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AX | GP | SL | NAV | CLOUD

contents

A publication dedicated to building a community for Partners

® Magazine

THEPARTNERCHANNEL.COM | FALL 2015 5

DEPARTMENTSLeadership

18You’re In My Sandbox:

Why Collaboration Sometimes

Doesn’t Work

40No Man (or Woman) is an Island

Sales

22A Cautionary Tale

Marketing

26Collaborative Marketing

is the New Black

42Gourmet Marketing

IN EVERY ISSUE

8Contributors

Masters of Collaboration

9Events

Booking Out

10News

Great Mix This Quarter

12On the Homefront

Memoirs of a

Great Collaboration

20Members Only Corner

Myappsanywhere

52Advertiser Index

Find the Solutions You Need:

Part 1

53The List

Find the Solutions You Need:

Part 2

FEATURES

142015 Microsoft Dynamics

Partner Recognition

16TPC Interview

Jeff Geisler

25Word-A-Ganza

30Meet the Class of

“Marketers Excel into Geniuses”

32VAR Profile

Hiring and Keeping Talent

39Logo Contest

44Building and Leveraging

College Connections to

Secure New Talent

48ISV Profile

Nexonia

50TPC Caption Contest

and Results

ed to buildlddining a c

C

Go

Commodity & Manufacturing

knows

MANUFACTURERS

Scalable Commodity allows manufactures the ability to allocate contract quantities against planned requirements generated from standard Dynamics AX master planning.

Key features include:

Master planning and demand forecasting

Visibility of production demand across the supply chain

Manage raw material contracts

Track and manage costs for each contract and shipment to calculate landed cost for raw materials

Use allocations to generate shipping/delivery instructions

and MORE…

TRADERS

Scalable Commodity allows:

Real time position management – Physical and financial

Mark to market valuations

Future contract hedging

Contract pricing – Fixed & multiple price fixing options

– Exchange based

– Multiple fixings per contract/shipment/load

– Flexible allocation of price fixings

– Non-fixed price contracts

Quality specifications – Record quality analysis (QA) results per load

– User defined formulae to calculate bonus and discounts based on QA results

Prepayment of buy and sell contracts

Provisional invoicing

Accrual management – and MORE…

INDUSTRIES

Scalable Commodity works with a diverse range of industries including:

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, Drug & Cosmetic Companies

Food: Breweries and Distilleries, Pasta Manufacturers, Snack Foods, Meat and Poultry Processors, Fruit Juice, Bakers, Animal Feed, Tea, Coffee, Dairy

Energy: Bio-Fuels, Coal, Woodchips

Metals: Scrap, Copper, Zinc, Magnesium, Manganese, Gold

Built on the ERP Platform

and providing seamless integrated ERP solutions

Global enquiries: +1 714 594 7690

[email protected]

www.scalableax.com

Dealer Enquiries Welcome

The Partner Channel® MagazineFall 2015

PublisherTPC Publishing

Editor-in-ChiefJenny Davis

Copy EditorKate Mund

WritersBethany Foyt

Jasmine McNellis

Jenny Davis

Contributing WritersAdrianne Machina

Barbara Pfeiffer

Linda Yates

Pam McGee

Peter Joeckel

Tracey Kantrud

Art DirectorShawn Olson

Contributing ArtistsDave Swang

Matt Mastrud

Shawn Olson

Advertisement SalesJane Olson

Membership Program ManagerJasmine McNellis

The Partner Channel Magazine is published by

TPC Publishing, a business unit of The Partner

Channel, Inc., with principal offices at 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.

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.

FALL 2015www.thepartnerchannel.com

MORE THAN LIP SERVICE

Collaboration

PartnerAward

Winners

CONGRATULATIONS TO THE 2015 MICROSOFT DYNAMICS

New Talent

AND KEEPINGHiring

On the CoverAncient Sumerian men and women were possibly the first to

invent and wear lipstick, about 5,000 years ago. They crushed

gemstones and used them to decorate their faces, mainly on

the lips and around the eyes. Also around 3,000 BC to 1,500

BC, women in the ancient Indus Valley Civilization applied

red-tinted lipstick to their lips for face decoration. Ancient

Egyptians extracted red dye from a small amount of iodine and

some bromine mannite, but this dye resulted in serious illness.

Lipsticks with shimmering effects were initially made using a

pearlescent substance found in fish scales. Source: Wikipedia

Cover illustration by Matt Mastrud for The Partner Channel ®.

This label only applies to the text stock.

What do you think of when you read the word “collaboration”? I guess that depends

on your experiences.

When it’s a good fit, it can be a beautiful, productive thing, as Barbara Pfeiffer

shares in her article, “Collaborative Marketing is the New Black” (see page 26). If

you’re a little uneasy about the partnership, Peter Joeckel provides some scenarios

and lessons (with a very common theme) in “A Cautionary Tale” on page 22. If it

is just not working out, Pam McGee proposes that you don’t have to feel bad about making a change in

“You’re in My Sandbox” on page 18.

But let’s get back to those positive experiences, shall we?

The Microsoft Dynamics Partner Recognition program was this past July, and this year’s President’s

Club, Inner Circle, and Partner Award recipients are listed on page 14.

We also sat down with Jeff Geisler, CEO and senior managing director of Socius, the longest-running Inner

Circle Partner, to gain his perspective on the collaborative spirit that comes with the Inner Circle Summit.

We’re also collaborating with Partners to offer a new highlight in the magazine, dubbed the Solution

Spotlight. These spotlights feature customer success stories with Microsoft Dynamics add-on products

and services, and we’re excited to showcase this value on pages 36-38.

Thank you to my team, our advertisers, and participants in The List for your collaborative efforts on this

issue (and through the years!).

Enjoy the read, and here’s to some more great collaborative experiences.

Jenny Davis

president of The Partner Channel

NOTES

The One About Collaboration

from The Partner Channel

Email: [email protected]

Twitter: partnerchannel

Facebook: ThePartnerChannel

LinkedIn: company/the-partner-channel


CONTRIBUTORS

PETER JOECKEL

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

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

in the country. As a business owner, Peter built and eventually sold one of the

fastest-growing and forward-thinking value-added software dealerships in the

country. Its success was fueled by innovative software selection techniques and

an outstanding project delivery team. He sold the organization in 1999 to an

e-commerce provider when it had grown in less than three years from zero to

$6 million in annual revenue with more than 300 customers and 45 employees.

He has assisted in the selection and implementation of hundreds of ERP

solutions and has been recognized for his ability to match the right solution for a

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

on helping companies select and implement ERP solutions by using advanced

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

is to continue to improve those tools and processes to build value for customers

and provide a smooth transition from the selection to implementation process.


Twitter: TurnOnDynamics

LinkedIn: Peter Joeckel

Website: www.turnondynamics.com

Blog: blog.TurnOnDynamics.com

ADRIANNE MACHINA


Facebook: Adrianne.machina

Twitter: Adriannemachina

LinkedIn: Adriannemachina

ADRIANNE MACHINA IS THE CHIEF VELOCITY OFFICER of Tornado Marketing,

Inc. and an Authorized Duct Tape Marketing Coach. A huge Web 2.0 advocate,

Adrianne’s marketing strategies and copywriting service help clients leverage

the Web to bring in more leads and most importantly – more sales! Having

worked in the Microsoft Dynamics channel since 2000, Adrianne provides

valuable insight into how to market complex solutions.

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.


BARBARA PFEIFFER

WHEN IT COMES TO INNOVATIVE MARKETING FOR TECHNOLOGY COMPANIES

and their channel, few people possess the level of expertise, leadership,

and passion as Barbara Pfeiffer, senior marketing consultant for The Partner

Marketing Group. Barbara has spent most of her career developing and driving

high-performing marketing programs for Microsoft and a global network of

VARs and ISVs. She was the strategic mind behind many exclusive Microsoft

programs such as GAP, Landlord, Butterfly Publisher, Marketing Essentials,

and Marketing Office Hours. Barbara is constantly on the leading edge of

marketing and specializes in helping clients build and execute comprehensive

marketing plans including social media, inbound marketing, nurture marketing,

and content marketing, as well as marketing assessments and plan/program

development and management.


Twitter: PartnerMktGrp

LinkedIn: Pfeifferbarbara

Blog: www.thepartnermarketinggroup.com/blog

LINDA YATES

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.


Facebook: Lindahyatesconsulting

Twitter: Lhyates

LinkedIn: Lhyates

YouTube: Lhyates

Website: www.lindahyates.com

TRACEY KANTRUD

TRACEY KANTRUD IS A PROGRAM MANAGER for the Microsoft Dynamics

Academic Alliance. She works with Microsoft Partners and educational

institutions worldwide to get new Microsoft Dynamics junior resources into the

industry. Tracey enjoys the opportunity to share students’ excitement when

they get their first Microsoft Dynamics job through Academic Alliance success

stories. Tracey has a background in journalism, communications, and project

management.


Website: www.microsoft.com/dynamicsAA

8 FALL 2015 | THEPARTNERCHANNEL.COM

EVENTS

www.microsoft.com/convergence

Where business meets possibility.Discover the solutions, the connections, and the inspiration to take your business to the next level. At Microsoft Convergence, you’ll hear from visionary leaders who are blazing new trails and will challenge you to think about your business in news ways. Get an insider’s look at innovations that address your business challenges. Share insights with colleagues from around the world, and make connections that will last long after the event.

Barcelona, Spain 30 November–2 December

Register now!

New Orleans, Louisiana April 4–7

Save the date!

Microsoft Dynamics AX User Group Summit

October 13-16 | Reno, NV

axugsummit.com

Microsoft Dynamics CRM User Group Summit


crmugsummit.com

Microsoft Dynamics GP User Group Summit


gpugsummit.com

Microsoft Dynamics NAV User Group Summit


navugsummit.com

NAV Directions 2015October 25-28 | Orlando, FL

www.navdirections.com

Microsoft Dynamics AX Industry Training-RetailOctober 26-30 | Fargo, ND

https://training.partner.microsoft.com

Microsoft Dynamics AX Industry Training – Manufacturing

November 2-6 | Fargo, ND

https://msevents.microsoft.com

Microsoft Dynamics CRM FoundationsNovember 9-13 | Charlotte, NC

https://msevents.microsoft.com

eXtremeCRM 2015November 16-19 | San Diego, CA

www.extremecrm.com

Convergence 2015 EuropeNovember 30-December 3

Barcelona, Spain

www.microsoft.com/dynamics/convergence

Microsoft Dynamics Technical Conference

February 23-25 | Seattle, WA

www.microsoft.com/dynamics/

techconference

Microsoft Dynamics US Industry Summit 2016

February 29-March 3

Rancho Palos Verdes, CA

www.usdynamicsevents.com

Convergence 2016 New OrleansApril 4-7 | New Orleans, LA

www.microsoft.com/dynamics/convergence


Got news? Share it with us at www.thepartnerchannel.com/magazine under “News,” and we’ll print it in the Winter 2016 issue of the magazine.

ACOM has designed true groundbreaking

integration with Microsoft Dynamics GP.

Driven by ACOM’s content management

platform, payables automation delivers “real-

time” functionality from purchase order

through completed Microsoft Dynamics

GP transaction and secure archival.

Automatically capture invoices and related

documents to create Microsoft Dynamics

GP transactions directly from OCR data or

workflow approval. Gain immediate visibility

and control with no import or export data

required. Eliminate manual processes,

increase efficiency and productivity, and

accelerate approval time from days or weeks

into just hours. Turn payables into a profit

center for real bottom-line performance.

Learn more at www.acom.com.

Carbonite, Inc. (Nasdaq: CARB), a leading

provider of cloud and hybrid business

continuity solutions for small and midsized

businesses (SMBs), announced the expansion

of its highly successful free trial program to

its global network of distributors, national

solutions providers, and more than 6,000

channel partners. With this full-feature, no-

obligation trial, Carbonite partners can now

offer their customers the power and simplicity

of the Carbonite Server Pro Bundle, which

includes both server and workstation back-up

technology. “The majority of small businesses

who try Carbonite become customers,” said

Pete Lamson, senior vice president of global

sales at Carbonite. “Together with a very

strong renewal rate, our new Partner Trials

program makes it easy for our partners to

demonstrate value to their customers, drive

sales of Carbonite, and enjoy a recurring

revenue stream for years to come.” To learn

more about Partner Trials, or to become a

Carbonite partner, visit www.carbonite.com/

partners.

Computer Market Research (CMR), a

leading developer of Web-based channel

management solutions, announced that

NEWSit is providing an online portal for Urban

Armor Gear, the manufacturer of military

grade phone and tablet cases. The portal

will be used to help Urban Armor Gear

manage its Deal Registration Program,

which gives its partners security and reduced

channel conflict. Urban Armor Gear is

using CMR’s deal registration software to

streamline the process via automated alerts

and comprehensive dashboards that show

the status of deals in real time. For full

details, visit computermarketresearch.com/

news/2015/06/30/cmr-provide-web-based-

portal-urban-armor-gear.

Crestwood Associates LLC acquired longtime

Oak Park-based Acumatica, Sage, and

Greentree consulting firm, Visions Business

Solutions (VBS) on August 17, 2015. VBS will

operate under the Crestwood Associates name

at its Mount Prospect, Illinois headquarters.

Crestwood provides Microsoft Dynamics and

Acumatica accounting solutions to mid-sized

companies and has done so for 17 years.

This is Crestwood’s second merger in 2015,

emphasizing the firm’s focus on growth and

its determination to offer clients an expanding

portfolio of products and services. Learn more

at www.crestwood.com.

Cutwater Solutions, the designer and provider

of Cutwater AIM (Advanced Inventory

Management) software, announced that

Sunroof Express, a leader in sunroof and

T-top replacement, has implemented Cutwater

AIM to improve the visibility of its inventory.

Sunroof Express has been serving customers,

and fulfilling their roof panel and convertible-

top glass replacement needs, for more than

20 years. Located in Troy, Michigan, Sunroof

Express’ expertise with cars and auto insurance

companies has allowed the company to thrive.

With such a trend-based industry, Sunroof

Express was looking for a tool that would help

increase its visibility and have a more accurate

interpretation of its inventory. For more

information, visit www.cutwatersolutions.com.

DFC Consultants has hired Scott Aafedt

as a business solutions consultant and

Jason Buckingham as an applications

consultant. Scott previously worked

as a senior technical lead at VMC

Consulting, and Jason has 15 years of

experience in accounting and Microsoft

Dynamics GP, most recently serving as

a senior solution specialist with Encore

Business Solutions. DFC Consultants is

a Microsoft Gold Certified Partner with

three locations across North Dakota. Visit

www.dfcconsultants.com to learn more.

DynamicPoint’s Requisition Management

Application supports various scenarios of

receiving that allow a non-Microsoft

Dynamics user to not only create a requisition,

but also to create receipts directly within

Microsoft SharePoint. The solution, which

is configurable to accommodate various

hybrid methods, supports centralized

receiving, decentralized receiving, or a

combination of the two. It triggers workflow

to ensure approval of receiving transactions

before automatically posting to Microsoft

Dynamics NAV, and it enables users to

approve receiving transactions via email.

See how it works, view a video, and read

the latest blog post at sharepoint-blog.com/

sharepoint-dynamics-nav-automate-receiving-

3-different-ways.

Green Beacon Solutions, a national Microsoft

Dynamics CRM Partner and expert in

helping federal, state, and local governments

operationalize their strategies, announces the

promotion of Matthew Beaumont to vice

president of public sector. Matthew, who has

been with Green Beacon since 2004, drives the

company’s go-to-market strategy for the public

sector practice and oversees the company’s

CRM implementations for government

entities, including the U.S. Department of

Veterans Affairs, U.S. Department of Treasury,

and Fairfax County, Virginia. Learn more at

www.greenbeacon.com.


Integrity Data, a longstanding leader in payroll

and human capital management for Microsoft

Dynamics, has acquired Sypnio Software, a

startup focused solely on Affordable Care

Act (ACA) reporting and compliance. “Due

to the urgency for employers to prepare for

the intricate new IRS reporting come January

2016, we made the strategic decision to bring

in an all-inclusive solution that will benefit our

reselling Partners and customers,” says Patrick

Doolin, CEO of Integrity Data, referring to

the acquisition that fits perfectly into Integrity

Data’s existing suite of solutions. To read the

full press release, visit www.integrity-data.

com/integrity-data-acquires-sypnio-software-

ramps-up-aca-muscle.

k-eCommerce is gearing up for a busy end to

2015. The company finalized its integration

to Microsoft Dynamics GP 2015, Microsoft

Dynamics NAV 2015, and Microsoft Dynamics

CRM 2015 and doubled the size of its support,

development, and project teams to prepare

for more new clients and projects than ever

before. Learn more at www.k-ecommerce.com.

NMB Solutions and ProShip® now offer a global,

flexible, and native Microsoft Dynamics AX

multi-carrier shipping and manifesting solution

that will handle customers’ domestic and

international small parcel and LTL shipments.

Visit www.nmbsolutions.ca for details.

Tribridge, a 650-person technology services

firm specializing in business applications

and cloud solutions, has joined the NetSuite

Solution Provider Program to meet the

rising demand for cloud enterprise resource

management (ERP), and e-commerce among

midmarket customers in the U.S. NetSuite Inc.

(NYSE: N), is an industry-leading provider of

cloud-based financials/ERP and omni-channel

commerce software suites. To learn more, visit

www.tribridge.com.

Open Door Technology is pleased to announce

its rental module for Microsoft Dynamics

NAV has passed the software solution test

for the Certified for Microsoft Dynamics

accreditation, which is a major step towards

achieving the Certified for Microsoft Dynamics

designation. The Open Door Rental Software

module has demonstrated excellence in

development quality and Microsoft Dynamics

NAV compatibility. The response from the

equipment rental industry to the solution made

Open Door a finalist for Regional Partner of

the Year. Learn more at www.opendoor.ca.

Visit the Panatrack exhibit (GPUG booth #703)

to learn more about PanatrackerGP Version

7, which brings new levels of warehouse

management system (WMS) functionality to

the proven and trusted PanatrackerGP barcode

inventory and asset management product.

The version includes improved tools for order

fulfillment, picking routes, license plating,

manufacturer item cross reference, directed

transfers, and unique item identification

(UDI). PanatrackerGP Version 7 supports

Microsoft Dynamics GP 2015, GP 10, GP

2010, and GP 2013. PanatrackerGP supports

Microsoft Dynamics GP in both on-premise

and private or public cloud environments

and uses Microsoft Dynamics GP as the

data master, rather than adding a separate

database that must be synchronized. Visit

www.panatrack.com to learn more.

The Infinia Integrator, a Sikich LLP ISV

solution with on-screen color-coded data

validation, is the easiest way to copy and paste

data fully validated from Microsoft Excel to

Microsoft Dynamics GP. New modules for the

Infinia Integrator now include Master Records

including GL Posting Accounts, AP Vendors,

and AR Customers. Additionally, a 240-day

conversion start-up suite can be licensed for

customers converting to Microsoft Dynamics.

Visit www.excelintegrator.com for details.

