Collaboration

FALL 2015
www.thepartnerchannel.com
Collaboration
MORE THAN
LIP SERVICE
Hiring
AND KEEPING
New
Talent
CONGRATULATIONS
TO THE 2015
MICROSOFT
DYNAMICS
Partner
Award
Winners

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contents
® Magazine
IN EVERY ISSUE
8
Contributors
Masters of Collaboration
9
Events
Booking Out
10
News
Great Mix This Quarter
12
On the Homefront
Memoirs of a
Great Collaboration
20
Members Only Corner
Myappsanywhere
52
Advertiser Index
Find the Solutions You Need:
Part 1
53
The List
Find the Solutions You Need:
Part 2
DEPARTMENTS
Leadership
18
You’re In My Sandbox:
Why Collaboration Sometimes
Doesn’t Work
40
No Man (or Woman) is an Island
Sales
22
A Cautionary Tale
Marketing
26
Collaborative Marketing
is the New Black
42
Gourmet Marketing
FEATURES
14
2015 Microsoft Dynamics
Partner Recognition
16
TPC Interview
Jeff Geisler
25
Word-A-Ganza
30
Meet the Class of
“Marketers Excel into Geniuses”
32
VAR Profile
Hiring and Keeping Talent
39
Logo Contest
44
Building and Leveraging
College Connections to
Secure New Talent
48
ISV Profile
Nexonia
50
TPC Caption Contest
and Results
A publication dedicated to building ing a community for Partners
THEPARTNERCHANNEL.COM | FALL 2015 5

knows
Commodity & Manufacturing
Built on the
ERP Platform
and providing seamless integrated ERP solutions
TRADERS
Scalable Commodity allows:
Real time position management
– Physical and financial
Mark to market valuations
Future contract hedging
Contract pricing
– Fixed & multiple price fixing options
– Exchange based
– Multiple fixings per contract/shipment/
load
– Flexible allocation of price fixings
– Non-fixed price contracts
Quality specifications
– Record quality analysis (QA) results
per load
– User defined formulae to calculate
bonus and discounts based on QA
results
Prepayment of buy and sell contracts
Provisional invoicing
Accrual management – and MORE…
INDUSTRIES
Scalable Commodity works with
a diverse range of industries including:
Agri-Commodities: Grains, Cereals,
Oilseeds, Soya, Pulses, Nuts, Seeds
Softs: Coffee, Cocoa, Sugar,
Cotton, Wool
Nuts and Oils: Spices, Nuts, Seeds,
Essential Oils, Botanicals, Edible Oils
Chemicals: Fertilizers, Nitrates,
Ammonia, Drug & Cosmetic Companies
Food: Breweries and Distilleries,
Pasta Manufacturers, Snack Foods,
Meat and Poultry Processors,
Fruit Juice, Bakers, Animal Feed,
Tea, Coffee, Dairy
Energy: Bio-Fuels, Coal, Woodchips
Metals: Scrap, Copper, Zinc,
Magnesium, Manganese, Gold
MANUFACTURERS
Scalable Commodity allows
manufactures the ability to allocate
contract quantities against planned
requirements generated from standard
Dynamics AX master planning.
Key features include:
Master planning and demand
forecasting
Visibility of production demand
across
the supply chain
Manage raw material contracts
Track and manage costs for each
contract and shipment to calculate
landed cost for raw materials
Use allocations to generate
shipping/delivery instructions
and MORE…
Dealer Enquiries Welcome
Global enquiries: +1 714 594 7690
info@scalableax.com
www.scalableax.com

The Partner Channel ® Magazine
Fall 2015
Publisher
TPC Publishing
Editor-in-Chief
Jenny Davis
Copy Editor
Kate Mund
Writers
Bethany Foyt
Jasmine McNellis
Jenny Davis
Contributing Writers
Adrianne Machina
Barbara Pfeiffer
Linda Yates
Pam McGee
Peter Joeckel
Tracey Kantrud
Art Director
Shawn Olson
Contributing Artists
Dave Swang
Matt Mastrud
Shawn Olson
Advertisement Sales
Jane Olson
Membership Program Manager
Jasmine McNellis
NOTES
from The Partner Channel
Email: Jenny@thepartnerchannel.com
Twitter: partnerchannel
Facebook: ThePartnerChannel
LinkedIn: company/the-partner-channel
The One About Collaboration
What do you think of when you read the word “collaboration”? I guess that depends
on your experiences.
When it’s a good fit, it can be a beautiful, productive thing, as Barbara Pfeiffer
shares in her article, “Collaborative Marketing is the New Black” (see page 26). If
you’re a little uneasy about the partnership, Peter Joeckel provides some scenarios
and lessons (with a very common theme) in “A Cautionary Tale” on page 22. If it
is just not working out, Pam McGee proposes that you don’t have to feel bad about making a change in
“You’re in My Sandbox” on page 18.
But let’s get back to those positive experiences, shall we?
The Microsoft Dynamics Partner Recognition program was this past July, and this year’s President’s
Club, Inner Circle, and Partner Award recipients are listed on page 14.
We also sat down with Jeff Geisler, CEO and senior managing director of Socius, the longest-running Inner
Circle Partner, to gain his perspective on the collaborative spirit that comes with the Inner Circle Summit.
We’re also collaborating with Partners to offer a new highlight in the magazine, dubbed the Solution
Spotlight. These spotlights feature customer success stories with Microsoft Dynamics add-on products
and services, and we’re excited to showcase this value on pages 36-38.
Thank you to my team, our advertisers, and participants in The List for your collaborative efforts on this
issue (and through the years!).
Enjoy the read, and here’s to some more great collaborative experiences.
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
Jane@thepartnerchannel.com. 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.
Jenny Davis
president of The Partner Channel
Collaboration
MORE THAN
LIP SERVICE
Hiring
AND KEEPING
New
Talent
This label only applies to the text stock.
FALL 2015
www.thepartnerchannel.com
CONGRATULATIONS
TO THE 2015
MICROSOFT
DYNAMICS
Partner
Award
Winners
On the Cover
Ancient Sumerian men and women were possibly the first to
invent and wear lipstick, about 5,000 years ago. They crushed
gemstones and used them to decorate their faces, mainly on
the lips and around the eyes. Also around 3,000 BC to 1,500
BC, women in the ancient Indus Valley Civilization applied
red-tinted lipstick to their lips for face decoration. Ancient
Egyptians extracted red dye from a small amount of iodine and
some bromine mannite, but this dye resulted in serious illness.
Lipsticks with shimmering effects were initially made using a
pearlescent substance found in fish scales. Source: Wikipedia
Cover illustration by Matt Mastrud for The Partner Channel ® .
THEPARTNERCHANNEL.COM | FALL 2015 7

CONTRIBUTORS
ADRIANNE MACHINA
PAM MCGEE
Email: Amachina@tornadomktg.com
Facebook: Adrianne.machina
Twitter: Adriannemachina
LinkedIn: Adriannemachina
Email: Pmcgee2@hotmail.com
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 IS THE PRINCIPAL OF PMCGEE CONSULTING and specializes in
helping businesses get to the future instead of having their future get to them.
Specialty areas that you can count on Pam for are building a culture, defining
shared values, coaching, leadership, and basic HR practices. Pam has more
than 20 years business experience, 10 years consulting experience, and strong
leadership and management skills.
BARBARA PFEIFFER
PETER JOECKEL
Email: Barbara@thepartnermarketinggroup.com
Twitter: PartnerMktGrp
LinkedIn: Pfeifferbarbara
Blog: www.thepartnermarketinggroup.com/blog
Email: Pjoeckel@turnondynamics.com
Twitter: TurnOnDynamics
LinkedIn: Peter Joeckel
Website: www.turnondynamics.com
Blog: blog.TurnOnDynamics.com
WHEN IT COMES TO INNOVATIVE MARKETING FOR TECHNOLOGY COMPANIES
and their channel, few people possess the level of expertise, leadership,
and passion as Barbara Pfeiffer, senior marketing consultant for The Partner
Marketing Group. Barbara has spent most of her career developing and driving
high-performing marketing programs for Microsoft and a global network of
VARs and ISVs. She was the strategic mind behind many exclusive Microsoft
programs such as GAP, Landlord, Butterfly Publisher, Marketing Essentials,
and Marketing Office Hours. Barbara is constantly on the leading edge of
marketing and specializes in helping clients build and execute comprehensive
marketing plans including social media, inbound marketing, nurture marketing,
and content marketing, as well as marketing assessments and plan/program
development and management.
LINDA YATES
Email: Linda@lhyatesconsulting.com
Facebook: Lindahyatesconsulting
Twitter: Lhyates
LinkedIn: Lhyates
YouTube: Lhyates
Website: www.lindahyates.com
KNOWN AS “THE IMAGE ENERGIZER”, Linda is a highly-sought international
keynote speaker, executive coach, and corporate trainer. She has produced
more than 250 educational seminars on helping individuals and businesses
uncover, realize, and accomplish their goals. She has motivated more than
10,000 individuals representing Fortune 500 companies throughout North
America – including Tyco, American Express, Wells Fargo, Microsoft, Fannie
Mae, Century 21, and Office Depot – on their internal processes and corporate
initiatives. Host of “The Executive Edge” podcast and author of “6 Steps to
ENERGIZE Your Brand”, Linda believes that nothing is impossible.
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.
TRACEY KANTRUD
Email: v-trlaq@microsoft.com
Website: www.microsoft.com/dynamicsAA
TRACEY KANTRUD IS A PROGRAM MANAGER for the Microsoft Dynamics
Academic Alliance. She works with Microsoft Partners and educational
institutions worldwide to get new Microsoft Dynamics junior resources into the
industry. Tracey enjoys the opportunity to share students’ excitement when
they get their first Microsoft Dynamics job through Academic Alliance success
stories. Tracey has a background in journalism, communications, and project
management.
8 FALL 2015 | THEPARTNERCHANNEL.COM

EVENTS
Microsoft Dynamics AX
User Group Summit
October 13-16 | Reno, NV
axugsummit.com
Microsoft Dynamics CRM
User Group Summit
October 13-16 | Reno, NV
crmugsummit.com
Microsoft Dynamics GP
User Group Summit
October 13-16 | Reno, NV
gpugsummit.com
Microsoft Dynamics NAV
User Group Summit
October 13-16 | Reno, NV
navugsummit.com
NAV Directions 2015
October 25-28 | Orlando, FL
www.navdirections.com
Microsoft Dynamics AX
Industry Training-Retail
October 26-30 | Fargo, ND
https://training.partner.microsoft.com
Microsoft Dynamics AX
Industry Training – Manufacturing
November 2-6 | Fargo, ND
https://msevents.microsoft.com
Microsoft Dynamics CRM Foundations
November 9-13 | Charlotte, NC
https://msevents.microsoft.com
eXtremeCRM 2015
November 16-19 | San Diego, CA
www.extremecrm.com
Convergence 2015 Europe
November 30-December 3
Barcelona, Spain
www.microsoft.com/dynamics/convergence
Microsoft Dynamics
Technical Conference
February 23-25 | Seattle, WA
www.microsoft.com/dynamics/
techconference
Microsoft Dynamics US
Industry Summit 2016
February 29-March 3
Rancho Palos Verdes, CA
www.usdynamicsevents.com
Convergence 2016 New Orleans
April 4-7 | New Orleans, LA
www.microsoft.com/dynamics/convergence
www.microsoft.com/convergence
Where business meets possibility.
Discover the solutions, the connections, and the inspiration to take your business to the next
level. At Microsoft Convergence, you’ll hear from visionary leaders who are blazing new trails and
will challenge you to think about your business in news ways. Get an insider’s look at innovations
that address your business challenges. Share insights with colleagues from around the world, and
make connections that will last long after the event.
Barcelona, Spain
30 November–2 December
Register now!
New Orleans, Louisiana
April 4–7
Save the date!
THEPARTNERCHANNEL.COM | FALL 2015 9

NEWS
ACOM has designed true groundbreaking
integration with Microsoft Dynamics GP.
Driven by ACOM’s content management
platform, payables automation delivers “realtime”
functionality from purchase order
through completed Microsoft Dynamics
GP transaction and secure archival.
Automatically capture invoices and related
documents to create Microsoft Dynamics
GP transactions directly from OCR data or
workflow approval. Gain immediate visibility
and control with no import or export data
required. Eliminate manual processes,
increase efficiency and productivity, and
accelerate approval time from days or weeks
into just hours. Turn payables into a profit
center for real bottom-line performance.
Learn more at www.acom.com.
Carbonite, Inc. (Nasdaq: CARB), a leading
provider of cloud and hybrid business
continuity solutions for small and midsized
businesses (SMBs), announced the expansion
of its highly successful free trial program to
its global network of distributors, national
solutions providers, and more than 6,000
channel partners. With this full-feature, noobligation
trial, Carbonite partners can now
offer their customers the power and simplicity
of the Carbonite Server Pro Bundle, which
includes both server and workstation back-up
technology. “The majority of small businesses
who try Carbonite become customers,” said
Pete Lamson, senior vice president of global
sales at Carbonite. “Together with a very
strong renewal rate, our new Partner Trials
program makes it easy for our partners to
demonstrate value to their customers, drive
sales of Carbonite, and enjoy a recurring
revenue stream for years to come.” To learn
more about Partner Trials, or to become a
Carbonite partner, visit www.carbonite.com/
partners.
Computer Market Research (CMR), a
leading developer of Web-based channel
management solutions, announced that
it is providing an online portal for Urban
Armor Gear, the manufacturer of military
grade phone and tablet cases. The portal
will be used to help Urban Armor Gear
manage its Deal Registration Program,
which gives its partners security and reduced
channel conflict. Urban Armor Gear is
using CMR’s deal registration software to
streamline the process via automated alerts
and comprehensive dashboards that show
the status of deals in real time. For full
details, visit computermarketresearch.com/
news/2015/06/30/cmr-provide-web-basedportal-urban-armor-gear.
Crestwood Associates LLC acquired longtime
Oak Park-based Acumatica, Sage, and
Greentree consulting firm, Visions Business
Solutions (VBS) on August 17, 2015. VBS will
operate under the Crestwood Associates name
at its Mount Prospect, Illinois headquarters.
Crestwood provides Microsoft Dynamics and
Acumatica accounting solutions to mid-sized
companies and has done so for 17 years.
This is Crestwood’s second merger in 2015,
emphasizing the firm’s focus on growth and
its determination to offer clients an expanding
portfolio of products and services. Learn more
at www.crestwood.com.
Cutwater Solutions, the designer and provider
of Cutwater AIM (Advanced Inventory
Management) software, announced that
Sunroof Express, a leader in sunroof and
T-top replacement, has implemented Cutwater
AIM to improve the visibility of its inventory.
Sunroof Express has been serving customers,
and fulfilling their roof panel and convertibletop
glass replacement needs, for more than
20 years. Located in Troy, Michigan, Sunroof
Express’ expertise with cars and auto insurance
companies has allowed the company to thrive.
With such a trend-based industry, Sunroof
Express was looking for a tool that would help
increase its visibility and have a more accurate
interpretation of its inventory. For more
information, visit www.cutwatersolutions.com.
DFC Consultants has hired Scott Aafedt
as a business solutions consultant and
Jason Buckingham as an applications
consultant. Scott previously worked
as a senior technical lead at VMC
Consulting, and Jason has 15 years of
experience in accounting and Microsoft
Dynamics GP, most recently serving as
a senior solution specialist with Encore
Business Solutions. DFC Consultants is
a Microsoft Gold Certified Partner with
three locations across North Dakota. Visit
www.dfcconsultants.com to learn more.
DynamicPoint’s Requisition Management
Application supports various scenarios of
receiving that allow a non-Microsoft
Dynamics user to not only create a requisition,
but also to create receipts directly within
Microsoft SharePoint. The solution, which
is configurable to accommodate various
hybrid methods, supports centralized
receiving, decentralized receiving, or a
combination of the two. It triggers workflow
to ensure approval of receiving transactions
before automatically posting to Microsoft
Dynamics NAV, and it enables users to
approve receiving transactions via email.
See how it works, view a video, and read
the latest blog post at sharepoint-blog.com/
sharepoint-dynamics-nav-automate-receiving-
3-different-ways.
Green Beacon Solutions, a national Microsoft
Dynamics CRM Partner and expert in
helping federal, state, and local governments
operationalize their strategies, announces the
promotion of Matthew Beaumont to vice
president of public sector. Matthew, who has
been with Green Beacon since 2004, drives the
company’s go-to-market strategy for the public
sector practice and oversees the company’s
CRM implementations for government
entities, including the U.S. Department of
Veterans Affairs, U.S. Department of Treasury,
and Fairfax County, Virginia. Learn more at
www.greenbeacon.com.
Got news? Share it with us at www.thepartnerchannel.com/magazine
under “News,” and we’ll print it in the Winter 2016 issue of the magazine.
10 FALL 2015 | THEPARTNERCHANNEL.COM

Integrity Data, a longstanding leader in payroll
and human capital management for Microsoft
Dynamics, has acquired Sypnio Software, a
startup focused solely on Affordable Care
Act (ACA) reporting and compliance. “Due
to the urgency for employers to prepare for
the intricate new IRS reporting come January
2016, we made the strategic decision to bring
in an all-inclusive solution that will benefit our
reselling Partners and customers,” says Patrick
Doolin, CEO of Integrity Data, referring to
the acquisition that fits perfectly into Integrity
Data’s existing suite of solutions. To read the
full press release, visit www.integrity-data.
com/integrity-data-acquires-sypnio-softwareramps-up-aca-muscle.
k-eCommerce is gearing up for a busy end to
2015. The company finalized its integration
to Microsoft Dynamics GP 2015, Microsoft
Dynamics NAV 2015, and Microsoft Dynamics
CRM 2015 and doubled the size of its support,
development, and project teams to prepare
for more new clients and projects than ever
before. Learn more at www.k-ecommerce.com.
NMB Solutions and ProShip® now offer a global,
flexible, and native Microsoft Dynamics AX
multi-carrier shipping and manifesting solution
that will handle customers’ domestic and
international small parcel and LTL shipments.
Visit www.nmbsolutions.ca for details.
Tribridge, a 650-person technology services
firm specializing in business applications
and cloud solutions, has joined the NetSuite
Solution Provider Program to meet the
rising demand for cloud enterprise resource
management (ERP), and e-commerce among
midmarket customers in the U.S. NetSuite Inc.
(NYSE: N), is an industry-leading provider of
cloud-based financials/ERP and omni-channel
commerce software suites. To learn more, visit
www.tribridge.com.
Open Door Technology is pleased to announce
its rental module for Microsoft Dynamics
NAV has passed the software solution test
for the Certified for Microsoft Dynamics
accreditation, which is a major step towards
achieving the Certified for Microsoft Dynamics
designation. The Open Door Rental Software
module has demonstrated excellence in
development quality and Microsoft Dynamics
NAV compatibility. The response from the
equipment rental industry to the solution made
Open Door a finalist for Regional Partner of
the Year. Learn more at www.opendoor.ca.
Visit the Panatrack exhibit (GPUG booth #703)
to learn more about PanatrackerGP Version
7, which brings new levels of warehouse
management system (WMS) functionality to
the proven and trusted PanatrackerGP barcode
inventory and asset management product.
The version includes improved tools for order
fulfillment, picking routes, license plating,
manufacturer item cross reference, directed
transfers, and unique item identification
(UDI). PanatrackerGP Version 7 supports
Microsoft Dynamics GP 2015, GP 10, GP
2010, and GP 2013. PanatrackerGP supports
Microsoft Dynamics GP in both on-premise
and private or public cloud environments
and uses Microsoft Dynamics GP as the
data master, rather than adding a separate
database that must be synchronized. Visit
www.panatrack.com to learn more.
The Infinia Integrator, a Sikich LLP ISV
solution with on-screen color-coded data
validation, is the easiest way to copy and paste
data fully validated from Microsoft Excel to
Microsoft Dynamics GP. New modules for the
Infinia Integrator now include Master Records
including GL Posting Accounts, AP Vendors,
and AR Customers. Additionally, a 240-day
conversion start-up suite can be licensed for
customers converting to Microsoft Dynamics.
Visit www.excelintegrator.com for details.
Stoneridge Software was the honored
recipient of the Best-in-Class Gold Award for
midsize companies in Minnesota Business
Magazine’s 2015 Best Companies to Work
For. From the top 100 companies, three
award winners were announced in each
of the small, midsize, and large business
categories. Anonymous survey results
showed the company is lauded for being
an employee-focused company where
employees feel valued and empowered
to be creative and speak their opinions.
Learn more about Stoneridge Software at
www.stoneridgesoftware.com.
On August 1, several TrinSoft team
members participated in the third annual
LBX Dig Deep 5K, which TrinSoft also
sponsored. The event was born in 2013
when LBX Company, already committed
to promoting a healthy work environment
for its employees, decided to put on a race
for everyone and help raise awareness for
a charity in the process. All net proceeds
for this year’s event benefit the Lexington
Shriners Hospitals for Children. For more
information, visit lbxdigdeep.com.
XAPT Corporation, a global Microsoft
Dynamics provider, announces that
Leavitt Machinery, one of the largest
material handling equipment dealers in
North America, has selected its Microsoft
Dynamics AX for Equipment Dealers
integrated ERP solution to streamline
business processes and better equip the
business for growth. Leavitt Machinery
will implement Microsoft Dynamics AX
by utilizing XAPT’s rapid deployment
implementation product, SEAL. SEAL
incorporates world-class industry software
that has been pre-configured, with proven
best practices and predefined methodology.
Learn more at www.xapt.com.
Got news? Share it with us at www.thepartnerchannel.com/magazine
under “News,” and we’ll print it in the Winter 2016 issue of the magazine.
THEPARTNERCHANNEL.COM | FALL 2015 11

ON
HOMEFRONT
THE
Memoirs of a Great
COLLABORATION
story by
Ah, collaboration. Before I had a couple of great
professional instances under my belt, the word
conjured up memories of group projects in college.
Remember those groups? Two or three people did
99 percent of the work; one or two people showed
up to each meeting but had no idea what was going
on; another pledged help but never actually did anything; and the final
person disappeared after the first meeting and didn’t show up again
until the in-class presentation. (Statistically speaking, some of you
must fall into those latter categories. Don’t worry, I’m over it now.)
Those aforementioned professional instances washed away the
angst of the college ones. In my first professional role, I was fortunate
to work on a team where a group of talented
people came together to put on
events for Partners and customers.
If I break it down, there were two
things that really helped everything
come together: Roles and goals.
Each team member had a specific
role. We had one major event per
quarter, and a couple of smaller
ones sprinkled throughout the
year. The primary event managers
were assigned events on either side of the
calendar year, so that when one event ended, there was a small buffer
before the next one heated up.
Individuals were assigned to content management, marketing,
communications, sponsors, ancillary events, graphic elements,
keynote messaging, and so on. Many of these individuals kept the
same responsibilities event after event, so as to create a cadence,
although some roles did rotate from time to time to keep people fresh.
With these roles assigned, we moved forward and executed on our
events with very little burnout. Seriously. Sure, there were intense,
hands-up-in-the-air moments, but overall, we were a happy, sane
team. We even had lunch away from our desks and took strolls to
the vending machines to play the “if calories didn’t matter” game (it’s
pretty much what you imagine).
The other element of this team’s success was that we had a
common goal in mind: Serving Partners and customers. (Specifically,
to improve the lives and business success of Partners and customers).
When we were looking at a location, agenda, speakers, content,
stage design, etc., our audience was a key factor in the decision. Would
it be a good move for them? Would it enhance their experience?
In my first professional role, I was
fortunate to work on a team where a group
of talented people came together to put on
events for Partners and customers.
That came from the top down, and the company lived it and
breathed it. It was special, and I haven’t really seen anything like it
since.
Looking back with a fair dose of nostalgia, I think that team could
still be producing great experiences for Partners and customers. But
like most good things, that time came to an end. That experience was
a springboard for people to go out and create many other worthwhile
and service-oriented endeavors, and I am better for the lessons those
individuals shared with me.
12 FALL 2015 | THEPARTNERCHANNEL.COM

MICROSOFT DYNAMICS
PARTNER RECOGNITION
PARTNER AWARD RECIPIENTS
Microsoft honored 28 Partners with individual awards for their exceptional performance in delivery of
solutions to customers in the past year.
Global Outstanding Reseller of the Year: Accenture/Avanade
Global Outstanding ISV of the Year: LS Retail EHF
REGIONAL AWARDS
Reseller of the Year - Asia Pacific: Ignify, Inc.
Reseller of the Year - Canada: ThinkMax Consulting Inc.
Reseller of the Year - Central and Eastern Europe: Netwise S.A.
Reseller of the Year - Greater China: Tectura
Reseller of the Year - France: TVH Consulting
Reseller of the Year - Germany: proMX GmbH
Reseller of the Year - India: Acxiom Consulting Pvt. Ltd.
Reseller of the Year - Japan: Yokogawa Solution Service
Corporation
Reseller of the Year - Latin America: Accendo S.A.
Reseller of the Year - Middle East and Africa: Levtech Consulting
DMCC
MICROSOFT PARTNER NETWORK AWARDS
Customer Relationship Management Partner of the Year:
Accenture/Avanade
Enterprise Resource Planning Partner of the Year: mcaConnect
Reseller of the Year - United Kingdom: eBECS Ltd
Reseller of the Year - United States: Tribridge Holdings, LLC East
Reseller of the Year - Western Europe: RealDolmen NV
ISV of the Year - Canada: Adxstudio Inc.
ISV of the Year - Central and Eastern Europe: Avilex
ISV of the Year - France: ISATECH SASU
ISV of the Year - Germany: GWS Gesellschaft für
Warenwirtschafts-Systeme mbH
ISV of the Year - India: Centric Solutions
ISV of the Year - Middle East and Africa: Dynamics Africa
Services (Pty) Ltd
ISV of the Year - United Kingdom: LexisNexis
ISV of the Year - United States: LS Retail EHF
ISV of the Year - Western Europe: LS Retail EHF
Microsoft Dynamics Cloud Partner of the Year: PowerObjects
Microsoft Dynamics Industry Partner of the Year: UXC Eclipse
PRESIDENT’S CLUB
President’s Club recognizes the top five percent of Microsoft Dynamics Partners worldwide and honors
their constant dedication to delivering solutions that meet their customers’ unique needs, active pursuit
of product and technological advancement, and impressive sales performance.
@Work Management
Associates B.V.
Abakion a/s
Accendo S.A.
adesso AG
Advania AS
Adxstudio Inc.
agiles Informationssysteme
GmbH
AKA Enterprise Solutions
ALTERNA S.R.L
Avilex
AX4B Servicos de Informatica
LTDA
Axnosis
Azzure IT Ltd
Binary Stream Software Inc.
CareWorks USA LLC
Circon Circle Consulting AG
Cloud9 Insight Ltd.
Cogsdale Corporation
Columbus Global UK Ltd.
Columbus IT Partner ZAO
CORNATOR A/S
Crestwood Associates
Customer Capital Consulting
Pte Ltd
CyanSYS Private Limited
Data Dynamic AG
Data Masons Software, LLC
Data Resolution
Delaware Consulting CVBA
Dialog Pty Ltd
Diamond Software Inc.
Digia Oyj
Digital Vantage Point Inc
EDAN Business Solutions NV
ELAD Systems Ltd.
Elbek & Vejrup A/S
Ellucian Company L.P.
Elva Baltic
E-Markets, Inc.
Epicor Software Corporation
eTelligent Solutions, Inc.
Financials for Office 365 Pty
Ltd
Fujitsu Limited
GAC Business Solutions
Gonzalez, Cortina, Glender Y
Compania, S.A.
Green Beacon Solutions
Hewlett-Packard Company
HGH Business Consultancy
HRP Europe Kft.
I9 Tecnologia e Inovacao
Empresarial
14 FALL 2015 | THEPARTNERCHANNEL.COM

