mgmt SuiteForecasting, Inventory Mgmt, Purchase
Order Planning, Vendor Lead Time
Mgmt, Retail Store Planning and S&OP.
Customer Relationship Management
Retail Management System
ACOM Solutions, Inc.
http://www.acom.com/solutions/msdynamics-gpgreat-plains/ • 800-699-5758
Automated Payables,
Sale Order Processing &
Document Management
Designed for Dynamics GP
Securely manage the capture, workflow,
& storage of invoices, documents &
all vital business information. 3-way
matching, live accrual reporting & the
ability to complete transactions directly
from workflows.
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.
Arbela Technologies
http://www.arbelatech.com • 949-291-4777
Master Data Centralization
For Dynamics AX
Arbela's Master Data Centralization
for Dynamics AX manages product,
customer, vendor, employees, and
COA master data and their fields across
multiple companies for better shared
services. Gain from our experience!
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 • 704-971-8154
Complete Accounts Payable
Software Solution
Streamline invoice capture, intelligently
route approvals and automate payments
all in 45 days or less... guaranteed.
866-871-2097
EDI
Point of Sale
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.
DATABASICS, Inc.
http://www.data-basics.com • 314-282-9561
DATABASICS Time, Expense
and Invoice Reporting
DATABASICS offers SaaS solutions for
Expense Reporting, Time Tracking and
Vendor Invoice Management. Flexible,
powerful, easy to use.
Datahaven for Dynamics
http://www.datahaven4dynamics.com
757-222-2000
Datahaven is the only scanning, OCR,
and workflow solution natively embedded—not simply integrated—throughout
the Microsoft Dynamics user experience
and available to non-Dynamics users
from Microsoft Outlook.
docSTAR
http://www.docstar.com • 888-docSTAR
docSTAR eclipse Smart
AP Automation
docSTAR is the premier AP 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
Industry leading web based procurement, expense management, inventory
& receiving, and business intelligence.
EthoTech, Inc.
http://www.ethotech.com
678-384-7500 ext. 1
Commission Plan
Calculate, pay and track all variable compensation, including Sales Commissions,
Bonuses, Royalties, Rebates and SPIFFS.
Effortlessly create and modify commission plans, and then quickly distribute
reports by e-mail.
KEY:
Axapta
Great Plains
Higher Logic
http://www.higherlogic.com • 202-360-4402
Higher Logic
The leading cloud-based community 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.
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.
http://www.jatnet.com/JBC.htm
888-525-8874 ext. 462
JAT Benefits Connect (JBC)
JBC communicates enrollment data to
carriers and insurance providers.
Joesoftware Inc.
http://www.joesoftware.com • 780-990-0220
Marshal
Comprehensive QHSE application.
Incident management, employee
safety data, training/certifications,
jobsite hazard assessments, procedure
automation and more. OHSA COR PIR
compliant.
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.
Lexmark Enterprise Software
(fka Perceptive Software)
http://www.readsoft.com/solutions/documentprocess-automation/invoice-processingfor-microsoft-dynamics • 888-732-3763
Invoice Processing for
Microsoft Dynamics
Push the boundaries of process automation to gain even more productivity,
efficiency, and control over your financial
processes with invoice processing automation…available 100% cloud-based
or on-premise.
Navision
Solomon
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
Nexonia
Highly-configurable web and mobile
expense reports seamlessly integrated
with MS Dynamics GP including credit
cards & multi-currency.
Nodus Technologies, Inc.
http://www.nodus.com/products.html
909-482-4701
Credit Card Advantage
and CRM Charge
Securely process credit cards and
eChecks/ACH in real-time with seamless
integration between Dynamics GP and/
or CRM. Includes batch processing &
reconciliation/reporting tools. Optional
AutoPay and customer portal.
http://www.nodus.com/epay_advantage.html
909-482-4701
ePay Advantage - Online Bill Pay
Automate A/R, improve cash flow, and
provide security and convenience to
your customers with an online bill pay
portal. Optional recurring/subscription
billing, AutoPay, payment plans and
remote order entry.
http://www.nodus.com/estore_
solution_stack.html • 909-482-4701
eStore Solution Stack
Go beyond a shopping cart with a
feature-rich, automated and fully integrated ecommerce solution. Securely
take orders from our PCI certified B2B,
B2C, and sales portal web site with attractive responsive web design.
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.
Paymate Software Corporation
http://www.paymatesoftware.com
866-729-6283 (1-866-PAYMATE)
NEW: Paymate Software
Payroll, HR, Time tracking, Scheduling,
ESS – advanced & cost-effective.
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!
Equipment Rental and
Leasing
SYCOR GmbH
http://www.sycor-group.com/rental
+49 551 490 2491
Sycor.Rental
AX 2012 solution for individual & bulk
rentals, trade of mobile goods. Full rental
lifecycle with key features: graphical
scheduling, transport mgmt., service
& maintenance, fleet mgmt., flexible
billing methods, BI.
Finance/Banking
AssureSign LLC
Signature Software
Point of Sale
61
INDUSTRY
Concur
https://www.concur.com • 425-590-5020
Travel Expense and
Invoice Management
Integrated travel expense and invoice
software for Microsoft Dynamics.
http://www.perceptivesoftware.com/
products/perceptive-evolution-platform/
integration/application-integration/
microsoft-dynamics-ax.html • 800-941-7460
Perceptive Interact for
Interact for Microsoft Dynamics AX
brings integrated document capture
and retrieval technology to the AX
environment. Locate relevant content
quickly and easily based on a customerdefined folder hierarchy.
INDUSTRY
AvidXchange, Inc.
Software Solution
Fleet Management
SYCOR GmbH
http://www.sycor-group.com/fleet
+49 551 490 2491
Sycor.Fleet
AX 2012 solution for fleet management.
Key features: graph. scheduling, transport mgmt., service & maintenance,
vehicle data mgmt., vehicle history
(costs, repairs, damage), BI & reporting,
flexible billing methods.
Food and Beverage
Blue Horseshoe
http://www.bhsolutions.com • 317-573-2583
Supply Chain Suite for
Dynamics AX
Gold Certified ERP Partner providing
Tier-1 end-to-end implementation
services as well as Industry Leading
software to fully optimize your Supply
Chain. See what's new in the Supply
Chain Suite for Dynamics AX.
866-871-2097
EDI
Appolis
http://www.appolis.com • 612-343-0404
WithoutWire™ Warehouse
WMS Barcode mobile traceable lot
serial tracked inventory for Process
Discrete MO Manufacture Distributor
Food Beverage Supply Chain ship EDI.
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.
866-949-9504 ext. 811
manage lot holds.
Lanham Associates®
678-379-4200 ext. 105
Supply Chain Solutions
Seamlessly simple Shipping, Inventory
Management, WMS, & EDI Compliance.
Best of Breed built inside NAV. More
than 110,000+ users worldwide.
Metafile Information Systems, Inc.
http://www.metaviewer.com • 507-286-9232
MetaViewer Paperless ERP
for Microsoft Dynamics
Enhance your AX, GP, NAV & SL solutions by adding integrated scanning,
OCR, eInvoicing, workflow, and AP/AR
Automation.
RedTail Solutions
http://www.redtailsolutions.com • 508-983-1900
RedTail EDI
RockySoft
970-493-0868 ext. 106
KEY:
62
Axapta
Great Plains
770-421-2467
Vicinity
Franchises
Altec
800-997-9921 ext. 1255
doc-link Integrated Document
Management
Procurement for Manufacturing
Procurement of Commodity raw
materials fully integrated with MRP
providing visibility of production demand to procurement. Key features:
Contract Management, Logistics, Risk
Management, Track costs and Accruals.
Navision
Solomon
pasUNITY
http://pasunity.com/Main/integration.aspx
301-762-8208 ext. 282
pasUNITY Integration Hub
Franchise Accounting for Dynamics GPAutomate all aspects of the franchise
accounting cycle including data collection and integration from multi-sites,
franchise add fees, royalty calculations,
and deferred royalties
Computer Information
Enterprises
http://www.compinfo.com • 949-263-0910
ImageLink
ImageLink is a seamless, fully integrated
document management solution designed for users of Microsoft Dynamics
SL and Microsoft Dynamics GP who
desire to reduce the amount of paper
within their organization.