Stoneridge Software was the honored

recipient of the Best-in-Class Gold Award for

midsize companies in Minnesota Business

Magazine’s 2015 Best Companies to Work

For. From the top 100 companies, three

award winners were announced in each

of the small, midsize, and large business

categories. Anonymous survey results

showed the company is lauded for being

an employee-focused company where

employees feel valued and empowered

to be creative and speak their opinions.

Learn more about Stoneridge Software at

www.stoneridgesoftware.com.

On August 1, several TrinSoft team

members participated in the third annual

LBX Dig Deep 5K, which TrinSoft also

sponsored. The event was born in 2013

when LBX Company, already committed

to promoting a healthy work environment

for its employees, decided to put on a race

for everyone and help raise awareness for

a charity in the process. All net proceeds

for this year’s event benefit the Lexington

Shriners Hospitals for Children. For more

information, visit lbxdigdeep.com.

XAPT Corporation, a global Microsoft

Dynamics provider, announces that

Leavitt Machinery, one of the largest

material handling equipment dealers in

North America, has selected its Microsoft

Dynamics AX for Equipment Dealers

integrated ERP solution to streamline

business processes and better equip the

business for growth. Leavitt Machinery

will implement Microsoft Dynamics AX

by utilizing XAPT’s rapid deployment

implementation product, SEAL. SEAL

incorporates world-class industry software

that has been pre-configured, with proven

best practices and predefined methodology.

Learn more at www.xapt.com.

Got news? Share it with us at www.thepartnerchannel.com/magazine under “News,” and we’ll print it in the Winter 2016 issue of the magazine.


HOMEFRONTON THE

Ah, collaboration. Before I had a couple of great

professional instances under my belt, the word

conjured up memories of group projects in college.

Remember those groups? Two or three people did

99 percent of the work; one or two people showed

up to each meeting but had no idea what was going

on; another pledged help but never actually did anything; and the final

person disappeared after the first meeting and didn’t show up again

until the in-class presentation. (Statistically speaking, some of you

must fall into those latter categories. Don’t worry, I’m over it now.)

Those aforementioned professional instances washed away the

angst of the college ones. In my first professional role, I was fortunate

to work on a team where a group of talented

people came together to put on

events for Partners and customers.

If I break it down, there were two

things that really helped everything

come together: Roles and goals.

Each team member had a specific

role. We had one major event per

quarter, and a couple of smaller

ones sprinkled throughout the

year. The primary event managers

were assigned events on either side of the

calendar year, so that when one event ended, there was a small buffer

before the next one heated up.

Individuals were assigned to content management, marketing,

communications, sponsors, ancillary events, graphic elements,

keynote messaging, and so on. Many of these individuals kept the

same responsibilities event after event, so as to create a cadence,

although some roles did rotate from time to time to keep people fresh.

With these roles assigned, we moved forward and executed on our

events with very little burnout. Seriously. Sure, there were intense,

hands-up-in-the-air moments, but overall, we were a happy, sane

team. We even had lunch away from our desks and took strolls to

the vending machines to play the “if calories didn’t matter” game (it’s

pretty much what you imagine).

The other element of this team’s success was that we had a

common goal in mind: Serving Partners and customers. (Specifically,

to improve the lives and business success of Partners and customers).

When we were looking at a location, agenda, speakers, content,

stage design, etc., our audience was a key factor in the decision. Would

it be a good move for them? Would it enhance their experience?

That came from the top down, and the company lived it and

breathed it. It was special, and I haven’t really seen anything like it

since.

Looking back with a fair dose of nostalgia, I think that team could

still be producing great experiences for Partners and customers. But

like most good things, that time came to an end. That experience was

a springboard for people to go out and create many other worthwhile

and service-oriented endeavors, and I am better for the lessons those

individuals shared with me.

COLLABORATIONstory by

In my first professional role, I was

fortunate to work on a team where a group

of talented people came together to put on

events for Partners and customers.

Memoirs of a Great


Global Outstanding Reseller of the Year: Accenture/Avanade

Global Outstanding ISV of the Year: LS Retail EHF

REGIONAL AWARDSReseller of the Year - Asia Pacific: Ignify, Inc.

Reseller of the Year - Canada: ThinkMax Consulting Inc.

Reseller of the Year - Central and Eastern Europe: Netwise S.A.

Reseller of the Year - Greater China: Tectura

Reseller of the Year - France: TVH Consulting

Reseller of the Year - Germany: proMX GmbH

Reseller of the Year - India: Acxiom Consulting Pvt. Ltd.

Reseller of the Year - Japan: Yokogawa Solution Service

Corporation

Reseller of the Year - Latin America: Accendo S.A.

Reseller of the Year - Middle East and Africa: Levtech Consulting

DMCC

Reseller of the Year - United Kingdom: eBECS Ltd

Reseller of the Year - United States: Tribridge Holdings, LLC East

Reseller of the Year - Western Europe: RealDolmen NV

ISV of the Year - Canada: Adxstudio Inc.

ISV of the Year - Central and Eastern Europe: Avilex

ISV of the Year - France: ISATECH SASU

ISV of the Year - Germany: GWS Gesellschaft für

Warenwirtschafts-Systeme mbH

ISV of the Year - India: Centric Solutions

ISV of the Year - Middle East and Africa: Dynamics Africa

Services (Pty) Ltd

ISV of the Year - United Kingdom: LexisNexis

ISV of the Year - United States: LS Retail EHF

ISV of the Year - Western Europe: LS Retail EHF

Customer Relationship Management Partner of the Year:

Accenture/Avanade

Enterprise Resource Planning Partner of the Year: mcaConnect

Microsoft Dynamics Cloud Partner of the Year: PowerObjects

Microsoft Dynamics Industry Partner of the Year: UXC Eclipse

MICROSOFT PARTNER NETWORK AWARDS

@Work Management

Associates B.V.

Abakion a/s

Accendo S.A.

adesso AG

Advania AS

Adxstudio Inc.

agiles Informationssysteme

GmbH

AKA Enterprise Solutions

ALTERNA S.R.L

Avilex

AX4B Servicos de Informatica

LTDA

Axnosis

Azzure IT Ltd

Binary Stream Software Inc.

CareWorks USA LLC

Circon Circle Consulting AG

Cloud9 Insight Ltd.

Cogsdale Corporation

Columbus Global UK Ltd.

Columbus IT Partner ZAO

CORNATOR A/S

Crestwood Associates

Customer Capital Consulting

Pte Ltd

CyanSYS Private Limited

Data Dynamic AG

Data Masons Software, LLC

Data Resolution

Delaware Consulting CVBA

Dialog Pty Ltd

Diamond Software Inc.

Digia Oyj

Digital Vantage Point Inc

EDAN Business Solutions NV

ELAD Systems Ltd.

Elbek & Vejrup A/S

Ellucian Company L.P.

Elva Baltic

E-Markets, Inc.

Epicor Software Corporation

eTelligent Solutions, Inc.

Financials for Office 365 Pty

Ltd

Fujitsu Limited

GAC Business Solutions

Gonzalez, Cortina, Glender Y

Compania, S.A.

Green Beacon Solutions

Hewlett-Packard Company

HGH Business Consultancy

HRP Europe Kft.

I9 Tecnologia e Inovacao

Empresarial

MICROSOFT DYNAMICS PARTNER RECOGNITION PARTNER AWARD RECIPIENTS

Microsoft honored 28 Partners with individual awards for their exceptional performance in delivery of solutions to customers in the past year.

PRESIDENT’S CLUB

President’s Club recognizes the top five percent of Microsoft Dynamics Partners worldwide and honors their constant dedication to delivering solutions that meet their customers’ unique needs, active pursuit of product and technological advancement, and impressive sales performance.


ABeam Consulting Ltd.

Acando AB

Accenture/Avanade

Acxiom Consulting Pvt. Ltd.

Alfapeople Group Aps

Armanino, LLP

BKD Technologies

Blue Horseshoe Solutions, Inc

Capgemini Italia S.p.A

Columbus IT Partner Danmark

Columbus US, Inc.

Compusoft

Computer Engineering &

Consulting (Shanghai), Ltd.

CRM Partners B.V.

eBECS Ltd

Edgewater Fullscope

EG A/S

Empired Limited

EOS AG SpA

GMCS Verex

GWS Gesellschaft für

Warenwirtschafts-Systeme

mbH

Hand China Co., Ltd.

Hewlett-Packard Company

Hitachi Solutions

HSO International

IBM

incadea GmbH

Junction Solutions, LLC

K3 Retail Solutions Limited

KPMG

Lanit ZAO

LINK Development

LS Retail EHF

mcaConnect, LLC

McGladrey Product Sales/

Corporate

Mepco Oy

MHT SRL

Modus Consult AG

Negotium Technologies

Netwise S.A.

OnDemand4U

Optevia Limited

PORINI

PowerObjects

Prodware

proMX GmbH

Pulse Automation Experts bv

Quattro Business Solutions b.v.

The Rand Group, LLC

RealDolmen NV

Rhino Systems, S.A. DE C.V.

SaaSplaza

Sable Systems Pty Ltd

SBS Group

Socius

Sonoma Partners, LLC

To-increase B.V.

Tribridge Holdings

Tridea Consulting

TVH CONSULTING

UXC Eclipse Pty Ltd

Veripark

Western Computer

XAPT Hungary Kft.

xRM

Yokogawa Solution Service

Corporation

Iglesias Farre Ros S.A.

Infoma Software Consulting

GmbH

Iniker S.A.

Innoviz Solutions Co., Ltd

Inventio IT A/S

iStone Dynamics Sverige AB

IT PIAST Sp. z o.o.

IT.Integro Sp. z o.o.

Japan Business Systems, Inc

KCP Dynamics

Korus Consulting Group

Lean4systems Ltd.

Ledgeview Partners

Link Management Solutions, SA

Logic Point s.r.o.

markmann + müller

datensysteme GmbH

Matriks IT A/S

Mergetool.com

Mint Management Technologies

(Pty) Ltd

mse GmbH

MW data a/s

NAVAX Consulting GmbH

NEC Asia Pacific PTE LTD

NSI IT Software & Services

Open Door Technology Inc

Oseberg Solutions AS

Parge Yazilim Danismanlik Tic.

A.S

Partners Associates S.p.A.

PricewaterhouseCoopers Pvt.

Ltd

Pylades

Pythagoras Communications Ltd

Quantiq Technology Ltd

Real Consulting Integration &

Operation S.A.

Rödl Dynamics AG

Sana Commerce

Scales Group Aps

SG Automatisering B.V.

Sielte S.p.A.

Singular Systems (Pty)

SIS Software, LLC

SK Global Software, LLC

Summit Group Software

SYCOR GmbH

Synergy Business Solutions, Inc.

Synergy Software Systems

Systems Advisers Group

Services Limited

Systems Limited

Technology Management

(Midlands) Limited

Tecnocom Telecomunicaciones

y Energía, S.A.

Terna GmbH - Zentrum fuer

Business Software

The Naviworld Group, Ltd

The TM Group, Inc.

TOPS Consulting LLC

UK Navicon

WebSan Solutions Inc.

WIKA Systems Schweiz AG

Wipfli LLP

Wipro Limited

Würth Phoenix Srl.

Young & Partners

2015 INNER CIRCLE

Inner Circle recognizes the top echelon of Microsoft Dynamics Partners and ranks them at the top of the global network of Partners. This award is a direct result of the positive relationships that these Partners have developed with customers as well as their commitment to delivering top-quality solutions.


TPC INTERVIEW

GeislerSocius has taken the reigns as the longest-running Inner

Circle member in the Microsoft Dynamics Partner community,

celebrating its 19th achievement this year. The Partner

Channel sat down with Jeff Geisler, CEO, to talk about what

this tenure means to Socius, their focus for the next year, and

how the company approaches bringing new talent into the

organization.

The Partner Channel (TPC): Nineteen years – that is quite an

achievement! Looking back over the years, what has been the

greatest benefit to being named to Inner Circle?

Jeff Geisler (JG): Thank you. It’s an honor to be recognized with this

distinction so consistently.

In terms of the Inner Circle event, the thing that has remained the

same from the first event to this last one is gaining a sense of where

Microsoft is headed – especially as it relates to Microsoft Dynamics –

and the interaction with other Partners in a completely different way

than how we interact in other places.

Inner Circle keeps the conversation at a level that is very strategic

in nature. There used to be an alumni event each year that was very

powerful as well, bringing together the top Partners over the years as

it’s important to stay in touch with that community.

TPC: Those who are familiar with the Inner Circle of past

remember a recreation-focused retreat. This year’s event was

more of a business summit, focusing more on strategy and

connection than relaxation and celebration. What are your

thoughts on that change? Did it translate well?

JG: I remember the first “world-wide” Inner Circle, where we traveled

halfway across the world to the Canary Islands. I wondered at the time

if traveling the distance would be worth it, but it really was – except

maybe for the part where I was without my luggage for one and a half

of the three days! I saw a place that I would probably never see, and

the event was interesting, valuable, and a place where I could deepen

relationships with people that I only talk to once or twice a year.

This summit-like event was a similar experience. It’s an evolution, really,

and the main objective was accomplished. The content helped me assess

and validate that we’re positioning ourselves effectively in the marketplace

at the appropriate time. Cloud and Cloud Solution Provider (CSP) are not

new to us, and I was glad to see that the big bets we’re making around

business intelligence (BI), analytics, and the enterprise and SMB space

with Azure are on target. I also met two Partners that I haven’t spent time

with before. You can’t give that a SKU and put it on the shelf.

TPC: You mentioned your big bets. How have you shifted your

focus over the years?

JG: I had to laugh when Kevin Turner (Microsoft chief operating officer

who hosted a Q&A at the event) said that you have to skate where the

CEO and senior managing director of Socius

Jeff

sociusThe Power of Partnership


puck is going, as I say that all the time at Socius. When people ask what

differentiates us and keeps us ahead of the crowd, my answer is that it’s

our focus on being better at every interaction, every time, and not only

understanding our strategy today, but also where we’re going. We always

know where we’re going; we just may not get the time horizon correct.

We have a strong focus on helping our clients understand how

technology is changing and helping them adapt with that technology.

Cloud and analytics have really created an opportunity for clients to

get to know their businesses better through data and how that data

can help them better manage their business.

TPC: The threshold for achieving Inner Circle has shifted over the

years. Do you align your business goals for the year based on its

parameters?

JG: We did until three or four years ago. Back then, Inner Circle was

a metric that we beat our drum on. We wanted to be better for our

clients, and we used the retreat as a reward for our consultants.

We have shifted to focus our goals on what’s best for our business.

I try to be as optimistic as possible, and not dwell on the past. There’s

a time and a place for everything, and as long as we keep providing

value, that’s what is really important to us.

I have found that as the solutions get broader and clients grow

larger around the world, it has facilitated our ability to work with

Partners across the world. Just as there have been shifts in strategy,

there has been an evolutionary emergence of new products. In those

early days (after the Microsoft acquisition), I’m sure a lot of Microsoft

Dynamics AX and Microsoft Dynamics NAV Partners felt that way.

TPC: We focused on hiring in our VAR Profile for this issue (editor’s note: see page 32 for that article). How does Socius approach hiring

new professionals?

JG: The Academic Alliance got us started with events, and we have since

evolved our approach over the last three years to hit college campuses

pretty hard. We start with 10 intern spots each spring and at the end of

the summer we make a few job offers. When an intern comes onboard,

we have the Socius consulting and development teams training them in

ways we wouldn’t have thought imaginable five years ago. There is a new

way of doing things and thinking and communicating, and sometimes

the newest consultants help us refocus our thoughts in that way.

I never imagined a major in analytics, but we’re hiring those people

today. It’s exciting to see their aptitude in taking data and applying it

to businesses. We have a client that is a baseball entity and we created

a dashboard to help them see which of their themed nights is the

most successful. It maybe wasn’t a surprise to learn that the most

successful night was the craft beer night, but it was good to have it

validated! When people realize the impact confident decision making

can have on their business, it’s huge.

The last thing is to look at what is important to young people. It’s

more than a job; it’s being relevant and having camaraderie amongst

their peers. Culture is more important now than it ever was.


SSSSSAAAAALLLLLEEEEESSSSSLEADERSHIP MMMMMAAAAARRRRRKKKKKEEEEETTTTTIIIIINNNNNGGGGG

story by PAM McGEE | illustration by SHAWN OLSON

The Beatles were successful because they collaborated at the right time, with the right music, and the

right talent. Space travel is a huge collaborative success story. The United States, Russia, the European

Union, and China are not only sharing the same vision, but they are also collaborating on resources

and equipment. Integrative software where ISVs, retailers, and Microsoft collaborate on an end-to-end

solution to the customer is often a success story. Beware, collaboration doesn’t always work, and it

certainly doesn’t always result in positive ROI, satisfied employees, loyal customers, and timely results.

During a round of 25 interviews (group and individual), people were asked, “When has collaboration not

worked?” They responded:

» “It doesn’t work when it is too difficult and creates extra work.”

» “It doesn’t work when the purpose is collaboration, not a solution for a customer, team, or business reason.”

» “It doesn’t work if people are shallow and only in the game for their gain.”

» “It doesn’t work if you create a sense of ‘losing power’.”

» “It doesn’t work when people don’t believe that collaboration is real, and they sense a preconceived notion that

the desired collaboration is only lip service.”

» “It doesn’t work when people don’t see possibility or are not open to others’ ideas.”

Why Collaboration Sometimes Doesn’t Work


Those are a few of the comments that

surfaced, and the general theme was, “I

know I should collaborate, but more often

than not, it just doesn’t work.”

Ron Friedman, Ph.D. and award-winning

social psychologist, states, “Collaboration

doesn’t work when there is pressure to

conform, and it also promotes laziness.”

Harvard Business Review experts say

collaboration doesn’t work when people are

fighting for scarce resources, although that is

often the time when leadership recommends

collaboration.

When field experts, events managers,

project managers, and so on are forced to get

work done by collaboration across teams,

budgets, and strategic priorities, it results in

a dismal failure because instead of assigning

a team and ownership to a result, everyone

is responsible, somebody should get the

work done, and no one lays his/her neck on

the line. The growing concern for the lack of

accountability just might have its root cause

in the growing popularity of collaboration.

In my experience, having watched my peers,

my team, and myself struggle with getting

things done in a matrix organization (which is

a code for lack of accountability), collaboration

just doesn’t work. Employees experience no

sincere or direct interest in the other person’s

success, team’s success, or division’s success.

Although collaboration sounds like the right

thing to do, it would be un-mainstream and

somewhat unpopular to say, “No, thank you. I

would prefer we not work together but rather

go it alone.” I sometimes think that that bold,

upfront statement would save lots of people

time, energy, and frustration.

Chief Executive Magazine recommends

that you avoid collaboration if there is

competition among the teams. Teams who

have one common goal and a decision maker

if a tiebreaker results are a much better

method for getting work completed.

When collaboration results in a leadership

group of people struggling to make it work,

it not only decreases employee satisfaction,

but it may also even result in a decline in

progress. We often assume that just putting

teams together to accomplish a goal is

enough. In Education Week, they indicated

that, “G_R_O_U_P W_O_R_K doesn’t spell

collaboration”. Unmanaged and cavalier

recommendations to cross-collaborate often

cause people to become more competitive,

less apprehensive to compromise, and even

willing to fight just to fight, even when both

teams may be closer to synthesis than realized.