2015
INNER CIRCLE
Inner Circle recognizes the top echelon of Microsoft Dynamics Partners and ranks them at the top of the
global network of Partners. This award is a direct result of the positive relationships that these Partners have
developed with customers as well as their commitment to delivering top-quality solutions.
ABeam Consulting Ltd.
Acando AB
Accenture/Avanade
Acxiom Consulting Pvt. Ltd.
Alfapeople Group Aps
Armanino, LLP
BKD Technologies
Blue Horseshoe Solutions, Inc
Capgemini Italia S.p.A
Columbus IT Partner Danmark
Columbus US, Inc.
Compusoft
Computer Engineering &
Consulting (Shanghai), Ltd.
CRM Partners B.V.
eBECS Ltd
Edgewater Fullscope
EG A/S
Empired Limited
EOS AG SpA
GMCS Verex
GWS Gesellschaft für
Warenwirtschafts-Systeme
mbH
Hand China Co., Ltd.
Hewlett-Packard Company
Hitachi Solutions
HSO International
IBM
incadea GmbH
Junction Solutions, LLC
K3 Retail Solutions Limited
KPMG
Lanit ZAO
LINK Development
LS Retail EHF
mcaConnect, LLC
McGladrey Product Sales/
Corporate
Mepco Oy
MHT SRL
Modus Consult AG
Negotium Technologies
Netwise S.A.
OnDemand4U
Optevia Limited
PORINI
PowerObjects
Prodware
proMX GmbH
Pulse Automation Experts bv
Quattro Business Solutions b.v.
The Rand Group, LLC
RealDolmen NV
Rhino Systems, S.A. DE C.V.
SaaSplaza
Sable Systems Pty Ltd
SBS Group
Socius
Sonoma Partners, LLC
To-increase B.V.
Tribridge Holdings
Tridea Consulting
TVH CONSULTING
UXC Eclipse Pty Ltd
Veripark
Western Computer
XAPT Hungary Kft.
xRM
Yokogawa Solution Service
Corporation
Iglesias Farre Ros S.A.
Infoma Software Consulting
GmbH
Iniker S.A.
Innoviz Solutions Co., Ltd
Inventio IT A/S
iStone Dynamics Sverige AB
IT PIAST Sp. z o.o.
IT.Integro Sp. z o.o.
Japan Business Systems, Inc
KCP Dynamics
Korus Consulting Group
Lean4systems Ltd.
Ledgeview Partners
Link Management Solutions, SA
Logic Point s.r.o.
markmann + müller
datensysteme GmbH
Matriks IT A/S
Mergetool.com
Mint Management Technologies
(Pty) Ltd
mse GmbH
MW data a/s
NAVAX Consulting GmbH
NEC Asia Pacific PTE LTD
NSI IT Software & Services
Open Door Technology Inc
Oseberg Solutions AS
Parge Yazilim Danismanlik Tic.
A.S
Partners Associates S.p.A.
PricewaterhouseCoopers Pvt.
Ltd
Pylades
Pythagoras Communications Ltd
Quantiq Technology Ltd
Real Consulting Integration &
Operation S.A.
Rödl Dynamics AG
Sana Commerce
Scales Group Aps
SG Automatisering B.V.
Sielte S.p.A.
Singular Systems (Pty)
SIS Software, LLC
SK Global Software, LLC
Summit Group Software
SYCOR GmbH
Synergy Business Solutions, Inc.
Synergy Software Systems
Systems Advisers Group
Services Limited
Systems Limited
Technology Management
(Midlands) Limited
Tecnocom Telecomunicaciones
y Energía, S.A.
Terna GmbH - Zentrum fuer
Business Software
The Naviworld Group, Ltd
The TM Group, Inc.
TOPS Consulting LLC
UK Navicon
WebSan Solutions Inc.
WIKA Systems Schweiz AG
Wipfli LLP
Wipro Limited
Würth Phoenix Srl.
Young & Partners
THEPARTNERCHANNEL.COM | FALL 2015 15

TPC INTERVIEW
Jeff
Geisler
CEO and senior managing director of Socius
socius
The Power of Partnership
Socius has taken the reigns as the longest-running Inner
Circle member in the Microsoft Dynamics Partner community,
celebrating its 19th achievement this year. The Partner
Channel sat down with Jeff Geisler, CEO, to talk about what
this tenure means to Socius, their focus for the next year, and
how the company approaches bringing new talent into the
organization.
The Partner Channel (TPC): Nineteen years – that is quite an
achievement! Looking back over the years, what has been the
greatest benefit to being named to Inner Circle?
Jeff Geisler (JG): Thank you. It’s an honor to be recognized with this
distinction so consistently.
In terms of the Inner Circle event, the thing that has remained the
same from the first event to this last one is gaining a sense of where
Microsoft is headed – especially as it relates to Microsoft Dynamics –
and the interaction with other Partners in a completely different way
than how we interact in other places.
Inner Circle keeps the conversation at a level that is very strategic
in nature. There used to be an alumni event each year that was very
powerful as well, bringing together the top Partners over the years as
it’s important to stay in touch with that community.
TPC: Those who are familiar with the Inner Circle of past
remember a recreation-focused retreat. This year’s event was
more of a business summit, focusing more on strategy and
connection than relaxation and celebration. What are your
thoughts on that change? Did it translate well?
JG: I remember the first “world-wide” Inner Circle, where we traveled
halfway across the world to the Canary Islands. I wondered at the time
if traveling the distance would be worth it, but it really was – except
maybe for the part where I was without my luggage for one and a half
of the three days! I saw a place that I would probably never see, and
the event was interesting, valuable, and a place where I could deepen
relationships with people that I only talk to once or twice a year.
This summit-like event was a similar experience. It’s an evolution, really,
and the main objective was accomplished. The content helped me assess
and validate that we’re positioning ourselves effectively in the marketplace
at the appropriate time. Cloud and Cloud Solution Provider (CSP) are not
new to us, and I was glad to see that the big bets we’re making around
business intelligence (BI), analytics, and the enterprise and SMB space
with Azure are on target. I also met two Partners that I haven’t spent time
with before. You can’t give that a SKU and put it on the shelf.
TPC: You mentioned your big bets. How have you shifted your
focus over the years?
JG: I had to laugh when Kevin Turner (Microsoft chief operating officer
who hosted a Q&A at the event) said that you have to skate where the
16 FALL 2015 | THEPARTNERCHANNEL.COM

puck is going, as I say that all the time at Socius. When people ask what
differentiates us and keeps us ahead of the crowd, my answer is that it’s
our focus on being better at every interaction, every time, and not only
understanding our strategy today, but also where we’re going. We always
know where we’re going; we just may not get the time horizon correct.
We have a strong focus on helping our clients understand how
technology is changing and helping them adapt with that technology.
Cloud and analytics have really created an opportunity for clients to
get to know their businesses better through data and how that data
can help them better manage their business.
TPC: The threshold for achieving Inner Circle has shifted over the
years. Do you align your business goals for the year based on its
parameters?
JG: We did until three or four years ago. Back then, Inner Circle was
a metric that we beat our drum on. We wanted to be better for our
clients, and we used the retreat as a reward for our consultants.
We have shifted to focus our goals on what’s best for our business.
I try to be as optimistic as possible, and not dwell on the past. There’s
a time and a place for everything, and as long as we keep providing
value, that’s what is really important to us.
I have found that as the solutions get broader and clients grow
larger around the world, it has facilitated our ability to work with
Partners across the world. Just as there have been shifts in strategy,
there has been an evolutionary emergence of new products. In those
early days (after the Microsoft acquisition), I’m sure a lot of Microsoft
Dynamics AX and Microsoft Dynamics NAV Partners felt that way.
TPC: We focused on hiring in our VAR Profile for this issue (editor’s
note: see page 32 for that article). How does Socius approach hiring
new professionals?
JG: The Academic Alliance got us started with events, and we have since
evolved our approach over the last three years to hit college campuses
pretty hard. We start with 10 intern spots each spring and at the end of
the summer we make a few job offers. When an intern comes onboard,
we have the Socius consulting and development teams training them in
ways we wouldn’t have thought imaginable five years ago. There is a new
way of doing things and thinking and communicating, and sometimes
the newest consultants help us refocus our thoughts in that way.
I never imagined a major in analytics, but we’re hiring those people
today. It’s exciting to see their aptitude in taking data and applying it
to businesses. We have a client that is a baseball entity and we created
a dashboard to help them see which of their themed nights is the
most successful. It maybe wasn’t a surprise to learn that the most
successful night was the craft beer night, but it was good to have it
validated! When people realize the impact confident decision making
can have on their business, it’s huge.
The last thing is to look at what is important to young people. It’s
more than a job; it’s being relevant and having camaraderie amongst
their peers. Culture is more important now than it ever was.
THEPARTNERCHANNEL.COM | FALL 2015 17

LEADERSHIP
SALES
MARKETING
Why
Collaboration
Sometimes
Doesn’t
Work
story by PAM McGEE | illustration by SHAWN OLSON
The Beatles were successful because they collaborated at the right time, with the right music, and the
right talent. Space travel is a huge collaborative success story. The United States, Russia, the European
Union, and China are not only sharing the same vision, but they are also collaborating on resources
and equipment. Integrative software where ISVs, retailers, and Microsoft collaborate on an end-to-end
solution to the customer is often a success story. Beware, collaboration doesn’t always work, and it
certainly doesn’t always result in positive ROI, satisfied employees, loyal customers, and timely results.
During a round of 25 interviews (group and individual), people were asked, “When has collaboration not
worked?” They responded:
» “It doesn’t work when it is too difficult and creates extra work.”
» “It doesn’t work when the purpose is collaboration, not a solution for a customer, team, or business reason.”
» “It doesn’t work if people are shallow and only in the game for their gain.”
» “It doesn’t work if you create a sense of ‘losing power’.”
» “It doesn’t work when people don’t believe that collaboration is real, and they sense a preconceived notion that
the desired collaboration is only lip service.”
» “It doesn’t work when people don’t see possibility or are not open to others’ ideas.”
18 FALL 2015 | THEPARTNERCHANNEL.COM

Those are a few of the comments that
surfaced, and the general theme was, “I
know I should collaborate, but more often
than not, it just doesn’t work.”
Ron Friedman, Ph.D. and award-winning
social psychologist, states, “Collaboration
doesn’t work when there is pressure to
conform, and it also promotes laziness.”
Harvard Business Review experts say
collaboration doesn’t work when people are
fighting for scarce resources, although that is
often the time when leadership recommends
collaboration.
When field experts, events managers,
project managers, and so on are forced to get
work done by collaboration across teams,
budgets, and strategic priorities, it results in
a dismal failure because instead of assigning
a team and ownership to a result, everyone
is responsible, somebody should get the
work done, and no one lays his/her neck on
the line. The growing concern for the lack of
accountability just might have its root cause
in the growing popularity of collaboration.
In my experience, having watched my peers,
my team, and myself struggle with getting
things done in a matrix organization (which is
a code for lack of accountability), collaboration
just doesn’t work. Employees experience no
sincere or direct interest in the other person’s
success, team’s success, or division’s success.
Although collaboration sounds like the right
thing to do, it would be un-mainstream and
somewhat unpopular to say, “No, thank you. I
would prefer we not work together but rather
go it alone.” I sometimes think that that bold,
upfront statement would save lots of people
time, energy, and frustration.
Chief Executive Magazine recommends
that you avoid collaboration if there is
competition among the teams. Teams who
have one common goal and a decision maker
if a tiebreaker results are a much better
method for getting work completed.
When collaboration results in a leadership
group of people struggling to make it work,
it not only decreases employee satisfaction,
but it may also even result in a decline in
progress. We often assume that just putting
teams together to accomplish a goal is
enough. In Education Week, they indicated
that, “G_R_O_U_P W_O_R_K doesn’t spell
collaboration”. Unmanaged and cavalier
recommendations to cross-collaborate often
cause people to become more competitive,
less apprehensive to compromise, and even
willing to fight just to fight, even when both
teams may be closer to synthesis than realized.
It sometimes reminds me of the ever-popular idea that “two best friends from high schools
should live together as college roommates.” Sometimes it works, but more often than not, it
results in a messy friendship breakup. When two teams think they should “live together” on
the same project, my guess is the result is the same.
Running the risk of being unpopular, my recommendation is to stop the overt denial that
cross-collaboration is the answer. It’s popular, yes, but maybe it is not the answer.
When you do recommend collaboration, do so only when the teams know that at any time
they can say “no”, “not working”, and “taking my toys and going home”, because if you don’t,
you’ll end up wasting a lot of time deciding who gets to play with the dump truck and who
doesn’t, when the problem that really needs addressing is that someone is peeing all over your
sandbox.
THEPARTNERCHANNEL.COM | FALL 2015 19

MEMBERS ONLY
CORNER
INTERVIEW
Myappsanywhere delivers an integrated suite of Microsoft Dynamics
ERP, CRM, and ISV applications, Myappsanywhere’s cloud is designed to
help businesses improve their cost efficiencies and gain the agility they
need to grow. Myappsanywhere’s customizable cloud can tackle simple
configurations, complicated regulatory needs, and unique workflows.
Learn more at www.myappsanywhere.com.
What do you like most about the approaching fall
months?
I like the cooler weather and seeing the colors of the leaves
changing. I also enjoy working outside in my yard on the
landscaping.
What is your favorite thing about working in your role?
I’ve been with the company for almost nine years and have
been in my current role for three months. My favorite thing about
working in my role is collaborating with Partners and ISVs every
day on new products in the market and helping make it easier for
them to sell them.
Carl Hentsch,
What events are you attending this fall to help further
Hosted Applications
Manager
build your sales, marketing, and leadership skills within
your role?
Our company has a very busy fall with all the events that I and other team members will be
attending. We’ll be at Summit as attendees and plan to take prospects to a Jay Leno comedy
event, which should be a lot of fun. We volunteer for an upcoming event in Kansas City that helps
homeless pets. We’re also taking Myappsanywhere through a major rebrand, which is both exciting
and exhausting. I’m looking forward to rolling out the new look and message this fall – it will be
great to see our Partners’ reactions.
What tips do you have for working better together within teams?
Always know your weaknesses and others’ strengths. Don’t be afraid to ask for help when you
need it, and share your knowledge with other team members so everyone can benefit.
What is the most beneficial aspect of The Partner Channel’s membership program for
your company and why?
The Partner Channel is a great resource for collaborating with other Partners and gaining
valuable knowledge.
Congratulations!
The following Microsoft
Dynamics Partners
are celebrating their
membership anniversary
with The Partner Channel
this quarter:
2004
OCTOBER
» AIM Technologies
2005
NOVEMBER
» Corporate
Renaissance Group
2006
SEPTEMBER
» Martin and Associates
2007
NOVEMBER
» Sierra Workforce
Solutions
2013
NOVEMBER
» CAL Business
Solutions
2014
OCTOBER
» Channeltivity
The Partner Channel Membership Rewards
Our valued Members get the best of what The Partner Channel has to offer through…
» Bi-monthly Member calls
» Extra issues of The Partner Channel Magazine each quarter
» Discounts of 10 percent for Partner events and training, such as The Genius Series
» Company listing on The Partner Channel website
» Tipville, our special Member newsletter, LinkedIn group access, and more
Contact Jasmine McNellis via the information shared below if you want to benefit from these rewards.
Thank You for Your Membership!
Thank you to the Microsoft Dynamics Partners who have joined The Partner Channel’s community. Your
engagement and participation in the channel are what makes this community so great! For information
on The Partner Channel Membership Rewards Program, please contact Jasmine at 701-526-3531 or
Jasmine@thepartnerchannel.com.
20 FALL 2015 | THEPARTNERCHANNEL.COM

SALES MARKETING LEADERSHIP
22 FALL 2015 | THEPARTNERCHANNEL.COM

A
Cautionary
TALE
story by PETER JOECKEL | illustration by SHAWN OLSON
The original title of this article was going to be, “How I wasted over a year of my business life trying to
educate a start-up technology company on how to enter the Microsoft Dynamics channel, and in the
process become fabulously wealthy but instead wasted my time and now have nothing to show for
my efforts…not even a t-shirt”.
Evidently the problem with that title was that it would be too difficult to create the accompanying
illustration for the magazine.
Editor’s note (not really, it’s my own, but that sounds more important): The names of the dumb and mortified have
been changed to protect the guilty. Oh wait…never mind…my name is right there as the author!
Twitter generation article synopsis: Just because you build a better mousetrap the world will not beat a path to
your door, not if you do everything else wrong.
A little background music, please.
Well over a year ago, I received a random LinkedIn InMail touting a new technology that I might want to
represent. I did not understand the email, but something made me visit the company’s website. Once there I was
even more confused as the messaging did nothing to help me understand what the features were, never mind the
benefits.
At that point I should have deleted the email and forgotten I ever looked at the website, but something kept
nagging at me. Going back I suddenly
“thought” I knew what they were trying to say they could do, and if I was
right, I figured that we had a license to print money. Not that I need to print money, mind you: Being a Microsoft
Dynamics VAR has made me (and everyone else in the channel) wealthy beyond my wildest dreams.
So for purely academic reasons, I determined that bringing a new technology to the Microsoft Dynamics market
would be a great adventure.
Fast forward to today and painful lessons learned. If you are looking to work with a new ERP solution, an ISV
product, or even a new technology partner, you may save yourself a lot of time and money looking out for the
following potential pitfalls.
PRICING IS KING
Falling in love with your own technology is death.
It does not matter how much time and money
you spent developing your better mousetrap. More importantly, it
does not matter what you think is a fair price.
Hubris will blind you to what the market is telling you is a fair price. Pricing has to be based on what the market
is willing to pay…unless you are Apple, which in that case, charge whatever you want!
LESSON: If a company is not willing to listen to its Partners or customers regarding pricing…run.
CONTRACTS ARE COMPLEX
Partner programs have a myriad of complexities that require experience and finesse in structuring fair contracts.
If those are not in place, it can take years, not months, to get them ironed out.
Insert obligatory lawyer joke here.
LESSON: If fair and detailed Partner and end-user contracts are not firmly in place…run.
THEPARTNERCHANNEL.COM | FALL 2015 23

MARGINS MATTER
Q: How can you tell a company is clueless as to what will motivate a typical Microsoft
Dynamics Partner?
A: When their initial Partner program includes five percent margins.
LESSON: If you have to educate a company on basic financial realities in your industry…run.
MONEY MATTERS
If you are underfunded as a technology company, then critical sales, pricing, and margin
decisions are often made out of panic or fear, not on what is best long term.
Job costing and employee
scheduling keeping your
clients up at night?
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
Specializing in bi-directional Dynamics ERP time & attendance
solutions that are scalable, seamless and agnostic!
(800) 822-0973
www.SierraWS.com
LESSON: If you are dealing with a
company that adjusts pricing because they
may run out of money in a month…run.
THE CLOUD MATTERS
A lot of companies are not “in the cloud”,
mistrust “the cloud”, and have no plans to be
“in the cloud”. However, if you are promoting
a new technology, it had better be available
in the cloud just for the sake of credibility.
LESSON: If your better mousetrap
requires an investment in an old-fashioned
and expensive boat anchor to work…run.
SALES EXPERIENCE
MATTERS
You may understand every single bit
and byte in your software and understand
in detail how it compares historically and
currently to every other product in the
marketplace, but the fact remains that
no one cares if you can’t sell it clearly and
enthusiastically.
LESSON: If you cringe at the thought of
your customer listening to the same sales
pitch that you had to endure…run.
MESSAGING MATTERS
LESSON: If a company advertises “Sets of
Cube-Shaped Random Number Generators”
instead of “a Pair of Dice” on its website and
in its marketing materials…run.
For anyone still reading, please contact
me for a great investment on some
beachfront property that I am looking to
develop in Idaho. This is an absolute killer
opportunity…I guarantee it!
Peter Joeckel is the president and founder of
TurnOnDynamics, a Microsoft Dynamics
AX and Microsoft Dynamics GP Partner
that specializes in manufacturing
implementations and transitioning clients
that have outgrown Microsoft Dynamics GP
to Microsoft Dynamics AX.
Additionally, TurnOnDynamics focuses
on the strategic concerns of executives and
owners in managing large implementation
projects with client-side advisory services
and an introduction to agile DevOps tools,
strategies, and methodologies. Learn more at
www.turnondynamics.com, and reach Peter
at Pjoeckel@turnondynamics.com.
24 FALL 2015 | THEPARTNERCHANNEL.COM

LADIES AND GENTLEMEN, WE HAVE A WINNER!
Congratulations to Ron Schirm of UXC Eclipse for winning
our Summer 2015 contest.
Now for the next round of the Word-A-Ganza! Posted
below are 25 words that relate to the topics and themes
included in this issue of The Partner Channel Magazine.
These words can be found in the grid horizontally,
vertically, diagonally, backwards, and forwards. You can
submit your completed word find to us for a chance to win
a $10 gift certificate to Starbucks so you can enjoy future
word finds over a latte or cup of tea.
Simply scan and email your completed word find to Jenny
Davis at Jenny@thepartnerchannel.com or mail a copy to
The Partner Channel, 1240 Elm Street, Fargo ND 58102. If
you don’t want to write in your magazine, contact Jenny and
she’ll email you an electronic version of the same word find.
A Cautionary Tale
Building Connections
Collaboration
Community
Fall
Gourmet Marketing
Hiring Talent
Inner Circle
Jeff Geisler
Keeping Talent
Leadership
Marketers Excel
Marketing
MPN Awards
Myappsanywhere
Nexonia
Not an Island
Partner Recognition
Partners
President’s Club
Regional Awards
Sales
Solution Spotlight
The Genius Series
The New Black
R E G K E E P I N G T A L E N T G N I D L I U B M
I N N E R L E C X E S R E T E K R A M C O L B L Y
N S O L U T I O N S P O T L I G H T C O M M U N A
N P M Y A P P S A N Y W T N E L A T G N I R I H P
E A I T E K R A M L H S R E D A E L T O F E L T P
R R P R E S I D E E M P N A W A C R H T A G D A S
C T F A L N O I T A R O B A L L O C E A L I I L A
I N N E L A T S G D N O I G E R M M N N J O N E N
R E M A L B B S O E C O N N E C M P E I E N G N Y
C R Y C O M M U N R T S N O I T U G W S F A C T W
L R A C A U T I R S H N E X O N N N B L F L O A H
E E P U D C L N M H E M A R K S I I L A G A N W E
P C P T E L D E E I N P A R A N T T A N E W N A R
R O S I L N I G T P E A W L A U Y E C D I A E R E
E G A A E S N E M M W N E L R M R K K C S R C D C
S N F C X D G H A P B S N S D M E R P I L D T S E
G I D L C R C T R N L E A D E R C A A R E S I C R
N T R U E A O S R E N T R A P C O M R C R K O L R
I I A B L W J E F F G E I S C O L T A L N E N U E
T O W A C A U T I O N A R Y T A L E T I L E S B N
E N A R S N P A R T N S E I R E S M N R N P W S T
K A L S I P C O N N E C T I O N S R M P N O A P R
R E G I O M S P O T L I G H T G E U B L A C X O A
A T H E G E N I U S S E R I E S N O E G E H T E P
M A R B U L C S T N E D I S E R P G S O L U T I N
THEPARTNERCHANNEL.COM | FALL 2015 25

MARKETING
LEADERSHIP
SALES
Collaborative Marketing is
the New Black
26 FALL 2015 | THEPARTNERCHANNEL.COM

story by BARBARA PFEIFFER | illustration by DAVE SWANG
With today’s buyer taking control of the buying process, marketers find themselves going
deeper into the sales funnel, creating more content, and using more engagement tactics
as they take their prospect from awareness through evaluation and trial. At the same time,
while the demands on their time are increasing, 90 percent of VARs and ISVs have less than
four people on their marketing team (and that number has stayed pretty consistent).*
WITH ALL THIS PRESSURE, WHAT’S A MARKETER TO DO?
The answer might be in collaborative marketing.
In an often-referenced Forbes blog post, David K. Williams defined collaborative marketing as “…the process
of sharing resources to increase leads, brand, and influence.” That’s a beacon for today’s overwhelmed, underresourced
marketer, so it’s no surprise that we’re seeing more collaborative marketing (CM) every day.
We wouldn’t call collaborative marketing the “new black” if it was just a great way to stretch your resources
(although in our opinion, that does take it to a pretty cool level). What really makes CM the next “new thing” is that
beyond potential resources, it can also bring you:
» New prospects. In certain collaborations, CM can open up a whole new set of interested prospects for your services.
» More credibility. When you bring expertise from multiple organizations together, you can create stronger,
more educational, and more valuable content.
» Budget savings! Outsourcing content development and design? Share the costs with three complementary
companies, and that one e-book you budgeted for becomes three. Doing the work in-house? Spend some time
with fellow Partner(s) comparing your marketing expertise so each Partner contributes what they do best.
WITH WHOM DO YOU COLLABORATE?
The most natural collaborations are, of course, between ISVs and their VAR channel. That’s where you should start.
To be a true collaborative marketer, though, you’ll want to look at all sources for possible collaborations, including:
» Infrastructure Partners. Check out many of the Microsoft Ready-to-Go and other packaged Partner
campaigns, and you’ll find most are integrated campaigns across multiple products. This is particularly true for
Microsoft Dynamics CRM. The best campaigns are those that offer the prospect an integrated, one-stop solution,
and you’ll be seeing continued emphasis on this in future Microsoft materials and programs. Take advantage of
this trend: Bring an infrastructure Partner into your marketing to double the impact of those campaigns.
» Professional service providers. Who do you work with that might add value to your marketing or have
a complementary customer base? Accounting firms? Law firms? Financial services firms? Look at all your
service providers and consider whether there is an opportunity to introduce each other’s services or share
expertise for content development.
» Customers. Yes, customers! They are a big piece of collaborative marketing – although in a slightly different
way. Customers are collaborators when they advocate for your company and when you put them at the center
of your campaigns (telling their story and SHOWING your expertise instead of just talking about it).
» Industry leaders, associations, and groups. No – it’s not a cheat. Yes – you are paying for your
membership, but that doesn’t make it any less collaborative. In this partnership, you’re bringing the dollars,
and they’re bringing the reach and credibility.
Once you have your co-marketing plan outlined, you need to consider where you want to share marketing efforts.
Common “sharing” scenarios we see in the Microsoft marketing channel include:
» Creating joint email campaigns, e-books, and infographics
» Sharing space at events and tradeshows
» Participating in group blogs
All of these are great, but collaborations can really take you so much further. With a little creativity, you can
deliver marketing campaigns, content, and programs that you could never do on your own.
SIX CLEVER COLLABORATIONS
» Create an expert e-book. “Five Tips to Increasing Profitability for Distributors” would be a lot easier to
write if five organizations each took one tip to write about. Take it an additional step: Have each participant
create a short video of his/her tip, and then share those tips on your YouTube and other social channels.
THEPARTNERCHANNEL.COM | FALL 2015 27

Don’t have the talent in-house? Pool your dollars to outsource
the e-book or videos.
» Invite experts in your target industries to answer one
common question. Then compile the responses into an e-book,
infographic, or white paper. To get them engaged, make sure you
have a strong promotion plan that you can share with them upfront
to show the reach your piece will have. It’s free marketing for them
in return for minimal effort. An added benefit: Content from thirdparty
experts is more trusted than content you create yourself, so
these industry thought leaders will add to your credibility.
» Create a virtual event. A webinar is, well, a webinar. It’s a
good tactic, but it’s kind of boring. Work with fellow Partners
to take your webinars and package them into a virtual event.
Use your shared budget to hire a great keynote speaker and
build a virtual event site with a schedule of all your webinars,
including a single registration, additional resources, and even a
virtual expo for your event attendees. Consider working with an
industry association for promotion of this event in exchange for
“speaking time” on the agenda or a place in your expo.
» Create a customer-centric campaign. Tell the story of
a customer and the results you helped them achieve. “Tease”
out the story over a series of touches including emails, articles,
blogs, and social posts with the finale being a live, interactive
webinar. For extra credit, weave the customer’s business into the
campaign. This doesn’t work with every industry, but in cases
where your customer offers a product, you can weave product
images into the campaign in creative ways and even provide
actual samples via lumpy mailers to your top prospects. Have
shared customers? Even better as you can work with the other
Partners on the heavy lifting.
» Create a survey. Surveys are a great way to establish credibility
in an industry. They are also a great way to feed your content
engine. From one survey you can publish the results in an
e-book, create some powerful infographics, write blog posts,
and share snippets via your social networks. It is essential to note
that surveys need a good base of people to survey. Joining with
other Partners to survey a specific industry or market segment
will give your results more weight.
» Go over the top. Want to do a really integrated, creative
campaign with all the bells and whistles? Super-creative
campaigns across a wide range of tactics – from direct mail to
advertising – can cost money but are worth it in the end as they
often produce higher responses than email or other stand-alone
tactics. Collaborating with a group of Partners can give you
access to the budget you would not have on your own and allow
you to build that one-of-a-kind campaign.
But wait! All that stuff takes work. Didn’t I say you were going to get
more resources? Yes, in time. You’ll also get better content, stronger
campaigns, and a wider reach that will make that initial investment
worth the effort. Need proof? Check out how one of your peers found
success by participating in a collaborative marketing campaign at
www.thepartnermarketinggroup.com/marketing-resources.
28 FALL 2015 | THEPARTNERCHANNEL.COM