Health Care Management
Billing and Financial Management for
Home Health and Long Term Care.
InterDyn BMI
http://www.erp4health.com • 866-264-3249
ERP4Health®
Financial Management Software powered by Microsoft Dynamics.
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
Government Contracting
http://www.ParamountTechnologies.com
800-725-4408
WorkPlace for Healthcare
Requisition, approval, budget checking
and integration to Binary Stream for
Materials Management
IPM Global Pty Ltd
Sierra Workforce Solutions
and Cost Control.
http://www.sierraws.com • 800-822-0973
Time & labor management solutions
optimizing productivity and data integration for payroll, HR & job costing
using biometrics, badge, WEB or PC
based time clocks. Includes employee
manager self service.
High Tech and Electronics
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.
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 marketplace by simplifying the process of
selling customized products, accelerating 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.
Point of Sale
Verosoft Design Inc
http://www.theassetguardian.com/Pages/
index.aspx • 866-444-2366 ext. 2264
NEW: TAG - The Asset Guardian
The best in class to manage Maintenance
operations & assets. TAG is a powerful
CMMS to plan, control & monitor preventative & corrective maintenance
activities. Downtime & cost reduction
+ performance boost with TAG.
Industrial Equipment
Manufacturing
Experlogix, Inc.
805-504-9729 ext. 712
Dynamics CRM & ERP
Altec
800-997-9921 ext. 1255
Management
Insurance
Appolis
WMS Barcode mobile traceable lot serial
tracked inventory for Process Manufacture
MO Distributor Food Beverage Pharma
Chemical CPG ship EDI.
AssureSign LLC
Signature Software
EthoTech, Inc.
http://www.ethotech.com • 678-384-7500 ext. 1
Commission Plan
reports by e-mail.
Life Sciences
Arbela Technologies
Arbela Technologies
Our specialties can align with all your
industry-specific and evolving business
needs. With minimum customizations,
we tailor AX and CRM to effectively
reduce costs and improve efficiency.
Gain from our experience!
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 solutions for managing strategic assets
and operations.
KEY:
Axapta
Great Plains
Arbela Technologies
Arbela Technologies
ASC Software
ASCTrac
Award winning, scalable Warehouse
Management Solutions & MFG operations.
Bond Consulting Services
http://www.BondConsultingServices.com
562-988-3451
NEW: Microsoft Dynamics ERP
Solutions for Manufacturing
& Distribution
We are a Gold ERP/Silver CRM Partner and
the go to multilingual consulting team
for Process & Discrete Manufacturers
and CPG and F&B Distributors from
SMB to Enterprise.
Navision
Solomon
Business Computers
Software, Inc.
303-494-9390
Time Matrix
Enterprises
ImageLink
docSTAR
AP Automation
Dynamics ERP.
eNSYNC Solutions, Inc.
http://www.ScanWorkX.com • 913-647-8640
ScanWorkX for Dynamics AX
Extend Dynamics AX to nearly any mobile device. More than 75 standard DAX
functions with and without barcoding.
Custom transactions available.
Kronos Incorporated
Lanham Associates®
678-379-4200 ext. 105
AFP (Advanced Forecasting
and Procurement) for
Manufacturing
Forecasts inventory items as components or finished goods. Gain control.
Microsoft Dynamics
or on-premise.
Experlogix, Inc.
805-504-9729 ext. 712
Dynamics CRM & ERP
800-811-4618 ext. 201
SSRS, Crystal).
HighJump Software
888-430-4489
EDI Solutions
Automation.
RF-SMART
http://ax.rfsmart.com • 904-399-8500
RF-SMART Data Collection
#1 brand of mobile solutions for AX
warehousing, manufacturing, & retail
inventory control. "Your Supply Chain:
Mobile. Accurate. Real time."
Point of Sale
63
INDUSTRY
Red Maple
http://www.redmaple.com • 972-980-6963
Red Maple's Advanced
Trade and Pricing
Adv Trade extends pricing capabilities
to include complex pricing structures,
extends billing, billing schedules and
revenue recognition of complex transactions. Contracts can be generated and
managed easily.
INDUSTRY
Sana Commerce
http://www.sana-commerce.com
646-362-0432
NEW: Sana Commerce
Sana delivers fully integrated B2B
e-commerce solutions for Microsoft
Dynamics NAV & AX that help wholesalers and manufacturers to grow online.
WilloWare, Inc.
888-339-4556 ext. 1
MO Generator
MO Generator creates a set of MO's
for a parent item and sub-assemblies
below the parent, schedules and releases Experlogix MO's, and receives
and posts MO Receipts.
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.
Non-Profit Organizations
Advanced Production Scheduling
Review and adjust Production Schedule
from the Gantt Chart. Key Features:
Dashboard View, Additional sort sequences, Reroute to alternative work
centers.
800-725-4408
WorkPlace for Non-Profits
Requisition & Expense with GL
Distribution, Encumbrance & Audit Trails.
Unanet Technologies
770-421-2467
Vicinity
WilloWare, Inc.
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.
KEY:
64
Axapta
Great Plains
Oil and Gas
Enterprises
ImageLink
IPM Global Pty Ltd
and Cost Control.
Navision
Solomon
Pharmaceuticals
ASC Software
ASCTrac
Chain cycle.
Unanet Technologies
Property Management
AvidXchange, Inc.
Software Solution
866-949-9504 ext. 811
manage lot holds.
pasUNITY
301-762-8208 ext. 282
Concur
Travel Expense and
Invoice Management
Panatrack, Inc.
PanatrackerGP for
Inventory Management
Add an integrated bar code solution
and turn GP into your WMS for inventory management. An easy to install
solution with robust features.
Professional Services
Globe Software
http://www.globesoftware.com • 701-235-4084
Atlas - Real-time Reporting
& Upload into AX from
Microsoft Office
Using Atlas, you'll see how real-time
two way data validation integrates
between Office, Dynamics AX & CRM.
From data migration to production,
register on our web site for a free trial.
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 & interdepartmental capabilities.
Nexonia
Nexonia
Rockton Software
http://www.rocktonconnect.com • 877-476-2586
Rockton Connect
Rockton Connect, small business accounting built inside Microsoft Dynamics
CRM online specifically for professional
service organizations.
Publishing
201-746-6255 ext. 201
Restaurant
pasUNITY
301-762-8208 ext. 282
Sypnio Software
http://www.sypnio.com • 815-656-4000
Sypnio ACA Reporting
Get the deepest reporting of any
Affordable Care Act tool for Microsoft
Dynamics GP. Sypnio expertly tracks
eligibility and affordability, and prints
Form 1095-C regardless of measurement
method. Support is stellar.
Sypnio Software
NEW: Sypnio ACA
Database Combiner
An add-on to Sypnio ACA Reporting that
allows commonly controlled or affiliated
companies to meet Affordable Care Act
filing requirements for consolidated
reporting on IRS Form 1094-C.
Point of Sale
Retail
Avalara, Inc.
http://www.info.avalara.com/TheList
877-780-4848
Avalara for Sales Tax
Automation
Automate and eliminate the complexity of sales tax management with
Avalara. A cloud-based sales and use
tax calculation, exemption certificate
management, filing and remittance
solution for Microsoft Dynamics.
Globe Software
Microsoft Office
Kronos Incorporated
Automation.
Panatrack, Inc.
PanatrackerGP Field
Sales & Inventory
Enterprise Ventures Corporation
Red Maple
Credit Cards for Retail
Adv. CC for Retail allows you to process
credit cards in retail environments and
directly integrate into AX. PCI validated
CC solution native to AX. Red Maple has
many processor options for CC for Retail.
http://www.bpmtoday.net/ • 404-600-9252
NEW: Intelligent Business
Process Management Solutions
The #1 Gartner rated Business Process
Management suite for Microsoft
Dynamics. We provide organizations
with a Total Optimization platform to
achieve breakthrough results in lean
process improvement.
