the partner channel magazine spring 2015

SPRING 2015www.thepartnerchannel.com

Let’s TalkINDUSTRY

Industry-focused Marketing

IS IT WORTH IT?Far Beyond

THE BUZZ

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contents

A publication dedicated to building a community for Partners

® Magazine

THEPARTNERCHANNEL.COM | SPRING 2015 5

DEPARTMENTSLeadership

14Courageous Teams:

Do You Have What It Takes?

34Far Beyond the Buzz

Sales

18How Going Vertical

Saved My Company

38DevOps…

What?

Marketing

22Industry Marketing –

Is it Worth the Investment?

42Why Campaigns Fail

IN EVERY ISSUE

9Contributors

The Industry Know-How

11On the HomefrontWe’re in the Business

of Serving You

12News

Great Things Happening!

13Events

Mark Your Calendars

48Members Only Corner

Etelligent Solutions, Inc.

50Advertiser Index

Find the Solutions You Need:

Part 1

51The List

Find the Solutions You Need:

Part 2

FEATURES

21Word-A-Ganza

28Tailoring to Unique Industries:

What’s Your Niche?

32ISV Profile

BatchMaster Software

40TPC Caption Contest and Results

47Logo Contest

The Partner Channel® MagazineSpring 2015

PublisherTPC Publishing

Editor-in-ChiefJenny Davis

Copy EditorKate Mund

WritersBethany Foyt

Jasmine McNellis

Jenny Davis

Contributing WritersAdrianne Machina

Cheryl Salazar

Chris Elmore

Pam McGee

Peter Joeckel

Tracy Faleide

Art DirectorShawn Olson

Contributing ArtistsDave Swang

John Holland

Matt Mastrud

Seth Rexilius

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.

SPRING 2015www.thepartnerchannel.com

Let’s TalkINDUSTRY

Industry-focused Marketing

IS IT WORTH IT?Far Beyond

THE BUZZ

On the CoverWhen was the last time you used an actual phone? One with

the curly-cue cord that wraps around your finger so gracefully

during a call. Until the curly-cue becomes an angry mess,

refusing to let you move freely. One that doesn’t flake out if it’s

too windy or you’re in a tunnel. Until you’re pretending to be in

a tunnel. One that doesn’t rely on the Internet or randomly turn

meeting counterparts’ voices into a robotic cadence. Until the

unplanned downtime is a welcome relief. The curly-cue type still

fits in the palm of your hand; it just keeps you more…grounded.

Written by Jenny Davis for The Partner Channel

Cover illustration by Matt Mastrud for The Partner Channel ®.

This label only applies to the text stock.

It’s Convergence time! Wait. How is that even possible? Where does time go? Weren’t we just here

in Atlanta?

If you’re picking up our magazine for the first time: Welcome! Thank you! Subscribe; we’d like to

see you the other three quarters of the year as well. (Check out www.thepartnerchannel.com to get

your free subscription.)

If you’re picking up an extra copy, but faithfully read us throughout the year: Hello, old friend.

You’re looking great!

If you’re reading this at home: We missed you in Atlanta, but you probably went to bed at a reasonable

hour this week.

We decided to tackle industry for this year’s spring issue to see what Partners are doing (check out the

feature on 28), discuss vertical success (check out Chris Elmore’s story on page 18), and contemplate the

marketing aspect: Is industry marketing really worth it (flip to page 22).

As always, thank you to the team. The spring issue comes at a pretty busy time for us, and asking

Convergence to move so that we can slide on our dates just isn’t an option.

Thank you also to our advertisers, participants in The List, and to you, the reader. Whether you’re a

rookie or a veteran, we’re glad to see you here!

Jenny

NOTES

The One About Industry

from The Partner Channel

Email: [email protected]

Twitter: partnerchannel

Facebook: ThePartnerChannel

LinkedIn: company/the-partner-channel


Introducing…Less stress

than a master’s degree

Build camaraderie

with your peers

Immediate impact on your

career

Tap your inner genius

Learn from industry

experts

www.thepartnerchannel.com/the-genius-series

Personal and professional

development for the Partner community

Now accepting applications for the fall 2015 series: Novice Marketers Excel into Geniuses

Learn more and apply online

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.


TRACY FALEIDE

TRACY FALEIDE GAINED 20 YEARS OF EXPERIENCE IN COMMUNICATIONS,

project and team management, planning, and results-based execution by

holding several team and strategy leadership roles at Great Plains Software

and Microsoft. She is a writer and coach, helping clients tell their stories,

establish confidence of purpose, and see things differently.


Facebook: Tfaleide

Twitter: Tracyfaleide

LinkedIn: Tracyfaleide

CHRIS ELMORE

THROUGH REAL-WORLD EXPERIENCE, Chris has gained an invaluable

perspective on automation that has enabled him to develop unique ways to

communicate the need for vision and planning when automating the accounts

payable process. His books, “The 8 Pitfalls of Accounts Payable Automation

for Dynamics Users” (April 2011), and “The Argument to Automate – How

Innovation Can INSPIRE – Not Fire” (April 2012) are the culmination of his

rich experiences. Since 2000, Chris has helped more than 500 companies

transition from a paper-based process to an automated process and has

worked in a variety of roles, including: Help desk support, training, project

management, consulting, product design, QA testing, sales, and strategic

management.


Twitter: Ap_automation

LinkedIn: Apautomation

Blog: www.apautomationnews.com

Google+: google.com/+ChrisElmoreAPAutomation

CHERYL SALAZAR


Twitter: PartnerMktGrp

LinkedIn: Cherylsalazar

Website: www.thepartnermarketinggroup.com

Blog: www.thepartnermarketinggroup.com/blog

WITH OVER 25 YEARS’ EXPERIENCE WORKING WITH and for the Partner

ecosystem and global technology community, Cheryl Salazar specializes

in helping Partners and ISVs develop and execute successful marketing

strategies. Her focus is on those Partners who implement and resell ERP, CRM,

and develop add-on and complementary solutions to Microsoft. Cheryl earned

her Bachelor of Education from the University of Witwatersrand, South Africa.

She is an accredited Safari Guide (yes, really!), a busy mom to two daughters,

and loves to workout at insanely early hours.


HOMEFRONTON THE

Recemtly I had the pleasure of speaking to a collegiate

class at my alma mater, North Dakota State

University. The topic was on how our organization

manages customer relationships, both with Microsoft

Dynamics CRM and in general.

I shared with the students how we managed you,

our beloved subscribers, before we had Microsoft Dynamics CRM.

This may come as no surprise, but before we made you your own spot

in Microsoft Dynamics CRM, you existed in a spreadsheet. Many

spreadsheets, actually. We had one for the magazine, we had one for

events, we had one for advertisers, we had one for The List, we had

one with billing contacts, and we had…too many lists.

One summer we had three interns. We started our intern journey

with the intent to hire just one intern, but we couldn’t decide between

two applicants so we

hired both. A few

weeks later we picked

up another intern, a

jovial guy whose dad

worked in insurance –

and he didn’t want to.

When we thought

about projects that

they could work on,

we went to our lists.

I mean, what better

project could there be

than to validate the

data for thousands of people? (Let that sink in.)

Our trio set out on their merry way, searching the Internet for

updated addresses, calling to see if individuals were still at the same

company (remember when LinkedIn didn’t exist?), and clicking along

at a decent speed.

I was checking in with the insurance son one day, and my eye

wandered to a name I knew…next to a company that wasn’t his

employer…in a city where neither was located.

“Name-withheld-to-protect-the-innocent, have you done any

sorts on this spreadsheet?” I asked. He had. You see where this is

going, right?

Thankfully we had an old version that we could revert back to. We

had handed him our baby, our pride and joy, our livelihood, and one

bad sort killed all that progress.

Soon after, we molded those spreadsheets into a giant list

and worked with our Partner on a Microsoft Dynamics CRM

implementation. It was work, as you well know, but it put us in such

a great, safe, secure, sorting-disaster-averted place.

We’ve been using Microsoft Dynamics CRM for eight years now.

Like you do with your own customers, we use it to keep tabs on you

so that we can continue to provide value to you in your role as a

Partner in the Microsoft Dynamics community.

Speaking of that value, if you flip to page 8, you’ll see that we’re

launching The Genius Series this fall. Think of it as an MBA that

doesn’t take up your evenings, has you work on projects that

impact the success of your efforts within your organization, and

gives you an opportunity to grow personally in your professional

environment. Check out www.thepartnerchannel.com/the-

genius-series to read up on this fall’s curriculum. (And as an aside:

We’ll be offering The Genius (Mini) Series as well, which are

one-off, focused learning opportunities, one of which was hosted

during Convergence this year. Look for a recap on that session in

the summer issue.)

We’re excited to offer something new, fresh, and fun. We hope

you’re excited, too.

After all, we’re in the business of serving you.

SERVING YOUstory by JENNY DAVIS

We’ve been using Microsoft Dynamics CRM

for eight years now. Like you do with your own

customers, we use it to keep tabs on you...

We’re in the Business of


Got news? Share it with us at www.thepartnerchannel.com/magazine under “News,” and we’ll print it in the Summer 2015 issue of the magazine.

Computer Market Research (CMR), a leading

developer of channel management solutions,

has released a 2015 product roadmap for its

web-based marketing automation platform,

MioDatos. The MioDatos platform was

launched early 2014. In addition to offering

core marketing automation capabilities, the

platform is used by channel marketers for

synchronized channel marketing, channel

gamification, and more. “We’re excited for

what 2015 has in store for MioDatos, new

functionality and new opportunities for our

clients,” says David Ring, product manager

of MioDatos (www.miodatos.com). For

more information regarding MioDatos

and the 2015 product roadmap, contact

David at 858-795-1021, ext. 154, or David@

computermarketresearch.com.

Data Masons Software, LLC., a leading

provider of Integrated EDI and XML solutions

for Microsoft Dynamics GP customers,

announced integration of its Vantage Point

EDI solution with Microsoft Dynamics GP

2015. As Microsoft commits to a six-month

product release cycle for Microsoft Dynamics

GP, Data Masons’ announcement highlights

its continued commitment to providing EDI

solutions that integrate from day one with the

latest Microsoft Dynamics releases.

Gorilla Expense is pleased to announce

updated versions of its mobile app that

allow users to submit complete expense

reports from mobile devices (iOS & Android)

NEWS

without having to get in front of a computer.

The new Microsoft Dynamics GP Project

Accounting integration allows accounting

to send expense data to project expense,

which means no more manual keying of

data into Microsoft Dynamics GP. The new

integration with Microsoft Dynamics NAV

includes sending data to purchase journals

and job journals, in addition to general

journals. Gorilla Expense was selected from

several companies by Microsoft at the DEMO

conference for demonstrating travel and

expense product innovation. Learn more

at www.gorillaexpense.com.

The retail landscape is more competitive

than ever – and with a millennial generation

that is two-and-a-half times more likely

than baby boomers to shop online – it is

critical that retailers make their online

businesses more accessible to customers.

That’s why nChannel, the leading provider

of multichannel management software

that simplifies selling for retailers, announced

it has added three market-leading eCommerce

platforms to its growing Connector

Community Network, along with tips to help

retailers make the most of their multichannel

operations in 2015. For tips about managing

the multichannel experience, visit www.

nchannel.com/blog.

Sandler*Kahne Software announces its plan to

operate under a new company name, SK Global

Software, LLC. All Sandler*Kahne Software

employees, along with Plumbline Solutions’

Microsoft Dynamics AX development and

support team, will join forces to form the new

company. SK Global will continue developing

value-add software solutions for the Microsoft

Dynamics community while expanding the

organization’s focus on growth in the global

marketplace. Inquiries regarding this news

or SK Global Software’s value-add software

solutions can be directed to Pressinquiries@

sksoft.com. SK Global Software LLC, will

exhibit under its new banner at Microsoft

Convergence 2015 in Atlanta.

TrinSoft believes all companies and

individuals have a responsibility to improve

their community. TrinSoft also believes every

company can make a difference, whether

community is defined as local towns and

neighborhoods or as the global economy.

In 2014, TrinSoft continued its tradition

of setting aside 10 percent of profits for

donations. Team members submitted

charitable organizations around central

Kentucky and throughout the world for

which they had a passion for the cause or

were personally involved. In addition to the

financial contributions from the software

company, the TrinSoft team dedicates many

hours of service to multiple organizations

throughout central Kentucky. TrinSoft’s

unique program enables team members

to serve in multiple roles for numerous

organizations.

12 SPRING 2015 | THEPARTNERCHANNEL.COM

Upcoming Events? Going somewhere, but it’s

not on the list? Let us know,

and we’ll include it in the next issue! Go to

www.thepartnerchannel.com/magazine

under “Calling All Events!” to submit details.

EVENTS

Microsoft Dynamics AX

Fast TrAX Functional Track

March 23-April 10

Fargo, ND

https://training.partner.microsoft.com

APRIL


Fast TrAX Functional Track

April 27-May 15

Fargo, ND



Fast Functional+Industry

April 27-May 20

Fargo, ND


MAYMicrosoft Dynamics AX

Enterprise Academy L200 Training

May 18-20

Fargo, ND


JUNEMicrosoft Dynamics AX

Fast TrAX Express

June 8-26

Fargo, ND


Microsoft Dynamics AX Financial or

Supply Chain Individual Courses

June 15-19

Fargo, ND



Fast TrAX Developer Track

June 15-July 3

Fargo, ND


Microsoft Dynamics AX Financial or

Supply Chain Individual Courses

June 22-26

Fargo, ND


JULY Microsoft Worldwide

Partner Conference

July 12-16

Orlando, FL

www.digitalwpc.com


SSSSAAAALLLLEEEESSSSLEADERSHIP MMMMAAAARRRRKKKKEEEETTTTIIIINNNNGGGG


story by PAM McGEE | illustration by JOHN HOLLAND

What do teams and courage have in common? Grit. Grit is the subject of a series of studies

conducted by Angela Lee Duckworth, PhD, and published in the Journal of Personality and

Social Psychology (Vol. 92, No. 6) that concludes that such perseverance may be as important

as intelligence in determining a person’s success. “Grit is essential to high achievement,” says

Duckworth (APA, November 2007, Vol 38, No. 10).

After a decade of research with software employees, manufacturing students, healthcare

employees, and non-profit organizations, trends surfaced indicating that teams with grit and courage had a certain

set of characteristics that teams without did not. The research consisted of surveys, focus groups, one-on-one

interviews, and review of secondary literature such as Peter Lencioni’s “The Five Dysfunctions of a Team”, “Working

Virtually” by Trina Hoefling, “The 21 Irrefutable Laws of Leadership” by John Maxwell, “Leading Change” by John

Kotter, and many others. Within my research and secondary research, trends surfaced that indicated that a high

performance team, although not a formula, needed to have – at a minimum – six connected competencies. The

competencies were for all layers of management, with remarkable difference between a high-performing senior

leader team and a front-line volunteer, outside of the scope and breadth of strategic thinking.

Courageous teams are defined as teams that have high productivity, high job satisfaction, high customer

satisfaction, above-average financial results, and high fun. (Some of these items are not always measureable, but

you know it when you see it). Those teams possess the following six characteristics, which come naturally for some

and need to be taught to others so they can be assessed and used for hiring and promotion purposes.

GRITAs defined above, grit is perseverance. The best way to get knowledgeable on grit is to watch Angela

Duckworth’s TED Talk (www.youtube.com/watch?v=H14bBuluwB8) and take the grit assessment (www.sas.upenn.

edu/~duckwort/images/12-item%20Grit%20Scale.05312011.pdf). You can do this as a team and discuss where you

have strengths and weaknesses and make a plan to “get it”.

TRUSTMuch has been written, discussed, debated, and misrepresented about trust, mostly because it can appear

impossible to earn and keep. In my experience with teams, there are three things that build trust: 1. Get to know

each team member personally. 2. Do what you say you are going to do when you say you are going to do it. 3. Put

other people’s needs ahead of yours or at least at the same level as yours. Trust is often destroyed by talking behind

someone’s back, doing only things for personal gain and not necessarily the team, and not being willing to switch

your point of view and do something that you might not entirely believe in. The most critical culprit of low trust is

the violation of emotional trust. Emotional trust is having the appropriate emotion for the situation and consistent

moods on most days of the week. Questions to ask yourself and your team: Do you fly off the handle? Do you expect

more than what is possible, and the team scrambles? Do you passively agree in a meeting and then not support the

decision with actions? Do you get “overly excited”, “punitive”, or “direct”? Do you manage the difficult situations

with respect, kindness, and perspective?

COURAGEOUS

TEAMS:Do You Have What It Takes?


CRITICAL CONVERSATIONSDo you have the bold ability to openly talk to someone about an issue? Do you have the bold ability to be open

when someone wants to talk to you about an issue? Without trust, you can’t have critical conversations. These

conversations are not typically fun, feel-good, quick answers; however, once you get into the practice of having

them, they are often the glue that holds everyone together. Two great resources are “Crucial Conversations: Tools

for Talking When Stakes Are High” by Kerry Patterson and “Nonviolent Communication: A Language of Life”

by Marshall B. Rosenberg. Each company or team should almost have those as required reading, coupled with

facilitated training/dialogue to embed the skill within the culture. Another part of critical conversations is to only

pick a few battles and let the rest roll off your back. We all know it is not about changing the other person, even

though that is what we often want. Can you let it go and live with it? Instead of saying, “They should” or “Why don’t

they?”, can you tell yourself, “I get to handle this situation anyway I want, and I choose to handle it by just letting go.”