Making the Right Connections...and Keeping Them
» Be on the look out. Find companies with similar
cultures and work styles.
» Start small. It takes time to build a working
relationship. Start with a smaller project or campaign
to see how well your styles mesh.
» Set expectations and define roles. Be super clear
on who owns what, establish realistic due dates, and
document milestones to avoid surprises down the road.
» Plan together. Collaborations work best when they
start in the planning stage with the added benefit
of a lot more ideas being brought to the table. Take
advantage of events such as Convergence, WPC, User
Group Summit, and reIMAGINE to meet with others
and brainstorm brilliant campaigns.
» Tracking. In order to understand the success of any
campaign, you need to have a tracking mechanism in
place. With collaboration, how you track will likely be
based on how you are executing the campaign. For
example, will each of the companies send their own
email touches, and then the results will be compiled?
Or will you use a single platform? Will you create a
single landing page?
» Do a post-mortem. What worked, what didn’t, and
what can work better next time? Make sure you don’t
look just at the campaign but at the collaboration itself.
Do you need different tools or a better process?
Need help creating a campaign for a collaborative marketing venture? Barbara Pfeiffer and the team at The Partner Marketing Group can help you
get styled with the new black. Check out the products and services designed for technology Partners at www.thepartnermarketinggroup.com. Barbara
can be reached at Barbara@thepartnermarketinggroup.com.
*Statistic courtesy of The Partner Marketing Group’s 2014 Technology Marketing Survey.
automate
print
attach
distribute
Utilize your existing report
templates and contact lists
from Dynamics AX, GP, SL
and NAV to distribute
forms like invoices, POs, &
reports, even attachments.
Just print the way you always
have; but, select the
Liaison Messenger print
driver. Liaison Messenger
EDD will distribute everything
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Auto-attach files like; unpaid
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specs & invoices.
You create the rules!!!
Print, email, fax, ftp, archive,
encrypt, assemble,
sort, convert, split, batch,
burst, even password protect
any form or report and
then send, store or print it.
THEPARTNERCHANNEL.COM | FALL 2015 29

FEATURE
Meet the
Class of
“Marketers Excel
Into Geniuses”
The first session of The Genius Series kicked off on
September 16. Meet our first class and see what they’ll
focus on during their first trimester.
AYNSLEY KELLER
marketing director at SK GLOBAL SOFTWARE
My favorite place to travel is…
In this season of life, I look forward to more regional travel
and getting to know neighboring towns and hidden gems that
are closer to home.
The Genius I’d like to have coffee with…
The famous and fictional Proverbs 31 woman. I’d sure like to
pick her brain!
My thoughts on the first session...
As an ISV that looks to meet Partner needs with top-quality resources and a marketer that
realizes video is the best current form of communicating to a variety of audiences, the first
class of The Genius Series packed a powerful punch for me. I learned so much that my
notes wandered over to the workbook pages for the next class!
A profound
THANKS
to the
experts
September
PRESENTER
Peter Matejcek of
INhouse Video
TOPIC
Video and Demos
MENTOR
John Dooley,
national dynamics
PTS at Microsoft
October
PRESENTER
Barbara Pfeiffer
of The Partner
Marketing Group
TOPIC
List Building and
Management
CINDY BRAUM
senior consultant at BKD Technologies
My favorite place to travel is…
Colorado, because it’s beautiful. I love the mountains and the
low humidity and cooler weather. Always a good hair day!
The Genius I’d like to have coffee with…
Maya Angelou. Her quotes and books are so enlightening and
motivational. I think she was an extraordinary person, and I
could sit and talk with her for hours about everything!
MENTOR
Haley Martin,
partner marketing
manager at
Avidxchange
30 FALL 2015 | THEPARTNERCHANNEL.COM

who are
making
it all
possible!
November
PRESENTER
Adrianne Machina
of Tornado
Marketing
TOPIC
Social Media
MENTOR
Natalie McAllister
Jackson, marketing
and PR manager at
Netstandard
If you’re interested
in participating as
a presenter and/
or mentor for future
sessions, please
contact Bethany
Foyt at Bethany@
thepartnerchannel.com.
This “Marketers Excel
Into Geniuses” class will
run through May 2016;
additional classes will
begin in fall 2016.
The Genius Series is
an exclusive learning
opportunity for
Microsoft Dynamics
Partners and features
a nine-month
curriculum around
sales, marketing, and
leadership topics.
KAITLYN MCKENDRY
marketing coordinator at Vicinity Manufacturing
My favorite place to travel is…
I’m a beach vacationer, and the best beach I have ever been
to is Saint John in the U.S. Virgin Islands. My favorite place to
travel would ultimately be any new city – something new to
learn, explore, and appreciate.
The Genius I’d like to have coffee with…
I can’t pick just one: Pope Francis, Amy Schumer, and Hillary Clinton.
My thoughts on the first session...
I’m very excited to be a part of The Genius Series this year. As a young professional and new
addition to the Microsoft Dynamics channel, it is easy to feel like a small fish. The smallgroup
setting of the sessions and sense of community that The Partner Channel is fostering
among participants is invaluable. The program is creating a wonderful opportunity to stay
on top of the latest marketing trends, measure our current activities, and identify new opportunities
for our brand. For me personally, the program is offering outside guidance and
encouraging lasting connections as I work to move forward and build a career.
KIM HAYTHORNTHWAITE
general manager at Nolan Business Solutions
My favorite place to travel is…
Vancouver Island. I love the nature and ocean.
The Genius I’d like to have coffee with…
Margaret Atwood.
LINDY BELLEY
marketing coordinator at Integrity Data
My favorite place to travel is…
There are so many places I’ve loved to visit over the years,
but my favorite locations usually have memories attached
to them that I’ll never be able to experience again. For that
reason, I would have to choose Manistee, Michigan.
The Genius I’d like to have coffee with…
the acclaimed photographer Joe McNally.
My thoughts on the first session...
The Genius Series is off to a great start! Our first meeting was fun, informative,
comfortable, and motivational. I am truly looking forward to working with this lovely group
of women over the next nine months.
NICOLE HELM
marketing coordinator at Rockton Software
My favorite place to travel is…
Nashville. I love the people, music, and food!
The Genius I’d like to have coffee with…
Joanna Gaines of the show “Fixer Upper.” I love her design
element. I’d love to understand how they started their
business!
THEPARTNERCHANNEL.COM | FALL 2015 31

VAR PROFILE
Hiring
and
Keeping
Talent
Hiring and keeping talent is a
topic that seems to come up time
and time again when we talk to
Partners, so this roundtable digs a
little deeper into that issue. There’s
definitely no silver bullet, but our
interviewees have a few tricks up
their sleeves…
IRIS SCHIMKE
president and CEO of Express
Information Systems
JIM SHEEHAN
managing partner at PowerObjects
JACK BOYER
president of Boyer and Associates
KATIE HASBARGEN
worldwide program lead for the
Microsoft Dynamics Academic Alliance
The Partner Channel (TPC): What does your current hiring environment look like?
Jack Boyer (JB): We’ve gone through some serious changes in the last six months
in building up our Microsoft Dynamics NAV practice, but we are struggling to
find Microsoft Dynamics NAV professionals to meet that demand. Even when we
go through the hoops of using a hiring agency, conducting personality tests, and
vetting out the new professional, we’ve had limited success in knowing new people
will work out. I would say one out of two are successful in spite of the additional HR
steps we are making to vet candidates.
Iris Schimke (IS): Keeping great people is a lot easier than finding new ones. For
us, we are always on the lookout to see when new tech resources bubble to the
surface, because when you’re actually looking for someone, you don’t find him/her.
For example, we hired a professional part-time because we didn’t have a spot open,
and now she’s one of our highest billable resources. If we would have turned her
away at the beginning, we would have missed that chance to onboard a very valuable
employee.
Katie Hasbargen (KH): Similar to what Jack and Iris touched on, we see Partners
struggle with finding the right candidate at the right time. There is a lack of
resources in the community at large, so finding those resources is problematic. It
is often a reactive situation of when the work is coming in and then trying to scale
their resources to adjust. I think Partners are starting to realize the need for a more
pragmatic approach to hiring talent.
Jim Sheehan (JS): We take a completely different tactic. Hiring has become a
soapbox item for me, and an entrepreneurial challenge that PowerObjects has to
own. Last year we added 150 people, doubling the size of our organization. We made
a lot of investments to make that happen, but it was doable.
Partners need to stay ahead of the curve. Just-in-time hiring will never enable an
organization to grow to a sustainable business. When you hire in that way, you’re
just paying for the inconvenience of needing people right away.
TPC: How would you recommend Partners start thinking more strategically in
terms of hiring?
JS: With just-in-time hiring, you’re on the road to higher turnover and lots of issues.
You’ll always be playing catch-up to projects, rather than getting the right teams in
place and ready to serve your clients.
We like that the Microsoft Dynamics Academic Alliance is pushing colleges to
teach business applications, but we don’t rely on it as a strategy. We want students
to know about PowerObjects, and more so, how we can add to the university
curriculum to help them learn more about Microsoft Dynamics CRM.
KH: We encourage Partners to consider a new graduate recruiting strategy.
Candidates are centrally located at colleges and universities. It is a longer-term
strategy and takes them longer to ramp up, but then you can depend on a more
steady flow of talent.
IS: We’ve seen two challenges when hiring “green technicians”: 1. They don’t have
enough business acumen, so they don’t understand the lay of the land from a
customer’s perspective. 2: Customers smell what they don’t know, and that creates
stress on both sides. Therefore, to compensate for less experience, the billing rates
are less.
I would rather plunk the new people with a client to get real on-the-ground
experience so they can see how it works from the other side, and then move them
back to us.
KH: It’s funny you say that, because some Partners do just that. They offer their new
recruits up as a free resource at the client site, and then eventually move them back
to their Partner organization.
IS: That’s a great idea. Once they understand what a client goes through and why
different things are important from a client’s perspective, the light bulb comes on,
and their value as a consultant goes up.
32 FALL 2015 | THEPARTNERCHANNEL.COM

TPC: Have you established some best practices in the hiring and interviewing
process?
JS: We have never used an external recruiter and don’t plan to. Our internal hiring
team has the best idea of our core values and what’s important to being an integral
part of our company.
We’ve had a lot of success with hosting a college career event each year. We have
about 200 students show up, we hire 12, and away we go.
From a fit perspective, we’re looking for people who get what the technology does
and are passionate about that. And since we hire based on our core values, it’s not
the depth of technology knowledge a person has, but rather that they think it’s really
cool. Those are the people we want.
IS: We’ve tried to stay away from the Microsoft Dynamics recruiting pool because
we operate from a consulting standpoint, very differently than most VARs in the
channel. Our hiring process has to be unique. We work with a local recruiter and
have a negotiated fee with them that has seemed to work well for us. It’s important to
find a recruiter that’s a good match with your company. Some agencies work for the
numbers, but we are a tad more “touchy feely” than that. It’s more about the employee
matching our culture and having similar values. Our recruiter understands that.
We then go through top-down interviews to see if they’re a culture fit. They
meet with sales, consultants, and marketing to get questions from every end of the
spectrum. If all that goes well, we have them shadow a day with a consultant.
JB: We work with a recruiter, too, and conduct team interviews to see their social
skills and how they answer difficult questions under pressure. We also have them
undergo an assessment, which potentially uncovers personality clashes.
TPC: Have you ever worked with temp agencies?
JB: No. It’s not a sufficient option when people don’t have the skills. You really need
to be a technical expert in implementing software and undergoing upgrades.
IS: Same here. We don’t hire contract people. They simply don’t have skin in the
game on ensuring the happiness of our client. We also can’t deliver on our culture or
promise to our clients by hiring a temp.
TPC: Have times changed since you’ve started in this business? Is it harder to
find talent now versus back then?
JB: I’ve had this consulting practice for 21 years, and this has always been a difficult
thing for us. We’ve learned that when we get a good employee, we do everything
to keep him/her. With all our new Microsoft Dynamics NAV deals, I over-hired
to get people on the ground quickly, and unfortunately, a few of those deals fell
through. I would say I’m more cautious to hire now, but yet we remain committed to
having enough people and thrilling our clients. It can be a struggle, especially when
starting a new practice.
IS: Exactly. It’s a tango all the way. There’s a certain cadence to manage billable hours
and scale team members with that. Even when you hire those employees, it’s another
tango of giving them certainty of new deals and keeping their average billable time
high enough so they’re challenged and seeing good compensation.
I started more than 26 years ago in the channel and remember Great Plains 4.0 to
5. Although that was a challenge because it was new, we weren’t expected to know
so much back then. Now, we need to understand how it all plays and works together.
There is a ton more complexity with infrastructure and the web, so if you don’t have
a baseline understanding, you can’t troubleshoot.
JS: I would say it has been pretty consistently difficult if you are looking to just hire
people with the technology skill set. We’ve only been in Microsoft Dynamics since
2007, and the whole time, we have been in a resource-constrained channel. What
has changed is how we approach it and look at finding the right people that fit our
culture and invest in their skills.
Iris Schimke
Jim Sheehan
Jack Boyer
Katie Hasbargen
THEPARTNERCHANNEL.COM | FALL 2015 33

TPC: What has seemed to work the best in quickly ramping up
new professionals?
JB: We have had success in online training and job shadowing. When
consultants and developers shadow, they are expected to understand
the answer and document the answer to help them gain knowledge of
how the solution works.
IS: We have one resource who spearheads upgrades, and when we have new
hires, we have them join on her team to start understanding complexities
of the process with visibility into ISVs and third parties from the get-go.
Then we place them in a gopher role where consultants have them
do their grunt work. This helps them learn quickly and groom their
troubleshooting skills. There is a lot of pressure when you’re trying
to solve a problem, and your client is watching you. It takes a certain
amount of skill and confidence to do that well.
JS: We have three programs to onboard new employees. The first is
for people who have been in the channel for a while, and that program
is focused primarily to see if they’re a fit for our culture.
For those who have two to three years of experience, we have a
learning path dubbed the consultant onboarding (COB) program.
Our consultant in training (CIT) program is geared toward those
who have no past work experience with Microsoft Dynamics; they
are either coming out of a college-type program or were previously
working somewhere totally unrelated. There is a three- to six-month
investment to get them up to speed, and our education team runs the
CIT programming to get them where they need to be.
TPC: How about remote employees? Have you had good
experiences with keeping remote employees engaged?
JS: We have four offices but have people working from all states.
This has been one of the bigger challenges as PowerObjects has
gone beyond 300 people, and it’s something I think about daily.
When we are able to have people office in one of our locations, that
is ideal, but if not, we really make sure we leverage technology such
as Yammer and Lync (Skype for Business) to keep the team plugged
together.
IS: We are very firm believers of keeping a good balance between life
and work. As a women-owned company, family always comes first,
and we’ve had quite a few employees choose to work from home
versus in the office. We did move an employee from Texas to Virginia,
so she is 100-percent remote, and it’s worked great!
Technology has really allowed this to be possible. We do have a
monthly all-hands meeting, so we’re all face-to-face at least once a
month, and attendance is not optional. We hold a morning huddle
every day at 8:15 a.m. to review what everyone is working on. One
consultant runs the meeting, and each person gets two minutes. This
really helps keep us all connected, and if someone has issues, we take
that time to help each other out.
Join the conversation by taking our poll at www.thepartnerchannel.com
and/or commenting on social media by mentioning @partnerchannel
or #TPCMag.
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34 FALL 2015 | THEPARTNERCHANNEL.COM

SOLUTION SPOTLIGHT - ADVERTISEMENT
SOLUTION:
DynamicPoint Expense
Management
OneBlood is a not-for-profit 501(c)(3) community
asset responsible for providing safe, available, and
affordable blood to more than 200 hospital partners
and their patients throughout most of Florida, parts
of Georgia, Alabama, and South Carolina. The organization
distributes nearly one million blood products annually, employs
more than 2,500 people, operates more than 80 donor centers,
and deploys more than 200 mobile collection units.
OneBlood struggled with manual and inefficient expense
reimbursement and credit card approval workflows. Employee
reimbursements were delayed due to the short timeframe for
processing as well as a lack of integration between expense
approval and the electronic funds transfer (EFT) process.
Chris Engert, director of business and quality information
systems, shares, “Basically, employees never knew the status of
their request or when they were getting paid, which prompted
many calls and emails to the accounts payable team.”
Since 2012, OneBlood has been merging with other blood
centers in Florida. So, when the organization began searching for
an expense management solution, critical requirements included
ease of use, scalability, and quick deployment. “Selecting
DynamicPoint’s Expense Management solution was a natural
fit for OneBlood as it allowed us to leverage our existing IT
infrastructure, SharePoint, Microsoft Dynamics GP, and EFT
application footprint, which ultimately gave us an end-to-end
solution,” Chris explains. “Since DynamicPoint is built on these
highly scalable systems, we have been able to triple the size of our
user base at virtually no additional cost since our initial purchase.”
SharePoint is also now integrated with OneBlood’s Active
Directory, eliminating the need for manual routing workflow
and user management. The OneBlood team has been able
to customize its expense management solution specific to
business needs very quickly at a reasonable cost. “I can’t forget
that this application is very easy to use,” Chris says, “Which
our team members love!” All of these factors have resulted in
very low total cost of ownership.
While the application has brought tremendous value and
efficiency to the OneBlood organization, DynamicPoint’s
differentiator has been the support and professional services
team. “IT systems are never perfect. The difference between a
good and average (or poor) experience is made when a vendor
proves themselves as a true business Partner by ensuring the
customer is getting the value they expect from their product,”
Chris concludes. “It’s this character and culture of their team
that validates my decision to partner with DynamicPoint.”
CHRIS ENGERT
director of business and quality information systems
OneBlood, Inc.
SARAH PATTHOFF & ANDY JORDAN
IT generalist | & procurement manager | Luck Stone
SOLUTION:
Dynaway EAM Solution for Enterprise Asset Management
With 20 locations across Virginia and North
Carolina, 800 employees, and 200+ Microsoft
Dynamics AX users, Luck Stone is one of the
largest family-owned and operated producers
of crushed stone, sand, and gravel in the nation.
Prior to April 2013, when Luck Stone implemented
Microsoft Dynamics AX, the company dealt with very manual
processes in tracking and maintaining its equipment. Andy
Jordan shares, “We had an EAM solution that we implemented
in 1999, but it was never integrated with Microsoft Dynamics
AX, and it was very difficult to use.”
In addition to poor user adoption, Luck Stone had minimal
visibility into cost information for each piece of equipment. Sarah
Patthoff recalls, “There was no common platform for maintenance
information. We managed our data in Outlook, spreadsheets, the
Microsoft AX Projects module, and in the old EAM system.”
When Luck Stone started searching for a new EAM
solution, the organization had three imperatives the solution
had to meet: Easy to use, easy to access, and easy to pull
information out of the system. Dynaway’s EAM solution
met these criteria and more, and now Luck Stone is on
one common platform with visibility into equipment and
reduced efforts in finding information. Sarah shares, “It takes
us just three hours to train our field associates on Dynaway,
including the mobile solution, and they’re up and running on
their own. Compared with our old system, it’s night and day
on how easy it is to use.”
Since Dynaway is built on the Microsoft platform, users can
do data mining on their own by exporting to Microsoft Excel
from any screen. Getting information out, through the cost
control tool, allows Luck Stone to slice and dice information so
users can better understand their business. They can also see
exactly when they need to maintain and/or replace equipment,
helping them serve customers more quickly and effectively.
Luck Stone has worked with ERP Partners for the past four
years. “Hands down, Dynaway is the best Partner we have
worked with,” Sarah says. “The fact that our end-users are
already realizing value speaks volumes to how great Dynaway
is. Technology is meant to empower Users and help them get
their jobs done more effectively.
Dynaway has done that for us
and so much more in such a
short time!”
36 FALL 2015 | THEPARTNERCHANNEL.COM

SOLUTION SPOTLIGHT - ADVERTISEMENT
JACQUI GONZALEZ
vice president of fund management
Inglewood Park Cemetery
SOLUTION:
InvestmentAssets from
ICAN Software Solutions
Thanks for
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Solution
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This is a new endeavor for The
Partner Channel Magazine, with
the goal of highlighting customer
success stories from use of
Microsoft Dynamics add-on products and
services. The customers you will read about
here were selected by their Partners, but
the interviews were conducted by us, so the
commentary – and success! – is genuine.
Thank you to Dynaway, DynamicPoint,
and ICAN Software Corporation for being
with us on this maiden voyage!
Inglewood Park Cemetery, an endowment care cemetery, is
located in California and handles approximately $70 million
in investment monies. Inglewood Park Cemetery and its sister
company, Park Lawn Cemetery, have several funds in addition
to the state-required endowment care fund, the earnings from
which are used to maintain the cemetery grounds and facilities.
The other funds include commodities and services purchased in
advance by their clients, the earnings from which offset the price
increases over time. Jacqueline Gonzalez, vice president of fund
management, works directly with the companies’ investment
committee in managing these investments.
Inglewood Park Cemetery formerly leveraged AS400 CCMS
software, which had a general ledger (GL) package designed
for cemeteries. This meant that any asset reporting had to be
processed manually using Microsoft Excel spreadsheets. Jacqui
recalls, “This worked fine in the ’80s when we had just four or
five investment managers and 10 investment portfolios, but
we’ve grown into a well-diversified operation with thousands of
investments, such as equities, real estate, fixed income, mortgagebacked
securities, and much more, across our 42 portfolios.”
Its month-end and year-end processes became very tedious to get
through. In fact, it would take a full month to get through monthend
processing, reporting, and reconciliations. The organization
was also very prone to error when dealing with its manual processes.
“What we put in, we got out, and too much of our time was dedicated
to checking and reconciling reports,” Jacqui shares.
The volume of work required to handle monthly
amortizations and interest accruals made it necessary for
those entries to be captured on a year-end basis. Due to the
manual reporting of investments, the preparation for yearly
audits was extremely time-consuming. “Our auditors needed
to do more testing on our investment holdings to make sure
the information we were using was accurate,” Jacqui says.
ICAN Software Solutions came to Inglewood Park
Cemetery’s aid, and everything changed. The organization went
live on Microsoft Dynamics GP with ICAN InvestmentAssets
in 2012 and now has complete and accurate tracking and history
of each investment holding, complete with customizations
specific to the industry and so much more.
Closing books each month is now accomplished in
approximately 10 days. “We can pull monthly amortizations,
interest, and income accruals. The reconciliation process is
so smooth; it takes literally a push of a button to initiate a
reconciliation report back to our statements. I’m still amazed
and still enjoy learning all the ways ICAN is able to help us,”
Jacqui concludes.
THE PARTNER CHANNEL
www.thepartnerchannel.com
THEPARTNERCHANNEL.COM | FALL 2015 37

Want to see
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here?
Contact Jane Olson at
701-526-1829 or
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and ask about the
Solution Spotlight.
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38 FALL 2015 | THEPARTNERCHANNEL.COM

Surely on Santa’s Nice List
Sounds Like a Relationship
Celebrating the Good in the
Community
Planning Winter Through Spring 2012
Mark Albrecht, Microsoft
Panatrack, Inc.
5280 Solutions
The Resource Group
Updated and Ready for You
Each Quarter
The Product Experts
® Magazine
Leadership
Where Do We Go Now?
You’re Stuck in a Box
Sales
Keep Your Promises
Marketing
Festival
A publication dedicated to building a community for Partners
THEPARTNERCHANNEL.COM | WINTER 2012 5
What could Jesse Byam possibily be thinking about?
Simply email your caption to Jenny at Jenny@thepartnerchannel.com. 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.
THEPARTNERCHANNEL.COM | WINTER 2012 26
Fall 2015
CONTEST
Note: This
is not the
hidden logo!
SALES
MARK
RKET
ETIN
ING
LEAD
ADER
ERSH
SHIP
How Well
Do Your
Sales
and
Marketing
Teams Work
Together?
Adrienne Golden of Wilkins Miller found the hidden logo in Amy McKinnon
and Kari Peterson’s “How Well Do Your Sales and Marketing Teams Work
Together” article on page 20 of the Summer 2015 magazine.
Let’s give it another try. The submission rules for this quarter’s contest
are the same – log on to www.thepartnerchannel.com/magazine under
“Find the Logo Contest” to let us know where you think the logo is
located. A winner will be drawn at random and will receive a cool gift
that’s sure to point you in the right direction every day!
20 SUMMER 2015 | THEPARTNERCHANNEL.COM
SUMMER 2015 Location
Here’s a list of places where our logo usually appears, thus making them null and void when it comes to this contest:
A CLOUD
COMPENSATION
PLAN THAT WORKS
SETTING
THE
WINTER 2012
www.thepartnerchannel.com
Direction
FOR THE NEW YEAR
Out With the
In With the
OLD
NEW
contents
IN EVERY ISSUE
9
Contributors
11
On the Homefront
12
News
15
Events
28
TPC Interview
43
ISV Profile
53
Members Only Corner
54
VAR Profile
59
The List
82
Advertiser Index
DEPARTMENTS
16
The Entrepreneurs’ Corner
30
My Team is in the Van.
44
You Can’t Go With the Flow if
18
Make 2012 The Year That You
34
When Customers Sell for You
46
A Compensation Plan That Works
22
Marketing Stickiness
36
Out With the Old, In With the New
48
Follow the Yellow Brick Road
FEATURES
25
How Trustworthy Are You?
26
TPC Caption Contest and Results
39
Word-A-Ganza
40
Convergence Tip of the Week
50
Electronic Signature 101
52
Logo Contest
56
A Greeting from TPC
TPC Photo Caption
CONTEST
Front cover Table of contents Photo caption
page
The end of
each article
Any graphics that have the
TPC logo as a main element
(note: the hidden logo may be located
within that graphic, but it’s not going
to be plain-as-day!)
THEPARTNERCHANNEL.COM | FALL 2015 39

LEADERSHIP
SALES
MARKETING
story by LINDA H. YATES | illustration by SHAWN OLSON
For years I had heard the phrase “no man is an island” and didn’t think much about it. Then one day
a close relative made a choice with his life that had a ripple effect. I then understood this profound
phrase and have reflected upon it often.
What we do or do not do affects those in our lives and businesses. There are hard-working and
smart individuals who, with sheer will, do amazing things alone. Yet, the power of two or more is
when the ROE occurs. What is ROE? In this case, it is return on energy. The trick is to find those
Partners or team members where our combined energy is magnified. We don’t have to go it alone. Partnering with
an individual or an organization can help us move to the next level.
HERE ARE SOME TOOLS TO IDENTIFY A GOOD ROE FIT:
» Share the same principles. It will serve you in the long run. Research and securing references will guide you in
the partnering decision.
» Determine if they are truly a competitor or rather if a synergistic relationship can occur. Often combining
forces with a competitor will help you both succeed in the long run.
» Add complementary services or products to your business. Identify joint ventures where it makes
business, marketing, and even branding sense. This will pave the road of opportunity, and the possibilities
will be endless.
» Establish effective communication strategies. Communication will be the secret to a positive relationship.
40 FALL 2015 | THEPARTNERCHANNEL.COM

Constant follow-up is key. Discuss your strategic plans. This will move your combined goals and efforts along
the path to success.
» Set goals and milestones. This will allow you to measure whether the joint venture is successful.
It is hard to trust others when you have experienced a bad situation. Doing your due diligence ahead of time
will help prevent potential pitfalls or disappointments. Sometimes saying no to proposed opportunities is the best
course of action. It pays to be picky.
As you are selecting Partners, look for strengths that you are missing. Once you have identified those strengths,
this will help your business grow.
By doing this, you will create a win-win solution, and your ROE will increase. The same holds true for
personal relationships. Create a complementary team where all stakeholders feel invested. When team members
feel supported and affirmed, a positive outcome will result.
Your decisions and path will affect many lives. By being strategic, you can chart an excellent future no matter
what has occurred in the past. That is the beauty of a new day!
Linda H. Yates, The Image Energizer, is a highly sought keynote speaker, executive coach, and corporate trainer. She has
produced more than 250 educational seminars on helping individuals and businesses uncover, realize, and accomplish
their goals. Host of “The Executive Edge” podcast and author of the audio course and workbook “6 Steps to ENERGIZE
Your Personal Brand”, Linda believes that nothing is impossible! She can be reached at Linda@lhyatesconsulting.com.
THEPARTNERCHANNEL.COM | FALL 2015 41