Red Maple
Credit Cards
PCI validated CC solution native to AX
and Retail for AX. We integrate to 13+
processors. Take payments in SO, AR
or Projects. Tokenization is available.
Process CC in multiple countries. Handle
complex transactions.
Nexonia
Nexonia
Sypnio Software
Sypnio Software
NEW: Sypnio ACA
Database Combiner
Software
Concur
Travel Expense and
Invoice Management
Corporate Services
http://www.corpservice.com • 800-293-6822
TrakQuip and RTMS
Software Solutions
Whether you own, rent, or utilize equipment, TrakQuip & RTMS make it easy to
track & manage your assets, automate
routine business operations, & produce
excellent financial information to accurately run your business.
Panatrack, Inc.
PanatrackerGP for
KEY:
Axapta
Great Plains
Navision
Software Manufacturers
NMB Solutions
http://www.nmbsolutions.ca • 800-563-1007
Dynamics AX 2012 R3 Multi
Carrier Parcel and LTL
Intergration for UPS and FedEx
Dynamics AX 2012 R3 Multi Carrier Parcel
and LTL Shipping Solution Integration:
The NMB Solution Module is written
using standard Dynamics AX objects
and is designed to allow easy interaction with FedEx, DHL and UPS.
Red Maple
Trade and Pricing
managed easily.
Rockton Software
http://www.rocktonconnect.com
877-476-2586
Rockton Connect
CRM online specifically for software
companies.
Staffing/Recruiting
Joesoftware Inc.
Recruitment Accelerator
Web-based recruiting mgmt, resume
collection & on-boarding accelerator.
Transportation
NMB Solutions
Selective Software Inc
http://www.selectivesoftware.com
421-369-0480
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.
Utilities
Microsoft Dynamics
or on-premise.
Sypnio Software
Solomon
Point of Sale
65
INDUSTRY
Arbela Technologies
Arbela Technologies
Sypnio Software
NEW: Sypnio ACA
Database Combiner
INDUSTRY
Warehouse Management
Appolis
WMS Barcode mobile traceable lot serial tracked inventory for Manufacture
Distributor Pharma Chemical CPG Food
Field Service tech job ship EDI.
ASC Software
ASCTrac
Chain cycle.
Lanham Associates®
678-379-4200 ext. 105
ACE Warehousing©
Flexibility from basic to advanced functionality. Receiving, picking, shipping,
realtime inventory in NAV via wireless
devices. Also grows to license plating,
serial no. tracking & production output
registration.
NMB Solutions
Panatrack, Inc.
PanatrackerGP for
WilloWare, Inc.
888-339-4556 ext. 1
CompleteCount
Controlled cycle counts in GP using
stock tags and Excel. Print tags, ensure
accuracy, minimize downtime.
Wholesale Trade:
Durable Goods
Globe Software
Microsoft Office
HighJump Software
888-430-4489
EDI Solutions
Lanham Associates®
678-379-4200 ext. 105
Best of Breed built inside NAV. More than
110,000+ users worldwide.
RockySoft
970-493-0868 ext. 106
Sana Commerce
646-362-0432
NEW: Sana Commerce
Landed Cost
Manage Multiple Vendors/PO's as one
shipment to improve efficiency and
visibility. Key features: Accruals, Auto
Cost Allocation, in transit costing.
Wholesale Trade:
Non-durable Goods
Lanham Associates®
678-379-4200 ext. 105
Landed Cost
Learn why Karen with ChargeLogic likes The List:
“The List provides a fast and easy way for Microsoft Dynamics users to find the perfect solutions to fit their needs. All
the leading solutions are there in one place. Having access to The List on your mobile device makes finding what you
need easy no matter where you are—at the airport, in a meeting, or on the road.”
Karen Tran
ChargeLogic
KEY:
66
Axapta
Great Plains
Navision
Solomon
Point of Sale
Horizontal
Accounting
Encore Business Solutions
http://www.encorebusiness.com • 888-898-4330
ePayStub for Canadian Payroll
ePaystub for Canadian Payroll is a seamless extension to Microsoft Dynamics
GP Canadian Payroll that allows users
to email out employee Payslips with
an email that is password protected.
Sypnio Software
Sypnio Software
NEW: Sypnio ACA
Database Combiner
Analytics
Rockton Software
http://www.rocktonconnect.com • 877-476-2586
Rockton Connect
CRM online.
Affordable Care Act
Reporting
AIM Technologies
http://www.aim-technologies.com/
acadashboard.html • 888-234-0428
The ACA Dashboard
Complete solution for proactive management and reporting for compliance
with the Affordable Care Act.
Elevate HR, Inc.
http://elevate-hr.com/solutions/
877-968-4440
NEW: Elevate HR
Extensions for AX HCM
HCM Process Wizards, Approval Flow,
Benefits Admin, Global Payroll, etc.
http://www.greenshades.com/landing-aca.
php?source=TheList • 888-255-3815 ext. 2
Affordable Care Act
From tracking eligibility and enrollment 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.
KEY:
Axapta
Great Plains
Arbela Technologies
Arbela Technologies
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.
888-898-4330 ext. 336
Project Tracking with
Advanced Analytics
Streamline your COA’s. Record & report
rev, expense & profit by proj; against
budgets; over multiple yrs. Great alternate to GP Proj. Acctg.
Kronos Incorporated
Navision
Solomon
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 solutions for managing strategic assets
and operations.
Verosoft Design Inc
index.aspx • 866-444-2366 ext. 2264
Automation
Microsoft Dynamics
or on-premise.
mc²
http://www.mc2software.com • 303-872-3000
GP Agent
Schedule maintenance - checklists,
script statements, reconcile & more.
Panatrack, Inc.
PanatrackerGP for Fixed Assets
Bar Code data capture extending GP
Fixed Asset module to manage assets.
Panatrack, Inc.
PanatrackerGP for
RF-SMART
http://ax.rfsmart.com • 904-399-8500
RF-SMART Data Collection
#1 brand of mobile solutions for AX
warehousing, manufacturing, & retail
inventory control. "Your Supply Chain:
Mobile. Accurate. Real time."
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 intuitive and robust budgeting tool which
can be up and running in 2 hours! Give
your staff real-time drill down reporting on GP transactions and eliminate
Excel-based budgeting chaos.
Barcode Data Collection
Solver
MT Mobility
http://www.mt-mobility.com
641-753-5999 ext. 151
MT Mobility
Mobilized ERP system. Custom software
& rugged low-cost barcode scanner.
Microsoft Dynamics.
Business Intelligence
Client Strategy Group
http://www.csgax.com • 216-524-2574
Dynamics AX Done Right!
CSG has proven expertise in: AX
Performance Tuning, Business
Intelligence, and AX 2012 Upgrades.
Point of Sale
67
HORIZONTAL
pasUNITY
301-762-8208 ext. 282
and deferred royalties.
Integrity Data
http://www.integrity-data.com
217-732-3737 ext. 0203
Comprehensive HR & Payroll
Solutions for Dynamics GP
Creating great Dynamics® GP HR &
Payroll experiences by offering solid
solutions: reliable software, top-notch
support and expert services - making
your payroll system works exactly the
way you want and need it to!
Corporate Renaissance Group
http://www.trendminer-xrm.com
613-232-4295
Trend Miner
Ground breaking historical trend analysis
& B.I. visualization for Dynamics CRM.
Go beyond a snapshot of data to reveal
eye-opening trends for better planning
& decision making.
203-894-1789 ext. 221
deFacto Performance
Management
HORIZONTAL
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.
Globe Software
Microsoft Office
http://www.halobi.com • 888-300-0219
Halo Business Intelligence
Any source, data quality, rapidly deploy,
predict, collaborate & mobile.
Solver
Microsoft Dynamics.