TACKLE THE IMPOSSIBLEAlthough little research exists on this capability, my interviews and focus groups revealed that courageous teams

get almost a runner’s high, an adrenalin rush, extra serotonin in their brains, when they are asked to do something

that seems outrageous. The two common denominators between ridiculous and impossible are that impossible was

always connected to customer and leadership support. Leadership support meaning they would prefer success;

however, they would reward failure along the way as long as it denoted progress and healthy risk. Another item

present with “tackling the impossible” was the team’s ability to handle fear. A normal reaction to the unknown, like

a dark alley, flying for the first time, getting married, is a healthy dose of fear. Teams that are courageous talk openly

about the fear without judgment and push each other on when the individual feels like they can’t take one more

step across chasm.

HOLD EACH OTHER PUBLICALLY ACCOUNTABLEThis was a surprise. Literature of the ’80s would recommend that you only have performance conversations in

private, which is only 50 percent true. If the manager only talks about individual performance in private one-on-

one meetings, the team may lose confidence and trust that the manager is not dealing with a performance issue.

On the other hand, if the manager pummels people in meetings, the team will emotionally shut down. The high-

performance, courageous teams had venues – team meetings, project update meetings, document updates, etc. –

where they could hold each other publically accountable. The expectation is upfront communication on deadlines

and if a deadline is expected to be missed. The team leader also helped manage priorities and workload to avoid one

of the four pitfalls of poor performance, which is just simply having too much to do.

RESULTSThe team worked toward results that were measured and analyzed on a frequent basis. Some had fancy systems

such as a balanced scorecard process; others had metrics posted on their office doors or their home intranet (if

virtual). The team had a clear rhythm of the business process, nothing fancy, but it had these components: Company

goals tied to team goals tied to individual goals that were measured and assessed on a regular basis, sometimes

weekly, monthly, but never longer than quarterly.

Courageous teams start with grit and end with results, with a whole lot in the middle. The good news is that

anyone committed to building a courageous team can. It’s not a formula, but rather a mindset, a process, and

commitment.

To learn more about how your company, team, or select individuals can be taught to build courageous teams, contact

Pam McGee at [email protected] or 701-361-9270.


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Saved My CompanyGOING VERTICAL

How


story by CHRIS ELMORE | illustration by DAVE SWANG

I have learned a lot of lessons in my time in business. I feel fortunate to have helped two companies start from

the ground floor during my career. I would like to write about how I did everything the right way, and how

the success of the company I work for today is directly a result of my skills, but that wouldn’t be true. There

is an expression, “I would rather be lucky than smart.” I am a firm believer in that adage, as it is essentially

luck with some splashes of logic that have led me to where I am today. In the 15 years that I have been with

my company, there are three major things that luckily happened right when the company needed them to in

order to create demand in the marketplace for the software we sold: (1) SaaS, (2) Enron, and (3) real estate.

SAAS (SOFTWARE-AS-A-SERVICE)One day I got a call from my brother who said I should look into this “cloud thing”. He told me it was getting really

popular. I then informed him that I had started two cloud companies from the ground floor, and that the second one

was 12 years in operation and going strong. He was a little shocked.

In 2001, creating software that was solely web-based was a very uncommon thing. In retrospect, we were pretty

genius in using this method, but the reality is that it was the least expensive option to create software. Microsoft

wrote a case study on how we were planning to use the software. At the time we didn’t call it “the cloud” or SaaS; we

just referred to it as “on the Internet”. In the early days, the biggest objection that people had to using our software

was the fact that it was Internet-based. We had deep conversations about 128-bit encryption, HTTPS, and password

strategies. Today, we obviously don’t have any of these conversations. We got really lucky, because “the cloud” is now

an everyday term, and it would actually be strange if, as a software company, we didn’t have a web-based solution.

ENRONI recently spoke to a group, which is one of my favorite things to do. I think that my humor is much better in

person than in print, and I apologize for pointing that out right at this moment since you’re reading my article.

However, while I was speaking to the group, a young man who was born the year after I got married (I still can’t

believe he is old enough to be in corporate America) asked what the turning point was for the company. I told

him that Enron was definitely an event that contributed to our success as a company. He told me he remembered

hearing about Enron in grade school (I paused to let the groans and laughter die down). Once Enron, and other

companies, perpetrated their fraud to investors, two senators, Paul Sarbanes and Michael Oxley, created a law to

ensure that investors would be protected from fraud, and that the C-suite couldn’t plead the Fifth. The law they

created requires public companies to have a repeatable process that has tracked and recorded activity in a database

that can be accessed later by accounts payable. By sheer coincidence, that’s exactly how we built our software.

Therefore, companies that purchased our software were automatically Sarbanes-Oxley compliant. So, this was a

major added benefit and solved a business necessity, which really drove our sales. What luck!

REAL ESTATEWe were really lucky with our decision to develop SaaS-based software, and that the software we built would

enable companies to be Sarbanes-Oxley compliant. At the time, it didn’t seem like much of a big deal, but looking

back I can see how it changed and propelled the business. However, those two things were nothing compared

to camping out in a single industry. AvidXchange started out as an online electronic marketplace for real estate

companies; that’s why “Xchange” is in our name. Our first offering was a bid management tool. Our second offering

was electronic purchase orders, so we went to market with our PO and bid management offerings to attract buyers

and suppliers in the commercial and residential real estate space.

We were marginally successful, which was not our goal. We weren’t setting the world on fire, and we only had a

handful of clients. Then, in 2002, one of our clients brought up an excellent point. The client explained that our offering

created a really strange process because they could do their purchase orders electronically but were still sending paper

invoices. The client then asked a question that would forever change the course of our business. He asked our CEO if

we could make an offering that would enable him to send the invoice electronically and match it with the electronic

purchase order. My CEO then asked our client a very important question. He asked him if it would be something that

they would be willing to pay for. The client promptly said, “Yes.” And then our CEO replied, “Well then, we can do it.”

He then drove back to the office and asked, “Can we do it?” As it turns out we could, and we did.

However, that’s not the important part of this story. The idea of accounts payable automation was such a new

one, and I wish I had a screenshot of our first version of the software because it was very basic with no “wow factor”


whatsoever. The feedback we received from our clients helped to mold the offering into what it is today. To ensure that I am

painting the right picture, all of our clients at the time were in real estate, so the feedback was very industry-specific. We

stayed focused on real estate thinking that the offering we were building would only work for real estate. Having a focused

vertical presented us with a targeted strategy and a solid base of potential customers to purchase our software, and they

did. There weren’t any other industries that really caught our attention enough to make us move in any other direction,

but then a strange thing happened. We realized that the problems we were solving were not real estate-specific problems;

rather, they were accounts payable problems. So, we started expanding outside of our vertical. At first we tip-toed into

other industries that were similar, like banking and finance, and then we branched out into a multitude of industries.

THE MORALThe moral of the story is not to highlight how shockingly unorganized my business life has been, but rather to

communicate the importance of evolving to meet the needs of the market. If we had not been open to change,

then we would have failed. If we’d stuck to the electronic marketplace come hell or high water (one of my favorite

southern phrases), then AvidXchange wouldn’t be in business today. However, what we were steadfast about

once we recognized our success with electronic invoicing was the real estate market, even though conventional

wisdom might have led us down a different path. Our initial focus on one vertical helped us to make the most

of our marketing dollars, really understand the nuances of how to speak to the real estate market, and fully

address their problems. A by-product of this approach in the real estate market was a really great grassroots

strategy, because people within the same industry talk and trust other professionals within the same space. Our

initial clients ultimately became our biggest advocates and a critical part of our sales strategy. We have moved

on from real estate and have been servicing other industries for years now, but our start in real estate taught us

the importance of fully understanding the verticals that you are going to sell to. As we have moved into other

verticals, we have done the same level of due diligence that we did for real estate to understand our buyers and

meet them where they are with solutions that solve their business problems that are inherent to their industry,

and moreover, to their job function.

Wish to talk more with Chris about fearing presentations less than death? Contact him at [email protected].


LADIES AND GENTLEMEN, WE HAVE A WINNER! Congratulations to Janus Holzum of New Horizons CLC for

winning our Winter 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.

Batchmaster

Brewery Management

Convergence

Courageous Teams

DevOps

Equipment Rental

Etelligent Solutions

Far Beyond the Buzz

Fixing the Impact Points

Industry

Investment

Is it Worth it

Leadership

Marketing

Mechanical Contracting

Members

Partners

SaaS

Sales

Spring

Tailoring

The Genius Series

Tribal Housing

Vertical

Why Campaigns Fail

L M N T A I L O R I N G C O N V G N I T E K R A M

A T E R S C O U R A G E O U S T E A M S A L S E E

S N Q M T L I A F S N G I A P M A C Y H W A H E C

N E U A B N E L A C I T R E V E R T I C L B O Q H

O R I R N E D S N O I T U L O S I R T E A E U U A

I S P K L E R N T N E M T S E V N I S L C Y S I N

T M M E I A F S T H E G E N I U D S I T I O I P I

U A E T I N G F R E N T R A P N U B M N N N N M C

L B A T C H M A S T E R M E M A S R P E A D G E A

O E N P O I I R E L E A D E R H T E A M H T N N L

S T T S T N S B Q L A P M A C C R W C E C H I T C

T T R L E P I E U E M A R K E E Y E T G E E S R O

N N E N R S N Y I T T N I T L M N R P A M B U E N

E E N I R O V O P E I E C N E G R E V N O C O N T

G M N G E L E N M S H C T T A R T L S A S I H T R

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

L E A I S T T T N O R N A A E N A G E Y U V A L C

L G L R A I S H T I O V R M R A S E D R I E B L T

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

T N A L O V E B E U T R N P H A I I E W E T R A N

E A I V R E N U N L I G O A I L R U L E G M T D G

E M E T S R T Z T O S E C R P S E P A R T N E R S

L D B A T C N Z A S I O P T C A P M I B I S U O H

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

S E R I F I X I N G T H E I M P A C T P O I N T S


LLLLEEEEAAAADDDDEEEERRRRSSSSHHHHIIIIPPPP SSSSAAAALLLLEEEESSSSMARKETING

Industry MarketingIs it Worth the Investment?


story by CHERYL SALAZAR | illustration by MATT MASTRUD

At The Partner Marketing Group, we are asked this question time and again. This article is not

meant to be a definitive guide to industry marketing but offers a few good reasons why you should

invest in it and provides a few pointers to get you started. For those resellers who have already

made the investment, hopefully the tips help you gain better traction in your chosen industry.

According to the Merriam-Webster dictionary, the full definition of industry includes: “1.

diligence in an employment or pursuit; especially: steady or habitual effort. 2. systematic labor

especially for some useful purpose or the creation of something of value.” In line with this definition, committing

yourself to an industry (or two) is going to require systematic effort on behalf of your entire organization in order

for you to be successful at it and recognized for your expertise.

GRASP THE BENEFITSHow can you embrace an industry initiative in a way that is sustainable and repeatable, and that powers future

business growth? Why should you do it?

One of the benefits of focusing on a specific industry is that it has the potential to unlock more profits for you.

Industry prospects look for providers who are able to supply them with end-to-end integrated solutions from the

front office, the back office, hardware provisioning, networking capabilities, and so on. These prospects look for the

single provider who can deliver on all their technology requirements.

Another compelling reason why you should consider an industry focus: You have the potential to expand

beyond borders. Industries across the world face similar challenges. This is an opportunity for you as

a reseller to either partner with a reseller in another country to deliver solutions there, or open

that local office so you can expand. And then you have an excuse to spend your next vacation

in that exotic location (aka “customer onsite”) you’ve always wanted to visit.

UNDERSTAND THE OPPORTUNITYYou may be tempted to bite off more than you can chew by trying to build expertise in

more than one industry at a time. Take a good look at your current customer data – in which

industry(s) do you have the most customers, is there a specific vertical that you’re best at, where

you have the most competent consultants? When piecing together your offering, identify what

prevents you from providing a total solution. Are there ISVs you can partner with to complete your

solution, or do you need to create your own IP?

It is also important to identify who your new competitors are and understand how your solution

competes with theirs. Document how your solution is different and adds value so you can ensure

your prospects understand that, too.

Use the resources that you have on hand to help you compete in this environment. Is your

Microsoft solution more affordable, is there an offer you can entice your prospects with that can

help you gain their attention? Is there a hosting provider that can help you fill in your gaps or help

you deliver part of your solution via the cloud versus on-premises?

BUILD CREDIBILITYOne of the most important exercises you can do is to spend the time understanding the needs

and requirements of your prospects in detail. Start by spending time with some of your loyal

existing clients. Understand the personas who influence their decisions, document their pains,

and understand how they meet their requirements. Remember to reward them for their time,

and don’t forget to ask them for a testimonial and a referral.

Using this information, construct a persona document that captures the nuances of the various

buyer and influencer roles that you have the potential to reach. Understand what the CEO, CFO,

COO, IT buyer, and frustrated end user look for in a solution. Each of these personas is looking for

something different and consumes their information in different formats.

Through the creation of a rich set of content for each of these personas, you create the perception


that your solution is tailored to their needs and appeals on an emotional level. Once you have constructed the

messaging framework, make sure you share it with everyone in your organization. It’s important that everyone who

touches a prospect or services an existing client understands these messages and reinforces them.

UNDERSTAND THE SEGMENTYour prospects won’t take the time to come to you if they don’t know you – you have to take the time to go to

them. It is important to understand where they go to learn about new technologies. Do they conduct web research,

do they belong to associations, how do they consume their information, what tradeshows do they attend and who

goes? Once you have a decent understanding of where your prospects congregate, align your efforts accordingly.

This may seem overwhelming and out of your reach, but if need be, start with the 50- to 100-mile radius of your

office. Dedicated focus and relationship building will get you started. Once you have three of four (or more) clients,

invest more time and money, cast your net wider, and expand your reach. It takes time, it takes years, and it takes

dedication.

ALIGN MARKETING AND SALESYour marketing and sales teams need to be aligned and share their learnings along the way. Gather a small team

together to build your industry message and align your marketing content. Have the sales and implementation team

work together to:

» Map out the total solution.

» Document the process that you go through with prospects.

» Capture the learnings you have from existing customers.

» Share it with the team.

Marketing aligns the messaging and creates offers that map to the discovery, pre-sales, and post-sales process.

Consider how you will support these new clients on an ongoing basis. Will you offer a multi-year support service

or even same-day support? NOTE: Your industry-specific support services could be a key differentiator between

you and your fiercest competitors.

“JustFoodERP was founded when Microsoft

first started discussing that the future was

heading towards truly differentiating yourself

as Partners in the market and delivering real

value. We invested in research early, we won

a few very important customers, and then we

immediately ensured that we started hiring

all new employees from the food industry. If I

were going to offer advice to a Partner looking

at changing from a horizontal to vertical

organization, I would recommend that the first

thing you do is market research. There are so

many industries that are not served well, and

there is a lot of room to serve those markets.

IP now has a large footprint. Customers

purchase our solution because we have about

50 percent food industry-specific functionality

built on top of Microsoft Dynamics. It wasn’t an

easy climb, but I feel confident that we made

the right choice to become vertically focused.”

David Pilz

CEO, JustFoodERP

So many great resources, so many long URLs! Save some time and either scan the QR code or go to www.thepartnerchannel.com/inudustry-marketing-resources to find quick links to the information below.

» Microsoft helps you get started. If you focus on manufacturing,

financial services, public sector, retail, or services, kick off your

initiatives with this content: https://mbs.microsoft.com/partnersource/

northamerica/sales-marketing/campaigns-demand-generation/

advertising-awareness/MSFTDynamicsIndustryLandingPage

» Automate your horizontal efforts by utilizing these resources: https://

mbs.microsoft.com/partnersource/northamerica/sales-marketing/

product-strategy-direction/MSDYN_ERPVolumeinSMBcampaign

» Microsoft works with Microsoft Dynamics-

savvy vendors to build resources for

you to leverage: https://mbs.microsoft.

com/partnersource/northamerica/sales-

marketing/marketing-collateral/messaging-

frameworks/MSB

» Promotions are updated regularly. Use

these to lure your prospects: https://mbs.

microsoft.com/partnersource/northamerica/

pricing-ordering/promotions


ALIGN CONTENTIn a recent survey conducted by The

Partner Marketing Group, 66.7 percent of

respondents stated that at least 50 percent of

the content they create is industry-specific.

That’s a much higher number than we

expected, and we were pleasantly surprised

by it! It clearly shows that marketers in our

industry have adopted the “go vertical”

message to differentiate themselves.

It’s important that your keywords are very

specific to your industry. Understand what

terms your prospects use in their searches,

and make a short list. These keywords

should appear on your website, in your

blogs, image alt+tags, social snippets, and

so on. Keywords help to focus your content

and should be shared with everyone who is

contributing content.