It sometimes reminds me of the ever-popular idea that “two best friends from high schools

should live together as college roommates.” Sometimes it works, but more often than not, it

results in a messy friendship breakup. When two teams think they should “live together” on

the same project, my guess is the result is the same.

Running the risk of being unpopular, my recommendation is to stop the overt denial that

cross-collaboration is the answer. It’s popular, yes, but maybe it is not the answer.

When you do recommend collaboration, do so only when the teams know that at any time

they can say “no”, “not working”, and “taking my toys and going home”, because if you don’t,

you’ll end up wasting a lot of time deciding who gets to play with the dump truck and who

doesn’t, when the problem that really needs addressing is that someone is peeing all over your

sandbox.


MEMBERS ONLYCORNER

The Partner Channel Membership RewardsOur 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

» Discounts of 10 percent for Partner events and training, such as The Genius Series

» Company listing on The Partner Channel website

» Tipville, our special Member newsletter, LinkedIn group access, and more

Contact Jasmine McNellis via the information shared 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 at 701-526-3531 or

[email protected].

Myappsanywhere delivers an integrated suite of Microsoft Dynamics

ERP, CRM, and ISV applications, Myappsanywhere’s cloud is designed to

help businesses improve their cost efficiencies and gain the agility they

need to grow. Myappsanywhere’s customizable cloud can tackle simple

configurations, complicated regulatory needs, and unique workflows.

Learn more at www.myappsanywhere.com.

What do you like most about the approaching fall months?

I like the cooler weather and seeing the colors of the leaves

changing. I also enjoy working outside in my yard on the

landscaping.

What is your favorite thing about working in your role?I’ve been with the company for almost nine years and have

been in my current role for three months. My favorite thing about

working in my role is collaborating with Partners and ISVs every

day on new products in the market and helping make it easier for

them to sell them.

What events are you attending this fall to help further

The following Microsoft

Dynamics Partners

are celebrating their

membership anniversary

with The Partner Channel

this quarter:

2004OCTOBER» AIM Technologies

2005NOVEMBER» Corporate

Renaissance Group

2006

SEPTEMBER» Martin and Associates

2007NOVEMBER» Sierra Workforce

Solutions

2013NOVEMBER» CAL Business

Solutions

2014OCTOBER» Channeltivity

Congratulations! INTERVIEW

build your sales, marketing, and leadership skills within your role?

Our company has a very busy fall with all the events that I and other team members will be

attending. We’ll be at Summit as attendees and plan to take prospects to a Jay Leno comedy

event, which should be a lot of fun. We volunteer for an upcoming event in Kansas City that helps

homeless pets. We’re also taking Myappsanywhere through a major rebrand, which is both exciting

and exhausting. I’m looking forward to rolling out the new look and message this fall – it will be

great to see our Partners’ reactions.

What tips do you have for working better together within teams?Always know your weaknesses and others’ strengths. Don’t be afraid to ask for help when you

need it, and share your knowledge with other team members so everyone can benefit.

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 collaborating with other Partners and gaining

valuable knowledge.

Carl Hentsch, Hosted Applications Manager


MMMAAARRKKSALES MMARRKKKEEETTTIIINNNGGGG LLLEEEAAADDDEEERRRSSSSHHHIIIPPP


story by PETER JOECKEL | illustration by SHAWN OLSON

The original title of this article was going to be, “How I wasted over a year of my business life trying to

educate a start-up technology company on how to enter the Microsoft Dynamics channel, and in the

process become fabulously wealthy but instead wasted my time and now have nothing to show for

my efforts…not even a t-shirt”.

Evidently the problem with that title was that it would be too difficult to create the accompanying

illustration for the magazine.

Editor’s note (not really, it’s my own, but that sounds more important): The names of the dumb and mortified have been changed to protect the guilty. Oh wait…never mind…my name is right there as the author!

Twitter generation article synopsis: Just because you build a better mousetrap the world will not beat a path to

your door, not if you do everything else wrong.

A little background music, please.

Well over a year ago, I received a random LinkedIn InMail touting a new technology that I might want to

represent. I did not understand the email, but something made me visit the company’s website. Once there I was

even more confused as the messaging did nothing to help me understand what the features were, never mind the

benefits.

At that point I should have deleted the email and forgotten I ever looked at the website, but something kept

nagging at me. Going back I suddenly “thought” I knew what they were trying to say they could do, and if I was

right, I figured that we had a license to print money. Not that I need to print money, mind you: Being a Microsoft

Dynamics VAR has made me (and everyone else in the channel) wealthy beyond my wildest dreams.

So for purely academic reasons, I determined that bringing a new technology to the Microsoft Dynamics market

would be a great adventure.

Fast forward to today and painful lessons learned. If you are looking to work with a new ERP solution, an ISV

product, or even a new technology partner, you may save yourself a lot of time and money looking out for the

following potential pitfalls.

PRICING IS KINGFalling in love with your own technology is death.

It does not matter how much time and money you spent developing your better mousetrap. More importantly, it

does not matter what you think is a fair price.

Hubris will blind you to what the market is telling you is a fair price. Pricing has to be based on what the market

is willing to pay…unless you are Apple, which in that case, charge whatever you want!

LESSON: If a company is not willing to listen to its Partners or customers regarding pricing…run.

CONTRACTS ARE COMPLEXPartner programs have a myriad of complexities that require experience and finesse in structuring fair contracts.

If those are not in place, it can take years, not months, to get them ironed out.

Insert obligatory lawyer joke here.

LESSON: If fair and detailed Partner and end-user contracts are not firmly in place…run.

story by PETER JO

he origina

educate a s

process bec

my efforts…

Evidently t

illustration for

Editor’s note (not really, it’sbeen changed to protect the gu

Twitter generation article sy

your door, not if you do everyth

A little background music, ple

Well over a year ago, I receiv

represent. I did not understand th

even more confused as the messag

benefits.

At that point I should have delete

nagging at me. Going back I suddenly

right, I figured that we had a license to

Dynamics VAR has made me (and every

So for purely academic reasons, I dete

would be a great adventure.

Fast forward to today and painful lesso

product, or even a new technology partne

following potential pitfalls.

PRICING IS KINGFalling in love with your own technology is d

It does not matter how much time and money

does not matter what you think is a fair price.

Hubris will blind you to what the market is tell

is willing to pay…unless you are Apple, which in th

LESSON: If a company is not willing to li

CONTRACTS APartn

CautionaryTALE

A


MARGINS MATTERQ: How can you tell a company is clueless as to what will motivate a typical Microsoft

Dynamics Partner?

A: When their initial Partner program includes five percent margins.

LESSON: If you have to educate a company on basic financial realities in your industry…run.

MONEY MATTERSIf you are underfunded as a technology company, then critical sales, pricing, and margin

decisions are often made out of panic or fear, not on what is best long term.

www.SierraWS.com(800) 822-0973

Contact us today to see how you can have a robust time clock system that seamlessly integrates to your MS Dynamics ERP systems.

variety of scheduling options

built in ACA reports

SaaS and mobile solutions

Job costing and employee scheduling keeping your

clients up at night?

Specializing in bi-directional Dynamics ERP time & attendance solutions that are scalable, seamless and agnostic!

LESSON: If you are dealing with a

company that adjusts pricing because they

may run out of money in a month…run.

THE CLOUD MATTERSA lot of companies are not “in the cloud”,

mistrust “the cloud”, and have no plans to be

“in the cloud”. However, if you are promoting

a new technology, it had better be available

in the cloud just for the sake of credibility.

LESSON: If your better mousetrap

requires an investment in an old-fashioned

and expensive boat anchor to work…run.

SALES EXPERIENCE MATTERS

You may understand every single bit

and byte in your software and understand

in detail how it compares historically and

currently to every other product in the

marketplace, but the fact remains that

no one cares if you can’t sell it clearly and

enthusiastically.

LESSON: If you cringe at the thought of

your customer listening to the same sales

pitch that you had to endure…run.

MESSAGING MATTERSLESSON: If a company advertises “Sets of

Cube-Shaped Random Number Generators”

instead of “a Pair of Dice” on its website and

in its marketing materials…run.

For anyone still reading, please contact

me for a great investment on some

beachfront property that I am looking to

develop in Idaho. This is an absolute killer

opportunity…I guarantee it!

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 in managing large implementation

projects with client-side advisory services

and an introduction to agile DevOps tools,

strategies, and methodologies. Learn more at

www.turnondynamics.com, and reach Peter

at [email protected].


LADIES AND GENTLEMEN, WE HAVE A WINNER! Congratulations to Ron Schirm of UXC Eclipse for winning

our Summer 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.

A Cautionary Tale

Building Connections

Collaboration

Community

Fall

Gourmet Marketing

Hiring Talent

Inner Circle

Jeff Geisler

Keeping Talent

Leadership

Marketers Excel

Marketing

MPN Awards

Myappsanywhere

Nexonia

Not an Island

Partner Recognition

Partners

President’s Club

Regional Awards

Sales

Solution Spotlight

The Genius Series

The New Black

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

I N N E R L E C X E S R E T E K R A M C O L B L Y

N S O L U T I O N S P O T L I G H T C O M M U N A

N P M Y A P P S A N Y W T N E L A T G N I R I H P

E A I T E K R A M L H S R E D A E L T O F E L T P

R R P R E S I D E E M P N A W A C R H T A G D A S

C T F A L N O I T A R O B A L L O C E A L I I L A

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

R E M A L B B S O E C O N N E C M P E I E N G N Y

C R Y C O M M U N R T S N O I T U G W S F A C T W

L R A C A U T I R S H N E X O N N N B L F L O A H

E E P U D C L N M H E M A R K S I I L A G A N W E

P C P T E L D E E I N P A R A N T T A N E W N A R

R O S I L N I G T P E A W L A U Y E C D I A E R E

E G A A E S N E M M W N E L R M R K K C S R C D C

S N F C X D G H A P B S N S D M E R P I L D T S E

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

N T R U E A O S R E N T R A P C O M R C R K O L R

I I A B L W J E F F G E I S C O L T A L N E N U E

T O W A C A U T I O N A R Y T A L E T I L E S B N

E N A R S N P A R T N S E I R E S M N R N P W S T

K A L S I P C O N N E C T I O N S R M P N O A P R

R E G I O M S P O T L I G H T G E U B L A C X O A

A T H E G E N I U S S E R I E S N O E G E H T E P

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


LLLLLEEEEEAAAAADDDDDEEEEERRRRRSSSSSHHHHHIIIIIPPPPP SSSSSAAAAALLLLLEEEEESSSSSMARKETING

Collaborative Marketing is

the New Black26 FALL 2015 | THEPARTNERCHANNEL.COM

story by BARBARA PFEIFFER | illustration by DAVE SWANG

With today’s buyer taking control of the buying process, marketers find themselves going

deeper into the sales funnel, creating more content, and using more engagement tactics

as they take their prospect from awareness through evaluation and trial. At the same time,

while the demands on their time are increasing, 90 percent of VARs and ISVs have less than

four people on their marketing team (and that number has stayed pretty consistent).*

WITH ALL THIS PRESSURE, WHAT’S A MARKETER TO DO?The answer might be in collaborative marketing.

In an often-referenced Forbes blog post, David K. Williams defined collaborative marketing as “…the process

of sharing resources to increase leads, brand, and influence.” That’s a beacon for today’s overwhelmed, under-

resourced marketer, so it’s no surprise that we’re seeing more collaborative marketing (CM) every day.

We wouldn’t call collaborative marketing the “new black” if it was just a great way to stretch your resources

(although in our opinion, that does take it to a pretty cool level). What really makes CM the next “new thing” is that

beyond potential resources, it can also bring you:

» New prospects. In certain collaborations, CM can open up a whole new set of interested prospects for your services.

» More credibility. When you bring expertise from multiple organizations together, you can create stronger,

more educational, and more valuable content.

» Budget savings! Outsourcing content development and design? Share the costs with three complementary

companies, and that one e-book you budgeted for becomes three. Doing the work in-house? Spend some time

with fellow Partner(s) comparing your marketing expertise so each Partner contributes what they do best.

WITH WHOM DO YOU COLLABORATE? The most natural collaborations are, of course, between ISVs and their VAR channel. That’s where you should start.

To be a true collaborative marketer, though, you’ll want to look at all sources for possible collaborations, including:

» Infrastructure Partners. Check out many of the Microsoft Ready-to-Go and other packaged Partner

campaigns, and you’ll find most are integrated campaigns across multiple products. This is particularly true for

Microsoft Dynamics CRM. The best campaigns are those that offer the prospect an integrated, one-stop solution,

and you’ll be seeing continued emphasis on this in future Microsoft materials and programs. Take advantage of

this trend: Bring an infrastructure Partner into your marketing to double the impact of those campaigns.

» Professional service providers. Who do you work with that might add value to your marketing or have

a complementary customer base? Accounting firms? Law firms? Financial services firms? Look at all your

service providers and consider whether there is an opportunity to introduce each other’s services or share

expertise for content development.

» Customers. Yes, customers! They are a big piece of collaborative marketing – although in a slightly different

way. Customers are collaborators when they advocate for your company and when you put them at the center

of your campaigns (telling their story and SHOWING your expertise instead of just talking about it).

» Industry leaders, associations, and groups. No – it’s not a cheat. Yes – you are paying for your

membership, but that doesn’t make it any less collaborative. In this partnership, you’re bringing the dollars,

and they’re bringing the reach and credibility.

Once you have your co-marketing plan outlined, you need to consider where you want to share marketing efforts.

Common “sharing” scenarios we see in the Microsoft marketing channel include:

» Creating joint email campaigns, e-books, and infographics

» Sharing space at events and tradeshows

» Participating in group blogs

All of these are great, but collaborations can really take you so much further. With a little creativity, you can

deliver marketing campaigns, content, and programs that you could never do on your own.

SIX CLEVER COLLABORATIONS » Create an expert e-book. “Five Tips to Increasing Profitability for Distributors” would be a lot easier to

write if five organizations each took one tip to write about. Take it an additional step: Have each participant

create a short video of his/her tip, and then share those tips on your YouTube and other social channels.


Don’t have the talent in-house? Pool your dollars to outsource

the e-book or videos.

» Invite experts in your target industries to answer one

common question. Then compile the responses into an e-book,

infographic, or white paper. To get them engaged, make sure you

have a strong promotion plan that you can share with them upfront

to show the reach your piece will have. It’s free marketing for them

in return for minimal effort. An added benefit: Content from third-

party experts is more trusted than content you create yourself, so

these industry thought leaders will add to your credibility.

» Create a virtual event. A webinar is, well, a webinar. It’s a

good tactic, but it’s kind of boring. Work with fellow Partners

to take your webinars and package them into a virtual event.

Use your shared budget to hire a great keynote speaker and

build a virtual event site with a schedule of all your webinars,

including a single registration, additional resources, and even a

virtual expo for your event attendees. Consider working with an

industry association for promotion of this event in exchange for

“speaking time” on the agenda or a place in your expo.

» Create a customer-centric campaign. Tell the story of

a customer and the results you helped them achieve. “Tease”

out the story over a series of touches including emails, articles,

blogs, and social posts with the finale being a live, interactive

webinar. For extra credit, weave the customer’s business into the

campaign. This doesn’t work with every industry, but in cases

where your customer offers a product, you can weave product

images into the campaign in creative ways and even provide

actual samples via lumpy mailers to your top prospects. Have

shared customers? Even better as you can work with the other

Partners on the heavy lifting.

» Create a survey. Surveys are a great way to establish credibility

in an industry. They are also a great way to feed your content

engine. From one survey you can publish the results in an

e-book, create some powerful infographics, write blog posts,

and share snippets via your social networks. It is essential to note

that surveys need a good base of people to survey. Joining with

other Partners to survey a specific industry or market segment

will give your results more weight.

» Go over the top. Want to do a really integrated, creative

campaign with all the bells and whistles? Super-creative

campaigns across a wide range of tactics – from direct mail to

advertising – can cost money but are worth it in the end as they

often produce higher responses than email or other stand-alone

tactics. Collaborating with a group of Partners can give you

access to the budget you would not have on your own and allow

you to build that one-of-a-kind campaign.

But wait! All that stuff takes work. Didn’t I say you were going to get

more resources? Yes, in time. You’ll also get better content, stronger

campaigns, and a wider reach that will make that initial investment

worth the effort. Need proof? Check out how one of your peers found

success by participating in a collaborative marketing campaign at

www.thepartnermarketinggroup.com/marketing-resources.


» Be on the look out. Find companies with similar

cultures and work styles.

» Start small. It takes time to build a working

relationship. Start with a smaller project or campaign

to see how well your styles mesh.

» Set expectations and define roles. Be super clear

on who owns what, establish realistic due dates, and

document milestones to avoid surprises down the road.

» Plan together. Collaborations work best when they

start in the planning stage with the added benefit

of a lot more ideas being brought to the table. Take

advantage of events such as Convergence, WPC, User

Group Summit, and reIMAGINE to meet with others

and brainstorm brilliant campaigns.

» Tracking. In order to understand the success of any

campaign, you need to have a tracking mechanism in

place. With collaboration, how you track will likely be

based on how you are executing the campaign. For

example, will each of the companies send their own

email touches, and then the results will be compiled?

Or will you use a single platform? Will you create a

single landing page?

» Do a post-mortem. What worked, what didn’t, and

what can work better next time? Make sure you don’t

look just at the campaign but at the collaboration itself.

Do you need different tools or a better process?

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

print

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

automate

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

attach

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

distribute

Making the Right Connections...and Keeping Them

Need help creating a campaign for a collaborative marketing venture? Barbara Pfeiffer and the team at The Partner Marketing Group can help you

get styled with the new black. Check out the products and services designed for technology Partners at www.thepartnermarketinggroup.com. Barbara

can be reached at [email protected].

*Statistic courtesy of The Partner Marketing Group’s 2014 Technology Marketing Survey.


FEATURE

The first session of The Genius Series kicked off on

September 16. Meet our first class and see what they’ll

focus on during their first trimester.

SeptemberPRESENTER

Peter Matejcek of

INhouse Video

TOPIC

Video and Demos

MENTOR

John Dooley,

national dynamics

PTS at Microsoft

OctoberPRESENTER

Barbara Pfeiffer

of The Partner

Marketing Group

TOPIC

List Building and

Management

MENTOR

Haley Martin,

partner marketing

manager at

Avidxchange

Meet the Class of “Marketers Excel Into Geniuses”

CINDY BRAUMsenior consultant at BKD Technologies

My favorite place to travel is…

Colorado, because it’s beautiful. I love the mountains and the

low humidity and cooler weather. Always a good hair day!

The Genius I’d like to have coffee with…

Maya Angelou. Her quotes and books are so enlightening and

motivational. I think she was an extraordinary person, and I

could sit and talk with her for hours about everything!

AYNSLEY KELLER marketing director at SK GLOBAL SOFTWARE


In this season of life, I look forward to more regional travel

and getting to know neighboring towns and hidden gems that

are closer to home.


