The Partner Channel Magazine Winter 2017

WINTER 2017 | WWW.THEPARTNERCHANNEL.COM
The More Things
Change,
Stay
The More Things
the
Same
7
Quick
Tips to Market
Dynamics 365
Modern Selling
Where Partners Find Success

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THE PARTNER CHANNEL ® MAGAZINE
WINTER 2017
16
Thoughts on
Becoming
a Thought
Leader
contents
in every issue
9 CONTRIBUTORS
10 EVENTS
NEWS
11
12
ON THE HOMEFRONT
The More Things Change…
52
ADVERTISER INDEX
54
THE LIST
55
MEMBERS ONLY CORNER
Encore Business Solutions
departments
16 LEADERSHIP
Thoughts on Becoming a
Thought Leader
18 SALES
Dynamics 365 – Needs More Cowbell! r
22 MARKETING
7 Quick Tips to Start Marketing
Dynamics 365
30 SALES
Modern Selling
34 MARKETING
New Game. New Rules.
42 LEADERSHIP
Shifting from Accountability to
Ownership of Your Customers’
Problems
A PUBLICATION DEDICATED TO
BUILDING A COMMUNITY FOR PARTNERS
features
14
TPC INTERVIEW
Kirsten Edmondson Wolfe
24
WORD-A-GANZA
26
38
40
46
48
50
TPC INTERVIEW
Dynasource
LOGO CONTEST
VAR PROFILE
AXSource Global
THE GENIUS SERIES
Introducing This Year’s Class
ISV PROFILE
CALUMO
PHOTO CAPTION
CONTEST AND RESULTS
THEPARTNERCHANNEL.COM | WINTER 2017 5

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WINTER 2017 | WWW.THEPARTNERCHANNEL.COM
NOTES
Ch nnel “If you don’t like something, change it. If you can’t change it, change your attitude.” – Maya Angelou Winter 2017
7
m
Change,
The More Things
Stay Same
7
Quick
The More Things
the
Tips to Market
Dynamics 365
Modern Selling
Where Partners Find Success
ON THE COVER
Go, go gadget arm! Although our cover is more of
a metaphor, it reminded me of Inspector Gadget
and his cyborg abilities. Now for your history
lesson: Inspector Gadget debuted in 1983 with
an animated television series, Inspector Gadget.
Since the original series, there have been
many spin-offs based on the show, including
additional animated series, video games, and
films. The franchise follows the adventures of a
powerful, but dimwitted, cyborg police inspector
as he investigates the criminal schemes of
Dr. Claw and his organization, MAD, as they
fruitlessly attempt to stop him. However, neither
side is aware, until recently, that it is Gadget’s
niece, Penny, and his dog, Brain, that are truly
responsible for thwarting MAD. Source: Wikipedia
THE ONE AFTER THE
RELEASE
Big summer, bigger fall! Microsoft Dynamics 365 has released, but
the story continues.
This quarter we’re focused on the things that stay the same in
the wake of change, such as taking care of your customers (see
Pam’s article about owning customers’ problems on page 42) and
selling strategies that work (read the report on page 28).
But we’re also looking at how to adapt yourself with “Thoughts on Becoming a Thought
Leader” (Jon Rivers shares his thoughts on page 16) and your marketing with seven quick
tips (page 22) and a new strategy (page 34).
This issue also features two feature interviews: Kirsten Edmondson Wolfe, senior
director of industry product marketing for Microsoft’s Cloud and Enterprise group,
talking about AppSource, SaaS apps, and digital transformation, and Richard Bross and
Tim Wolff, the co-founder and CMO of Dynasource, respectively, talking about their
innovative approach to becoming the Airbnb of professional services in the IT industry.
Thank you for helping us make 2016 a great one. We look forward to a fantastic 2017,
and to providing you with valuable resources along the way.
This label only applies
to the text stock.
Cover illustration by Matt Mastrud for The Partner Channel ® .
Jenny@thepartnerchannel.com partnerchannel ThePartnerChannel company/the-partner-channel
THE PARTNER CHANNEL ® MAGAZINE Winter 2017
PUBLISHER TPC Publishing
EDITOR-IN-CHIEF Jenny Davis
COPY EDITOR Kate Mund
WRITERS Bethany Foyt, Jasmine McNellis, Jenny Davis
CONTRIBUTING WRITERS Adrianne Machina, Jon Rivers, Michelle Etherton,
Pam McGee, and Steve Mordue
ART DIRECTOR Shawn Olson
CONTRIBUTING ARTISTS Dave Swang, Matt Mastrud,
Seth Rexilius, and Shawn Olson
ADVERTISEMENT SALES Jane Olson
MEMBERSHIP PROGRAM MANAGER Jasmine McNellis
The Partner Channel Magazine is published by TPC Publishing, a business unit of The Partner Channel,
Inc., with principal offices at 1240 Elm Street, Fargo, N.D. 58102. All postage is paid from Fargo, N.D.
If you wish to be removed from the mailing list, send your request, including name, business name,
and mailing address to the above address, or to 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 ©2017, 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.
THEPARTNERCHANNEL.COM | WINTER 2017 7

CONTRIBUTORS
adrianne machina
EMAIL Amachina@tornadomktg.com
FACEBOOK Adrianne.machina
LINKEDIN Adriannemachina
TWITTER Adriannemachina
WEBSITE tornado-marketing.com
pam mcgee
EMAIL Pmcgee2@hotmail.com
michelle etherton
EMAIL Metherton@
thepartnermarketinggroup.com
LINKEDIN Michelleetherton
TWITTER PartnerMktGrp
WEBSITE thepartnermarketinggroup.com
BLOG thepartnermarketinggroup.com/blog
Michelle Etherton is a professional
marketing consultant, communications
manager, and copywriter who has worked
extensively with software publishers,
VARs, and ISVs. With a background in
Microsoft Dynamics CRM and ERP, Michelle
intuitively understands how to translate
highly technical topics into compelling
content. Her motto? Technology doesn’t
have to be stale and boring! It can be fresh,
engaging, and even a little fun. Numerous
organizations within the technology
community have successfully leveraged
Michelle’s innovation and expertise over
the years, and she specializes in helping
businesses develop targeted messaging
and marketing for ERP, CRM, financial
management, business intelligence, and
productivity solutions.
Adrianne Machina is the chief velocity
officer of Tornado Marketing and an indemand
copywriter, speaker, and consultant
with a special focus on online marketing.
Adrianne is a firm believer that progress
is better than perfection, and that boring
marketing will get you nowhere. She helps
clients harness their business passion and
purpose into marketing that reflects their
company’s unique strengths and attracts
their ideal clients. Adrianne has worked in
the Microsoft Dynamics channel since 2000
and teaches marketing to entrepreneurs at
the University of Wisconsin–Madison.
steve mordue
EMAIL Steve@forceworks.com
LINKEDIN Stevemordue
TWITTER Stevemordue
WEBSITE stevemordue.com
Steve Mordue is CEO of Forceworks, a
2014 Microsoft Partner of the Year. Steve
has been actively consulting cloud CRM
solutions since Salesforce.com launched,
and he has actively consulted on Microsoft
Dynamics CRM Online since its launch,
fully transitioning his firm from Salesforce.
com to Microsoft Cloud shortly thereafter.
Steve has attended hundreds of hours of
Microsoft training on Microsoft Dynamics
CRM Online and holds every Microsoft
certification available for the solution. As a
Microsoft Dynamics CRM Online consultant,
Steve – who is recognized by Microsoft as a
leading expert – provides training on behalf
of Microsoft to other Microsoft Partners,
helping them build successful Microsoft
Dynamics CRM Online practices.
jon rivers
EMAIL Jon.rivers@marketingmonarchs.com
LINKEDIN Jonrivers
TWITTER Jon_rivers
WEBSITE marketingmonarchs.com
Jon Rivers is recognized as a pioneer within
the Microsoft Dynamics social community
for his leadership in helping Partners
develop a social brand and strategy that
deploy education, drive business growth,
and increase their resource network. Jon
runs Marketing Monarchs, a boutique
marketing company that specializes in
social media strategies, execution, and
training, helping ISVs, Partners, and
other organizations within the Microsoft
ecosystem. Prior to founding Marketing
Monarchs, Jon worked at a well-known
ISV, providing Microsoft Dynamics
Partners assistance during their ERP
sales cycle. Jon has more than 16 years
of experience with integrating ISV/thirdparty
solutions for Microsoft Dynamics
and other major ERPs. Jon is a frequent
presenter at Microsoft Dynamics-focused
events and has been tapped as a social
media ambassador for multiple events,
such as Microsoft Inspire and UG Summit.
With 17,000+ LinkedIn connections and
6,000+ Twitter followers, Jon has garnered
social media expertise that he has shared
through the publication of two eBooks for
the Microsoft Dynamics community as well
as in his regular blogs. Jon also serves on
various boards, including The Association
of Dynamics Professionals, NAV Directions
Board of Advisors, IAMCP MarCom Chair,
and IAMCP Tampa Chapter President.
Pam McGee is a business consultant,
speaker, coach, professor, and principal of
pMcGee Consulting. She is a futurist, wellread,
simple, and curious. She likes to speak
on business and leadership topics, women’s
leadership, and equity issues. She consults
and coaches executives and senior leaders
on strategy, leadership, change, business,
and personal growth. She has a real knack
for facilitating meetings so the participants
gain a higher level of learning, are eager
to meet again, and leave better than they
came. She does keynotes, coaching,
consulting, workshops, and meeting
facilitations, as well as chairs and teaches
at Minnesota State University Moorhead in
the professional management department.
Her passions, experiences, and teaching
areas are strategy, culture, integration
(after M/A), organizational development and
design, leadership, project management,
lean, change management, emotional
intelligence, and personal growth. She
is well-versed in the software industry,
healthcare, manufacturing, banking, and
non-profits. Pam has coached, consulted,
and spoke in more than 22 countries,
and her past career experience includes
leadership roles at Microsoft, Great Plains
Software, Eddie Bauer, and Macy’s.
THEPARTNERCHANNEL.COM | WINTER 2017 9

EVENTS
UPCOMING EVENTS? Going somewhere, but it’s not
on the list? Let us know, and we’ll include it in the next issue!
Go to www.thepartnerchannel.com/magazine under “Calling All Events!”
to submit details. Find registration links to these events online at
www.thepartnerchannel.com/upcoming-events.
March
Dynamics 365 Tech
Conference
March 12-15 | Seattle, WA
www.d365tech.com
eXtreme365
March 13-17 | Lisbon, Portugal
www.extreme365.com
GPUG Amplify
March 20-22 | Anaheim, CA
www.gpugamplify.com
April
Summit EMEA
April 4-6 | Amsterdam, Netherlands
www.summitemea.com
May
Focus
May 8-11 | St. Louis, MO
www.ugfocus.com
July
Microsoft Inspire
July 9-13 | Washington, DC
partner.microsoft.com/en-us/
inspire
August
reIMAGINE
August 7-10 | Fargo, ND
www.reimagine2017.com
September
Microsoft Dynamics SL
User Group
September 13-15 | Tampa, FL
www.dslugconference.com
Directions
North America
September 17-20 | Orlando, FL
www.navdirections.com
Microsoft Envision
September 25-29 | Orlando, FL
www.microsoft.com/en/envision
Microsoft Ignite
September 25-29 | Orlando, FL
www.ignite.microsoft.com
October
Directions EMEA
October 4-6 | Madrid, Spain
www.directionsemea.com
AXUG Summit
October 10-13 | Nashville, TN
www.axugsummit.com
CRMUG Summit
October 10-13 | Nashville, TN
www.crmugsummit.com
GPUG Summit
October 10-13 | Nashville, TN
www.gpugsummit.com
NAVUG Summit
October 10-13 | Nashville, TN
www.navugsummit.com
10 WINTER 2017 | THEPARTNERCHANNEL.COM

NEWS
GOT NEWS? Share it with us at www.thepartnerchannel.com/magazine
under “Got News?”, and we’ll print it in the Spring 2017 issue of the magazine.
Cloud24x7, a next generation managed security
services company that provides services uniquely focused
on Partners (VARs, LARs, MSPs), announces its plan to
provide managed security services to channel Partners
in America. Cloud24x7 identified a gap in the network
security service market and validated that there are
very few options available to channel Partners who do
not have the ecosystem but want to offer competitive
and comprehensive managed security services to their
customers. For more information, visit www.cloud24x7.us.
StockIQ announces its next generation supply chain
planning product designed for distributors and thirdparty
logistics (3PLs). The software is an integrated
demand, inventory, purchase, and supplier planning
tool for operations planning and transforms the planning
process into a powerful inventory planning engine.
StockIQ is available in the cloud or on-premises. The
executive team has a combined 60+ years in software
development, delivery, and supply chain consulting. Learn
more at www.stockiqtech.com or contact 720-420-7946
or Sales@stockiq.com.
TrinSoft welcomes Daylynn Allison to its Microsoft
Dynamics team. Daylynn is a Microsoft Dynamics developer
who implements and tests solutions for the customization
and improvement of the base Microsoft Dynamics NAV
system. Daylynn has five years of experience developing
software and has studied many languages, as well as
the principles of good database design. As a trusted
Partner, TrinSoft helps companies automate processes
and transactions to be more efficient and save money.
For more information, visit trinsoft.com, trindocs.com
or trinsoft-it.com.
Binge
watch
without
the guilt.
Taking time out for your professional development
doesn’t always seem possible. The Genius Series
On-Demand provides you with an opportunity
to consume a lot of content while improving your
marketing prowess. Better yet? You can binge watch
without the guilt.
Purchase your On-Demand pass now at
www.thepartnerchannel.com
THEPARTNERCHANNEL.COM | WINTER 2017 11

ON THE HOMEFRONT
Change,
THE MORE THINGS
THE MORE THINGS
STAY THE SAME
story by JENNY DAVIS
I
do not mean to minimize the changes that came with Dynamics 365, but the root of business is still
the same: There are still customers to serve and customers to gain.
I had a whole article idea around that topic, but then I received an out-of-office message from
Errol Schoenfish, director of product marketing for Microsoft. His automated reply had more value
in it for Partners than I could ever hope to share, so the article is in the hopper for a future issue, and
I’m sharing Errol’s resources here (with a few additions for those also focusing on Dynamics 365 for
Financials and Dynamics 365 for Operations).
Have a resource that isn’t listed here but has been helpful to you with regard to Dynamics 365? Send it my way,
Jenny@thepartnerchannel.com, and I’ll get it posted on our Partner Resources page at thepartnerchannel.com/
microsoft-dynamics-partner-resources.
PUBLIC WEBSITES
Dynamics 365 Product Roadmap Site
roadmap.dynamics.com
Dynamics 365 Customer-Facing Website
microsoft.com/dynamics365
Dynamics 365 for Operations Customer-Facing Website
microsoft.com/dynamics365/operations
Dynamics 365 for Financials Product Feature Documentation
madeira.microsoft.com/documentation/madeira-get-started
Dynamics 365 for Financials Customer-Facing Website
www.microsoft.com/dynamics365/financials
PARTNER ACCESS ONLY
Dynamics 365 for Financials MPN Learning Path, including
the Getting Started Guide and FAQ
mspartnerlp.partner.microsoft.com/LearningPath/
LearningPath/DLPaths?trackId=2938&rowId=3628
Dynamics 365, Business Edition PartnerSource Page
mbs.microsoft.com/partnersource/northamerica/
readiness-training/readiness-training-news/
MicrosoftDynamics365Business
Dynamics 365, Business Edition Dynamics Learning Portal
(DLP) Page
mbspartner.microsoft.com/D365B/LearningPlansOverview
Dynamics 365 for Financials Ready to Go Marketing
Campaign Materials
partner.microsoft.com/en-us/marketing/campaigns#>
Microsoft Dynamics > Dynamics 365 for Financials
12 WINTER 2017 | THEPARTNERCHANNEL.COM

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TPC INTERVIEW
KIRSTEN
EDMONDSON
Wolfe
SENIOR DIRECTOR, INDUSTRY PRODUCT MARKETING, C+E
Kirsten Edmondson Wolfe leads industry product marketing for Microsoft’s Cloud and Enterprise (C+E) organization.
In her role, she works with other Microsoft business groups to ensure that, where relevant, one Microsoft is
represented in the industry solutions that are brought to market. Her team has experienced great change in the last
year, developing industry solutions for AppSource (appsource.microsoft.com) as well as interacting with Microsoft
engineering to keep particular industry needs in mind during product development cycles. The Partner Channel sat
down with Kirsten to talk about the structuring of Microsoft’s industry focus, learn how Partners can engage in the
software as a service (SaaS) app world, and get her take on this year’s buzz term, digital transformation.
The Partner Channel (TPC): Industry Summit in November featured presentations from you and Wendy
Curcuri, general manager of U.S. industry. Can you share how your teams complement each other?
Kirsten Edmondson Wolfe (KEW): My team is focused on working with engineering and ISVs to create vertical
SaaS apps. Wendy and her team lead the sales motion in the U.S., focused on industry-specific solution selling of
the new vertical SaaS apps.
While there is still a sales motion around Dynamics 365, what we’re trying to do is build that muscle for Azure
Advanced workloads – including Cortana Intelligence, Power BI, and Internet of Things (IoT) – with integrations
into Dynamics 365, creating cloud-based solutions that business decision makers can consume out of AppSource.
TPC: I’m sure you and your team have gotten very good at thinking like an app since you took on this
endeavor. Can you walk me through an ideal scenario of a SaaS app?
KEW: Of course. Here’s the scenario: What happens if you take the customer service functionality in CRM (now
Dynamics 365) and inside that, leverage the power of Cortana Intelligence Suite and Power BI, utilizing data from
LinkedIn? Now if your customer is a bank, they can understand how to best deliver service to their customers and
make sure they’re offering them the right products at the right time.
That’s where we’re trying to go: Giving our customers deeper insights into their business, to drive better
outcomes. We’re starting small, but our goal is for Partners to embrace this philosophy and come to us, asking how
they can get involved. Microsoft Dynamics Partners are great candidates for creating apps because they’ve always
been business processes based with what they did historically with basic CRM and ERP.
We’re focusing on five major vertical markets (manufacturing, healthcare, retail and consumer goods,
government, and banking and capital markets) for the SaaS apps, knowing that there are a lot more industries out
there, but we don’t have capacity to do it all at first.
14 WINTER 2017 | THEPARTNERCHANNEL.COM