Prospects will figure out soon enough

if you’re credible or not. They may ask for

references or case studies. Ensure that you

have at least one of each handy as you start to

build out your content. Using your messaging

framework and your segment brief, start

by creating one piece of thought leadership

content each quarter for each persona. This

content can be in the form of a SlideShare

presentation, an ebook, or a video. You can

surround each of those pieces with two to

three emails (if you have an opt-in list in

your database), relevant landing pages on

your website to capture contact details, and

social snippets to feed your social properties,

and you can supplement the content with

blogs relevant to your personas. If this seems

too overwhelming, then start with just one

persona and build from there.

When considering content, never forget

that Microsoft has already invested in a

rich set of content that is ready for reuse.

While some of it may seem very horizontal

in nature, you can repurpose it to fit your

requirements.

PINPOINT YOUR BUSINESSThis is an often neglected asset.

Leverage the power of Microsoft and its

web properties. Create a service overview

on Pinpoint (https://pinpoint.microsoft.

com/). Use your keywords within your

write-up and include links to your content,

offers, free trials, and case studies.

DO YOU QUIT THE “HORIZONTAL” BUSINESS?This is another question we are asked all the time. It takes time and an investment to realign

your organization around an industry. You need to do it to grow your business, and of course,

no one wants to walk away from a new client, but shifting focus does mean that you need to

find a different way to address your horizontal business.


Microsoft has made a significant investment in an ERP nurture campaign that you can use for outreach to a

horizontal audience. By automating this outreach, you free up time to focus on your industry initiative. Use their

newly updated nurture campaign as way to address marketing to this audience. Replace relevant pieces within it

with your own content – such as case studies, existing video, slide decks, and so on – to optimize it for your needs.

Focusing on an industry takes time, it takes effort, and it can seem daunting. Breaking it down into building

blocks and engaging the efforts of your entire organization will get you there. Once your foundations have been laid

and you have a regular rhythm in place, you may find that your industry efforts will splinter into a series of micro-

verticals where you find even more opportunity to invest.

Consider the food industry, for example. The food industry is enormous and continues to grow – you have

micro verticals such as organic food producers or vegan food producers. Within that you may have only organic

cheese makers or gluten-free bakeries. The most important thing for you to do is focus, focus, focus before you

expand. Obtain four to five customers in a vertical before you move over to the next one. Look for the one that

has similarities to the vertical you are already in, where your solution can naturally translate because prospects are

experiencing similar challenges.

If you need assistance getting your industry marketing strategy off the ground, or help invigorating the one you already

have, contact Cheryl Salazar ([email protected]) to learn how to reap more rewards from

your industry marketing initiatives and power your business growth. To obtain a copy of The Partner Marketing Group

survey mentioned in this article, email [email protected].


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BREWERY MANAGEMENT

TRIBAL HOUSING

EQUIPMENT RENTAL MANAGEMENT

MECHANICAL CONTRACTING

INDUSTRIESTailoring to Unique

What’s Your Niche?As a Microsoft Dynamics Partner, you’re expected to identify a clear value proposition to set you apart from the rest, and many of you have taken on a unique industry focus to meet those demands. The four Partners in this feature have done just that and are experiencing wonderful success…


BREWERY MANAGEMENT

Randy Smith and Brooke Webb

VicinityBrew

www.vicinitybrew.com

Tagline: “We’re Software Geeks for Beer Freaks”

About VicinityBrew: VicinityBrew is a brewery management solution

for the craft brewing industry. The software ties everything together

from grain to glass, including sales orders, scheduling, capacity

planning, production via logs, quality, and more.

VicinityBrew Group: Vicinity Manufacturing has partnered up with

others to form a group of ISVs known as the VicinityBrew Group:

EthoTech (excise tax and label certification), Panatrack (bar code data

collection), SalesPad (mobile sales), and Njevity (hosting provider).

Vicinity Manufacturing had been in the craft brewery space longer

than they realized, and yet at the time, they didn’t have a craft focus, and

neither did the world. The craft industry picked up speed about four to

five years ago, and Vicinity realized the potential in creating a solution for

these entrepreneurial companies.

Brooke Webb and Randy Smith did their market research and visited

a number of breweries to see exactly how they worked on any given day,

talked to the different roles at the organizations, and got a feel for how

they do business overall.

They realized during this research phase that they had to change their

pricing model and rethink the way they do business to accommodate

this industry. And in order to stay scalable while meeting a price-point

breweries can work with, they had to bring in ISVs with different areas

of expertise. The VicinityBrew group was born and is now made up of

Vicinity Manufacturing, EthoTech, Panatrack, SalesPad, and Njevity, with

everything coordinated through Vicinity.

In addition to changing the pricing and sales model, Vicinity had to

create an entirely new brand to get the attention of this fraternal industry.

“For me it was more a gut-feel to go this direction,” Brooke explains.

“The family and entrepreneurial spirits are very alive at Vicinity, and

it immediately energized me to work with like-minded people in the

brewing industry. I just felt it was a good move for us to make.”

Randy adds, “When we looked at the growth rate of the industry, it made

sense to launch the VicinityBrew brand.” “This is also a very creative group,

and getting them on board with technology is an interesting challenge, so

we knew our go-to-market strategy would have to be unique to them.”

It took about 18 months to get the different ISVs together and fine-tune

the solution while creating a whole new brand along with it. Now, Vicinity

Manufacturing is immersed in the craft brewing industry (work shirts

and all!) and loving it. Randy shares, “We’ve caught this wave of word-of-

mouth, and it’s just insane the amount of business coming in. The demand

has actually outpaced our regular business side.” He continues, “It’s also

very cool and heartwarming to see our clients on the shelf in stores and

bars. Helping them achieve their goals is what it’s all about.”

PASSION AND RESEARCH GO A LONG WAY…

Advice from Brooke: “Find what you’re really passionate about. If you’re

going to launch a new brand and vertical, you better be passionate about it. It’s

no simple task! And don’t make any assumptions about what the consumer

wants. Take time for face-to-face conversations and on-the-ground presence.”

Advice from Randy: “There is a vertical for you. You just have to find

it. Read Geoffrey A. Moore’s books: Inside the Tornado and Crossing the

Chasm to understand the power of vertical. It’s not as complex as you

think once you’ve identified what you’re good at.”

TRIBAL HOUSING

Carol Rogne

DFC Consultants – DFC Property Management

www.dfcconsultants.com/Industries/Tribal.aspx

About DFC Property Management: Integrates

directly with Microsoft Dynamics GP and manages

the rental and work order side of housing authorities

while complying with HUD requirements. This

includes tracking family demographics and income

to calculate the rent for various programs, managing

waiting lists, billing tenants, job costing for costs on

the units, and more.

Twenty five years ago, Carol Rogne started DFC

Consultants and immediately worked with tribal

housing authorities. DFC would help customers set

up Great Plains and implement an entirely different

solution to manage the rental side of things. Then each

month, they would also help them balance the books

since the two solutions wouldn’t speak to each other.

Carol shares, “There is a lot of variation between tribes

and how they set up program requirements, which led

to us doing a lot of custom work every time.”

Each year, the DFC team meets for an entire day to

talk strategy and review the year. During this meeting,

one team member mentioned the struggles with

workarounds for each tribal client, and they decided to

write a software package to fit what was really needed

for this industry.

Getting the software written was no easy task, taking

about two years to complete. After more than 20 years,

it continues to be an evolving solution in order to meet

the changing HUD and industry requirements. Carol

says, “We work closely with our existing clients to gather

input on the features and functionality they want, and we

regularly attend HUD, industry, and national conferences

to keep attuned to changes in the marketplace.”

With a deep focus on the Native American housing,

different tribal opportunities have opened up for DFC

along the way such as gaming, schools, colleges, and

more. “We addressed the tribal challenges so long ago

that we’ve acquired a lot of contacts in the area. It’s the

relationships we’ve made over the years that are most

important to me. “Providing tribes with tools to better

handle their resources is extremely rewarding,” Carol

concludes. “There’s so much poverty, and they really

need to maximize their dollars to take care of their

constituents’ needs.”

NOTICE YOUR STRENGTHS AND FOCUS ON

RELATIONSHIPS

Advice from Carol: “Look at what you’re doing right

now and see what you’re strongest at. It could be writing

a complete package, but it could also be smaller things like

particular skills in BI, great reports to help a specific niche,

and so on. Also, the relationships are so important. Referral

business is the best when you really target. This has been

especially critical in the growth of DFC Consultants.”


EQUIPMENT RENTAL MANAGEMENT

Malcolm Roach

Open Door Technology

www.opendoorrentalsoftware.com

About Open Door Rental Software: This software

integrates directly with Microsoft Dynamics NAV, allowing

rental companies to efficiently rent or sell inventory and/

or fixed assets from multiple locations with extensive

reporting functionality to provide real-time reports on unit

availability, rental history, service schedules, utilization,

and profitability.

Malcolm Roach is a former senior manager with KPMG’s

information systems group who served a stint as an oil and

gas controller in Calgary, Alberta and then founded his own

company, Open Door Technology (ODT) in 1992. He hadn’t

planned to target only oilfield companies, but his background

and location played a huge role, and in Calgary, that vertical

made the most sense.

ODT started writing field ticket systems for oilfield

companies that could be integrated with other third-party

oilfield software. Oilfield companies continually struggle

with connecting the field workers with the office, but ODT

specializes in creating solutions to remove the manual

processes so that accounting and electronic invoicing

systems talk to one another while taking into account the

various operating and regulatory standards of the industry

across North America.

ODT’s work with oilfield naturally expanded into

equipment rentals because oilfield service companies

figured out they didn’t have to own the equipment; the more

cost-effective and easy way is to rent. Malcolm and his team

realized this trend 10 years ago and planned to sign up as a

reseller of an existing rental management software product,

but the Partner channel was disbanded. “We had a choice to

walk away from rentals or to create our own rental solution,

and after three years of building our own IP, we brought

it to the Microsoft Dynamics reseller channel.” Malcolm

continues, “We learned a lot during that initial release and

had to tweak our approach to make it configurable in the

cloud or hosted so that we had the option to sell through

Partners or sell direct.”

Malcolm shares that he and his team always knew there

was potential in this market, but also knew that they had to

make the software broad enough and valuable enough for

rental companies to make it an industry leader. After a lot

of hard work from some great people, ODT is starting to see

the results of that investment.

TRANSFORM AND PAY UP!

Advice from Malcolm: “If you want to go vertical, you need

to develop your own product IP so competitors can’t easily copy

your approach. If it’s just services, anyone else can pick that up.

Don’t take the easy (or cheap) shortcuts, but be prepared that it

will be the most expensive thing you’ll ever do. If you can’t make

a transformational product that transforms people’s businesses,

you better rethink what you’re doing.”IND

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Phone: (406) 404-2036

www.KampData.com

Coast to Coast Sales Tax Solution

For rights to photos seewww.creativecommons.org/licenses/by/2.5/

Since 1993

photo by Beverly & Pack photo by The Knowles Galleryphoto by sskennelphoto by jimmyharris

Jonathan Taub

FIELDBOSS

www.fieldboss.com

About FIELDBOSS: FIELDBOSS

works with Microsoft Dynamics

CRM and Microsoft Dynamics

GP, adding service functionality

specifically designed for elevator

or HVAC contractors such as

equipment tracking, preventive

maintenance, project tracking, and

scheduling field staff.

Jonathan Taub, owner of Rimrock

Corporation, a Microsoft Dynamics

GP and Microsoft Dynamics CRM

Gold Partner, knew vertical was

the way to go for their business, but

instead of falling into a certain niche,

they started from scratch and did

their homework.

“We did an extensive market

analysis and crunched numbers like

crazy for about a year,” Jonathan

says. “We factored in market size,

competitors, industry economics, and

business cycles of certain industries,

along with existing technologies and

systems in place. You name it, we

analyzed it.”

Jonathan and his team eventually

found an industry where processes

were difficult to streamline and

ultimately in a lot of pain. “Mechanical

contracting is an ugly, complicated

business, but we saw potential to help

them. Gaining a deep understanding

of the significant barriers to entry

in this industry also made us realize

the competitive advantage we would

have over other Partners.”

After three years of getting

the solutions up and running,

establishing a whole new marketing

and sales strategy, and starting with

zero clients, FIELDBOSS is now

growing rapidly, and Jonathan and his

team aren’t looking back. “From the

beginning, we’ve worked off a new

economic business model, and have

never had any doubts in our minds

that this is what we needed to do,”

Jonathan shares.

It’s also been an extremely fun

learning experience for everyone

involved on Jonathan’s team.

“Learning this industry is definitely the best part. There are so many intricacies of these

verticals, and the business impact we can and are making is both fun and rewarding to see

on a daily basis.”

DO YOUR HOMEWORK!

Advice from Jonathan: “We didn’t just get lucky. We did a huge amount of research and

analysis. Make sure to do a complete market, business, and capital analysis. You need a very

detailed business plan and strong leadership to make it come together. Marketing, sales,

implementation, support, development, and administration all need to be solid or you’re

going to have a very tough time or not get there at all.”

MECHANICAL CONTRACTING


ISV PROFILE

COMPANY

BatchMaster Software

INTERVIEWEE

Mark Richards,

director of sales, U.S. and Canada

WEBSITE

www.batchmaster.com

HEADQUARTERS

Laguna Hills, California

PHONE

949-583-1646

EMAIL

[email protected]

ESTABLISHED

1985

The Partner Channel (TPC): How and when did BatchMaster Software start out on the path of providing the process manufacturing industry with enterprise resource planning (ERP) solutions?Mark Richards (MR): BatchMaster Software has

been in business for 30 years, providing software

to the process manufacturing industry across

various product lines. The company started out

by working with the research and development

departments of paint manufacturers on their

formulation and lab calculation requirements.

Each year, the BatchMaster product grew in

functionality and in the industries that we support

such as food, chemicals, personal care products,

and nutraceuticals, until it became a full ERP solution for process manufacturers.

About six to seven years ago, Microsoft encouraged us to provide a process

manufacturing solution specifically for Microsoft Dynamics GP. We then developed

BatchMaster for Microsoft Dynamics GP, embedded inside of and written to the

same Microsoft SQL tables and master files of Microsoft Dynamics GP.

TPC: What made BatchMaster target the process manufacturing industry from the get-go?MR: When material safety data sheets (MSDS) were mandated from OSHA in

the mid ’80s, there became a need for manufacturers that used chemical materials

within their finished goods to easily and quickly be able to generate MSDS info. One

of our business principals had a degree in computer science, and he wrote a program

for formula management, performing laboratory calculations and generating MSDS

info. This expanded over the years to other formula- or recipe-based manufacturing

environments since they all had the need for laboratory calculations for either the

chemicals or the nutritional aspects of the raw materials. BatchMaster then found a

niche market in this underserved community of manufacturers. No other software

solution was able to tie formula/recipe management and the batch production

process together with extremely accurate inventory management and the ability

to provide compliance reports. BatchMaster then became known in the process

manufacturing industry as a solution provider for this market.

TPC: What do process manufacturers love most about using your software?MR: BatchMaster is a complete manufacturing solution that’s designed for formula-

or recipe-based manufacturers. Most other ERP products use bill of materials

(BOM) in a protracted manner to do process manufacturing, but we offer a full

formulation and a laboratory module at the heart of our ERP system, which is key

to process manufacturing facilities. With the formulation module, we are tracking

each and every raw material within that formula, making such things as inventory

management, lot tracking, and batch production costing, extremely accurate. With

more than a dozen manufacturing feature sets, end users can meet FDA compliance

with ease and have a better handle on control, safety, and other government

regulations. These pain points alone drive at least 70 percent of our sales.

Mark Richards

CUSTOMER TESTIMONIAL

“BatchMaster has become

essential to our business to

comprehensively maintain our

formulations and greatly simplify

lot tracking. We also appreciate

the relationship we have with

BatchMaster Software Inc. and

their level of commitment to our

business and industry.”

Moussena Kermasha,

projects coordinator at New Roots Herbal


Our software is also embedded right inside of Microsoft Dynamics GP. As

Partners know, users prefer not to have two products to maintain. With BatchMaster

Manufacturing for Microsoft Dynamics GP, they get one login, and they’re working

seamlessly within both the Microsoft Dynamics GP and BatchMaster Manufacturing

environment, and they are still able to take advantage of all the strengths the

Microsoft Dynamics GP offers.

TPC: This issue is all about industry. What’s your favorite part about serving process manufacturers? MR: It’s a very vertical market, as you can imagine. Process manufacturing

encompasses a great many different types of companies, including bakeries, food,

beverage, pharmaceutical and nutraceutical, cosmetic, chemical companies, and so

much more. We offer various renditions of our solution architected to those specific

verticals. I strongly believe in selling a vertical product that meets very specific

needs of the users, just as Microsoft emphasizes as well.

TPC: Out of all the verticals within process manufacturing, what’s one very unique niche that BatchMaster does especially well in and why?MR: Nutraceuticals is an interesting niche. Such companies manufacture diet pills and

nutritional supplements. Even though they are not as regulated as pharmaceuticals,

they have to implement strict ingredient controls and specifications, such as tracking

allergen rollups, potency, capsule shapes and sizes, and even certificates of analysis

or organic certificates. BatchMaster provides that level of electronic tracking and

approvals that streamlines the overall production, marketing, and sale of the end

product.