MARKETING
LEADERSHIP
SALES
Gourmet
MARKETING
42 FALL 2015 | THEPARTNERCHANNEL.COM

story by ADRIANNE MACHINA | illustration by MATT MASTRUD
Great cooks insist on using the best ingredients. As a marketer, you should, too!
I know how to cook up a great campaign, write a brilliant blog post, and create an award-winning
submission, but what I need are the ingredients – the subject matter expertise that resides in the
brains of the company’s busiest employees. All the marketing tools, detailed spreadsheets, and
sophisticated marketing techniques in the world will not overcome a lack of good, compelling,
accurate content. It’s like making a soufflé with powdered eggs. Your content will fall flat.
So how do you get the good stuff? You have to set up interviews and meetings with the subject matter experts who
understand the topic in depth. Be as flexible as you can. I’ve had to grab consultants’ time while they were waiting in
airports, sitting in hotel rooms, taking a break in-between demos – basically, squeezing in a few moments between
their immediate revenue-driving priorities.
Here are my tips to getting on their schedule and gathering what you need:
» Tie your project into the company’s overall mission. No one wants to write a blog post that is going to
collect dust, never to be looked at or shared. Marketing never seems as vital as the billable hour or the next sale –
but it’s critical for long-term success. Connect the dots as to how their participation ties into the overall mission.
Also, make sure you have the buy-in of the executive team. If they know that this project has all eyes on it, they
are more likely to be responsive.
» Honor their time. The subject matter experts you are seeking out are usually compensated by billable time
and/or are commission-driven, and they don’t always understand why participating in creating content is so
important. I recommend starting your conversations by marketing the value of marketing. Tell them where
and how the content you create will be used. Keep your meetings with them short and to the point, but most
importantly, come to the meeting on time and prepared! Don’t show up without first writing down questions to
discuss with them. Also, keep them informed as to the project schedule. Communicate when they can expect to
see the first draft, and set expectations about how quickly you’d like for them to get their revisions back to you.
» Piggyback. What are these experts already doing that you can leverage? Are they hosting a webinar? Are they
training a new employee? Do they have an upcoming internal training that you could sit in on and listen to?
Rather than asking for a separate meeting, get invited to meetings that they’re already having.
» Play to their strengths. Are they good at writing? Give them a series of questions to answer. Staring at a blank
page is the worst part about writing. Can they verbalize what they mean better than they can write? Schedule a
phone conference and record the call so you can refer back to key points later. Ask what material already exists
that you can use as a leverage point – so that you don’t have to start at the very beginning.
» Make them look good. Make sure they get credit for their contributions! Their name should be in the byline.
Allow them to post to their own Twitter feed and LinkedIn profile. Train them on the best ways to amplify the
message on social media. Say nice things about them to their boss (assuming the compliment is well-deserved).
Overall, let them know their time is well-appreciated and valued.
When there is so much to be done, it can be mighty tempting to want to churn out content as fast as possible. But,
if you are continually creating pieces that are all fluff and no substance, you devalue your brand and damage your
authority on the subject. As the marketing team, you shouldn’t be expected to know the technical terms and nuances
of the industry that have taken your experts 20+ years to learn. Your job is to ask the right questions, move the project
along, and get the desired results.
Now get out there and get cooking!
Adrianne Machina is a marketing consultant with a passion for cooking up marketing success for her clients. Want to see
what’s on her grocery list? Contact her at Amachina@tornadomktg.com.
THEPARTNERCHANNEL.COM | FALL 2015 43

FEATURE
44 FALL 2015 | THEPARTNERCHANNEL.COM

story by TRACEY KANTRUD
As a Microsoft Dynamics Partner, you are likely all too familiar with the challenges of finding the
right talent to sustain and expand your business. The candidates are few and far between, and
attracting experienced hires to your organization can be an expensive proposition. More and
more of the top-performing Microsoft Dynamics Partners are focusing on bringing in net-new,
junior resources by making recruiting new college graduates a priority. Getting the best talent
– and getting those candidates early – is key to expanding not only your business, but also the
Microsoft Dynamics ecosystem.
“We know from our work with Partners large and small that focusing on college recruiting pays off,” says Katie
Hasbargen, worldwide program lead for the Microsoft Dynamics Academic Alliance.
During the last Microsoft fiscal year, more than 500 junior resources were hired into the channel worldwide (as
reported by Partners that work with the Academic Alliance) and more than 284,000 students experienced Microsoft
Dynamics in the classroom. This resource pool is the result of the Microsoft Dynamics Academic Alliance, a free
Microsoft program that provides Microsoft Dynamics CRM and ERP licenses to colleges and universities to use in
their curriculum. Currently, the Academic Alliance has 1,423 academic members worldwide.
Getting in touch with this rich pool of resources is as simple as making connections and building relationships
with your local colleges and universities.
START EARLY AND THINK LONG TERM
Begin by evaluating the current and future needs of your organization. How many new hires do you need to meet
your future business needs? How many of those hires should be new graduates? Where would a new-graduate hire
best fit in your organization? Do you have a plan in place for training and mentorship? Answering these type of
questions is key to building an effective strategy for your organization.
In the world of recruiting new college graduates, it is important to be proactive and not reactive. Start early and
think long term when developing your strategy.
“We encourage Partners to talk to students early in their college careers about opportunities, and then work to
secure a hire no later than the fall of their senior year,” says Katie. “The best candidates are recruited early.”
Getting to the right students requires laying the groundwork by building a relationship with the institution.
“Start with a good idea of what kind of candidates you’re looking for and where they would best fit in your
organization,” Katie explains. “Then target the schools that best fit the bill of what you need.”
USE YOUR ALUMNI CONNECTIONS
Look at where your current employees attended college or university. From where have your most successful
hires come? If these colleges are regional and have programs that are a good fit for your organization, target those
schools and work on building relationships with them. Sometimes your employees may still have connections to
these institutions, which can make it easier to build a relationship.
LEVERAGE THE MICROSOFT DYNAMICS ACADEMIC ALLIANCE
“When we start working with Partners, we help them identify schools in their area that are already using
Microsoft Dynamics in their curriculum and, thus, would be ideal institutions to target for recruiting,” says Katie.
Working with Partners to build their recruiting strategies and getting connected to the right schools is a major
focus of the Microsoft Dynamics Academic Alliance.
“Our goal is to get students hired into the Microsoft Dynamics channel,” Katie says. “We’re here to assist with
and encourage this process.”
Once target schools have been identified, the Academic Alliance can facilitate a connection to the school to build
a relationship. If the target schools are not members of the program, the Academic Alliance can help recruit them.
THEPARTNERCHANNEL.COM | FALL 2015 45

“If we can get students exposed to Microsoft Dynamics during their college careers, they are more likely to
choose Microsoft Dynamics-related careers and are also easier to train, making their billable time happen faster,”
explains Katie.
GET TO KNOW THE FACULTY
Once a connection is made, getting to know the faculty’s needs and goals is next. Faculty are interested in their
students’ success. Partners need to consider how their organization’s knowledge and talent can add to the classroom
experience, in addition to providing future job opportunities to the students.
“We find that these relationships work best when they are mutually beneficial to both the school and the Partner,”
Katie says. “And, no two relationships are alike.”
Partners can participate in a variety of activities that contribute to student success, including providing technical
expertise to faculty setting up their systems, advising on current industry needs, and contributing to curriculum
development.
One of the most effective ways for Partners to get to know the best students is to get in the classroom themselves.
Partners can offer to speak to classes about career opportunities or as subject matter experts.
“We have several Partners that teach entire classes at their local universities,” explains Katie. “In this instance,
they get to know the students directly and know their abilities before the recruiting process begins.”
START AN INTERNSHIP PROGRAM
Another great way to get to know the best students and attract them to your organization is to start an internship
program. Interns can add value and energy to your organization at a low cost. Consider working with your academic
contacts to set up a program for college credit so that it adds to students’ transcripts.
“Internships are a great way to observe the student before making a long-term commitment in order to find the
best fit,” Katie says. “Interns are also likely to want to stay with an employer after an internship ends, making for a
short and successful recruiting process.”
If offering a full internship is not an option for your organization, consider offering job shadowing and mentorship
opportunities through your school contacts.
“The more students understand what careers in the Microsoft Dynamics channel look like, the more they’re likely
to choose that path,” explains Katie.
CONNECT WITH COLLEGE CAREER OFFICES
At the most basic level, casting your net by connecting with your local colleges’ career offices is a simple way to
begin attracting college graduates. Most college career offices maintain a job and internship posting board that you
can leverage. These career offices can also help you participate in campus career fairs and related campus events.
“In the end, it’s all about getting connected in your community,” concludes Katie. “Your efforts will help build
your brand in the region, increase the visibility of Microsoft Dynamics, and influence future business decision
makers.”
The Microsoft Dynamics Academic Alliance provides free software and support to educational institutions who
want to use Microsoft Dynamics ERP and CRM software in their curriculum. The Academic Alliance also cultivates
and supports relationships between member institutions and Microsoft Dynamics Partners and customers to
connect businesses with students interested in pursuing Microsoft Dynamics–related careers. To learn more, visit
www.microsoft.com/dynamicsaa or email Dynaa@microsoft.com.
46 FALL 2015 | THEPARTNERCHANNEL.COM

WITH A PARTNER MEMBERSHIP IN THE DYNAMICS ®
AX, CRM, GP OR NAV COMMUNITY!
Partner Member Opportunities
21,870
24,400
23,000
11,540
®
SHARE
SPONSOR
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VOLUNTEER
Don’t wait another day! There’s a community
of Dynamics Users waiting for you to join them!
Join Today! Visit the User Group website:
AXUG.com | CRMUG.com | GPUG.com | NAVUG.com

ISV PROFILE
VALUED PARTNER
COMPANY
Nexonia
INTERVIEWEE
Neil Wainwright, CEO
WEBSITE
www.nexonia.com
HEADQUARTERS
Toronto, Ontario
PHONE
416-480-0688
EMAIL
Neil@nexonia.com
ESTABLISHED
2004
CUSTOMER TESTIMONIAL
“The service from the Nexonia team
throughout the implementation
process was exemplary. The expense
report mobile and web-based
product is easy to use and teach.
And, although users were quite
apprehensive using new technology
at first, we have only heard positive
comments from our staff.”
– Dwight Overturf,
The Risk Management Association
Delighting Customers with
Unbeatable Integrations
The Partner Channel (TPC): Tell us
about the road that led to Nexonia.
Neil Wainwright (NW): I was trained
as a software engineer back in the
mid ’80s and worked for a number of
dot-com companies, but I caught the
entrepreneurial bug early on. It always
bothered me during those years that
the companies I worked for never had
good time-and-expense solutions.
About 13 years ago, I was having a
beer with my co-worker, Pascal Paradis-
Théberge, after playing beach volleyball
– I was much younger then – and we
decided to start a business together.
Soon after, we left our jobs, built
our product, and have bootstrapped
Neil Wainwright, CEO
Nexonia to become the stable and
flexible platform that it is today,
offering expense reports, timesheets,
PO, and AP.
We’ve always been a software as a service (SaaS) product even back when the
world didn’t know what SaaS was. Then about seven years ago, we moved into
mobile. We were proud to be one of the very first 552 apps on Apple’s App Store.
And actually, we were the first and only expense management app back then.
TPC: Oh, we love those stories; it sounds like it was meant to be! Did you have
a vision of what the company has turned into today?
NW: Well, our first goal was to build the product in six months, sell to Google,
and retire, but both Pascal and I have a passion for delighting our customers with
our products and services, so it didn’t exactly work out that way. After 13 years in
business, we have almost 100 employees, two locations, and six products. We’ve
never really had a growth target. We focus on making sure our customers are happy
and by nature, we grow quickly at about 80 to 100 percent a year.
TPC: That’s awesome! How exactly do you delight your customers with your
products and services?
NW: We’re always saying “yes” to our clients’ requests and suggestions. It’s about
them, not us, and we spend a lot of time on our product BECAUSE of our customers,
never losing sight of that end goal.
A unique thing about us is if a customer comes to us wanting a new integration
48 FALL 2015 | THEPARTNERCHANNEL.COM

A unique thing
about us is if a
with Microsoft Dynamics GP, we listen to what they want, and we build it, but
we do not charge them for our work to ultimately make the product better for
them through the integration. If our customers aren’t going to charge us for
their good questions and ideas, we won’t charge them for implementing them.
We’ve had two customers request very specific features, and they insisted on
paying us, but we insisted they didn’t. As soon as we create a barrier with our
customer needs, that’s when it becomes a struggle to keep them delighted with
our services.
TPC: What a great mantra to have, and it ties nicely into this issue’s theme
of collaboration. Working in partnership with your clients to create better
products is the ultimate example of working together. Can you share specifics
on one of those instances?
NW: We recently built an automated integration to synchronize 10 segments in a
chart of accounts with dimensions and relations between them. There was another
instance where we auto provisioned users from vendor records so that changes are
automatic. Everything synchronizes automatically and also by the click of a button.
We’re also working with clients more to keep us a customer-centric company by
launching a full Net Promoter Score® (NPS) survey that gauges the strength of our
customer relationships. It’s a global standard survey that will help us prove just how
important our clients really are to us.
TPC: So what type of collaboration do you have with other Microsoft Dynamics
Partners?
NW: It’s very humbling to us to work with about 80 to 100 VARs. We see this growing
significantly because when a VAR recommends us, their customer ends up being
happy, and that speaks volumes. We provide a positive experience – which reflects
well on the VAR – as well as unbeatable integrations with their Microsoft Dynamics
solutions. We sincerely walk the walk. So many have given us the stamp of approval,
and we’re very proud of the VAR community with which we work.
TPC: What would you say sets the Microsoft Dynamics Partner community
apart from the rest?
NW: They know the products inside and out and are very smart about Microsoft
Dynamics and what it can do. They are also simply really nice people – friendly,
smart, and hardworking. It’s a collaborative community that we have the pleasure
to work in.
customer comes to
us wanting a new
integration with
Microsoft Dynamics
GP, we listen to
what they want, and
we build it, but we
do not charge them
for our work to
ultimately make the
product better for
them through the
integration.
TPC: Is there anything else you want to share with our readers?
NW: Let us know what you want to see from us! We are always looking to make a
better company and a better solution.
THEPARTNERCHANNEL.COM | FALL 2015 49

TPC Photo Caption
CONTEST
Celebrating a finish in last year’s Sunrise Scramble sponsored
by deFacto was a moment of sweet success! If he hadn’t
just finished an early morning race, what else could cause a
Partner to celebrate these days?
Email your caption to Jenny at Jenny@thepartnerchannel.com.
Submissions will be judged on creativity, relevance, and sense
of humor. The prize for this contest is two (2) tickets to your
local cinema.
50 FALL 2015 | THEPARTNERCHANNEL.COM

Thanks for playing
last issue’s contest!
Our winner is
Jodi Buchholz of
DFC Consultants, Ltd.:
“You seem surprised by what I
am saying, but I’m telling you.
All I had to do to get the boss
to send me to TPC was make a
cake about this big and round and
BOOM, here I am!”
Summer 2015 Photo Caption
CONTEST RESULTS
Help your clients achieve
big productivity gains
Advanced Allocations
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Admiral dramatically reduces time spent on allocations, letting
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allocation functionality is required.
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With current maintenance, Admiral provides installation,
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Trust Admiral to deliver solutions that will delight your clients.
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THEPARTNERCHANNEL.COM | FALL 2015 51

ADVERTISER INDEX
Admiral Consulting Group .......................51
Altec. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .19
Appolis. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .21
Business Computers (Time Matrix) ................17
Corporate Renaissance Group .....................3
Data Resolution .................................75
Dynamic Communities ..........................47
DynamicPoint. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .36, 38
Dynaway ....................................36, 38
ICAN Software Corporation . . . . . . . . . . . . . . . . . . .37, 38
Integrity Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .35
k-eCommerce. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Liaison Software Corporation. . . . . . . . . . . . . . . . . . . . .29
MetaViewer from Metafile .........................4
Microsoft Convergence ...........................9
Njevity, Inc.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .13
Nodus Technologies, Inc.. . . . . . . . . . . . . . . . . . . . . . . . .52
ProShip ........................................34
Scalable Data Systems .............................6
Sierra Workforce Solutions .......................24
Trans-Micro ....................................28
Vicinity Manufacturing, Inc. . . . . . . . . . . . . . . . . . . . . . .76
52 FALL 2015 | THEPARTNERCHANNEL.COM

Introducing
The List MOBILE
Now you can get The List To Go!
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Table of Contents
Industry...................Page 54
Horizontal................Page 61
Services...................Page 73
The List from The Partner Channel® is your tool for finding the solutions available from Microsoft Dynamics® Partners. Review the various industry, horizontal, and
service offerings available and you may just find exactly what you’ve been looking for! The List is unique in that it shares only those solutions and services that
work with the Microsoft Dynamics product line. We want you to spend time using the solution, not looking for it. If you have a product or service that you would
like included on The List, please contact Jane@thepartnerchannel.com.
NOTE: The Partner Channel offers no expressed or implied warranty or guarantee for any of the products included in this directory. Support and quality assurance of these software products and services are solely the
responsibility of each Microsoft Dynamics Partner.
*Due to the nature of the “classified” format used for The List, Microsoft Dynamics brand guidelines may not have been followed. We encourage Partners NOT to follow the example we are setting!

Industry
INDUSTRY
Agriculture
Scalable Data Systems
http://www.scalableax.com • 714-594-7690
Commodity Trading
Complete Solution for Commodity
Trading: Manage all aspects of physical
contracts from agreement to execution
including: Contract Management,
Logistics, Risk Management, Invoicing,
Cost tracking and Accruals.
Apparel/Footwear
Lanham Associates®
http://www.lanhamassoc.com
678-379-4200 ext. 105
EDI
In-house control, collaborative, or outsourced.
Total solution, AS2, and VAN
for lower cost of ownership. Seamless
simplicity EDI designed specifically for
NAV. More documents and users than
any other NAV provider.
RedTail Solutions
http://www.redtailsolutions.com • 508-983-1900
RedTail EDI
Freedom to Do Business: Stick to what
you do best - our cloud service manages
your EDI. Integrated with ERP/WMS/3PL
systems. Lowest total cost.
Automotive
AIM Computer Solutions, Inc.
http://www.aimcom.com/ • 586-439-0300
AIM Vision
Automotive supplier industry focused
ERP: EDI, AIAG Labels, MMOG/OEE
Requirements, PPAP, Blanket Releases,
SCM, Mixed Mode, and Repetitive.
Data Masons Software
http://www.datamasons.com • 866-575-1631
Vantage Point EDI for
Dynamics
Tightly integrated EDI for Dynamics
without customizations.
Chemicals
Horizons International
http://www.qualityessentialssuite.com
866-949-9504 ext. 811
Quality Essentials Suite
Quality Management System integrates
to all Dynamics products. Used in
chemicals, food and other regulated
industries. Control layouts for certificates
of analysis, comply with ISO standards,
manage lot holds.
Vicinity Manufacturing
http://www.vicinitymanufacturing.com
770-421-2467
Vicinity
Written for the process manufacturing
industry Vicinity manages formulation,
quality control, compliance, production,
& planning for Food, Beverage,
Chemical, Cosmetic, Personal Care, &
Pharmaceutical manufacturers.
Churches and Ministries
BGE, Inc.
http://www.bgeinc.net • 877-656-8800
FundVision
Powerful fundraising, donor management
software for nonprofits to
cultivate prospects; stay in touch with
constituents; track campaigns; integrate
w/Dynamics GP. Support Check Scanner,
CC Processing, web donations.
Commodity Trades
Scalable Data Systems
http://www.scalableax.com • 714-594-7690
Commodity Trading
Complete Solution for Commodity
Trading: Manage all aspects of physical
contracts from agreement to execution
including: Contract Management,
Logistics, Risk Management, Invoicing,
Cost tracking and Accruals.
Construction
IPM Global Pty Ltd
http://www.ipmglobal.net • 321-368-2489
IPM Project Management
IPM Project Management is a purpose
built XRM Solution that delivers a fresh
approach to Project Management in
the Construction / Engineering sectors.
Incorporating Comprehensive Contract
and Cost Control.
Consumer Packaged
Goods
Data Masons Software
http://www.datamasons.com • 866-575-1631
Vantage Point EDI for
Dynamics
Tightly integrated EDI for Dynamics
without customizations.
HighJump Software
http://www.highjump.com/truecommerce
888-430-4489
HighJump TrueCommerce
EDI Solutions
Scalable & affordable EDI solutions
for Microsoft Dynamics. A managed
service approach, from one trusted
source, helps lower your fulfillment &
procurement costs & connects you to
an expansive global trading network.
Lanham Associates®
http://www.lanhamassoc.com
678-379-4200 ext. 105
ACE - Advanced
Commerce ERP
EDI, ASN, Shipping, Carrier Manifest,
Labels, Barcoding, TP Compliance,
WMS, Forecasting & Replenishment.
Best of breed built inside NAV replacing
7 disparate solutions. Seamless
simplicity. 110,000+ users worldwide.
RedTail Solutions
http://www.redtailsolutions.com
508-983-1900
RedTail EDI
Freedom to Do Business: Stick to what
you do best - our cloud service manages
your EDI. Integrated with ERP/WMS/3PL
systems. Lowest total cost.
Cross Industry Solution
ACOM Solutions, Inc.
http://www.acom.com/solutions/msdynamics-gpgreat-plains/
• 800-699-5758
Automated Payables,
Sale Order Processing &
Document Management
Designed for Dynamics GP
Securely manage the capture, workflow,
& storage of invoices, documents &
all vital business information. 3-way
matching, live accrual reporting & the
ability to complete transactions directly
from workflows.
Altec
http://www.altec-inc.com
800-997-9921 ext. 1255
doc-link, Integrated Document
Management
Capture, workflow, output & archive
w/doc-link, Doc. Mgmt. for Dynamics.
Arbela Technologies
http://www.arbelatech.com • 949-291-4777
Master Data Centralization
For Dynamics AX
Arbela's Master Data Centralization
for Dynamics AX manages product,
customer, vendor, employees, and
COA master data and their fields across
multiple companies for better shared
services. Gain from our experience!
Ariett
http://www.ariett.com • 781-826-1120
Enterprise AP Invoice,
Procurement, Contract &
Expense Reporting Solution/
Azure Cloud/On Premise
Requisition, PO/Contract Mgmt., AP
Automation, Travel/Expense Reporting.
AvidXchange, Inc.
http://www.avidxchange.com/landing/
microsoftdynamics • 800-560-9305
End-to-End AP Automation
Streamline invoice capture, intelligently
route approvals and facilitate 100% of
payments in 45 days or less...guaranteed.
Concur
https://www.concur.com • 425-590-5020
Travel Expense and
Invoice Management
Integrated travel expense and invoice
software for Microsoft Dynamics.
DATABASICS, Inc.
http://www.data-basics.com • 314-282-9561
DATABASICS Time, Expense
and Invoice Reporting
DATABASICS offers SaaS solutions for
Expense Reporting, Time Tracking and
Vendor Invoice Management. Flexible,
powerful, easy to use.
Datahaven for Dynamics
http://www.datahaven4dynamics.com
757-222-2000
Datahaven for Dynamics
Datahaven is the only scanning, OCR,
and workflow solution natively embedded—not
simply integrated—throughout
the Microsoft Dynamics user experience
and available to non-Dynamics users
from Microsoft Outlook.
docSTAR
http://www.docstar.com • 888-docSTAR
docSTAR eclipse Smart
AP Automation
docSTAR is the premier AP solution provider
for small to mid-size enterprises.
Streamline your AP invoice processing
with intelligent data capture, workflow,
and integration with Microsoft
Dynamics ERP.
KEY: Axapta Great Plains Navision Solomon Customer Relationship Management Retail Management System Point of Sale
54 FALL 2015 | THEPARTNERCHANNEL.COM

eRequester by Paperless Business
Systems
http://spendwise.ly/eRequester-2015
206-256-0771 ext. 123
eRequester
Industry leading web procurement,
expense management, inventory &
receiving, and business intelligence.
Top rated & trusted for over 16 years.
EthoTech, Inc.
http://www.ethotech.com • 678-384-7500 ext. 1
Commission Plan
Calculate, pay and track all variable compensation,
including Sales Commissions,
Bonuses, Royalties, Rebates and SPIFFS.
Effortlessly create and modify commission
plans, and then quickly distribute
reports by e-mail.
Greenshades Software
http://www.greenshades.com
888-255-3815 ext. 2
Greenshades Year End Forms
Electronic distribution, print to blank
paper, and fully automated mailing
services help thousands of Greenshades
clients create, distribute and electronically
file their 1099, W-2 and 1095-C forms.
Higher Logic
http://www.higherlogic.com • 202-360-4402
Higher Logic
The leading cloud-based community
platform used by organizations
worldwide to bring people together
in secure communities designed to
ignite knowledge sharing, drive content
creation and solve problems.
Integrated Software, Inc.
http://www.isiusa.com • 321-984-1986
Request For Quote
Create RFQs. Save Vendor responses.
Auto-create PO's and Sales Quotes.
JAT Computer Consulting, Inc.
http://www.jatnet.com/JPI.htm
888-525-8874 ext. 462
JAT Payroll Interface (JPI)
JPI is a bi-directional integration linking
GP HRM and ADP payroll.
JAT Computer Consulting, Inc.
http://www.jatnet.com/JBC.htm
888-525-8874 ext. 462
JAT Benefits Connect (JBC)
JBC communicates enrollment data to
carriers and insurance providers.
Joesoftware Inc.
http://www.joesoftware.com • 780-990-0220
Marshal
Comprehensive QHSE application.
Incident management, employee
safety data, training/certifications,
jobsite hazard assessments, procedure
automation and more. OHSA COR PIR
compliant.
KTL Solutions, Inc.
http://www.ktlsolutions.com • 866-960-0001
Development - Microsoft
Dynamics GP/CRM/xRM
15 yrs developing GP customizations
(Dexterity, .Net), Source Code Developers,
Experts with CRM/xRM as a platform
creating customized experiences.
Sub-contractor rates to other resellers.
Lexmark Enterprise Software
http://www.lexmark.com/en_us/
solutions/financial-process-automation/
solutions/erp-integration/automationfor-microsoft-dynamics/invoiceprocessing.html
• 800-941-7460
Invoice Processing for
Microsoft Dynamics
Push the boundaries of process automation
to gain even more productivity,
efficiency, and control over your financial
processes with invoice processing automation,
available in the cloud-based
or on-premise.
Lexmark Enterprise Software
https://www.perceptivesoftware.
com/products/perceptive-interact/
application-integration/microsoftdynamics-ax.html
• 800-941-7460
Perceptive Software Interact
for Microsoft Dynamics
AX from Lexmark
Interact for Microsoft Dynamics AX
brings integrated document capture
and retrieval technology to the AX
environment. Locate relevant content
quickly and easily based on a customerdefined
folder hierarchy.
Liaison Software Corp
http://www.liaisonsc.com
800-811-4618 ext. 201
Liaison Messenger EDD
Batch email, fax, print, archive Invoices,
Statements, Sales Orders, Purchase
Orders to customers, vendors, sales.
Attach supporting documentation.
Use existing reports (GP report writer,
SSRS, Crystal).
Nexonia
http://www.nexonia.com • 800-291-4829
Nexonia
Highly-configurable cloud-based expense
reports and timesheets solutions,
seamlessly integrated with MS Dynamics,
incl. VAT & multi-currency. With mobile
apps for iOS, Android, BlackBerry 10 &
Windows Mobile phones.
Nodus Technologies, Inc.
http://www.nodus.com/epay_
advantage.html • 909-482-4701
ePay Advantage - Online Bill Pay
Automate A/R, improve cash flow, and
provide security and convenience to
your customers with an online bill pay
portal. Optional recurring/subscription
billing, AutoPay, payment plans and
remote order entry.
Nodus Technologies, Inc.
http://www.nodus.com/estore_
solution_stack.html • 909-482-4701
eStore Solution Stack
Go beyond a simple shopping cart with
our feature-rich, automated and fully
integrated ecommerce solution. PCI
Certified, B2B, B2C and Sales Portal with
Responsive web designs to support all
screen sizes.
Nodus Technologies, Inc.
http://www.nodus.com/products.html
909-482-4701
Credit Card Advantage
and CRM Charge
Securely process credit cards and
eChecks/ACH in real-time with seamless
integration between Dynamics GP and/
or CRM. Includes batch processing &
reconciliation/reporting tools. Optional
AutoPay and customer portal.
Panatrack, Inc.
http://www.panatrack.com • 262-361-4950
PanatrackerGP Field
Sales & Inventory
Extend GP to capture sales transactions
at the point of activity.
PaperSave
http://www.PaperSave.com • 877-727-3799
PaperSave
PaperSave is a complete document
management, electronic workflow and
invoice automation solution, Certified for
Microsoft Dynamics GP, SL, AX, & CRM.
Paymate Software Corporation
http://www.paymatesoftware.com
866-729-6283 (1-866-PAYMATE)
Paymate Software
Payroll, HR, Time tracking, Scheduling,
ESS – advanced & cost-effective.
ReQlogic
http://www.reqlogic.com • 734-302-2316
ReQlogic
ReQlogic is a browser-based employee
productivity suite providing solutions
for eProcurement, requisitions, vendor
invoices, time & expense, and advanced
workflow.
Solver
http://www.solverusa.com • 310-691-5300
Solver - BI360 Suite
Both Excel & Web-based Financial &
Operational Reporting, Budgeting,
Dashboards, & a pre-configured Data
Warehouse w/ direct integration to
Microsoft Dynamics.
WilloWare, Inc.
http://www.willoware.com
888-339-4556 ext. 1
Dynamics GP PowerPack
Over 80 Enhancements to GP, based
upon customer requests. Enhances
virtually every part of the GP System.
Make GP more intuitive, easier to use!
Equipment Rental and
Leasing
SYCOR GmbH
http://www.sycor-group.com/rental
+49 551 490 2491
Sycor.Rental
AX 2012 solution for individual & bulk
rentals, trade of mobile goods. Full rental
lifecycle with key features: graphical
scheduling, transport mgmt., service
& maintenance, fleet mgmt., flexible
billing methods, BI.
Finance/Banking
AvidXchange, Inc.
http://www.avidxchange.com/landing/
microsoftdynamics • 800-560-9305
End-to-End AP Automation
Streamline invoice capture, intelligently
route approvals and facilitate 100% of
payments in 45 days or less...guaranteed.
Lexmark Enterprise Software
https://www.perceptivesoftware.
com/products/perceptive-interact/
application-integration/microsoftdynamics-ax.html
• 800-941-7460
Perceptive Software Interact
for Microsoft Dynamics
AX from Lexmark
Interact for Microsoft Dynamics AX
brings integrated document capture
and retrieval technology to the AX
environment. Locate relevant content
quickly and easily based on a customerdefined
folder hierarchy.
Fleet Management
SYCOR GmbH
http://www.sycor-group.com/fleet
+49 551 490 2491
Sycor.Fleet
AX 2012 solution for fleet management.
Key features: graph. scheduling, transport
mgmt., service & maintenance,
vehicle data mgmt., vehicle history
(costs, repairs, damage), BI & reporting,
flexible billing methods.
INDUSTRY
KEY: Axapta Great Plains Navision Solomon Customer Relationship Management Retail Management System Point of Sale
THEPARTNERCHANNEL.COM | FALL 2015 55