TPC: How are you selecting Partners to build the featured apps in AppSource? Is it possible for other Partners
to have a featured app?
KEW: The Partners that created the very first featured apps stood up and said they were willing to consume multiple
Microsoft Cloud Services and wanted to be part of AppSource with a customer-led trial at its launch. Moving
forward, Partners can reach out to me or Duncan Taylor on my team*. Duncan works directly with Partners to
evaluate ideas for cross-cloud service apps that solve business challenges.
Many of our Partners want to build cloud solutions with us, moving their technology onto Azure. We love this
motion our Partners have built on Azure IaaS, but not all of those Partners want to build a SaaS app. To gauge
interest, we start by encouraging each Partner to build an app in AppSource. By building in AppSource, they get to
see how it works, work with our engineering team, and extend their commitment to the cloud.
We have a rigorous process that ISVs have to go through to create a featured app, and ISVs can see what it takes
and if they want to go through with it. We’ve had more than one Partner decide that they didn’t want to go through
the process, and that’s okay.
TPC: What’s your greatest success story so far in creating one of the industry-focused apps?
KEW: AvePoint comes to mind. We knew we wanted to build an app that helped governments with citizen services.
AvePoint is a public sector focused Partner, and we did a lot of brainstorming with them, looking at different
Microsoft Cloud Services to see what would make sense for public sector. We saw potential with IoT, Cortana
intelligence, and Power BI, and we connected AvePoint with our engineers to learn and creatively engage on what
was possible.
AvePoint then built Citizen Services, which is probably the best example of using Microsoft services, putting in
your own IP, and tackling a primarily on-premises business challenge, pushing it to the cloud.
With Citizen Services by AvePoint, governments can provide enhanced services, at a faster rate of response,
at reduced cost. A local government can leverage IoT to predict which lights will need replacing before they go
out. In fact, by leveraging Cortana Intelligence Suite and IoT together with Customer Service and Field Service
in Dynamics 365, a local government can make sure the street lights never go out. And research shows that when
the lights stay on, crime goes down. Thinking about those larger business impacts, rather than just knowing which
lights need to be replaced, is transformative.
TPC: That’s a fantastic segue. Digital transformation is definitely the hot term lately. How would you
describe digital transformation?
KEW: It really is, but in this case, it’s not just a slogan or buzz word; it’s how we are engaging our customers in the
larger sense of how technology can truly change their business, their industry, and maybe even the world.
Digital transformation starts when a company defines what it means to “transform.” For some customers, it’s
about disrupting their industry. For others, digital transformation is about innovating to better address changing
market demands. And yet for some, it’s optimizing efficiency to provide better customer service. It really comes
down to what the organization wants to do.
TPC: That last part helps me visualize what the term really means and helps reinforce the need for Partners
to continue the work they do to serve their customers.
KEW: This is an exciting time to be a Microsoft Dynamics Partner. Mainstreaming Dynamics into the C+E
organization has created new opportunities within the larger cloud services offerings. And by adding industry
solutions, we have a chance to change the conversation with our customers.
Lean in, dig in, and learn how you can be a part of our transformation because there is an incredible opportunity
here to transform your business.
*Want to visit with Kirsten or Duncan more about your idea for the next great SaaS app? Reach out to Kirsten at
Kiedmond@microsoft.com or Duncan at Duncan.taylor@microsoft.com.
THEPARTNERCHANNEL.COM | WINTER 2017 15

LEADERSHIP
THOUGHTS ON
BECOMING A THOUGHT
LEADER IN THE
Dynamics 365 Space
story by JON RIVERS
illustration by SETH REXILIUS
For right now, and the foreseeable future, the Dynamics 365 space is a very crowded place. The
struggle to be found on the web as a Dynamics 365 reseller is daunting, partly because in addition
to the longstanding Microsoft Dynamics Partners, the new licensing model has opened the gates
for resellers who haven’t sold Microsoft Dynamics in the past.
How can you rise above the fray?
Instead of fighting your way through the crowd, become a thought leader/influencer.
Both the traditional Microsoft Dynamics Partners and the Johnny-come-lately resellers are updating their
websites and blogging about the details, such as waterfall pricing. To be sure, there’s an audience for those details.
Becoming a thought leader, however, requires a different approach.
Dynamics 365 is a new concept, a game changer if you will. Thought leaders should be composing their marketing
messaging around the high-level concepts inherent in Dynamics 365.
Let’s look at several key tips for presenting yourself as a thought leader in the Dynamics 365 space:
» When you blog about Dynamics 365, stay above the fray; i.e. don’t get deep into the weeds.
» All your messaging should be high-level; i.e. not about pricing or implementing.
» Your messaging should be about the benefits of cloud solutions.
» Talk about software as a service (SaaS).
» Talk about the value of “pay as you consume”.
» Develop high-level videos around that messaging.
» Issue a press release.
» Keep your messaging short and informational; let your prospects come to you for the details.
» Focus on the business intelligence and Cortana elements of Dynamics 365 (everyone else can talk about ERP
and CRM).
» Demonstrate that you’re a key player by flooding the internet with your messaging on all your social media
channels with a high rate of frequency.
» Make sure your key word density in your posts and on your website supports your message.
Thought leadership is a different way of branding your company. Because Dynamics 365 is new and innovative,
your marketing should be, too. There will always be prospects who want pricing and technical details. They tend
to be the IT folks who are often not the decision makers or the folks that write the checks. Thought leadership
messaging is geared for the c-level, big picture decision makers.
16 WINTER 2017 | THEPARTNERCHANNEL.COM

THEPARTNERCHANNEL.COM | | WINTER SPRING 2017 2016 17

SALES
DYNAMICS 365
Needs
More Cowbell!
story by STEVE MORDUE
illustration by SHAWN OLSON
Hey, what do you think about that cool new Insights feature in Dynamics 365? Which
one? Yes, it seems that the Microsoft cloud team has a new favorite word. On its own, or
in conjunction with another word, “Insights” is all the rage and well on its way to being
the most overused term in Microsoft’s history.
WHAT THE HECK IS AN “INSIGHT”?
A quick dictionary lookup returned “the capacity to gain an accurate and deep intuitive
understanding of a person or thing.” That does indeed sound quite useful. But while defined by the dictionary as a
noun, Microsoft appears to have applied the term as a verb, and appended it to many things. To have a conversation
about it, we must first clarify which particular “Insights” we are talking about. The other day, I was listening to a
podcast of MVPs who spent a great deal of time attempting to clarify this very thing to each other. They ended up
in an uneasy détente, not entirely agreeing with each other’s definitions but content to agree to disagree. I thought if
the MVPs are struggling, then the rest of the community definitely is. I will seek to clarify below, with no promises
that I won’t make it even more unclear by the end of this article.
THE WORLD OF INSIGHTS
Before we try and drill into these, it probably helps to throw them all out on the table…or page. A Bing search,
limited to Microsoft.com, returned more than 914,000 references for the term “Insights” (Google returned more
than 4 million when limited to Microsoft.com; what’s up with that?). I am sure I am missing some, but here are the
ones I found so far: Insights, Organization Insights, Customer Insights, Relationship Insights, Application Insights,
Azure Insights, Azure Operational Insights, Domain Insights, Azure HDinsights, Power BI Quick Insights, Bing
Image Insights…okay, you get the idea.
Let’s drill into the ones that are relevant to Dynamics 365, with an eye towards you being able to differentiate and
explain them to an SMB customer.
18 WINTER 2017 | THEPARTNERCHANNEL.COM

THEPARTNERCHANNEL.COM | | WINTER SPRING 2017 2016 19

INSIGHTS
Microsoft has an OEM relationship with a company called InsideView for a version of their product that they are
calling “Insights”. This tool was around before Insights became a hot term, so it has the honor of being called simply
“Insights”. This feature shows up on lead, contact, and account record forms in Dynamics 365. Personally, I think its
highest value is on the lead form. What does it do? Well, with very little information, for example, only a company
name, it will jump out and scour the worldwide web. In less than the time it takes for you to take a sip of coffee, it
comes back with a wealth of information about the company in question. With one click, you can then populate a
bunch of previously blank fields on that lead record with darn good data. Data that would take quite a bit of web
searching and copy-pasting on your own. In addition, it can then go back out and find people connected to those
companies, and just as simply, with one click, add their personal information to the lead record. I have yet to demo
this to a sales-focused SMB customer who did not start salivating.
CUSTOMER INSIGHTS
This one, and the one that follows, are the two that the MVPs were grappling over in the podcast. Cherry-picking
what they said, and augmenting that with my own reading and slant, I would say this one is mostly about the
companies that you do business with. This one requires Azure and lets you connect to many Microsoft and non-
Microsoft services. It pulls data from all of these services into a washing machine and spits it back to you in the form
of “How are we doing with this customer…all up”. Also, based on this customer’s Big Brother generated profile, what
else can we sell them, and when. There is a lot more going on, but that would be a good summary for your customer
call. Personally, I might not bother bringing this one up to most SMB customers.
RELATIONSHIP INSIGHTS
In contrast to the companies you do business with, Relationship Insights centers around the people you do
business with at those companies. This one connects Dynamics 365 and Hosted Exchange together to bring in a view
of how your contacts and leads are engaging with you. It includes a “Relationship Assistant”, “Email Engagement”,
and “Auto-Capture”. The Relationship Assistant is basically a nag over your shoulder, watching everything you do, or
don’t do. Big Brother taps you on the shoulder in the form of a “Card” on the screen suggesting that, based on what
it sees, you might want to call Bob and offer your check-up service. Email engagement extends Big Brother out to
Bob. For example, a workflow generates an automatic email to Bob, letting him know that it is time for his quarterly
check-up call. With this tool, you can see if Bob opened this email, or if he scrolled past it because he is sick of
your up-sell-veiled-as-a-check-up call. Lastly, Auto-Capture, instead of waiting for you to track an email from
The Relationship Assistant is basically a nag over your
shoulder, watching everything you do, or don’t do. Big Brother
taps you on the shoulder in the form of a “Card” on the screen
suggesting that, based on what it sees, you might want to call
Bob and offer your Check-Up service.
20 WINTER 2017 | THEPARTNERCHANNEL.COM

I assume at some point we will even see Insights into how
users are engaging with other Insights. It’s all very insightful.
your Outlook client, just goes ahead and
tentatively tracks everything it finds in
your mailbox to Dynamics 365 records,
and from Dynamics 365 asks you to
confirm if you want to track each item
it found. We are quickly running out of
places for us lazy people to hide, but I can
see this one having a lot of appeal to the
SMB customer.
ORGANIZATION INSIGHTS
This one manifests in Dynamics 365 as
a dashboard about how your customer’s
users are using Dynamics 365. With
this tool, for example, you can see that
your user Larry, who has strangely not
complained about the Dynamics 365
launch at all, has simply not engaged with
it and is still hoping it will just go away.
I assume at some point we will even see
Insights into how users are engaging with
other Insights. It’s all very insightful. I
would enable this for SMB customers; it’s
simple enough to do, and they may get
some value out of it…why not. Of course,
Larry will not be a fan.
APPLICATION INSIGHTS
This one covers a lot, but one of
the things it can do, if you have built
AppSource applications, is give you data
about those applications. It covers a lot of
other things, too; for example, it lets me
know when my blog is down. This one is
a little deep for me, and it is tangentially
related to Dynamics 365, so that is all I will
say about it. Needless to say, this one is not
worth mentioning to SMB customers.
This article originally appeared on Steve’s
blog, stevemordue.com. Steve Mordue is a
Dynamics 365 fighter pilot as well as CEO
of Forceworks, a 2014 Microsoft Partner of
the Year and can be reached via his blog or
Steve@stevemordue.com.
Plug in and go with pre-configured data connections.
Connects out of the box to many common
data sources including: Microsoft Dynamics AX,
Microsoft Dynamics CRM, Microsoft Dynamics GP,
Microsoft Dynamics NAV, Microsoft Dynamics SL and
other systems. Power BI connectors also available.
Powered by
5,000+
THEPARTNERCHANNEL.COM | WINTER 2017 21

MARKETING
7
QUICK TIPS TO
START MARKETING
Dynamics 365 Right Now
story by MICHELLE ETHERTON
illustration by MATT MASTRUD
The introduction of Dynamics 365 has many Partners excited for the new opportunities it could
bring to their own business as well as their customers’ businesses. Other Partners are, well, a
little nervous. As with any new solution, you’ve got to figure out how to market the darn thing,
and, ready or not, that’s going to take time, money, and a strategy.
Just about the time you feel confident in your marketing, Microsoft innovates...again. It could be
changing a name or pricing, rebranding or restructuring, or adding or scrapping an entire product
line. You know it’s the nature of the business, but Dynamics 365 happens to be doing ALL of these at one time.
This isn’t going to be like marketing just any other product.
This is an evolution.
And, for now at least, it feels extremely complicated.
The team at The Partner Marketing Group has spent our careers in this always-changing industry, and it’s why we
love helping Partners tackle marketing challenges like this. We’ve come together to give you seven quick tips that
will help you start marketing Dynamics 365 right now.
» Stay focused. Dynamics 365 swings the door wide open for a lot of new markets. To start, just
concentrate on your existing customers and how you can market it to them. Keep it simple,
realistic, and doable.
» Segment your lists. You’ve likely got a mix of customers who would benefit
from Dynamics 365, or not, for very different reasons. This is no time
for blanket messaging to your entire list. You’ve got to act like
you know your customers. Create a value proposition for
each type of customer you have: On-premises moving
to cloud, ERP adding CRM, CRM adding field
services, those using QuickBooks, etc.
22 WINTER 2017 | THEPARTNERCHANNEL.COM

» Update your collateral. With so many changes involved, particularly around product names, you’ll need to
make those changes to your website and collateral, too. Think about SEO and how to balance the old names
with the new names so you don’t lose traction. Inventory which items need updating and where you need new
messaging. Look at your site map and find where Dynamics 365 messaging fits in.
» Educate your customers. Everyone has a lot of questions about Dynamics 365 right now, and you want to
be the one to provide the answers, especially for your customers, in words they understand. Put on a customeronly
webinar with an open forum to ask questions. This is an excellent opportunity to show your thought
leadership and personally engage with your customers. If you can’t provide the answers yourselves right now,
enlist the help of Microsoft employees whenever possible.
» Be honest. Dynamics 365 is very new and being released in phases over the next year. It’s not going to make
sense for every customer to make the move right now. If it wouldn’t, tell them that and reassure them so they
know you are still there to support them. If it would, let them know exactly why and when it makes sense, and
how you will help them through it.
» Get creative. Before long, the web will be flooded with info about Dynamics 365. Want to stand out? Do
something different! Downloadable pieces like infographics and eBooks are proven winners to drive traffic and
engagement. Maybe create a comparison checklist or real-world example of what a move to Dynamics 365
would look like. Think outside the box.
» Have a plan. Like any new marketing initiative, Dynamics 365 needs a detailed plan of action. Build a content
calendar, determine your social strategy, create demand generation and nurture campaigns, and don’t forget to
establish your goals and key performance indicators (KPIs) early on so you can measure your progress
along the way.
There are many things you can start doing right now to take advantage of the new opportunities
Dynamics 365 is sure to bring. As always, we’re rooting for you and are here to help when
and how you need us. Contact us at Info@thepartnermarketinggroup.com or visit us
online at www.thepartnermarketinggroup.com.
Let us know if you have any questions and, until then, happy marketing!
THEPARTNERCHANNEL.COM | WINTER 2017 23

C A U E F W N S D N M D E N E T S R I K
S T R A T E G I E T W I N R E R D Y N A M I C
M A R K E N I I B A P A C D S E E S N R E D M
A E T I P C A P A B I I T Y T S E R I E S P I
R G E N K C I U M C N D Y N A S U A H U
K N P A R R T R N E 6 R I A T W E M N G K R S I
M A N A G E M E N T R 5 W S S H D A I T R C
H C T B E S M D E I G M D X R N E K
D C H E U T A Y C N W N U U F E S B S E N T
E S M E A S A U N E N I R G E N R A T T W I
R G M T D I R R A A W S E H C H K D N U E H P
N N U E H N T C B M B S R T E T I P A R T N E R S
S I N D B E S E I E S S E M U A C W G E R
E H I A U S S C H R G M R E E I 6 E N E
T Y E S S R I N S I N S E R G N 5 N C D
E T I S S U I C K I S T N E A T I 6 A
I R I T N 6 W T W T T E T W N E T M U E
N N H E F 5 I C I I A H E C H A N B A A S S
G M U G S U E D N N T K I S R S A N S C T
T E M U S T E Y T M P I H S R E D A E E A E I H
H H M S I D N M A D Y N A 6 5 P N G R M G
E T H M A G E N I U S M B E E N E I A U
G C T N N R N D M G N I E S S G E N
I E 5 6 S C I M A N Y D T H E M R E T H S Y H
S N S R P I H S R E N W T G N I T F I H S D T
a
word ganza
Ladies and gentlemen, we have a winner!
Congratulations to Jen Brett with Informed Systems, Inc. for winning our Fall 2016 contest.
Now for the next round of the Word-A-Ganza! Posted along the perimeter of this page 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.

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Email marketing and Marketing Automation
for Microsoft Dynamics 365/CRM

TPC INTERVIEW
Peter Robin Mijderwijk, CEO Richard Bross, Founding Partner Tim Wolff, CMO
I
’ll admit it. The first time I heard “Dynasource” come up in a session, I thought the presenter
was saying “Dinosaurs”. She was speaking quickly, and I was a little tired, so hearing
“Dinosaurs” had me wondering if it A) was a new R&D naming convention, B) I’d finally lost
it, or C) it referred to aging products.
Turns out it was none of the above.
Think of Dynasource as the Airbnb for professional services. You can visit dynasource.com
and search for professionals to work on your clients’ projects, list yourself as a free agent for upcoming projects, or
offer up your employees and their capabilities as a match for fellow Partners’ needs.
The idea for this Partner-to-Partner resource sharing came from Richard Bross’ own experiences at HSO when
he was constantly looking for more consultants or more developers, but not necessarily at the same time, coupled
with a conversation that Richard had with then Microsoft Dynamics execs Kirill Tatarinov, Neil Holloway, and
Doug Kennedy.
“We were discussing how we could grow the MBS business from $1.5 billion to $3 billion at an advisory council
meeting, and they mentioned there were 25,000 Microsoft Dynamics AX consultants within the Partner ecosystem,”
says Richard, founding partner of both Dynasource and QBS Group.
“I asked them how they knew it was 25,000, and they said that was the number certified, and that we would need
to double that number to 50,000 in order to grow the business,” Richard continues. “I came back with the Columbo
question, ‘How do you know all 25,000 consultants are on a project right now?’ To which they answered, ‘We don’t
know.’”
“If you look at a Partner org, there are always 20 percent of resources not on a project at any given time,” says
Richard. “On one hand, you need resources. On the other, you are over capacity. It’s hard to be profitable in that
model.”
26 WINTER 2017 | THEPARTNERCHANNEL.COM

IF WE START BUILDING IT
What if there was a market where Partners had visibility into projects and available resources?
Peter Robin Mijderwijk, then responsible for Microsoft Dynamics in Western Europe, had the same thought and
was building momentum on the idea.
“We got lucky by having serious meetings with serious people,” says Richard. “Microsoft told us that if we started
building it, they would follow through on the momentum.”
Four years later, and the results are enviable. Beyond enviable, actually:
» Dynasource is 22 employees strong and has 10,000 resources in the marketplace.
» Gavriella Schuster, corporate vice president of Microsoft’s worldwide Partner group, sits on the advisory council.
» Microsoft Inspire 2017 (formerly WPC) will feature the resource used in two Partner cases during keynote sessions.
» They’re part of Microsoft’s Partner-to-Partner metrics strategy.
» They are the only external group to have a page on the Microsoft Partner Network site: partner.microsoft.com/
en-us/marketing/dynasource.
» The Dynasource database is integrated with the Microsoft certifications database, validating the certifications
of the professionals who list themselves as project resources on the site.
Yet Richard says they haven’t really started yet.
“It sounds stupid as we’ve been around for three years, but right now it feels like we have the momentum where
we can start making a difference,” says Richard.
Part of that momentum stems from the fruition of the Microsoft stack story. The other is from the need for
Partners to grow services revenue as margins recede.
“Microsoft is seeing an explosion of technology and capability right now,” reflects Tim Wolff, CMO for
Dynasource. “Customers have seen the possibilities and require digital transformation technology, making it more
important than ever to share the resources that are out there. Microsoft has 600,000 plus Partners, a majority of
which have 50 to 100 people, which makes it difficult to have stack expertise in one company.”
“There are just a few Partners out there that have all the capabilities in house to make this digital transformation,
has said that the only way this will work is if Partners work together,” adds Richard.
TRULY, JUST GETTING STARTED
That statement alone affirms what Richard said previously: Dynasource is just getting started.
“We’re having a conversation right now with Microsoft Consulting Services (MCS) about their resource needs,”
says Richard. “The way it works now is that MCS signs a deal, and then they send emails to system integrators (SIs)
to see if they have people who can start the next week.”
This just-in-time fulfillment process forces Partners to make the constant decision: Take the “quick” Microsoft
dollars or stay on task with current projects?
“We’ve finally turned a corner, and MCS agrees that we need to change the system,” continues Richard. “They’re
going to use Dynasource to upload future projects, those happening three to six months from now, so that Partners
can plan ahead.”
Partners with Microsoft Dynamics expertise are also poised to experience demand from “classic” Microsoft
Partners who now want to be part of the Dynamics 365 story.
“We’re having conversations with Partners who don’t have that Dynamics knowledge and need it to fulfill a
project,” says Tim. “The cloud is also bringing global capability to have SaaS solutions, but Partners are in need of
local specialists to bring them to market in the country of international customers.”
SHARING EXPERIENCES AND SKILLSETS
“If you really look at the ecosystem, how many Partners have the operations, financials, and CRM competencies?
It’s inevitable that Partners start working together by sharing their experiences and skillsets,” adds Richard.
“We’re also working under the lead of Gavriella so that Partners who lend resources will get competency
recognition for their collaborative efforts,” says Richard. “Right now, if you’re doing a project with other Partners’
people, the competency only goes one way. With Dynasource, those lending the resources AND receiving resources
will get recognition.”
“On top of that, we see that the biggest value is for those Partners who have profiled themselves so they are
discoverable based on their qualifications,” says Tim. “We have a connection to the Microsoft certification database,
so you know that experts are vetted against that database.”
“This is a big one,” says Richard. “If you go to LinkedIn and saw my profile, I could say that I have expertise in
Dynamics Financials, but you wouldn’t know for sure if that’s true or false until I work for you, and you find out that
I was a drummer instead of playing the guitar.”
THEPARTNERCHANNEL.COM | WINTER 2017 27