TPC: What is the most challenging aspect of serving the process manufacturing industry?MR: The process manufacturing group is a cautious and conservative bunch. Most

manufactures, in general, tend to be older and more established and are coming off

DOS systems. So, introducing newer concepts like the cloud can be a very difficult

discussion that not many are ready to try out just yet. That said, we believe that more

than 50 percent of our new business will come from our hosted solutions over the

next three years.

TPC: How do you work with other Microsoft Dynamics Partners?MR: We approach this very much as a channel sale and work with many of the

Microsoft Dynamics GP Partners. We have sold directly to end-users, but only when

they come to us. If that happens, our first question is, “Do you have a Partner?”, as we

feel that will get them on the right track all around.

TPC: What do you like most about the Microsoft Dynamics Partner community?MR: I’ve been in the Microsoft Dynamics Partner community for 25 years and

believe it’s a very unique group unlike any other. The close comradery is strong, and

I love seeing people who I have known for more than 20 years at Partner events. I

also appreciate that some of the people in the community still focus on bringing a

human element and very professional work ethic to software/solution sales process,

something that isn’t so apparent in other software channels.

With BatchMaster

Manufacturing for

Microsoft Dynamics

GP, they get one

login, and they’re

working seamlessly

within both the

Microsoft Dynamics

GP and BatchMaster

Manufacturing

environment, and they

are still able to take

advantage of

all the strengths

the Microsoft

Dynamics GP offers.


SSSSAAAALLLLEEEESSSSLEADERSHIP MMMMAAAARRRRKKKKEEEETTTTIIIINNNNGGGG

How creating personas drives empathy and results

BUZZFar Beyond the


story by TRACY FALEIDE | illustration by JOHN HOLLAND

With a few exceptions, like my mother who still believes Bill Gates is giving away all his money,

consumers these days can spot a buzzword from miles away. They sense when we marketers

don’t really know them. They know when we are talking at them versus with them. To ensure

your industry marketing efforts really hit the mark, you need to go far beyond the buzz by

establishing deep empathy – not just with decision-makers, but with the people across their

organizations who will recommend, adopt, use, and ultimately benefit from your product.

Don’t worry. You’re not going to need a big-budget, big-fuss research study. Instead, you’re simply going to need

to talk to people. The right people.

FIRST, LIST THE PEOPLE WHO USE OR ARE AFFECTED BY YOUR PRODUCTS.

In each of your highest-priority target industries, you already know the decision-makers – those who ultimately

write checks for your products and services. Now, go beyond that group to their project and team leaders. They’re

the ones who typically drive the implementation, adoption, and ongoing use of your product. Now think about

people on their teams who use your product or consume information it generates on a day-to-day basis. These are

the service reps, salespeople, data entry, inventory, and operations specialists on the front lines. List these roles and

categorize them into logical groupings.

NOW, TALK TO AS MANY OF THEM AS YOU CAN. This is when you get your whole company involved in finding people amongst their networks of friends and

family members who do those kinds of jobs in the industry you’re targeting. Another way to find these individuals

is through LinkedIn groups. Equip everyone with a simple set of questions designed to help them quickly capture

basic demographic, techno-graphic, and psychographic data about a cross-section of roles – from the front line to

the boardroom.

TIPS:

» Keep the number of questions below 20 to ensure these interviews can be completed within 30

minutes, including the introductory and closing comments.

» Aim for conducting as many interviews as you can within a brief timespan (three to four weeks) to

keep the focus and energy high.

» Ask everyone to use the same template for capturing notes to make them easier to analyze.

Ask about the tasks and situations that frustrate, challenge, and inspire. Ask about the ways these people like

to learn new things. Ask them about the publications and blogs they read, as well as the online communities they

keep up with. Ask them what they wish they could change right now about their jobs and/or the processes they use.

Ask them what trends in their industry intrigue or worry them. Ask them what they do in their spare time. Most

importantly, ask them if they’d be interested in reviewing future plans, designs, or articles being developed at your

company. You’ll be surprised how many say yes.

People love to be given the opportunity to share their expertise. It makes them feel valued and even

wise. They’ll remember it. And they’ll remember you and your company.

NEXT, ANALYZE THE RESULTS TO FIND PATTERNS. Assign a small group of people from different parts of your company – especially marketing, engineering, and

services – to go through all the results and identify patterns based on the type of work your interviewees do, how

they’re impacted by your products, or their level of influence. There’s no magic formula for this. Your team will

know the patterns and groupings when they see them. These will become your “persona categories.”

DEFINITION TIME:

Personas are fictional characters created to represent the different types of people who use your

products. They are personal, memorable reminders your team members will use to guide their decisions

on strategies, product designs, marketing campaigns, and so on.


FROM PERSONA CATEGORIES, SELECT A SMALL NUMBER OF REPRESENTATIVE PERSONAS.

Now for the fun part – bringing to life a small number of characters who best represent an entire category of roles

impacted by your products. Resist the urge to create personas for every single role that might use or be impacted by

your products. The result will be too many names and needs to remember, and your efforts to create deep empathy

will be diminished. Keep the number of representative personas manageable; around six is a good guideline.

The small team who analyzed the interviews should lead this effort. Encourage them to engage the whole

company in fun naming or unveiling events. Also encourage them to find real people (again, among friends and

family networks) willing to lend their images as persona models. Putting faces on the needs and attitudes of your

users will drive the greatest impact.

FINALLY, BE CREATIVE AND PERSISTENT IN LEVERAGING YOUR NEW PERSONAS.

Just by going through the effort to list roles and conduct interviews, you’ll significantly raise the level of

understanding across your company of influencers in your target industry. During the interviews, your team

members will hear firsthand the language these influencers use. They’ll get a much better understanding of the pain

points they face, the things that keep them awake at night, and the things they are excited about. This knowledge will

dramatically improve the impact of your company’s communications to this audience. Instead of being theoretical,

you’ll be real. Instead of using buzzwords, you’ll use genuine, relatable language.

You should also consider using your personas externally on your company’s website, in presentations, and in marketing

materials. They’ll help your audiences more quickly find and remember information most helpful to them. Keep their

names and faces in the forefront internally by creating posters, cardboard standees, photo blocks, screen savers, and

stickers. Use personas in your onboarding, performance management, and communication systems. Encourage your

company’s leaders and managers to mention them often by using them to categorize initiatives and feedback.

Just like all of us, personas thrive when they’re remembered, and especially when they make a difference.


Community, Competency & Advocacy

Learn more at www.dynamicpartnerconnections.com

reIMAGINE 2015Dynamics GP Partners

SAVE THE DATE - September 21 - 23, 2015#reIMAGINE2015

EducationalWebinars

Unlimited access to over100 webinars annually

SL 2015 Readiness

reIMAGINE Encore

AX Technical Expert Series

GP 2015 Launch Series

Upcoming Webinar Highlights:

New Community Website-Expand your network using the Member Directory-Ask questions 24/7 in the Discussion Forum-Access recorded content on demand-Browse upcoming webinars or filter by topic of interest

Content Library

A variety of partner-specific resources,including recordings and presentationdecks of past webinars

Exclusive Partner Events PreGAME in conjunction with

Convergence - March 5, 2015

The Partner Connections Event

Give Back to the CommunityBe seen and recognized as a thought leader in the partner community by leading sessions and speaking at events.

Experience tells us that sharing knowledge and ideas, success and challenges, in an open and productive manner helps individual members and the entire ecosystem to grow and prosper. Check out the webinar schedule, recordings library, and upcoming conferences for topics that are important to you, and get involved today.

Membership is open to all Microsoft Dynamics partners and does not carry any membership fees. Members benefit from opportunities to increase the skills and professionalism of their entire organization: consultants, developers, project managers, leaders, and sales and marketing professionals.

Connect Today!

AX CRM GP NAV SL

MMMMAAAARRRRKKKKEEEETTTTIIIINNNNGGGGSALES LLLLEEEEAAAADDDDEEEERRRRSSSSHHHHIIIIPPPP

story by PETER JOECKEL | illustration by MATT MASTRUD

Elevator pitch for the attention-span challenged, Twitter-obsessed generation: DevOps is a unique

opportunity for highly-differentiated business process re-engineering services that has not yet

penetrated the Microsoft Dynamics space.

The president of a major Microsoft Dynamics AX implementation Partner recently pointed

out that the continued emergence of Microsoft Dynamics AX as a challenger to SAP and Oracle

was necessary to challenge their duopoly and give customers a legitimate alternative to their ERP

software offerings. I found that to be a fascinating observation since I have recently become interested in an agile

business concept called DevOps that originated in the world of big business – dominated by SAP and Oracle in the

enterprise ERP space – and have wondered how it could impact the Microsoft Dynamics space.

So what is DevOps? More importantly, how could it be a highly-profitable new business for Microsoft Dynamics

Partners?

DevOps...What?


In short, the term DevOps is the combination of the words “development” and “operations” as they pertain to

departments within organizations. In larger enterprises there is typically a need to have better communication and

cooperation between these departments in terms of how software is modified and deployed. It is a movement based

on the concept that software updates will be released faster and with fewer errors if there is closer cooperation

between DEVelopment and OPerationS in organizations to improve the application development and release cycle.

Quality assurance or QA is often referenced or included in DevOps discussions as being critically involved in the

software release mix.

Let’s look at a perfect example.

An online distribution company constantly has to update its website to be competitive in a world where giants

like Amazon and the brand-specific websites of large retailers such as Best Buy dominate. In this environment it is

critical to be nimble to take advantage of niche opportunities that the giants are too slow to respond to. As a result,

continuous fine-tuning and major changes to the website are constantly demanded by operations folks.

These requirements get “tossed over the fence” to the development team to be delivered ASAP!

In the developers’ cocoon, the change requests come fast and furious, and typically every single one appears to

be an emergency. This situation can lead to considerable tension between the development and operations teams,

particularly when there is limited communication between the groups. In addition to the tension, there can be a

dramatic loss in productivity due to this tension.

The concepts around DevOps developed in larger organizations as they recognized a need to improve processes,

communication, and toolsets between operational and development departments with a goal of getting “good” code

developed and implemented faster and more efficiently.

DevOps has reached a level of credibility or “mass” by being mentioned by Gartner as a “Top 10 Strategic

Technology Trend for 2014”. To a large degree, DevOps is still a “buzzword” that is poorly understood and often

used to define a wide and disparate group of ideas and tools. This creates opportunities for “first movers” in the

space.

Built around this movement are various thoughts, processes, and toolsets intended to facilitate the cooperation

between development and operation departments. To start on the road to a better understanding, check out these

resources and DevOps tools:

» www.rackspace.com/devops – A fantastic video describing what DevOps is for the novice or non-technical

individual.

» www.zeroturnaround.com – Revolutionary tools for developing quality software faster.

» www.datadoghq.com – A monitoring service for IT, operations, and development teams who write and run

applications at scale and turn the massive amounts of data produced by their apps, tools, and services into

actionable insight.

» www.plutora.com – This brings together everything required to operate a robust and scalable release

management function within your organization.

» www.midvision.com – A leading provider of application release automation software and management

solutions across complex multi-tier environments.

» www.kubisys.com – This automates the creation of development, test, and training environments in a fashion

that is faster, cheaper, and better than traditional VMWare solutions.

» www.devops.com – This is “where the world meets DevOps”.

With Microsoft Dynamics projects becoming more and more prevalent in the ERP and CRM space previously

dominated by Oracle and SAP, the tools and methodologies in the DevOps space present an emerging opportunity

for Partners to add highly-differentiated services.

Peter Joeckel is the president and founder of TurnOnDynamics, a Microsoft Dynamics AX and Microsoft Dynamics

GP Partner that specializes in manufacturing implementations and transitioning clients that have outgrown Microsoft

Dynamics GP to Microsoft Dynamics AX.

Additionally, TurnOnDynamics focuses on the strategic concerns of executives and owners with a unique Dynamic

CFO Service offering. Learn more at www.turnondynamics.com, and reach Peter at [email protected].


Ah, an oldie but a goodie. This photo was taken at The Partner

Event “back in the day.” What would you guess was the story

behind her gesture?

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 RESULTSWinter 2015 Photo Caption

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

Brenner Klenzman of

WilloWare Inc.:

“The Partner Connections

Event: a great place to meet

with people face to face….

yet still text them to avoid that

uncomfortable “talking” thing.”

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

We hope to see you in Atlanta at Microsoft Convergence 2015


LLLLEEEEAAAADDDDEEEERRRRSSSSHHHHIIIIPPPP SSSSAAAALLLLEEEESSSSMARKETING


story by ADRIANNE MACHINA | illustration by SETH REXILIUS

I sometimes wish that marketing was as easy as simple math where 1+1=2. Unfortunately, marketing is

more like algebra where you’re solving for multiple variables at once. Just like solving a math problem or

puzzle, I recommend starting with the easily solvable parts. Once you have those answers, you’ll have more

information to solve the deeper, more complex issues.

A simple marketing campaign has three steps:

» The advertisement or lead-generating activity.

» The landing page where the prospect opts-in to your offer.

» The follow-up until the sales decision is made.

When you have a campaign that’s failing, you want to start your analysis by looking at where the drop-off is

occurring:

» If no one is responding to your ad, then you need to look at your ad.

» If your advertising is driving a ton of traffic to your landing page, but no one is converting into a lead, then your

landing page is the problem.

» If people are going to your landing page and converting into leads – but you’re not getting any sales – you have

a problem with your sales funnel or follow-up strategy.

Now that we are looking in the right place, let’s drill into the next level and focus on the seven impact points that

are the most likely culprits when a campaign fails.

IMPACT POINT 1 PROBLEM: You don’t have a clear target.

SOLUTION: Start creating buyer personas.

I see lots of companies that try to stretch their marketing dollar by making their message as broad as possible.

The problem is that when you try to appeal to everyone, you end up appealing to no one. That’s one of the reasons

why picking an industry vertical is often significantly more effective than general marketing. When you verticalize,

you can speak in industry terms and become a part of their community. A better approach is to use buyer personas

to clearly understand:

» The right marketing messaging that speaks to the buyers’ needs and uses their voice.

» The right marketing channels so you know where your future buyers are hanging out, what they’re reading,

and which conferences they’re attending.

» The right tone/sensibility that will resonate with your market.

WHEN CAMPAIGNS FAIL: Fixing the Impact Points


With that information, you can create multiple ads that are super-specific. Spend per ad will be less, but overall,

the impact will be greater. Knowing where your target market is spending time will also help you focus on the right

channels. Don’t spend a lot of effort marketing on Facebook if your buyers prefer LinkedIn.

IMPACT POINT 2PROBLEM: Your message is weak.

SOLUTION: Focus on the headline.

The three most important components of a compelling ad are the picture, the headline, and the offer. The headline

(or subject line) is the big attention grabber, so it’s where you should spend the majority of your creative energy. As

the story thesis, your headline will shape the rest of your message.

In general, when you are creating an advertisement, remember that:

» Negative outpulls positive.

» Specific outpulls general.

» Unusual outpulls normal.

» Boring gets passed right over.

Make sure that your offer stands out visually. Use high-contrast colors and images. Be 100 percent clear on how

the visitor can fulfill the offer. Use action verbs such as “download, watch, attend”. Make sure your offer matches the

right stage of the buyer’s journey. By that I mean someone who doesn’t know you at all isn’t going to be interested

in a product demo or a free consultation. Start with an offer that requires less of commitment.

IMPACT POINT 3PROBLEM: You’re invisible.

SOLUTION: Spend more time, money, and energy.

A rocket uses most of its fuel at launch. At the beginning of your marketing campaign, it’s going to take quite a

bit of energy to get off the ground. Sometimes the reason no one notices your ad is because it’s hiding in the corner.

No one is clicking to page 10 in the search engines. No one is noticing the tiny ad in a magazine. No one is noticing

the industry blog you write once a month. Make the investment so that you have a functional website, marketing

automation, reporting, and alerts. If you are investing in a vertical, try to “be everywhere” in that industry – at their

events, in their newsfeed, part of their LinkedIn groups. Take time to build your list and nurture your followers.

Marketing is expensive, but not marketing can be even more expensive – especially if you have talented consultants

on the bench burning non-billable hours.

IMPACT POINT 4PROBLEM: You’re sending people to your home page.

SOLUTION: Add landing pages with a thank you page for fulfillment.

According to MarketingSherpa’s Landing Page Handbook (second edition, www.meclabs.com/training/), 44

percent of clicks for B2B companies are directed to the business’s homepage, not a special landing page.

That’s a big mistake. Without a landing page, visitors then have to remember why they clicked onto your website

and hunt for the right content. Often, they’ll just leave without taking any action. There are lots of good, easy

ways to create landing pages today. If your website is run on WordPress, you can download a plugin like “Exclude

Pages” that will remove pages from the main website navigation. There are also stand-alone landing page creators

such as LeadPages and Unbounce. For the more sophisticated marketers, you may want to consider HubSpot or

ClickDimensions, which are marketing automation tools that include functionality to create landing pages.

The landing page should have:

» A strong headline.

» A picture or video.

» Bullet points that tell visitors what they’ll get from the offer.

» Social proof (testimonials or number of downloads).

» A picture of the offer.

» The lead generation form.

Often once visitors submit the landing page form, they’ll immediately be taken to a thank you page. Don’t


neglect this page! Use it as an opportunity

to further boost your credibility and

likeability. Lots of companies are starting

to put videos on their thank you pages.