INDUSTRY
Food and Beverage
Altec
http://www.altec-inc.com
800-997-9921 ext. 1255
doc-link Integrated Document
Management
Capture, workflow, output & archive
w/doc-link, Doc. Mgmt. for Dynamics.
Appolis
http://www.appolis.com • 612-343-0404
WithoutWire Warehouse
WMS Barcode mobile traceable lot
serial tracked inventory for Process
Discrete MO Manufacture Distributor
Food Beverage Supply Chain ship EDI.
ASC Software
http://www.ascsoftware.com • 937-429-1428
ASCTrac
Award winning, scalable, Warehouse
Management Solutions (WMS) designed
to support the demanding requirements
of Distribution, Manufacturing and 3PL
operations, covering the entire Supply
Chain cycle.
Blue Horseshoe
http://www.bhsolutions.com • 317-573-2583
Supply Chain Suite for
Dynamics AX
Gold Certified ERP Partner providing
Tier-1 end-to-end implementation
services as well as Industry Leading
software to fully optimize your Supply
Chain. See what's new in the Supply
Chain Suite for Dynamics AX.
COGEP, Inc.
http://www.cogep.com
418-626-2503 ext: 144
NEW: Guide TI
Powerful and user-friendly maintenance
software. Control budget and reduce
maintenance and unit cost. Increase
efficiency and reduce downtime.
Horizons International
http://www.qualityessentialssuite.com
866-949-9504 ext. 811
Quality Essentials Suite
Quality Management System integrates
to all Dynamics products. Used in
chemicals, food and other regulated
industries. Control layouts for certificates
of analysis, comply with ISO standards,
manage lot holds.
Lanham Associates®
http://www.lanhamassoc.com
678-379-4200 ext. 105
Supply Chain Solutions
Seamlessly simple Shipping, Inventory
Management, WMS, & EDI Compliance.
Best of Breed built inside NAV. More
than 110,000+ users worldwide.
Metafile Information Systems, Inc.
http://www.metaviewer.com • 507-286-9232
MetaViewer Paperless ERP
for Microsoft Dynamics
Enhance your AX, GP, NAV & SL solutions
by adding integrated scanning,
OCR, eInvoicing, workflow, and AP/AR
Automation.
RedTail Solutions
http://www.redtailsolutions.com • 508-983-1900
RedTail EDI
Freedom to Do Business: Stick to what
you do best - our cloud service manages
your EDI. Integrated with ERP/WMS/3PL
systems. Lowest total cost.
Scalable Data Systems
http://www.scalableax.com • 714-594-7690
Procurement for Manufacturing
Procurement of Commodity raw
materials fully integrated with MRP
providing visibility of production demand
to procurement. Key features:
Contract Management, Logistics, Risk
Management, Track costs and Accruals.
Vicinity Manufacturing
http://www.vicinitymanufacturing.com
770-421-2467
Vicinity
Written for the process manufacturing
industry Vicinity manages formulation,
quality control, compliance, production,
& planning for Food, Beverage,
Chemical, Cosmetic, Personal Care, &
Pharmaceutical manufacturers.
Government Contracting
IPM Global Pty Ltd
http://www.ipmglobal.net • 321-368-2489
IPM Project Management
IPM Project Management is a purpose
built XRM Solution that delivers a fresh
approach to Project Management in
the Construction / Engineering sectors.
Incorporating Comprehensive Contract
and Cost Control.
Unanet Technologies
http://www.unanet.com • 703-689-9440
Unanet Project Portfolio
Resource planning, time/expense
tracking & project accounting for GP/SL.
Healthcare
Business Computers
Software, Inc.
http://www.business-computers.com
303-494-9390
Time Matrix
Time Clock that integrates with Dynamics
GP PR, HR, PA, & Manufacturing.
Computer Information
Enterprises
http://www.compinfo.com • 949-263-0910
ImageLink
ImageLink is a seamless, fully integrated
document management solution designed
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 powered
by Microsoft Dynamics.
Kronos Incorporated
http://www.kronos.com • 800-225-1561
Workforce Central® Suite
Seamlessly integrates with Microsoft
Dynamics to completely automate the
essential timekeeping, human resources
and financial processes.
Paramount Technologies
http://www.paramounttechnologies.com
800-725-4408
WorkPlace for Healthcare
Requisition, approval, budget checking
and integration to Binary Stream for
Materials Management.
Sierra Workforce Solutions
http://www.sierraws.com • 800-822-0973
Sierra Workforce Solutions
Time & labor management solutions
optimizing productivity and data integration
for payroll, HR & job costing
using biometrics, badge, WEB or PC
based time clocks. Includes employee
manager self service.
High Tech and Electronics
Experlogix, Inc.
http://www.experlogix.com
805-504-9729 ext. 712
Experlogix CPQ (Configure
Price Quote) for Microsoft
Dynamics CRM & ERP
Experlogix CPQ solutions meet the
demands of today’s competitive marketplace
by simplifying the process of
selling customized products, accelerating
proposal development times and
increasing quote-to-order ratios.
QBD Systems
http://www.qbdsys.com • 800-743-9003
Universal PLM Integration
Integration w/ PLM s/w incl. Agile,
Arena, Aras, Solidworks EPDM & more.
Red Maple
http://www.redmaple.com • 972-980-6963
Red Maple's Advanced
Trade and Pricing
Adv Trade extends pricing capabilities
to include complex pricing structures,
extends billing, billing schedules and
revenue recognition of complex transactions.
Contracts can be generated and
managed easily.
Industrial Equipment
Experlogix, Inc.
http://www.experlogix.com
805-504-9729 ext. 712
Experlogix CPQ (Configure
Price Quote) for Microsoft
Dynamics CRM & ERP
Experlogix CPQ solutions meet the
demands of today’s competitive marketplace
by simplifying the process of
selling customized products, accelerating
proposal development times and
increasing quote-to-order ratios.
Insurance
EthoTech, Inc.
http://www.ethotech.com • 678-384-7500 ext. 1
Commission Plan
Calculate, pay and track all variable compensation,
including Sales Commissions,
Bonuses, Royalties, Rebates and SPIFFS.
Effortlessly create and modify commission
plans, and then quickly distribute
reports by e-mail.
Life Sciences
Arbela Technologies
http://www.arbelatech.com • 949-291-4777
Arbela Technologies
Our specialties can align with all your
industry-specific and evolving business
needs. With minimum customizations,
we tailor AX and CRM to effectively
reduce costs and improve efficiency.
Gain from our experience!
Maintenance
Management
COGEP, Inc.
http://www.cogep.com
418-626-2503 ext: 144
NEW: Guide TI
Powerful and user-friendly maintenance
software. Control budget and reduce
maintenance and unit cost. Increase
efficiency and reduce downtime.
Manufacturing
Altec
http://www.altec-inc.com
800-997-9921 ext. 1255
doc-link Integrated Document
Management
Capture, workflow, output & archive
w/doc-link, Doc. Mgmt. for Dynamics.
KEY: Axapta Great Plains Navision Solomon Customer Relationship Management Retail Management System Point of Sale
56 FALL 2015 | THEPARTNERCHANNEL.COM

Appolis
http://www.appolis.com • 612-343-0404
WithoutWire Warehouse
WMS Barcode mobile traceable lot serial
tracked inventory for Process Manufacture
MO Distributor Food Beverage Pharma
Chemical CPG ship EDI.
Arbela Technologies
http://www.arbelatech.com • 949-291-4777
Arbela Technologies
Our specialties can align with all your
industry-specific and evolving business
needs. With minimum customizations,
we tailor AX and CRM to effectively
reduce costs and improve efficiency.
Gain from our experience!
ASC Software
http://www.ascsoftware.com • 937-429-1428
ASCTrac
Award winning, scalable Warehouse
Management Solutions & MFG operations.
Bond Consulting Services
http://www.BondConsultingServices.com
562-988-3451
Microsoft Dynamics ERP Solutions
for Manufacturing & Distribution
We are a Gold ERP/Silver CRM Partner and
the go-to multilingual consulting team
for Process & Discrete Manufacturers
and CPG and F&B Distributors from
SMB to Enterprise.
Business Computers
Software, Inc.
http://www.business-computers.com
303-494-9390
Time Matrix
Time Clock that integrates with Dynamics
GP PR, HR, PA, & Manufacturing.
COGEP, Inc.
http://www.cogep.com
418-626-2503 ext: 144
NEW: Guide TI
Powerful and user-friendly maintenance
software. Control budget and reduce
maintenance and unit cost. Increase
efficiency and reduce downtime.
Computer Information
Enterprises
http://www.compinfo.com • 949-263-0910
ImageLink
ImageLink is a seamless, fully integrated
document management solution designed
for users of Microsoft Dynamics
SL and Microsoft Dynamics GP who
desire to reduce the amount of paper
within their organization.
docSTAR
http://www.docstar.com • 888-docSTAR
docSTAR eclipse Smart
AP Automation
docSTAR is the premier AP solution provider
for small to mid-size enterprises.
Streamline your AP invoice processing
with intelligent data capture, workflow,
and integration with Microsoft
Dynamics ERP.
eNSYNC Solutions, Inc.
http://www.ScanWorkX.com • 913-647-8640
ScanWorkX for Dynamics AX
Extend Dynamics AX to nearly any mobile
device. More than 75 standard DAX
functions with and without barcoding.
Custom transactions available.
Experlogix, Inc.
http://www.experlogix.com
805-504-9729 ext. 712
Experlogix CPQ (Configure
Price Quote) for Microsoft
Dynamics CRM & ERP
Experlogix CPQ solutions meet the
demands of today’s competitive marketplace
by simplifying the process of
selling customized products, accelerating
proposal development times and
increasing quote-to-order ratios.
HighJump Software
http://www.highjump.com/truecommerce
888-430-4489
HighJump TrueCommerce
EDI Solutions
Scalable & affordable EDI solutions
for Microsoft Dynamics. A managed
service approach, from one trusted
source, helps lower your fulfillment &
procurement costs & connects you to
an expansive global trading network.
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.
Lanham Associates®
http://www.lanhamassoc.com
678-379-4200 ext. 105
AFP (Advanced Forecasting
and Procurement) for
Manufacturing
Forecasts inventory items as components
or finished goods. Gain control.
Lexmark Enterprise Software
http://www.lexmark.com/en_us/
solutions/financial-process-automation/
solutions/erp-integration/automationfor-microsoft-dynamics/invoiceprocessing.html
• 800-941-7460
Invoice Processing for
Microsoft Dynamics
Push the boundaries of process automation
to gain even more productivity,
efficiency, and control over your financial
processes with invoice processing automation,
available in the cloud-based
or on-premise.
Lexmark Enterprise Software
https://www.perceptivesoftware.
com/products/perceptive-interact/
application-integration/microsoftdynamics-ax.html
• 800-941-7460
Perceptive Software Interact
for Microsoft Dynamics
AX from Lexmark
Interact for Microsoft Dynamics AX
brings integrated document capture
and retrieval technology to the AX
environment. Locate relevant content
quickly and easily based on a customerdefined
folder hierarchy.
Liaison Software Corp
http://www.liaisonsc.com
800-811-4618 ext. 201
Liaison Messenger EDD
Batch email, fax, print, archive Invoices,
Statements, Sales Orders, Purchase
Orders to customers, vendors, sales.
Attach supporting documentation.
Use existing reports (GP report writer,
SSRS, Crystal).
Metafile Information Systems, Inc.
http://www.metaviewer.com • 507-286-9232
MetaViewer Paperless ERP
for Microsoft Dynamics
Enhance your AX, GP, NAV & SL solutions
by adding integrated scanning,
OCR, eInvoicing, workflow, and AP/AR
Automation.
RF-SMART
http://ax.rfsmart.com • 904-399-8500
RF-SMART Data Collection
#1 brand of mobile solutions for AX
warehousing, manufacturing, & retail
inventory control. "Your Supply Chain:
Mobile. Accurate. Real time."
Sana Commerce
http://www.sana-commerce.com • 646-362-0432
Sana Commerce
Sana delivers fully integrated B2B
e-commerce solutions for Microsoft
Dynamics NAV & AX that help wholesalers
and manufacturers to grow online.
Scalable Data Systems
http://www.scalableax.com • 714-594-7690
Procurement for Manufacturing
Procurement of Commodity raw
materials fully integrated with MRP
providing visibility of production demand
to procurement. Key features:
Contract Management, Logistics, Risk
Management, Track costs and Accruals.
Scalable Data Systems
http://www.scalableax.com • 425-931-9972
Advanced Production Scheduling
Review and adjust Production Schedule
from the Gantt Chart. Key Features:
Dashboard View, Additional sort sequences,
Reroute to alternative work
centers.
Sierra Workforce Solutions
http://www.sierraws.com • 800-822-0973
Sierra Workforce Solutions
Time & labor management solutions
optimizing productivity and data integration
for payroll, HR & job costing
using biometrics, badge, WEB or PC
based time clocks. Includes employee
manager self service.
Thomson Reuters
http://tax.thomsonreuters.com/DynamicsTax
888-885-0206
NEW: Thomson Reuters
ONESOURCE
Thomson Reuters ONESOURCE Indirect
Tax for all companies leveraging Microsoft
Dynamics provides cloud-based sales,
use, and value-added tax calculation,
reporting, exemption certificate management
and returns.
Vicinity Manufacturing
http://www.vicinitymanufacturing.com
770-421-2467
Vicinity
Written for the process manufacturing
industry Vicinity manages formulation,
quality control, compliance, production,
& planning for Food, Beverage,
Chemical, Cosmetic, Personal Care, &
Pharmaceutical manufacturers.
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.
INDUSTRY
KEY: Axapta Great Plains Navision Solomon Customer Relationship Management Retail Management System Point of Sale
THEPARTNERCHANNEL.COM | FALL 2015 57

INDUSTRY
WilloWare, Inc.
http://www.willoware.com
888-339-4556 ext. 1
MO Generator
MO Generator creates a set of MO's
for a parent item and sub-assemblies
below the parent, schedules and releases
Experlogix MO's, and receives
and posts MO Receipts.
Media and Entertainment
Eclipse Computing, Inc
http://www.royaltyandrights.com
201-746-6255 ext. 201
Royalty and Rights Management
System for Dynamics GP
For managing intellectual property,
controls all phases of royalty accounting
including Contracts, Accruals, Payments
& Revenue Recognition.
Non-Profit Organizations
BGE, Inc.
http://www.bgeinc.net • 877-656-8800
FundVision
Powerful fundraising, donor management
software for nonprofits to
cultivate prospects; stay in touch with
constituents; track campaigns; integrate
w/Dynamics GP. Support Check Scanner,
CC Processing, web donations.
Paramount Technologies
http://www.paramounttechnologies.com
800-725-4408
WorkPlace for Non-Profits
Requisition & Expense with GL
Distribution, Encumbrance & Audit Trails.
Sierra Workforce Solutions
http://www.sierraws.com • 800-822-0973
Sierra Workforce Solutions
Time & labor management solutions
optimizing productivity and data integration
for payroll, HR & job costing
using biometrics, badge, WEB or PC
based time clocks. Includes employee
manager self service.
Unanet Technologies
http://www.unanet.com • 703-689-9440
Unanet Project Portfolio
Resource planning, time/expense
tracking & project accounting for GP/SL.
Oil and Gas
Computer Information
Enterprises
http://www.compinfo.com • 949-263-0910
ImageLink
ImageLink is a seamless, fully integrated
document management solution designed
for users of Microsoft Dynamics
SL and Microsoft Dynamics GP who
desire to reduce the amount of paper
within their organization.
IPM Global Pty Ltd
http://www.ipmglobal.net • 321-368-2489
IPM Project Management
IPM Project Management is a purpose
built XRM Solution that delivers a fresh
approach to Project Management in
the Construction / Engineering sectors.
Incorporating Comprehensive Contract
and Cost Control.
Thomson Reuters
http://tax.thomsonreuters.com/DynamicsTax
888-885-0206
NEW: Thomson Reuters
ONESOURCE
Thomson Reuters ONESOURCE Indirect
Tax for all companies leveraging Microsoft
Dynamics provides cloud-based sales,
use, and value-added tax calculation,
reporting, exemption certificate management
and returns.
Pharmaceuticals
ASC Software
http://www.ascsoftware.com • 937-429-1428
ASCTrac
Award winning, scalable, Warehouse
Management Solutions (WMS) designed
to support the demanding requirements
of Distribution, Manufacturing and 3PL
operations, covering the entire Supply
Chain cycle.
Concur
https://www.concur.com • 425-590-5020
Travel Expense and
Invoice Management
Integrated travel expense and invoice
software for Microsoft Dynamics.
Horizons International
http://www.qualityessentialssuite.com
866-949-9504 ext. 811
Quality Essentials Suite
Quality Management System integrates
to all Dynamics products. Used in
chemicals, food and other regulated
industries. Control layouts for certificates
of analysis, comply with ISO standards,
manage lot holds.
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 inventory
management. An easy to install
solution with robust features.
Professional Services
Globe Software
http://www.globesoftware.com • 701-235-4084
Atlas - Real-time Reporting
& Upload into AX from
Microsoft Office
Using Atlas, you'll see how real-time
two way data validation integrates
between Office, Dynamics AX & CRM.
From data migration to production,
register on our web site for a free trial.
JOVACO Solutions Inc.
http://www.jovaco.com • 888-988-3535 ext. 122
JOVACO Project Suite
Project accounting for professional service
firms to manage projects through
web-based time & expense and resource
mgmt modules. Top features: extensive
reporting, multi-company & interdepartmental
capabilities.
Nexonia
http://www.nexonia.com • 800-291-4829
Nexonia
Highly-configurable cloud-based expense
reports and timesheets solutions,
seamlessly integrated with MS Dynamics,
incl. VAT & multi-currency. With mobile
apps for iOS, Android, BlackBerry 10 &
Windows Mobile phones.
Rockton Software
http://www.rocktonconnect.com • 877-476-2586
Rockton Connect
Rockton Connect, small business accounting
built inside Microsoft Dynamics
CRM online specifically for professional
service organizations.
Unanet Technologies
http://www.unanet.com • 703-689-9440
Unanet Project Portfolio
Resource planning, time/expense
tracking & project accounting for GP/SL.
Property Management
AvidXchange, Inc.
http://www.avidxchange.com/landing/
microsoftdynamics • 800-560-9305
End-to-End AP Automation
Streamline invoice capture, intelligently
route approvals and facilitate 100% of
payments in 45 days or less...guaranteed.
Publishing
Eclipse Computing, Inc
http://www.royaltyandrights.com
201-746-6255 ext. 201
Royalty and Rights Management
System for Dynamics GP
For managing intellectual property,
controls all phases of royalty accounting
including Contracts, Accruals, Payments
& Revenue Recognition.
Restaurant
Integrity Data
http://www.integrity-data.com/software/
aca-compliance/ • 888-786-6162
NEW: Sypnio ACA Compliance
Solution - powered by
Integrity Data
A 360° reporting engine that makes
ACA tracking and compliance a nonissue
With deep BI capabilities, this
tool automatically tracks eligibility and
tests affordability, and generates and
prints Form 1095-C.
Retail
Arbela Technologies
http://www.arbelatech.com • 949-291-4777
Arbela Technologies
Our specialties can align with all your
industry-specific and evolving business
needs. With minimum customizations,
we tailor AX and CRM to effectively
reduce costs and improve efficiency.
Gain from our experience!
Avalara, Inc.
http://www.info.avalara.com/TheList
877-811-7965
Avalara for Sales Tax
Automation
Automate and eliminate the complexity
of sales tax management with
Avalara. A cloud-based sales and use
tax calculation, exemption certificate
management, filing and remittance
solution for Microsoft Dynamics.
Globe Software
http://www.globesoftware.com • 701-235-4084
Atlas - Real-time Reporting
& Upload into AX from
Microsoft Office
Using Atlas, you'll see how real-time
two way data validation integrates
between Office, Dynamics AX & CRM.
From data migration to production,
register on our web site for a free trial.
Integrity Data
http://www.integrity-data.com/software/
aca-compliance/ • 888-786-6162
NEW: Sypnio ACA Compliance
Solution - powered by
Integrity Data
A 360° reporting engine that makes
ACA tracking and compliance a nonissue
With deep BI capabilities, this
tool automatically tracks eligibility and
tests affordability, and generates and
prints Form 1095-C.
Kronos Incorporated
http://www.kronos.com • 800-225-1561
Workforce Central® Suite
Seamlessly integrates with Microsoft
Dynamics to completely automate the
essential timekeeping, human resources
and financial processes.
Metafile Information Systems, Inc.
http://www.metaviewer.com • 507-286-9232
MetaViewer Paperless ERP
for Microsoft Dynamics
Enhance your AX, GP, NAV & SL solutions
by adding integrated scanning,
OCR, eInvoicing, workflow, and AP/AR
Automation.
KEY: Axapta Great Plains Navision Solomon Customer Relationship Management Retail Management System Point of Sale
58 FALL 2015 | THEPARTNERCHANNEL.COM

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 inventory
management. An easy to install
solution with robust features.
Panatrack, Inc.
http://www.panatrack.com • 262-361-4950
PanatrackerGP Field
Sales & Inventory
Extend GP to capture sales transactions
at the point of activity.
Red Maple
http://www.redmaple.com • 972-980-6963
Red Maple's Advanced
Credit Cards for Retail
Adv. CC for Retail allows you to process
credit cards in retail environments and
directly integrate into AX. PCI validated
CC solution native to AX. Red Maple has
many processor options for CC for Retail.
Red Maple
http://www.redmaple.com • 972-980-6963
Red Maple's Advanced
Credit Cards
PCI validated CC solution native to AX
and Retail for AX. We integrate to 13+
processors. Take payments in SO, AR
or Projects. Tokenization is available.
Process CC in multiple countries. Handle
complex transactions.
Thomson Reuters
http://tax.thomsonreuters.com/DynamicsTax
888-885-0206
NEW: Thomson Reuters
ONESOURCE
Thomson Reuters ONESOURCE Indirect
Tax for all companies leveraging Microsoft
Dynamics provides cloud-based sales,
use, and value-added tax calculation,
reporting, exemption certificate management
and returns.
Social Services
BGE, Inc.
http://www.bgeinc.net • 877-656-8800
FundVision
Powerful fundraising, donor management
software for nonprofits to
cultivate prospects; stay in touch with
constituents; track campaigns; integrate
w/Dynamics GP. Support Check Scanner,
CC Processing, web donations.
Software
Concur
https://www.concur.com • 425-590-5020
Travel Expense and
Invoice Management
Integrated travel expense and invoice
software for Microsoft Dynamics.
Corporate Services
http://www.corpservice.com • 800-293-6822
TrakQuip and RTMS
Software Solutions
Whether you own, rent, or utilize equipment,
TrakQuip & RTMS make it easy to
track & manage your assets, automate
routine business operations, & produce
excellent financial information to accurately
run your business
Nexonia
http://www.nexonia.com • 800-291-4829
Nexonia
Highly-configurable cloud-based expense
reports and timesheets solutions,
seamlessly integrated with MS Dynamics,
incl. VAT & multi-currency. With mobile
apps for iOS, Android, BlackBerry 10 &
Windows Mobile phones.
Software Manufacturers
NMB Solutions
http://www.proshipsoftware.com/axugsummit
800-353-7774
Dynamics AX ProShip® Multi
Carrier Shipping and LTL
manifesting solutions
ProShip® software is a global, flexible
and native Microsoft Dynamics® AX
and NAV multi-carrier shipping and
manifesting solution which will handle
all your domestic and international small
parcel and LTL shipments.
Red Maple
http://www.redmaple.com • 972-980-6963
Red Maple's Advanced
Trade and Pricing
Adv Trade extends pricing capabilities
to include complex pricing structures,
extends billing, billing schedules and
revenue recognition of complex transactions.
Contracts can be generated and
managed easily.
Rockton Software
http://www.rocktonconnect.com
877-476-2586
Rockton Connect
Rockton Connect, small business accounting
built inside Microsoft Dynamics
CRM online specifically for software
companies.
Staffing/Recruiting
Integrity Data
http://www.integrity-data.com/software/
aca-compliance/ • 888-786-6162
NEW: Sypnio ACA Compliance
Solution - powered by
Integrity Data
A 360° reporting engine that makes
ACA tracking and compliance a nonissue
With deep BI capabilities, this
tool automatically tracks eligibility and
tests affordability, and generates and
prints Form 1095-C.
Joesoftware Inc.
http://www.joesoftware.com • 780-990-0220
Recruitment Accelerator
Web-based recruiting mgmt, resume
collection & on-boarding accelerator.
Transportation
NMB Solutions
http://www.proshipsoftware.com/axugsummit
800-353-7774
Dynamics AX ProShip® Multi
Carrier Shipping and LTL
manifesting solutions
ProShip® software is a global, flexible
and native Microsoft Dynamics® AX
and NAV multi-carrier shipping and
manifesting solution which will handle
all your domestic and international small
parcel and LTL shipments.
Selective Software Inc
http://www.selectivesoftware.com
421-369-0480
In Transit Software
Integrated solutions for Trucking: Loads,
Driver/Carrier Pay, Freight Billing, EDI,
Dispatch, Imaging, Maintenance & Repair,
Fuel Integration, Road Taxes. Reporting
& more. Asset-Based & Brokerage.
Utilities
Lexmark Enterprise Software
http://www.lexmark.com/en_us/solutions/
financial-process-automation/solutions/
erp-integration/automation-for-microsoftdynamics/invoice-processing.html
800-941-7460
Invoice Processing for
Microsoft Dynamics
Push the boundaries of process automation
to gain even more productivity,
efficiency, and control over your financial
processes with invoice processing automation,
available in the cloud-based
or on-premise.
Warehouse Management
Appolis
http://www.appolis.com • 612-343-0404
WithoutWire Warehouse
WMS Barcode mobile traceable lot serial
tracked inventory for Manufacture
Distributor Pharma Chemical CPG Food
Field Service tech job ship EDI.
ASC Software
http://www.ascsoftware.com • 937-429-1428
ASCTrac
Award winning, scalable, Warehouse
Management Solutions (WMS) designed
to support the demanding requirements
of Distribution, Manufacturing and 3PL
operations, covering the entire Supply
Chain cycle.
eNSYNC Solutions, Inc.
http://www.ScanWorkX.com • 913-647-8640
ScanWorkX for Dynamics AX
Extend Dynamics AX to nearly any mobile
device. More than 75 standard DAX
functions with and without barcoding.
Custom transactions available.
Lanham Associates®
http://www.lanhamassoc.com
678-379-4200 ext. 105
ACE Warehousing©
Flexibility from basic to advanced functionality.
Receiving, picking, shipping,
realtime inventory in NAV via wireless
devices. Also grows to license plating,
serial no. tracking & production output
registration.
NMB Solutions
http://www.proshipsoftware.com/axugsummit
800-353-7774
Dynamics AX ProShip® Multi
Carrier Shipping and LTL
manifesting solutions
ProShip® software is a global, flexible
and native Microsoft Dynamics® AX
and NAV multi-carrier shipping and
manifesting solution which will handle
all your domestic and international small
parcel and LTL shipments.
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 inventory
management. An easy to install
solution with robust features.
WilloWare, Inc.
http://www.willoware.com
888-339-4556 ext. 1
CompleteCount
Controlled cycle counts in GP using
stock tags and Excel. Print tags, ensure
accuracy, minimize downtime.
Wholesale Trade:
Durable Goods
Globe Software
http://www.globesoftware.com • 701-235-4084
Atlas - Real-time Reporting
& Upload into AX from
Microsoft Office
Using Atlas, you'll see how real-time
two way data validation integrates
between Office, Dynamics AX & CRM.
From data migration to production,
register on our web site for a free trial.
HighJump Software
http://www.highjump.com/truecommerce
888-430-4489
HighJump TrueCommerce
EDI Solutions
Scalable & affordable EDI solutions
for Microsoft Dynamics. A managed
service approach, from one trusted
source, helps lower your fulfillment &
procurement costs & connects you to
an expansive global trading network.
INDUSTRY
KEY: Axapta Great Plains Navision Solomon Customer Relationship Management Retail Management System Point of Sale
THEPARTNERCHANNEL.COM | FALL 2015 59