As mentioned in the enviable list above, Dynasource is the only external to Microsoft entity that is integrated into
Microsoft’s certification database. On top of that, Dynasource uses a standardized way of listing resources’ skills,
making your search for a consultant a more apples-to-apples examination rather than ciphering how skills and
competencies might rank across candidates.
BUILDING UP CONTENT
“A marketplace is all or nothing, and you’re just as good as a marketplace as the volume of what you have,” says
Richard. “We talked to the people behind Netflix, Spotify, and Amazon – people who know everything about
marketplaces – when we were going through our funding process, and the key for each of them is volume.”
Richard continues, “In talking to Spotify, it took a long time for them to get serious artists involved. Now they
have almost every song. We had nobody when we started and then a couple hundred and now 10,000. If you do a
search, you may find somebody now in Fargo as opposed to Chile.”
“Those companies have their marketplaces secured, and we want to claim the category of sourcing professionals
for the IT industry,” says Richard. “If we dream bigger, we leave the word IT out, and we claim the category of
sourcing professionals. We need a lot of money to make that happen, and the good news is that we’re raising a lot.
We also need commitment, and the good news is that Microsoft realizes that Partners need to work together to
speed up deployment and implementation.”
Currently, and for the near future, Dynasource is a free service to Partners, for both resource listing and utilization.
“We don’t want to be part of the transaction between Partners,” says Tim. “We’re the enabler. We believe in
building up content and the quality of the database and that in the end, the monetization will be easy as Partners
will see the value.”
“A marketplace is all or nothing, and
you’re just as good as a marketplace
as the volume of what you have,”
says Richard.
EITHER YOU’LL BE OUT OF THE GAME OR YOU’LL BE PART OF THE
CHANGE
According to Richard, the question that Partners should be asking themselves is how long they can survive
without sharing resources with other Partners.
“We’re in a time of enormous change and opportunity, seeing the success of changing business models and how
that changes industries when something is disrupted,” says Richard. “Bottom line: Either you’ll be out of the game,
or you’ll be part of the change.”
When Richard spoke with larger Partners two years ago, they loved the idea but did not like the idea of sending
their employees to competitors.
Tim adds, “It’s a mental status. It’s pretty scary to loan your car or house to somebody you don’t know yet (using
the examples of Quora and Airbnb), and that’s the same for a Partner. It’s scary to loan your employees to somebody
you don’t know yet.”
That thought process has come around in the last two years, largely driven by Microsoft and their commitment
to Dynasource as a platform and Partner-to-Partner initiative.
“We’re a search engine and a matchmaking engine, letting supply and demand find each other,” says Richard. “We
are the Airbnb for professional services, so don’t wait. Sign up for free at dynasource.com.”
28 WINTER 2017 | THEPARTNERCHANNEL.COM

SALES
THIS ARTICLE IS PART OF OUR “MARKETING IN THE MICROSOFT DYNAMICS
COMMUNITY” REPORT SERIES. VIEW A NEW REPORT EACH MONTH.
THEPARTNERCHANNEL.COM/MICROSOFT-DYNAMICS-PARTNER-RESOURCES
MODERN
SELLING
Are people buying what you’re selling? In today’s modern selling world, what sort of process
does it take to make closing the actual conclusion?
30 WINTER 2017 | THEPARTNERCHANNEL.COM
According to HubSpot, if you build a sales process so strong, you never even
have to use a closing technique. Quota will be within your reach month after month.
A Duct Tape Marketing Podcast with Bill Caskey explains further
that the sales game is the same, but the rules have changed. What used to be “make the
sale” is now about educating your customer, and it is a team effort between marketing
and sales to get there.
In this report, three seasoned Microsoft Dynamics
sales professionals share their experiences and
processes that work for them. In addition to noticing
more of a blurry line between sales and marketing,
you’ll understand why self-education is of utmost
importance in providing value to prospective buyers.
Share your commentary on social media:
#MakeItDyn and @PartnerChannel

Sana Commerce
GIUSEPPE IANNI
90% of the market place
needs to be educated on:
» This is where you’re at.
» This is where you need
to be.
» This is how you get there.
Red Maple
PATRICK HODO
“Gone are the days you can go
in and say, ‘What is it going to
take to get you into software
today?’ It doesn’t work that way
anymore. Price doesn’t hold as
much weight as answering if the
software will work or not work
for their business.”
Industry Knowledge
Giuseppe Ianni is the director of business development at Sana Commerce and has been in
the Microsoft Dynamics channel for more than 11 years. The first two years of his career were
dedicated solely to educating himself on the industry. “It was my day-to-day process to learn as
much as possible about what our business offered and what our solutions did,” Giuseppe shares.
Not only did he study eCommerce solutions from front to back, but he also hit the phones,
expanded his circle, and read up on industry reports from Forrester and Gartner.
“You can only fake it for so long. Your solution isn’t unique. Anyone out there is offering
the same thing. You need to bring that to the next level,” Giuseppe continues, “Don’t just
know your product, know your competitors’ solutions, know the industry, and don’t make the
mistake of just talking about yourself and your company.”
Giuseppe now spends more time on where the industry is going. He stresses the importance
of educating yourself as a salesperson, but that it doesn’t stop with you. Giuseppe explains,
“Today, it’s more about educating people on what they will need.”
What’s even more successful for Giuseppe than sales webinars is sharing industry stats and
explaining how those align with the solution they offer. His team pinpoints a few industries and
customer profiles to expand on and then makes that available via whitepaper. Giuseppe then
utilizes LinkedIn and Twitter to share these resources with customers and prospects.
“You can’t very well show a solution if you don’t listen and ask questions first.” Giuseppe
adds, “You need to deliver value upfront by speaking to a customer’s specific needs.”
When training new salespeople, Giuseppe gives them a
three-stage baseline of a sales process:
1. Listen. 2. Ask leading questions. 3. Offer the solution.
Giuseppe concludes that as important as it is to meet your quota, you will be much more
successful after you educate yourself on the solution and industry. Take the time to put
education first and reap the benefits.
Two-in-One Personality
“I really have to be two people”, Patrick Hodo, explains about his role as CTO at Red Maple. Having
sold technology for 19 years, Patrick has found a good balance between playing the “geeky technical
nerd” (his words, not ours) and being an engaging teacher in the marketing and sales process.
Prospects want and need to know the technical aspects of Red Maple’s solution. It can get
rather complicated, and as a result, Patrick helps close many sales in his role. He explains,
“One of our Partners said that companies usually bring in two people for sales calls, but I’m
proud to be a two-in-one personality.”
A few things have changed since Patrick began his career, one of which is the shift to making sales
calls and demos over the internet instead of in person. “You used to be onsite with the prospect, and
it was easier to gauge the interest of your audience because you were face to face,” says Patrick. During
online demos, Patrick shares that he really has to work toward verbal feedback. It may be easier to
show business processes but a little more difficult to engage with the customer personally.
Conducting demos used to be about showing prospects what the software does, and it was
up to the customer to figure out if it would work for them or not. “The demos I do now are
much more a perfect concept. Prospects want to see their data and processes.” Patrick continues,
“There is a lot more preparation, but in a good way. When a customer can see their data
and their process, it makes it easier to move forward. The only issue now is that with larger
companies, no ONE person does the whole process. So, you have to be able to show how you
can make one task easier and quicker, instead of one all-around process.”
That specific value proposition of streamlining tasks is what Patrick thinks is so unique
about the Microsoft Dynamics channel. “Technology solves problems, and if you can fix the
problems with a solution for the prospect, the close should come naturally,” Patrick shares.
Before addressing prospects challenges, Patrick shares that he and his team develop trust
online by sharing industry trends in the areas they cover. “We want customers to say, ‘You guys
know the business’. Being known as a thought leader only helps us gain our customers’ and
prospects’ trust,” Patrick explains.
THEPARTNERCHANNEL.COM | WINTER 2017 31

Tribridge
KEVIN ARMSTRONGI
“Research has
stated that 57% of
the selling process
is done before
prospects even
reach out to you.
So, you have to
provide value
quickly if you expect
to be the one they
will buy from.”
Evolution of
Grassroots Selling
When Kevin Armstrong, vice president of sales at Tribridge, started his career in the
late ’90s, the role of sales looked a lot different than today’s market. “We got our education
mainly via newspaper and business journals. It was what people refer to as ‘grassroots
selling;’ we paid for targeted contact lists, regularly conducted call blitzes, and smiled and
dialed all day long. Back then, we had the information buyers required, unlike today with the
internet being so pervasive,” says Kevin.
As Kevin recalls, salespeople used to be the the single source for pricelists and information,
but now buyers are conducting their own online research. Kevin adds, “Now, more
than ever, salespeople need to identify the value they can provide to the process early on.”
A lot of that value comes from deep industry knowledge. “Being exceptionally educated
in an industry helps raise the personal value equation and gets you in the door. If you’re a
generalist in today’s world, you’re going to have challenges,” says Kevin.
Industry expertise can come from years of experience, and in the Microsoft Dynamics
channel, most of the salespeople Kevin knows have been in the business for 15-20 years.
“The deeper you are into your career, the more difficult it can be to reinvent yourself. Despite
that, the salespeople who succeed in today’s market must have the desire to learn and
evolve in their approach, especially now that cloud has changed the decision making process,”
Kevin shares.
A timely example of sales evolution is the recent launch of Dynamics 365, which Kevin
calls ‘a greater challenge than Y2K.’ “Not only are you talking to buyers coming from the
platform perspective (which brings on an entirely different conversation), but this is one
product where Microsoft’s marketing engine is ahead of development,” Kevin adds. “We are
learning Dynamics 365 and coming up to speed at the same time as the Microsoft field. We
are all assessing the differences between the Enterprise and Business Editions and making
sure that we are educating buyers around the solution fit and potential functional gaps.”
Even though Dynamics 365 is in somewhat unchartered waters, Kevin is proactively
ramping up his sales and marketing teams with 30-, 60- and 90-day sales readiness plans.
These plans include ongoing conversations among sales reps and an internal consortium
of resources, such as factsheets, videos, and a company-wide frequently asked questions
(FAQ) document. Kevin explains, “It’s easy for our sales team to understand the concepts
of the solution, but how do they put it into reality? The entire team is gathering questions
they hear from people every day, and as we refine those answers, we will make the FAQ
external-facing.”
Kevin feels fortunate to have what he calls ‘the best marketing team in the business.’ He
has been working with Eve Cline, vice president of marketing at Tribridge, for many years,
and the duo has established an industry-focused structure that aligns perfectly with meeting
their sales and marketing goals. “When we aligned our sales efforts by four main industries,
we decided to realign marketing that way as well. Each sales team has a marketing partner
that covers the industry and thus has deep knowledge of that particular space,” Kevin explains.
This setup has led to more qualified leads because the credible industry professional is the
first person engaging with the prospect. This has helped Tribridge establish that trust and
provide value very early on in the engagement process.
In addition to an effective sales and marketing structure, Kevin and his team use social
media in many ways to get the word out about their webinars, discuss topical issues, and
identify relationships that can help further along any opportunity. Kevin recalls a great example,
“Via social media, we noticed that a person from one of our alliance partners was
directly connected with a CFO of a company we had a demo scheduled with. We reached
out to our alliance about the connection, educated him on the initiative, and he put in a
good word for us before our demo. This solidified winning that deal before our meeting with
the CFO.”
Share your commentary on social media:
#MakeItDyn and @PartnerChannel
32 WINTER 2017 | THEPARTNERCHANNEL.COM

NUGGETS
advice
OF
Kevin arms new reps with these golden nuggets of advice:
» Be the first to qualify, be credible, and earn the buyers’
trust.
» Qualification never stops.
» Be in the RIGHT deals.
Manage it by close ratio: close ratio high, revenue is
there.
» Always understand the compelling event.
and timeline (BANT) all they want, but you have to
articulate the difference it’s going to make to a person’s
business: Make them more money, avoid risk, justify
the expenditure and disruption to their business.
“When it comes
down to it, people
still buy from those
they know and trust.
For you to be a
trusted advisor, you
must eliminate risk
for the buyer very
early on.”
THEPARTNERCHANNEL.COM | WINTER 2017 33

MARKETING
Game.
NEW
Rules.
NEW
story by ADRIANNE MACHINA
illustration by DAVE SWANG
HOW TO STRATEGIZE TO WIN.
W
ith Dynamics 365, Microsoft has declared that its future – and your future – is in the
cloud. Dynamics 365 is not just another product offering. To quote from Microsoft’s FAQ
Guide for Partners, “Dynamics 365 is a net new proposition that combines new products,
new product capabilities, new packaging and new pricing.” In short, Dynamics 365 is a
game changer – and to win the game, you have to know the rules.
RULE #1: SOFTWARE AS A SERVICE – “THE CLOUD” – IS
HERE TO STAY.
The entire industry has shifted that direction. Increasingly, business executives want the faster implementation,
fewer hassles, and agility that the cloud offers. Microsoft is responding to customer demand and competitive pressures
by betting its future on Azure and Dynamics 365. This recurring revenue model provides a huge opportunity for your
business if you adjust your strategy to capitalize on it.
RULE #2: YOU NEED TO MOVE ON THIS NOW!
Dynamics 365 is a different business model, requiring a different approach, a different message, and a different
market than the products you sell today. Waiting for all the answers gives your competitors an advantage. You may not
be able to make all the changes you need to make right away, but it’s important to start giving serious consideration to
this future that is right in front of you.
Once you’ve accepted these two rules as being grounded in reality, it’s time to strategize how you can win business
with Dynamics 365.
USE THESE 10 QUESTIONS TO STRATEGIZE
Gather your team together for at least a day, and lock yourselves in your conference room until you can answer the
following questions. If you can’t get the answers in a day, keep setting meetings until you have your answers.
» What are your business goals?
» What will be your product/service mix? How will your product/service offerings need to change?
» How do you plan to differentiate from other Dynamics 365 Partners?
34 WINTER 2017 | THEPARTNERCHANNEL.COM

THEPARTNERCHANNEL.COM | | WINTER SPRING 2017 2016 35

» What skills do you need?
» What other resources do you need? How can you acquire them?
» What business processes do you need to adjust? How can you lower your cost of sales? How can you lower
your risk?
» Who will be your customer?
» How will your messaging need to change?
» What marketing tools, strategies, and tactics will you use to reach your goals?
» What other areas do you need to consider when you think about how you will need to evolve your business
over the coming months?
PLAY TO WIN
When you are playing a game, there are three ways to win: You can have better strategy, better execution, or
better luck. You can’t control luck. And you can’t execute without a strategy in place. So, begin with the strategy.
Set aside the time to get serious about working on your business.
Need help with your marketing strategy? You can book a FREE 30-minute brainstorming session with Adrianne by
visiting www.tornado-marketing.com/storm. You can also download this checklist as a Word document by visiting
www.tornado-marketing.com/TPC365.
36 WINTER 2017 | THEPARTNERCHANNEL.COM

Why Change
18 WINTER 2016 | THEPARTNERCHANNEL.COM
48 WINTER 2016 | THEPARTNERCHANNEL.COM
A PUBLICATION DEDICATED TO
BUILDING A COMMUNITY FOR PARTNERS
story by CHRISTOPHER ELMORE
THEPARTNERCHANNEL.COM | WINTER 2016 5
illustration by DAVE SWANG
have a unique perspective on change. On one hand, I counsel salespeople to help their clients make a
big change in the way they do business. On the other, I help accounting and finance people change a
process they have known their entire business life. Given those facts, my professional life is dedicated
to helping people change. Personally, I don’t like change and find it very difficult. Until recently,
whenever change came up in my personal or professional life, my initial reaction was simply, “NO!”
AND THEN…
It all started with a simple request by a local university to teach a course on entrepreneurship. My company was
doing well and getting a lot of attention in the community, so I thought this would be a great way to give back a little
and influence the next generation. The funny thing is I got more out of teaching the class than my students. It came
all around one word: “Why.”
IN THE PROCESS…
While I was teaching a section on messaging, I came across Simon Sinek’s Ted Talk on what he referred to as “The
Golden Circle.” I know; hang with me here. Now, I had heard about this and had known about the idea for years,
but for some reason I had never connected the principles of The Golden Circle with change management. I think
one of my hang-ups was the name. For some reason it seemed like a scheme or a network marketing program. The
Golden Circle has three levels of understanding: What, how, and why. It struck me that knowing why you need to do
something, or why something is being done, is the key to change management. The problem is, on the list of what,
how, and why, most people tend to spend the majority of time and effort on “how.”
HOW?
In corporate America, we are such “doers”; doers to the point that we have a tendency to forget about why we’re
doing what we are doing. It’s kind of like the Hatfield-McCoy feud that lasted almost 30 years. When it ended, the
families were asked why they fought each other; no one could remember. Why we do what we do – our mission – is
an important reminder that helps the tasks have meaning and purpose. How we do what we do is the means to an
end and can help our tasks be as efficient as possible.
BIG FINISH!
To make a point (you are welcome) and to be very clear about change and the importance of doing change well,
I think we have put change behind the wrong noun. When you think of helping people change, most think “change
management.” Management will help you with the “how” and not the “why.” Leadership points to “why.” I did a study
find the logo
contest
WINTER 2017
Here’s a list of places where our logo
usually appears, thus making them null and
void when it comes to this contest:
THE PARTNER CHANNEL
WINTER ® MAGAZINE
contents
2016
18
in every issue
8 NEWS
9 EVENTS
CONTRIBUTORS 10
ON THE HOMEFRONT 12 Like a Snow Globe
MEMBERS ONLY CORNER
50 T3 Information Systems
ADVERTISER INDEX 52
THE LIST 53
departments
14 LEADERSHIP
Dare to Let Go...
18 SALES
Why Change
22 MARKETING
Eyes on the Prize
34 LEADERSHIP
A New Approach to
Communication
38 MARKETING
Seven Questions to Ask
Before You Commit
features
WORD-A-GANZA 21
VAR PROFILE 26 Innovia Consulting
28 FEATURE
Partner-to-Partner Learning
at PreGAME to Summit
LOGO CONTEST 41
ISV PROFILE 42 Data Masons Software
THE GENIUS SERIES 44 Marketing Class Update
PHOTO CAPTION 48 CONTEST AND RESULTS
Table of Contents
SALES
Why Change
I
Sales, Marketing &
Leadership Intros
PHOTO CAPTION
contest
Is there a doctor in
the house? The User
Group Summits feature
“medics” that help
answer user questions.
What do you think is the
most popular question
this group of medics
received?
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.
Photo Caption
Page
THEPARTNERCHANNEL.COM | SPRING | FALL 2016 47
FALL 2016 Location
Jen Basch of Vertex SMB found the hidden logo in
Pam McGee’s “Arguing: It’s Not a Bad Thing, Right?”
article on page 47 of the Fall 2016 magazine.
t department to get its budget re-allocat
d clients have a committed marketing b
tivities if your marketing team always h
o it. If you don’t know what your marke
you figure it out.
t to try new things. Asking these sev
r marketing investments. I also recomm
you can shift dollars around and have s
t idea that you want to participate in. K
the fit isn’t right.
Contact the marketing tornado at Amach
The End of
Each Article
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!
Any graphics that have the
TPC logo as a main element
38 WINTER 2017 | THEPARTNERCHANNEL.COM
THEPARTNERCHANNEL.COM | FALL 2015 38