68
Axapta
Great Plains
ZAP
http://www.zapbi.com • 415-889-5740
ZAP Business Intelligence
ZAP provides 'Buy, Not Build' business
intelligence for organizations using
Microsoft Dynamics. ZAP's Trusted
Analytics ensure your company is
aligned through best practice metrics
that deliver real business results.
Business Process
Management
Automated Payables,
Document Management
from workflows.
Altec
800-997-9921 ext. 1255
Management
docSTAR
AP Automation
Dynamics ERP.
Halo Business Intelligence
KEY:
888-525-8874 ext. 462
Navision
Solomon
Collaboration Platform
Microsoft Dynamics
or on-premise.
Automation.
Higher Logic
http://www.higherlogic.com • 202-360-4402
Higher Logic
The leading cloud-based community 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
reports by e-mail.
Flaum Technologies Inc.
http://www.CommissionCalc.com
888-962-6667 ext. 24
CommissionCalc
The practical way to automate "impossible" commission plans.
Check Printing
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 virtually 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 solution designed to completely replace the
need to purchase pre-printed checks
and forms. Check Factory works inside
Dynamics GP and SL.
Red Maple
Commissions
Adv Commissions is flexible and handles
complex commissions. Commissions can
be calculated based on many criteria
and can be paid at invoice, upon payment or periodically. It can be used in
SO, Projects, AR & AP.
Compliance
Integrated Document
Management and Process
Automation for Dynamics GP
Direct and control the entire lifecycle
of your documents and unstructured
information, while protecting the information within them & keeping you
within compliance mandates.
Altec
800-997-9921 ext. 1255
Management
doc-link electronic document solutions
support compliance mandates.
Point of Sale
Cost Accounting
Arbela Technologies
Arbela Security Manager
Arbela Security Manager addresses
security creation & mgmt, risk & compliancy requirements, & audit preparation
with inquires & reports. Focus on your
business not your technology needs.
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
888-255-3815 ext. 2
Rockton Software
http://www.rocktonsoftware.com
877-476-2586
Auditor
Changes happen. Now you have a way
to track them all.
Rockton Software
877-476-2586
Dynamics GP Toolbox
25 helpful tools in one convenient
package? Just when you thought it
couldn’t get any better.
Sypnio Software
Sypnio Software
NEW: Sypnio ACA
Database Combiner
KEY:
Axapta
Great Plains
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.
Check Processing
Electronic Check Processing integrated
with SOP and Cash Receipts.
k-eCommerce
http://www.k-eCommerce.com
855-k-eCommerce
KloudPay
Secure, PCI Certified ACH/credit card
solution with batch processing and
ability to store sensitive data off site
with tokenization.
http://www.nodus.com/products.html
909-482-4701
Credit Card Advantage
and CRM Charge
Securely process credit cards and
eChecks/ACH in real-time with seamless
integration between Dynamics GP and/
or CRM. Includes batch processing &
reconciliation/reporting tools. Optional
AutoPay and customer portal.
Customer Relationship
Management
AbleBridge
http://www.ablebridge.com/productsproject-management.htm • 877-600-2253
Project Management for
Microsoft Dynamics CRM
Easy to use Project Management integrated with Microsoft Dynamics CRM.
AbleBridge
http://www.ablebridge.com/editablecrm-grid.htm • 877-600-2253
EditAble CRM Grid for Microsoft
Dynamics CRM
Top 10 ISV Solution. Transform CRM
Forms and Views with inline editing,
grouping, sorting, inline calculations
and much more.
eBridge Connections
http://www.ebridgeconnections.com
800-755-6921
eBridge for CRM
Cloud solution for seamless integration
of customer & opportunity data.
Experlogix, Inc.
805-504-9729 ext. 712
Dynamics CRM & ERP
Visionary Software
Consulting, Inc.
http://crm-rules.com • 877-276-1942
CRM Rules for Microsoft
Dynamics CRM
Easily configure dynamic CRM forms.
More powerful than Business Rules.
Red Maple
Credit Cards for Retail
Adv. CC for Retail allows you to process
credit cards in retail environments and
directly integrate into AX. PCI validated
CC solution native to AX. Red Maple has
many processor options for CC for Retail.
Navision
Solomon
Data Integration
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
800-755-6921
eBridge Integration Solution
The leading cloud integration platform
for EDI, eCommerce & CRM systems.
888-898-4330 ext. 336
Advanced Analytics
budgets; over multiple yrs. Great alternate to GP Proj. Acctg.
pasUNITY
301-762-8208 ext. 282
Data Management
Globe Software
http://www.globesoftware.com
701-235-4084
Microsoft Office
Point of Sale
69
HORIZONTAL
Affordable Care Act
ChargeLogic
http://www.chargelogic.com • 877-292-2520
ChargeLogic Payments
Leading PCI validated credit card &
payment processing solution for NAV.
Red Maple
Credit Cards
PCI validated CC solution native to AX
and Retail for AX. We integrate to 13+
processors. Take payments in SO, AR
or Projects. Tokenization is available.
Process CC in multiple countries. Handle
complex transactions.
InsideView
http://www.insideview.com/microsoft/the-list
415-728-9363
InsideView Data for Microsoft
Dynamics CRM
Clean, append & maintain your CRM
data with InsideView’s current, complete company & contact data. Do it
automatically or with one-click sync.
RockySoft
970-493-0868 ext. 106
Distribution
Landed Cost
Arbela Technologies
Arbela Technologies
WilloWare, Inc.
888-339-4556 ext. 1
Document Management
HORIZONTAL
ASC Software
ASCTrac
Blue Horseshoe
Dynamics AX
KTL Solutions, Inc.
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.
Lanham Associates®
678-379-4200 ext. 105
NMB Solutions
KEY:
70
Axapta
Great Plains
Automated Payables,
Document Management
from workflows.
Altec
800-997-9921 ext. 1255
Management
Enterprises
ImageLink
docSTAR
AP Automation
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.
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.
Solomon
800-811-4618 ext. 201
SSRS, Crystal).
Automation.
MHC Software, Inc.
http://www.mhcsoftwareinc.com
952-882-3341
MHC Image Express
Electronically archive vendor invoices,
HRdocs, POs & more. Automated document entry. Retrieve documents from
Dynamics screens or web browser.
Retrieve related documents with a
single click. Workflow & Report imaging
Microsoft Dynamics
or on-premise.
757-222-2000
Navision
PaperSave
PaperSave
E-commerce
Avalara, Inc.
877-780-4848
Automation
ChargeLogic
ChargeLogic Connect
Easy ecommerce integration w/ NAV.
PCI-compliant cloud payment solution.
Point of Sale
Clarity Ventures
http://www.partnerchannelclarity.com
800-928-8160
NEW: Clarity eCommerce
Fully custom, scalable enterprise eCommerce integrated with Dynamics for the
best possible digital experience. Built
in customized reporting, SEO, business intelligence and comprehensive
administration features.
eBridge Connections
800-755-6921
eBridge for eCommerce
Cloud integration with 20+ eCommerce
platforms eg. Magento, Amazon, eBay.
k-eCommerce
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.
Vertex SMB
http://www.VertexSMB.com/TheList
855-221-5885
Vertex SMB
Sales & use tax automation with payas-you-go pricing and PDF returns.
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.
866-871-2097
EDI
Dynamics
http://www.nodus.com/estore_
solution_stack.html • 909-482-4701
eStore Solution Stack
Go beyond a shopping cart with a
feature-rich, automated and fully integrated ecommerce solution. Securely
take orders from our PCI certified B2B,
B2C, and sales portal web site with attractive responsive web design.
Sana Commerce
646-362-0432
NEW: Sana Commerce
KEY:
Axapta
Great Plains
800-755-6921
eBridge for EDI
Cloud EDI solution, no transaction fees,
1000+ trading partners.
HighJump Software
888-430-4489
EDI Solutions
Lanham Associates®
http://www.lanhamservices.com
678-999-3900
Managed EDI Services
Did you know Lanham Services offers
Managed EDI Services? Management of
day-to-day EDI tasks & error resolution.
A true turn-key EDI solution.