The famous and fictional Proverbs 31 woman. I’d sure like to

pick her brain!

My thoughts on the first session...

A profound THANKS to the

experts

As an ISV that looks to meet Partner needs with top-quality resources and a marketer that

realizes video is the best current form of communicating to a variety of audiences, the first

class of The Genius Series packed a powerful punch for me. I learned so much that my

notes wandered over to the workbook pages for the next class!


NICOLE HELMmarketing coordinator at Rockton Software


Nashville. I love the people, music, and food!


Joanna Gaines of the show “Fixer Upper.” I love her design

element. I’d love to understand how they started their

business!

LINDY BELLEYmarketing coordinator at Integrity Data


There are so many places I’ve loved to visit over the years,

but my favorite locations usually have memories attached

to them that I’ll never be able to experience again. For that

reason, I would have to choose Manistee, Michigan.


the acclaimed photographer Joe McNally.


KIM HAYTHORNTHWAITEgeneral manager at Nolan Business Solutions


Vancouver Island. I love the nature and ocean.


Margaret Atwood.

KAITLYN MCKENDRYmarketing coordinator at Vicinity Manufacturing


I’m a beach vacationer, and the best beach I have ever been

to is Saint John in the U.S. Virgin Islands. My favorite place to

travel would ultimately be any new city – something new to

learn, explore, and appreciate.


I can’t pick just one: Pope Francis, Amy Schumer, and Hillary Clinton.


NovemberPRESENTER

Adrianne Machina

of Tornado

Marketing

TOPIC

Social Media

MENTOR

Natalie McAllister

Jackson, marketing

and PR manager at

Netstandard

If you’re interested in participating as a presenter and/or mentor for future sessions, please contact Bethany Foyt at [email protected]. This “Marketers Excel Into Geniuses” class will run through May 2016; additional classes will begin in fall 2016.

The Genius Series is an exclusive learning opportunity for Microsoft Dynamics Partners and features a nine-month curriculum around sales, marketing, and leadership topics.

who are making it all possible!

I’m very excited to be a part of The Genius Series this year. As a young professional and new

addition to the Microsoft Dynamics channel, it is easy to feel like a small fish. The small-

group setting of the sessions and sense of community that The Partner Channel is fostering

among participants is invaluable. The program is creating a wonderful opportunity to stay

on top of the latest marketing trends, measure our current activities, and identify new op-

portunities for our brand. For me personally, the program is offering outside guidance and

encouraging lasting connections as I work to move forward and build a career.

The Genius Series is off to a great start! Our first meeting was fun, informative,

comfortable, and motivational. I am truly looking forward to working with this lovely group

of women over the next nine months.


VAR PROFILE

IRIS SCHIMKE

president and CEO of Express

Information Systems

JIM SHEEHAN

managing partner at PowerObjects

JACK BOYER

president of Boyer and Associates

KATIE HASBARGEN

worldwide program lead for the

Microsoft Dynamics Academic Alliance

The Partner Channel (TPC): What does your current hiring environment look like?

Jack Boyer (JB): We’ve gone through some serious changes in the last six months

in building up our Microsoft Dynamics NAV practice, but we are struggling to

find Microsoft Dynamics NAV professionals to meet that demand. Even when we

go through the hoops of using a hiring agency, conducting personality tests, and

vetting out the new professional, we’ve had limited success in knowing new people

will work out. I would say one out of two are successful in spite of the additional HR

steps we are making to vet candidates.

Iris Schimke (IS): Keeping great people is a lot easier than finding new ones. For

us, we are always on the lookout to see when new tech resources bubble to the

surface, because when you’re actually looking for someone, you don’t find him/her.

For example, we hired a professional part-time because we didn’t have a spot open,

and now she’s one of our highest billable resources. If we would have turned her

away at the beginning, we would have missed that chance to onboard a very valuable

employee.

Katie Hasbargen (KH): Similar to what Jack and Iris touched on, we see Partners

struggle with finding the right candidate at the right time. There is a lack of

resources in the community at large, so finding those resources is problematic. It

is often a reactive situation of when the work is coming in and then trying to scale

their resources to adjust. I think Partners are starting to realize the need for a more

pragmatic approach to hiring talent.

Jim Sheehan (JS): We take a completely different tactic. Hiring has become a

soapbox item for me, and an entrepreneurial challenge that PowerObjects has to

own. Last year we added 150 people, doubling the size of our organization. We made

a lot of investments to make that happen, but it was doable.

Partners need to stay ahead of the curve. Just-in-time hiring will never enable an

organization to grow to a sustainable business. When you hire in that way, you’re

just paying for the inconvenience of needing people right away.

TPC: How would you recommend Partners start thinking more strategically in

terms of hiring?

JS: With just-in-time hiring, you’re on the road to higher turnover and lots of issues.

You’ll always be playing catch-up to projects, rather than getting the right teams in

place and ready to serve your clients.

We like that the Microsoft Dynamics Academic Alliance is pushing colleges to

teach business applications, but we don’t rely on it as a strategy. We want students

to know about PowerObjects, and more so, how we can add to the university

curriculum to help them learn more about Microsoft Dynamics CRM.

KH: We encourage Partners to consider a new graduate recruiting strategy.

Candidates are centrally located at colleges and universities. It is a longer-term

strategy and takes them longer to ramp up, but then you can depend on a more

steady flow of talent.

IS: We’ve seen two challenges when hiring “green technicians”: 1. They don’t have

enough business acumen, so they don’t understand the lay of the land from a

customer’s perspective. 2: Customers smell what they don’t know, and that creates

stress on both sides. Therefore, to compensate for less experience, the billing rates

are less.

I would rather plunk the new people with a client to get real on-the-ground

experience so they can see how it works from the other side, and then move them

back to us.

KH: It’s funny you say that, because some Partners do just that. They offer their new

recruits up as a free resource at the client site, and then eventually move them back

to their Partner organization.

IS: That’s a great idea. Once they understand what a client goes through and why

different things are important from a client’s perspective, the light bulb comes on,

and their value as a consultant goes up.

Hiring and keeping talent is a

topic that seems to come up time

and time again when we talk to

Partners, so this roundtable digs a

little deeper into that issue. There’s

definitely no silver bullet, but our

interviewees have a few tricks up

their sleeves…

Hiring and Keeping Talent


TPC: Have you established some best practices in the hiring and interviewing

process?

JS: We have never used an external recruiter and don’t plan to. Our internal hiring

team has the best idea of our core values and what’s important to being an integral

part of our company.

We’ve had a lot of success with hosting a college career event each year. We have

about 200 students show up, we hire 12, and away we go.

From a fit perspective, we’re looking for people who get what the technology does

and are passionate about that. And since we hire based on our core values, it’s not

the depth of technology knowledge a person has, but rather that they think it’s really

cool. Those are the people we want.

IS: We’ve tried to stay away from the Microsoft Dynamics recruiting pool because

we operate from a consulting standpoint, very differently than most VARs in the

channel. Our hiring process has to be unique. We work with a local recruiter and

have a negotiated fee with them that has seemed to work well for us. It’s important to

find a recruiter that’s a good match with your company. Some agencies work for the

numbers, but we are a tad more “touchy feely” than that. It’s more about the employee

matching our culture and having similar values. Our recruiter understands that.

We then go through top-down interviews to see if they’re a culture fit. They

meet with sales, consultants, and marketing to get questions from every end of the

spectrum. If all that goes well, we have them shadow a day with a consultant.

JB: We work with a recruiter, too, and conduct team interviews to see their social

skills and how they answer difficult questions under pressure. We also have them

undergo an assessment, which potentially uncovers personality clashes.

TPC: Have you ever worked with temp agencies?

JB: No. It’s not a sufficient option when people don’t have the skills. You really need

to be a technical expert in implementing software and undergoing upgrades.

IS: Same here. We don’t hire contract people. They simply don’t have skin in the

game on ensuring the happiness of our client. We also can’t deliver on our culture or

promise to our clients by hiring a temp.

TPC: Have times changed since you’ve started in this business? Is it harder to

find talent now versus back then?

JB: I’ve had this consulting practice for 21 years, and this has always been a difficult

thing for us. We’ve learned that when we get a good employee, we do everything

to keep him/her. With all our new Microsoft Dynamics NAV deals, I over-hired

to get people on the ground quickly, and unfortunately, a few of those deals fell

through. I would say I’m more cautious to hire now, but yet we remain committed to

having enough people and thrilling our clients. It can be a struggle, especially when

starting a new practice.

IS: Exactly. It’s a tango all the way. There’s a certain cadence to manage billable hours

and scale team members with that. Even when you hire those employees, it’s another

tango of giving them certainty of new deals and keeping their average billable time

high enough so they’re challenged and seeing good compensation.

I started more than 26 years ago in the channel and remember Great Plains 4.0 to

5. Although that was a challenge because it was new, we weren’t expected to know

so much back then. Now, we need to understand how it all plays and works together.

There is a ton more complexity with infrastructure and the web, so if you don’t have

a baseline understanding, you can’t troubleshoot.

JS: I would say it has been pretty consistently difficult if you are looking to just hire

people with the technology skill set. We’ve only been in Microsoft Dynamics since

2007, and the whole time, we have been in a resource-constrained channel. What

has changed is how we approach it and look at finding the right people that fit our

culture and invest in their skills.

Iris Schimke

Jim Sheehan

Jack Boyer

Katie Hasbargen


TPC: What has seemed to work the best in quickly ramping up

new professionals?

JB: We have had success in online training and job shadowing. When

consultants and developers shadow, they are expected to understand

the answer and document the answer to help them gain knowledge of

how the solution works.

IS: We have one resource who spearheads upgrades, and when we have new

hires, we have them join on her team to start understanding complexities

of the process with visibility into ISVs and third parties from the get-go.

Then we place them in a gopher role where consultants have them

do their grunt work. This helps them learn quickly and groom their

troubleshooting skills. There is a lot of pressure when you’re trying

to solve a problem, and your client is watching you. It takes a certain

amount of skill and confidence to do that well.

JS: We have three programs to onboard new employees. The first is

for people who have been in the channel for a while, and that program

is focused primarily to see if they’re a fit for our culture.

For those who have two to three years of experience, we have a

learning path dubbed the consultant onboarding (COB) program.

Our consultant in training (CIT) program is geared toward those

who have no past work experience with Microsoft Dynamics; they

are either coming out of a college-type program or were previously

working somewhere totally unrelated. There is a three- to six-month

investment to get them up to speed, and our education team runs the

CIT programming to get them where they need to be.

TPC: How about remote employees? Have you had good

experiences with keeping remote employees engaged?

JS: We have four offices but have people working from all states.

This has been one of the bigger challenges as PowerObjects has

gone beyond 300 people, and it’s something I think about daily.

When we are able to have people office in one of our locations, that

is ideal, but if not, we really make sure we leverage technology such

as Yammer and Lync (Skype for Business) to keep the team plugged

together.

IS: We are very firm believers of keeping a good balance between life

and work. As a women-owned company, family always comes first,

and we’ve had quite a few employees choose to work from home

versus in the office. We did move an employee from Texas to Virginia,

so she is 100-percent remote, and it’s worked great!

Technology has really allowed this to be possible. We do have a

monthly all-hands meeting, so we’re all face-to-face at least once a

month, and attendance is not optional. We hold a morning huddle

every day at 8:15 a.m. to review what everyone is working on. One

consultant runs the meeting, and each person gets two minutes. This

really helps keep us all connected, and if someone has issues, we take

that time to help each other out.

Join the conversation by taking our poll at www.thepartnerchannel.com

and/or commenting on social media by mentioning @partnerchannel

or #TPCMag.

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SOLUTION:

DynamicPoint Expense

Management

OneBlood is a not-for-profit 501(c)(3) community

asset responsible for providing safe, available, and

affordable blood to more than 200 hospital partners

and their patients throughout most of Florida, parts

of Georgia, Alabama, and South Carolina. The organization

distributes nearly one million blood products annually, employs

more than 2,500 people, operates more than 80 donor centers,

and deploys more than 200 mobile collection units.

OneBlood struggled with manual and inefficient expense

reimbursement and credit card approval workflows. Employee

reimbursements were delayed due to the short timeframe for

processing as well as a lack of integration between expense

approval and the electronic funds transfer (EFT) process.

Chris Engert, director of business and quality information

systems, shares, “Basically, employees never knew the status of

their request or when they were getting paid, which prompted

many calls and emails to the accounts payable team.”

Since 2012, OneBlood has been merging with other blood

centers in Florida. So, when the organization began searching for

an expense management solution, critical requirements included

ease of use, scalability, and quick deployment. “Selecting

DynamicPoint’s Expense Management solution was a natural

fit for OneBlood as it allowed us to leverage our existing IT

infrastructure, SharePoint, Microsoft Dynamics GP, and EFT

application footprint, which ultimately gave us an end-to-end

solution,” Chris explains. “Since DynamicPoint is built on these

highly scalable systems, we have been able to triple the size of our

user base at virtually no additional cost since our initial purchase.”

SharePoint is also now integrated with OneBlood’s Active

Directory, eliminating the need for manual routing workflow

and user management. The OneBlood team has been able

to customize its expense management solution specific to

business needs very quickly at a reasonable cost. “I can’t forget

that this application is very easy to use,” Chris says, “Which

our team members love!” All of these factors have resulted in

very low total cost of ownership.

While the application has brought tremendous value and

efficiency to the OneBlood organization, DynamicPoint’s

differentiator has been the support and professional services

team. “IT systems are never perfect. The difference between a

good and average (or poor) experience is made when a vendor

proves themselves as a true business Partner by ensuring the

customer is getting the value they expect from their product,”

Chris concludes. “It’s this character and culture of their team

that validates my decision to partner with DynamicPoint.”

CHRIS ENGERTdirector of business and quality information systemsOneBlood, Inc.

SOLUTION SPOTLIGHT - ADVERTISEMENT

SARAH PATTHOFFIT generalist | & procurement manager | Luck Stone

SOLUTION:

Dynaway EAM Solution for Enterprise Asset Management

With 20 locations across Virginia and North

Carolina, 800 employees, and 200+ Microsoft

Dynamics AX users, Luck Stone is one of the

largest family-owned and operated producers

of crushed stone, sand, and gravel in the nation.

Prior to April 2013, when Luck Stone implemented

Microsoft Dynamics AX, the company dealt with very manual

processes in tracking and maintaining its equipment. Andy

Jordan shares, “We had an EAM solution that we implemented

in 1999, but it was never integrated with Microsoft Dynamics

AX, and it was very difficult to use.”

In addition to poor user adoption, Luck Stone had minimal

visibility into cost information for each piece of equipment. Sarah

Patthoff recalls, “There was no common platform for maintenance

information. We managed our data in Outlook, spreadsheets, the

Microsoft AX Projects module, and in the old EAM system.”

When Luck Stone started searching for a new EAM

solution, the organization had three imperatives the solution

had to meet: Easy to use, easy to access, and easy to pull

information out of the system. Dynaway’s EAM solution

met these criteria and more, and now Luck Stone is on

one common platform with visibility into equipment and

reduced efforts in finding information. Sarah shares, “It takes

us just three hours to train our field associates on Dynaway,

including the mobile solution, and they’re up and running on

their own. Compared with our old system, it’s night and day

on how easy it is to use.”

Since Dynaway is built on the Microsoft platform, users can

do data mining on their own by exporting to Microsoft Excel

from any screen. Getting information out, through the cost

control tool, allows Luck Stone to slice and dice information so

users can better understand their business. They can also see

exactly when they need to maintain and/or replace equipment,

helping them serve customers more quickly and effectively.

Luck Stone has worked with ERP Partners for the past four

years. “Hands down, Dynaway is the best Partner we have

worked with,” Sarah says. “The fact that our end-users are

already realizing value speaks volumes to how great Dynaway

is. Technology is meant to empower Users and help them get

their jobs done more effectively.

Dynaway has done that for us

and so much more in such a

short time!”

ANDY JORDAN&


SOLUTION SPOTLIGHT - ADVERTISEMENT

SOLUTION:

InvestmentAssets from

ICAN Software Solutions

Inglewood Park Cemetery, an endowment care cemetery, is

located in California and handles approximately $70 million

in investment monies. Inglewood Park Cemetery and its sister

company, Park Lawn Cemetery, have several funds in addition

to the state-required endowment care fund, the earnings from

which are used to maintain the cemetery grounds and facilities.

The other funds include commodities and services purchased in

advance by their clients, the earnings from which offset the price

increases over time. Jacqueline Gonzalez, vice president of fund

management, works directly with the companies’ investment

committee in managing these investments.

Inglewood Park Cemetery formerly leveraged AS400 CCMS

software, which had a general ledger (GL) package designed

for cemeteries. This meant that any asset reporting had to be

processed manually using Microsoft Excel spreadsheets. Jacqui

recalls, “This worked fine in the ’80s when we had just four or

five investment managers and 10 investment portfolios, but

we’ve grown into a well-diversified operation with thousands of

investments, such as equities, real estate, fixed income, mortgage-

backed securities, and much more, across our 42 portfolios.”

Its month-end and year-end processes became very tedious to get

through. In fact, it would take a full month to get through month-

end processing, reporting, and reconciliations. The organization

was also very prone to error when dealing with its manual processes.

“What we put in, we got out, and too much of our time was dedicated

to checking and reconciling reports,” Jacqui shares.

The volume of work required to handle monthly

amortizations and interest accruals made it necessary for

those entries to be captured on a year-end basis. Due to the

manual reporting of investments, the preparation for yearly

audits was extremely time-consuming. “Our auditors needed

to do more testing on our investment holdings to make sure

the information we were using was accurate,” Jacqui says.

ICAN Software Solutions came to Inglewood Park

Cemetery’s aid, and everything changed. The organization went

live on Microsoft Dynamics GP with ICAN InvestmentAssets

in 2012 and now has complete and accurate tracking and history

of each investment holding, complete with customizations

specific to the industry and so much more.

Closing books each month is now accomplished in

approximately 10 days. “We can pull monthly amortizations,

interest, and income accruals. The reconciliation process is

so smooth; it takes literally a push of a button to initiate a

reconciliation report back to our statements. I’m still amazed

and still enjoy learning all the ways ICAN is able to help us,”

Jacqui concludes.

JACQUI GONZALEZvice president of fund managementInglewood Park Cemetery

THE PARTNER CHANNELwww.thepartnerchannel.com

Thanks for reading the

Solution Spotlight!

This is a new endeavor for The

Partner Channel Magazine, with

the goal of highlighting customer

success stories from use of

Microsoft Dynamics add-on products and

services. The customers you will read about

here were selected by their Partners, but

the interviews were conducted by us, so the

commentary – and success! – is genuine.

Thank you to Dynaway, DynamicPoint, and ICAN Software Corporation for being with us on this maiden voyage!


®

®®

�

MASS APPLY RECEIVABLES MASS APPLY PAYABLES VENDOR PRICE MATRIX INVESTMENT ASSETS

AUTOMATIC CASH RECEIPTS PRINT CASH RECEIPTS VENDOR COPY

Solutions That Turn Hours Into Minutes…

ICAN SoftwareSolutions

617 N. Stadium Way

Tacoma, WA 98403

253.777.0708

253.449.0542 fax

www.icancloudapps.com

[email protected]

CERTIFIED FOR

AX 2012

Want to see your company

here?