MARCH 12 – 15, 2017 | SEATTLE, WA
ACCESS DEEP DEVELOPER-BASED EDUCATION EXCLUSIVE
TO MICROSOFT DYNAMICS 365 FOR OPERATIONS
REGISTER TODAY AT WWW.D365TECH.COM
Save the Date for 2017
MARCH 20-22, 2017 | ANAHEIM, CA
Early Bird Deadline: January 25
www.gpugamplify.com
4-6 APRIL 2017 | AMSTERDAM
Early Bird Deadline: 12 January
www.summitemea.com
MAY 8-11, 2017 | ST. LOUIS, MO
Early Bird Deadline: March 22
www.ugfocus.com
Dynamics GP
AUGUST 7-10, 2017 | FARGO, ND
Early Bird Deadline: June 1
www.reimagine2017.com
SEPTEMBER 13-15, 2017 | TAMPA, FL
Early Bird Deadline: May 31
www.dslugconference.com
OCTOBER 10-13, 2017 | NASHVILLE, TN
Early Bird Deadline: June 29
www.dynamiccommunities.com/conferences

INTERVIEWEE
Navtej Sekhon, president
WEBSITE
www.axsource.com
VAR PROFILE
AXSource GLOBAL
The Partner Channel (TPC): Tell us about
AXSource.
Navtej Sekhon (NS): AXSource started when
two principals of the company left their former
companies. They had been in the industry,
built multiple practices/products, and felt the
need to have a boutique-sized company to
cater to both clients and Partners.
The founders had the right background
to start a new company. They started with
Axapta and Microsoft SharePoint, and later
when Microsoft bought Axapta and named
it Microsoft Dynamics AX, they changed
the practice to focus primarily on Microsoft
Dynamics AX while also offering Microsoft
Dynamics CRM and SharePoint.
AXSource is a management consulting
company with two practices: A team focused on implementation
of Microsoft Dynamics products and a team for the regulatory
consulting for the life sciences industry.
TPC: Sounds like a dynamic duo! How has that set you apart
as a Microsoft Dynamics Partner?
NS:
only Microsoft Partner with two distinct practices like this, but
the unique brainchild of the two teams is our new intellectual
property (IP) known as AXOQCS.
AXOQCS is a Microsoft Dynamics AX quality and compliance
solution for the life sciences and pharmaceutical industries to
bridge the requirements gap and design elements that are missing
Navtej Sekhon
in standard Microsoft Dynamics AX and yet are
highly required for life sciences companies.
Because of our industry focus and expertise,
we validate a lot of different solutions for life
sciences companies. After ERP is implemented,
the regulatory side of the business comes in
to validate. It was a two-step process that we
thought should be a one-step process.
Microsoft Dynamics AX is great for global
companies like life sciences businesses, but
it is missing the quality and compliance
and customizations, but that costs a lot and still
isn’t efficient as it requires a lot of validation
after the fact.
AXOQCS is a layer in Microsoft Dynamics
AX that is validated with out-of-the-box
functionality to centralize the data and take
care of all quality needs.
TPC: Can you share a few examples of the functionalities
you added to Microsoft Dynamics AX that fit life sciences
requirements?
NS: It takes away the pain of having to manually search records
paper-based processes by bringing data all into one system.
requirements, including recall management, corrective actions
and preventative actions (CAPA), electronic batch records,
yield/accountability, enhancement to customer approval,
40 WINTER 2017 | THEPARTNERCHANNEL.COM

HEADQUARTERS
Atlanta, Georgia and Ontario, Canada
PHONE
905-854-6059
EMAIL
Navtej@axsource.com
“”
“The AXSource team has always come up with innovative ideas and
key skilled resources in a timely manner. I am really impressed with the
team’s professionalism and dedication. I would highly recommend AXSource
to my circle in the Microsoft Dynamics AX world.”
Keith Wettlaufer, Director IT at Magnussen Home Furnishings
sample management enhancement, production deviation control,
and environmental and equipment control.
TPC: How can Partners team up with you on this initiative?
NS: AXSource would like to offer a partnership opportunity
to other Microsoft Partners to join us in delivering a complete
business solution to pharma and life sciences companies. Our
life sciences regulatory team can join Partners’ teams during
implementation projects to help with any issues related to
regulatory and compliance.
Currently we have formalized partnerships with two Microsoft
Partners, BDO IT Solutions in Canada and InterDyn BMI in the
United States, and we are in talks with other Partners.
Partners participating within the pharma and life sciences
verticals would connect with AXSource’s business development
team to see how they can learn more about AXOQCS, its scope
and integrating quality system requirements within Microsoft
from this solution.
TPC: Can this functionality potentially work for other verticals?
NS: The short answer is yes. Functionality such as recall management,
CAPA, and enhanced electronic signature is required for food and
beverage and other verticals where regulatory bodies such as the
FDA and Health Canada get involved.
We started with life sciences because we have the expertise inhouse.
In our years of working with other companies, we’ve been
exposed to their issues and understand this niche vertical. We
also noticed that this unique combination of business practices at
AXSource doesn’t exist elsewhere. Accounting and ERP is a classic
combo, but life sciences consulting and ERP is unique.
Quality assurance in life sciences companies function as an
independent department. When choosing an ERP, companies
make the mistake of failing to include or consult the quality
department. This results in compliance issues, unforeseen
problems with implementation, and more. We know from
experience it is better to include the quality department from
the very beginning.
for those companies.
TPC: How has the launch of Dynamics 365 affected what you offer
at AXSource?
NS: When Microsoft Dynamics AX 7 was launched, we moved
AXOQCS to the cloud, but not much else has changed with Dynamics
365. AXOQCS is still available as a complete solution for life sciences,
but we’ve had to make it available in app form and break up the pieces
of functionality into six components. We have the recall management
component ready and available out on AppSource, with the rest soon
to come.
TPC: In line with this magazine’s theme, what has changed the
most at AXSource over the years, and what has stayed the same?
NS: Our focus is changing. Microsoft has been trying to push
Partners to go vertical for a while now, and we see that everywhere in
the tech world. Universal software is over, and everything has a very
niche focus.
horizontal. It was just last year that we saw the opportunity to shift
into the life sciences space as an ISV under the AXOQCS name. We
are still a VAR, but now we are an ISV as well.
THEPARTNERCHANNEL.COM | WINTER 2017 41

LEADERSHIP
SHIFTING FROM
ACCOUNTABILITY TO OWNERSHIP
OF YOUR
Customers’ Problems
story by PAM McGEE
illustration by SHAWN OLSON
W
ith the on-premises options for Microsoft Dynamics, the downloadable wizards, the
cloud technologies, and many more changes, software leaders may be faced with a shift
from accountability of software technologies to ownership of business problems and
processes.
Once while in a meeting with a CIO in education, we were trying to assist students in
their online orientation processes. There was a complete split in the room. The technologist on one side of the table
taking accountability for the software capabilities and flaws, and the business leaders on the other side of the table
taking accountability for the business process, practice, and policies around the students’ experience with online
orientation.
At the end of the meeting, some leaders who took a middle-ground view (the great connectors to me) were
saying, “We can’t separate the accountability of the technology and the accountability of the process; we all need to
OWN the customer experience in a digital world.” That was in 2007 and in education (which we all agree is typically
decades behind with their processes and technologies).
On the other hand, while in Chicago with a small software company, the CEO was sitting in the boardroom and
said, “No more split; we need to OWN the customers’ successes. NO more split between who is technical and
who is a business person. Either you’re both, or you probably don’t fit in my company and with my customers.”
(He said it much nicer than that; however, those were his undertones). That was 2003 when his company adopted
the CRM practice.
Both situations clearly identify what it is like to be accountable for your expertise, which per se is not a bad thing,
but is missing the ownership piece that the customer expects and now software companies may rely on for margins.
It’s a service business, not a product deployment margin-driven success model as it once was.
What is the difference between accountability and ownership? Luckily, the lines are blurred so we can have
both. Accountability means that there is a champion, who at the end of the day will be the person you talk
to (or blame, in some cases) for the situation. We often say, “who’s accountable”, meaning who did not get
something done. We also say, “the problem around here is there is no accountability”, meaning that the lines
of clear accountability have blurred, and it’s easy to say, “that is her team’s job, not mine.” Which, by the way, is
only typically said when someone does not like a task or doesn’t know how to do the task, or worse yet, doesn’t
want to do the task. “It’s not my accountability” is rarely said when there is something “cool” to be done. The
accountability world pits people against each other because we are all so busy that we try to “push” work to other
teams that we just don’t have time to do.
Recently at a client site, there was a disagreement between the marketing team and the education team on who
should own the lunch and learn. It was part marketing, part marketing education, and part education. If those
leaders had “white space” or extra time on their calendar, it would not have even been a discussion point; however,
we all know those days of white space and lunchroom breaks are long gone. In some cases, the leaders bend and
42 WINTER 2017 | THEPARTNERCHANNEL.COM

THEPARTNERCHANNEL.COM | | WINTER SPRING 2017 2016 43

44 WINTER 2017 | THEPARTNERCHANNEL.COM
take on extra work “pushed” from another department because they feel accountable. But the outcome of doing
that can be pent up frustration and resentment. It also can result in deep diving into a personality conflict. Now,
all of a sudden, someone who was always perfectly “fine” in your eyes has a “personality flaw” because they didn’t
do what you wanted or didn’t pay you back for a favor. Sometimes accountability means you just give the answer,
knowing full well that your answer was not useful or didn’t even come close to fixing the problem…but it was an
answer, right? Your accountability is over. Don’t misunderstand that all accountability is “bad”. More often than not,
it is good because as a project manager, clear accountability for deadlines and task completion is nirvana to me;
however, as I work with more seasoned project managers, we have switched from task completion to ownership
of the customer solution, meaning that the task really isn’t done unless it helps the customer reach success. Just
because the software is live doesn’t mean the customer is successful.
So, what is ownership? Ownership is a culture shift, a philosophy, a mission, and most often, a personal intrinsic
drive to serve. In the book “The Florence Prescription: From Accountability to Ownership”, author Joe Tye encourages
healthcare facilities to think like Florence Nightingale. Florence owned the soldiers’ recovery in the Crimean War. She
owned their successful return to society, whether it be providing them with books so they could learn and feel valued
or stitching a wound. Ownership does not have job description lines or territorial walls; it has a team of people with
expertise driving to serve the customer and own their success. “Their”, in this case, is customers’ success.
Now you may be saying, and rightfully so, “BUT, if we own the success of the customer, how are we going to
get paid, who is going to know what to do if there are no job descriptions or clear lines of accountability?” Fair
questions! However, when employees at Zappos own the customers’ experience and success, they are not afraid to
do what they do best in their discipline, engage others that can help (without worry of job description walls), and
drive for solution, not just activity, until they solve the problem.
Ownership is when you multiply the effects of others on your team and across the company. Liz Wiseman, author
of “The Multiplier Effect: Tapping the Genius Inside Our Schools”, has some great information on how companies
diminish (unintentionally) team members’ ability to “own” the success of the company. For example, isn’t it a great
idea to have a LOT of ideas as a leader? YES! On the flip side, if the leader is the only one with ideas that ever get
heard or tried, we enable people on our team to feel that “coming up” with an idea to “solve” the problem is only the
leader’s job. What a bottleneck, and worse yet, what a waste of great talent.
On the other hand, Wiseman encourages companies to own the environment but “play fewer chips”. Meaning that
the leader gets a certain number of poker chips to use in a meeting, and the poker chips indicate how many times
they can solve a problem or be accountable, but the team gets unlimited chips and owns the problem. Ownership is
about “finding the genius” in everyone and helping move forward profitability, with high customer satisfaction and
an engaged team. Practically speaking, ownership is about saying to your customer, “If we could solve one problem
for you, what is it, and why is it important to you?” Maybe they will say, “Help me hire better people, account for my
financials better, get to market faster, become more efficient, etc.”
Someone in the software business has been given a gift. If software can own the success in those categories,
bring in the right people, processes, and automation, their business opportunities have just expanded well beyond
double-click implementation margins. A culture of ownership is also one that starts with the company senior
leaders owning the employee experience. It is not a soft culture where everyone gets to do whatever they want.
Rather, it is a culture where senior leaders feel a sense of obligation to their employees to ensure they have the right
resources, working environment, time off, family life, pay, social relationships, and freedom to grow. When asking
300 Gen Zers what they wanted most from an employer who was inspiring, they did not say, “entitlement”; they said
“RIGOR”. They want to know they have to work hard and that they own the problem, but they also want to know
that they are valued and respected and not on the lowest rung of the corporate ladder. Moving from a culture of
accountability to a culture of ownership requires a mind shift first, behavior second, and supporting systems third.
For example, to shift mindset, the senior leadership team (or you, as a leader, even if the big dogs are not on board)
can begin by taking ownership of the employee experience. Don’t be just accountable for a paycheck (which by all
means is important), but be accountable for how rewarding your company is to employees and how valued they feel.
Watch this video on the leadership crisis*, and see what Barry Wehmiller has to say about the new company metric, in
addition to ROI, sales, revenue, and margin. The new company metric is employee divorce rates. Wehmiller feels that
ownership of the employee experience goes beyond accountability to results; it goes to ownership of an employee’s
ability to be the best parent, the best spouse/partner, the best person in the community they serve.
Second after the mind shift is the behavior shift. Knowing all of this is right is probably not arguable; however,
the real shift happens when each of us are faced with a choice to support the new mind set and we choose to act,
even if it doesn’t feel comfortable. For example, I have dealt with a certain record keeper for years, and his standard
answer is why we “cannot” do something. I respect that we have to keep records in education. I respect the fact that

we have to uphold policy because we are
spending government dollars, but what
I don’t respect is when someone “says”
all the right things and the words are in
support; however, the answer is never
really a fix-it for the student because at
that time when faced with a choice to go
the extra mile to fix it, the person relies on
old habits. It can be uncomfortable to try
something new or to be afraid you’re not
the expert; on the other hand, when the
culture shifts, if we don’t have a growth
mindset, not just a goal orientation of
“I answered the email and have a clean
inbox”, ownership is impossible.
Thirdly, supporting systems; this is
where the rubber meets the road. A
person cannot have a culture of ownership
on their team or in their company if they
do not solemnly believe a service heart
wins and makes money. When faced with
this employee challenge of service and
ownership, try to find some examples of
companies that serve and win – Amazon,
Zappos, Netflix, and many more. Show
your team Simon Sinek’s “Why Leaders
Eat Last” video (https://www.youtube.
com/watch?v=ReRcHdeUG9Y). Empathy
and perspective win. Just show it to your
team and have a discussion.
As you shift from accountability to
ownership, your opportunities and
responsibilities enlarge. You have the
ability to help serve the customer in many
more ways than the traditional software
implementation model. Is it easy to shift
gears within your organization? Shifting
gears is a term that means to slow down
the car, change direction, and make an
abrupt change. However, if you never
shift the gear of the car, either manually
(intentional) or automatically (nonintentional,
but built into the culture
already), you may find yourself in second
gear when your competition is in overland
drive or high gear. Switching gears is easier
than you think; the process shift means
that people have the ownership of the
problem, not just the accountability for
the work. Once you have a mind shift and
a behavior change mentality, the processes
will start shifting gears automatically. The
hiring process will go from “hiring the best
of the worse” candidate in a labor shortage
to “owning the problem” and finding a way
to get the work done until you can find the hire that fits the ownership mentality and is someone
you really want to holistically care for inside your team and your company. It is person-centered,
results-orientated, and full of possibility.
As Florence Nightingale might have said today if she were alive, “Patient-centered healthcare:
Why do we even have to say that. Is there any other kind?”
*(https://video.search.yahoo.com/yhs/search?fr=yhs-iry-fullyhosted_003&hsimp=yhs-fullyhosted_003&hs
part=iry&p=bob+w+leadership+crisis#id=1&vid=0da290843d7cc6ae5291f73599e2d438&action=click)
THEPARTNERCHANNEL.COM | WINTER 2017 45

INTRODUCING
Class of
2016
2017
Once again, marketers excel into genius! These professionals from the
Microsoft Dynamics Partner community are taking on nine months of
learning, networking, and professional development with The Genius
Series. Meet each student and see what they’re already taking away
from the sessions…
What do you think of The Genius Series so far?
“The Genius Series has provided me with the fundamentals necessary to
excel as a marketer in the Partner ecosystem. We are given the opportunity to
hear from marketing leaders each month that cover engaging topics such as
nurture marketing and killer marketing plan tactics. Our speakers continue
to provide useful content and have provided exceptional feedback in helping
me to create a successful Partner roadmap for my organization.”
BRITTANY SHELLEY
Partner Marketing
Coordinator at AvidXchange
Who do you consider a genius, and what would you discuss
with him/her?
“Without a question, Mary Wells Lawrence! She was one of the most
influential women in advertising, transforming the industry and laying the
path for powerful women in a male-dominated industry. I’d love to hear her
story, how she thinks advertising has changed today, and what she classifies
as her aha! moment.”
What do you think of The Genius Series so far?
“The Genius Series provides high-quality content that is always relevant
and timely to my positon. I find value in each session and am able to put the
information to use right away. The speakers are always knowledgeable and
provide industry-specific examples that are applicable to my target market. I
would recommend the program to any marketer in the ERP space looking to
increase their knowledge or simply to gain fresh ideas from industry leaders.”
HANNAH HORNING
Partner Marketing
Coordinator at AvidXchange
Who do you consider a genius, and what would you discuss
with him/her?
“Dr. Ramachandran is a neuroscientist and M.D. who is doing some of
the most important work in psychological science and the medical field. The
brain is one of the most powerful tools, and we virtually know nothing about
it. I would love to sit down with him and discuss the cases he’s studied over
the years.”
46 WINTER 2017 | THEPARTNERCHANNEL.COM