INDUSTRY
Lanham Associates®
http://www.lanhamassoc.com
678-379-4200 ext. 105
Supply Chain Solutions
Seamlessly simple Shipping, Inventory
Management, WMS, & EDI Compliance.
Best of Breed built inside NAV. More
than 110,000+ users worldwide.
Sana Commerce
http://www.sana-commerce.com
646-362-0432
Sana Commerce
Sana delivers fully integrated B2B
e-commerce solutions for Microsoft
Dynamics NAV & AX that help wholesalers
and manufacturers to grow online.
Scalable Data Systems
http://www.scalableax.com • 714-594-7690
Landed Cost
Manage Multiple Vendors/PO's as one
shipment to improve efficiency and
visibility. Key features: Accruals, Auto
Cost Allocation, in transit costing.
Wolesale Trade:
Non-durable Goods
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.
Scalable Data Systems
http://www.scalableax.com • 714-594-7690
Landed Cost
Manage Multiple Vendors/PO's as one
shipment to improve efficiency and
visibility. Key features: Accruals, Auto
Cost Allocation, in transit costing.
Learn why Karen with ChargeLogic likes The List:
“Having The List reach so many organizations within the
Microsoft Dynamics community makes our decision to
participate an easy one – and receiving a lead from The
List didn’t hurt either!”
Karen Tran
ChargeLogic
KEY: Axapta Great Plains Navision Solomon Customer Relationship Management Retail Management System Point of Sale
60 FALL 2015 | THEPARTNERCHANNEL.COM

Horizontal
Accounting
Analytics
Encore Business Solutions
http://www.encorebusiness.com • 888-898-4330
ePayStub for Canadian Payroll
ePaystub for Canadian Payroll is a seamless
extension to Microsoft Dynamics
GP Canadian Payroll that allows users
to email out employee Payslips with
an email that is password protected.
Rockton Software
http://www.rocktonconnect.com • 877-476-2586
Rockton Connect
Rockton Connect, small business 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 management
and reporting for compliance
with the Affordable Care Act.
Elevate HR, Inc.
http://elevate-hr.com/solutions/
877-968-4440
Elevate HR Extensions for AX HCM
HCM Process Wizards, Approval Flow,
Benefits Admin, Global Payroll, etc.
Greenshades Software
http://www.greenshades.com/landing-aca.
php?source=TheList • 888-255-3815 ext. 2
Affordable Care Act
From tracking eligibility and enrollment
requirements to producing and
filing 1095-C returns, Greenshades
has Affordable Care Act requirements
under control. Request a demo today
and take the pain out of ACA.
Integrity Data
http://www.integrity-data.com/software/
aca-compliance/ • 888-786-6162
NEW: Sypnio ACA Compliance
Solution - powered by
Integrity Data
A 360° reporting engine that makes
ACA tracking and compliance a nonissue
With deep BI capabilities, this
tool automatically tracks eligibility and
tests affordability, and generates and
prints Form 1095-C.
Integrity Data
http://www.integrity-data.com
217-732-3737 ext. 0203
Comprehensive HR & Payroll
Solutions for Dynamics GP
Creating great Dynamics® GP HR &
Payroll experiences by offering solid
solutions: reliable software, top-notch
support and expert services - making
your payroll system works exactly the
way you want and need it to!
Arbela Technologies
http://www.arbelatech.com • 949-291-4777
Arbela Technologies
Our specialties can align with all your
industry-specific and evolving business
needs. With minimum customizations,
we tailor AX and CRM to effectively
reduce costs and improve efficiency.
Gain from our experience!
Encore Business Solutions
http://www.encorebusiness.com
888-898-4330 ext. 336
Advanced SmartList
Enhanced analysis of SmartList data.
Ad-hoc reports & queries on the fly.
Sort, filter & re-order columns easily.
Sum groups of info fast.
Encore Business Solutions
http://www.encorebusiness.com
888-898-4330 ext. 336
Project Tracking with
Advanced Analytics
Streamline your COA’s. Record & report
rev, expense & profit by proj; against
budgets; over multiple yrs. Great alternate
to GP Proj. Acctg.
Kronos Incorporated
http://www.kronos.com • 800-225-1561
Workforce Central® Suite
Seamlessly integrates with Microsoft
Dynamics to completely automate the
essential timekeeping, human resources
and financial processes.
Asset Maintenance/
MRO/EAM
COGEP, Inc.
http://www.cogep.com
418-626-2503 ext: 144
NEW: Guide TI
Powerful and user-friendly maintenance
software. Control budget and reduce
maintenance and unit cost. Increase
efficiency and reduce downtime.
Automation
Lexmark Enterprise Software
http://www.lexmark.com/en_us/
solutions/financial-process-automation/
solutions/erp-integration/automationfor-microsoft-dynamics/invoiceprocessing.html
• 800-941-7460
Invoice Processing for
Microsoft Dynamics
Push the boundaries of process automation
to gain even more productivity,
efficiency, and control over your financial
processes with invoice processing automation,
available in the cloud-based
or on-premise.
Lexmark Enterprise Software
https://www.perceptivesoftware.com/
products/perceptive-interact/applicationintegration/microsoft-dynamics-ax.html
800-941-7460
Perceptive Software Interact
for Microsoft Dynamics
AX from Lexmark
Interact for Microsoft Dynamics AX
brings integrated document capture
and retrieval technology to the AX
environment. Locate relevant content
quickly and easily based on a customerdefined
folder hierarchy.
mc²
http://www.mc2software.com • 303-872-3000
GP Agent
Schedule maintenance - checklists,
script statements, reconcile & more.
Barcode Data Collection
eNSYNC Solutions, Inc.
http://www.ScanWorkX.com • 913-647-8640
ScanWorkX for Dynamics AX
Extend Dynamics AX to nearly any mobile
device. More than 75 standard DAX
functions with and without barcoding.
Custom transactions available.
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.
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 inventory
management. An easy to install
solution with robust features.
RF-SMART
http://ax.rfsmart.com • 904-399-8500
RF-SMART Data Collection
#1 brand of mobile solutions for AX
warehousing, manufacturing, & retail
inventory control. "Your Supply Chain:
Mobile. Accurate. Real time."
Budgeting
Corporate Renaissance Group
http://www.crgroup.com/budgeting
613-232-4295
NEW: Budgeting & Costing
CRGroup provides consulting expertise
and leading solutions to streamline
and improve budgeting, planning and
costing. (Adaptive Insights, BOARD
Software, CRG Cost Allocator, CRG
FlexABM). Contact us to learn more.
deFacto Global, Inc.
http://www.deFactoGlobal.com
203-894-1789 ext. 221
deFacto Performance
Management
Premier “All-in-One” Dynamics Financial
& Operational Budgeting, Forecasting,
Consolidation, Analysis and Reporting,
Excel/Web-based. Powerful, Affordable.
Dynamic Budgets
http://www.dynamicbudgets.com
650-332-6650
Dynamic Budgets
Replace Forecaster with a more intuitive
and robust budgeting tool which
can be up and running in 2 hours! Give
your staff real-time drill down reporting
on GP transactions and eliminate
Excel-based budgeting chaos.
Prophix Software
http://www.prophix.com • 905-279-8711
NEW: Prophix
Leading developer of performance
management solutions designed to
automate financial and operational
processes. High-end functionality with
powerful, adaptable solutions built on
the Microsoft SQL Server stack.
Solver
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.
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.
HORIZONTAL
KEY: Axapta Great Plains Navision Solomon Customer Relationship Management Retail Management System Point of Sale
THEPARTNERCHANNEL.COM | FALL 2015 61

HORIZONTAL
deFacto Global, Inc.
http://www.deFactoGlobal.com
203-894-1789 ext. 221
deFacto Performance
Management
Premier “All-in-One” Dynamics Financial
& Operational Budgeting, Forecasting,
Consolidation, Analysis and Reporting,
Excel/Web-based. Powerful, Affordable.
Flexible Solutions
http://www.GPReportsViewer.com
212-254-4112 ext. 1
GP Reports Viewer
Easily & quickly print/email Crystal/SRS/
Excel reports directly from Dynamics
GP. Replace existing GP reports, link
reports directly to GP and 3rd party
windows, pass parameters to reports
directly from fields in GP.
Globe Software
http://www.globesoftware.com • 701-235-4084
Atlas - Real-time Reporting
& Upload into AX from
Microsoft Office
Using Atlas, you'll see how real-time
two way data validation integrates
between Office, Dynamics AX & CRM.
From data migration to production,
register on our web site for a free trial.
Halo Business Intelligence
http://www.halobi.com • 888-300-0219
Halo Business Intelligence
Supply Chain Visibility, BI, Predictive
Analytics, Budget & Forecasting.
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.
ZAP
http://www.zapbi.com • 415-889-5740
ZAP Business Intelligence
ZAP provides 'Buy, Not Build' business
intelligence for organizations using
Microsoft Dynamics. ZAP's Trusted
Analytics ensure your company is
aligned through best practice metrics
that deliver real business results.
Business Process
Management
ACOM Solutions, Inc.
http://www.acom.com/solutions/msdynamics-gpgreat-plains/
• 800-699-5758
Automated Payables,
Sale Order Processing &
Document Management
Designed for Dynamics GP
Securely manage the capture, workflow,
& storage of invoices, documents &
all vital business information. 3-way
matching, live accrual reporting & the
ability to complete transactions directly
from workflows.
Altec
http://www.altec-inc.com
800-997-9921 ext. 1255
doc-link Integrated Document
Management
Capture, workflow, output & archive
w/doc-link, Doc. Mgmt. for Dynamics.
docSTAR
http://www.docstar.com • 888-docSTAR
docSTAR eclipse Smart
AP Automation
docSTAR is the premier AP solution provider
for small to mid-size enterprises.
Streamline your AP invoice processing
with intelligent data capture, workflow,
and integration with Microsoft
Dynamics ERP.
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.
Lexmark Enterprise Software
http://www.lexmark.com/en_us/
solutions/financial-process-automation/
solutions/erp-integration/automationfor-microsoft-dynamics/invoiceprocessing.html
• 800-941-7460
Invoice Processing for
Microsoft Dynamics
Push the boundaries of process automation
to gain even more productivity,
efficiency, and control over your financial
processes with invoice processing automation,
available in the cloud-based
or on-premise.
Lexmark Enterprise Software
https://www.perceptivesoftware.
com/products/perceptive-interact/
application-integration/microsoftdynamics-ax.html
• 800-941-7460
Perceptive Software Interact
for Microsoft Dynamics
AX from Lexmark
Interact for Microsoft Dynamics AX
brings integrated document capture
and retrieval technology to the AX
environment. Locate relevant content
quickly and easily based on a customerdefined
folder hierarchy.
Metafile Information Systems, Inc.
http://www.metaviewer.com • 507-286-9232
MetaViewer Paperless ERP
for Microsoft Dynamics
Enhance your AX, GP, NAV & SL solutions
by adding integrated scanning,
OCR, eInvoicing, workflow, and AP/AR
Automation.
Check Printing
Liaison Software Corp
http://www.liaisonsc.com
800-811-4618 ext. 201
Liaison Messenger DD
Batch email password protected Direct
Deposit Statements to Employees.
MHC Software, Inc.
http://www.mhcsoftwareinc.com
952-882-3341
Document Express Accounts
Payable & Payroll MICR
Check Printing
MICR checks print to blank stock from
standard Dynamics output. Ideal for
unique customizations- print virtually
any data available in Dynamics on
checks. Digitized signatures, positive
pay, secure remote printing.
Trans-Micro, Inc.
http://www.checkfactory.com • 800-749-2335
Check Factory Visual Series
v5 for Dynamics GP and SL
Check Factory® Visual Series is a MICR
check and forms printing software solution
designed to completely replace the
need to purchase pre-printed checks
and forms. Check Factory works inside
Dynamics GP and SL.
Collaboration Platform
Higher Logic
http://www.higherlogic.com • 202-360-4402
Higher Logic
The leading cloud-based community
platform used by organizations
worldwide to bring people together
in secure communities designed to
ignite knowledge sharing, drive content
creation and solve problems.
Commissions
EthoTech, Inc.
http://www.ethotech.com • 678-384-7500 ext. 1
Commission Plan
Calculate, pay and track all variable compensation,
including Sales Commissions,
Bonuses, Royalties, Rebates and SPIFFS.
Effortlessly create and modify commission
plans, and then quickly distribute
reports by e-mail.
Flaum Technologies
http://www.CommissionCalc.com
888-962-6667 ext. 24
CommissionCalc
The practical way to automate "impossible"
commission plans.
Red Maple
http://www.redmaple.com • 972-980-6963
Red Maple's Advanced
Commissions
Adv Commissions is flexible and handles
complex commissions. Commissions can
be calculated based on many criteria
and can be paid at invoice, upon payment
or periodically. It can be used in
SO, Projects, AR & AP.
Compliance
ACOM Solutions, Inc.
http://www.acom.com/solutions/msdynamics-gpgreat-plains/
• 800-699-5758
Integrated Document
Management and Process
Automation for Dynamics GP
Direct and control the entire lifecycle
of your documents and unstructured
information, while protecting the information
within them & keeping you
within compliance mandates.
Altec
http://www.altec-inc.com
800-997-9921 ext. 1255
doc-link Integrated Document
Management
doc-link electronic document solutions
support compliance mandates.
Arbela Technologies
http://www.arbelatech.com • 949-291-4777
Arbela Security Manager
Arbela Security Manager addresses
security creation & mgmt, risk & compliancy
requirements, & audit preparation
with inquires & reports. Focus on your
business not your technology needs.
Gain from our experience!
Greenshades Software
http://www.greenshades.com
888-255-3815 ext. 2
Greenshades Year End Forms
Electronic distribution, print to blank
paper, and fully automated mailing
services help thousands of Greenshades
clients create, distribute and electronically
file their 1099, W-2 and 1095-C forms.
Greenshades Software
http://www.greenshades.com/landing-aca.
php?source=TheList • 888-255-3815 ext. 2
Affordable Care Act
From tracking eligibility and enrollment
requirements to producing and
filing 1095-C returns, Greenshades
has Affordable Care Act requirements
under control. Request a demo today
and take the pain out of ACA.
KEY: Axapta Great Plains Navision Solomon Customer Relationship Management Retail Management System Point of Sale
62 FALL 2015 | THEPARTNERCHANNEL.COM

Integrity Data
http://www.integrity-data.com/software/
aca-compliance/ • 888-786-6162
NEW: Sypnio ACA Compliance
Solution - powered by
Integrity Data
A 360° reporting engine that makes
ACA tracking and compliance a nonissue
With deep BI capabilities, this tool
automatically tracks eligibility and tests
affordability, and generates and prints
Form 1095-C.
Rockton Software
http://www.rocktonsoftware.com
877-476-2586
Auditor
Changes happen. Now you have a way
to track them all.
Rockton Software
http://www.rocktonsoftware.com
877-476-2586
Dynamics GP Toolbox
25 helpful tools in one convenient
package? Just when you thought it
couldn’t get any better.
Contract/Project
Management
Ariett
http://www.ariett.com • 781-826-1120
NEW: Enterprise Vendor Contract,
Capital Project & Procurement
Solution /Azure Cloud/On Premise
Workflow, Capital Project/Contract
spend tracking, Budget Reporting.
Cost Accounting
Corporate Renaissance Group
http://www.crgroup.com/costallocator
613-232-4295
Cost Allocator
Perform multi-level account allocations
using 1 of 4 methods: percentage values,
fixed amounts, cost drivers/measures,
or account balance. Integrates with
Dynamics, other ERP solutions or as a
stand-alone system.
Credit Card/Check
Processing
BGE, Inc.
http://www.bgeinc.net • 877-656-8800
Green (Account) Payable
Most secure account payable via EFT,
Multi-level approval, remittance info,
email notification, capable of different
EFT format for different vendors,
Support JPM, Wells Fargo, European
SEPA, seamless GP integration
ChargeLogic
http://www.chargelogic.com • 877-292-2520
ChargeLogic Payments
Leading PCI validated credit card &
payment processing solution for NAV.
Integrated Software, Inc.
http://www.isiusa.com • 321-984-1986
Check Processing
Electronic Check Processing integrated
with SOP and Cash Receipts.
Integrated Software, Inc.
http://www.isiusa.com • 321-984-1986
Credit Card Authorization
PCI validated. Token-based system
eliminates need to store sensitive credit
card data. Handles all your credit card
processing needs. Seamlessly integrated
with Sales Order Processing and Cash
Receipts.
k-eCommerce
http://www.k-eCommerce.com
855-k-eCommerce
KloudPay
Secure, PCI Certified ACH/credit card
solution with batch processing and
ability to store sensitive data off site
with tokenization.
Nodus Technologies, Inc.
http://www.nodus.com/products.html
909-482-4701
Credit Card Advantage
and CRM Charge
Securely process credit cards and
eChecks/ACH in real-time with seamless
integration between Dynamics GP and/
or CRM. Includes batch processing &
reconciliation/reporting tools. Optional
AutoPay and customer portal.
Red Maple
http://www.redmaple.com • 972-980-6963
Red Maple's Advanced
Credit Cards for Retail
Adv. CC for Retail allows you to process
credit cards in retail environments and
directly integrate into AX. PCI validated
CC solution native to AX. Red Maple has
many processor options for CC for Retail.
Red Maple
http://www.redmaple.com • 972-980-6963
Red Maple's Advanced
Credit Cards
PCI validated CC solution native to AX
and Retail for AX. We integrate to 13+
processors. Take payments in SO, AR
or Projects. Tokenization is available.
Process CC in multiple countries. Handle
complex transactions.
Customer Relationship
Management
AbleBridge
http://www.ablebridge.com/productsproject-management.htm
• 877-600-2253
Project Management for
Microsoft Dynamics CRM
Easy to use Project Management integrated
with Microsoft Dynamics CRM.
AbleBridge
http://www.ablebridge.com/editablecrm-grid.htm
• 877-600-2253
EditAble CRM Grid for Microsoft
Dynamics CRM
Top 10 ISV Solution. Transform CRM
Forms and Views with inline editing,
grouping, sorting, inline calculations
and much more.
eBridge Connections
http://www.ebridgeconnections.com
800-755-6921
eBridge for CRM
Cloud solution for seamless integration
of customer & opportunity data.
Experlogix, Inc.
http://www.experlogix.com
805-504-9729 ext. 712
Experlogix CPQ (Configure
Price Quote) for Microsoft
Dynamics CRM & ERP
Experlogix CPQ solutions meet the
demands of today’s competitive marketplace
by simplifying the process of
selling customized products, accelerating
proposal development times and
increasing quote-to-order ratios.
Visionary Software
Consulting, Inc.
http://crm-rules.com • 877-276-1942
CRM Rules for Microsoft
Dynamics CRM
Easily configure dynamic CRM forms.
More powerful than Business Rules.
Data Integration
Admiral Consulting Group
http://www.admiral-west.com/solutions_
activeconnect.html • 866-794-1275 ext. 101
ActiveConnect
Integrate data from your website, SQL
Server, ODBC, or Excel up to 20x faster
and more easily than with Integration
Manager, for less cost. Also send data
directly from Excel to Dynamics with
a click of a button.
eBridge Connections
http://www.ebridgeconnections.com
800-755-6921
eBridge Integration Solution
The leading cloud integration platform
for EDI, eCommerce & CRM systems.
Encore Business Solutions
http://www.encorebusiness.com
888-898-4330 ext. 336
Project Tracking with
Advanced Analytics
Streamline your COA’s. Record & report
rev, expense & profit by proj; against
budgets; over multiple yrs. Great
alternate to GP Proj. Acctg.
Data Management
Corporate Renaissance Group
http://www.crgroup.com/changer
613-232-4295
NEW: CRG Changer
Quickly & easily change, merge &
combine your codes & data in GP.
Changer is trusted by thousands of
organizations, supports 3rd party tables
& is completely flexible - ensuring GP
operates at optimum efficiency.
Globe Software
http://www.globesoftware.com • 701-235-4084
Atlas - Real-time Reporting
& Upload into AX from
Microsoft Office
Using Atlas, you'll see how real-time
two way data validation integrates
between Office, Dynamics AX & CRM.
From data migration to production,
register on our web site for a free trial.
InsideView
http://www.insideview.com/microsoft/the-list
415-728-9363
InsideView Data for Microsoft
Dynamics CRM
Clean, append & maintain your CRM
data with InsideView’s current, complete
company & contact data. Do it
automatically or with one-click sync.
Distribution
Arbela Technologies
http://www.arbelatech.com • 949-291-4777
Arbela Technologies
Our specialties can align with all your
industry-specific and evolving business
needs. With minimum customizations,
we tailor AX and CRM to effectively
reduce costs and improve efficiency.
Gain from our experience!
ASC Software
http://www.ascsoftware.com • 937-429-1428
ASCTrac
Award winning, scalable Warehouse
Management Solutions & MFG operations.
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.
HORIZONTAL
KEY: Axapta Great Plains Navision Solomon Customer Relationship Management Retail Management System Point of Sale
THEPARTNERCHANNEL.COM | FALL 2015 63

HORIZONTAL
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.
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.
NMB Solutions
http://www.proshipsoftware.com/axugsummit
800-353-7774
Dynamics AX ProShip® Multi
Carrier Shipping and LTL
manifesting solutions
ProShip® software is a global, flexible
and native Microsoft Dynamics® AX
and NAV multi-carrier shipping and
manifesting solution which will handle
all your domestic and international small
parcel and LTL shipments.
Scalable Data Systems
http://www.scalableax.com • 714-594-7690
Landed Cost
Manage Multiple Vendors/PO's as one
shipment to improve efficiency and
visibility. Key features: Accruals, Auto
Cost Allocation, in transit costing.
WilloWare, Inc.
http://www.willoware.com
888-339-4556 ext. 1
Dynamics GP PowerPack
Over 80 Enhancements to GP, based
upon customer requests. Enhances
virtually every part of the GP System.
Make GP more intuitive, easier to use!
Document Management
ACOM Solutions, Inc.
http://www.acom.com/solutions/msdynamics-gpgreat-plains/
• 800-699-5758
Automated Payables,
Sale Order Processing &
Document Management
Designed for Dynamics GP
Securely manage the capture, workflow,
& storage of invoices, documents &
all vital business information. 3-way
matching, live accrual reporting & the
ability to complete transactions directly
from workflows.
Altec
http://www.altec-inc.com
800-997-9921 ext. 1255
doc-link Integrated Document
Management
Capture, workflow, output & archive
w/doc-link, Doc. Mgmt. for Dynamics.
Computer Information
Enterprises
http://www.compinfo.com • 949-263-0910
ImageLink
ImageLink is a seamless, fully integrated
document management solution designed
for users of Microsoft Dynamics
SL and Microsoft Dynamics GP who
desire to reduce the amount of paper
within their organization.
Datahaven for Dynamics
http://www.datahaven4dynamics.com
757-222-2000
Datahaven for Dynamics
Datahaven is the only scanning, OCR,
and workflow solution natively embedded—not
simply integrated—throughout
the Microsoft Dynamics user experience
and available to non-Dynamics users
from Microsoft Outlook.
docSTAR
http://www.docstar.com • 888-docSTAR
docSTAR eclipse Smart
AP Automation
docSTAR is the premier AP solution provider
for small to mid-size enterprises.
Streamline your AP invoice processing
with intelligent data capture, 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.
Lexmark Enterprise Software
http://www.lexmark.com/en_us/
solutions/financial-process-automation/
solutions/erp-integration/automationfor-microsoft-dynamics/invoiceprocessing.html
• 800-941-7460
Invoice Processing for
Microsoft Dynamics
Push the boundaries of process automation
to gain even more productivity,
efficiency, and control over your financial
processes with invoice processing automation,
available in the cloud-based
or on-premise.
Lexmark Enterprise Software
https://www.perceptivesoftware.
com/products/perceptive-interact/
application-integration/microsoftdynamics-ax.html
• 800-941-7460
Perceptive Software Interact
for Microsoft Dynamics
AX from Lexmark
Interact for Microsoft Dynamics AX
brings integrated document capture
and retrieval technology to the AX
environment. Locate relevant content
quickly and easily based on a customerdefined
folder hierarchy.
Liaison Software Corp
http://www.liaisonsc.com
800-811-4618 ext. 201
Liaison Messenger EDD
Batch email, fax, print, archive Invoices,
Statements, Sales Orders, Purchase
Orders to customers, vendors, sales.
Attach supporting documentation.
Use existing reports (GP report writer,
SSRS, Crystal).
Metafile Information Systems, Inc.
http://www.metaviewer.com • 507-286-9232
MetaViewer Paperless ERP
for Microsoft Dynamics
Enhance your AX, GP, NAV & SL solutions
by adding integrated scanning,
OCR, eInvoicing, workflow, and AP/AR
Automation.
MHC Software, Inc.
http://www.mhcsoftwareinc.com
952-882-3341
MHC Image Express
Electronically archive vendor invoices,
HRdocs, POs & more. Automated document
entry. Retrieve documents from
Dynamics screens or web browser.
Retrieve related documents with a
single click. Workflow & Report imaging
PaperSave
http://www.PaperSave.com • 877-727-3799
PaperSave
PaperSave is a complete document
management, electronic workflow and
invoice automation solution, Certified for
Microsoft Dynamics GP, SL, AX, & CRM.
E-commerce
Avalara, Inc.
http://www.info.avalara.com/TheList
877-811-7965
Avalara for Sales Tax
Automation
Automate and eliminate the complexity
of sales tax management with
Avalara. A cloud-based sales and use
tax calculation, exemption certificate
management, filing and remittance
solution for Microsoft Dynamics.
ChargeLogic
http://www.chargelogic.com • 877-292-2520
ChargeLogic Connect
Easy ecommerce integration w/ NAV.
PCI-compliant cloud payment solution.
Clarity Ventures
http://www.partnerchannelclarity.com
800-928-8160
Clarity eCommerce
Fully custom, scalable enterprise eCommerce
integrated with Dynamics for the
best possible digital experience. Built
in customized reporting, SEO, business
intelligence and comprehensive
administration features.
eBridge Connections
http://www.ebridgeconnections.com
800-755-6921
eBridge for eCommerce
Cloud integration with 20+ eCommerce
platforms eg. Magento, Amazon, eBay
k-eCommerce
http://www.k-eCommerce.com
855-k-eCommerce
k-eCommerce
Integrated B2B, B2C & Sales Portal
websites deployed on premise or in a
PCI Certified cloud. Built-in CMS, SEO,
multilingual / multicurrency capabilities
& responsive web design to support
mobile & tablet devices.
Malibu Commerce
http://www.malibucommerce.com
213-891-0630
M-Connect and Magento
E-Commerce is cheaper and easier
than you think by using Magento and
M-Connect. With seamless NAV B2B
and B2C integrations M-Connect and
Magento provide customer self-service
and streamline internal operations.
KEY: Axapta Great Plains Navision Solomon Customer Relationship Management Retail Management System Point of Sale
64 FALL 2015 | THEPARTNERCHANNEL.COM