You can add a second stage offer on this

page. For example, if they opted-in to

download a whitepaper, you could offer a

recorded webinar on the same subject.

IMPACT POINT 5 PROBLEM: You haven’t conveyed

you are trustworthy.

SOLUTION: Show social proof.

People want to do business with people

they trust. When you meet someone in

person, they gauge how trustworthy you

are by how you talk, how you dress, and

who you know. Are you really part of

their circle and community – or are you

a fly-by? Online isn’t much different.

Having a modern-looking website is a

great first step. Then build on that trust

by borrowing credibility from Microsoft.

Use your Partner logo. Share Microsoft

and ISV Partner stories. You can also

show trustworthiness by posting case

studies, testimonials, and reviews. If you

have a strong social presence, showcase

the number of fans or followers you have.

IMPACT POINT 6PROBLEM: You’re not sure what’s

holding you back.

SOLUTION: Test everything you can.

Before I launch a big campaign, I test

every component I can on a small scale.

By changing one (and only one!) variable

in my ads at a time, I can test multiple

headlines and images very affordably using

Facebook Ads or Google AdWords. For

example, I will test ads on Facebook and

then use the results of that test to build

a brochure or a print ad or a tradeshow

teaser, using the headline and image that

drove the best results.

You can also test your websites and

landing pages by using tools like Crazy

Egg, Optimizely, or Visual Website

Optimizer. A client and I ran an A/B test

of her landing page to see if a long page

or short page would convert better. Sure

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!

enough, the heat map (that shows where people look and click) showed us that virtually no

one was scrolling down on the long page. In this case, the shorter version won by a big margin.

But the test also showed us that people were clicking on images that didn’t go anywhere. We

improved layout, and as a result, were able to increase conversions.


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MicrosoftDynamics™

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With current maintenance, Admiral provides installation,

training and support.

Trust Admiral to deliver solutions that will delight your clients.

IMPACT POINT 7 PROBLEM: Leads fall through the cracks.

SOLUTION: Align your sales and marketing teams.

It takes five to 12 touches to convert a visitor into a customer. How are you going to stay in front of your

prospect once they’ve taken the first step? The first step is to map out the buyer’s journey for each persona.

What are your top-of-the-funnel offers? What are your middle-of-the-funnel offers? What offers will you

use to close the sale? Once you have the steps mapped out, sit down with your sales team to discuss when

the handoff from marketing to sales will happen. Will your sales team follow-up on everyone who registered

for the webinar? Or only those who have requested a demo after the webinar? By creating clarity in your

communication, you will not only have a stronger sales pipeline, but you’ll have better morale and teamwork

between sales and marketing.

ENGINEERING YOUR MARKETING SUCCESSWhile it can be discouraging when your marketing doesn’t work, it doesn’t mean there’s anything wrong with

your company, your products, or your services. It only means your marketing needs improvement. Look at what

other people are doing and reverse-engineer it. Identify your impact points. Fix. Test. Measure. Repeat. Don’t give

up too soon. Success takes time.


Paul Cannon of Fisher Technology found the hidden logo in Chris

Elmore’s “I Present to You...Presenting” article on page 22 of the

Winter 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!

MAMAMARKRKRKETETETINININGGGSALES LELELEADADADERERERSHSHSHIPIPIP

I Present to You...

Presenting22 WINTER 2015 | THEPARTNERCHANNEL.COM

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!

Spring 2015 CONTEST

WINTER 2015 Location


MEMBERS ONLYCORNER

Members Only Tips and Tricks Conference CallEvery two months, The Partner Channel hosts a conference call for its members. Each 30-minute call has a specific

focus to help continue the success of your business. Calls take place the third Tuesday of every other month at 11:00

a.m. CT. The call-in number, topic, and presenter information are sent via email prior to the call. Contact Jasmine

McNellis via the information shared below if you would like to participate.

Thank You for Your Membership!Thank you to the many Microsoft Dynamics Partners who have joined The Partner Channel’s Community. For

information on The Partner Channel Membership Program, please contact Jasmine McNellis at 701-526-3531 or

[email protected].

Etelligent Solutions, Inc. helps businesses in a variety of industries improve their

business process and functionality through the use of Microsoft Dynamics ERP and

CRM solutions. The company’s team is comprised of certified professionals including

professional accountants, IT specialists, and support staff who work together to provide

the highest level of implementation, training, and support services. With more than 20

years industry experience and more than 180 clients in western Canada, Etelligent is

proud to maintain a strong partnership with its customers as noted in its high retention

rate. ESI doesn’t just sell software; they build solutions and form relationships.

How do you like to spend your free time during the spring months?

I enjoy downhill skiing and playing basketball with my four boys (ages

17, 15, 13, and 9).

In what ways has your company achieved industry success?One way is by enabling an internal culture of employees who are

personally committed to finding better ways to help businesses

succeed in the distribution, oil and gas, manufacturing, and not-for-

profit industries with the help of Microsoft Dynamics ERP and CRM

software solutions. Rather than offering a generic software solution,

we find out what specific issues each client’s business is facing and

demonstrate how the Microsoft Dynamics product suite can help.

INTERVIEW

How does your company enhance its industry expertise?We have our staff spend dedicated time at conferences and various activities so they are trained in specific

areas to enhance their expertise. This gives our employees the ability to offer more advice to our clients

about running a better business, expertise in integrations, and overall best practices.

What is your company’s action plan for Convergence 2015 Atlanta?We think Convergence is a great place to gain strategic knowledge, so we attend every year and usually

host about 25 clients during the event. Once we are onsite, we have a pre-event gathering that includes

introductions, feedback as to which sessions to attend, what to expect overall, and fun things to do (after-

hours parties, etc.). We make arrangements to meet up at lunch/dinner every day to check in and hear how

things are going, offer feedback, and do a quality check. It’s a very coordinated plan that provides our clients

and staff a wonderful Convergence experience.

What is the most beneficial aspect of The Partner Channel’s membership program for your company and why?

The most beneficial aspect is the opportunity to read the quarterly magazine. I have a library of The Partner

Channel Magazine in my office so I can share the information with our staff. This also allows them to utilize

The List as needed. I always look forward to reading The Partner Channel Magazine and find that the content

is very interesting and current, which makes it very valuable to our company.

Jesse Byam, vice president

Microsoft ERP, CRM, SharePoint


Take the pain out of expenses for

your clients – and add recurring

revenue for your business.

As a Concur Advisor, you can alleviate your clients’ inefficient, outdated methods of expense reporting and invoice processing by bringing them an award-winning mobile solution that connects with Microsoft Dynamics and other popular accounting software.

Become a Concur Advisor today:

concur.com/advisor

2005APRIL» EthoTech Inc.

» Mekorma

» Sherwood Systems

2006MARCH» InterDyn - BMI

2010MARCH» Integrity Data

APRIL» DynamicPoint Inc.

2011MAY» Scribe Software

Congratulations! The following Microsoft Dynamics Partners are celebrating their membership anniversary with The Partner Channel this quarter:


Admiral Consulting Group . . . . . . . . . . . . . . . . . . . . . . .46

Altec. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .25

Business Computers (Time Matrix) . . . . . . . . . . . . . . . .20

Concur. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .49

Corporate Renaissance Group . . . . . . . . . . . . . . . . . . . . . 6

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

Dynamic Communities . . . . . . . . . . . . . . . . . . . . . . . . . .37

Kamp-Data, Inc.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .31

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

Liaison Software Corporation. . . . . . . . . . . . . . . . . . . . .41

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

Njevity, Inc.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .10

NMB Solutions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .50

Nodus Technologies, Inc.. . . . . . . . . . . . . . . . . . . . . . . . .36

Sierra Workforce Solutions . . . . . . . . . . . . . . . . . . . . . . .45

Solver, Inc.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

Sypnio Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .27

The Genius Series . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

Trans-Micro . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .26

TurnOnDynamics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .17

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 52

Horizontal................Page 59

Services...................Page 72

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


Data Masons Software

http://www.datamasons.com • 866-575-1631 Vantage Point EDI for Dynamics Data Masons helps companies lever-age EDI into a competitive advantage by providing tight integration with Dynamics, without customizations.

Chemicals

BatchMaster Software, Inc. http://www.batchmaster.com/dynamics-gp/capabilities.aspx • 949-583-1646 ext. 226 BatchMaster Manufacturing for Microsoft Dynamics GP BMM GP for formula based manufactur-ers is directly embedded within, not integrated to, MS Dynamics GP. Offers R&D Lab, Formulation, Costing, QC, Batch Production, Compliance, Scheduling, Planning, Mobile, and more.

Horizons International

http://www.qualityessentialssuite.com 866-949-9504 ext. 811 Quality Essentials Suite Quality Mgt. System offers decimal preci-sion, cert. of analysis, non-conformance, material holds, reporting, data export. Integrated to Dynamics, Horizons Manufacturing, also non-integrated application avail.

Vicinity Manufacturing

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

Commodity Trades

Scalable Data Systems http://www.scalable.com.au/products/commodity-trading-module • 425-931-9972 Commodity Trading Complete solution for Commodity Trading companies. Key Features: Contracts, Bulk Logistics, Allocations, Risk Management – Position, ForEx, Futures Hedging, Mark to Market Reports, Track Costs and Accruals.

Construction

Perceptive Software https://www.perceptivesoftware.com/products/perceptive-interact/application-integration/microsoft-dynamics-crm.html • 800-941-7460 Perceptive Software Interact for Microsoft Dynamics CRM Perceptive’s fully integrated Interact for Microsoft Dynamics CRM provides better access to information and docu-mentation within CRM. Your staff has visibility into all documents and data associated with accounts.

Consumer Packaged Goods

Business Systems Integrators

http://www.BusinessSysInteg.com 866-871-2097 EDI BSI provides superior EDI solutions for AX & GP, both on-premise & SaaS.



Flintfox International Limited

http://www.flintfox.com • 844-876-4276 TPM for Dynamics Suite Flintfox solutions provide a single, integrated platform to manage all trade promotion activity, from client relationships to the financial execution; streamlining information and managing complex pricing with ease.

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.

RockySoft http://www.RockySoft.com 970-493-0868 ext. 106 Inventory Management and Supply Chain Planning Pack Light Supply Chain Mgmt Suite-Forecasting, Inventory Mgmt, Purchase Order Planning, Vendor Lead Time Mgmt, Retail Store Planning and S&OP.

Total Dynamics Solutions, LLC

http://www.totaldynamicssolutions.com 877-855-8860 CPG Toolkit for Your Entire Organization • NO User/Seat Licensing Costs• Item & Customer Profitability• Multiple Scenario Analysis• Variance Reporting• Top-down/Bottom-up planning by skew, cust, category etc.

Cross Industry Solution

ACOM Solutions, Inc. http://www.acom.com/dynamicsGP 800-347-3638 Integrated Document Management and Process Automation for Dynamics GP Automatically capture, process, route, securely archive and access information directly from Dynamics GP screens.

Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link, Integrated Document Management Capture, workflow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.

Arbela Technologies http://www.arbelatech.com • 949-291-4777 Master Data Centralization For Dynamics AX Arbela's Master Data Centralization for Dynamics AX manages product, customer, vendor, employees, and COA master data and their fields across multiple companies for better shared services. Gain from our experience!

Ariett http://www.ariett.com • 781-826-1120 Enterprise Purchasing & Expense/Azure Cloud/On Premise Requisition, PO/Contract Mgmt., AP Automation, Travel/Expense Reporting.

AssureSign LLC

http://www.assuresign.com • 407-670-0400 AssureSign Electronic Signature Software Integrated cloud or on-premise enterprise class Electronic Signatures.

IndustryIN

DU

STR

Y

Agriculture

Scalable Data Systems http://www.scalable.com.au/products/commodity-trading-module • 425-931-9972 Commodity Trading Complete solution for Commodity Trading companies. Key Features: Contracts, Bulk Logistics, Allocations, Risk Management – Position, ForEx, Futures Hedging, Mark to Market Reports, Track Costs 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.


Sunrise Technologies http://www.sunriseconsult.com • 336-722-6741 Apparel & Footwear Template Extends the native apparel and footwear functionality in Microsoft Dynamics AX. Order Matrix, Season Codes, Color/Size/Configuration Scales, Customer Ship-To/Mark-For Addresses, Master Production Orders.

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.

CuroGens, Inc. http://www.curogens.com • 317-815-8120 Vehicle Management System for Microsoft DynamicsÂ® AX 2012 VMS provides a comprehensive solution for automotive manufacturing compa-nies that works from order placement over VIN/HIN assignment in production to sales/service and managing dealer networks.



AvidXchange, Inc. http://www.avidxchange.com/landing/microsoftdynamics • 800-560-9305 Complete Accounts Payable Software Solution Streamline invoice capture, intelligently route approvals and automate payments all in 45 days or less... guaranteed.



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

DATABASICS, Inc.

http://www.data-basics.com • 314-282-9561

NEW: DATABASICS Time, Expense and Invoice Reporting DATABASICS offers SaaS solutions for Expense Reporting, Time Tracking and Vendor Invoice Management. Flexible, powerful, easy to use.

Datahaven for Dynamics http://www.datahaven4dynamics.com 757-222-2000 Datahaven for Dynamics Datahaven is the only scanning, OCR, and workflow solution natively embed-ded—not simply integrated—throughout the Microsoft Dynamics user experience and available to non-Dynamics users from Microsoft Outlook.

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

eRequester by Paperless

Business Systems http://www.erequester.com 206-256-0771 ext. 123 eRequester Web-based procurement and expense management workflow solution.

EthoTech, Inc. http://www.ethotech.com 678-384-7500 ext. 1 Commission Plan Calculate, pay and track all variable com-pensation, including Sales Commissions, Bonuses, Royalties, Rebates and SPIFFS. Effortlessly create and modify commis-sion plans, and then quickly distribute reports by e-mail.

Greenshades Software

http://www.greenshades.com/ 888-255-3815 ext. 2 Greenshades Year End Forms Electronic distribution, print to blank paper, and fully automated mailing services help thousands of Greenshades clients create, distribute and electronically file their 1099, W-2 and 1095-C forms.

Higher Logic http://www.higherlogic.com • 202-360-4402 Connected Community The leading cloud-based commu-nity platform used by organizations worldwide to bring people together in secure communities designed to ignite knowledge sharing, drive content creation and solve problems.

Integrated Software, Inc. http://www.isiusa.com • 321-984-1986 Request For Quote Create RFQs. Save Vendor responses. Auto-create PO's and Sales Quotes.

Isis, Inc.

http://www.getpg.net • 804-762-4200 Praetorian Guard User Auditing, Network Monitoring & Network Admin for ALL businesses.

JAT Computer Consulting, Inc. http://www.jatnet.com/JPI.htm 888-525-8874 ext. 462 JAT Payroll Interface (JPI) JPI is a bi-directional integration linking GP HRM and ADP payroll.

JAT Computer Consulting, Inc. http://www.jatnet.com/JBC.htm 888-525-8874 ext. 462 JAT Benefits Connect (JBC) JBC communicates enrollment data to carriers and insurance providers.

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.

Liaison Software Corp

http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger EDD Batch email, fax, print, archive Invoices, Statements, Sales Orders, Purchase Orders to customers, vendors, sales. Attach supporting documentation. Use existing reports (GP report writer, SSRS, Crystal).

Nexonia http:// www.nexonia.com • 800-291-4829

NEW: Nexonia Highly-automated web and mobile expense reports seamlessly integrated with MS Dynamics GP, including credit cards & multi-currency.

Panatrack, Inc. http://www.panatrack.com • 262-361-4950 PanatrackerGP Field Sales & Inventory Extend GP to capture sales transactions at the point of activity.

PaperSave http://www.PaperSave.com • 877-727-3799 PaperSave PaperSave is a complete document management, electronic workflow and invoice automation solution, Certified for Microsoft Dynamics GP, SL, AX, & CRM.

Paramount Technologies

http://www.paramounttechnologies.com 800-725-4408 WorkPlace eProcurement Solutions for Requisition, Purchasing & Invoice Automation. Options include PunchOut, Check Request, Budget Compliance, RFQ, Requisition, PO Generation, Receiving, Invoice Matching & Vendor Contract Compliance.


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.

Perceptive Software https://www.perceptivesoftware.com/products/perceptive-interact/application-integration/microsoft-dynamics-ax.html • 800-941-7460 Perceptive Software Interact for Microsoft Dynamics AX 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.

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!

Education


Equipment Dealers

Scalable Data Systems http://www.scalable.com.au • 425-931-9972 Enterprise Asset Management Maintain operations and ensure cru-cial assets are not offline. Features: Scheduling, Failure Mgmnt, Warranty, Downtime and Maintenance Analysis.

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

IND

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Finance/Banking

AssureSign LLC



Isis, Inc.

http://www.getpg.net • 804-762-4200 Praetorian Guard PG will allow your institution to meet the stringent regulations and auditing guidelines including Sarbanes Oxley, FINRA and more.


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

Food and Beverage

Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workflow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.

Appolis http://www.appolis.com • 612-343-0404 WithoutWireTM Warehouse Barcode mobile traceable lot serial tracked inventory for Manufacture Distributor Pharma Chemical CPG Food Beverage-Field-Supply Chain-Ship-WMS.