The Genius Series is available
ON DEMAND! Gain access to 18+
hours of marketing expertise
whenever you please. Visit
www.thepartnerchannel.com/
the-genius-series for more
information.
SARAH PAVLIK
Marketing Director at
The Portal Connector
What do you think of The Genius
Series so far?
“The Genius Series is a great venue to
affirm the strategies that I know, take in
new information, and get inspired with new
ideas. There is a great balance between
marketing theory and practical application,
with an abundance of examples that helps
get the creative thoughts flowing. The
Genius Class is an IDEA place for me, with
strong tactics to support execution. I am
thoroughly enjoying this opportunity.”
Who do you consider a genius, and
what would you discuss with him/
her?
“Malcolm Gladwell’s insights amaze me,
and I find his books captivating. I would
discuss life and adventure, having dreams
and keeping them real, and imagining the
next 10 years.”
Nominate yourself or
a colleague to win a
scholarship for next year’s
class at www.surveymonkey.
com/r/TGSNom2017.
Nominations are open
through April 14, 2017.
THANK YOU to the
Experts Who Make
It All Possible
OCTOBER
Presenter: Barbara Pfeiffer, The Partner Marketing Group
Topic: Nurture Marketing and Lead Follow-Up
Mentor: Tania Konczynski, JOVACO Solutions
NOVEMBER
Presenter: Cheryl Salazar, The Partner Marketing Group
Topic: Marketing Plan Tactics and Budget Planning
Mentor: Amy Spencer, AKA Enterprise Solutions
DECEMBER
Presenter: Megan Buntain and Lauren Parker,
Buntain and Partners
Topic: Amplify Digital Marketing
JANUARY
Presenter: Kelleigh Tegels Nelson, Avalara
Topic: Professional Branding and LinkedIn
Mentor: Barbara Pfeiffer, The Partner Marketing Group
FEBRUARY
Presenter: Adrianne Machina, Tornado Marketing
Topic: Social Media
Classes run through June 2017. If you wish to serve as a
mentor or presenter, please reach out to Bethany Foyt at
Bethany@thepartnerchannel.com.
THEPARTNERCHANNEL.COM | WINTER 2017 47

INTERVIEWEE
Warwick Leitch, COO
WEBSITE
www.calumo.com
HEADQUARTERS
Plano, Texas and Sydney, Australia
ISV PROFILE
CALUMO
DID YOU KNOW? CALUMO is a three-syllable word pronounced: CA + LOO + MO
CALUMO is derived from Keleuma (kel-yoo-mah), a Greek word meaning the song, chant, or command given by the
chief oarsmen that gives power and rhythm to the rowers. In the same vein, CALUMO empowers people, facilitating
unification and collaboration to achieve optimum performance.
The Partner Channel (TPC): What was the
launching point for CALUMO?
Warwick Leitch (WL): The founders were
all accountants who hated doing repetitive
tasks. Even though we had mastered Lotus
and Microsoft Excel, there was no really good
business intelligence (BI) tool out there for
accountants. We dabbled in code, became
programmers, and built the beautiful solution
that is CALUMO today. Today, our focus
hasn’t changed – we help accountants and
analysts do their job easier and faster.
TPC: Tell me more about the solutions you
have for Microsoft Dynamics.
WL: CALUMO is a BI and corporate
performance management (CPM) platform that streamlines
reporting, budgeting, and forecasting.
Our accelerators connect directly into Microsoft Dynamics in
the cloud or on-premises. In just a couple of hours, CALUMO
frees users of reporting and budgeting pain. We load up their data,
accelerators connect to the Microsoft Dynamics suite, and data
for analytical reporting, budgeting, and forecasting is ready to go.
What’s driving the implementation of CALUMO is that
organizations are struggling with a multitude of disconnected
ERP systems. Presently we are working with a shipping
manufacturer who has Microsoft Dynamics GP, QuickBooks,
Warwick Leitch
and Deltek. CALUMO consolidates that data,
and saves their team hundreds of hours each
year.
TPC: You focus specifically on BI for finance.
Why do you take that approach versus a big
data focus?
WL: “BI for finance” is what we know and do
really well. The majority of our team has either
been CFOs or controllers in their previous
roles – so we understand the pains and agonies
experienced in organizations that spend far too
much of their time in Excel crunching numbers.
Other solutions just aren’t as evolved,
especially when it comes to the specific needs
of finance. For example, Management Reporter
in Microsoft Dynamics GP is okay, but it has limitations.
Accountants often need to get their general ledger (GL) data and
mesh it with accounts payable (AP) and accounts receivable (AR)
and other data. To do this, they need to use a third-party tool
like CALUMO or deal with Excel. As many accountants know
all too well, using Excel leads to living in “Excel Hell”. CALUMO
takes them out of that and automates those processes.
Post-CALUMO, these same accountants now spend their
time analyzing the data, not working out how to use Excel.
That said, although finance has always been our bread and butter,
we are focusing on chief marketing officers (CMOs) in 2017.
48 WINTER 2017 | THEPARTNERCHANNEL.COM

PHONE
214-387-6030
EMAIL
Wleitch@calumo.com
ESTABLISHED
1995
“”
“CALUMO has removed the reliance on key resources to create reports from
legacy systems. No longer do I have people saying:
‘I like this report, but can you just move this column, I like this report, but can you
expand that summary line’, because they can do it themselves.”
Rachel Waters, Finance Systems Manager, Mantra Group
TPC: As a marketer, that’s music to my ears! When can Partners
expect to hear more?
WL: We are aiming to provide marketing teams – in February 2017 –
with the same level of experience and tools that finance teams have
enjoyed all these years.
TPC: How are the pains of an accountant similar to the pains of
a marketer?
WL: CMOs use Excel to tie their customer data together with their
behavioral analytics and marketing analytics data. Potentially,
hundreds of data-creating systems are used in the marketing
department. All of the data is siloed and difficult to access. CALUMO
eliminates those BI challenges in the same way we help accountants
by centralizing and automating the data collection, calculations, and
aggregation.
TPC: In your experience, what has been the biggest change you’ve
seen in BI?
WL: Users are a lot more educated than they once were. Excel used
to be the only tool. There weren’t many options to choose from,
and it never occurred to anyone to spend more time on reporting
than anything else. Today, companies know they need BI to be more
competitive and stay successful.
TPC: What has stayed the same over the years?
WL: You would not believe the number of companies and accountants
still using Excel for reporting and budgeting. I’m talking for the past
30 years! I have come across workbooks as large as 150MB. Now
that’s a lot of data for Excel to handle.
For many users, Excel is safe, and it’s what they know, so I get why
it’s such a difficult change to make. But data catches up with you.
Companies start out small, but they grow, and the amount of data
grows, and the Excel workbooks and spreadsheets get out of control.
TPC: What do customers like most about you and your products?
WL: We’re part of an international survey each year that compares
us against other products, and we always win important categories.
In 2016, CALUMO was top-ranked in seven categories, including:
Customer Satisfaction, Competitive Win Rate, Operational BI, Cloud
BI, Vendor Support, Implementer Support, and Product Satisfaction.
We were voted as a leader in five categories: Collaboration,
Competitive Win Rate, Implementer Support, Performance
Satisfaction, and Flexibility for the User.
We earn these accolades because of CALUMO’s ease of use,
fast implementation timeframes, and the fact that it’s geared for
accountants and analysts in any department.
Collaboration not only when budgeting, but also when reporting is another
huge value customers rave about with our product. CALUMO makes data
sharable between employees, ensuring everyone is on the same page.
CALUMO is so easy, too; people love it!
TPC: In addition to CMOs, what else are you focusing on in 2017?
WL: We’re constantly updating performance and enhancing the
accelerator interface to be more user-friendly as well as improving
our connectors to the latest releases, including Dynamics 365.
TPC: What do you like most about the Microsoft Dynamics community?
WL: I’ve worked in other Partner networks, and it has always seemed
a little cutthroat. The Microsoft Dynamics channel is so different. I
actually get along with our competitors. If a customer isn’t a good fit
for CALUMO, I will send them to our competitor who has a product
that is a good fit. We’re constantly seeing opportunities that turn into
new customers. The channel is full of nice people, and Microsoft is
much more Partner-friendly than some other technology vendors.
It’s also a big community with a small feel. I love going to events
and catching up with buddies. It feels like we all really look out for
each other.
THEPARTNERCHANNEL.COM | WINTER 2017 49

PHOTO CAPTION
contest
Congratulations to Chris Dew, Andrii
Butenko, Ulrik Carlsson, and Gus
Gonzalez for their award-winning app
idea during the Innovation Challenge at
eXtremeCRM 2016 in Newport Beach.
What do you think they want to create?
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 WINTER 2017 | THEPARTNERCHANNEL.COM

PHOTO CAPTION
contest
results
Thanks for playing
last issue’s contest!
Our winner is...
“Hey, did you hear about
that guy who raised
$55,000 on Kickstarter
to make potato salad?
Can we get our products
on there?”
Anya Ciecierski of CAL
Business Solutions, Inc.
Multi-Carrier
Parcel and
LTL Shipping
designed for
seamless
integration with
Dynamics AX
NMB Solutions works with Dynamics AX
partners and clients internationally. Our
reputation for excellence is based upon
our professionalism, expertise and
dedication to client satisfaction. It is our
pleasure to assist you in reviewing your
Multi-Carrier parcel and LTL integration
requirements and demonstrate the
benefits of our solution.
Provide high volume parcel shipping
Reduce shipping time per package
Provide more efficient packing and
shipping operations, reducing costs
Deliver shipping charge estimates to
customers
Automate AES Filing for international
shipments
CARRIER ENGINE INTEGRATION
Seamlessly integrate Kewill,
ProShip and popular parcel and
LTL carriers with Dynamics AX
RATE SHOPPING
Compare rates for parcel and LTL
right from the sales order, quote
or our packing workbench
MULTIPLE AX VERSIONS
Our solutions support AX 2009
and up (WMS/WHS)
PROFESSIONAL SERVICES
Let our experts help you with
parcel and LTL management, with
or without our solution
NMB Solutions Canada Inc.
Christopher Morgan, Director
(613) 315-5780
info@nmbsolutions.ca
Reseller of Kewill Flagship and
Clippership Multi-Carrier Engines
and supporting products
Reseller of ProShip
Multi-Carrier Engine and
supporting products
Contact us for a demo. Visit us at www.nmbsolutions.ca
Follow us on Twitter (@nmbsolutions)
THEPARTNERCHANNEL.COM | WINTER 2017 51

MEMBERS ONLY CORNER
Member
Profile
Ken Chartrand,
COO
Encore Business Solutions has been helping businesses worldwide drive efficiency and sustainable
success since 1990. Its customers are treated to an exceptional experience that includes awardwinning
solutions, strategic services, and long-term support. More than 100 experienced business
and technology professionals guide Encore’s customers through all phases of ERP, CRM, business
intelligence, IT infrastructure and cloud adoption. Today, Encore has more than 450 ERP and CRM
customers and thousands of users of its custom-developed solutions. Encore’s diverse team of
employees serves clients from one of three offices in Western Canada or remotely from locations across
Canada and the U.S. Learn more at www.encorebusiness.com.
What do you most enjoy about the winter months in Winnipeg, Manitoba, Canada?
I really enjoy the calm of the winter and prefer a day that is sunny and cold rather than warm and rainy.
Some of my favorite winter activities are snowmobiling, watching hockey games, and making a fire while
spending quality time with family and friends.
What is your favorite thing your role at Encore?
I have a tremendous amount of respect for the people that I work with every day. It’s wonderful to see
the growth from when someone started to where they are now and how they have evolved in their role
and leadership skills as well as how they apply the company values to make the organization better. I also
enjoy the opportunity to work with our customers and experience “cool moments”, which is when our
team starts with an idea that comes together and proves to be successful for the customer.
What tips do you have for keeping a business running during a major time of change?
I do believe that change is constant. There are certain times when there are a lot of changes, and a lot of time
when there are fewer changes. We are a company focused on “what’s next”, which includes strategic planning and
taking calculated risks. It’s good to work through “what-if” scenarios so you are prepared to react appropriately,
and it also helps you think of things you may not have thought of before, which is beneficial for everyone involved.
What are your company resolutions for 2017?
Our constant goal is to “be better tomorrow” and focus on how we can operate and get better every day
to make the lives of our customers better, too.
What is the most beneficial aspect of The Partner Channel’s membership program for your
company and why?
The membership program really gives our company a view on the ecosystem, and it is a way for us to keep
current on products we work with every day. The other thing that I appreciate is a membership with The Partner
Channel benefits everyone in our organization, not just one person at the company. Our team can individually
take something away from reading the magazine and can participate in learning opportunities that are offered.
Congratulations!
The following Microsoft Dynamics Partners are celebrating their membership anniversary with The Partner Channel this quarter:
2006
JANUARY
» The TM Group Inc.
2007
JANUARY
» Rimrock Corporation
2008
JANUARY
» Dynamic Communities
» Lighthouse Business Information
Solutions, LLC
2009
JANUARY
» Eclipse Computing, Inc.
FEBRUARY
» RoseASP
2012
JANUARY
» NetStandard, Inc.
2014
FEBRUARY
» InfoGrow Corporation
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 to the right 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.
52 WINTER 2017 | THEPARTNERCHANNEL.COM

THANK YOU TO OUR SPONSORS
PLATINUM SPONSORS GOLD SPONSORS SILVER SPONSORS
Binary Stream
Binary Stream – an award winning,
software vendor (ISV) – has been
Microsoft Dynamics GP.
Blue Moon Industries
integration, chargeback management,
manifest entry and tracking.
eOne Solutions
Greenshades Software
Greenshades tackles challenges and
Integrity Data
Integrity Data is a leader in technology
NjevityToGo
at www.PowerGPOnline.com!
Dynamics GP
Altec
Rockton Software
®
Sana Commerce
integration with Dynamics GP.
WithoutWire Inventory Sciences
RoseASP
Jet Reports
ImageTag
transactional content management
that integrates directly with
Microsoft Dynamics GP.
CAI Dynamics
DiCentral
Fastpath
Journyx
tracking for Microsoft Dynamics.
k-eCommerce
integrated with Microsoft Dynamics ,
Mekorma
Vicinity Manufacturing
Nolan Business Solutions
SAVE THE DATE: AUGUST 7-10, 2017 | FARGO, ND
WatServ
WatServ is the global leader for hosted

ADVERTISER INDEX
Admiral Consulting. . . . . . . . . . . . . . . . . . . . . . . . . 54
Altec. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
BatchMaster Software, Inc. .................. 37
Business Computers (Time Matrix) ........... 33
ClickDimensions ........................... 25
Corporate Renaissance Group ................ 3
Data Resolution ............................. 6
DataSelf ................................... 21
Dynamic Communities ..................39, 53
Emergence. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
eXtremeCRM . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Greenshades ............................... 13
k-eCommerce. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
NMB Solutions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51
Paramount WorkPlace ...................... 29
The Portal Connector ........................ 4
Vicinity Manufacturing, Inc. . . . . . . . . . . . . . . . . . 76
WithoutWire Inventory Sciences
(formerly Appolis) ...................... 75
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Be a hero in your client’s eyes! Advanced Allocations from
Admiral dramatically reduces time spent on allocations, letting
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54 WINTER 2017 | THEPARTNERCHANNEL.COM

The List MOBILE
Solutions at your fingertips
thelistmobile.com
Search for the products and services you need
with the Mobile version of The List!
Table of Contents
Industry.......................Page 56
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
Apparel/Footwear
RedTail Solutions
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.
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.
Sana Commerce
www.sana-commerce.com • 646-362-0432
Sana Commerce
Through 100% seamless integration,
our e-commerce solution leverages
existing ERP business logic and data
in powerful, user-friendly web stores.
Chemicals
BatchMaster Software, Inc.
www.batchmaster.com/dynamics-gp/
overview.aspx • 949-583-1646 ext. 266
BatchMaster Manufacturing for
Microsoft Dynamics GP
Our process manufacturing application
is embedded within MS
Dynamics GP, offering industry specific
R&D Lab, Formulation, Quality,
Production, Compliance, Costing,
Planning, Scheduling, and Warehousing
functionality.
Horizons International
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
www.vicinitymanufacturing.com
770-421-2467
Vicinity
Vicinity’s ERP software manages formulation,
quality control, compliance,
production and planning for process
manufacturers in the Food/Beverage,
Chemical, Cosmetic, Paint, Personal
Care and Pharmaceutical industries
Construction
AvidXchange, Inc.
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.
Consumer Packaged
Goods
Business Systems Integrators
www.BusinessSysInteg.com • 866-871-2097
EDI
BSI provides superior EDI solutions
for AX & GP, both on-premise & SaaS.
Data Masons Software
www.datamasons.com/thelist • 866-575-1631
Vantage Point EDI for
Dynamics
EDI Made Simple for Dynamics: ERP
integration without customization.
DSI Global
www.dsiglobal.com • 816-416-5000
NEW: DSI ScanWorkX for
Dynamics AX
The DSI ScanWorkX solution speeds the
automation of data collection, including
tracking, reporting and productivity
functions. Mobile-first solutions to
meet changing business needs and
transform your supply chain.
HighJump
www.HighJump.com/AccellosOneWMS
708-287-4026
NEW: AccellosOne WMS
AccellosOne WMS is an advanced
warehouse management solution with
integrated shipping and dashboard
analytics for eCommerce Distributors,
CPG, and more. Hundreds of customers
across the entire suite of Dynamics ERPs.
HighJump Software
www.truecommerce.com • 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®
www.lanhamassoc.com
678-379-4200 ext. 105
ACE - Advanced
Commerce ERP
EDI, Compliance, VAN, ASN, Shipping,
Carrier Manifest, Labels, Bar-Coding,
WMS, Forecasting & Replenishment.
Best of breed built in NAV, replacing 7
disparate solutions. Seamless simplicity.
110,000+ users worldwide.
RedTail Solutions
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.
www.acom.com/solutions/ms-dynamicsgpgreat-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
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
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
www.ariett.com • 781-826-1120
Ariett Cloud Purchase and
Invoice Automation with
Payment Processing
One solution to manage indirect spending
for every Contract, Requisition, AP
Invoice, Expense Report and Payment
for Dynamics. Gain upfront control,
visibility and savings from any mobile
device, laptop or desktop.
Business Systems Integrators
www.BusinessSysInteg.com • 866-871-2097
EDI
BSI provides superior EDI solutions
for AX & GP, both on-premise & SaaS.
CALUMO, Inc.
www.calumo.com • 214-387-6030
CALUMO - Reporting,
Budgeting & Forecasting
CALUMO is THE single tool for reporting,
budgeting & forecasting all Accountants
love. CALUMO combines web/mobile/
Excel/Word/PowerPoint to create &
distribute ad-hoc analysis, reports,
dashboards & planning templetes .
Datahaven for Dynamics
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
www.docstar.com • 888-docSTAR
docSTAR eclipse Smart
AP Automation
docSTAR is the premier AP automation
solution provider. SaaS or on-premises
deployment options. Mobile access.
Intelligent data capture. Advanced
workflow. Microsoft Dynamics ERP
integration.
Emergence
www.emergencecorp.com • 441-295-0913
Advanced Account Control
for Microsoft Dynamics GP
Easily manage large multi-segmented
charts of accounts. AAC allows rule
based management of valid account
numbers & segment combinations.
Includes enhanced account lookup, auto
account roll-out & account replication.
eRequester by Paperless Business
Systems
spendwise.ly/eRequester4MSD
206-256-0771 ext. 123
eRequester
Industry leading web procurement,
expense management, inventory &
receiving, and AP automation. Top rated
& trusted for over 17 years.
EthoTech, Inc.
www.ethotech.com • 678-384-7500 ext. 1
Commission Plan
Calculate, pay and track all variable compensation,
including Sales Commissions,
Bonuses, Royalties, Rebates and SPIFFS.
Effortlessly create and modify commission
plans, and then quickly distribute
reports by e-mail.
KEY: Dynamics AX Dynamics GP Dynamics NAV Dynamics SL Dynamics CRM Online Trial Available Mobile Enabled 365 Dynamics 365 3650 Dynamics 365 for Operations 365F Dynamics 365 for Financials
56 WINTER 2017 | THEPARTNERCHANNEL.COM