RedTail Solutions
508-983-1900
RedTail EDI
http://www.scalableax.com. • 714-594-7690
EDI
Streamline communications between
customers/vendors. Key Features:
Auto transfer between parties, Orders,
Invoices, ASN’s & Multi location.
Electronic Document
Delivery (Email)/Faxing
Integrated Document
Management and
Process Automation
Automatically capture, route, deliver,
archive and securely access information
directly from Dynamics GP screens and
via Web Browser.
Altec
800-997-9921 ext. 1255
Management
757-222-2000
Solomon
800-811-4618 ext. 201
SSRS, Crystal).
Rockton Software
877-476-2586
Dynamics Report Manager
Rockton has made reporting so fast
& easy, you’ll want to send us flowers.
Electronic Signatures
AssureSign LLC
Signature Software
Expense Solutions
Ariett
Enterprise Travel &
Expense Reporting/Azure
Cloud/On Premise
Expense Reports, Travel, Receipts, Credit
Cards, Currency, Any Device.
Concur
Travel Expense and
Invoice Management
DATABASICS, Inc.
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.
Lanham Associates®
678-379-4200 ext. 105
EDI VAN
Let Lanham be your one stop for EDI.
Van, maps, managed services. We won’t
lock you in. Full function, fair price.
Lower cost of ownership.
Navision
Point of Sale
71
HORIZONTAL
eBridge Connections
Malibu Commerce
http://www.malibucommerce.com
213-891-0630
M-Connect and Magento
E-Commerce is cheaper and easier
than you think by using Magento and
M-Connect. With seamless NAV B2B
and B2C integrations M-Connect and
Magento provide customer self-service
and streamline internal operations.
Lanham Associates®
678-379-4200 ext. 105
ACE - Advanced
Commerce ERP
EDI, ASN, Shipping, Carrier Manifest,
Labels, Barcoding, TP Compliance,
WMS, Forecasting & Replenishment.
Best of breed built inside NAV replacing 7 disparate solutions. Seamless
simplicity. 110,000+ users worldwide.
Field Service
Management
Systems
206-256-0771 ext. 123
eRequester | EM
Use eRequester Expense Management
to automate and expedite expense
processing. Improve visibility over
discretionary spending.
Appolis
WithoutWire™ Field Service
Field Service WMS Barcode mobile
phone tablet lot serial tracked inventory Job Work Order part return depot
tech install telecom oilfield inspect.
Gorilla Expense
FieldConnect, Inc.
http://www.gorillaexpense.com • 877-973-6737
Gorilla Expense
The Gorilla Expense T&E solution includes
mobile apps, purchase card & corporate credit card reconciliation, project
accounting expenses, multi-currency,
VAT/GST capture & robust integration
with GP, NAV, AX & SL.
http://www.fieldconnect.com • 949-428-1540
FieldConnect Mobile
Workforce Solutions
FieldConnect produces web-enabled
tools for mobile field service automation. Work orders, timesheets, dispatch
boards, quoting tools and customer
portals integrate directly with Dynamics
for maximum efficiency.
HORIZONTAL
Financial Services
Joesoftware Inc.
Spencer
Easy, configurable, web-based expense tracking system. Seamlessly
drive Payables or Project Accounting.
Credit card integration, workflow,
multi-currency, VAT support, electronic
receipts and more.
Nexonia
Nexonia
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.
PanatrackerGP for Fixed Assets
Bar Code data capture extending GP
Fixed Asset module to manage assets.
General Ledger
800-725-4408
WorkPlace Expense
Web-based Travel Request and Expense
entry. Mobile expense and receipt capture
with integration to AP and Projects.
ReQlogic
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.
KEY:
72
Axapta
Great Plains
http://www.admiral-west.com/
advancedallocations/index.html
866-794-1275 ext. 101
Advanced Allocations
for Dynamics GP
You can easily allocate entire departments, perform tiered allocations, and
even allocate transactions. Advanced
Allocations also allows you to preview
allocation entries before committing
them to your ledger.
Alba360 Advanced Quick Journals
Allows intercompany and multicurrency transactions to be included in
GL Quick Journals.
Navision
Solomon
Alba360 Financial Utilities
Cross-Company control of segment &
account descriptions; Historical Journal
Entry to any closed year; Advanced
Customer Merge (see separate entry).
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.
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.
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.
Sikich
http://www.ExcelIntegrator.com • 260-485-0665
Infinia Integrator GL
Copy-Paste-Import single or multiple
journal entries from Excel to Dynamics.
Sikich
Infinia Integrator GL, AR, AP for AA
Copy-Paste-Import transactions with
AA codes 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.
Elevate HR, Inc.
877-968-4440
NEW: Elevate HR
Affordable Care Act
888-255-3815 ext. 2
Greenshades Online
Employee Services
Integrity Data
217-732-3737 ext. 0203
888-525-8874 ext. 462
888-525-8874 ext. 462
Kronos Incorporated
myStaffingPro
http://mystaffingpro.com • 800-939-2462
myStaffingPro Applicant
Tracking System
Recruiting software to qualify applicants,
track jobs, and select hires.
866-729-6283 (1-866-PAYMATE)
Point of Sale
Inter-company
Processing
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 transactions or Binary Stream MEM from
Excel to GP.
Inventory Enhancement
WilloWare, Inc.
888-339-4556 ext. 1
CompleteCount
Controlled cycle counts in GP using
stock tags and Excel. Print tags, ensure
accuracy, minimize downtime.
ASC Software
ASCTrac
Lanham Associates®
678-379-4200 ext. 105
AFP (Advanced Forecasting and
Procurement) for Distribution
Best fit forecasting & multi-site replenishment with collaboration, promotions,
drill-down & multiple rollup views.
Unprecedented visibility.
Lanham Associates®
678-379-4200 ext. 105
AFP (Advanced Forecasting
and Procurement) for
Manufacturing
Forecasts inventory items as components or finished goods. Gain control.
KEY:
Axapta
Great Plains
RockySoft
970-493-0868 ext. 106
Invoicing Enhancement
AvidXchange, Inc.
Software Solution
Concur
Travel Expense and
Invoice Management
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.
888-898-4330 ext. 336
Subscription Billing (formerly
called Recurring Contract Billing)
Automates & manages cyclical & subscription based billings.
http://www.nodus.com/epay_
advantage.html • 909-482-4701
remote order entry.
866-949-9504 ext. 811
manage lot holds.
Red Maple
Trade and Pricing
managed easily.
Job Costing
http://www.jovaco.com
888-988-3535 ext. 122
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.
Solomon
WilloWare, Inc.
888-339-4556 ext. 1
MO Generator
MO Generator creates a set of MO's
for a parent item and sub-assemblies
below the parent, schedules and releases Experlogix MO's, and receives
and posts MO Receipts.
Mobility
Panatrack, Inc.
PanatrackerGP Field
Sales & Inventory
Multi-Entity Management
Lanham Associates®
678-379-4200 ext. 105
E-Ship Label Formatter
Formats customized and carrier labels
inside the shipping system.
Arbela Technologies
For Dynamics AX
Manufacturing
Enhancement
Occupational Health &
Safety
Joesoftware Inc.
Marshal
Comprehensive QHSE application.
Incident management, employee
safety data, training/certifications,
jobsite hazard assessments, procedure
automation and more. OHSA COR PIR
compliant.
Labeling
k-eCommerce
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.
Navision
WilloWare, Inc.
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.
Point of Sale
73
HORIZONTAL
Panatrack, Inc.
PanatrackerGP Field
Sales & Inventory
Panatrack, Inc.
PanatrackerGP for
Payables Enhancement
Automated Payables,
Document Management
from workflows.
HORIZONTAL
Altec
800-997-9921 ext. 1255
Management
Ariett
Enterprise AP Invoice Automation/
Invoice Capture & Approval, Intercompany,
Currency, New Vendor Mgmt.
AvidXchange, Inc.