Contact Jane Olson at

701-526-1829 or

[email protected]

and ask about the

Solution Spotlight.


Adrienne Golden of Wilkins Miller found the hidden logo in Amy McKinnon

and Kari Peterson’s “How Well Do Your Sales and Marketing Teams Work

Together” article on page 20 of the Summer 2015 magazine.

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

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

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

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

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

MAMAMAMARKRKRKRKETETETETININININGGGGSALES LELELELEADADADADERERERERSHSHSHSHIPIPIPIP

MarketingSales

How Well Do Your

and

Teams Work Together?

20 SUMMER 2015 | THEPARTNERCHANNEL.COM

Do

dandand

Teams Work kTeams WorkTogether?

Direction

WINTER 2012www.thepartnerchannel.com

ACLOUDCOMPENSATION

NEWOLDOut With the

In With the

FOR THE NEW YEAR

PLAN THAT WORKS

SETTING THE

contents

A publication dedicated to building a community for Partners

IN EVERY ISSUE

9Contributors

Surely on Santa’s Nice List

11On the Homefront

Sounds Like a Relationship

12News

Celebrating the Good in the

Community

15Events

Planning Winter Through Spring 2012

28TPC Interview

Mark Albrecht, Microsoft

43ISV Profile

Panatrack, Inc.

53Members Only Corner

5280 Solutions

54VAR Profile

The Resource Group

59The List

Updated and Ready for You

Each Quarter

82Advertiser IndexThe Product Experts

® Magazine

DEPARTMENTSLeadership

16The Entrepreneurs’ Corner

30My Team is in the Van.

Where Do We Go Now?

44You Can’t Go With the Flow if

You’re Stuck in a Box

Sales

18Make 2012 The Year That You

Keep Your Promises

34When Customers Sell for You

46A Compensation Plan That Works

Marketing

22Marketing Stickiness

36Out With the Old, In With the New

48Follow the Yellow Brick Road

FEATURES

25How Trustworthy Are You?

26TPC Caption Contest and Results

39Word-A-Ganza

40Convergence Tip of the Week

Festival

50Electronic Signature 101

52Logo Contest

56A Greeting from TPC

THEPARTNERCHANNEL.COM | WINTER 2012 5

Front cover Table of contents Photo caption

page

The end of

each articleAny graphics that have the

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

What could Jesse Byam possibily be thinking about?

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

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

is two (2) tickets to your local cinema.

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

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

CONTESTTPC Photo Caption

THEPARTNERCHANNEL.COM | WINTER 2012 26

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

Note: This is not the

hidden logo!

Fall 2015 CONTEST

SUMMER 2015 Location


SSSSSAAAAALLLLLEEEEESSSSSLEADERSHIP MMMMMAAAAARRRRRKKKKKEEEEETTTTTIIIIINNNNNGGGGG

story by LINDA H. YATES | illustration by SHAWN OLSON

For years I had heard the phrase “no man is an island” and didn’t think much about it. Then one day

a close relative made a choice with his life that had a ripple effect. I then understood this profound

phrase and have reflected upon it often.

What we do or do not do affects those in our lives and businesses. There are hard-working and

smart individuals who, with sheer will, do amazing things alone. Yet, the power of two or more is

when the ROE occurs. What is ROE? In this case, it is return on energy. The trick is to find those

Partners or team members where our combined energy is magnified. We don’t have to go it alone. Partnering with

an individual or an organization can help us move to the next level.

HERE ARE SOME TOOLS TO IDENTIFY A GOOD ROE FIT: » Share the same principles. It will serve you in the long run. Research and securing references will guide you in

the partnering decision.

» Determine if they are truly a competitor or rather if a synergistic relationship can occur. Often combining

forces with a competitor will help you both succeed in the long run.

» Add complementary services or products to your business. Identify joint ventures where it makes

business, marketing, and even branding sense. This will pave the road of opportunity, and the possibilities

will be endless.

» Establish effective communication strategies. Communication will be the secret to a positive relationship.


Constant follow-up is key. Discuss your strategic plans. This will move your combined goals and efforts along

the path to success.

» Set goals and milestones. This will allow you to measure whether the joint venture is successful.

It is hard to trust others when you have experienced a bad situation. Doing your due diligence ahead of time

will help prevent potential pitfalls or disappointments. Sometimes saying no to proposed opportunities is the best

course of action. It pays to be picky.

As you are selecting Partners, look for strengths that you are missing. Once you have identified those strengths,

this will help your business grow.

By doing this, you will create a win-win solution, and your ROE will increase. The same holds true for

personal relationships. Create a complementary team where all stakeholders feel invested. When team members

feel supported and affirmed, a positive outcome will result.

Your decisions and path will affect many lives. By being strategic, you can chart an excellent future no matter

what has occurred in the past. That is the beauty of a new day!

Linda H. Yates, The Image Energizer, is a highly sought 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. Host of “The Executive Edge” podcast and author of the audio course and workbook “6 Steps to ENERGIZE

Your Personal Brand”, Linda believes that nothing is impossible! She can be reached at [email protected].


LLLLLEEEEEAAAAADDDDDEEEEERRRRRSSSSSHHHHHIIIIIPPPPP SSSSSAAAAALLLLLEEEEESSSSSMARKETING

M AR K E T INGGourmet


story by ADRIANNE MACHINA | illustration by MATT MASTRUD

Great cooks insist on using the best ingredients. As a marketer, you should, too!

I know how to cook up a great campaign, write a brilliant blog post, and create an award-winning

submission, but what I need are the ingredients – the subject matter expertise that resides in the

brains of the company’s busiest employees. All the marketing tools, detailed spreadsheets, and

sophisticated marketing techniques in the world will not overcome a lack of good, compelling,

accurate content. It’s like making a soufflé with powdered eggs. Your content will fall flat.

So how do you get the good stuff? You have to set up interviews and meetings with the subject matter experts who

understand the topic in depth. Be as flexible as you can. I’ve had to grab consultants’ time while they were waiting in

airports, sitting in hotel rooms, taking a break in-between demos – basically, squeezing in a few moments between

their immediate revenue-driving priorities.

Here are my tips to getting on their schedule and gathering what you need:

» Tie your project into the company’s overall mission. No one wants to write a blog post that is going to

collect dust, never to be looked at or shared. Marketing never seems as vital as the billable hour or the next sale –

but it’s critical for long-term success. Connect the dots as to how their participation ties into the overall mission.

Also, make sure you have the buy-in of the executive team. If they know that this project has all eyes on it, they

are more likely to be responsive.

» Honor their time. The subject matter experts you are seeking out are usually compensated by billable time

and/or are commission-driven, and they don’t always understand why participating in creating content is so

important. I recommend starting your conversations by marketing the value of marketing. Tell them where

and how the content you create will be used. Keep your meetings with them short and to the point, but most

importantly, come to the meeting on time and prepared! Don’t show up without first writing down questions to

discuss with them. Also, keep them informed as to the project schedule. Communicate when they can expect to

see the first draft, and set expectations about how quickly you’d like for them to get their revisions back to you.

» Piggyback. What are these experts already doing that you can leverage? Are they hosting a webinar? Are they

training a new employee? Do they have an upcoming internal training that you could sit in on and listen to?

Rather than asking for a separate meeting, get invited to meetings that they’re already having.

» Play to their strengths. Are they good at writing? Give them a series of questions to answer. Staring at a blank

page is the worst part about writing. Can they verbalize what they mean better than they can write? Schedule a

phone conference and record the call so you can refer back to key points later. Ask what material already exists

that you can use as a leverage point – so that you don’t have to start at the very beginning.

» Make them look good. Make sure they get credit for their contributions! Their name should be in the byline.

Allow them to post to their own Twitter feed and LinkedIn profile. Train them on the best ways to amplify the

message on social media. Say nice things about them to their boss (assuming the compliment is well-deserved).

Overall, let them know their time is well-appreciated and valued.

When there is so much to be done, it can be mighty tempting to want to churn out content as fast as possible. But,

if you are continually creating pieces that are all fluff and no substance, you devalue your brand and damage your

authority on the subject. As the marketing team, you shouldn’t be expected to know the technical terms and nuances

of the industry that have taken your experts 20+ years to learn. Your job is to ask the right questions, move the project

along, and get the desired results.

Now get out there and get cooking!

Adrianne Machina is a marketing consultant with a passion for cooking up marketing success for her clients. Want to see

what’s on her grocery list? Contact her at [email protected].


FEATURE


As a Microsoft Dynamics Partner, you are likely all too familiar with the challenges of finding the

right talent to sustain and expand your business. The candidates are few and far between, and

attracting experienced hires to your organization can be an expensive proposition. More and

more of the top-performing Microsoft Dynamics Partners are focusing on bringing in net-new,

junior resources by making recruiting new college graduates a priority. Getting the best talent

– and getting those candidates early – is key to expanding not only your business, but also the

Microsoft Dynamics ecosystem.

“We know from our work with Partners large and small that focusing on college recruiting pays off,” says Katie

Hasbargen, worldwide program lead for the Microsoft Dynamics Academic Alliance.

During the last Microsoft fiscal year, more than 500 junior resources were hired into the channel worldwide (as

reported by Partners that work with the Academic Alliance) and more than 284,000 students experienced Microsoft

Dynamics in the classroom. This resource pool is the result of the Microsoft Dynamics Academic Alliance, a free

Microsoft program that provides Microsoft Dynamics CRM and ERP licenses to colleges and universities to use in

their curriculum. Currently, the Academic Alliance has 1,423 academic members worldwide.

Getting in touch with this rich pool of resources is as simple as making connections and building relationships

with your local colleges and universities.

START EARLY AND THINK LONG TERMBegin by evaluating the current and future needs of your organization. How many new hires do you need to meet

your future business needs? How many of those hires should be new graduates? Where would a new-graduate hire

best fit in your organization? Do you have a plan in place for training and mentorship? Answering these type of

questions is key to building an effective strategy for your organization.

In the world of recruiting new college graduates, it is important to be proactive and not reactive. Start early and

think long term when developing your strategy.

“We encourage Partners to talk to students early in their college careers about opportunities, and then work to

secure a hire no later than the fall of their senior year,” says Katie. “The best candidates are recruited early.”

Getting to the right students requires laying the groundwork by building a relationship with the institution.

“Start with a good idea of what kind of candidates you’re looking for and where they would best fit in your

organization,” Katie explains. “Then target the schools that best fit the bill of what you need.”

USE YOUR ALUMNI CONNECTIONSLook at where your current employees attended college or university. From where have your most successful

hires come? If these colleges are regional and have programs that are a good fit for your organization, target those

schools and work on building relationships with them. Sometimes your employees may still have connections to

these institutions, which can make it easier to build a relationship.

LEVERAGE THE MICROSOFT DYNAMICS ACADEMIC ALLIANCE“When we start working with Partners, we help them identify schools in their area that are already using

Microsoft Dynamics in their curriculum and, thus, would be ideal institutions to target for recruiting,” says Katie.

Working with Partners to build their recruiting strategies and getting connected to the right schools is a major

focus of the Microsoft Dynamics Academic Alliance.

“Our goal is to get students hired into the Microsoft Dynamics channel,” Katie says. “We’re here to assist with

and encourage this process.”

Once target schools have been identified, the Academic Alliance can facilitate a connection to the school to build

a relationship. If the target schools are not members of the program, the Academic Alliance can help recruit them.

story by TRACEY KANTRUD


“If we can get students exposed to Microsoft Dynamics during their college careers, they are more likely to

choose Microsoft Dynamics-related careers and are also easier to train, making their billable time happen faster,”

explains Katie.

GET TO KNOW THE FACULTYOnce a connection is made, getting to know the faculty’s needs and goals is next. Faculty are interested in their

students’ success. Partners need to consider how their organization’s knowledge and talent can add to the classroom

experience, in addition to providing future job opportunities to the students.

“We find that these relationships work best when they are mutually beneficial to both the school and the Partner,”

Katie says. “And, no two relationships are alike.”

Partners can participate in a variety of activities that contribute to student success, including providing technical

expertise to faculty setting up their systems, advising on current industry needs, and contributing to curriculum

development.

One of the most effective ways for Partners to get to know the best students is to get in the classroom themselves.

Partners can offer to speak to classes about career opportunities or as subject matter experts.

“We have several Partners that teach entire classes at their local universities,” explains Katie. “In this instance,

they get to know the students directly and know their abilities before the recruiting process begins.”

START AN INTERNSHIP PROGRAMAnother great way to get to know the best students and attract them to your organization is to start an internship

program. Interns can add value and energy to your organization at a low cost. Consider working with your academic

contacts to set up a program for college credit so that it adds to students’ transcripts.

“Internships are a great way to observe the student before making a long-term commitment in order to find the

best fit,” Katie says. “Interns are also likely to want to stay with an employer after an internship ends, making for a

short and successful recruiting process.”

If offering a full internship is not an option for your organization, consider offering job shadowing and mentorship

opportunities through your school contacts.

“The more students understand what careers in the Microsoft Dynamics channel look like, the more they’re likely

to choose that path,” explains Katie.

CONNECT WITH COLLEGE CAREER OFFICESAt the most basic level, casting your net by connecting with your local colleges’ career offices is a simple way to

begin attracting college graduates. Most college career offices maintain a job and internship posting board that you

can leverage. These career offices can also help you participate in campus career fairs and related campus events.

“In the end, it’s all about getting connected in your community,” concludes Katie. “Your efforts will help build

your brand in the region, increase the visibility of Microsoft Dynamics, and influence future business decision

makers.”

The Microsoft Dynamics Academic Alliance provides free software and support to educational institutions who

want to use Microsoft Dynamics ERP and CRM software in their curriculum. The Academic Alliance also cultivates

and supports relationships between member institutions and Microsoft Dynamics Partners and customers to

connect businesses with students interested in pursuing Microsoft Dynamics–related careers. To learn more, visit

www.microsoft.com/dynamicsaa or email [email protected].


Join Today! Visit the User Group website: AXUG.com | CRMUG.com | GPUG.com | NAVUG.com

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Don’t wait another day! There’s a community of Dynamics Users waiting for you to join them!

WITH A PARTNER MEMBERSHIP IN THE DYNAMICS® AX, CRM, GP OR NAV COMMUNITY!

Partner Member Oppor tunities

21,870

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ISV PROFILE

COMPANY

Nexonia

INTERVIEWEE

Neil Wainwright, CEO

WEBSITE

www.nexonia.com

HEADQUARTERS

Toronto, Ontario

PHONE

416-480-0688

EMAIL

[email protected]

ESTABLISHED

2004

The Partner Channel (TPC): Tell us

about the road that led to Nexonia.

Neil Wainwright (NW): I was trained

as a software engineer back in the

mid ’80s and worked for a number of

dot-com companies, but I caught the

entrepreneurial bug early on. It always

bothered me during those years that

the companies I worked for never had

good time-and-expense solutions.

About 13 years ago, I was having a

beer with my co-worker, Pascal Paradis-

Théberge, after playing beach volleyball

– I was much younger then – and we

decided to start a business together.

Soon after, we left our jobs, built

our product, and have bootstrapped

Nexonia to become the stable and

flexible platform that it is today,

offering expense reports, timesheets,

PO, and AP.

We’ve always been a software as a service (SaaS) product even back when the

world didn’t know what SaaS was. Then about seven years ago, we moved into

mobile. We were proud to be one of the very first 552 apps on Apple’s App Store.

And actually, we were the first and only expense management app back then.

TPC: Oh, we love those stories; it sounds like it was meant to be! Did you have

a vision of what the company has turned into today?

NW: Well, our first goal was to build the product in six months, sell to Google,

and retire, but both Pascal and I have a passion for delighting our customers with

our products and services, so it didn’t exactly work out that way. After 13 years in

business, we have almost 100 employees, two locations, and six products. We’ve

never really had a growth target. We focus on making sure our customers are happy

and by nature, we grow quickly at about 80 to 100 percent a year.

TPC: That’s awesome! How exactly do you delight your customers with your

products and services?

NW: We’re always saying “yes” to our clients’ requests and suggestions. It’s about

them, not us, and we spend a lot of time on our product BECAUSE of our customers,

never losing sight of that end goal.

A unique thing about us is if a customer comes to us wanting a new integration

Neil Wainwright, CEO

CUSTOMER TESTIMONIAL

“The service from the Nexonia team

throughout the implementation

process was exemplary. The expense

report mobile and web-based

product is easy to use and teach.

And, although users were quite

apprehensive using new technology

at first, we have only heard positive

comments from our staff.”

– Dwight Overturf,

The Risk Management Association

Delighting Customers with Unbeatable Integrations

VALUED PARTNER


with Microsoft Dynamics GP, we listen to what they want, and we build it, but

we do not charge them for our work to ultimately make the product better for

them through the integration. If our customers aren’t going to charge us for

their good questions and ideas, we won’t charge them for implementing them.

We’ve had two customers request very specific features, and they insisted on

paying us, but we insisted they didn’t. As soon as we create a barrier with our

customer needs, that’s when it becomes a struggle to keep them delighted with

our services.

TPC: What a great mantra to have, and it ties nicely into this issue’s theme

of collaboration. Working in partnership with your clients to create better

products is the ultimate example of working together. Can you share specifics

on one of those instances?

NW: We recently built an automated integration to synchronize 10 segments in a

chart of accounts with dimensions and relations between them. There was another

instance where we auto provisioned users from vendor records so that changes are

automatic. Everything synchronizes automatically and also by the click of a button.

We’re also working with clients more to keep us a customer-centric company by

launching a full Net Promoter Score® (NPS) survey that gauges the strength of our

customer relationships. It’s a global standard survey that will help us prove just how

important our clients really are to us.

TPC: So what type of collaboration do you have with other Microsoft Dynamics

Partners?

NW: It’s very humbling to us to work with about 80 to 100 VARs. We see this growing

significantly because when a VAR recommends us, their customer ends up being

happy, and that speaks volumes. We provide a positive experience – which reflects

well on the VAR – as well as unbeatable integrations with their Microsoft Dynamics

solutions. We sincerely walk the walk. So many have given us the stamp of approval,

and we’re very proud of the VAR community with which we work.

TPC: What would you say sets the Microsoft Dynamics Partner community

apart from the rest?

NW: They know the products inside and out and are very smart about Microsoft

Dynamics and what it can do. They are also simply really nice people – friendly,

smart, and hardworking. It’s a collaborative community that we have the pleasure

to work in.

TPC: Is there anything else you want to share with our readers?

NW: Let us know what you want to see from us! We are always looking to make a

better company and a better solution.

A unique thing

about us is if a

customer comes to

us wanting a new

integration with

Microsoft Dynamics

GP, we listen to

what they want, and

we build it, but we

do not charge them

for our work to

ultimately make the

product better for

them through the

integration.


Celebrating a finish in last year’s Sunrise Scramble sponsored by deFacto was a moment of sweet success! If he hadn’t just finished an early morning race, what else could cause a Partner to celebrate these days?

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.