Greenshades Software
Nodus Technologies, Inc.
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
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.
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.
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.
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.
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.
www.ktlsolutions.com • 866-960-0001
Business Intelligence (BI)
Leveraging SQL Server, SharePoint, and
Office on a single platform, Microsoft’s
BI solution empowers decision-making
that moves your business forward.
KTL Solutions, Inc.
www.ktlsolutions.com • 866-960-0001
Development - Microsoft
Dynamics GP/CRM/xRM
20 yrs developing GP customizations
(Dexterity, .Net), Source Code Developers,
Experts with CRM/xRM as a platform
creating customized experiences.
Sub-contractor rates to other resellers.
Liaison Software Corp
www.liaisonsc.com • 800-811-4618 ext. 201
NEW: 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).
www.nodus.com/epay_advantage.html
909-482-4701
ePay Advantage with PayFabric
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.
www.nodus.com/estore_solution_stack.html
909-482-4701
eStore Solution Stack
with PayFabric
Go beyond a shopping cart with a
feature-rich, automated and fully integrated
ecommerce solution. Securely
take orders from our PCI certified B2B,
B2C, and sales portal web site with attractive
responsive web design.
Nodus Technologies, Inc.
www.nodus.com/products.html • 909-482-4701
Credit Card Advantage and CRM
Charge with PayFabric
Securely process credit cards and
ACH within Dynamics GP or CRM and
store credit card info in a PCI-certified
cloud using PayFabric. Includes batch
processing & reporting tools. Optional
AutoPay and customer portal.
Panatrack, Inc.
www.panatrack.com • 262-361-4950
PanatrackerGP Field
Sales & Inventory
Extend GP to capture sales transactions
at the point of activity.
PaperSave
www.PaperSave.com • 877-727-3799
PaperSave
PaperSave is a complete document
management, electronic workflow and
invoice automation solution, Certified for
Microsoft Dynamics GP, SL, AX, & CRM.
Paramount WorkPlace
www.ParamountWorkPlace.com
800-725-4408
Paramount WorkPlace
Spend Management
Intuitive Web-based & Mobile Spend
Management Solutions. Requisition
& Procurement, and Expense solutions
that are easy for employees, effective for
management, powerful for accounting.
Paramount WorkPlace
www.ParamountWorkPlace.com
800-725-4408
Paramount WorkPlace Requisition
& Procurement
Requisition, PunchOut, Check Request,
Budget Compliance, RFQ, PO Generation,
Receiving, Invoice Matching & Vendor
Contract Compliance, Robust Approvals
Engine .
ReQlogic
www.reqlogic.com • 734-302-2316
ReQlogic
ReQlogic is a browser-based employee
productivity suite providing solutions
for eProcurement, requisitions, AP
Automation, time & expense, and
advanced workflow.
Solver
www.solverglobal.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.
www.willoware.com • 888-339-4556 ext. 1
Dynamics GP PowerPack
Over 90 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
Computer Business Solutions, Inc.
365F
www.cbsi-corp.com/oil • 972-612-1122 Ext: 120
NEW: Microsoft Dynamics NAV Oil
& Gas Field Service | OGFS
Everything you need for Oilfield Service:
Equipment Rental, Maintenance, Mobile
Field Ticket Apps, Reservations, Simple
Jobs, Special Pricing & Invoicing,
Transport & Disposal, and More. V4 in
NAV2017,Coming to D365.
Finance/Banking
Emergence
www.emergencecorp.com • 441-295-0913
Advanced Account Control
for Microsoft Dynamics GP
Easily manage large multi-segmented
charts of accounts. AAC allows rule
based management of valid account
numbers & segment combinations.
Includes enhanced account lookup, auto
account roll-out & account replication.
Food and Beverage
Altec
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.
ASC Software
www.ascsoftware.com • 937-429-1428
ASCTrac
Award winning, scalable Warehouse
Management Solutions (WMS) designed
for Distribution, Manufacturing & 3PL
operations of any type. Over 25 years
of experience in the Food/Beverage
industry.
BatchMaster Software, Inc.
www.batchmaster.com/dynamics-gp/
overview.aspx • 949-583-1646 ext. 266
BatchMaster Manufacturing for
Microsoft Dynamics GP
Our process manufacturing application
is embedded within MS
Dynamics GP, offering industry specific
R&D Lab, Formulation, Quality,
Production, Compliance, Costing,
Planning, Scheduling, and Warehousing
functionality.
Blue Horseshoe
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.
Business Systems Integrators
www.BusinessSysInteg.com
866-871-2097
EDI
BSI provides superior EDI solutions
for AX & GP, both on-premise & SaaS.
Horizons International
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®
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.
INDUSTRY
KEY: Dynamics AX Dynamics GP Dynamics NAV Dynamics SL Dynamics CRM Online Trial Available Mobile Enabled 365 Dynamics 365 3650 Dynamics 365 for Operations 365F Dynamics 365 for Financials
THEPARTNERCHANNEL.COM | WINTER 2017 57

Healthcare
Lean Manufacturing
INDUSTRY
RedTail Solutions
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.
Sana Commerce
www.sana-commerce.com • 646-362-0432
Sana Commerce
Through 100% seamless integration,
our e-commerce solution leverages
existing ERP business logic and data
in powerful, user-friendly web stores.
Vicinity Manufacturing
www.vicinitymanufacturing.com
770-421-2467
Vicinity
Vicinity’s ERP software manages formulation,
quality control, compliance,
production and planning for process
manufacturers in the Food/Beverage,
Chemical, Cosmetic, Paint, Personal
Care and Pharmaceutical industries .
WithoutWire
www.withoutwire.com • 612-343-0404
WithoutWire TM Warehouse
WMS Barcode mobile traceable lot
serial tracked inventory for Process
Discrete MO Manufacture Distributor
Food Beverage Supply Chain ship EDI.
Government Contracting
DATABASICS, Inc.
365F
www.data-basics.com • 800-599-0434
NEW: DATABASICS Time, Expense
& Invoice Reporting — Employee
Management Solutions
Global, Mobile & Easy, Travel Expense,
Timesheet & Leave Mgmt. processing.
Streamline Projects, DCAA, Budget
Tracking Reqs w/ a single solution.
Unanet Technologies
www.unanet.com • 703-689-9440
Unanet Project Portfolio
Resource planning, time/expense
tracking & project accounting for GP/SL.
Business Computers Software, Inc.
www.business-computers.com • 303-494-9390
Time Matrix
Time Clock that integrates with Dynamics
GP PR, HR, PA, & Manufacturing.
Integrated Software, Inc.
www.isiusa.com • 321-984-1986
Health Care Management
Billing and Financial Management for
Home Health and Long Term Care.
InterDyn BMI
www.erp4health.com • 866-264-3249
ERP4Health®
Financial Management Software powered
by Microsoft Dynamics.
Sierra Workforce Solutions
www.sierraws.com • 800-822-0973
NEW: Sierra Workforce
Solutions
Dynamics ERP time & attendance solutions
optimizing productivity and data
integration for payroll, job costing &
HR. Advanced scheduling and ACA
reporting options. Biometric, badge,
WEB, PC or mobile time clocks.
High Tech and Electronics
Red Maple 3650
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.
Insurance
Emergence
www.emergencecorp.com • 441-295-0913
Advanced Account Control
for Microsoft Dynamics GP
Easily manage large multi-segmented
charts of accounts. AAC allows rule
based management of valid account
numbers & segment combinations.
Includes enhanced account lookup, auto
account roll-out & account replication.
EthoTech, Inc.
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.
HighJump
www.HighJump.com/CollectForGP
734-748-9291
NEW: AccellosOne
Collect for GP
The only warehouse management
system that shares the GP database
and posts transactions in real-time.
Automate pick, pack, ship, and more.
Integration with GP MFG, Vicinity and
Horizons. Over 400 GP customers.
Life Sciences
Arbela Technologies
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!
AXSource
www.AXOQCS.com • 404-902-9218
Quality & Compliance
for Life Science
Integrated ERP solution for compliance
to meet FDA, Health Canada, EU and
cGMP requirements for Life Sciences.
Manufacturing
Altec
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.
Amerdian
www.amerdian.com/products/productconfigurator
• 804-595-2295 ext. 104
Product Configurator
Configure Products on Quote/Order
w/ Part dependencies, Pricing role up
and auto creation of Production or
Assembly BOM.
Arbela Technologies
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
www.ascsoftware.com • 937-429-1428
ASCTrac
Award winning, scalable Warehouse
Management Solutions (WMS) designed
for Distribution, Manufacturing & 3PL
operations of any type. Over 25 years of
experience in both process & discrete
manufacturing.
BatchMaster Software, Inc.
www.batchmaster.com/dynamics-gp/
overview.aspx • 949-583-1646 ext. 266
BatchMaster Manufacturing for
Microsoft Dynamics GP
Our process manufacturing application
is embedded within MS
Dynamics GP, offering industry specific
R&D Lab, Formulation, Quality,
Production, Compliance, Costing,
Planning, Scheduling, and Warehousing
functionality.
Bond Consulting Services
www.BondConsultingServices.com
562-988-3451
Microsoft Dynamics
ERP & CRM Solutions for
Manufacturing & Distribution
The go-to team of trusted advisors
moving you forward with Microsoft
Dynamics ERP and CRM solutions for
SMB and Enterprise.
Business Computers Software, Inc.
www.business-computers.com • 303-494-9390
Time Matrix
Time Clock that integrates with Dynamics
GP PR, HR, PA, & Manufacturing.
Data Masons Software
www.datamasons.com/thelist • 866-575-1631
Vantage Point EDI for
Dynamics
EDI Made Simple for Dynamics: ERP
integration without customization.
docSTAR
www.docstar.com • 888-docSTAR
docSTAR eclipse Smart
AP Automation
docSTAR is the premier AP automation
solution provider. SaaS or on-premises
deployment options. Mobile access.
Intelligent data capture. Advanced
workflow. Microsoft Dynamics ERP
integration.
KEY: Dynamics AX Dynamics GP Dynamics NAV Dynamics SL Dynamics CRM Online Trial Available Mobile Enabled 365 Dynamics 365 3650 Dynamics 365 for Operations 365F Dynamics 365 for Financials
58 WINTER 2017 | THEPARTNERCHANNEL.COM

DSI Global
www.dsiglobal.com • 816-416-5000
NEW: DSI ScanWorkX for
Dynamics AX
The DSI ScanWorkX solution speeds the
automation of data collection, including
tracking, reporting and productivity
functions. Mobile-first solutions to
meet changing business needs and
transform your supply chain.
HighJump
www.HighJump.com/CollectForGP
734-748-9291
NEW: AccellosOne
Collect for GP
The only warehouse management
system that shares the GP database
and posts transactions in real-time.
Automate pick, pack, ship, and more.
Integration with GP MFG, Vicinity and
Horizons. Over 400 GP customers.
HighJump Software
www.truecommerce.com • 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.
Liaison Software Corp
www.liaisonsc.com • 800-811-4618 ext. 201
NEW: 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).
Manufacturing Resource
Partners
www.mrpconsulting.com • 562-547-6156
Dynamics GP Manufacturing
Consulting
The Dynamics GP implementation team
at Manufacturing Resource Partners is
one of the most experienced available.
Each of our consultants has 12 to 24
years of manufacturing and operations
management experience.
Sana Commerce
www.sana-commerce.com • 646-362-0432
Sana Commerce
Through 100% seamless integration,
our e-commerce solution leverages
existing ERP business logic and data
in powerful, user-friendly web stores.
Sierra Workforce Solutions
www.sierraws.com • 800-822-0973
NEW: Sierra Workforce
Solutions
Dynamics ERP time & attendance solutions
optimizing productivity and data
integration for payroll, job costing &
HR. Advanced scheduling and ACA
reporting options. Biometric, badge,
WEB, PC or mobile time clocks.
Vicinity Manufacturing
www.vicinitymanufacturing.com
770-421-2467
Vicinity
Vicinity’s ERP software manages formulation,
quality control, compliance,
production and planning for process
manufacturers in the Food/Beverage,
Chemical, Cosmetic, Paint, Personal
Care and Pharmaceutical industries
WilloWare, Inc.
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.
www.willoware.com • 888-339-4556 ext. 1
MO Generator
MO Gen integrates external Mfg systems
into GP Mfg. Creates, schedules,
and releases MO's. Builds pick lists and
receives and posts MO receipts .
WithoutWire
www.withoutwire.com • 612-343-0404
WithoutWire TM Warehouse
WMS Barcode mobile traceable lot serial
tracked inventory for Process Manufacture
MO Distributor Food Beverage Pharma
Chemical CPG ship EDI.
Media and Entertainment
Eclipse Computing, Inc
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
AvidXchange, Inc.
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.
Paramount WorkPlace
www.ParamountWorkPlace.com
800-725-4408
Paramount WorkPlace Requisition
& Procurement
Requisition, PunchOut, Check Request,
Budget Compliance, RFQ, PO Generation,
Receiving, Invoice Matching & Vendor
Contract Compliance, Robust Approvals
Engine
Unanet Technologies
www.unanet.com • 703-689-9440
Unanet Project Portfolio
Resource planning, time/expense
tracking & project accounting for GP/SL.
Oil and Gas
Computer Business Solutions, Inc.
365F
www.cbsi-corp.com/oil • 972-612-1122 Ext: 120
NEW: Microsoft Dynamics NAV Oil
& Gas Field Service | OGFS
Everything you need for Oilfield Service:
Equipment Rental, Maintenance, Mobile
Field Ticket Apps, Reservations, Simple
Jobs, Special Pricing & Invoicing,
Transport & Disposal, and More. V4 in
NAV2017,Coming to D365.
Pharmaceuticals
ASC Software
www.ascsoftware.com • 937-429-1428
ASCTrac
Award winning, scalable Warehouse
Management Solutions (WMS) designed
for Distribution, Manufacturing & 3PL
operations of any type. Over 25 years
of experience in the Pharmaceutical &
Medical industries.
AXSource
www.AXOQCS.com • 404-902-9218
Quality & Compliance for Pharma
Fully integrated ERP solution for global
regulatory compliance requirements.
Features: CAPA, Recall Management,
Enhanced e-Signature, e-Batch Records
& Regulatory Reporting.
Horizons International
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.
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.
Paramount WorkPlace
www.ParamountWorkPlace.com
800-725-4408
Paramount WorkPlace Requisition
& Procurement
Requisition, PunchOut, Check Request,
Budget Compliance, RFQ, PO Generation,
Receiving, Invoice Matching & Vendor
Contract Compliance, Robust Approvals
Engine
Professional Services
DATABASICS, Inc.
365F
www.data-basics.com • 800-599-0434
NEW: DATABASICS Time, Expense
& Invoice Reporting — Employee
Management Solutions
Global, Mobile & Easy, Travel Expense,
Timesheet & Leave Mgmt. processing.
Streamline Projects, DCAA, Budget
Tracking Reqs w/ a single solution.
JOVACO Solutions Inc.
www.jovaco.com
888-988-3535 ext. 122
JOVACO Project Suite
Project management solution with a
project accounting module, web-based
time & expense application and planning
tool. Top features: extensive reporting,
multi-company & currency, integration
to SOP, POP & inventory .
Unanet Technologies
www.unanet.com • 703-689-9440
Unanet Project Portfolio
Resource planning, time/expense
tracking & project accounting for GP/SL.
Publishing
Eclipse Computing, Inc
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.
INDUSTRY
KEY: Dynamics AX Dynamics GP Dynamics NAV Dynamics SL Dynamics CRM Online Trial Available Mobile Enabled 365 Dynamics 365 3650 Dynamics 365 for Operations 365F Dynamics 365 for Financials
THEPARTNERCHANNEL.COM | WINTER 2017 59

Real Estate
Software Manufacturers
INDUSTRY
AvidXchange, Inc.
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.
Retail
Arbela Technologies
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!
Panatrack, Inc.
www.panatrack.com • 262-361-4950
PanatrackerGP Field
Sales & Inventory
Extend GP to capture sales transactions
at the point of activity.
Panatrack, Inc.
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.
Red Maple 3650
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 3650
www.redmaple.com • 972-980-6963
Red Maple's Advanced
Credit Cards
PCI validated CC solution native to AX
and Retail for AX. We integrate to 13+
processors. Take payments in SO, AR
or Projects. Tokenization is available.
Process CC in multiple countries. Handle
complex transactions.
Red Maple 3650
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.
Staffing/Recruiting
Dynamics ATS
www.DynamicsATS.com • 855-726-6661
Applicant Tracking System for
Microsoft Dynamics CRM
Quickly locate and attract talent, improve
candidate experience, collaborate, make
better decisions, efficiently manage
the entire talent acquisition process &
generate insightful reporting.
Joesoftware Inc.
www.joesoftware.com • 780-990-0220
Recruitment Accelerator
Web-based recruiting mgmt, resume
collection & on-boarding accelerator.
Transportation
Selective Software Inc
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.
Warehouse Management
ASC Software
www.ascsoftware.com • 937-429-1428
ASCTrac
Award winning, scalable & highly configurable
WMS designed for Distribution,
Manufacturing & 3PL operations of any
type. Over 25 years of experience in
advanced distribution solutions.
DSI Global
www.dsiglobal.com • 816-416-5000
NEW: DSI ScanWorkX for
Dynamics AX
The DSI ScanWorkX solution speeds the
automation of data collection, including
tracking, reporting and productivity
functions. Mobile-first solutions to
meet changing business needs and
transform your supply chain.
FASCOR
www.fascor.com • 513-421-1777 ext. 103
FASCOR WMS
Warehouse management systems
providing tier 1 functionality for SMB
businesses. Industry leading Dynamics
GP integration offers rapid deployment,
seamless integration and real ROI.
HighJump
www.HighJump.com/AccellosOneWMS
708-287-4026
NEW: AccellosOne WMS
AccellosOne WMS is an advanced
warehouse management solution with
integrated shipping and dashboard
analytics for eCommerce Distributors,
CPG, and more. Hundreds of customers
across the entire suite of Dynamics ERPs.
HighJump
www.HighJump.com/CollectForGP
734-748-9291
NEW: AccellosOne
Collect for GP
The only warehouse management
system that shares the GP database
and posts transactions in real-time.
Automate pick, pack, ship, and more.
Integration with GP MFG, Vicinity and
Horizons. Over 400 GP customers.
Lanham Associates®
www.lanhamassoc.com
678-379-4200 ext. 105
ACE Warehousing©
Receiving, picking, shipping, realtime
inventory in NAV via wireless devices.
Also grows to license plating, serial no.
tracking & production output registration.
Panatrack, Inc.
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.
Tasklet Factory
www.taskletfactory.com • +45 96 354 500
Mobile WMS for Microsoft
Dynamics AX/NAV
Mobile WMS is a user-friendly Mobile
Warehouse Management solution with
on/offline mode that integrates with
standard Microsoft Dynamics AX/NAV.
WithoutWire
www.withoutwire.com • 612-343-0404
WithoutWire TM Warehouse
WMS Barcode mobile traceable lot serial
tracked inventory for Manufacture
Distributor Pharma Chemical CPG Food
Field Service tech job ship EDI.
Wholesale Trade:
Durable Goods
HighJump Software
www.truecommerce.com • 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.
Learn why George with Cal Business Solutions likes The List:
The Partner featured for the ISV Partner Profile is randomly selected
from those Partners participating in The List. To learn more about
“I personally love The The List List contact and utilize Jane@thepartnerchannel.com.
it often in back of magazine. The List helps me find the
best solution, and read about other solutions that I may need at a later time.”
George Mackiewicz, President, CAL Business Solutions
KEY: Dynamics AX Dynamics GP Dynamics NAV Dynamics SL Dynamics CRM Online Trial Available Mobile Enabled 365 Dynamics 365 3650 Dynamics 365 for Operations 365F Dynamics 365 for Financials
60 WINTER 2017 | THEPARTNERCHANNEL.COM