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 Dynamics AX to effectively reduce costs and improve efficiency. Gain from our experience!

ASC Software http://www.ascsoftware.com • 937-429-1428 ASCTrac Award winning, scalable, Warehouse Management Solutions (WMS) designed to support the demanding requirements of Distribution, Manufacturing and 3PL operations, covering the entire Supply Chain cycle.


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.





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.scalable.com.au/products/commodity-trading-module • 425-931-9972 Commodity Trading Complete solution for Commodity Trading companies. Key Features: Contracts, Bulk Logistics, Allocations, Risk Management–Position, ForEx, Futures Hedging, Mark to Market Reports, Track Costs and Accruals.



Government

Isis, Inc.


Government Contracting

Unanet Technologies http://www.unanet.com • 703-689-9440 Unanet Project Portfolio Resource planning, time/expense tracking & project accounting for GP/SL.

Healthcare

Business Computers

Software, Inc. http://www.business-computers.com 303-494-9390 Time Matrix Time Clock that integrates with Dynamics GP PR, HR, PA, & Manufacturing.

Computer Information

Enterprises http://www.compinfo.com • 949-263-0910 ImageLink ImageLink is a seamless, fully integrated document management solution de-signed for users of Microsoft Dynamics SL and Microsoft Dynamics GP who desire to reduce the amount of paper within their organization.

Integrated Software, Inc. http://www.isiusa.com • 321-984-1986 Health Care Management Billing and Financial Management for Home Health and Long Term Care.

InterDyn BMI http://www.erp4health.com • 866-264-3249 ERP4Health® Financial Management Software pow-ered by Microsoft Dynamics.

Isis, Inc.

http://www.getpg.net • 804-762-4200 Praetorian Guard PG will allow your healthcare organization to meet the stringent HIPAA auditing needs across your entire organization. You can also help to eliminate risk of malpractice litigation by recording your user's actions.

Kronos Incorporated http://www.kronos.com • 800-225-1561 Workforce Central® Suite Seamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources and financial processes.


http://www.paramounttechnologies.com 800-725-4408 WorkPlace for Healthcare Drive down costs, control purchases and manage your materials. Supports single and multi-site facilities. Integrate Requisition through Invoice Automation and Inventory processes. Record items using barcode scanners.

IND

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Sierra Workforce Solutions

http://www.sierraws.com • 800-822-0973 Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data in-tegration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service.

Vertical Solutions, Inc.

http://www.vertsol.com • 513-891-7997 VServiceManagement CfMD enterprise field service for Asset Management, Contracts/Warranties & BPM, Dispatch & Mobility. On-premises or private/public cloud.

High Tech and Electronics

Experlogix, Inc. http://www.experlogix.com 805-504-9729 ext. 712 Experlogix CPQ (Configure Price Quote) for Microsoft Dynamics CRM & ERP Experlogix CPQ solutions meet the demands of today’s competitive mar-ketplace by simplifying the process of selling customized products, accelerat-ing proposal development times and increasing quote-to-order ratios.

QBD Systems http://www.qbdsys.com • 800-743-9003 Universal PLM Integration Integration w/ PLM s/w incl. Agile, Arena, Aras, Solidworks EPDM & more.

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.

Home Furnishings

Sunrise Technologies http://www.sunriseconsult.com • 336-722-6741 Microsoft Dynamics AX for Home Furnishings Sunrise provides expertise in managing the complex home furnishings supply chain: container assembly and tracking, product families and sets, item master flexibility, product configuration, and mobile order entry.

Hospitality

pasUNITY http://pasunity.com/Main/cloud.aspx 301-762-8208 ext. 282 pasUNITY Custom Cloud Host Dynamics GP using our custom cloud or use our white label custom cloud and your branding. Your cus-tomer, your brand, our infrastructure.

Industrial Equipment


mcaConnect http://mcaconnect.net • 866-622-0669 Microsoft Dynamics AX for Industrial Equipment Manufacturers Leveraging a clear manufacturing industry focus, mcaConnect provides innovative Dynamics AX solutions and services for mid-market and enterprise-size manufacturers, enabling clients to achieve competitive supremacy.




Insurance

AssureSign LLC


Lean Manufacturing

mcaConnect http://mcaconnect.net • 866-622-0669 Areteium from mcaConnect Our Lean Enterprise solution bridges the gap between ERP and Lean. Backed by our breakthrough Lean toolkit, Areteium, we enable clients to make data-driven decisions to improve processes and enhance profitability.

Life Sciences

Armanino http://www.amllp.com/microsoft-dynamics • 925-790-2600 Armanino A Gold Certified ERP/CRM Partner, we provide award-winning implementation and support for Dynamics to meet your industry-specific needs.


Maintenance Management

eRPortal Software Group LLC

http://www.erportalsoftware.com 413-233-5404 eRPortal CMMS Software Suite The eRPortal Software Group provides high performance, web-enabled, Asset Management, Maintenance Management, and Materials Tracking software solu-tions for managing strategic assets and operations.


Manufacturing



Armanino http://www.amllp.com/microsoft-dynamics • 925-790-2600 Armanino A Gold Certified ERP/CRM Partner, we provide award-winning implementation and support for Dynamics to meet your industry-specific needs.

ASC Software http://www.ascsoftware.com • 937-429-1428 ASCTrac Award winning, scalable Warehouse Management Solutions & MFG operations.


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.


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HighJump Software

http://www.highjump.com 800-328-3271 ext. 4 EDI and WMS Solutions from Highjump EDI and Warehouse Management Solutions for Microsoft Dynamics that streamline the flow of inventory & information from supplier to store shelf. Our adaptable solutions manage the needs of 14,000+ global customers.


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."

Scalable Data Systems http://www.scalable.com.au/products/commodity-procurement-for-manufacturing • 425-931-9972 Procurement for Manufacturing Procurement of raw materials for manu-facturing with integrated MRP. Key Features: Contracts, Bulk Logistics, Allocations, Risk Management – Position, ForEx, Futures Hedging, Track Costs and Accruals.

Scalable Data Systems http://www.scalable.com.au/products/advanced-production-scheduling-module 425-931-9972 Advanced Production Scheduling Review and adjust Prod. Schedule from the Gantt Chart. Key Features: Dashboard View, Additional sort sequences, Reroute to alt. work centers.



Sunrise Technologies http://www.sunriseconsult.com • 336-722-6741 Microsoft Dynamics AX for Manufacturing Deep expertise in supply chain imple-mentations. Get a tier 1, omni-channel, global solution for the lowest cost on the market, backed by Sunrise Global Support.





WilloWare, Inc. http://www.willoware.com 888-339-4556 ext. 1 Manufacturing PowerPack A suite of enhancements for GP Manufacturing. Tighter integration and added functionality between GP Core Modules and Manufacturing.

Media and Entertainment

Eclipse Computing, Inc http://www.royaltyandrights.com 201-746-6255 ext. 201 Royalty and Rights Management System for Dynamics GP For managing intellectual property, controls all phases of royalty accounting including Contracts, Accruals, Payments & Revenue Recognition.

KORE Software http://www.KOREsoftware.com • 480-240-5662 KORE ProSports™ More teams in the NFL, MLB, NBA & NHL use KORE than any other software. CRM for sponsorships, ticket sales, premium seating & media trafficking.

KORE Software http://www.KOREsoftware.com • 480-240-5662 KORE MediaPitch™ KORE MediaPitchTM is the media indus-try’s leading platform for transform-ing a generic CRM into a media sales powerhouse.

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



Joesoftware Inc. http://www.joesoftware.com • 780-990-0220 Remote Inventory Accelerator Web-based self-service application for tracking customer inventory stored at your site.

mcaConnect http://ax4energy.com • 877-244-6980 AX4energy Oil & Gas Solutions AX4energy provides a package of soft-ware and services designed for Oilfield Services companies and Downstream/Upstream operations. Includes Upstream Exploration & Production and Joint Venture Accounting.

Pharmaceuticals

Armanino http://www.amllp.com/microsoft-dynamics 925-790-2600 Armanino A Gold Certified ERP/CRM Partner, we provide award-winning implementation and support for Dynamics to meet your industry-specific needs.





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.

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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

FLS GmbH http://www.fastleansmart.com/uk+44-189-380-315

NEW: VISITOUR for MS Dyn CRMField service management for Dynamics CRM Online, 2015, 2013 & 2011. Including route optimization, drag’n’drop sched-uling, real-time status communication w/ mobile devices. Process driven for best user acceptance.

NMB Solutions http://www.nmbsolutions.ca • 800-563-1007 Dynamics AX 2012 R3 Multi Carrier Parcel and LTL Integration for UPS and FedEx Dynamics AX 2012 R3 Multi Carrier Parcel and LTL Shipping Solution Integration: The NMB Solution Module is written using standard Dynamics AX objects and is designed to allow easy interac-tion with FedEx, DHL and UPS .


Rockton Software http://www.rocktonconnect.com 877-476-2586 Rockton Connect Accounting 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.

Sypnio Software http://www.sypnio.com • 815-656-4000 Sypnio ACA Reporting Don’t leave Microsoft Dynamics GP to manage the toughest aspects of em-ployer reporting under the Affordable Care Act. Get the GP Payroll add-on that gives you all-out ACA tracking for eligibility and affordability.

Professional Services

JOVACO Solutions Inc. http://www.jovaco.com • 888-988-3535 ext. 122 JOVACO Project Suite Project accounting for professional ser-vice firms to manage projects through web-based time & expense and resource mgmt modules. Top features: extensive reporting, multi-company & inter-departmental capabilities.

Nexonia http://www.nexonia.com • 800-291-4829


Rockton Software http://www.rocktonconnect.com 877-476-2586 Rockton Connect Accounting built inside Microsoft Dynamics CRM online specifically for professional service organizations.


Property Management



Publishing


Restaurant


Retail


Avalara, Inc.

http://www.info.avalara.com/TheList 877-780-4848 Avalara for Sales Tax Automation Automate and eliminate the complex-ity of sales tax management with Avalara. A cloud-based sales and use tax calculation, exemption certificate management, filing and remittance solution for Microsoft Dynamics.

HighJump Software


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.





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.

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.



http://www.totaldynamicssolutions.com 877-855-8860 Retail Toolkit for Your Entire Organization • NO User/Seat Licensing Costs• Integrated Store/Merch Planning• Ticket/item/employee detail• Corporate & Store level P&Ls• Inventory analytics/optimization • Product life-cycle management

Software




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Transportation


Selective Software Inc. http://www.selectivesoftware.com421-369-0480

NEW: In Transit Software Integrated solutions for Trucking: Loads, Driver/Carrier Pay, Freight Billing, EDI, Dispatch, Imaging, Maintenance & Repair, Fuel Integration, Road Taxes. Reporting & more. Asset-Based & Brokerage.

Warehouse Management

Appolis http://www.appolis.com • 612-343-0404 WithoutWireTM Warehouse Barcode mobile traceable lot serial tracked inventory for Manufacture Distributor Pharma Chemical CPG Food Beverage-Field-Supply Chain-Ship-WMS.



HighJump Software


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.nmbsolutions.ca • 800-563-1007 Dynamics AX 2012 R3 Multi Carrier Parcel and LTL Integration for UPS and FedEx Dynamics AX 2012 R3 Multi Carrier Parcel and LTL Shipping Solution Integration: The NMB Solution Module is written using standard Dynamics AX objects and is designed to allow easy interac-tion with FedEx, DHL and UPS.


WilloWare, Inc. http://www.willoware.com 888-339-4556 ext. 1 CompleteCount Controlled cycle counts in GP using stock tags. Print tags, ensure accuracy, minimize downtime. Now with ExcelLink- export/import to CSV files.

Wholesale Trade: Durable Goods







Scalable Data Systems http://www.scalable.com.au/products/landed-cost-module • 425-931-9972 Landed Cost Manage Multiple Vendors/PO's as a shipment to improve efficiency/vis-ibility. Key features: Accruals, Auto Cost Allocation, in transit costing.

Wholesale Trade: Non-durable Goods



“The List provides a fast and easy way for Microsoft Dynamics users to fi nd the perfect solutions to fi t their needs. All

the leading solutions are there in one place. Having access to The List on your mobile device makes fi nding what you

need easy no matter where you are—at the airport, in a meeting, or on the road.”

Karen TranChargeLogic

Learn why Karen with ChargeLogic likes The List:



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Accounting

Encore Business Solutions http://www.encorebusiness.com 888-898-4330

NEW: ePayStub for Canadian Payroll ePaystub for Canadian Payroll is a seam-less extension to Microsoft Dynamics GP Canadian Payroll that allows users to email out employee Payslips with an email that is password protected.



Rockton Software http://www.rocktonconnect.com 877-476-2586 Rockton Connect Accounting 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.

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.


Analytics


Encore Business Solutions http://www.encorebusiness.com 888-898-4330 ext. 336 Project Tracking with Advanced Analytics Streamline your COAs. Record & report rev, expense & profit by proj; against budgets; over multiple yrs. Great alter-nate to GP Proj. Acctg.

Encore Business Solutions http://www.encorebusiness.com 888-898-4330 ext. 336 Advanced SmartList Enhanced analysis of SmartList data. Ad-hoc reports & queries on the fly. Sort, filter & re-order columns easily. Sum groups of info fast.


Application Lifecycle Management

Adxstudio Inc. http://www.adxstudio.com • 800-508-7811 Adxstudio ALM Toolkit Application lifecycle management for Dynamics CRM solutions and data.

Asset Maintenance/MRO/EAM

eRPortal Software Group LLC

http://www.erportalsoftware.com 413-233-5404 eRPortal CMMS Software Suite The eRPortal Software Group provides high performance, web-enabled, Asset Management, Maintenance Management, and Materials Tracking software solu-tions for managing strategic assets and operations.



Automation

mc² http://www.mc2software.com • 303-872-3000 GP Agent Schedule maintenance - checklists, script statements, reconcile & more.

Backup & Recovery

Isis, Inc.

http://www.getpg.net • 804-762-4200 Praetorian Guard PG will backup your PCs and Servers across your entire organization.

Barcode Data Collection


MT Mobility http://www.mt-mobility.com 641-753-5999 ext. 151 MT Mobility Mobile WMS integrating iOS app & rugged iOS device to extend Dynamics.


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

deFacto Global, Inc.

http://www.deFactoGlobal.com 203-894-1789 ext. 221 deFacto Performance Management Premier “All-in-One”Dynamics Financial & Operational Budgeting, Forecasting, Consolidation, Analysis and Reporting, Excel/Web-based. Powerful, Affordable.

Dynamic Budgets http://www.dynamicbudgets.com 650-332-6650 Dynamic Budgets Replace Forecaster with a more intui-tive and robust budgeting tool which can be up and running in 2 hours! Give your staff real-time drill down report-ing on GP transactions and eliminate Excel-based budgeting chaos.


Solver



http://www.totaldynamicssolutions.com 877-855-8860 Budgeting & Planning ToolKit for Your Entire Organization • NO User/Seat Licensing Costs• Financial & Sales Planning • Procurement Planning• Trade Management• Secure input, consolidation, and Versioning; top-down/bottom-up

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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.


http://www.deFactoGlobal.com 203-894-1789 ext. 221 deFacto Performance Management Premier “All-in-One” Dynamics Financial & Operational Budgeting, Forecasting, Consolidation, Analysis and Reporting, Excel/Web-based. Powerful, Affordable.

Flexible Solutions http://www.GPReportsViewer.com 212-254-4112 ext. 1 GP Reports Viewer Easily & quickly print/email Crystal/SRS/Excel reports directly from Dynamics GP. Replace existing GP reports, link reports directly to GP and 3rd party windows, pass parameters to reports directly from fields in GP.

Halo Business Intelligence

http://www.halobi.com • 888-300-0219 Halo Business Intelligence Any source, data quality, rapidly deploy, predict, collaborate & mobile.

Solver


Sunrise Technologies

http://www.sunriseconsult.com • 336-722-6741 Sunrise BI Put data to work anytime, on any device, anywhere; enabling companies to make decisions and take action, empower-ing users beyond BI. Provides mobile, analytics, and extension/completion of transactional systems.


http://www.totaldynamicssolutions.com 877-855-8860 Business Intelligence Plus Toolkit for Your Entire Organization • NO User/Seat Licensing Costs• Dynamic Cubes (GL/Profit/&More)• Web-based Reporting• Dashboards• Admin Tools: Security/Scenarios/ Hierarchy/ & More

ZAP http://www.zapbi.com • 415-889-5740 ZAP Business Intelligence ZAP provides 'Buy, Not Build' busi-ness intelligence for companies using Microsoft Dynamics AX, CRM and NAV. With 1000+ pre-packaged analytics, our BI deployments are rapid and deliver immediate business outcomes.

Business Process Management

ACOM Solutions, Inc. http://www.acom.com/dynamicsGP • 800-347-3638 Integrated Document Management & Business Process Automation for Dynamics GP Intelligently recognize content within documents to drive AP & workflow process automation. Speed decision making, eliminate manual tasks & instantly access document information directly from your Dynamics GP screen.







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 Connected Community The leading cloud-based commu-nity platform used by organizations worldwide to bring people together in secure communities designed to ignite knowledge sharing, drive content creation and solve problems.