Nodus Technologies, Inc.
http://www.nodus.com/estore_
solution_stack.html • 909-482-4701
eStore Solution Stack
Go beyond a simple shopping cart
with our feature-rich, automated and
fully integrated ecommerce solution.
PCI Certified, B2B, B2C and Sales Portal
with Responsive web designs to support
all screen sizes.
Sana Commerce
http://www.sana-commerce.com
646-362-0432
Sana Commerce
Sana delivers fully integrated B2B
e-commerce solutions for Microsoft
Dynamics NAV & AX that help wholesalers
and manufacturers to grow online.
Thomson Reuters
http://tax.thomsonreuters.com/DynamicsTax
888-885-0206
NEW: Thomson Reuters
ONESOURCE
Thomson Reuters ONESOURCE Indirect
Tax for all companies leveraging Microsoft
Dynamics provides cloud-based sales,
use, and value-added tax calculation,
reporting, exemption certificate management
and returns.
Vertex SMB
http://www.VertexSMB.com/TheList
855-221-5885
Vertex SMB
Sales & use tax automation with payas-you-go
pricing and PDF returns.
EDI
AIM Computer Solutions, Inc.
http://www.aimcom.com • 586-439-0300
AIM Vision AutoSys
EDI, AIAG barcode labels, Demand Mgmt,
Release Acctg., MMOG-LE/TS16949.
Data Masons Software
http://www.datamasons.com • 866-575-1631
Vantage Point EDI for
Dynamics
Tightly integrated EDI for Dynamics
without customizations.
eBridge Connections
http://www.ebridgeconnections.com
800-755-6921
eBridge for EDI
Cloud EDI solution, no transaction fees,
1000+ trading partners.
HighJump Software
http://www.highjump.com/truecommerce
888-430-4489
HighJump TrueCommerce
EDI Solutions
Scalable & affordable EDI solutions
for Microsoft Dynamics. A managed
service approach, from one trusted
source, helps lower your fulfillment &
procurement costs & connects you to
an expansive global trading network.
Lanham Associates®
http://www.lanhamassoc.com
678-379-4200 ext. 105
ACE - Advanced
Commerce ERP
EDI, ASN, Shipping, Carrier Manifest,
Labels, Barcoding, TP Compliance,
WMS, Forecasting & Replenishment.
Best of breed built inside NAV replacing
7 disparate solutions. Seamless
simplicity. 110,000+ users worldwide.
Lanham Associates®
http://www.lanhamassoc.com
678-379-4200 ext. 105
EDI VAN
Let Lanham be your one stop for EDI.
Van, maps, managed services. We won’t
lock you in. Full function, fair price.
Lower cost of ownership.
Lanham Associates®
http://www.lanhamservices.com
678-999-3900
Managed EDI Services
Did you know Lanham Services offers
Managed EDI Services? Management of
day-to-day EDI tasks & error resolution.
A true turn-key EDI solution.
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.
Scalable Data Systems
http://www.scalableax.com. • 714-594-7690
EDI
Streamline communications between
customers/vendors. Key Features:
Auto transfer between parties, Orders,
Invoices, ASN’s & Multi location.
Electronic Document
Delivery (Email)/Faxing
ACOM Solutions, Inc.
http://www.acom.com/solutions/msdynamics-gpgreat-plains/
• 800-699-5758
Integrated Document
Management and
Process Automation
Automatically capture, route, deliver,
archive and securely access information
directly from Dynamics GP screens and
via Web Browser.
Altec
http://www.altec-inc.com
800-997-9921 ext. 1255
doc-link Integrated Document
Management
Capture, workflow, output & archive
w/doc-link, Doc. Mgmt. for Dynamics.
Datahaven for Dynamics
http://www.datahaven4dynamics.com
757-222-2000
Datahaven for Dynamics
Datahaven is the only scanning, OCR,
and workflow solution natively embedded—not
simply integrated—throughout
the Microsoft Dynamics user experience
and available to non-Dynamics users
from Microsoft Outlook.
Liaison Software Corp
http://www.liaisonsc.com
800-811-4618 ext. 201
Liaison Messenger EDD
Batch email, fax, print, archive Invoices,
Statements, Sales Orders, Purchase
Orders to customers, vendors, sales.
Attach supporting documentation.
Use existing reports (GP report writer,
SSRS, Crystal).
Rockton Software
http://www.rocktonsoftware.com
877-476-2586
Dynamics Report Manager
Rockton has made reporting so fast
& easy, you’ll want to send us flowers.
Equipment Maintenance
COGEP, Inc.
http://www.cogep.com
418-626-2503 ext: 144
NEW: Guide TI
Powerful and user-friendly maintenance
software. Control budget and reduce
maintenance and unit cost. Increase
efficiency and reduce downtime.
Expense Solutions
Ariett
http://www.ariett.com • 781-826-1120
Enterprise Travel & Expense
Reporting Solution/Azure
Cloud/On Premise
Personal & Corporate CC, Travel, Currency,
Track Mileage, Any Device.
Concur
https://www.concur.com • 425-590-5020
Travel Expense and
Invoice Management
Integrated travel expense and invoice
software for Microsoft Dynamics.
DATABASICS, Inc.
http://www.data-basics.com • 314-282-9561
DATABASICS Time, Expense
and Invoice Reporting
DATABASICS offers SaaS solutions for
Expense Reporting, Time Tracking and
Vendor Invoice Management. Flexible,
powerful, easy to use.
DynamicPoint
http://www.dynamicpoint.com • 562-726-4396
SharePoint Expense
Reimbursement Solution
Exclusively for Microsoft Dynamics
One Time Cost and No Per User Fees.
Leverage DynamicPoint's SharePoint
Product at a fraction of alternative
solution costs to effectively integrate
and streamline employee expense
reimbursement with Dynamics.
eRequester by Paperless Business
Systems
http://spendwise.ly/eRequester-EM
206-256-0771 ext. 123
eRequester | EM
Use eRequester Travel & Expense
Management to automate and expedite
expense processing. Improve visibility
over discretionary spending.
Gorilla Expense
http://www.gorillaexpense.com
877-973-6737
Gorilla Expense
The Gorilla Expense T&E solution includes
mobile apps, purchase card & corporate
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 expense
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
Nexonia
Highly-configurable cloud-based expense
reports and timesheets solutions,
seamlessly integrated with MS Dynamics,
incl. VAT & multi-currency. With mobile
apps for iOS, Android, BlackBerry 10 &
Windows Mobile phones.
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Fixed Assets
HORIZONTAL
Paramount Technologies
http://www.paramounttechnologies.com
800-725-4408
WorkPlace Expense
Web-based Travel Request and Expense
entry. Mobile expense and receipt capture
with integration to AP and Projects.
ReQlogic
http://www.reqlogic.com • 734-302-2316
ReQlogic Expense
Management
ReQlogic’s Expense Management
module enables employees to enter
expense reports using a browser or
phone interface, or Import expense
transactions from a bank or credit card
account. Real time integration.
Field Service
Management
Appolis
http://www.appolis.com • 612-343-0404
WithoutWire Field Service
Field Service WMS Barcode mobile
phone tablet lot serial tracked inventory
Job Work Order part return depot tech
install telecom oilfield inspect
FieldConnect, Inc.
http://www.fieldconnect.com • 949-428-1540
FieldConnect Mobile
Workforce Solutions
FieldConnect produces web-enabled
tools for mobile field service automation.
Work orders, timesheets, dispatch
boards, quoting tools and customer
portals integrate directly with Dynamics
for maximum efficiency.
Financial Services
ICAN Software Corporation
http://www.icansoftware.com • 253-777-0708
Investment Assets
Unrealized and realized gains/losses,
amortization, interest accruals, track
portfolios and percent of ownership
by multiple entities.
Nexonia
http://www.nexonia.com • 800-291-4829
Nexonia
Highly-configurable cloud-based expense
reports and timesheets solutions,
seamlessly integrated with MS Dynamics,
incl. VAT & multi-currency. With mobile
apps for iOS, Android, BlackBerry 10 &
Windows Mobile phones.
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 departments,
perform tiered allocations, and
even allocate transactions. Advanced
Allocations also allows you to preview
allocation entries before committing
them to your ledger.
Corporate Renaissance Group
http://www.crgroup.com/reformatter
613-232-4295
CRG Re-Formatter
CRG Re-Formatter is the only tool
currently available to help companies
quickly & easily modify the account
framework of Microsoft Dynamics GP
after the initial installation.
Corporate Renaissance Group
http://www.crgroup.com/AATools
613-232-4295
AA Tools for Analytical Accounting
Simplify the management of GP Analytical
Accounting: AA Backfiller, AA Changer,
AA Segment Converter & AA Cubes.
Backfill data in AA, change AA codes,
convert GL segments to AA dimensions
& complete analytics.
Sikich
http://www.ExcelIntegrator.com • 260-485-0665
Infinia Integrator GL, AR, AP for AA
Copy-Paste-Import transactions with
AA codes from Excel to Dynamics.
Sikich
http://www.ExcelIntegrator.com • 260-485-0665
Infinia Integrator GL
Copy-Paste-Import single or multiple
journal entries from Excel to Dynamics.
HR Management
Corporate Renaissance Group
http://www.employee-performance.com
877-711-0367
emPerform
Award-winning employee performance
management for Microsoft Dynamics GP
& AX HR. Online performance reviews,
360° assessments, goal management, succession
planning, pay-for-performance,
reporting & social feedback.
Elevate HR, Inc.
http://elevate-hr.com/solutions/
877-968-4440
Elevate HR Extensions for AX HCM
HCM Process Wizards, Approval Flow,
Benefits Admin, Global Payroll, etc.
Greenshades Software
http://www.greenshades.com
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.
Greenshades Software
http://www.greenshades.com/landing-aca.
php?source=TheList • 888-255-3815 ext. 2
Affordable Care Act
From tracking eligibility and enrollment
requirements to producing and
filing 1095-C returns, Greenshades
has Affordable Care Act requirements
under control. Request a demo today
and take the pain out of ACA.
Integrity Data
http://www.integrity-data.com
217-732-3737 ext. 0203
Comprehensive HR & Payroll
Solutions for Dynamics GP
Creating great Dynamics® GP HR &
Payroll experiences by offering solid
solutions: reliable software, top-notch
support and expert services - making
your payroll system works exactly the
way you want and need it to!
JAT Computer Consulting, Inc.
http://www.jatnet.com/JPI.htm
888-525-8874 ext. 462
JAT Payroll Interface (JPI)
JPI is a bi-directional integration linking
GP HRM and ADP payroll.
JAT Computer Consulting, Inc.
http://www.jatnet.com/JBC.htm
888-525-8874 ext. 462
JAT Benefits Connect (JBC)
JBC communicates enrollment data
to carriers and insurance providers.
Kronos Incorporated
http://www.kronos.com • 800-225-1561
Workforce Central® Suite
Seamlessly integrates with Microsoft
Dynamics to completely automate the
essential timekeeping, human resources
and financial processes.
myStaffingPro
http://mystaffingpro.com • 800-939-2462
myStaffingPro Applicant
Tracking System
Recruiting software to qualify applicants,
track jobs, and select hires.
Paymate Software Corporation
http://www.paymatesoftware.com
866-729-6283 (1-866-PAYMATE)
Paymate Software
Payroll, HR, Time tracking, Scheduling,
ESS – advanced & cost-effective.
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 transactions
or Binary Stream MEM from
Excel to GP.
Inventory Enhancement
Panatrack, Inc.
http://www.panatrack.com • 262-361-4950
PanatrackerGP Field
Sales & Inventory
Extend GP to capture sales transactions
at the point of activity.
WilloWare, Inc.
http://www.willoware.com
888-339-4556 ext. 1
CompleteCount
Controlled cycle counts in GP using
stock tags and Excel. Print tags, ensure
accuracy, minimize downtime.
Inventory Management
ASC Software
http://www.ascsoftware.com • 937-429-1428
ASCTrac
Award winning, scalable Warehouse
Management Solutions & MFG operations.
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eNSYNC Solutions, Inc.
http://www.ScanWorkX.com • 913-647-8640
ScanWorkX for Dynamics AX
Extend Dynamics AX to nearly any mobile
device. More than 75 standard DAX
functions with and without barcoding.
Custom transactions available.
Lanham Associates®
http://www.lanhamassoc.com
678-379-4200 ext. 105
AFP (Advanced Forecasting
and Procurement) for
Manufacturing
Forecasts inventory items as components
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 replenishment
with collaboration, promotions,
drill-down & multiple rollup views.
Unprecedented visibility.
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 inventory
management. An easy to install
solution with robust features.
Invoicing Enhancement
AvidXchange, Inc.
http://www.avidxchange.com/landing/
microsoftdynamics • 800-560-9305
End-to-End AP Automation
Streamline invoice capture, intelligently
route approvals and facilitate 100% of
payments in 45 days or less...guaranteed.
Concur
https://www.concur.com • 425-590-5020
Travel Expense and
Invoice Management
Integrated travel expense and invoice
software for Microsoft Dynamics.
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 & subscription
based billings.
k-eCommerce
http://www.k-eCommerce.com
855-k-eCommerce
Online Bill Pay Bundle
View, print and pay invoices by ACH or
credit card securely from a website with
real time fund recognition.
Nodus Technologies, Inc.
http://www.nodus.com/epay_
advantage.html • 909-482-4701
ePay Advantage - Online Bill Pay
Automate A/R, improve cash flow, and
provide security and convenience to
your customers with an online bill pay
portal. Optional recurring/subscription
billing, AutoPay, payment plans and
remote order entry.
Red Maple
http://www.redmaple.com • 972-980-6963
Red Maple's Advanced
Trade and Pricing
Adv Trade extends pricing capabilities
to include complex pricing structures,
extends billing, billing schedules and
revenue recognition of complex transactions.
Contracts can be generated and
managed easily.
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 & interdepartmental
capabilities.
Sierra Workforce Solutions
http://www.sierraws.com • 800-822-0973
Sierra Workforce Solutions
Time & labor management solutions
optimizing productivity and data integration
for payroll, HR & job costing
using biometrics, badge, WEB or PC
based time clocks. Includes employee
manager self service.
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
eNSYNC Solutions, Inc.
http://www.ScanWorkX.com • 913-647-8640
ScanWorkX for Dynamics AX
Extend Dynamics AX to nearly any mobile
device. More than 75 standard DAX
functions with and without barcoding.
Custom transactions available.
Horizons International
http://www.qualityessentialssuite.com
866-949-9504 ext. 811
Quality Essentials Suite
Quality Management System integrates
to all Dynamics products. Used in
chemicals, food and other regulated
industries. Control layouts for certificates
of analysis, comply with ISO standards,
manage lot holds.
WilloWare, Inc.
http://www.willoware.com
888-339-4556 ext. 1
Manufacturing PowerPack
A suite of enhancements for GP
Manufacturing. Tighter integration
and added functionality between GP
Core Modules and Manufacturing.
WilloWare, Inc.
http://www.willoware.com
888-339-4556 ext. 1
MO Generator
MO Generator creates a set of MO's
for a parent item and sub-assemblies
below the parent, schedules and releases
Experlogix MO's, and receives
and posts MO Receipts.
Mobility
Panatrack, Inc.
http://www.panatrack.com • 262-361-4950
PanatrackerGP Field
Sales & Inventory
Extend GP to capture sales transactions
at the point of activity.
Multi-Entity Management
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!
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/solutions/
ms-dynamics-gpgreat-plains/ • 800-699-5758
Automated Payables,
Sale Order Processing &
Document Management
Designed for Dynamics GP
Securely manage the capture, workflow,
& storage of invoices, documents &
all vital business information. 3-way
matching, live accrual reporting & the
ability to complete transactions directly
from workflows.
Altec
http://www.altec-inc.com
800-997-9921 ext. 1255
doc-link Integrated Document
Management
Capture, workflow, output & archive
w/doc-link, Doc. Mgmt. for Dynamics.
Ariett
http://www.ariett.com • 781-826-1120
Enterprise AP Invoice
Automation Solution with
Document Management/
Azure Cloud/On Premise
Creates AP Transaction with GL codes
& invoice attached for approval.
AvidXchange, Inc.
http://www.avidxchange.com/landing/
microsoftdynamics • 800-560-9305
End-to-End AP Automation
Streamline invoice capture, intelligently
route approvals and facilitate 100% of
payments in 45 days or less...guaranteed.
BGE, Inc.
http://www.bgeinc.net • 877-656-8800
Green (Account) Payable
Most secure account payable via EFT,
Multi-level approval, remittance info,
email notification, capable of different
EFT format for different vendors,
Support JPM, Wells Fargo, European
SEPA, seamless GP integration
Concur
https://www.concur.com • 425-590-5020
Travel Expense and
Invoice Management
Integrated travel expense and invoice
software for Microsoft Dynamics.
DynamicPoint
http://www.dynamicpoint.com/products/
invoice_automation.aspx • 562-726-4396
SharePoint Accounts Payable
Automation Solution Exclusively
for Microsoft Dynamics
One Time Cost & No Per User Fees.
Leverage SharePoint Accounts Payable
(AP) Solution at a fraction of alternative
solution costs to effectively automate,
real-time management of invoice to
payment processing.
HORIZONTAL
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Paymate Software Corporation
HORIZONTAL
Esker Inc
http://www.esker.com • 800-368-5283
Document Process Automation
Addressing processes like accounts
payable, accounts receivable, and sales
order processing, Esker solutions enable
companies to automate the reception,
processing and sending of documents
with one platform.
ICAN Software Corporation
http://www.icansoftware.com
253-777-0708 ext. 112
Mass Apply Payables
Mass Apply Payables automates the
process of applying payments and
credit memos against AP vouchers. It
also is an integration tool for importing
vendors, vouchers/credit memos,
manual payments, and the apply info.
KTL Solutions, Inc.
http://www.ktlsolutions.com • 866-960-0001
KTL FastAP
Brings distribution window and payment
terms directly to the 1st screen.
Liaison Software Corp
http://www.liaisonsc.com
800-811-4618 ext. 201
Liaison Messenger EFT
Batch email & fax EFT Remittances to
Vendors pref. Archive internal copy.
MHC Software, Inc.
http://www.mhcsoftwareinc.com
952-882-3341
Electronic Payment Notifications
Email and/or fax remittance advices
to vendors rather than printing and
mailing. System also can be used for
employee reimbursements. Huge cost
and time savings. Fast ROI.
Paramount Technologies
http://www.paramounttechnologies.
com/Solution_InvoiceAutomation.aspx
800-725-4408
WorkPlace AP Invoice
Automation
Enforce spend management and approvals
for PO and non-PO Invoices.
Trans-Micro, Inc.
http://www.checkfactory.com • 800-749-2335
Check Factory Visual Series
v5 for Dynamics GP and SL
Check Factory® Visual Series is a MICR
check and forms printing software solution
designed to completely replace the
need to purchase pre-printed checks
and forms. Check Factory works inside
Dynamics GP and SL.
Payroll Enhancement
Aatrix Software, Inc.
http://www.aatrix.com/dynamics
800-426-0854 ext. 175
Aatrix State and Federal
Payroll Reports
Complete eFiling and plain paper printing
W-2 & 1099 solution. Unemployment,
withholding, & new hire reports for all
50 states are completed automatically
from your Microsoft Dynamics GP payroll
data ready to eFile.
BGE, Inc.
http://www.bgeinc.net • 877-656-8800
Green (Account) Payable
Most secure account payable via EFT,
Multi-level approval, remittance info,
email notification, capable of different
EFT format for different vendors,
Support JPM, Wells Fargo, European
SEPA, seamless GP integration
Elevate HR, Inc.
http://elevate-hr.com/solutions/
877-968-4440
Elevate HR Extensions for AX HCM
HCM Process Wizards, Approval Flow,
Benefits Admin, Global Payroll, etc.
Greenshades Software
http://www.greenshades.com
888-255-3815 ext. 2
Greenshades Year End Forms
Electronic distribution, print to blank
paper, and fully automated mailing
services help thousands of Greenshades
clients create, distribute and electronically
file their 1099, W-2 and 1095-C forms.
Integrity Data
http://www.integrity-data.com/software/
aca-compliance/ • 888-786-6162
NEW: Sypnio ACA Compliance
Solution - powered by
Integrity Data
A 360° reporting engine that makes
ACA tracking and compliance a nonissue
With deep BI capabilities, this
tool automatically tracks eligibility and
tests affordability, and generates and
prints Form 1095-C.
Integrity Data
http://www.integrity-data.com
217-732-3737 ext. 0203
Comprehensive HR & Payroll
Solutions for Dynamics GP
Creating great Dynamics® GP HR &
Payroll experiences by offering solid
solutions: reliable software, top-notch
support and expert services - making
your payroll system works exactly the
way you want and need it to!
JAT Computer Consulting, Inc.
http://www.jatnet.com/JPI.htm
888-525-8874 ext. 462
JAT Payroll Interface (JPI)
JPI is a bi-directional integration linking
GP HRM and ADP payroll.
Joesoftware Inc.
http://www.joesoftware.com • 780-990-0220
Payroll Toolbox
Over 50 add-ons to enhance CDN and
US Payroll; multi-batch processing,
vacation audit and more.
KTL Solutions, Inc.
http://www.ktlsolutions.com • 866-960-0001
PayStub Viewer
A web-based app that provides employees
online access to their pay stubs.
Employees can be notified through
email when their pay stub is available
online. Configuration tool allows control
to information.
KTL Solutions, Inc.
http://www.ktlsolutions.com • 866-960-0001
KTL PR Security
Allows you to restrict access to employee
info based off of user ID.
Liaison Software Corp
http://www.paymatesoftware.com
866-729-6283 (1-866-PAYMATE)
Paymate Software
Payroll, HR, Time tracking, Scheduling,
ESS – advanced & cost-effective.
Sierra Workforce Solutions
http://www.sierraws.com • 800-822-0973
Sierra Workforce Solutions
Time & labor management solutions
optimizing productivity and data integration
for payroll, HR & job costing
using biometrics, badge, WEB or PC
based time clocks. Includes employee
manager self service.
Sikich
http://www.ExcelIntegrator.com • 260-485-0665
Infinia Integrator PR
Allow users to Copy-Paste-Import
Payroll trans from Excel to Dynamics.
Portals
Adxstudio Inc.
http://www.adxstudio.com • 800-508-7811
Adxstudio Portals
Transforming the customer web experience
with Portals for Dynamics CRM.
DynamicPoint
http://www.dynamicpoint.com • 562-726-4396
Employee, Vendor & Customer
Portals Integrated with
Microsoft Dynamics
Extend crucial Microsoft Dynamics
data with custom SharePoint Portals.
Experlogix, Inc.
http://www.experlogix.com
805-504-9729 ext. 712
Experlogix CPQ (Configure
Price Quote) for Microsoft
Dynamics CRM & ERP
Experlogix CPQ solutions meet the
demands of today’s competitive marketplace
by simplifying the process of
selling customized products, accelerating
proposal development times and
increasing quote-to-order ratios.
ReQlogic
http://www.reqlogic.com • 734-302-2316
ReQlogic
ReQlogic is a browser-based employee
productivity suite providing solutions
for eProcurement, requisitions, vendor
invoices, time & expense, and advanced
workflow.
Sikich
http://www.ExcelIntegrator.com • 260-485-0665
Infinia Integrator AP
Allow users to Copy-Paste-Import AP
transactions from Excel to Dynamics.
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 management,
tax payments, and other reporting
requirements.
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.
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.
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Project Accounting
Sana Commerce
http://www.sana-commerce.com
646-362-0432
Sana Commerce
Sana delivers fully integrated B2B
e-commerce solutions for Microsoft
Dynamics NAV & AX that help wholesalers
and manufacturers to grow online.
The Portal Connector
http://www.crmportalconnector.com/
705-726-2966
The Portal Connector
for Dynamics CRM
It’s easy to use and does not require
developers to implement or manage.
Just drag and drop to build scalable,
secure Portal Solutions!
Procurement
Management
Ariett
http://www.ariett.com • 781-826-1120
Enterprise ReqNet Procurement
Solution/Azure Cloud/On Premise
Requisitions, Catalogs, POs, Vendor
Contracts, Budgeting & Receiving.
DynamicPoint
http://www.dynamicpoint.com • 562-726-4396
SharePoint Procurement
Management Solution Exclusively
for Microsoft Dynamics
One Time Cost and No Per User Fees.
Leverage DynamicPoint's SharePoint
product at a fraction of alternative
solution costs to effectively integrate
and streamline the procurement process
with Dynamics GP and NAV.
eRequester by Paperless Business
Systems
http://spendwise.ly/eRequester-eProcurement
206-256-0771 ext. 123
eRequester
eRequester e-procurement is top rated
for ease-of-use & time-to-value. Top
features: Approval Workflow Engine, PO,
RFQ, Punchout, Inventory, & Expense
Management. Trusted for over 16 years.
Lanham Associates®
http://www.lanhamassoc.com
678-379-4200 ext. 105
AFP (Advanced Forecasting and
Procurement) for Distribution
Best fit forecasting & multi-site replenishment
with collaboration, promotions,
drill-down & multiple rollup views.
Unprecedented visibility.
Liaison Software Corp
http://www.liaisonsc.com
800-811-4618 ext. 201
Liaison Messenger EFT
Batch email & fax EFT Remittances to
Vendors pref. Archive internal copy.
Paramount Technologies
http://www.paramounttechnologies.com
800-725-4408
WorkPlace Requisition
and Procurement
Requisition, PunchOut, Check Request,
Budget Compliance, RFQ, PO Generation,
Receiving, Invoice Matching & Vendor
Contract Compliance.
Red Maple
http://www.redmaple.com • 972-980-6963
Red Maple's Purchase Rebates
Purchase Rebates tracks your rebates
receivable. Rebates can be triggered
and calculated on many criteria. Rebates
can be calculated per invoice or over
time. Promotional rebates can be
calculated as well.
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.
Scalable Data Systems
http://www.scalableax.com • 714-594-7690
Procurement for Manufacturing
Procurement of Commodity raw
materials fully integrated with MRP
providing visibility of production demand
to procurement. Key features:
Contract Management, Logistics, Risk
Management, Track costs and Accruals.
Product Lifecycle
Management
QBD Systems
http://www.qbdsys.com • 800-743-9003
Universal PLM Integration
Integration w/ PLM s/w incl. Agile,
Arena, Aras, Solidworks EPDM & more.
Production Planning
Scalable Data Systems
http://www.scalableax.com • 425-931-9972
Advanced Production Scheduling
Review and adjust Production Schedule
from the Gantt Chart. Key Features:
Dashboard View, Additional sort sequences,
Reroute to alternative work
centers.
Productivity
Rockton Software
http://www.rocktonsoftware.com
877-476-2586
SmartFill
Find information up to 83% faster with
Rockton’s quick and easy google-style
data search tool.
Business Computers
Software, Inc.
http://www.business-computers.com
303-494-9390
Time Matrix
Time Clock that integrates with Dynamics
GP PR, HR, PA, & Manufacturing.
Corporate Renaissance Group
http://www.crgroup.com/PATools • 613-232-4295
PA Tools for Project Accounting
Simplify the management of GP Project
Accounting: PA Budget Importer, PA GL
Validator & PA Cubes. Avoid data entry
errors, facilitate assignments of budgets
to cost categories, validate projects &
generate analytics.
Encore Business Solutions
http://www.encorebusiness.com
888-898-4330 ext. 336
Project Tracking with
Advanced Analytics
Streamline your COA’s. Record & report
rev, expense & profit by proj; against
budgets; over multiple yrs. Great alternate
to GP Proj. Acctg.
JOVACO Solutions Inc.
http://www.jovaco.com • 888-988-3535 ext. 122
JOVACO Project Suite
Project accounting for professional service
firms to manage projects through
web-based time & expense and resource
mgmt modules. Top features: extensive
reporting, multi-company & interdepartmental
capabilities.
Purchase Order
Processing Enhancement
Altec
http://www.altec-inc.com
800-997-9921 ext. 1255
doc-link Integrated Document
Management
Capture, workflow, output & archive
w/doc-link, Doc. Mgmt. for Dynamics.
DynamicPoint
http://www.dynamicpoint.com • 562-726-4396
SharePoint Requisition
Management Solution Exclusively
for Microsoft Dynamics
One Time Cost and No Per User Fees.
Leverage DynamicPoint's SharePoint
Product at a fraction of alternative
solution costs to effectively integrate
and streamline purchase requisition
processing with Dynamics.
eRequester by Paperless Business
Systems
http://spendwise.ly/eRequester-PO
206-256-0771 ext. 123
eRequester | PO
Web requisitions, approvals, POs,
Punchout, budget tracking and more.
Powerful spend management tools for
improving efficiency & visibility.
KTL Solutions, Inc.
http://www.ktlsolutions.com • 866-960-0001
KTL SOP Advanced Distribution
Allows you to dynamically define where
each segment of the account comes
from either the customer, vendor item,
system, static, or payment terms.
Paramount Technologies
http://www.paramounttechnologies.com
800-725-4408
WorkPlace Requisition