Software Solution
Concur
Travel Expense and
Invoice Management
DynamicPoint
http://www.dynamicpoint.com/products/
invoice_automation.aspx • 562-726-4396
SharePoint Accounts Payable
Automation Solution Exclusively
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.
KEY:
74
Axapta
Great Plains
Esker Inc
with one platform.
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 importing vendors, vouchers/credit memos,
manual payments, and the apply info.
KTL Solutions, Inc.
KTL FastAP
Brings distribution window and payment terms directly to the 1st screen.
800-811-4618 ext. 201
Liaison Messenger EFT
Batch email & fax EFT Remittances to
Vendors pref. Archive internal copy.
MHC Software, Inc.
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 solution 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.
Elevate HR, Inc.
877-968-4440
NEW: Elevate HR
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.
http://www.ParamountTechnologies.com/
Solution_InvoiceAutomation.aspx
800-725-4408
WorkPlace AP Invoice
Automation
Enforce spend management and approvals for PO and non-PO Invoices.
ReQlogic
ReQlogic
workflow.
Sikich
Infinia Integrator AP
Allow users to Copy-Paste-Import AP
transactions from Excel to Dynamics.
Navision
Solomon
888-255-3815 ext. 2
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 management, tax payments, and other reporting
requirements.
Integrity Data
217-732-3737 ext. 0203
888-525-8874 ext. 462
Joesoftware Inc.
Payroll Toolbox
Over 50 add-ons to enhance CDN and
US Payroll; multi-batch processing,
vacation audit and more.
KTL Solutions, Inc.
PayStub Viewer
A web-based app that provides employees 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.
KTL PR Security
Allows you to restrict access to employee
info based off of user ID.
800-811-4618 ext. 201
Liaison Messenger DD
Batch email password protected Direct
Deposit Statements to Employees.
MHC Software, Inc.
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.
866-729-6283 (1-866-PAYMATE)
Sikich
260-485-0665
Infinia Integrator PR
Allow users to Copy-Paste-Import
Payroll trans from Excel to Dynamics.
Point of Sale
Sypnio Software
Sypnio Software
NEW: Sypnio ACA
Database Combiner
Portals
Sana Commerce
646-362-0432
NEW: Sana Commerce
The Portal Connector
http://www.crmportalconnector.com/
705-726-2966
NEW: The Portal Connector
for Dynamics CRM
Drag and drop your way to powerful
CRM Portals in mins. Responsive design,
ecommerce, enterprise CMS and prebuilt templates, all built in.
Pricing
Adxstudio Inc.
http://www.adxstudio.com • 800-508-7811
Adxstudio Portals
Transforming the customer web experience with Portals for Dynamics CRM.
Experlogix, Inc.
805-504-9729 ext. 712
Dynamics CRM & ERP
888-255-3815 ext. 2
Greenshades Online
Employee Services
KEY:
Axapta
Great Plains
Procurement
Management
800-811-4618 ext. 201
Liaison Messenger EFT
Batch email & fax EFT Remittances to
Vendors pref. Archive internal copy.
800-725-4408
WorkPlace Requisition
and Procurement
Requisition, PunchOut, Check Request,
Budget Compliance, RFQ, PO Generation,
Receiving, Invoice Matching & Vendor
Contract Compliance.
Red Maple
Red Maple's Purchase Rebates
Purchase Rebates tracks your rebates
receivable. Rebates can be triggered
and calculated on many criteria. Rebates
can be calculated per invoice or over
time. Promotional rebates can be
calculated as well.
Ariett
Enterprise Purchasing & Expense/
Requisition, Catalogs, PO, Contract
Mgmt., Budgeting & Receiving.
ReQlogic
ReQlogic
workflow.
DynamicPoint
SharePoint Procurement
Management Solution Exclusively
product at a fraction of alternative
and streamline the procurement process
with Dynamics GP and NAV.
Systems
206-256-0771 ext. 123
eRequester
Web-based purchasing and expense
management system. Enhances productivity for core procurement and
payment processes. Streamlines requisition & authorization routing processes.
Navision
Solomon
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.
Production Planning
Advanced Production Scheduling
Review and adjust Production Schedule
from the Gantt Chart. Key Features:
Dashboard View, Additional sort sequences, Reroute to alternative work
centers.
Productivity
Rockton Software
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.
303-494-9390
Time Matrix
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.
888-898-4330 ext. 336
Advanced Analytics
budgets; over multiple yrs. Great
alternate to GP Proj. Acctg.
Point of Sale
75
HORIZONTAL
DynamicPoint
Employee, Vendor & Customer
Portals Integrated with
Microsoft Dynamics
Extend crucial Microsoft Dynamics
data with custom SharePoint Portals.
Lanham Associates®
678-379-4200 ext. 105
AFP (Advanced Forecasting and
Procurement) for Distribution
Best fit forecasting & multi-site replenishment with collaboration, promotions,
drill-down & multiple rollup views.
Unprecedented visibility.
Purchase Order
Processing Enhancement
Quality Control
Reconciliation
Altec
800-997-9921 ext. 1255
Management
HORIZONTAL
DynamicPoint
SharePoint Requisition
Management Solution Exclusively
Product at a fraction of alternative
and streamline purchase requisition
processing with Dynamics.
Systems
206-256-0771 ext. 123
eRequester | PO
Web requisitions, approvals and POs by
allowing for pre-approval of purchases
by using our flexible approval system.
KTL Solutions, Inc.
866-949-9504 ext. 811
manage lot holds.
Receivables
Enhancement
888-898-4330 ext. 336
http://www.icansoftware.com • 253-777-0708
Mass Apply Receivables
Mass apply range of customers & dates
with specific apply or auto apply.
http://www.nodus.com/epay_
advantage.html • 909-482-4701
remote order entry.
Sikich
260-485-0665
Infinia Integrator AR
Allow users to Copy-Paste-Import AR
transactions from Excel to Dynamics.
800-725-4408
WorkPlace Requisition
and Procurement
Requisition, PunchOut, Check Request,
Budget Compliance, RFQ, PO Generation,
Receiving, Invoice Matching & Vendor
Contract Compliance.
Red Maple
Red Maple's Purchase Rebates
Purchase Rebates tracks your rebates
receivable. Rebates can be triggered
and calculated on many criteria. Rebates
can be calculated per invoice or over
time. Promotional rebates can be
calculated as well.
WilloWare, Inc.
888-339-4556 ext. 1
Blanket PO
Blanket PO adds an unlimited number
of control lines to one PO.
KEY:
76
Axapta
Great Plains
Stanley Stuart Yoffee &
Hendrix, Inc.
http://www.ssyh.com/products/ssyh-addons/national-accounts/ • 407-660-0059
National Accounts for
Microsoft Dynamics SL
Easily track & apply payments for
customer parent/child relationships.
Adra
http://www.adra.com • +44 207 868 5171
ACCOUNTS – Transaction
Matching Software
ACCOUNTS is a software solution that
replaces cumbersome spreadsheets
and error-prone manual reconciliations
with a rules driven, automated solution
for all types of transaction matching.
Adra
http://www.adra.com • +44 207 868 5171
RECEIVABLES - Payment
Matching Software
RECEIVABLES handles complex
incoming payments your ERP
system can’t match. By using
three information sources - the
payment file, open invoices and
the customer register - the system
matches all incoming payments.
Solomon
matches all incoming payments.
Gorilla Expense
Gorilla Expense
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.
888-898-4330 ext. 336
Advanced SmartList
Flexible Solutions
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.
Adra
http://www.adra.com • +44 207 868 5171
BALANCER - Balance Sheet
Reconciliation Software
BALANCER allows you to replace
cumbersome spreadsheets and
error-prone manual tasks with
a full real-time overview of the
entire balance sheet reconciliation
process. Free up time and close
faster with BALANCER.
Globe Software
http://www.globesoftware.com
701-235-4084
Microsoft Office
KTL Solutions, Inc.
Crystal Converter
Converts Crystal Reports to SQL reporting services RDL.
Rockton Software
877-476-2586
Dynamics Report Manager
Rockton has made reporting so fast
& easy, you’ll want to send us flowers.