Commissions


Flaum Technologies Inc. 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 Advance 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/dynamicsGP 800-347-3638 Integrated Document Management and Process Automation for Dynamics GP Direct and control the entire lifecycle of your documents and unstructured information, while protecting the in-formation within them & keeping you within compliance mandates.

Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management doc-link electronic document solutions support compliance mandates.

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Arbela Technologies http://www.arbelatech.com • 949-291-4777 Arbela Security Manager Arbela Security Manager allows you to focus on your business and not your technology needs. On average, our customers have gained 90% efficiency in managing and auditing processes. Gain from our experience!




Isis, Inc.

http://www.getpg.net • 804-762-4200 Praetorian Guard PG will allow your institution to meet the stringent regulations and auditing guidelines including Sarbanes Oxley, FINRA and more.

Rockton Software http://www.rocktonsoftware.com 877-476-2586 Dynamics GP Toolbox 25 helpful tools in one convenient package? Just when you thought it couldn’t get any better.

Rockton Software http://www.rocktonsoftware.com 877-476-2586 Auditor Changes happen. Now you have a way to track them all.


Cost Accounting

Corporate Renaissance Group

http://www.crgroup.com • 613-232-4295 Cost Allocator Perform multi-level account allocations using 1 of 4 methods: percentage values, fixed amounts, cost drivers/measures, or account balance. Integrates with Dynamics, other ERP solutions or as a stand-alone system.

Credit Card/Check Processing

Ariett http://www.ariett.com • 781-826-1120 Enterprise Travel & Expense Reporting/Azure Cloud/On Premise Personal & Corporate Credit Cards, Currency, Reconciliation & Receipts.

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.

Nodus Technologies, Inc. http://www.nodus.com • 909-482-4701 Credit Card Advantage Our ePayment solution will simplify your payment acceptance process & reconciliation, reduce credit card fees & fulfill PCI requirements.

Nodus Technologies, Inc. http://www.nodus.com • 909-482-4701 CRM Charge Our secure ePayment solution will simplify credit card and eCheck pro-cessing, reduce credit card fees & help fulfill PCI requirements for CRM online and on premise.

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.

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.

Customer Relationship Management

AbleBridge http://www.ablebridge.com/editable-crm-grid.htm • 877-600-2253

NEW: 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.

AbleBridge http://www.ablebridge.com/products-project-management.htm • 877-600-2253

NEW: Project Management for Microsoft Dynamics CRM Easy to use Project Management inte-grated with Microsoft Dynamics CRM.

Armanino http://www.amllp.com/microsoft-dynamics 925-790-2600 Armanino A Gold Certified ERP/CRM Partner, we provide award-winning implementa-tion and support for Dynamics to meet your industry-specific needs.

eBridge Connections

http://www.ebridgeconnections.com 800-755-6921 eBridge for CRM Cloud solution for seamless integration of customer & opportunity data.


mcaConnect http://mcaconnect.net • 866-622-0669 CRM We are a global leader in delivering Dynamics CRM/XRM solutions. Our success is exemplified by multiple Microsoft Partner of the Year awards and numerous customer success stories.


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.

Alba Spectrum Corporation http://www.albaspectrum.com • 773-384-9264 Alba360 Posting Server GP Automated GP posting utility optimized for high transaction volume with support for audit trails, email error notification, Inter/cross-company transactions, batch selection rules & 3rd party application integration.

eBridge Connections

http://www.ebridgeconnections.com 800-755-6921 eBridge Integration Solution The leading cloud integration platform for EDI, eCommerce & CRM systems.

Encore Business Solutions http://www.encorebusiness.com 888-898-4330 ext. 336 Project Tracking with Advanced Analytics Streamline your COAs. Record & report rev, expense & profit by proj; against budgets; over multiple yrs. Great alter-nate to GP Proj. Acctg.


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Data Management

InsideView http://www.insideview.com/microsoft/the-list • 415-728-9363

NEW: 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




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

ACOM Solutions, Inc. http://www.acom.com/dynamicsGP 800-347-3638 Advanced Document Management and Process Automation integrated for Dynamics GP Capture and intelligently recognize the content within documents to automatically process, route, securely archive and access information directly from your Dynamics GP screens and via Web browser.


Ariett http://www.ariett.com • 781-826-1120 Enterprise AP Document Management/Azure Cloud/On Premise Invoice Capture & Approval, Accrual Reports, Intercompany, PO Matching.



CuroGens, Inc. http://www.curogens.com • 317-815-8120 SharePoint Document Connector for Microsoft Dynamics® AX 2012 SharePoint Document Connector for Microsoft Dynamics® AX 2012 is a customized solution that enables companies to merge the best features of Microsoft SharePoint seamlessly with Microsoft Dynamics® AX 2012.


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

Esker Inc http://www.esker.com • 800-368-5283 Document Process Automation Addressing processes like accounts payable, accounts receivable, and sales order processing, Esker solutions enable companies to automate the reception, processing and sending of documents with one platform.

Greenshades Software http://www.greenshades.com 888-255-3815 ext. 2 Greenshades Online Employee Services Streamline your HR processes. Our Employee Services module makes benefit sign-up easy and our web based portal eliminates the need to print employee documents and paystubs.





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.


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ChargeLogic http://www.chargelogic.com • 877-292-2520 ChargeLogic Connect Easy ecommerce integration w/ NAV. PCI-compliant cloud payment solution.

Computer Pundits Corporation

http://www.eCommerce21.com • 888-786-3487 eCommerce21® Patented B2B and B2C database driven eCommerce, fully integrated with Dynamics, for automated production of Web Storefront with intuitive navigation, SEO and full Shopping Cart for easier sales from your website.

eBridge Connections

http://www.ebridgeconnections.com 800-755-6921 eBridge for eCommerce Cloud integration with 20+ eCommerce platforms eg. Magento, Amazon, eBay

Kamp-Data, Inc. http://www.kampdata.com • 406-404-2036 KampData TaxEngine Manage & report nationwide sales & use taxes from any application.

k-eCommerce http://www.k-eCommerce.com 855-k-eCommerce k-eCommerce Integrated B2B, B2C & Sales Portal websites deployed on premise or in a PCI Certified cloud. Built-in CMS, SEO, multilingual / multicurrency capabilities & responsive web design to support mobile & tablet devices.

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.

Nodus Technologies, Inc. http://www.nodus.com • 909-482-4701 eStore Solution Stack Go beyond shopping cart integration with our automated web store for handing web orders and fulfilling them through Dynamics GP.

Vertex SMB http://www.VertexSMB.com/TheList 855-221-5885 Vertex SMB Cloud-based, fully automated sales & use tax calculation and returns solution for Microsoft Dynamics with pay-as-you-go pricing.

EDI

AIM Computer Solutions, Inc.

http://www.aimcom.com • 586-439-0300 AIM Vision AutoSys EDI, AIAG barcode labels, Demand Mgmt, Release Acctg., MMOG-LE/TS16949.





eBridge Connections

http://www.ebridgeconnections.com 800-755-6921 eBridge for EDI Cloud EDI solution, no transaction fees, 1000+ trading partners.

HighJump Software

http://www.highjump.com 800-328-3271 ext. 4 EDI and WMS Solutions from Highjump EDI and Warehouse Management Solutions for Microsoft Dynamics that streamline the flow of inventory & in-formation from supplier to store shelf. Our adaptable solutions manage the needs of 14,000+ global customers.

Isis, Inc. http://www.isissoftware.com/enha/isis_sl_positive_pay.aspx • 804-762-4200 Positive Pay Perform Positive Pay from AP and Payroll to your issuing bank.

Isis, Inc. http://www.isissoftware.com/enha/isis_sl_expanded_master_info.aspx • 804-762-4200 401K Data Interchange Transmit your 401K collection data from Payroll electronically to your investment bank.

Lanham Associates® http://www.lanhamservices.com 678-999-3900

NEW: 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.

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.


Scalable Data Systems http://www.scalable.com.au/products/electronic-document-interchange • 425-931-9972 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/dynamicsGP 800-347-3638 Integrated Document Management and Process Automation for Dynamics GP Automatically capture, route, deliver, archive and securely access information directly from Dynamics GP screens and via Web Browser.


Datahaven for Dynamics http://www.datahaven4dynamics.com 757-222-2000 Datahaven for Dynamics Datahaven is the only scanning, OCR, and workflow solution natively embedded ”not simply integrated” throughout the Microsoft Dynamics user experience and available to non-Dynamics users from Microsoft Outlook.



Rockton Software http://www.rocktonsoftware.com 877-476-2586 Dynamics Report Manager Rockton has made reporting so fast & easy you’ll want to send us flowers.

Electronic Signatures

AssureSign LLC


Expense Solutions

Ariett http://www.ariett.com • 781-826-1120 Enterprise Travel & Expense Reporting/Azure Cloud/On Premise Expense Reports, Travel, Receipts, Credit Cards, Currency, Any Device.


DATABASICS, Inc.



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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.



Gorilla Expense

http://www.gorillaexpense.com 877-973-6737 Gorilla Expense The Gorilla Expense T&E solution includes mobile apps, purchase card & corpo-rate credit card reconciliation, project accounting expenses, multi-currency, VAT/GST capture & robust integration with GP, NAV, AX & SL.

Joesoftware Inc. http://www.joesoftware.com • 780-990-0220 Spencer Easy, configurable, web-based ex-pense tracking system. Seamlessly drive Payables or Project Accounting. Credit card integration, workflow, multi-currency, VAT support, electronic receipts and more.

Nexonia http://www.nexonia.com • 800-291-4829



http://www.paramounttechnologies.com 800-725-4408 WorkPlace Expense Web-based Travel Request and Expense entry. Mobile expense and receipt capture with integration to AP and Projects.

ReQlogic http://www.reqlogic.com • 734-302-2316 ReQlogic Expense Management ReQlogic’s Expense Management module enables employees to enter expense reports using a browser or phone interface, or Import expense transactions from a bank or credit card account. Real time integration.

Field Service Management

FieldConnect, Inc.

http://www.fieldconnect.com • 949-428-1540 FieldConnect Mobile Workforce Solutions FieldConnect produces web-enabled tools for mobile field service automa-tion. Work orders, timesheets, dispatch boards, quoting tools and customer portals integrate directly with Dynamics for maximum efficiency.

FieldOne Systems

http://www.fieldone.com • 201-252-8900 FieldOne Sky An end-to-end platform supporting all phases of field service management including routing and scheduling, work process automation, communications, and business intelligence with support for any mobile device.





Financial Services

ICAN Software Corporation http://www.icansoftware.com • 253-777-0708 Investment Assets Unrealized and realized gains/losses, amortization, interest accruals, track portfolios and percent of ownership by multiple entities.

Fixed Assets

Panatrack, Inc. http://www.panatrack.com • 262-361-4950 PanatrackerGP for Fixed Assets Bar Code data capture extending GP Fixed Asset module to manage assets.

General Ledger

Admiral Consulting Group http://www.admiral-west.com/advancedallocations/index.html 866-794-1275 ext. 101 Advanced Allocations for Dynamics GP You can easily allocate entire depart-ments, perform tiered allocations, and even allocate transactions. Advanced Allocations also allows you to preview allocation entries before committing them to your ledger.

Alba Spectrum Corporation http://www.albaspectrum.com • 773-384-9264 Alba360 Advanced Customer Merge Customer merge utility designed for large databases. Provisional merge selects, reviews & approves customers to merge. Final merge transfers data to the primary customer. Can update third party tables.

Alba Spectrum Corporation http://www.albaspectrum.com • 773-384-9264 Alba360 Advanced Quick Journals Allows intercompany and multicur-rency transactions to be included in GL Quick Journals.

Alba Spectrum Corporation http://www.albaspectrum.com • 773-384-9264 Alba360 Financial Utilities Cross-Company control of segment & account descriptions; Historical Journal Entry to any closed year; Advanced Customer Merge (see separate entry).

Corporate Renaissance Group http://www.crgroup.com/AATools 613-232-4295 AA Tools for Analytical Accounting AA Tools has 4 modules (AA Backfiller, AA Changer, AA SegmentConverter, AA Cubes) to manage the data in AA. Backfill AA data, change AA codes, convert GL segments to AA Dimensions, and complete analytics.

Corporate Renaissance Group http://www.crgroup.com/reformatter 613-232-4295 CRG Re-Formatter CRG Re-Formatter is the only tool currently available to help companies quickly & easily modify the account framework of Microsoft Dynamics GP™ GP after the initial installation.

Sikich http://www.ExcelIntegrator.com 260-485-0665 Infinia Integrator GL, AR, AP for AA Copy-Paste-Import transactions with AA codes from Excel to Dynamics.

Sikich http://www.ExcelIntegrator.com 260-485-0665 Infinia Integrator GL Copy-Paste-Import single or multiple journal entries from Excel to Dynamics.

HR Management

Corporate Renaissance

Group http://www.employee-performance.com 877-711-0367 emPerform Award-winning employee performance management for Microsoft Dynamics GP & AX HR. Online performance reviews, 360Â° assessments, goal management, succession planning, pay-for-perfor-mance, reporting & social feedback.



Integrity Data http://www.integrity-data.com 217-732-3737 ext. 0203 HR & Payroll Enhancements for Dynamics GP Proven solutions for US HR & Payroll including leave management, budget-ing and managing FTE’s, and more!



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Paychex http://mystaffingpro.com • 800-939-2462 myStaffingPro Applicant Tracking System Recruiting software to qualify applicants, track jobs, and select hires.

Inter-company Processing

Corporate Renaissance Group http://www.crgroup.com/combiner 613-232-4295 Company Combiner With Company Combiner, multiple companies with the same COA can be combined into a single company. Organizations are able to manage all of the companies setup in Dynamics GP from a single company. Services are avail.

mc² http://www.mc2software.com • 303-872-3000 Advanced Intercompany Transactions Inter- and intra- company solution for GL, PM, RM, POP, PR, BR, and IV.

Sikich http://www.ExcelIntegrator.com 260-485-0665 Infinia Integrator MEM Copy & paste GP intercompany trans-actions or Binary Stream MEM from Excel to GP.

Inventory Enhancement


WilloWare, Inc. http://www.willoware.com 888-339-4556 ext. 1 CompleteCount Controlled cycle counts in GP using stock tags. Print tags, ensure accu-racy, minimize downtime. Now with ExcelLink- export/import to CSV files.

Inventory Management



Cutwater http://www.cutwatersolutions.com 800-564-8806 (AIM) Advanced Inventory Manager Reporting categories to allow users to gain insight into the cost and efficiency of current stocks. Reports also track order history and analyze and monitor purchasing trends across vendors and product groups.


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.

Isis, Inc. http://www.isissoftware.com/enha/isis_sl_ar_collections.aspx • 804-762-4200 AR Collections Automate your AR Collections securely and track all history. Track and report your collectors work. Scales from 1 collector to 1000's.

k-eCommerce http://www.k-eCommerce.com 855-k-eCommerce Online Bill Pay Bundle View, print and pay invoices by ACH or credit card securely from a website with real-time fund recognition.

k-eCommerce http://www.k-eCommerce.com 855-k-eCommerce Credit Card Extension Secure, PCI Certified ACH/credit card solution with batch processing and ability to store sensitive data off site with tokenization.

Nodus Technologies, Inc. http://www.nodus.com • 909-482-4701 ePay Advantage - Online Bill Pay Improve cash flow, automate A/R with the latest in online bill payment technol-ogy that is seamlessly integrated with Dynamics GP. Also provides an online solution to automate your recurring billing cycles.


Job Costing

JOVACO Solutions Inc. http://www.jovaco.com 888-988-3535 ext. 122 JOVACO Project Suite Project accounting for professional service firms to manage projects through web-based time & expense and resource mgmt modules. Top features: extensive reporting, multi-company & inter-departmental capabilities.

Scalable Data Systems http://www.scalable.com.au/products/workforce-planning • 425-931-9972 Shift & Roster Management Design and implement rosters to meet complex requirements of 24/7 opera-tions. Key Features: Roster Positions, Shift Calendar, Sub Contractors.

Scalable Data Systems http://www.scalable.com.au/products/workforce-planning • 425-931-9972 Timesheet - Labor Costing Management Allow real time visibility of costs to current projects. Key Features: Payroll Integration, Workflow Approvals, Total hours or start/end times.



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




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WilloWare, Inc. http://www.willoware.com 888-339-4556 ext. 1 Manufacturing PowerPack A suite of enhancements for GP Manufacturing. Tighter integration and added functionality between GP Core Modules and Manufacturing.

WilloWare, Inc. http://www.willoware.com 888-339-4556 ext. 1 MO Generator MO Generator creates a set of MO's for a parent item and all make-to-stock sub-assemblies below the parent. Import Items, MO's, Experlogix MO's

Mobility

ChargeLogic https://www.chargelogic.com/anywhere 877-292-2520 ChargeLogic Anywhere Mobile credit card processing that transfers orders & payments into NAV.


Multi-Entity Management


NAV and CRM Integration



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

ACOM Solutions, Inc. http://www.acom.com/dynamicsGP 800-347-3638 Integrated Document Management and AP Automation for Dynamics GP Automate your entire AP process end-to-end. Intelligently recognize content within documents to automatically process, route, securely archive & ac-cess info directly from your Dynamics GP screens & via Web browser.