CONTESTTPC Photo Caption


CONTEST RESULTSSummer 2015 Photo Caption

Thanks for playing last issue’s contest! Our winner is

Jodi Buchholz of

DFC Consultants, Ltd.: “You seem surprised by what I

am saying, but I’m telling you.

All I had to do to get the boss

to send me to TPC was make a

cake about this big and round and

BOOM, here I am!”

Advanced Allocations

1.866.794.1275

[email protected]

MicrosoftDynamics™

Out of the box integration

www.admiral-west.com/advancedallocations

Help your clients achieve

big productivity gains

Be a hero in your client’s eyes! Advanced Allocations from

Admiral dramatically reduces time spent on allocations, letting

Win against Sage and other solutions when advanced

allocation functionality is required.

Move PFW clients to GP without compromises.

–

trusted as the standard by partners and customers.

With current maintenance, Admiral provides installation,

training and support.

Trust Admiral to deliver solutions that will delight your clients.


Admiral Consulting Group . . . . . . . . . . . . . . . . . . . . . . .51

Altec. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .19

Appolis. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .21

Business Computers (Time Matrix) . . . . . . . . . . . . . . . .17

Corporate Renaissance Group . . . . . . . . . . . . . . . . . . . . . 3

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

Dynamic Communities . . . . . . . . . . . . . . . . . . . . . . . . . .47

DynamicPoint. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .36, 38

Dynaway . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .36, 38

ICAN Software Corporation . . . . . . . . . . . . . . . . . . .37, 38

Integrity Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .35

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

Liaison Software Corporation. . . . . . . . . . . . . . . . . . . . .29

MetaViewer from Metafile . . . . . . . . . . . . . . . . . . . . . . . . . 4

Microsoft Convergence . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

Njevity, Inc.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .13

Nodus Technologies, Inc.. . . . . . . . . . . . . . . . . . . . . . . . .52

ProShip . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .34

Scalable Data Systems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

Sierra Workforce Solutions . . . . . . . . . . . . . . . . . . . . . . .24

Trans-Micro . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .28

Vicinity Manufacturing, Inc. . . . . . . . . . . . . . . . . . . . . . .76

ADVERTISER INDEX


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!

Table of Contents

Industry...................Page 54

Horizontal................Page 61

Services...................Page 73

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

Search for the products and services

you need with the new Mobile version of

The List! Add it to your home screen from:

www.thelistmobile.com or simply

scan the QR code below:

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


Vicinity Manufacturing

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

Churches and Ministries

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

Commodity Trades

Scalable Data Systems http://www.scalableax.com • 714-594-7690 Commodity Trading Complete Solution for Commodity Trading: Manage all aspects of physical contracts from agreement to execu-tion including: Contract Management, Logistics, Risk Management, Invoicing, Cost tracking and Accruals.

Construction

IPM Global Pty Ltd

http://www.ipmglobal.net • 321-368-2489 IPM Project Management IPM Project Management is a purpose built XRM Solution that delivers a fresh approach to Project Management in the Construction / Engineering sectors. Incorporating Comprehensive Contract and Cost Control.

Consumer Packaged Goods

Data Masons Software

http://www.datamasons.com • 866-575-1631 Vantage Point EDI for Dynamics Tightly integrated EDI for Dynamics without customizations.

HighJump Software

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 you to an expansive global trading network.

Lanham Associates® http://www.lanhamassoc.com 678-379-4200 ext. 105 ACE - Advanced Commerce ERP EDI, ASN, Shipping, Carrier Manifest, Labels, Barcoding, TP Compliance, WMS, Forecasting & Replenishment. Best of breed built inside NAV replac-ing 7 disparate solutions. Seamless simplicity. 110,000+ users worldwide.

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

Cross Industry Solution

ACOM Solutions, Inc. http://www.acom.com/solutions/ms-dynamics-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 AP Invoice, Procurement, Contract & Expense Reporting Solution/Azure Cloud/On Premise Requisition, PO/Contract Mgmt., AP Automation, Travel/Expense Reporting.

AvidXchange, Inc. http://www.avidxchange.com/landing/microsoftdynamics • 800-560-9305 End-to-End AP Automation Streamline invoice capture, intelligently route approvals and facilitate 100% of payments in 45 days or less...guaranteed.

Concur https://www.concur.com • 425-590-5020 Travel Expense and Invoice Management Integrated travel expense and invoice software for Microsoft Dynamics.

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 for Dynamics Datahaven is the only scanning, OCR, and workflow solution natively embed-ded—not simply integrated—throughout the Microsoft Dynamics user experience and available to non-Dynamics users from Microsoft Outlook.

docSTAR http://www.docstar.com • 888-docSTAR docSTAR eclipse Smart AP Automation docSTAR is the premier AP solution pro-vider for small to mid-size enterprises. Streamline your AP invoice processing with intelligent data capture, work-flow, and integration with Microsoft Dynamics ERP.

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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 execu-tion 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 out-sourced. Total solution, AS2, and VAN for lower cost of ownership. Seamless simplicity EDI designed specifically for NAV. More documents and users than any other NAV provider.

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

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.



Chemicals

Horizons International

http://www.qualityessentialssuite.com 866-949-9504 ext. 811 Quality Essentials Suite Quality Management System integrates to all Dynamics products. Used in chemicals, food and other regulated industries. Control layouts for certificates of analysis, comply with ISO standards, manage lot holds.

Industry



eRequester by Paperless Business

Systems http://spendwise.ly/eRequester-2015 206-256-0771 ext. 123 eRequester Industry leading web procurement, expense management, inventory & receiving, and business intelligence. Top rated & trusted for over 16 years.

EthoTech, Inc. http://www.ethotech.com • 678-384-7500 ext. 1 Commission Plan Calculate, pay and track all variable com-pensation, including Sales Commissions, Bonuses, Royalties, Rebates and SPIFFS. Effortlessly create and modify commis-sion plans, and then quickly distribute reports by e-mail.

Greenshades Software

http://www.greenshades.com 888-255-3815 ext. 2 Greenshades Year End Forms Electronic distribution, print to blank paper, and fully automated mailing services help thousands of Greenshades clients create, distribute and electronically file their 1099, W-2 and 1095-C forms.

Higher Logic http://www.higherlogic.com • 202-360-4402 Higher Logic The leading cloud-based commu-nity platform used by organizations worldwide to bring people together in secure communities designed to ignite knowledge sharing, drive content creation and solve problems.

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.

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

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

http://www.lexmark.com/en_us/solutions/financial-process-automation/solutions/erp-integration/automation-for-microsoft-dynamics/invoice-processing.html • 800-941-7460 Invoice Processing for Microsoft Dynamics Push the boundaries of process auto-mation to gain even more productivity, efficiency, and control over your financial processes with invoice processing au-tomation, available in the cloud-based or on-premise.

Lexmark Enterprise Software https://www.perceptivesoftware.com/products/perceptive-interact/application-integration/microsoft-dynamics-ax.html • 800-941-7460 Perceptive Software Interact for Microsoft Dynamics AX from Lexmark 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 customer-defined folder hierarchy.

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 cloud-based ex-pense reports and timesheets solutions, seamlessly integrated with MS Dynamics, incl. VAT & multi-currency. With mobile apps for iOS, Android, BlackBerry 10 & Windows Mobile phones.

Nodus Technologies, Inc.

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.

Nodus Technologies, Inc. http://www.nodus.com/estore_solution_stack.html • 909-482-4701 eStore Solution Stack Go beyond a simple shopping cart with our feature-rich, automated and fully integrated ecommerce solution. PCI Certified, B2B, B2C and Sales Portal with Responsive web designs to support all screen sizes.

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.

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) 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



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, trans-port mgmt., service & maintenance, vehicle data mgmt., vehicle history (costs, repairs, damage), BI & reporting, flexible billing methods.

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Food and Beverage

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

Appolis http://www.appolis.com • 612-343-0404 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.

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.

COGEP, Inc. http://www.cogep.com 418-626-2503 ext: 144

NEW: Guide TI Powerful and user-friendly maintenance software. Control budget and reduce maintenance and unit cost. Increase efficiency and reduce downtime.



Lanham Associates® http://www.lanhamassoc.com 678-379-4200 ext. 105 Supply Chain Solutions Seamlessly simple Shipping, Inventory Management, WMS, & EDI Compliance. Best of Breed built inside NAV. More than 110,000+ users worldwide.

Metafile Information Systems, Inc.

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


Scalable Data Systems http://www.scalableax.com • 714-594-7690 Procurement for Manufacturing Procurement of Commodity raw materials fully integrated with MRP providing visibility of production de-mand to procurement. Key features: Contract Management, Logistics, Risk Management, Track costs and Accruals.



Government Contracting

IPM Global Pty Ltd

http://www.ipmglobal.net • 321-368-2489 IPM Project Management IPM Project Management is a purpose built XRM Solution that delivers a fresh approach to Project Management in the Construction / Engineering sectors. Incorporating Comprehensive Contract

and Cost Control.

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

Healthcare

Business Computers

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

Computer Information

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

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

InterDyn BMI http://www.erp4health.com • 866-264-3249 ERP4Health® Financial Management Software pow-ered 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

http://www.paramounttechnologies.com 800-725-4408 WorkPlace for Healthcare Requisition, approval, budget checking and integration to Binary Stream for Materials Management.

Sierra Workforce Solutions

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

High Tech and Electronics

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

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

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

Industrial Equipment


Insurance


Life Sciences

Arbela Technologies http://www.arbelatech.com • 949-291-4777 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



Manufacturing


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Appolis http://www.appolis.com • 612-343-0404 WithoutWire™ Warehouse WMS Barcode mobile traceable lot serial tracked inventory for Process Manufacture MO Distributor Food Beverage Pharma Chemical CPG ship EDI.


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

Bond Consulting Services

http://www.BondConsultingServices.com 562-988-3451 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.

Business Computers







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


HighJump Software



Lanham Associates® http://www.lanhamassoc.com 678-379-4200 ext. 105 AFP (Advanced Forecasting and Procurement) for Manufacturing Forecasts inventory items as compo-nents or finished goods. Gain control.








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."

Sana Commerce http://www.sana-commerce.com • 646-362-0432 Sana Commerce Sana delivers fully integrated B2B e-commerce solutions for Microsoft Dynamics NAV & AX that help wholesal-ers and manufacturers to grow online.


Scalable Data Systems http://www.scalableax.com • 425-931-9972 Advanced Production Scheduling Review and adjust Production Schedule from the Gantt Chart. Key Features: Dashboard View, Additional sort se-quences, Reroute to alternative work centers.



Thomson Reuters http://tax.thomsonreuters.com/DynamicsTax 888-885-0206

NEW: Thomson Reuters ONESOURCE Thomson Reuters ONESOURCE Indirect Tax for all companies leveraging Microsoft Dynamics provides cloud-based sales, use, and value-added tax calculation, reporting, exemption certificate man-agement and returns.



WilloWare, Inc. http://www.willoware.com 888-339-4556 ext. 1 Manufacturing PowerPack A suite of enhancements for GP Manufacturing. Tighter integration and added functionality between GP Core Modules and Manufacturing.

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WilloWare, Inc. http://www.willoware.com 888-339-4556 ext. 1 MO Generator MO Generator creates a set of MO's for a parent item and sub-assemblies below the parent, schedules and re-leases 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



http://www.paramounttechnologies.com 800-725-4408 WorkPlace for Non-Profits Requisition & Expense with GL Distribution, Encumbrance & Audit Trails.




Oil and Gas



IPM Global Pty Ltd

http://www.ipmglobal.net • 321-368-2489 IPM Project Management IPM Project Management is a purpose built XRM Solution that delivers a fresh approach to Project Management in the Construction / Engineering sectors. Incorporating Comprehensive Contract and Cost Control.



Pharmaceuticals

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




Panatrack, Inc. http://www.panatrack.com • 262-361-4950 PanatrackerGP for Inventory Management Add an integrated bar code solution and turn GP into your WMS for inven-tory management. An easy to install solution with robust features.

Professional Services

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 ser-vice firms to manage projects through web-based time & expense and resource mgmt modules. Top features: extensive reporting, multi-company & inter-departmental capabilities.


Rockton Software http://www.rocktonconnect.com • 877-476-2586 Rockton Connect Rockton Connect, small business ac-counting built inside Microsoft Dynamics CRM online specifically for professional service organizations.


Property Management


Publishing


Restaurant

Integrity Data http://www.integrity-data.com/software/aca-compliance/ • 888-786-6162

NEW: Sypnio ACA Compliance Solution - powered by Integrity Data A 360° reporting engine that makes ACA tracking and compliance a non-issue With deep BI capabilities, this tool automatically tracks eligibility and tests affordability, and generates and prints Form 1095-C.

Retail


Avalara, Inc.

http://www.info.avalara.com/TheList 877-811-7965 Avalara for Sales Tax Automation Automate and eliminate the complex-ity of sales tax management with Avalara. A cloud-based sales and use tax calculation, exemption certificate management, filing and remittance solution for Microsoft Dynamics.







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Lanham Associates® http://www.lanhamassoc.com 678-379-4200 ext. 105 ACE Warehousing© Flexibility from basic to advanced func-tionality. Receiving, picking, shipping, realtime inventory in NAV via wireless devices. Also grows to license plating, serial no. tracking & production output registration.

NMB Solutions http://www.proshipsoftware.com/axugsummit 800-353-7774 Dynamics AX ProShip® Multi Carrier Shipping and LTL manifesting solutions ProShip® software is a global, flexible and native Microsoft Dynamics® AX and NAV multi-carrier shipping and manifesting solution which will handle all your domestic and international small parcel and LTL shipments.


WilloWare, Inc. http://www.willoware.com 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


HighJump Software




Red Maple http://www.redmaple.com • 972-980-6963 Red Maple's Advanced Credit Cards for Retail Adv. CC for Retail allows you to process credit cards in retail environments and directly integrate into AX. PCI validated CC solution native to AX. Red Maple has many processor options for CC for Retail.

Red Maple http://www.redmaple.com • 972-980-6963 Red Maple's Advanced Credit Cards PCI validated CC solution native to AX and Retail for AX. We integrate to 13+ processors. Take payments in SO, AR or Projects. Tokenization is available. Process CC in multiple countries. Handle complex transactions.



Social Services


Software


Corporate Services

http://www.corpservice.com • 800-293-6822 TrakQuip and RTMS Software Solutions Whether you own, rent, or utilize equip-ment, TrakQuip & RTMS make it easy to track & manage your assets, automate routine business operations, & produce excellent financial information to ac-curately run your business


Software Manufacturers



Rockton Software http://www.rocktonconnect.com 877-476-2586 Rockton Connect Rockton Connect, small business ac-counting built inside Microsoft Dynamics CRM online specifically for software companies.

Staffing/Recruiting



Joesoftware Inc. http://www.joesoftware.com • 780-990-0220 Recruitment Accelerator Web-based recruiting mgmt, resume collection & on-boarding accelerator.

Transportation


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


http://www.lexmark.com/en_us/solutions/financial-process-automation/solutions/erp-integration/automation-for-microsoft-dynamics/invoice-processing.html 800-941-7460 Invoice Processing for Microsoft Dynamics Push the boundaries of process auto-mation to gain even more productivity, efficiency, and control over your financial processes with invoice processing au-tomation, available in the cloud-based or on-premise.

Warehouse Management

Appolis http://www.appolis.com • 612-343-0404 WithoutWire™ Warehouse WMS Barcode mobile traceable lot se-rial tracked inventory for Manufacture Distributor Pharma Chemical CPG Food Field Service tech job ship EDI.


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Sana Commerce http://www.sana-commerce.com 646-362-0432 Sana Commerce Sana delivers fully integrated B2B e-commerce solutions for Microsoft Dynamics NAV & AX that help wholesal-ers and manufacturers to grow online.

Scalable Data Systems http://www.scalableax.com • 714-594-7690 Landed Cost Manage Multiple Vendors/PO's as one shipment to improve efficiency and visibility. Key features: Accruals, Auto Cost Allocation, in transit costing.

Wolesale Trade: Non-durable Goods



“Having The List reach so many organizations within the Microsoft Dynamics community makes our decision to participate an easy one – and receiving a lead from The List didn’t hurt either!”

Karen TranChargeLogic

Learn why Karen with ChargeLogic likes The List:



Horizontal

Accounting

Encore Business Solutions http://www.encorebusiness.com • 888-898-4330 ePayStub for Canadian Payroll ePaystub for Canadian Payroll is a seam-less extension to Microsoft Dynamics GP Canadian Payroll that allows users to email out employee Payslips with an email that is password protected.

Rockton Software http://www.rocktonconnect.com • 877-476-2586 Rockton Connect Rockton Connect, small business ac-counting built inside Microsoft Dynamics 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 man-agement and reporting for compliance with the Affordable Care Act.

Elevate HR, Inc. http://elevate-hr.com/solutions/ 877-968-4440 Elevate HR Extensions for AX HCM HCM Process Wizards, Approval Flow, Benefits Admin, Global Payroll, etc.

Greenshades Software http://www.greenshades.com/landing-aca.php?source=TheList • 888-255-3815 ext. 2 Affordable Care Act From tracking eligibility and enroll-ment requirements to producing and filing 1095-C returns, Greenshades has Affordable Care Act requirements under control. Request a demo today and take the pain out of ACA.



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!

Analytics


Encore Business Solutions http://www.encorebusiness.com 888-898-4330 ext. 336 Advanced SmartList Enhanced analysis of SmartList data. Ad-hoc reports & queries on the fly. Sort, filter & re-order columns easily. Sum groups of info fast.

Encore Business Solutions http://www.encorebusiness.com 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 alter-nate to GP Proj. Acctg.


Asset Maintenance/MRO/EAM



Automation



Lexmark Enterprise Software https://www.perceptivesoftware.com/products/perceptive-interact/application-integration/microsoft-dynamics-ax.html 800-941-7460 Perceptive Software Interact for Microsoft Dynamics AX from Lexmark 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 customer-defined folder hierarchy.

mc² http://www.mc2software.com • 303-872-3000 GP Agent Schedule maintenance - checklists, script statements, reconcile & more.

Barcode Data Collection


Panatrack, Inc. http://www.panatrack.com • 262-361-4950 PanatrackerGP for Fixed Assets Bar Code data capture extending GP Fixed Asset module to manage assets.


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

Corporate Renaissance Group

http://www.crgroup.com/budgeting 613-232-4295

NEW: Budgeting & Costing CRGroup provides consulting expertise and leading solutions to streamline and improve budgeting, planning and costing. (Adaptive Insights, BOARD Software, CRG Cost Allocator, CRG FlexABM). Contact us to learn more.

deFacto Global, Inc.

http://www.deFactoGlobal.com 203-894-1789 ext. 221 deFacto Performance Management Premier “All-in-One” Dynamics Financial & Operational Budgeting, Forecasting, Consolidation, Analysis and Reporting, Excel/Web-based. Powerful, Affordable.

Dynamic Budgets http://www.dynamicbudgets.com 650-332-6650 Dynamic Budgets Replace Forecaster with a more intui-tive and robust budgeting tool which can be up and running in 2 hours! Give your staff real-time drill down report-ing on GP transactions and eliminate Excel-based budgeting chaos.