Solver
Microsoft Dynamics.
Stanley Stuart Yoffee &
Hendrix, Inc.
http://www.ssyh.com/products/ssyh-add-ons/
ar-collections-manager/ • 407-660-0059
AR Collections Manager for
Microsoft Dynamics SL
Automates time-consuming collection
activities and improves cash flow.
Navision
203-894-1789 ext. 221
deFacto Performance
Management
Point of Sale
Royalty
201-746-6255 ext. 201
EthoTech, Inc.
http://www.ethotech.com
678-384-7500 ext. 1
Commission Plan
reports by e-mail.
Sales Order Processing
Enhancement
Altec
800-997-9921 ext. 1255
Management
888-898-4330 ext. 336
Experlogix, Inc.
805-504-9729 ext. 712
Dynamics CRM & ERP
Flexible Solutions
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.
KEY:
Axapta
Great Plains
800-811-4618 ext. 201
SSRS, Crystal).
Panatrack, Inc.
PanatrackerGP Field
Sales & Inventory
Red Maple
Trade and Pricing
managed easily.
Rockton Software
877-476-2586
Omni Price
Manage nearly every pricing situation you
can think of, and a bunch you haven’t.
Scheduled Maintenance
Verosoft Design Inc
index.aspx • 866-444-2366 ext. 2264
Security
Arbela Technologies
Arbela Security Manager
Arbela Security Manager addresses
security creation & mgmt, risk & compliancy requirements, & audit preparation
with inquires & reports. Focus on your
business not your technology needs.
Navision
Solomon
KTL Solutions, Inc.
KTL PR Security
Allows you to restrict access to employee
info based off of user ID.
Mergetool.com
http://www.mergetool.com/
easysecurity.html • 678-666-2100
NEW: NAV Easy Security
from Mergetool.com
Complete security solution for NAV.
Permission Recorder, Role Builder, SOX
compliant roles verified for Segregation
of Duties. Field Level and Data Securityhide fields on forms and pages, filter
data users can see
Rockton Software
877-476-2586
Auditor
Changes happen. Now you have a way
to track them all.
Rockton Software
877-476-2586
Dynamics GP Toolbox
25 helpful tools in one convenient
package? Just when you thought it
couldn’t get any better.
Shipping/Manifesting
Arbela Technologies
For Dynamics AX
ChargeLogic
ChargeLogic Shipping
Intelligent, easy shipping for NAV.
Accurate rate quotes and tracking.
Lanham Associates®
678-379-4200 ext. 105
E-Ship
Seamlessly simple shipping built inside
NAV. Ship from sales order thru manifest.
Carriers, packing, labeling, intl, BOL,
LTL. Automatic ASNs.
NMB Solutions
Supply Chain
Management
Arbela Technologies
Arbela Technologies
ASC Software
ASCTrac
Chain cycle.
Blue Horseshoe
Dynamics AX
Dynamics
HighJump Software
888-430-4489
EDI Solutions
Point of Sale
77
HORIZONTAL
pasUNITY
301-762-8208 ext. 282
KTL Solutions, Inc.
Lanham Associates®
678-379-4200 ext. 105
NMB Solutions
HORIZONTAL
Panatrack, Inc.
PanatrackerGP for
RockySoft
970-493-0868 ext. 106
Landed Cost
System Enhancement
WilloWare, Inc.
888-339-4556 ext. 1
888-898-4330 ext. 336
Advanced SmartList
KEY:
78
Axapta
Great Plains
Time and Attendance
Tax
Avalara, Inc.
877-780-4848
Automation
888-255-3815 ext. 2
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 management, tax payments, and other reporting
requirements.
DynamicsDownloads
http://www.DynamicsDownloads.com
419-581-2300
DynamicsDownloads
Looking for a Dynamics Add-On Solution?
Search, Buy and Sell here!
Vertex SMB
855-221-5885
Vertex SMB
Kamp-Data, Inc.
http://www.kampdata.com • 406-404-2036
DynamicZip
Manage & report nationwide sales and
use taxes from within GP.
Professional Business
Software, Inc.
http://www.pbsisoftware.com • 940-648-2526
PBSISTConnect
PBSISTConnect automates the sales tax
computation and reporting process
through a connection to CCH’s SaasCORE
cloud offering. Computed tax amounts
are brought back into SL. Automated
tax returns are prepared by CCH.
Navision
Solomon
Business Computers
Software, Inc.
303-494-9390
Time Matrix
DATABASICS, Inc.
Joesoftware Inc.
Penny
Web-based timesheets, employee/
manager self-service for CAD payroll.
Kronos Incorporated
866-729-6283 (1-866-PAYMATE)
Trade Promotion
Management
Travel Expense
Management
Gorilla Expense
Gorilla Expense
Nexonia
Nexonia
Warranty and Claims
Management
Red Maple
Red Maple's Warranty
Management
Red Maple Warranty Management allows
companies to automatically track the
purchase and sales of items from vendor
to distributor to end user. Generated
claims can be tracked and managed.
Point of Sale
Workflow / Notifications
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
800-997-9921 ext. 1255
Management
AvidXchange, Inc.
Software Solution
757-222-2000
docSTAR
AP Automation
Dynamics ERP.
DynamicPoint
SharePoint Workflow
Solutions that Integrate
with Microsoft Dynamics
Custom SharePoint workflows integrated
with Dynamics GP, NAV and CRM.
Integrity Data
http://www.u-linc.com
217-732-3737 ext. 0203
U-LINC®, Powered By Integrity Data
Workflow and alerts anytime, anywhere
in Microsoft Dynamics. Works seamlessly
within and across your existing system,
is flexible and easy to use, improving
organizational performance.
Automation.
PaperSave
PaperSave
Red Maple
Workflow Email Client
Adv. Workflow Email Client allows you
to approve, reject or redirect workflows
from mobile devices that use Microsoft
Exchange Server without having to
launch AX. Red Maple's Adv. Workflow
is required.
MHC Software, Inc.
Esker Inc
with one platform.
952-882-3341
MHC Workflow
Easily route documents needing approval- invoices, HR docs, etc. electronically. Ensures they are not lost, stalled
or misplaced.
Red Maple
Red Maple's Advanced Workflow
Adv Workflow enables workflows to
launch automatically on defined criteria
or events. Includes 50+ predefined Types
(2012)/Templates (2009) to expedite
rollouts. New records can be locked
during approval process.
Services
.NET Development
We specialize in Customization and
Integration solutions for Dynamics
GP using Dexterity, .NET based & the
Alba360 Advanced Workflow system.
KTL Solutions, Inc.
Dynamics GP/CRM/xRM
Axapta
Great Plains
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, customizations, no minimums and secure storage
in its privately-owned SSAE 16 Type 2
data center facilities.
Navision
Solomon
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
301-762-8208 ext. 282
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.
Point of Sale
79
SERVICES
KEY:
Application Service
Provider/Hosting
Best Practices
pasUNITY
301-762-8208 ext. 282
Business Portal
Development
DynamicPoint
Dynamics Business Portal
Enhanced with SharePoint
Customizations
Extend the out-of-box Dynamics Portal
with SharePoint Customizations.
Business Process
Outsourcing
pasUNITY
301-762-8208 ext. 282
WilloWare, Inc.
888-339-4556 ext. 2
WilloWare Custom Development
Fixed bid customization developed to
the same high standards as our popular
ISV products, including on-line help
and detailed documentation.
Data Services
InsideView
415-728-9363
InsideView Data for Microsoft
Dynamics CRM
Clean, append & maintain your CRM
data with InsideView’s current, complete company & contact data. Do it
automatically or with one-click sync.
Closing Sales
InsideView
415-728-9363
InsideView for Microsoft
Dynamics CRM
Find and win more deals with InsideView
market intelligence from 30,000 sources
inside CRM – current, complete company
and contact data, news, social feeds, and
a comprehensive connections network.
Cloud Computing
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.