Ariett http://www.ariett.com • 781-826-1120 Enterprise AP Invoice Automation/Azure Cloud/On Premise Invoice Capture & Approval, Intercompany, Currency, New Vendor Mgmt.



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.


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.

Isis, Inc. http://www.isissoftware.com/enha/isis_sl_apar_refunds.aspx • 804-762-4200 AP-AR Refunds Save time by generating refunds be-tween Accounts Payable and Accounts Receivable or bring balances to zero.


Kamp-Data, Inc. http://www.kampdata.com • 406-404-2036 DynamicZip Manage & report nationwide sales and use taxes from within GP.

KTL Solutions, Inc. http://www.ktlsolutions.com • 866-960-0001 KTL FastAP Brings distribution window and pay-ment terms directly to the 1st screen.


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.


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.

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Integrity Data http://www.integrity-data.com 217-732-3737 ext. 0203 Payroll Enhancements for Dynamics GP Proven solutions for US Payroll including leave management, automatic e-mailing of direct deposit statements and W-2s, managing complex payroll posting requirements/corrections, configuring overtime rules and more!


Isis, Inc. http://www.isissoftware.com/enha/isis_sl_expanded_master_info.aspx • 804-762-4200 401K Data Interchange Transmit your 401K collection data from Payroll electronically to your investment bank.


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 Web portal application platform for Dynamics CRM Online, 2013 & 2011.

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.



Pricing

Flintfox International

Limited http://www.flintfox.com • 844-876-4276 TPM for Dynamics Suite Flintfox solutions provide a single, integrated platform to manage all trade promotion activity, from client relationships to the financial execution; streamlining information and managing complex pricing with ease.

Procurement Management

Ariett http://www.ariett.com • 781-826-1120 Enterprise Purchasing & Expense/Azure Cloud/On Premise Requisition, Catalogs, PO, Contract Mgmt., Budgeting & Receiving.

DynamicPoint http://www.dynamicpoint.com • 562-726-4396 SharePoint Procurement Management Solution Exclusively for Microsoft Dynamics One Time Cost and No Per User Fees. Leverage DynamicPoint's SharePoint product at a fraction of alternative solution costs to effectively integrate and streamline the procurement process with Dynamics GP and NAV.



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 eProcurement Solutions for Requisition, Purchasing & Invoice Automation. Options include PunchOut, Check Request, Budget Compliance, RFQ, Requisition, PO Generation, Receiving, Invoice Matching & Vendor Contract Compliance.

Red Maple http://www.redmaple.com • 972-980-6963 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.scalable.com.au/products/commodity-procurement-for-manufacturing 425-931-9972 Procurement for Manufacturing Procurement of raw materials for manufacturing with integrated MRP. Key Features: Contracts, Bulk Logistics, Allocations, Risk Management – Position, ForEx, Futures Hedging, Track Costs and Accruals.

Scalable Data Systems http://www.scalable.com.au/products/advanced-production-scheduling-module 425-931-9972 Advanced Production Scheduling Review and adjust Prod. Schedule from the Gantt Chart. Key Features: Dashboard View, Additional sort sequences, Reroute to alt. work centers.

Productivity

Isis, Inc.

http://www.getpg.net • 804-762-4200 Praetorian Guard Audit your users and ensure they are productive in their work. Locate inef-ficiencies and take proactive steps to increase productivity.

Rockton Software http://www.rocktonsoftware.com 877-476-2586 SmartFill Find information up to 83% faster with Rockton’s quick and easy google-style data search tool.

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Project Accounting

Business Computers


Corporate Renaissance Group http://www.crgroup.com/PATools 613-232-4295 PA Tools for Project Accounting Easy-to-use add-ons to help facilitate the setup and ongoing maintenance of your GP Project Accounting. There are 3 PA Tools available: PA Budget Importer, PA GL Validator, and PA Cubes.

Encore Business Solutions http://www.encorebusiness.com 888-898-4330 ext. 336 Project Tracking with Advanced Analytics Streamline your COAs. Record & report rev, expense & profit by proj; against budgets; over multiple yrs. Great alternate to GP Proj. Acctg.



Scalable Data Systems http://www.scalable.com.au/products/workforce-planning • 425-931-9972 Timesheet - Labor Costing Management Allow real time visibility of costs to current projects. Key Features: Payroll Integration, Workflow Approvals, Total

hours or start/end times.

Purchase Order Processing Enhancement


Ariett http://www.ariett.com • 781-826-1120 Enterprise Purchasing & Expense/Azure Cloud/On Premise Requisition, Catalogs, PO, Contract Mgmt., Budgeting & Receiving.

DynamicPoint http://www.dynamicpoint.com • 562-726-4396 SharePoint Requisition Management Solution Exclusively for Microsoft Dynamics One Time Cost and No Per User Fees. Leverage DynamicPoint's SharePoint Product at a fraction of alternative solution costs to effectively integrate and streamline purchase requisition processing with Dynamics.





http://www.paramounttechnologies.com 800-725-4408 WorkPlace Requisition and Purchasing Includes PunchOut, Check Request, Budget Compliance, RFQ, Requisition, PO Generation, Receiving, Invoice Matching & Vendor Contract Compliance.

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


ICAN Software Corporation http://www.icansoftware.com • 253-777-0708 Mass Apply Receivables Mass apply range of customers & dates with specific apply or auto apply.



Nodus Technologies, Inc. http://www.nodus.com • 909-482-4701 ePay Advantage - Online Bill Pay Improve cash flow, automate A/R with the latest in online bill payment technol-ogy that is seamlessly integrated with Dynamics GP. Also provides an online solution to automate your recurring billing cycles.

Sikich http://www.ExcelIntegrator.com 260-485-0665 Infinia Integrator AR Allow users to Copy-Paste-Import AR transactions from Excel to Dynamics.

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

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.

Isis, Inc. http://www.isissoftware.com/enha/isis_sl_cash_basis.aspx • 804-762-4200 Cash Basis Accounting Report Financial GL data on both the Accrual Basis and Cash Basis.

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.


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.


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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.


KTL Solutions, Inc. http://www.ktlsolutions.com • 866-960-0001 Crystal Converter Converts Crystal Reports to SQL report-ing services RDL.

Rockton Software http://www.rocktonsoftware.com 877-476-2586 Dynamics Report Manager Rockton has made reporting so fast & easy you’ll want to send us flowers .

Solver


Royalty



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.








Rockton Software http://www.rocktonsoftware.com 877-476-2586 Omni Price Manage nearly every pricing situation you can think of, and a bunch you haven’t.

Security

Arbela Technologies http://www.arbelatech.com • 949-291-4777 Arbela Security Manager Arbela Security Manager allows you to focus on your business and not your technology needs. On average, our customers have gained 90% efficiency in managing and auditing processes. Gain from our experience!

Isis, Inc.

http://www.getpg.net • 804-762-4200 Praetorian Guard PG will allow your business to better secure your users & network.

KTL Solutions, Inc. http://www.ktlsolutions.com • 866-960-0001 KTL PR Security Allows you to restrict access to employee info based off of user ID.

Rockton Software http://www.rocktonsoftware.com 877-476-2586 Dynamics GP Toolbox 25 helpful tools in one convenient package? Just when you thought it couldn’t get any better.

Rockton Software http://www.rocktonsoftware.com 877-476-2586 Auditor Changes happen. Now you have a way to track them all.

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


Arkieva http://www.arkieva.com • 302-738-9215 (APS) Advanced Planning and Scheduling An integrated solution set that fully supports an organization’s Sales and Operations Planning needs. Modules include Demand & Supply Planner, S&OP, Single & Multi-Echelon Inventory Analyzer and Finite Scheduler.


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HighJump Software

http://www.highjump.com 800-328-3271 ext. 4 EDI and WMS Solutions from Highjump EDI and Warehouse Management Solutions for Microsoft Dynamics that streamline the flow of inventory & in-formation from supplier to store shelf. Our adaptable solutions manage the needs of 14,000+ global customers.






System Enhancement

AIM Technologies http://www.aim-technologies.com 888-234-0428 DataSpy Provides information on tables updated and modified during the processing of transactions to speed customization and report development. Works with third-party modules.

DynamicsDownloads

http://www.DynamicsDownloads.com 419-581-2300 DynamicsDownloads Looking for a Dynamics Add-On Solution? Search, Buy and Sell here!




Isis, Inc. http://www.isissoftware.com/enha/isis_sl_expanded_master_info.aspx • 804-762-4200 Expanded Master Information Easily add more user fields for Vendors, Customers, Employees, Inventory, & Projects.

Isis, Inc.




System and Network Management

Isis, Inc.


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.



Professional Business

Software, Inc. http://www.pbsisoftware.com • 940-648-2526

NEW: PBSISTConnect PBSISTConnect automates the sales tax computation and reporting process through a connection to CCH’s SaasCORE cloud offering. Computed tax amounts are brought back into SL. Automated tax returns are prepared by CCH.


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.

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Scalable Data Systems http://www.scalable.com.au/products/workforce-planning • 425-931-9972 Timesheet - Labor Costing Management Allow real time visibility of costs to current projects. Key Features: Payroll Integration, Workflow Approvals, Total hours or start/end times.



Trade Promotion Management



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

Alba Spectrum Corporation http://www.albaspectrum.com • 773-384-9264 Alba360 Advanced Workflow Incl. web-based Visual Designer, rules engine, simple doc mgmt., web-based data entry and workflow manager. Very customizable, integrated with GP, Apple, Android and link to other apps. Call re Proof of Concept offer





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 notifications 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 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.

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.

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.NET Development

Alba Spectrum Corporation http://www.albaspectrum.com • 773-384-9264 Alba Spectrum Corporation We specialize in Customization and Integration solutions for Dynamics GP using Dexterity, .NET based & the Alba360 Advanced Workflow system.

Isis, Inc. http://www.isisinc.com • 804-762-4200 Isis .NET Development Isis provides cost effective outsourced .NET development (C#, VB.NET, ASP.NET, C++) to our partners and customers worldwide at reduced rates as low as $20 per hour depending on project size and skill set required!


Application Service Provider/Hosting

MG Technology Group

http://www.mgtechgroup.com/about-us/partner-program/ • 866-350-9310 Dedicated Dynamics ERP Hosting Services - 99.999% SLA, SSAE16 11+ years experience, you own the customer relationship, 100% US support.

Myappsanywhere

http://www.myappsanywhere.com 888-636-HOST Premier Cloud Computing Provider Myappsanywhere provides a complete go-to-market integrated cloud solution delivering 99.999% uptime, customiza-tions, no minimums and secure storage in its privately-owned SSAE 16 Type 2 data center facilities.

Njevity, Inc. http://www.njevitytogo.com/partner 720-870-9700 NjevityToGo White Label “Dynamics Cloud Business in a Box™” Cloud & Hosting Services for Dynamics Partners Don’t sell THEIR ERP Cloud, sell YOUR ERP Cloud, YOUR Brand. With our Cloud Services Program–YOU own the customer, YOU handle the billing, YOU make BIG $ for the entire contract. WE make YOU look like a Cloud Expert!


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!


Reviora http://www.reviora.com • 813-344-1600 Cloud ERP hosting Cloud hosting for Dynamics ERP/CRM. Enterprise-class delivery.

RoseASP http://www.mygpcloud.com • 888-794-9401 MyGPcloud myGPcloud is the first on demand web-based Microsoft Dynamics GP application offered on a monthly subscription, with no setup fees. Start your prospects on myGPcloud with a free 30 day trial in less than 5 mins.

WatServ http://www.watserv.com 866-531-2598 ext. 2311 Hosting and Cloud Computing for Microsoft Dynamics ERP and CRM WatServ is one of North America's largest, most experienced providers of Cloud Computing services for Dynamics AX, NAV, GP, SL & CRM.

Custom Development


Isis, Inc. http://www.isisinc.com • 804-762-4200 Isis Custom Development Isis provides cost effective outsourced custom development (C#, VB.NET, ASP.NET, C++) to our partners and custom-ers worldwide at reduced rates as low as $20 per hour depending on project size and skill set required!

KTL Solutions, Inc. http://www.ktlsolutions.com • 866-960-0001 Custom Development We are a certified .Net and Dexterity development group with over 15 years experience. Provide us with your require-ments for a free estimate.




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

NEW: 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


ServicesSE

RV

ICES



SERV

ICES

DexPros http://www.dexpros.com • 623-535-9216 Microsoft Dynamics GP Development Professionally designed & developed enhancements/integrations/upgrades and support by experienced Dexterity/SQL/.NET/VB developers.


HR & Payroll Implementation & Consulting

Integrity Data http://www.integrity-data.com 217-732-3737 ext. 0203 HR & Payroll Enhancements for Dynamics GP We can implement the entire GP solu-tion or only certain components. We also offer a variety of customization and training services.



Implementation Services



Isis, Inc. http://www.isisinc.com • 804-762-4200 Isis Consulting 15+ years of experience in implement-ing Dynamics Solutions.




Managed Services

mcaConnect http://mcaconnect.net • 866-622-0669 Managed Services for AX mcaConnect customers utilize our industry experts to maximize resources and AX ROI. Our proactive and dis-ciplined approach makes processes repeatable and predictable. Includes AO, Optimization, and Reporting.


Manufacturing Implementation & Consulting

Accounting Software, Inc.

http://www.accountingsoftware.com 916-476-5462

NEW: Accounting Software, Inc. We provide top shelf implementation and support to expand your industry-specific needs. We serve manufacturing, human resources, and payroll.

Marketing Planning & Services

Looking Glass Marketing

http://www.lookingglassmarketing.com 614-453-5927 Cost-effective Marketing Solutions for Microsoft Dynamics Partners Award-winning outsourced marketing services including lead generation, nurture marketing, email marketing, web design/SEO, content development.

The Partner Marketing Group

http://www.thepartnermarketinggroup.com 605-574-9432 Microsoft Approved Vendor for Dynamics & R2R Marketing Consulting From strategic marketing plan develop-ment to the critical daily execution, this Microsoft experienced team can help fill your sales pipeline.

Tornado Marketing, Inc.

http://www.tornado-marketing.com 608-213-0377 Marketing Consulting Tornado Marketing offers high-impact, highly effective marketing consulting. 10+ years in the channel. Websites. SEO. Copywriting.

Member Organizations

ERP Software Blog

http://www.groupbloggers.com • 888-800-0999 ERP Software Blog/CRM Software Blog Group blog sites for VAR/ISV partners to increase SEO, web traffic,leads

OnDemand Trials

RoseASP http://www.goERPcloud.com • 855-ERP-CLOUD ERP Cloud Trials Test drive preconfigured Microsoft Dynamics industry specific demo environments with integrated ISV so-lutions built for the web. goERPcloud trials help users understand the power of Dynamics and the cloud.

Partner Support Service

DFC Consultants, Ltd http://www.DFCconsultants.com 800-277-5561 Expert WennSoft Support Get expert WennSoft support for your customers from an Executive Partner.

Plumbline Consulting, LLC.

http://www.PlumblineConsulting.com 419-581-2300 Partner Support Services Leverage our Partner Support Services, including Support, Custom Development & Implementation Assistance to expand your offerings. 25+ yrs.

Project Management

Accounting Software, Inc.

http://www.accountingsoftware.com 916-476-5462

NEW: Accounting Software, Inc. We provide top shelf implementation and support to expand your industry-specific needs. We serve manufacturing, human resources, and payroll.

Sales Tax Management Service

Avalara, Inc.



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!



SER

VIC

ES Software Development

Consulting

Isis, Inc. http://www.isisinc.com • 804-762-4200 Isis Consulting Isis provides cost effective outsourced software consulting to design, build, & test the software your clients need worldwide at reduced rates as low as $20 per hour depending on project size and skill set required!


Strategic Services

mcaConnect http://www.mcaconnect.net • 866-622-0669 mcaConnect Strategic Services Strategic Services allow our clients to strategically leverage technology to achieve competitive supremacy. Offerings include: business transforma-tion, Lean/manufacturing excellence, and Strategic BI services.

Training


Upgrades



CuroGens, Inc. http://www.curogens.com • 317-815-8120 Dynamics AX Upgrade Assessor for Microsoft Dynamics® AX In just minutes, Dynamics AX Upgrade Assessor for Microsoft Dynamics® AX will estimate costs for your company to upgrade to the most recent version of Microsoft Dynamics® AX, including the latest cumulative update.

InterDyn BMI http://www.interdynbmi.com • 866-264-3249 InterDyn BMI Microsoft Gold Certified provider of services and upgrades since 1985.

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.

Search by keyword, or fi lter by Microsoft Dynamics product line, Industry, Horizontal or Service off erings with the new Mobile Version of The List!

Add it to your home screen from:

www.thelistmobile.com

The List Mobile

PROCESS Manufacturing

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 based on experience and client feedback.

• We integrate with Microsoft Dynamics GP, SL, and NAV.• Clients can streamline and scale their operations, improve productivity 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.

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.

When it comes to

Food

Beverage

Paint

Chemical

Brewing

Distillery

Baking

Flavors

Pharmaceutical

Nutraceutical

Personal Care

Cosmetics

we need to be in the mix.

Visit vicinitymanufacturing.com or call (770) 421-2467 andlet’s start working to get that client on board.

the partner channel magazine spring 2015

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