and Procurement
Requisition, PunchOut, Check Request,
Budget Compliance, RFQ, PO Generation,
Receiving, Invoice Matching & Vendor
Contract Compliance.
Red Maple
http://www.redmaple.com • 972-980-6963
Red Maple's Purchase Rebates
Purchase Rebates tracks your rebates
receivable. Rebates can be triggered
and calculated on many criteria. Rebates
can be calculated per invoice or over
time. Promotional rebates can be
calculated as well.
WilloWare, Inc.
http://www.willoware.com
888-339-4556 ext. 1
Blanket PO
Blanket PO adds an unlimited number
of control lines to one PO.
Quality Control
Horizons International
http://www.qualityessentialssuite.com
866-949-9504 ext. 811
Quality Essentials Suite
Quality Management System integrates
to all Dynamics products. Used in
chemicals, food and other regulated
industries. Control layouts for certificates
of analysis, comply with ISO standards,
manage lot holds.
Receivables
Enhancement
Encore Business Solutions
http://www.encorebusiness.com
888-898-4330 ext. 336
Subscription Billing (formerly
called Recurring Contract Billing)
Automates & manages cyclical & subscription
based billings.
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HORIZONTAL
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/epay_advantage.html
909-482-4701
ePay Advantage - Online Bill Pay
Automate A/R, improve cash flow, and
provide security and convenience to
your customers with an online bill pay
portal. Optional recurring/subscription
billing, AutoPay, payment plans and
remote order entry.
Sikich
http://www.ExcelIntegrator.com • 260-485-0665
Infinia Integrator AR
Allow users to Copy-Paste-Import AR
transactions from Excel to Dynamics.
Stanley Stuart Yoffee &
Hendrix, Inc.
http://www.ssyh.com/products/ssyh-add-ons/
ar-collections-manager/ • 407-660-0059
AR Collections Manager for
Microsoft Dynamics SL
Automates time-consuming collection
activities and improves cash flow.
Stanley Stuart Yoffee &
Hendrix, Inc.
http://www.ssyh.com/products/ssyh-addons/national-accounts/
• 407-660-0059
National Accounts for
Microsoft Dynamics SL
Easily track & apply payments for
customer parent/child relationships.
Reconciliation
Adra
http://www.adra.com • +44 207 868 5171
ACCOUNTS – Transaction
Matching Software
ACCOUNTS is a software solution that
replaces cumbersome spreadsheets
and error-prone manual reconciliations
with a rules driven, automated solution
for all types of transaction matching.
Adra
http://www.adra.com • +44 207 868 5171
BALANCER - Balance Sheet
Reconciliation Software
BALANCER allows you to replace cumbersome
spreadsheets and error-prone
manual tasks with a full real-time
overview of the entire balance sheet
reconciliation process. Free up time and
close faster with BALANCER.
Adra
http://www.adra.com • +44 207 868 5171
RECEIVABLES - Payment
Matching Software
RECEIVABLES handles complex incoming
payments your ERP system can't match.
By using three information sources - the
payment file, open invoices and the
customer register - the system matches
all incoming payments.
Gorilla Expense
http://www.gorillaexpense.com • 877-973-6737
Gorilla Expense
The Gorilla Expense T&E solution includes
mobile apps, purchase card & corporate
credit card reconciliation, project
accounting expenses, multi-currency,
VAT/GST capture & robust integration
with GP, NAV, AX & SL.
Reporting
AIM Technologies
http://www.aim-technologies.com
888-234-0428
Cash Basis Reporting
A fully integrated cash basis reporting
module that allows real-time reporting
on both cash and accrual accounting
basis with no additional keystrokes.
deFacto Global, Inc.
http://www.deFactoGlobal.com
203-894-1789 ext. 221
deFacto Performance
Management
Premier “All-in-One” Dynamics Financial
& Operational Budgeting, Forecasting,
Consolidation, Analysis and Reporting,
Excel/Web-based. Powerful, Affordable.
Encore Business Solutions
http://www.encorebusiness.com
888-898-4330 ext. 336
Advanced SmartList
Enhanced analysis of SmartList data.
Ad-hoc reports & queries on the fly.
Sort, filter & re-order columns easily.
Sum groups of info fast.
Flexible Solutions
http://www.GPReportsViewer.com
212-254-4112 ext. 1
GP Reports Viewer
Easily & quickly print/email Crystal/SRS/
Excel reports directly from Dynamics
GP. Replace existing GP reports, link
reports directly to GP and 3rd party
windows, pass parameters to reports
directly from fields in GP.
Globe Software
http://www.globesoftware.com • 701-235-4084
Atlas - Real-time Reporting
& Upload into AX from
Microsoft Office
Using Atlas, you'll see how real-time
two way data validation integrates
between Office, Dynamics AX & CRM.
From data migration to production,
register on our web site for a free trial.
KTL Solutions, Inc.
http://www.ktlsolutions.com • 866-960-0001
Crystal Converter
Converts Crystal Reports to SQL reporting
services RDL.
Prophix Software
http://www.prophix.com • 905-279-8711
NEW: Prophix
Leading developer of performance
management solutions designed to
automate financial and operational
processes. High-end functionality with
powerful, adaptable solutions built on
the Microsoft SQL Server stack.
Rockton Software
http://www.rocktonsoftware.com
877-476-2586
Dynamics Report Manager
Rockton has made reporting so fast
& easy, you’ll want to send us flowers.
Solver
http://www.solverusa.com • 310-691-5300
Solver - BI360 Suite
Both Excel & Web-based Financial &
Operational Reporting, Budgeting,
Dashboards, & a pre-configured Data
Warehouse w/ direct integration to
Microsoft Dynamics.
Royalty
Eclipse Computing, Inc
http://www.royaltyandrights.com
201-746-6255 ext. 201
Royalty and Rights Management
System for Dynamics GP
For managing intellectual property,
controls all phases of royalty accounting
including Contracts, Accruals, Payments
& Revenue Recognition.
EthoTech, Inc.
http://www.ethotech.com
678-384-7500 ext. 1
Commission Plan
Calculate, pay and track all variable compensation,
including Sales Commissions,
Bonuses, Royalties, Rebates and SPIFFS.
Effortlessly create and modify commission
plans, and then quickly distribute
reports by e-mail.
Sales Order Processing
Enhancement
Altec
http://www.altec-inc.com
800-997-9921 ext. 1255
doc-link Integrated Document
Management
Capture, workflow, output & archive
w/doc-link, Doc. Mgmt. for Dynamics.
Encore Business Solutions
http://www.encorebusiness.com
888-898-4330 ext. 336
Subscription Billing (formerly
called Recurring Contract Billing)
Automates & manages cyclical & subscription
based billings.
Experlogix, Inc.
http://www.experlogix.com
805-504-9729 ext. 712
Experlogix CPQ (Configure
Price Quote) for Microsoft
Dynamics CRM & ERP
Experlogix CPQ solutions meet the
demands of today’s competitive marketplace
by simplifying the process of
selling customized products, accelerating
proposal development times and
increasing quote-to-order ratios.
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.
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.
Liaison Software Corp
http://www.liaisonsc.com
800-811-4618 ext. 201
Liaison Messenger EDD
Batch email, fax, print, archive Invoices,
Statements, Sales Orders, Purchase
Orders to customers, vendors, sales.
Attach supporting documentation.
Use existing reports (GP report writer,
SSRS, Crystal).
Panatrack, Inc.
http://www.panatrack.com • 262-361-4950
PanatrackerGP Field
Sales & Inventory
Extend GP to capture sales transactions
at the point of activity.
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Red Maple
http://www.redmaple.com • 972-980-6963
Red Maple's Advanced
Trade and Pricing
Adv Trade extends pricing capabilities
to include complex pricing structures,
extends billing, billing schedules and
revenue recognition of complex transactions.
Contracts can be generated and
managed easily.
Rockton Software
http://www.rocktonsoftware.com
877-476-2586
Omni Price
Manage nearly every pricing situation you
can think of, and a bunch you haven’t.
Sales Tax
Thomson Reuters
http://tax.thomsonreuters.com/DynamicsTax
888-885-0206
NEW: Thomson Reuters
ONESOURCE
Thomson Reuters ONESOURCE Indirect
Tax for all companies leveraging Microsoft
Dynamics provides cloud-based sales,
use, and value-added tax calculation,
reporting, exemption certificate management
and returns.
Scheduled Maintenance
COGEP, Inc.
http://www.cogep.com
418-626-2503 ext: 144
NEW: Guide TI
Powerful and user-friendly maintenance
software. Control budget and reduce
maintenance and unit cost. Increase
efficiency and reduce downtime.
Security
Arbela Technologies
http://www.arbelatech.com • 949-291-4777
Arbela Security Manager
Arbela Security Manager addresses
security creation & mgmt, risk & compliancy
requirements, & audit preparation
with inquires & reports. Focus on your
business not your technology needs.
Gain from our experience!
KTL Solutions, Inc.
http://www.ktlsolutions.com • 866-960-0001
KTL PR Security
Allows you to restrict access to employee
info based off of user ID.
Mergetool.com
http://www.mergetool.com/easysecurity.html
678-666-2100
NAV Easy Security from
Mergetool.com
Complete security solution for NAV.
Permission Recorder, Role Builder, SOX
compliant roles verified for Segregation
of Duties. Field Level and Data Securityhide
fields on forms and pages, filter
data users can see.
Rockton Software
http://www.rocktonsoftware.com
877-476-2586
Auditor
Changes happen. Now you have a way
to track them all.
Rockton Software
http://www.rocktonsoftware.com
877-476-2586
Dynamics GP Toolbox
25 helpful tools in one convenient
package? Just when you thought it
couldn’t get any better.
Shipping/Manifesting
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!
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.
NMB Solutions
http://www.proshipsoftware.com/axugsummit
800-353-7774
Dynamics AX ProShip® Multi
Carrier Shipping and LTL
manifesting solutions
ProShip® software is a global, flexible
and native Microsoft Dynamics® AX
and NAV multi-carrier shipping and
manifesting solution which will handle
all your domestic and international small
parcel and LTL shipments.
Supply Chain
Management
Arbela Technologies
http://www.arbelatech.com • 949-291-4777
Arbela Technologies
Our specialties can align with all your
industry-specific and evolving business
needs. With minimum customizations,
we tailor AX and CRM to effectively
reduce costs and improve efficiency.
Gain from our experience!
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.
Data Masons Software
http://www.datamasons.com • 866-575-1631
Vantage Point EDI for
Dynamics
Tightly integrated EDI for Dynamics
without customizations.
HighJump Software
http://www.highjump.com/truecommerce
888-430-4489
HighJump TrueCommerce
EDI Solutions
Scalable & affordable EDI solutions
for Microsoft Dynamics. A managed
service approach, from one trusted
source, helps lower your fulfillment &
procurement costs & connects you to
an expansive global trading network.
Lanham Associates®
http://www.lanhamassoc.com
678-379-4200 ext. 105
Supply Chain Solutions
Seamlessly simple Shipping, Inventory
Management, WMS, & EDI Compliance.
Best of Breed built inside NAV. More
than 110,000+ users worldwide.
NMB Solutions
http://www.proshipsoftware.com/axugsummit
800-353-7774
Dynamics AX ProShip® Multi
Carrier Shipping and LTL
manifesting solutions
ProShip® software is a global, flexible
and native Microsoft Dynamics® AX
and NAV multi-carrier shipping and
manifesting solution which will handle
all your domestic and international small
parcel and LTL shipments.
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 inventory
management. An easy to install
solution with robust features.
Scalable Data Systems
http://www.scalableax.com • 714-594-7690
Landed Cost
Manage Multiple Vendors/PO's as one
shipment to improve efficiency and
visibility. Key features: Accruals, Auto
Cost Allocation, in transit costing.
System Enhancement
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.
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!
Tax
Avalara, Inc.
http://www.info.avalara.com/TheList
877-811-7965
Avalara for Sales Tax
Automation
Automate and eliminate the complexity
of sales tax management with
Avalara. A cloud-based sales and use
tax calculation, exemption certificate
management, filing and remittance
solution for Microsoft Dynamics.
Greenshades Software
http://www.greenshades.com
888-255-3815 ext. 2
Greenshades Year End Forms
Electronic distribution, print to blank
paper, and fully automated mailing
services help thousands of Greenshades
clients create, distribute and electronically
file their 1099, W-2 and 1095-C forms.
Greenshades Software
http://www.Greenshades.com
888-255-3815 ext. 2
Greenshades Payroll Tax Service
Let us handle the hassle of your payroll
tax filings. Greenshades helps facilitate
payroll tax returns, deadline management,
tax payments, and other reporting
requirements.
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Workflow / Notifications
HORIZONTAL
Kamp-Data, Inc.
http://www.kampdata.com • 406-404-2036
DynamicZip
Manage & report nationwide sales and
use taxes from within GP.
Thomson Reuters
http://tax.thomsonreuters.com/
DynamicsTax • 888-885-0206
NEW: Thomson Reuters
ONESOURCE
Thomson Reuters ONESOURCE Indirect
Tax for all companies leveraging Microsoft
Dynamics provides cloud-based sales,
use, and value-added tax calculation,
reporting, exemption certificate management
and returns.
Vertex SMB
http://www.VertexSMB.com/TheList
855-221-5885
Vertex SMB
Sales & use tax automation with payas-you-go
pricing and PDF returns.
Time and Attendance
Business Computers
Software, Inc.
http://www.business-computers.com
303-494-9390
Time Matrix
Time Clock that integrates with Dynamics
GP PR, HR, PA, & Manufacturing.
DATABASICS, Inc.
http://www.data-basics.com • 314-282-9561
DATABASICS Time, Expense
and Invoice Reporting
DATABASICS offers SaaS solutions for
Expense Reporting, Time Tracking and
Vendor Invoice Management. Flexible,
powerful, easy to use.
Joesoftware Inc.
http://www.joesoftware.com • 780-990-0220
Penny
Web-based timesheets, employee/
manager self-service for CAD payroll.
JOVACO Solutions Inc.
http://www.jovaco.com • 888-988-3535 ext. 122
JOVACO Project Suite
Project accounting for professional service
firms to manage projects through
web-based time & expense and resource
mgmt modules. Top features: extensive
reporting, multi-company & interdepartmental
capabilities.
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.
Paymate Software Corporation
http://www.paymatesoftware.com
866-729-6283 (1-866-PAYMATE)
Paymate Software
Payroll, HR, Time tracking, Scheduling,
ESS – advanced & cost-effective.
Sierra Workforce Solutions
http://www.sierraws.com • 800-822-0973
Sierra Workforce Solutions
Time & labor management solutions
optimizing productivity and data integration
for payroll, HR & job costing
using biometrics, badge, WEB or PC
based time clocks. Includes employee
manager self service.
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 & corporate
credit card reconciliation, project
accounting expenses, multi-currency,
VAT/GST capture & robust integration
with GP, NAV, AX & SL.
Nexonia
http://www.nexonia.com • 800-291-4829
Nexonia
Highly-configurable cloud-based expense
reports and timesheets solutions,
seamlessly integrated with MS Dynamics,
incl. VAT & multi-currency. With mobile
apps for iOS, Android, BlackBerry 10 &
Windows Mobile phones.
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.
Altec
http://www.altec-inc.com
800-997-9921 ext. 1255
doc-link Integrated Document
Management
Capture, workflow, output & archive
w/doc-link, Doc. Mgmt. for Dynamics.
AvidXchange, Inc.
http://www.avidxchange.com/landing/
microsoftdynamics • 800-560-9305
End-to-End AP Automation
Streamline invoice capture, intelligently
route approvals and facilitate 100% of
payments in 45 days or less...guaranteed.
Datahaven for Dynamics
http://www.datahaven4dynamics.com
757-222-2000
Datahaven for Dynamics
Datahaven is the only scanning, OCR,
and workflow solution natively embedded—not
simply integrated—throughout
the Microsoft Dynamics user experience
and available to non-Dynamics users
from Microsoft Outlook.
docSTAR
http://www.docstar.com • 888-docSTAR
docSTAR eclipse Smart
AP Automation
docSTAR is the premier AP solution
provider for small to mid-size enterprises.
Streamline your AP invoice processing
with intelligent data capture, workflow,
and integration with Microsoft
Dynamics ERP.
DynamicPoint
http://www.dynamicpoint.com • 562-726-4396
SharePoint Workflow
Solutions that Integrate
with Microsoft Dynamics
Custom SharePoint workflows integrated
with Dynamics GP, NAV and CRM.
Esker Inc
http://www.esker.com • 800-368-5283
Document Process Automation
Addressing processes like accounts
payable, accounts receivable, and sales
order processing, Esker solutions enable
companies to automate the reception,
processing and sending of documents
with one platform.
Integrity Data
http://www.u-linc.com
217-732-3737 ext. 0203
U-LINC®, Powered By
Integrity Data
Workflow and alerts anytime, anywhere
in Microsoft Dynamics. Works seamlessly
within and across your existing system,
is flexible and easy to use, improving
organizational performance.
Metafile Information Systems, Inc.
http://www.metaviewer.com • 507-286-9232
MetaViewer Paperless ERP
for Microsoft Dynamics
Enhance your AX, GP, NAV & SL solutions
by adding integrated scanning,
OCR, eInvoicing, workflow, and AP/AR
Automation.
MHC Software, Inc.
http://www.mhcsoftwareinc.com
952-882-3341
MHC Workflow
Easily route documents needing approval-
invoices, HR docs, etc. electronically.
Ensures they are not lost, stalled
or misplaced.
PaperSave
http://www.PaperSave.com • 877-727-3799
PaperSave
PaperSave is a complete document
management, electronic workflow and
invoice automation solution, Certified for
Microsoft Dynamics GP, SL, AX, & CRM.
Red Maple
http://www.redmaple.com • 972-980-6963
Red Maple's Advanced Workflow
Adv Workflow enables workflows to
launch automatically on defined criteria
or events. Includes 50+ predefined Types
(2012)/Templates (2009) to expedite
rollouts. New records can be locked
during approval process.
Red Maple
http://www.redmaple.com • 972-980-6963
Red Maple's Advanced
Workflow Email Client
Adv. Workflow Email Client allows you
to approve, reject or redirect workflows
from mobile devices that use Microsoft
Exchange Server without having to
launch AX. Red Maple's Adv. Workflow
is required.
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Services
.NET Development
KTL Solutions, Inc.
http://www.ktlsolutions.com • 866-960-0001
Development - Microsoft
Dynamics GP/CRM/xRM
15 yrs developing GP customizations
(Dexterity, .Net), Source Code Developers,
Experts with CRM/xRM as a platform
creating customized experiences.
Sub-contractor rates to other resellers.
Application Service
Provider/Hosting
Myappsanywhere
http://www.myappsanywhere.com
888-636-HOST
Premier Cloud Computing
Provider
Myappsanywhere provides a complete
go-to-market integrated cloud solution
delivering 99.999% uptime, customizations,
no minimums and secure storage
in its privately-owned SSAE 16 Type 2
data center facilities.
Njevity, Inc.
http://www.njevitytogo.com/partner
720-870-9700
NjevityToGo White Label
“Dynamics Cloud Business in a
Box” Cloud & Hosting Services
for Dynamics Partners
Don’t sell THEIR ERP Cloud, sell YOUR
ERP Cloud, YOUR Brand. With our
Cloud Services Program—YOU own
the customer, YOU handle the billing,
YOU make BIG $ for the entire contract.
WE make YOU look like a Cloud Expert!
RoseASP
http://www.roseasp.com • 858-794-9403
RoseASP
Hosted Microsoft Dynamics on Azure/
Private/Hybrid Cloud Solutions.
Comprehensive pricing model for
SPLA/Subscription Licensing - financially
backed uptime guarantee. SSAE-16 data
centers, SOX, HIPAA, FDA Compliancy.
WatServ
http://www.watserv.com
866-531-2598 ext. 2311
Hosting and Cloud Computing for
Microsoft Dynamics ERP and CRM
WatServ is one of North America's largest,
most experienced providers of Cloud
Computing services for Dynamics AX,
NAV, GP, SL & CRM.
Business Portal
Development
DynamicPoint
http://www.dynamicpoint.com • 562-726-4396
Dynamics Business Portal
Enhanced with SharePoint
Customizations
Extend the out-of-box Dynamics Portal
with SharePoint Customizations.
Closing Sales
InsideView
http://www.insideview.com/microsoft/the-list
415-728-9363
InsideView for Microsoft
Dynamics CRM
Find and win more deals with InsideView
market intelligence from 30,000 sources
inside CRM – current, complete company
and contact data, news, social feeds, and
a comprehensive connections network.
Cloud Computing
Data Resolution, LLC
http://www.dataresolution.net • 877-878-9108
ERP Clouds
Data Resolution is dedicated to delivering
private ERP cloud services branded as
the partners brand. We keep all of our
cloud customers optimized & working
24 hours a day, worldwide for the last
12 years.
Njevity, Inc.
http://www.njevitytogo.com/partner
720-870-9700
NjevityToGo White Label
“Dynamics Cloud Business in a
Box” Cloud & Hosting Services
for Dynamics Partners
Don’t sell THEIR ERP Cloud, sell YOUR
ERP Cloud, YOUR Brand. With our
Cloud Services Program—YOU own
the customer, YOU handle the billing,
YOU make BIG $ for the entire contract.
WE make YOU look like a Cloud Expert!
RoseASP
http://www.mygpcloud.com • 888-794-9401
MyGPcloud
myGPcloud is the first on-demand
web-based Microsoft Dynamics GP
application offered on a monthly
subscription, with no setup fees. Start
your prospects on myGPcloud with a
free 30 day trial in less than 5 mins.
WatServ
http://www.watserv.com
866-531-2598 ext. 2311
Hosting and Cloud Computing for
Microsoft Dynamics ERP and CRM
WatServ is one of North America's largest,
most experienced providers of Cloud
Computing services for Dynamics AX,
NAV, GP, SL & CRM.
Custom Development
KTL Solutions, Inc.
http://www.ktlsolutions.com • 866-960-0001
Custom Development
We are a certified .Net and Dexterity
development group with over 15 years
experience. Provide us with your requirements
for a free estimate.
NMB Solutions
http://www.proshipsoftware.com/axugsummit
800-353-7774
Dynamics AX ProShip® Multi
Carrier Shipping and LTL
manifesting solutions
ProShip® software is a global, flexible
and native Microsoft Dynamics® AX
and NAV multi-carrier shipping and
manifesting solution which will handle
all your domestic and international small
parcel and LTL shipments.
Sierra Workforce Solutions
http://www.sierraws.com • 800-822-0973
Sierra Workforce Solutions
Time & labor management solutions
optimizing productivity and data integration
for payroll, HR & job costing
using biometrics, badge, WEB or PC
based time clocks. Includes employee
manager self service.
WilloWare, Inc.
http://www.willoware.com • 888-339-4556 ext. 2
WilloWare Custom Development
Fixed bid customization developed to
the same high standards as our popular
ISV products, including on-line help and
detailed documentation.
Data Services
InsideView
http://www.insideview.com/microsoft/the-list
415-728-9363
InsideView Data for Microsoft
Dynamics CRM
Clean, append & maintain your CRM
data with InsideView’s current, complete
company & contact data. Do it
automatically or with one-click sync.
Dexterity Development
DexPros
http://www.dexpros.com • 623-535-9216
Microsoft Dynamics
GP Development
Professionally designed & developed GP
enhancements/integrations/upgrades
supported by experienced Dexterity/
SQL/.NET/VB developers.
KTL Solutions, Inc.
http://www.ktlsolutions.com • 866-960-0001
Development - Microsoft
Dynamics GP/CRM/xRM
15 yrs developing GP customizations
(Dexterity, .Net), Source Code Developers,
Experts with CRM/xRM as a platform
creating customized experiences.
Sub-contractor rates to other resellers.
HR & Payroll Implementation
& Consulting
Elevate HR, Inc.
http://elevate-hr.com/solutions/ • 877-968-4440
Elevate HR Extensions for AX HCM
HCM Process Wizards, Approval Flow,
Benefits Admin, Global Payroll, etc.
Integrity Data
http://www.integrity-data.com
217-732-3737 ext. 0203
Comprehensive HR &
Payroll Solutions for
Microsoft Dynamics GP
Creating great Dynamics® GP HR &
Payroll experiences by offering expert
consulting, customizations, implementations
and training - making your payroll
system work exactly the way you want
and need it to.
Sierra Workforce Solutions
http://www.sierraws.com • 800-822-0973
Sierra Workforce Solutions
Time & labor management solutions
optimizing productivity and data integration
for payroll, HR & job costing
using biometrics, badge, WEB or PC
based time clocks. Includes employee
manager self service.
Implementation Services
Bond Consulting Services
http://www.BondConsultingServices.com
562-988-3451
Custom ERP & CRM Solutions
That Streamline Your
Business Processes
We provide end to end ERP/CRM solutions
which includes implementation,
customization, integration, training and
ongoing support. We work closely with
ISVs to focus on multiple industries in
SMB and Enterprise.
SERVICES
KEY: Axapta Great Plains Navision Solomon Customer Relationship Management Retail Management System Point of Sale
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Tornado Marketing, Inc.
Upgrades
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.
NMB Solutions
http://www.proshipsoftware.com/axugsummit
800-353-7774
Dynamics AX ProShip® Multi
Carrier Shipping and LTL
manifesting solutions
ProShip® software is a global, flexible
and native Microsoft Dynamics® AX
and NAV multi-carrier shipping and
manifesting solution which will handle
all your domestic and international small
parcel and LTL shipments.
Sierra Workforce Solutions
http://www.sierraws.com • 800-822-0973
Sierra Workforce Solutions
Time & labor management solutions
optimizing productivity and data integration
for payroll, HR & job costing
using biometrics, badge, WEB or PC
based time clocks. Includes employee
manager self service.
Managed Services
RedTail Solutions
http://www.redtailsolutions.com • 508-983-1900
RedTail EDI
Freedom to Do Business: Stick to what
you do best - our cloud service manages
your EDI. Integrated with ERP/WMS/3PL
systems. Lowest total cost.
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 solutions
built for the web. goERPcloud
trials help users understand the power
of Dynamics and the cloud.
Partner Support Service
Plumbline Consulting, LLC.
Vertex SMB
http://www.VertexSMB.com/TheList
855-221-5885
Vertex SMB
Sales & use tax automation with payas-you-go
pricing and PDF returns.
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
The Partner Marketing Group
http://www.thepartnermarketinggroup.com
732-237-8795
Butterfly Publisher
Join Dynamics partners on Butterfly, a
publishing & lead capture platform that
makes your social, blog & newsletter
marketing more effective!
Software Development
Consulting
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.
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.
InterDyn BMI
http://www.interdynbmi.com • 866-264-3249
InterDyn BMI
Microsoft Gold Certified provider of
innovative solutions for over 30 years.
Writing/Documentation
Services
The Partner Marketing Group
http://www.thepartnermarketinggroup.com
605-574-9432
Blogs, Case Studies,
Infographics, Websites
Use 'content marketing' to build your
brand and drive prospects into your
sales pipeline.
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.
http://www.PlumblineConsulting.com
419-581-2300
Partner Support Services
Leverage our Partner Support Services,
including Support, Custom Development
& Implementation Assistance to expand
your offerings. 25+ yrs.
Sales Tax Management
Service
Avalara, Inc.
Training
NMB Solutions
http://www.proshipsoftware.com/axugsummit
800-353-7774
Dynamics AX ProShip® Multi
Carrier Shipping and LTL
manifesting solutions
ProShip® software is a global, flexible
and native Microsoft Dynamics® AX
and NAV multi-carrier shipping and
manifesting solution which will handle
all your domestic and international small
parcel and LTL shipments.
SERVICES
The Partner Marketing Group
http://www.thepartnermarketinggroup.com
605-574-9432
Microsoft Approved
Vendor for Dynamics & R2R
Marketing Consulting
From strategic marketing plan development
to the critical daily execution, this
Microsoft experienced team can help
fill your sales pipeline.
http://www.info.avalara.com/TheList
877-811-7965
Avalara for Sales Tax
Automation
Automate and eliminate the complexity
of sales tax management with
Avalara. A cloud-based sales and use
tax calculation, exemption certificate
management, filing and remittance
solution for Microsoft Dynamics.
Stratton & Associates, Ltd.
http://www.strattonassociates.com
508-497-9638
CRM Dynamics Training
Deep dive into CRM, including 2015, with
Stratton's customizable instructor led
classroom training. Choose the topics
you want to cover.
KEY: Axapta Great Plains Navision Solomon Customer Relationship Management Retail Management System Point of Sale
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