KEY:
80
Axapta
Great Plains
RoseASP
http://www.mygpcloud.com • 888-794-9401
MyGPcloud
myGPcloud is the first on demand webbased 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
Data Resolution, LLC
SERVICES
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!
NMB Solutions
KTL Solutions, Inc.
Custom Development
We are a certified .Net and Dexterity
development group with over 15 years
experience. Provide us with your requirements for a free estimate.
Navision
Solomon
Dexterity Development
DexPros
http://www.dexpros.com • 623-535-9216
Microsoft Dynamics
GP Development
Professionally designed & developed
enhancements/integrations/upgrades
and support by experienced Dexterity/
SQL/.NET/VB developers.
KTL Solutions, Inc.
Dynamics GP/CRM/xRM
HR & Payroll Implementation
& Consulting
Elevate HR, Inc.
877-968-4440
NEW: Elevate HR
Integrity Data
217-732-3737 ext. 0203
Comprehensive HR &
Payroll Solutions for
Payroll experiences by offering expert
consulting, customizations, implementations and training - making your payroll
system work exactly the way you want
and need it to.
Implementation Services
Bond Consulting Services
http://www.BondConsultingServices.com
562-988-3451
NEW: Custom ERP & CRM
Solutions That Streamline
Your Business Processes
We provide end to end ERP/CRM solutions which includes implementation,
customization, integration, training and
ongoing support. We work closely with
ISVs to focus on multiple industries in
SMB and Enterprise.
Performance Tuning, Business Intelligence,
and AX 2012 Upgrades.
Point of Sale
Tornado Marketing, Inc.
NMB Solutions
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.
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
Member Organizations
InDemand Trials
Managed Services
RedTail Solutions
508-983-1900
RedTail EDI
Manufacturing
Implementation & Consulting
RoseASP
http://www.goERPcloud.com • 855-ERP-CLOUD
ERP Cloud Trials
Test drive preconfigured Microsoft
Dynamics industry specific demo
environments with integrated ISV solutions built for the web. goERPcloud
trials help users understand the power
of Dynamics and the cloud.
Partner Support Service
Accounting Software, Inc.
http://www.accountingsoftware.com
916-476-5462
We provide top shelf implementation
and support to expand your industryspecific 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.
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
http://www.accountingsoftware.com
916-476-5462
We provide top shelf implementation
and support to expand your industryspecific needs. We serve manufacturing,
human resources, and payroll.
The Partner Marketing Group
KEY:
Axapta
Great Plains
Navision
Solomon
Avalara, Inc.
877-780-4848
Automation
Vertex SMB
855-221-5885
Vertex SMB
Stratton & Associates, Ltd.
http://www.strattonassociates.com
508-497-9638
NEW: CRM Dynamics Training
Deep dive into CRM, including 2015, with
Stratton’s customizable instructor led
classroom training. Choose the topics
you want to cover.
Upgrades
Performance Tuning, Business
Intelligence, and AX 2012 Upgrades.
SharePoint Development
DynamicPoint
Your Source Exclusively
for Microsoft Dynamics &
SharePoint Integration
Portals, Business Automation & Custom
Products integrated with Dynamics.
InterDyn BMI
http://www.interdynbmi.com • 866-264-3249
InterDyn BMI
Microsoft Gold Certified provider of
innovative solutions for over 30 years.
Social Media
Writing/Documentation
Services
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!
605-574-9432
Blogs, Case Studies,
Infographics, Websites
Use 'content marketing' to build your
brand and drive prospects into your
sales pipeline.
Software Development
Consulting
KTL Solutions, Inc.
Dynamics GP/CRM/xRM
Training
NMB Solutions
SERVICES
605-574-9432
Microsoft Approved
Vendor for Dynamics & R2R
Marketing Consulting
From strategic marketing plan development to the critical daily execution, this
Microsoft experienced team can help
fill your sales pipeline.
Sales Tax Management
Service
Point of Sale
81
CORNER
MEMBERS ONLY
INTERVIEW
Open Door Technology partners with organizations that truly value
innovative technology and are seeking creative business management
solutions. Open Door specializes in Microsoft Dynamics NAV and in
developing industry-specific products and functionality for the equipment
rental and oilfield service industry. The company’s Microsoft Dynamics
NAV rental management product, Open Door Rental Software, is a
fully-integrated system for rentals, service, and accounting. Open Door
Technology’s team, located across Canada and the United States, is
committed to providing exceptional customer service.
What are some of your summer highlights?
I enjoy Harley-Davidson road trips, UTV rides, and mountain
camping with my wife and granddaughters.
What is your favorite thing about your role?
Open Door is a great place to work; everyone works as a team
with mutual respect for all staff. We are careful at choosing our
customers, just as they are thorough in selecting a Partner.
Larry Miller,
business development
manager
What advice did you learn early in your career that holds
true now? “Old friends trump new friends”. Organizations should be very
careful about taking on new business that could reduce their
service capacity for their existing customer base. I have seen this with Partners throughout the
years. Top consultants are pulled off existing customer engagements to be placed on the new client’s
project. Take care of your customers – or someone else will.
How do you handle the summer slowdown (or speed-up) at your company?
We deal in a very large geographic area, so there are regional slowdowns that have to be
anticipated. Our focus then shifts to a sub-vertical or geographic region that has the capability
to engage in business process improvement. You have to keep both selling new business and be
looking for technologies that existing customers can deploy at key times of the year.
What is the most beneficial aspect of The Partner Channel’s membership program for
your company and why? The Partner Channel is a great resource for the Microsoft Dynamics family. We are constantly
looking for complementary solutions that will differentiate us in the market. Customers are looking
for visionaries to work with, especially in emerging technologies. The most ideal customer is one
that views technology as the competitive advantage and not just the necessary evil. The Partner
Channel assists us with identifying key technologies.
The Partner Channel Membership Rewards
Our valued Members get the best of what The Partner Channel has to offer through:
» Bi-monthly Member calls
» Extra issues of The Partner Channel Magazine each quarter
» 10% discounts for Partner events and training, such as The Genius Series
» Company listing on The Partner Channel website
» Tipville (an exclusive Member newsletter), LinkedIn group access, and more
Contact Jasmine McNellis via the information below if you want to benefit from these rewards.
Thank You for Your Membership!
Thank you to the Microsoft Dynamics Partners who have joined The Partner Channel’s community. Your
engagement and participation in the channel are what makes this community so great! For information on
The Partner Channel Membership Rewards Program, please contact Jasmine McNellis at 701-526-3531 or
[email protected].
82
!
Congratulations
The following Microsoft
Dynamics Partners
are celebrating their
membership anniversary
with The Partner Channel
this quarter:
2005
JULY
» k-eCommerce
AUGUST
» DFC Consultants, Ltd.
» Plumbline Solutions,
Inc.
2006
JUNE
» Vicinity Manufacturing
AUGUST
» Encore Business
Solutions Inc.
2009
JULY
» Joesoftware Inc.
2010
JUNE
» Blue Moon Industries
2012
AUGUST
» T3 Information
Systems
2014
AUGUST
» Sypnio Software
When it comes to process
manufacturing, we need
to be in the mix.
We offer process manufacturing
solutions for clients who carry out
batch manufacturing based on
processes or formulas — allowing
them to track ingredients, configure
schedules and manage material
requirements quickly and easily.
based on experience and client
feedback.
We’ve been working in process
manufacturing for more than 30
years, and are now acknowledged
leaders. Everything we offer is
100% developed and supported in
the U.S., and continually improved
With our help, you can close deals
that would otherwise be out of
reach. And once the project starts,
we’ll be there to support you with
friendly, personalized support,
around the clock.
• We integrate with Microsoft
Dynamics GP, SL, and NAV.
• Clients can streamline and
scale their operations, improve
productivity and increase profits.
If you have a sales opportunity in
process manufacturing, we need
to talk.
Visit vicinitymanufacturing.com
vicinitymanufacturing.com oror
call
and let’s
let’s start
start
call (770) 421-2467 and
working
working to
to get
get that
that client
client on board.

The BALANCING ACT - The Partner Channel

Transcription

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