Prophix Software

http://www.prophix.com • 905-279-8711

NEW: Prophix Leading developer of performance management solutions designed to automate financial and operational processes. High-end functionality with powerful, adaptable solutions built on the Microsoft SQL Server stack.

Solver


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.

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.

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Flexible Solutions http://www.GPReportsViewer.com 212-254-4112 ext. 1 GP Reports Viewer Easily & quickly print/email Crystal/SRS/Excel reports directly from Dynamics GP. Replace existing GP reports, link reports directly to GP and 3rd party windows, pass parameters to reports directly from fields in GP.


Halo Business Intelligence

http://www.halobi.com • 888-300-0219 Halo Business Intelligence Supply Chain Visibility, BI, Predictive Analytics, Budget & Forecasting.

Solver


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










Check Printing


http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger DD Batch email password protected Direct Deposit Statements to Employees.

MHC Software, Inc.

http://www.mhcsoftwareinc.com 952-882-3341 Document Express Accounts Payable & Payroll MICR Check Printing MICR checks print to blank stock from standard Dynamics output. Ideal for unique customizations- print virtu-ally any data available in Dynamics on checks. Digitized signatures, positive pay, secure remote printing.

Trans-Micro, Inc. http://www.checkfactory.com • 800-749-2335 Check Factory Visual Series v5 for Dynamics GP and SL Check Factory® Visual Series is a MICR check and forms printing software solu-tion designed to completely replace the need to purchase pre-printed checks and forms. Check Factory works inside Dynamics GP and SL.

Collaboration Platform

Higher Logic http://www.higherlogic.com • 202-360-4402 Higher Logic The leading cloud-based commu-nity platform used by organizations worldwide to bring people together in secure communities designed to ignite knowledge sharing, drive content creation and solve problems.

Commissions


Flaum Technologies http://www.CommissionCalc.com 888-962-6667 ext. 24 CommissionCalc The practical way to automate "impos-sible" commission plans.

Red Maple http://www.redmaple.com • 972-980-6963 Red Maple's Advanced Commissions Adv Commissions is flexible and handles complex commissions. Commissions can be calculated based on many criteria and can be paid at invoice, upon pay-ment or periodically. It can be used in SO, Projects, AR & AP.

Compliance

ACOM Solutions, Inc. http://www.acom.com/solutions/ms-dynamics-gpgreat-plains/ • 800-699-5758 Integrated Document Management and Process Automation for Dynamics GP Direct and control the entire lifecycle of your documents and unstructured information, while protecting the in-formation within them & keeping you within compliance mandates.

Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management doc-link electronic document solutions support compliance mandates.

Arbela Technologies http://www.arbelatech.com • 949-291-4777 Arbela Security Manager Arbela Security Manager addresses security creation & mgmt, risk & compli-ancy requirements, & audit preparation with inquires & reports. Focus on your business not your technology needs. Gain from our experience!




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Rockton Software http://www.rocktonsoftware.com 877-476-2586 Auditor Changes happen. Now you have a way to track them all.

Rockton Software http://www.rocktonsoftware.com 877-476-2586 Dynamics GP Toolbox 25 helpful tools in one convenient package? Just when you thought it couldn’t get any better.

Contract/Project Management

Ariett http://www.ariett.com • 781-826-1120

NEW: Enterprise Vendor Contract, Capital Project & Procurement Solution /Azure Cloud/On Premise Workflow, Capital Project/Contract spend tracking, Budget Reporting.

Cost Accounting


http://www.crgroup.com/costallocator 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

BGE, Inc. http://www.bgeinc.net • 877-656-8800 Green (Account) Payable Most secure account payable via EFT, Multi-level approval, remittance info, email notification, capable of differ-ent EFT format for different vendors, Support JPM, Wells Fargo, European SEPA, seamless GP integration

ChargeLogic http://www.chargelogic.com • 877-292-2520 ChargeLogic Payments Leading PCI validated credit card & payment processing solution for NAV.

Integrated Software, Inc. http://www.isiusa.com • 321-984-1986 Check Processing Electronic Check Processing integrated with SOP and Cash Receipts.

Integrated Software, Inc. http://www.isiusa.com • 321-984-1986 Credit Card Authorization PCI validated. Token-based system eliminates need to store sensitive credit card data. Handles all your credit card processing needs. Seamlessly integrated with Sales Order Processing and Cash Receipts.

k-eCommerce http://www.k-eCommerce.com 855-k-eCommerce KloudPay Secure, PCI Certified ACH/credit card solution with batch processing and ability to store sensitive data off site with tokenization.

Nodus Technologies, Inc. http://www.nodus.com/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.

Red Maple http://www.redmaple.com • 972-980-6963 Red Maple's Advanced Credit Cards for Retail Adv. CC for Retail allows you to process credit cards in retail environments and directly integrate into AX. PCI validated CC solution native to AX. Red Maple has many processor options for CC for Retail.

Red Maple http://www.redmaple.com • 972-980-6963 Red Maple's Advanced Credit Cards PCI validated CC solution native to AX and Retail for AX. We integrate to 13+ processors. Take payments in SO, AR or Projects. Tokenization is available. Process CC in multiple countries. Handle complex transactions.

Customer Relationship Management

AbleBridge http://www.ablebridge.com/products-project-management.htm • 877-600-2253 Project Management for Microsoft Dynamics CRM Easy to use Project Management inte-grated with Microsoft Dynamics CRM.

AbleBridge http://www.ablebridge.com/editable-crm-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.


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.

Data Integration

Admiral Consulting Group http://www.admiral-west.com/solutions_activeconnect.html • 866-794-1275 ext. 101 ActiveConnect Integrate data from your website, SQL Server, ODBC, or Excel up to 20x faster and more easily than with Integration Manager, for less cost. Also send data directly from Excel to Dynamics with a click of a button.

eBridge Connections

http://www.ebridgeconnections.com 800-755-6921 eBridge Integration Solution The leading cloud integration platform for EDI, eCommerce & CRM systems.

Encore Business Solutions http://www.encorebusiness.com 888-898-4330 ext. 336 Project Tracking with Advanced Analytics Streamline your COA’s. Record & report rev, expense & profit by proj; against budgets; over multiple yrs. Great alternate to GP Proj. Acctg.

Data Management

Corporate Renaissance Group http://www.crgroup.com/changer 613-232-4295

NEW: CRG Changer Quickly & easily change, merge & combine your codes & data in GP. Changer is trusted by thousands of organizations, supports 3rd party tables & is completely flexible - ensuring GP operates at optimum efficiency.


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, com-plete company & contact data. Do it automatically or with one-click sync.

Distribution




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KTL Solutions, Inc. http://www.ktlsolutions.com • 866-960-0001 KTL SOP Advanced Distribution Allows you to dynamically define where each segment of the account comes from either the customer, vendor item, system, static, or payment terms.





Document Management







Esker Inc http://www.esker.com • 800-368-5283 Document Process Automation Addressing processes like accounts payable, accounts receivable, and sales order processing, Esker solutions enable companies to automate the reception, processing and sending of documents with one platform.

Greenshades Software http://www.greenshades.com 888-255-3815 ext. 2 Greenshades Online Employee Services Streamline your HR processes. Our Employee Services module makes benefit sign-up easy and our web based portal eliminates the need to print employee documents and paystubs.



Lexmark Enterprise Software https://www.perceptivesoftware.com/products/perceptive-interact/application-integration/microsoft-dynamics-ax.html • 800-941-7460 Perceptive Software Interact for Microsoft Dynamics AX from Lexmark 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 customer-

defined folder hierarchy.





MHC Software, Inc.

http://www.mhcsoftwareinc.com 952-882-3341 MHC Image Express Electronically archive vendor invoices, HRdocs, POs & more. Automated docu-ment entry. Retrieve documents from Dynamics screens or web browser. Retrieve related documents with a single click. Workflow & Report imaging


E-commerce

Avalara, Inc.


ChargeLogic http://www.chargelogic.com • 877-292-2520 ChargeLogic Connect Easy ecommerce integration w/ NAV. PCI-compliant cloud payment solution.

Clarity Ventures

http://www.partnerchannelclarity.com 800-928-8160 Clarity eCommerce Fully custom, scalable enterprise eCom-merce integrated with Dynamics for the best possible digital experience. Built in customized reporting, SEO, busi-ness intelligence and comprehensive administration features.

eBridge Connections

http://www.ebridgeconnections.com 800-755-6921 eBridge for eCommerce Cloud integration with 20+ eCommerce platforms eg. Magento, Amazon, eBay

k-eCommerce http://www.k-eCommerce.com 855-k-eCommerce k-eCommerce 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.

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.

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Nodus Technologies, Inc. http://www.nodus.com/estore_solution_stack.html • 909-482-4701 eStore Solution Stack Go beyond a simple shopping cart with our feature-rich, automated and fully integrated ecommerce solution. PCI Certified, B2B, B2C and Sales Portal with Responsive web designs to support all screen sizes.




Vertex SMB http://www.VertexSMB.com/TheList 855-221-5885 Vertex SMB Sales & use tax automation with pay-as-you-go pricing and PDF returns.

EDI

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.



eBridge Connections

http://www.ebridgeconnections.com 800-755-6921 eBridge for EDI Cloud EDI solution, no transaction fees, 1000+ trading partners.

HighJump Software


Lanham Associates® http://www.lanhamassoc.com 678-379-4200 ext. 105 ACE - Advanced Commerce ERP EDI, ASN, Shipping, Carrier Manifest, Labels, Barcoding, TP Compliance, WMS, Forecasting & Replenishment. Best of breed built inside NAV replac-ing 7 disparate solutions. Seamless simplicity. 110,000+ users worldwide.

Lanham Associates® http://www.lanhamassoc.com 678-379-4200 ext. 105 EDI VAN Let Lanham be your one stop for EDI. Van, maps, managed services. We won’t lock you in. Full function, fair price. Lower cost of ownership.

Lanham Associates® http://www.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.


Scalable Data Systems 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

ACOM Solutions, Inc. http://www.acom.com/solutions/ms-dynamics-gpgreat-plains/ • 800-699-5758 Integrated Document Management and Process Automation Automatically capture, route, deliver, archive and securely access information directly from Dynamics GP screens and via Web Browser.





Rockton Software http://www.rocktonsoftware.com 877-476-2586 Dynamics Report Manager Rockton has made reporting so fast & easy, you’ll want to send us flowers.

Equipment Maintenance



Expense Solutions

Ariett http://www.ariett.com • 781-826-1120 Enterprise Travel & Expense Reporting Solution/Azure Cloud/On Premise Personal & Corporate CC, Travel, Currency, Track Mileage, Any Device.


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.


Systems http://spendwise.ly/eRequester-EM 206-256-0771 ext. 123 eRequester | EM Use eRequester Travel & Expense Management to automate and expedite expense processing. Improve visibility over discretionary spending.

Gorilla Expense

http://www.gorillaexpense.com 877-973-6737 Gorilla Expense The Gorilla Expense T&E solution includes mobile apps, purchase card & corpo-rate credit card reconciliation, project accounting expenses, multi-currency, VAT/GST capture & robust integration with GP, NAV, AX & SL.

Joesoftware Inc. http://www.joesoftware.com • 780-990-0220 Spencer Easy, configurable, web-based ex-pense tracking system. Seamlessly drive Payables or Project Accounting. Credit card integration, workflow, multi-currency, VAT support, electronic receipts and more.


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http://www.paramounttechnologies.com 800-725-4408 WorkPlace Expense Web-based Travel Request and Expense entry. Mobile expense and receipt capture with integration to AP and Projects.

ReQlogic http://www.reqlogic.com • 734-302-2316 ReQlogic Expense Management ReQlogic’s Expense Management module enables employees to enter expense reports using a browser or phone interface, or Import expense transactions from a bank or credit card account. Real time integration.

Field Service Management

Appolis http://www.appolis.com • 612-343-0404 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

FieldConnect, Inc.

http://www.fieldconnect.com • 949-428-1540 FieldConnect Mobile Workforce Solutions FieldConnect produces web-enabled tools for mobile field service automa-tion. Work orders, timesheets, dispatch boards, quoting tools and customer portals integrate directly with Dynamics for maximum efficiency.

Financial Services

ICAN Software Corporation http://www.icansoftware.com • 253-777-0708 Investment Assets Unrealized and realized gains/losses, amortization, interest accruals, track portfolios and percent of ownership by multiple entities.


Fixed Assets

Panatrack, Inc. http://www.panatrack.com • 262-361-4950 PanatrackerGP for Fixed Assets Bar Code data capture extending GP Fixed Asset module to manage assets.

General Ledger

Admiral Consulting Group http://www.admiral-west.com/advancedallocations/index.html 866-794-1275 ext. 101 Advanced Allocations for Dynamics GP You can easily allocate entire depart-ments, perform tiered allocations, and even allocate transactions. Advanced Allocations also allows you to preview allocation entries before committing them to your ledger.

Corporate Renaissance Group http://www.crgroup.com/reformatter 613-232-4295 CRG Re-Formatter CRG Re-Formatter is the only tool currently available to help companies quickly & easily modify the account framework of Microsoft Dynamics GP after the initial installation.

Corporate Renaissance Group http://www.crgroup.com/AATools 613-232-4295 AA Tools for Analytical Accounting Simplify the management of GP Analytical Accounting: AA Backfiller, AA Changer, AA Segment Converter & AA Cubes. Backfill data in AA, change AA codes, convert GL segments to AA dimensions & complete analytics.

Sikich http://www.ExcelIntegrator.com • 260-485-0665 Infinia Integrator GL, AR, AP for AA Copy-Paste-Import transactions with AA codes from Excel to Dynamics.

Sikich http://www.ExcelIntegrator.com • 260-485-0665 Infinia Integrator GL Copy-Paste-Import single or multiple journal entries from Excel to Dynamics.

HR Management


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, suc-cession planning, pay-for-performance, reporting & social feedback.








myStaffingPro http://mystaffingpro.com • 800-939-2462 myStaffingPro Applicant Tracking System Recruiting software to qualify applicants, track jobs, and select hires.



Inter-company Processing

Corporate Renaissance Group http://www.crgroup.com/combiner 613-232-4295 Company Combiner With Company Combiner, multiple companies with the same COA can be combined into a single company. Organizations are able to manage all of the companies setup in Dynamics GP from a single company. Services are avail.

mc² http://www.mc2software.com • 303-872-3000 Advanced Intercompany Transactions Inter- and intra- company solution for GL, PM, RM, POP, PR, BR, and IV.

Sikich http://www.ExcelIntegrator.com 260-485-0665 Infinia Integrator MEM Copy & paste GP intercompany trans-actions or Binary Stream MEM from Excel to GP.

Inventory Enhancement


WilloWare, Inc. http://www.willoware.com 888-339-4556 ext. 1 CompleteCount Controlled cycle counts in GP using stock tags and Excel. Print tags, ensure accuracy, minimize downtime.

Inventory Management


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Lanham Associates® http://www.lanhamassoc.com 678-379-4200 ext. 105 AFP (Advanced Forecasting and Procurement) for Manufacturing Forecasts inventory items as compo-nents or finished goods. Gain control.

Lanham Associates® http://www.lanhamassoc.com 678-379-4200 ext. 105 AFP (Advanced Forecasting and Procurement) for Distribution Best fit forecasting & multi-site replenish-ment with collaboration, promotions, drill-down & multiple rollup views. Unprecedented visibility.


Invoicing Enhancement



DynamicPoint http://www.dynamicpoint.com/products/invoice_automation.aspx • 562-726-4396 SharePoint Invoice Automation Solution Exclusively for Microsoft Dynamics One Time Cost & No Per User Fees. Leverage SharePoint Invoice Automation (AP) Solution at a fraction of alternative solution costs to effectively automate, real-time management of invoice to payment processing.

Encore Business Solutions http://www.encorebusiness.com 888-898-4330 ext. 336 Subscription Billing (formerly called Recurring Contract Billing) Automates & manages cyclical & sub-scription based billings.

k-eCommerce http://www.k-eCommerce.com 855-k-eCommerce Online Bill Pay Bundle View, print and pay invoices by ACH or credit card securely from a website with real time fund recognition.


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.


Job Costing




Labeling

Lanham Associates® http://www.lanhamassoc.com 678-379-4200 ext. 105 E-Ship Label Formatter Formats customized and carrier labels inside the shipping system.

Manufacturing Enhancement




WilloWare, Inc. http://www.willoware.com 888-339-4556 ext. 1 Manufacturing PowerPack A suite of enhancements for GP Manufacturing. Tighter integration and added functionality between GP Core Modules and Manufacturing.

WilloWare, Inc. http://www.willoware.com 888-339-4556 ext. 1 MO Generator MO Generator creates a set of MO's for a parent item and sub-assemblies below the parent, schedules and re-leases Experlogix MO's, and receives and posts MO Receipts.

Mobility


Multi-Entity Management


Occupational Health & Safety

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.

Payables Enhancement



Ariett http://www.ariett.com • 781-826-1120 Enterprise AP Invoice Automation Solution with Document Management/Azure Cloud/On Premise Creates AP Transaction with GL codes & invoice attached for approval.




DynamicPoint http://www.dynamicpoint.com/products/invoice_automation.aspx • 562-726-4396 SharePoint Accounts Payable Automation Solution Exclusively for Microsoft Dynamics One Time Cost & No Per User Fees. Leverage SharePoint Accounts Payable (AP) Solution at a fraction of alternative solution costs to effectively automate, real-time management of invoice to payment processing.

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ICAN Software Corporation http://www.icansoftware.com 253-777-0708 ext. 112 Mass Apply Payables Mass Apply Payables automates the process of applying payments and credit memos against AP vouchers. It also is an integration tool for import-ing vendors, vouchers/credit memos, manual payments, and the apply info.

KTL Solutions, Inc. http://www.ktlsolutions.com • 866-960-0001 KTL FastAP Brings distribution window and pay-ment terms directly to the 1st screen.


http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger EFT Batch email & fax EFT Remittances to Vendors pref. Archive internal copy.

MHC Software, Inc.

http://www.mhcsoftwareinc.com 952-882-3341 Electronic Payment Notifications Email and/or fax remittance advices to vendors rather than printing and mailing. System also can be used for employee reimbursements. Huge cost and time savings. Fast ROI.


http://www.paramounttechnologies.com/Solution_InvoiceAutomation.aspx 800-725-4408 WorkPlace AP Invoice Automation Enforce spend management and ap-provals for PO and non-PO Invoices.


Sikich http://www.ExcelIntegrator.com • 260-485-0665 Infinia Integrator AP Allow users to Copy-Paste-Import AP transactions from Excel to Dynamics.

Trans-Micro, Inc. http://www.checkfactory.com • 800-749-2335 Check Factory Visual Series v5 for Dynamics GP and SL Check Factory® Visual Series is a MICR check and forms printing software solu-tion designed to completely replace the need to purchase pre-printed checks and forms. Check Factory works inside Dynamics GP and SL.

Payroll Enhancement

Aatrix Software, Inc. http://www.aatrix.com/dynamics 800-426-0854 ext. 175 Aatrix State and Federal Payroll Reports Complete eFiling and plain paper printing W-2 & 1099 solution. Unemployment, withholding, & new hire reports for all 50 states are completed automatically from your Microsoft Dynamics GP payroll data ready to eFile.