Horizontal
Accounting
Corporate Renaissance Group
www.crgroup.com/AATools • 613-232-4295
NEW: 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.
Emergence
www.emergencecorp.com • 441-295-0913
Advanced Account Control
for Microsoft Dynamics GP
Easily manage large multi-segmented
charts of accounts. AAC allows rule
based management of valid account
numbers & segment combinations.
Includes enhanced account lookup, auto
account roll-out & account replication.
Encore Business Solutions
www.encorebusiness.com • 888-898-4330
ePayStub for Canadian Payroll
ePaystub for Canadian Payroll is a seamless
extension to Dynamics GP Canadian
Payroll that allows users to email out
employee Payslips with an email that
is password protected.
Affordable Care Act
Reporting
AIM Technologies
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.
Greenshades Software
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
www.integrity-data.com/software/
aca-compliance/ • 888-786-6162
Integrity Data ACA
Compliance Solution
A 360 o reporting & tracking engine that
makes ACA compliance a non-issue.
Automatically tracks eligibility, tests
affordability, and generates, prints and
e-files Form 1095-C/ 1094-C.
Integrity Data
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 work exactly the
way you want and need it to!
Sierra Workforce Solutions
www.sierraws.com • 800-822-0973
NEW: Sierra Workforce
Solutions
Dynamics ERP time & attendance solutions
optimizing productivity and data
integration for payroll, job costing &
HR. Advanced scheduling and ACA
reporting options. Biometric, badge,
WEB, PC or mobile time clocks.
Analytics
Arbela Technologies
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!
DataSelf
www.dataself.com • 888-910-9802
DataSelf Analytics
Tableau, a data warehouse and 5,000
KPIs for Dynamics ERP/CRM.
Encore Business Solutions
www.encorebusiness.com
888-898-4330 ext. 2336
Project Tracking with
Advanced Analytics
Creates a seamless connection between
a company’s financial transactions &
project revenue & expenses. Easily
assign project info. from within GP at
the time of transaction entry.
Encore Business Solutions
www.encorebusiness.com
888-898-4330 ext. 2336
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.
Automation
Paramount WorkPlace
ParamountWorkPlace.com/solutions/
travel-and-expense/ • 800-725-4408
Paramount WorkPlace
Expense
Mobile Entry & Approvals, OCR, Google
Maps, Receipt Attachment, Rule Engine,
Credit Card & Banking Integration,
Real-Time Cash Advances, On-Account
Balance, Expense Split, GL Distribution,
Open Payment Sunshine Act.
Barcode Data Collection
DSI Global
www.dsiglobal.com • 816-416-5000
NEW: DSI ScanWorkX for
Dynamics AX
The DSI ScanWorkX solution speeds the
automation of data collection, including
tracking, reporting and productivity
functions. Mobile-first solutions to
meet changing business needs and
transform your supply chain.
HighJump
www.HighJump.com/CollectForGP
734-748-9291
NEW: AccellosOne
Collect for GP
The only warehouse management
system that shares the GP database
and posts transactions in real-time.
Automate pick, pack, ship, and more.
Integration with GP MFG, Vicinity and
Horizons. Over 400 GP customers.
MT Mobility
www.mt-mobility.com/
641-753-5999 ext. 151
MT Mobility
Mobile WMS and barcode data collection
software for Dynamics AX and NAV.
Panatrack, Inc.
www.panatrack.com • 262-361-4950
PanatrackerGP for Fixed Assets
Bar Code data capture extending GP
Fixed Asset module to manage assets.
Panatrack, Inc.
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.
Budgeting
CALUMO, Inc.
www.calumo.com • 214-387-6030
CALUMO - Reporting,
Budgeting & Forecasting
CALUMO is THE single tool for reporting,
budgeting & forecasting all Accountants
love. CALUMO combines web/mobile/
Excel/Word/PowerPoint to create &
distribute ad-hoc analysis, reports,
dashboards & planning templetes
Centage
www.centage.com • 508-948-0066
NEW: Budget Maestro by Centage
Budget Maestro is an easy-to-use budgeting
and forecasting solution seamlessly
integrated with Micrsoft Dynamics
AX,GP,NAV, and SL that automates the
time consuming and error-prone tasks
associated with spreadsheets.
Corporate Renaissance Group
www.crgroup.com/budgeting
613-232-4295
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.
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
www.dynamicbudgets.com • 650-332-6650
Dynamic Budgets
Now available for NAV! Replace Forecaster
with an easier, more robust budgeting
tool which is up and running in 2
hours! Give your staff real-time drill
down reporting on transactions and
eliminate Excel chaos.
Solver
www.solverglobal.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
CALUMO, Inc.
www.calumo.com • 214-387-6030
CALUMO - Reporting,
Budgeting & Forecasting
CALUMO is THE single tool for reporting,
budgeting & forecasting all Accountants
love. CALUMO combines web/mobile/
Excel/Word/PowerPoint to create &
distribute ad-hoc analysis, reports,
dashboards & planning templetes
DataSelf
www.dataself.com • 888-910-9802
DataSelf Analytics
Tableau, a data warehouse and 5,000
KPIs for Dynamics ERP/CRM.
HORIZONTAL
KEY: Dynamics AX Dynamics GP Dynamics NAV Dynamics SL Dynamics CRM Online Trial Available Mobile Enabled 365 Dynamics 365 3650 Dynamics 365 for Operations 365F Dynamics 365 for Financials
THEPARTNERCHANNEL.COM | WINTER 2017 61

HORIZONTAL
deFacto Global, Inc.
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.
Edgewater Fullscope 3650
www.fullscope.com
Email: ReportingandBI4AX@fullscope.com
NEW: Reporting and BI
Accelerator for Dynamics AX
Simplify Dynamics AX Reporting and BI,
while leveraging your existing Microsoft
investment, with Fullscope’s cost effective
reporting solutions.
Flexible Solutions
www.GPReportsViewer.com
212-254-4112 ext. 1
GP Reports Viewer
Easily & quickly print/email Crystal/SRS/
Excel reports directly from Dynamics
GP. Replace existing GP reports, link
reports directly to GP and 3rd party
windows, pass parameters to reports
directly from fields in GP.
Halo BI
www.halobi.com • 888-300-0219
Halo BI
Analytics and BI platform for self-service
supply chain planning and data discovery.
Enterprise scaled, rapidly implemented,
data secured. Analyze, decide and plan
faster than ever before. See demo live
on halobi.com
KTL Solutions, Inc.
www.ktlsolutions.com • 866-960-0001
Business Intelligence (BI)
Leveraging SQL Server, SharePoint, and
Office on a single platform, Microsoft’s
BI solution empowers decision-making
that moves your business forward.
Solver
www.solverglobal.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 Process
Management
ACOM Solutions, Inc.
www.acom.com/solutions/ms-dynamicsgpgreat-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
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
www.docstar.com • 888-docSTAR
docSTAR eclipse Smart
AP Automation
docSTAR is the premier AP automation
solution provider. SaaS or on-premises
deployment options. Mobile access.
Intelligent data capture. Advanced
workflow. Microsoft Dynamics ERP
integration.
JAT Computer Consulting, Inc.
www.jatnet.com/JBC.htm
888-525-8874 ext. 462
JAT Benefits Connect (JBC)
JBC communicates enrollment data to
carriers and insurance providers.
Check Printing
Liaison Software Corp
www.liaisonsc.com • 800-811-4618 ext. 201
NEW: Liaison Messenger DD
Batch email password protected Direct
Deposit Statements to Employees.
Trans-Micro, Inc.
www.checkfactory.com • 800-749-2335
Check Factory Visual Series
v5 for Dynamics GP and SL
MICR check and forms printing software
solution with automatic signatures on
checks. Designed to replace the need
to purchase pre-printed checks and
forms. Check Factory works inside
Dynamics GP and SL.
Collaboration Platform
Higher Logic
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.
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.
Red Maple 3650
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.
www.acom.com/solutions/ms-dynamicsgpgreat-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
www.altec-inc.com • 800-997-9921 ext. 1255
doc-link Integrated Document
Management
doc-link electronic document solutions
support compliance mandates.
Arbela Technologies
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
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.
Greenshades Software
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
www.integrity-data.com/software/
aca-compliance/ • 888-786-6162
Integrity Data ACA
Compliance Solution
A 360 o reporting & tracking engine that
makes ACA compliance a non-issue.
Automatically tracks eligibility, tests
affordability, and generates, prints and
e-files Form 1095-C/ 1094-C.
Credit Card/Check
Processing
Century Business Solutions
www.ebizcharge.com/ • 888-500-7798
NEW: EBizCharge for
Microsoft Dynamics
Process payments in CRM, NAV and
GP using the secure payment gateway
EBizCharge. Unlimited batch history and
reports. Online bill pay portal.
ChargeLogic
www.chargelogic.com • 877-292-2520
ChargeLogic Payments
Leading PCI validated credit card &
payment processing solution for NAV.
Integrated Software, Inc.
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.
Integrated Software, Inc.
www.isiusa.com • 321-984-1986
Check Processing
Electronic Check Processing integrated
with SOP and Cash Receipts.
k-eCommerce
www.k-eCommerce.com
855-k-eCommerce
Azox CCE
Secure, PA-DSS ACH/credit card solution
with batch processing and ability
to store sensitive data off site with
tokenization.
KEY: Dynamics AX Dynamics GP Dynamics NAV Dynamics SL Dynamics CRM Online Trial Available Mobile Enabled 365 Dynamics 365 3650 Dynamics 365 for Operations 365F Dynamics 365 for Financials
62 WINTER 2017 | THEPARTNERCHANNEL.COM

Data Integration
Document Management
Nodus Technologies, Inc.
www.nodus.com/products.html
909-482-4701
Credit Card Advantage and CRM
Charge with PayFabric
Securely process credit cards and
ACH within Dynamics GP or CRM and
store credit card info in a PCI-certified
cloud using PayFabric. Includes batch
processing & reporting tools. Optional
AutoPay and customer portal.
Red Maple 3650
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 3650
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.
Credit Management
Sable37
www.sable37.com/ax-add-ons/ • 336-207-6800
Advanced Credit Control
Pro-active credit control activities
and new account risk scoring. 1-stop
screen for Credit Officers. Automatic
block orders at multiple points with
multiple Credit Hold types. Dynamic
release of Holds.
Encore Business Solutions
www.encorebusiness.com
888-898-4330 ext. 2336
Project Tracking with
Advanced Analytics
Creates a seamless connection between
a company’s financial transactions &
project revenue & expenses. Easily
assign project info. from within GP at
the time of transaction entry.
Data Management
Corporate Renaissance Group
www.crgroup.com/changer • 613-232-4295
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.
Distribution
Arbela Technologies
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!
HighJump
www.HighJump.com/CollectForGP
734-748-9291
NEW: AccellosOne
Collect for GP
The only warehouse management
system that shares the GP database
and posts transactions in real-time.
Automate pick, pack, ship, and more.
Integration with GP MFG, Vicinity and
Horizons. Over 400 GP customers.
KTL Solutions, Inc.
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®
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.
NETSTOCK
www.netstock.co • 602-418-6045
NETSTOCK
Optimize your inventory with a smart,
affordable SaaS app built to minimize
stock-outs, reduce excess stock, and
produce optimal orders fast!
ACOM Solutions, Inc.
www.acom.com/solutions/ms-dynamicsgpgreat-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
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
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.
HORIZONTAL
Customer Relationship
Management
Encore Business Solutions
www.swiftrm.com • 888-898-4330
SwiftRM
Your express route to relationship
management in the cloud! A preconfigured
Dynamics CRM environment
designed for ease of use and deployed
in 3 days. Priced on a per user/month
basis, starting at $65.
Visionary Software
Consulting, Inc.
crm-rules.com • 877-276-1942
CRM Rules for Microsoft
Dynamics CRM
Add JavaScript to CRM forms w/o coding.
More powerful than Business Rules.
ASC Software
www.ascsoftware.com • 937-429-1428
ASCTrac
Award winning, scalable WMS for
Distribution, Manufacturing & 3PL
operations. Over 25 years of features
& functions built-in.
Blue Horseshoe
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.
HighJump
www.HighJump.com/AccellosOneWMS
708-287-4026
NEW: AccellosOne WMS
AccellosOne WMS is an advanced
warehouse management solution with
integrated shipping and dashboard
analytics for eCommerce Distributors,
CPG, and more. Hundreds of customers
across the entire suite of Dynamics ERPs.
StockIQ Technologies
www.stockiqtech.com • 720-420-7946
Intelligent Supply Chain Planning
Inventory analytics, forecasting, &
multi-site replenishment designed
for Distribution, Manufacturing & 3PL
operations.
WilloWare, Inc.
www.willoware.com • 888-339-4556 ext. 1
Dynamics GP PowerPack
Over 90 Enhancements to GP, based
upon customer requests. Enhances
virtually every part of the GP System.
Make GP more intuitive, easier to use!
docSTAR
www.docstar.com • 888-docSTAR
docSTAR eclipse Smart
AP Automation
docSTAR is the premier AP automation
solution provider. SaaS or on-premises
deployment options. Mobile access.
Intelligent data capture. Advanced
workflow. Microsoft Dynamics ERP
integration.
DocuPhase
www.DocuPhase.com • 727-441-8228 ext 626
DocuPhase
DocuPhase is a powerful business process
automation, document management,
intelligent capture, analytics, and web
forms platform. We provide packaged
AP, Purchase Requisition, time/expense
processes and more.
KEY: Dynamics AX Dynamics GP Dynamics NAV Dynamics SL Dynamics CRM Online Trial Available Mobile Enabled 365 Dynamics 365 3650 Dynamics 365 for Operations 365F Dynamics 365 for Financials
THEPARTNERCHANNEL.COM | WINTER 2017 63