Greenshades Software http://www.Greenshades.com 888-255-3815 ext. 2 Greenshades Payroll Tax Service Let us handle the hassle of your payroll tax filings. Greenshades helps facilitate payroll tax returns, deadline manage-ment, tax payments, and other reporting requirements.





Joesoftware Inc. http://www.joesoftware.com • 780-990-0220 Payroll Toolbox Over 50 add-ons to enhance CDN and US Payroll; multi-batch processing, vacation audit and more.

KTL Solutions, Inc. http://www.ktlsolutions.com • 866-960-0001 PayStub Viewer A web-based app that provides em-ployees online access to their pay stubs. Employees can be notified through email when their pay stub is available online. Configuration tool allows control to information.

KTL Solutions, Inc. http://www.ktlsolutions.com • 866-960-0001 KTL PR Security Allows you to restrict access to employee info based off of user ID.


http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger DD Batch email password protected Direct Deposit Statements to Employees.

MHC Software, Inc.

http://www.mhcsoftwareinc.com 952-882-3341 Electronic Direct Deposit Delivery Email direct deposits to employees rather than printing/distributing. Password protected PDF attachments are emailed to employee. Fast ROI.





Sikich http://www.ExcelIntegrator.com • 260-485-0665 Infinia Integrator PR Allow users to Copy-Paste-Import Payroll trans from Excel to Dynamics.

Portals

Adxstudio Inc. http://www.adxstudio.com • 800-508-7811 Adxstudio Portals Transforming the customer web experi-ence with Portals for Dynamics CRM.

DynamicPoint http://www.dynamicpoint.com • 562-726-4396 Employee, Vendor & Customer Portals Integrated with Microsoft Dynamics Extend crucial Microsoft Dynamics data with custom SharePoint Portals.



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The Portal Connector http://www.crmportalconnector.com/ 705-726-2966 The Portal Connector for Dynamics CRM It’s easy to use and does not require developers to implement or manage. Just drag and drop to build scalable, secure Portal Solutions!

Procurement Management

Ariett http://www.ariett.com • 781-826-1120 Enterprise ReqNet Procurement Solution/Azure Cloud/On Premise Requisitions, Catalogs, POs, Vendor Contracts, Budgeting & Receiving.

DynamicPoint http://www.dynamicpoint.com • 562-726-4396 SharePoint Procurement Management Solution Exclusively for Microsoft Dynamics One Time Cost and No Per User Fees. Leverage DynamicPoint's SharePoint product at a fraction of alternative solution costs to effectively integrate and streamline the procurement process with Dynamics GP and NAV.


Systems http://spendwise.ly/eRequester-eProcurement 206-256-0771 ext. 123 eRequester eRequester e-procurement is top rated for ease-of-use & time-to-value. Top features: Approval Workflow Engine, PO, RFQ, Punchout, Inventory, & Expense Management. Trusted for over 16 years.

Lanham Associates® http://www.lanhamassoc.com 678-379-4200 ext. 105 AFP (Advanced Forecasting and Procurement) for Distribution Best fit forecasting & multi-site replenish-ment with collaboration, promotions, drill-down & multiple rollup views. Unprecedented visibility.


http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger EFT Batch email & fax EFT Remittances to Vendors pref. Archive internal copy.


http://www.paramounttechnologies.com 800-725-4408 WorkPlace Requisition and Procurement Requisition, PunchOut, Check Request, Budget Compliance, RFQ, PO Generation, Receiving, Invoice Matching & Vendor Contract Compliance.

Red Maple http://www.redmaple.com • 972-980-6963 Red Maple's Purchase Rebates Purchase Rebates tracks your rebates receivable. Rebates can be triggered and calculated on many criteria. Rebates can be calculated per invoice or over time. Promotional rebates can be calculated as well.



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

Scalable Data Systems http://www.scalableax.com • 425-931-9972 Advanced Production Scheduling Review and adjust Production Schedule from the Gantt Chart. Key Features: Dashboard View, Additional sort se-quences, Reroute to alternative work centers.

Productivity

Rockton Software http://www.rocktonsoftware.com 877-476-2586 SmartFill Find information up to 83% faster with Rockton’s quick and easy google-style data search tool.

Project Accounting

Business Computers


Corporate Renaissance Group http://www.crgroup.com/PATools • 613-232-4295 PA Tools for Project Accounting Simplify the management of GP Project Accounting: PA Budget Importer, PA GL Validator & PA Cubes. Avoid data entry errors, facilitate assignments of budgets to cost categories, validate projects & generate analytics.

Encore Business Solutions http://www.encorebusiness.com 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 alter-nate to GP Proj. Acctg.


Purchase Order Processing Enhancement


DynamicPoint http://www.dynamicpoint.com • 562-726-4396 SharePoint Requisition Management Solution Exclusively for Microsoft Dynamics One Time Cost and No Per User Fees. Leverage DynamicPoint's SharePoint Product at a fraction of alternative solution costs to effectively integrate and streamline purchase requisition processing with Dynamics.


Systems http://spendwise.ly/eRequester-PO 206-256-0771 ext. 123 eRequester | PO Web requisitions, approvals, POs, Punchout, budget tracking and more. Powerful spend management tools for improving efficiency & visibility.



http://www.paramounttechnologies.com 800-725-4408 WorkPlace Requisition and Procurement Requisition, PunchOut, Check Request, Budget Compliance, RFQ, PO Generation, Receiving, Invoice Matching & Vendor Contract Compliance.

Red Maple http://www.redmaple.com • 972-980-6963 Red Maple's Purchase Rebates Purchase Rebates tracks your rebates receivable. Rebates can be triggered and calculated on many criteria. Rebates can be calculated per invoice or over time. Promotional rebates can be calculated as well.

WilloWare, Inc. http://www.willoware.com 888-339-4556 ext. 1 Blanket PO Blanket PO adds an unlimited number of control lines to one PO.

Quality Control



Receivables Enhancement


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ICAN Software Corporation http://www.icansoftware.com • 253-777-0708 Mass Apply Receivables Mass apply range of customers & dates with specific apply or auto apply.


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.

Sikich http://www.ExcelIntegrator.com • 260-485-0665 Infinia Integrator AR Allow users to Copy-Paste-Import AR transactions from Excel to Dynamics.

Stanley Stuart 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.

Stanley Stuart Yoffee &

Hendrix, Inc. http://www.ssyh.com/products/ssyh-add-ons/national-accounts/ • 407-660-0059 National Accounts for Microsoft Dynamics SL Easily track & apply payments for customer parent/child relationships.

Reconciliation

Adra 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 BALANCER - Balance Sheet Reconciliation Software BALANCER allows you to replace cum-bersome spreadsheets and error-prone manual tasks with a full real-time overview of the entire balance sheet reconciliation process. Free up time and close faster with BALANCER.

Adra http://www.adra.com • +44 207 868 5171 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.

Gorilla Expense

http://www.gorillaexpense.com • 877-973-6737 Gorilla Expense The Gorilla Expense T&E solution includes mobile apps, purchase card & corpo-rate credit card reconciliation, project accounting expenses, multi-currency, VAT/GST capture & robust integration with GP, NAV, AX & SL.

Reporting

AIM Technologies http://www.aim-technologies.com 888-234-0428 Cash Basis Reporting A fully integrated cash basis reporting module that allows real-time reporting on both cash and accrual accounting basis with no additional keystrokes.




Flexible Solutions http://www.GPReportsViewer.com 212-254-4112 ext. 1 GP Reports Viewer Easily & quickly print/email Crystal/SRS/Excel reports directly from Dynamics GP. Replace existing GP reports, link reports directly to GP and 3rd party windows, pass parameters to reports directly from fields in GP.


KTL Solutions, Inc. http://www.ktlsolutions.com • 866-960-0001 Crystal Converter Converts Crystal Reports to SQL report-ing services RDL.

Prophix Software

http://www.prophix.com • 905-279-8711

NEW: Prophix Leading developer of performance management solutions designed to automate financial and operational processes. High-end functionality with powerful, adaptable solutions built on the Microsoft SQL Server stack.

Rockton Software http://www.rocktonsoftware.com 877-476-2586 Dynamics Report Manager Rockton has made reporting so fast & easy, you’ll want to send us flowers.

Solver


Royalty


EthoTech, Inc. http://www.ethotech.com 678-384-7500 ext. 1 Commission Plan Calculate, pay and track all variable com-pensation, including Sales Commissions, Bonuses, Royalties, Rebates and SPIFFS. Effortlessly create and modify commis-sion plans, and then quickly distribute reports by e-mail.

Sales Order Processing Enhancement




Flexible Solutions http://www.GPReportsViewer.com 212-254-4112 ext. 1 GP Reports Viewer Replace SOP and POP documents with Crystal or SSRS reports. Email SOP and POP documents in PDF using all native Dynamics GP setup.





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Rockton Software http://www.rocktonsoftware.com 877-476-2586 Omni Price Manage nearly every pricing situation you can think of, and a bunch you haven’t.

Sales Tax



Scheduled Maintenance



Security

Arbela Technologies http://www.arbelatech.com • 949-291-4777 Arbela Security Manager Arbela Security Manager addresses security creation & mgmt, risk & compli-ancy requirements, & audit preparation with inquires & reports. Focus on your business not your technology needs. Gain from our experience!

KTL Solutions, Inc. http://www.ktlsolutions.com • 866-960-0001 KTL PR Security Allows you to restrict access to employee info based off of user ID.

Mergetool.com http://www.mergetool.com/easysecurity.html 678-666-2100 NAV Easy Security from Mergetool.com Complete security solution for NAV. Permission Recorder, Role Builder, SOX compliant roles verified for Segregation of Duties. Field Level and Data Security-hide fields on forms and pages, filter data users can see.

Rockton Software http://www.rocktonsoftware.com 877-476-2586 Auditor Changes happen. Now you have a way to track them all.

Rockton Software http://www.rocktonsoftware.com 877-476-2586 Dynamics GP Toolbox 25 helpful tools in one convenient package? Just when you thought it couldn’t get any better.

Shipping/Manifesting


ChargeLogic http://www.chargelogic.com • 877-292-2520 ChargeLogic Shipping Intelligent, easy shipping for NAV. Accurate rate quotes and tracking.

Lanham Associates® http://www.lanhamassoc.com 678-379-4200 ext. 105 E-Ship Seamlessly simple shipping built inside NAV. Ship from sales order thru manifest. Carriers, packing, labeling, intl, BOL, LTL. Automatic ASNs.


Supply Chain Management






HighJump Software






System Enhancement



Tax

Avalara, Inc.




Greenshades Software http://www.Greenshades.com 888-255-3815 ext. 2 Greenshades Payroll Tax Service Let us handle the hassle of your payroll tax filings. Greenshades helps facilitate payroll tax returns, deadline manage-ment, tax payments, and other reporting requirements.

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Kamp-Data, Inc. http://www.kampdata.com • 406-404-2036 DynamicZip Manage & report nationwide sales and use taxes from within GP.

Thomson Reuters http://tax.thomsonreuters.com/DynamicsTax • 888-885-0206



Time and Attendance

Business Computers


DATABASICS, Inc.


Joesoftware Inc. http://www.joesoftware.com • 780-990-0220 Penny Web-based timesheets, employee/manager self-service for CAD payroll.







Travel Expense Management

Gorilla Expense

http://www.gorillaexpense.com • 877-973-6737 Gorilla Expense The Gorilla Expense T&E solution includes mobile apps, purchase card & corpo-rate credit card reconciliation, project accounting expenses, multi-currency, VAT/GST capture & robust integration with GP, NAV, AX & SL.


Warranty and Claims Management

Red Maple http://www.redmaple.com • 972-980-6963 Red Maple's Warranty Management Red Maple Warranty Management allows companies to automatically track the purchase and sales of items from vendor to distributor to end user. Generated claims can be tracked and managed.

Workflow / Notifications




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, work-flow, and integration with Microsoft Dynamics ERP.

DynamicPoint http://www.dynamicpoint.com • 562-726-4396 SharePoint Workflow Solutions that Integrate with Microsoft Dynamics Custom SharePoint workflows integrated with Dynamics GP, NAV and CRM.


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.



MHC Software, Inc.

http://www.mhcsoftwareinc.com 952-882-3341 MHC Workflow Easily route documents needing ap-proval- invoices, HR docs, etc. electroni-cally. Ensures they are not lost, stalled or misplaced.


Red Maple http://www.redmaple.com • 972-980-6963 Red Maple's Advanced 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.

Red Maple http://www.redmaple.com • 972-980-6963 Red Maple's Advanced 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.

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.NET Development


Application Service Provider/Hosting

Myappsanywhere

http://www.myappsanywhere.com 888-636-HOST Premier Cloud Computing Provider Myappsanywhere provides a complete go-to-market integrated cloud solution delivering 99.999% uptime, customiza-tions, no minimums and secure storage in its privately-owned SSAE 16 Type 2 data center facilities.

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!

RoseASP http://www.roseasp.com • 858-794-9403 RoseASP Hosted Microsoft Dynamics on Azure/Private/Hybrid Cloud Solutions. Comprehensive pricing model for SPLA/Subscription Licensing - financially backed uptime guarantee. SSAE-16 data centers, SOX, HIPAA, FDA Compliancy.

WatServ http://www.watserv.com 866-531-2598 ext. 2311 Hosting and Cloud Computing for Microsoft Dynamics ERP and CRM WatServ is one of North America's largest, most experienced providers of Cloud Computing services for Dynamics AX, NAV, GP, SL & CRM.

Business Portal Development

DynamicPoint http://www.dynamicpoint.com • 562-726-4396 Dynamics Business Portal Enhanced with SharePoint Customizations Extend the out-of-box Dynamics Portal with SharePoint Customizations.

Closing Sales

InsideView http://www.insideview.com/microsoft/the-list 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

Data Resolution, LLC

http://www.dataresolution.net • 877-878-9108 ERP Clouds Data Resolution is dedicated to delivering private ERP cloud services branded as the partners brand. We keep all of our cloud customers optimized & working 24 hours a day, worldwide for the last 12 years.

Njevity, Inc. http://www.njevitytogo.com/partner 720-870-9700 NjevityToGo White Label “Dynamics Cloud Business in a Box™” Cloud & Hosting Services for Dynamics Partners Don’t sell THEIR ERP Cloud, sell YOUR ERP Cloud, YOUR Brand. With our Cloud Services Program—YOU own the customer, YOU handle the billing, YOU make BIG $ for the entire contract. WE make YOU look like a Cloud Expert!

RoseASP http://www.mygpcloud.com • 888-794-9401 MyGPcloud myGPcloud is the first on-demand web-based Microsoft Dynamics GP application offered on a monthly subscription, with no setup fees. Start your prospects on myGPcloud with a free 30 day trial in less than 5 mins.

WatServ http://www.watserv.com 866-531-2598 ext. 2311 Hosting and Cloud Computing for Microsoft Dynamics ERP and CRM WatServ is one of North America's largest, most experienced providers of Cloud Computing services for Dynamics AX, NAV, GP, SL & CRM.

Custom Development

KTL Solutions, Inc. http://www.ktlsolutions.com • 866-960-0001 Custom Development We are a certified .Net and Dexterity development group with over 15 years experience. Provide us with your require-ments for a free estimate.




WilloWare, Inc. http://www.willoware.com • 888-339-4556 ext. 2 WilloWare Custom Development Fixed bid customization developed to the same high standards as our popular ISV products, including on-line help and detailed documentation.

Data Services

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, com-plete company & contact data. Do it automatically or with one-click sync.

Dexterity Development

DexPros http://www.dexpros.com • 623-535-9216 Microsoft Dynamics GP Development Professionally designed & developed GP enhancements/integrations/upgrades supported by experienced Dexterity/SQL/.NET/VB developers.


HR & Payroll Implementation & Consulting

Elevate HR, Inc. http://elevate-hr.com/solutions/ • 877-968-4440 Elevate HR Extensions for AX HCM HCM Process Wizards, Approval Flow, Benefits Admin, Global Payroll, etc.

Integrity Data http://www.integrity-data.com 217-732-3737 ext. 0203 Comprehensive HR & Payroll Solutions for Microsoft Dynamics GP Creating great Dynamics® GP HR & Payroll experiences by offering expert consulting, customizations, implementa-tions 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 Custom ERP & CRM Solutions That Streamline Your Business Processes We provide end to end ERP/CRM solu-tions which includes implementation, customization, integration, training and ongoing support. We work closely with ISVs to focus on multiple industries in SMB and Enterprise.

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Managed Services


Marketing Planning & Services

Looking Glass Marketing

http://www.lookingglassmarketing.com 614-453-5927 Cost-effective Marketing Solutions for Microsoft Dynamics Partners Award-winning outsourced marketing services including lead generation, nurture marketing, email marketing, web design/SEO, content development.

The Partner Marketing Group

http://www.thepartnermarketinggroup.com 605-574-9432 Microsoft Approved Vendor for Dynamics & R2R Marketing Consulting From strategic marketing plan develop-ment to the critical daily execution, this Microsoft experienced team can help fill your sales pipeline.

Tornado Marketing, Inc.

http://www.tornado-marketing.com 608-213-0377 Marketing Consulting Tornado Marketing offers high-impact, highly effective marketing consulting. 10+ years in the channel. Websites. SEO. Copywriting.

Member Organizations

ERP Software Blog

http://www.groupbloggers.com • 888-800-0999 ERP Software Blog/CRM Software Blog Group blog sites for VAR/ISV partners to increase SEO, web traffic,leads

OnDemand Trials

RoseASP http://www.goERPcloud.com • 855-ERP-CLOUD ERP Cloud Trials Test drive preconfigured Microsoft Dynamics industry specific demo environments with integrated ISV so-lutions built for the web. goERPcloud trials help users understand the power of Dynamics and the cloud.

Partner Support Service

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.

Sales Tax Management Service

Avalara, Inc.



SharePoint Development

DynamicPoint http://www.dynamicpoint.com • 562-726-4396 Your Source Exclusively for Microsoft Dynamics & SharePoint Integration Portals, Business Automation & Custom Products integrated with Dynamics.

Social Media


http://www.thepartnermarketinggroup.com 732-237-8795 Butterfly Publisher Join Dynamics partners on Butterfly, a publishing & lead capture platform that makes your social, blog & newsletter marketing more effective!

Software Development Consulting


Training


Stratton & Associates, Ltd. http://www.strattonassociates.com 508-497-9638 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


InterDyn BMI http://www.interdynbmi.com • 866-264-3249 InterDyn BMI Microsoft Gold Certified provider of innovative solutions for over 30 years.

Writing/Documentation Services


http://www.thepartnermarketinggroup.com 605-574-9432 Blogs, Case Studies, Infographics, Websites Use 'content marketing' to build your brand and drive prospects into your sales pipeline.

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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.

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

If you have a sales opportunity in process manufacturing, we need to talk.

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

based on experience and client feedback.

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

• Clients can streamline andscale their operations, improveproductivity and increase profits.

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.

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

the partner channel magazine fall 2015

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