HORIZONTAL
Esker Inc
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
www.greenshades.com • 888-255-3815 ext. 2
Greenshades Online
Employee Services
Streamline your HR processes. Our
Employee Services module makes benefit
sign-up easy and our web based portal
eliminates the need to print employee
documents and paystubs.
Liaison Software Corp
www.liaisonsc.com • 800-811-4618 ext. 201
NEW: 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).
PaperSave
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.
www.info.avalara.com/TheList • 877-780-4848
Avalara for Sales Tax
Automation
Automate and eliminate the complexity
of sales tax management with
Avalara. A cloud-based sales and use
tax calculation, exemption certificate
management, filing and remittance
solution for Microsoft Dynamics.
Century Business Solutions
www.ebizcharge.com/ • 888-500-7798
NEW: EBizCharge for
Microsoft Dynamics
Process payments in CRM, NAV and
GP using the secure payment gateway
EBizCharge. Unlimited batch history and
reports. Online bill pay portal.
ChargeLogic
www.chargelogic.com • 877-292-2520
ChargeLogic Connect
Easy ecommerce integration w/ NAV.
PCI-compliant cloud payment solution.
Clarity Ventures
365
www.clarity-ventures.com/ecommerce
800-928-8160
NEW: Clarity eCommerce
Fully custom, scalable enterprise eCommerce
integrated with Dynamics for the
best possible digital experience. Built
in customized reporting, SEO, business
intelligence and comprehensive
administration features.
HighJump
www.HighJump.com/AccellosOneWMS
708-287-4026
NEW: AccellosOne WMS
AccellosOne WMS is an advanced
warehouse management solution with
integrated shipping and dashboard
analytics for eCommerce Distributors,
CPG, and more. Hundreds of customers
across the entire suite of Dynamics ERPs.
k-eCommerce
www.k-eCommerce.com • 855-k-eCommerce
k-eCommerce
A versatile, integrated B2B, B2C and
Sales Portal eCommerce solution
deployed in our PCI DSS certified
cloud or on premise. Built-in CMS with
SEO, responsive design, multilingual/
multicurrency.
Malibu Commerce
www.malibucommerce.com • 213-891-0630
M-Connect and Magento
M-Connect fully integrates Microsoft
NAV with Magento, one of the top
E-Commerce platforms. This guarantees
that we will exceed your customer’s
on-line expectations in both B2B and
B2C in a secure way.
Nodus Technologies, Inc.
www.nodus.com/estore_solution_stack.html
909-482-4701
eStore Solution Stack
with PayFabric
Go beyond a shopping cart with a
feature-rich, automated and fully integrated
ecommerce solution. Securely
take orders from our PCI certified B2B,
B2C, and sales portal web site with attractive
responsive web design.
Sana Commerce
www.sana-commerce.com • 646-362-0432
Sana Commerce
Through 100% seamless integration,
our e-commerce solution leverages
existing ERP business logic and data
in powerful, user-friendly web stores.
Vertex SMB 3650
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.
www.aimcom.com • 586-439-0300
AIM Vision AutoSys
EDI, AIAG barcode labels, Demand Mgmt,
Release Acctg., MMOG-LE/TS16949.
Business Systems Integrators
www.BusinessSysInteg.com • 866-871-2097
EDI
BSI provides superior EDI solutions
for AX & GP, both on-premise & SaaS.
Data Masons Software
www.datamasons.com/thelist
866-575-1631
Vantage Point EDI for
Dynamics
EDI Made Simple for Dynamics: ERP
integration without customization.
HighJump Software
www.truecommerce.com • 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®
www.lanhamassoc.com
678-379-4200 ext. 105
ACE - Advanced
Commerce ERP
EDI, Compliance, VAN, ASN, Shipping,
Carrier Manifest, Labels, Bar-Coding,
WMS, Forecasting & Replenishment.
Best of breed built in NAV, replacing 7
disparate solutions. Seamless simplicity.
110,000+ users worldwide.
Lanham Services
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
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.
South Anna, Inc.
www.southannasoftware.com • 804-316-9660
401K Data Interchange
Transmit your 401K collection data
from Payroll electronically to your
investment bank.
South Anna, Inc.
www.southannasoftware.com • 804-316-9660
Positive Pay
Perform Positive Pay from AP and Payroll
to your issuing bank.
Electronic Document
Delivery (Email)/Faxing
ACOM Solutions, Inc.
www.acom.com/solutions/ms-dynamicsgpgreat-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
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
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
www.liaisonsc.com • 800-811-4618 ext. 201
NEW: 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).
KEY: Dynamics AX Dynamics GP Dynamics NAV Dynamics SL Dynamics CRM Online Trial Available Mobile Enabled 365 Dynamics 365 3650 Dynamics 365 for Operations 365F Dynamics 365 for Financials
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Equipment Maintenance
Computer Business Solutions, Inc.
365F
www.cbsi-corp.com/oil • 972-612-1122 Ext: 120
NEW: Microsoft Dynamics NAV Oil
& Gas Field Service | OGFS
Everything you need for Oilfield Service:
Equipment Rental, Maintenance, Mobile
Field Ticket Apps, Reservations, Simple
Jobs, Special Pricing & Invoicing,
Transport & Disposal, and More. V4 in
NAV2017,Coming to D365.
Exchange Rates
Olympic Systems, Inc.
www.projectcost.net • 206-547-5777 ext. 119
Exchange Rate Import
The Exchange Rate Import tool is an
essential extension to the Currency
Management Module for Microsoft
Dynamics GP. This unattended, automated
one-step process directly
updates rates to GP Currency Tables.
Expense Solutions
Ariett
www.ariett.com • 781-826-1120
Ariett Cloud Travel and
Expense Reporting
For employees on the go, from any
device, Ariett simplifies the capture
of out-of-pocket expenses, receipts,
credit card transactions, VAT, Mileage,
workflow and trip approval, with seamless
Dynamics integration.
DATABASICS, Inc.
365F
www.data-basics.com • 800-599-0434
NEW: DATABASICS Time, Expense
& Invoice Reporting — Employee
Management Solutions
Global, Mobile & Easy, Travel Expense,
Timesheet & Leave Mgmt. processing.
Streamline Projects, DCAA, Budget
Tracking Reqs w/ a single solution.
DynamicPoint
www.dynamicpoint.com • 844-396-7647
SharePoint Expense
Reimbursement Solution
Exclusively for Microsoft Dynamics
Streamline employee expense reimbursement
with seamless integration
to Dynamics. Out of the box integration
with Budgeting, Credit Cards, Google
Maps, Project Accounting, Analytical
Accounting & More!
eRequester by Paperless Business
Systems
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
www.gorillaexpense.com • 877-973-6737
Gorilla Expense
Gorilla Expense time & expense solution
includes mobile apps, corp. credit card
integration, project accounting, multicurrency,
VAT/GST capture & integration
with GP, NAV, AX & SL. Can be deployed
as SaaS or On-Prem
Joesoftware Inc.
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.
Olympic Systems, Inc.
www.mytimeandexpense.com
206-547-5777 ext. 119
my Time & Expense
My Time & Expense is a mobile app that
allows users to enter, track and submit
their time sheets and expense reports
via their smart phones.
Paramount WorkPlace
ParamountWorkPlace.com/solutions/
travel-and-expense/ • 800-725-4408
Paramount WorkPlace
Expense
Mobile Entry & Approvals, OCR, Google
Maps, Receipt Attachment, Rule Engine,
Credit Card & Banking Integration,
Real-Time Cash Advances, On-Account
Balance, Expense Split, GL Distribution,
Open Payment Sunshine Act.
ReQlogic
www.reqlogic.com • 734-302-2316
ReQlogic Expense
Management
ReQlogic’s Expense Management
module enables employees to enter
expense reports using a browser or
mobile interface, or Import expense
transactions from a bank or credit card
account. Real time integration.
Field Service
Management
Computer Business Solutions, Inc.
365F
www.cbsi-corp.com/oil • 972-612-1122 Ext: 120
NEW: Microsoft Dynamics NAV Oil
& Gas Field Service | OGFS
Everything you need for Oilfield Service:
Equipment Rental, Maintenance, Mobile
Field Ticket Apps, Reservations, Simple
Jobs, Special Pricing & Invoicing,
Transport & Disposal, and More. V4 in
NAV2017,Coming to D365.
FieldConnect, Inc.
www.fieldconnect.com • 949-428-1540
FieldConnect Mobile
Workforce Solutions
FieldConnect is an end-to-end solution
for workforce mobilization. Electronic
work orders & timesheets, dispatch
software, and customer portals are
directly integrated with Microsoft
Dynamics for maximum efficiency.
Shining Brow Software
Shiningbrow.com • 414-258-3400
The Service Manager
Solution for field service organizations
that install, service, and maintain equipment.
Track customers, equipment,
contract data and service history.
Schedule work & integrate your field
staff with our Mobile client .
WithoutWire
www.withoutwire.com • 612-343-0404
WithoutWire TM Field Service
Field Service WMS Barcode mobile
phone tablet lot serial tracked inventory
Job Work Order part return depot tech
install telecom oilfield inspect .
wsTOOLS
www.iscorp.biz/solutions/wstools/
218-486-5095
NEW: wsTOOLS for KEY2ACT
Enhancements for GP, KEY2ACT Jobcost,
Service Management and MobileTech.
Fixed Assets
Panatrack, Inc.
www.panatrack.com • 262-361-4950
PanatrackerGP for Fixed Assets
Bar Code data capture extending GP
Fixed Asset module to manage assets.
General Ledger
Corporate Renaissance Group
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.
Emergence
www.emergencecorp.com • 441-295-0913
Advanced Account Control
for Microsoft Dynamics GP
Easily manage large multi-segmented
charts of accounts. AAC allows rule
based management of valid account
numbers & segment combinations.
Includes enhanced account lookup, auto
account roll-out & account replication.
Sikich
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
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
www.employee-performance.com
877-711-0367
CRG emPerform
Award-winning employee performance
management for Microsoft Dynamics GP
& AX. Online performance reviews, 360 o
assessments, goal management, succession
planning, pay-for-performance,
reporting & social feedback.
Elevate HR, Inc.
elevate-hr.com • 973-917-3230
Elevate HR: Solutions for
Dynamics 365 & AX HCM
Applicant Portal, HCM Wizards, Online
Benefits, Global Payroll, etc.
Greenshades Software
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.
HORIZONTAL
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HORIZONTAL
Greenshades Software
www.greenshades.com • 888-255-3815 ext. 2
Greenshades Online
Employee Services
Streamline your HR processes. Our
Employee Services module makes benefit
sign-up easy and our web based portal
eliminates the need to print employee
documents and paystubs.
Integrity Data
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 work exactly the
way you want and need it to!
JAT Computer Consulting, Inc.
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.
www.jatnet.com/JBC.htm
888-525-8874 ext. 462
JAT Benefits Connect (JBC)
JBC communicates enrollment data to
carriers and insurance providers.
Human Resource
Applicant Tracking System
Dynamics ATS
www.DynamicsATS.com • 855-726-6661
Applicant Tracking System for
Microsoft Dynamics CRM
Quickly locate and attract talent, improve
candidate experience, collaborate, make
better decisions, efficiently manage
the entire talent acquisition process &
generate insightful reporting.
Elevate HR, Inc.
elevate-hr.com • 973-917-3230
Elevate HR: Solutions for
Dynamics 365 & AX HCM
Applicant Portal, HCM Wizards, Online
Benefits, Global Payroll, etc.
Inter-company Processing
Corporate Renaissance Group
www.crgroup.com/combiner • 613-232-4295
Company Combiner
Trying to manage multiple companies
in Dynamics GP? Easily combine company
databases into one single entity
for easier maintenance, reduced risk,
greater efficiencies, and improved
reporting with CRG Company Combiner
Sikich
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.
www.panatrack.com • 262-361-4950
PanatrackerGP Field
Sales & Inventory
Extend GP to capture sales transactions
at the point of activity.
Inventory Management
ASC Software
www.ascsoftware.com • 937-429-1428
ASCTrac
Award winning, scalable WMS for
Distribution, Manufacturing & 3PL
operations. Over 25 years of features
& functions built-in.
DSI Global
www.dsiglobal.com • 816-416-5000
NEW: DSI ScanWorkX for
Dynamics AX
The DSI ScanWorkX solution speeds the
automation of data collection, including
tracking, reporting and productivity
functions. Mobile-first solutions to
meet changing business needs and
transform your supply chain.
FASCOR
www.fascor.com
513-421-1777 ext. 103
FASCOR WMS
Warehouse management systems
providing tier 1 functionality for SMB
businesses. Industry leading Dynamics
GP integration offers rapid deployment,
seamless integration and real ROI.
HighJump
www.HighJump.com/AccellosOneWMS
708-287-4026
NEW: AccellosOne WMS
AccellosOne WMS is an advanced
warehouse management solution with
integrated shipping and dashboard
analytics for eCommerce Distributors,
CPG, and more. Hundreds of customers
across the entire suite of Dynamics ERPs.
HighJump
www.HighJump.com/CollectForGP
734-748-9291
NEW: AccellosOne
Collect for GP
The only warehouse management
system that shares the GP database
and posts transactions in real-time.
Automate pick, pack, ship, and more.
Integration with GP MFG, Vicinity and
Horizons. Over 400 GP customers.
NETSTOCK
www.netstock.co • 602-418-6045
NETSTOCK
Optimize your inventory with a smart,
affordable SaaS app built to minimize
stock-outs, reduce excess stock, and
produce optimal orders fast!
Panatrack, Inc.
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.
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.
Century Business Solutions
www.ebizcharge.com/ • 888-500-7798
NEW: EBizCharge for
Microsoft Dynamics
Process payments in CRM, NAV and
GP using the secure payment gateway
EBizCharge. Unlimited batch history and
reports. Online bill pay portal.
DocuPhase
www.DocuPhase.com • 727-441-8228 ext 626
DocuPhase
DocuPhase is a powerful business process
automation, document management,
intelligent capture, analytics, and web
forms platform. We provide packaged
AP, Purchase Requisition, time/expense
processes and more.
DynamicPoint
www.dynamicpoint.com/products/
invoice_automation.aspx • 844-396-7655
SharePoint Invoice Automation
Solution Exclusively for
Microsoft Dynamics
Streamline Invoice/AP Processing with
seamless integration to Dynamics GP
& NAV. Out of the box integration with
Budgeting, Jobs, Project Accounting,
Analytical Accounting & More!
Encore Business Solutions
www.encorebusiness.com
888-898-4330 ext. 2336
Subscription Billing (formerly
called Recurring Contract Billing)
Automates & manages cyclical & subscription
based billings by generating
invoices, quotes or orders in GP SOP
based on the billing date & billing
frequency assigned to the customer
contract line item.
k-eCommerce
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.
www.nodus.com/epay_advantage.html
909-482-4701
ePay Advantage with PayFabric
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 3650
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.
South Anna, Inc.
www.southannasoftware.com • 804-316-9660
AR Collections
Automate your AR Collections securely
and track all history. Track and report
your collectors work. Scales from 1
collector to 1000's.
Job Costing
JOVACO Solutions Inc.
www.jovaco.com • 888-988-3535 ext. 122
JOVACO Project Suite
Project management solution with a
project accounting module, web-based
time & expense application and planning
tool. Top features: extensive reporting,
multi-company & currency, integration
to SOP, POP & inventory
Olympic Systems, Inc.
projectcost.net • 206-547-5777 ext. 119
Project Cost
A full featured Project Accounting
solution integrated to AP, AR, IV, PO,
SoP, Payroll & G/L. Complete with options
for Web & Mobile Time & Expense
entry, Manager Approvals, Credit Card
Expense Management.
Sierra Workforce Solutions
www.sierraws.com • 800-822-0973
NEW: Sierra Workforce
Solutions
Dynamics ERP time & attendance solutions
optimizing productivity and data
integration for payroll, job costing &
HR. Advanced scheduling and ACA
reporting options. Biometric, badge,
WEB, PC or mobile time clocks.
KEY: Dynamics AX Dynamics GP Dynamics NAV Dynamics SL Dynamics CRM Online Trial Available Mobile Enabled 365 Dynamics 365 3650 Dynamics 365 for Operations 365F Dynamics 365 for Financials
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Manufacturing
Enhancement
Horizons International
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.
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.
www.willoware.com • 888-339-4556 ext. 1
MO Generator
MO Gen integrates external Mfg systems
into GP Mfg. Creates, schedules,
and releases MO's. Builds pick lists and
receives and posts MO receipts
Mobility
Computer Business Solutions, Inc.
365F
www.cbsi-corp.com/oil • 972-612-1122 Ext: 120
NEW: Microsoft Dynamics NAV Oil
& Gas Field Service | OGFS
Everything you need for Oilfield Service:
Equipment Rental, Maintenance, Mobile
Field Ticket Apps, Reservations, Simple
Jobs, Special Pricing & Invoicing,
Transport & Disposal, and More. V4 in
NAV2017,Coming to D365.
Panatrack, Inc.
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
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!
Emergence
www.emergencecorp.com • 441-295-0913
Advanced Account Control
for Microsoft Dynamics GP
Easily manage large multi-segmented
charts of accounts. AAC allows rule
based management of valid account
numbers & segment combinations.
Includes enhanced account lookup, auto
account roll-out & account replication.
Occupational Health &
Safety
Joesoftware Inc.
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.
www.acom.com/solutions/ms-dynamicsgpgreat-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
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
www.ariett.com • 781-826-1120
Ariett Cloud AP Invoice to
Payment Automation
Simplify AP with Invoice Capture,
Workflow and Payment Processing.
Supports GP Intercompany, Multicurrency
and Multi-entity. Complete
Procurement with Requisition, PO and
Expense Reporting.
AvidXchange, Inc.
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.
DocuPhase
www.DocuPhase.com • 727-441-8228 ext 626
DocuPhase
DocuPhase is a powerful business process
automation, document management,
intelligent capture, analytics, and web
forms platform. We provide packaged
AP, Purchase Requisition, time/expense
processes and more.
DynamicPoint
www.dynamicpoint.com/ • 844-396-7654
SharePoint Accounts Payable
Automation Solution Exclusively
for Microsoft Dynamics
Streamline Invoice/AP Processing with
seamless integration to Dynamics GP
& NAV. Out of the box integration with
Budgeting, Jobs, Project Accounting,
Analytical Accounting & More!
Efima
www.dooap.com • 817-706-5779
Dooap
Dooap is Accounts Payable automation
for the new Microsoft Dynamics AX7.
It's invoice automation that both users
and AX love. 100% say it is fun to use.
Efficiency comes standard.
Esker Inc
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.
KTL Solutions, Inc.
www.ktlsolutions.com • 866-960-0001
KTL FastAP
Brings distribution window and payment
terms directly to the 1st screen.
Liaison Software Corp
www.liaisonsc.com
800-811-4618 ext. 201
NEW: Liaison Messenger EFT
Batch email & fax EFT Remittances to
Vendors pref. Archive internal copy.
ReQlogic
www.reqlogic.com • 734-302-2316
ReQlogic
ReQlogic is a browser-based employee
productivity suite providing solutions
for eProcurement, requisitions, AP
Automation, time & expense, and
advanced workflow.
Sikich
www.ExcelIntegrator.com • 260-485-0665
Infinia Integrator AP
Allow users to Copy-Paste-Import AP
transactions from Excel to Dynamics.
South Anna, Inc.
www.southannasoftware.com • 804-316-9660
AP/AR Refunds
Save time by generating refunds between
Accounts Payable and Accounts
Receivable or bring balances to zero.
South Anna, Inc.
www.southannasoftware.com • 804-316-9660
Positive Pay
Perform Positive Pay from AP and Payroll
to your issuing bank.
Trans-Micro, Inc.
www.checkfactory.com • 800-749-2335
Check Factory Visual Series
v5 for Dynamics GP and SL
MICR check and forms printing software
solution with automatic signatures on
checks. Designed to replace the need
to purchase pre-printed checks and
forms. Check Factory works inside
Dynamics GP and SL.
Payroll Enhancement
Aatrix Software, Inc.
www.aatrix.com/dynamics
800-426-0854 ext. 175
Aatrix State and Federal
Payroll Reports
Complete eFiling and plain paper printing
W-2 & 1099 solution. Unemployment,
withholding, & new hire reports for all
50 states are completed automatically
from your Microsoft Dynamics GP payroll
data ready to eFile.
Elevate HR, Inc.
elevate-hr.com • 973-917-3230
Elevate HR: Solutions for
Dynamics 365 & AX HCM
Applicant Portal, HCM Wizards, Online
Benefits, Global Payroll, etc.
Greenshades Software
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
www.greenshades.com
888-255-3815 ext. 2
Greenshades Payroll Tax Service
Let us handle the hassle of your payroll
tax filings. Greenshades helps facilitate
payroll tax returns, deadline management,
tax payments, and other reporting
requirements.
Integrity Data
www.integrity-data.com/software/
aca-compliance/ • 888-786-6162
Integrity Data ACA
Compliance Solution
A 360 o reporting & tracking engine that
makes ACA compliance a non-issue.
Automatically tracks eligibility, tests
affordability, and generates, prints and
e-files Form 1095-C/ 1094-C.
HORIZONTAL
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Integrity Data
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 work exactly the
way you want and need it to!
JAT Computer Consulting, Inc.
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.
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.
www.ktlsolutions.com • 866-960-0001
KTL PR Security
Allows you to restrict access to employee
info based off of user ID.
KTL Solutions, Inc.
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.
Liaison Software Corp
www.liaisonsc.com • 800-811-4618 ext. 201
NEW: Liaison Messenger DD
Batch email password protected Direct
Deposit Statements to Employees.
Sikich
www.ExcelIntegrator.com • 260-485-0665
Infinia Integrator PR
Allow users to Copy-Paste-Import
Payroll trans from Excel to Dynamics.
South Anna, Inc.
www.southannasoftware.com • 804-316-9660
401K Data Interchange
Transmit your 401K collection data
from Payroll electronically to your
investment bank.
wsTOOLS
www.iscorp.biz/solutions/wstools/
218-486-5095
NEW: wsTOOLS for Dynamics GP
PayrollRewind, W2SafetyNet,
1095Importer, WebTimeEntry,
PayrollHandoff & other tools have
been developed to protect data and
make tasks easier.
Portals
DynamicPoint
www.dynamicpoint.com • 844-396-7647
SharePoint Vendor & Customer
Portals for Dynamics GP & NAV
Portals built exclusively for Dynamics GP
& NAV deliver a seamlessly integrated
& highly secure extranet providing
access to profile data, sales/purchase
orders, payment status and more for
24/7 self-service support.
Greenshades Software
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.
The Portal Connector
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
www.ariett.com • 781-826-1120
Ariett Cloud Purchase and
Invoice Automation with
Payment Processing
One solution to manage indirect spending
for every Contract, Requisition, AP
Invoice, Expense Report and Payment
for Dynamics. Gain upfront control,
visibility and savings from any mobile
device, laptop or desktop.
DynamicPoint
www.dynamicpoint.com • 844-396-7653
SharePoint Procurement
Management Solution Exclusively
for Microsoft Dynamics
Streamline procurement processing
with seamless integration to Dynamics
GP & NAV. Out of the box integration
with Budgeting, Receiving, Jobs, Project
Accounting, Analytical Accounting
& More!
eRequester by Paperless Business
Systems
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 17 years.
Liaison Software Corp
www.liaisonsc.com • 800-811-4618 ext. 201
NEW: Liaison Messenger EFT
Batch email & fax EFT Remittances to
Vendors pref. Archive internal copy.
Paramount WorkPlace
www.ParamountWorkPlace.com
800-725-4408
Paramount WorkPlace
Requisition &Procurement
Requisition, PunchOut, Check Request,
Budget Compliance, RFQ, PO Generation,
Receiving, Invoice Matching & Vendor
Contract Compliance, Robust Approvals
Engine
Red Maple 3650
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
www.reqlogic.com • 734-302-2316
ReQlogic
ReQlogic is a browser-based employee
productivity suite providing solutions
for eProcurement, requisitions, AP
Automation, time & expense, and
advanced workflow.
Product Information
Management
Perfion, Inc.
www.perfion.com • 267-549-8690
NEW: Perfion
Product Information Management (PIM)
fully integrated with MS Dynamics.
Product Lifecycle
Management
Sable37
www.sable37.com/ax-add-ons/ • 336-207-6800
Product Lifecycle Management
Wizards/templates manage Item creation
in AX. Workflow controls activities.
Advanced Item inquiry, Item creation
templates, Catalog creation. Costing
sheet, determine feasibility, pricing,
margin review.
Project Accounting
Business Computers Software, Inc.
www.business-computers.com • 303-494-9390
Time Matrix
Time Clock that integrates with Dynamics
GP PR, HR, PA, & Manufacturing.
Crowe Horwath LLP
www.ablebridge.com/products-projectmanagement.htm
• 877-600-2253
Project Management for
Microsoft Dynamics CRM
Powerful yet simple end to end Project
Management integrated to MS CRM.
Encore Business Solutions
www.encorebusiness.com
888-898-4330 ext. 2336
Project Tracking with
Advanced Analytics
Creates a seamless connection between
a company’s financial transactions &
project revenue & expenses. Easily
assign project info. from within GP at
the time of transaction entry.
Journyx
www.journyx.com • 800-755-9878
Journyx Inc.
Time and expense tracking and resource
management solution that enhances
Microsoft Dynamics project accounting
functionality with data validations,
multi-approval levels, accrual calculations
& more.
JOVACO Solutions Inc.
www.jovaco.com • 888-988-3535 ext. 122
JOVACO Project Suite
Project management solution with a
project accounting module, web-based
time & expense application and planning
tool. Top features: extensive reporting,
multi-company & currency, integration
to SOP, POP & inventory
Olympic Systems, Inc.
projectcost.net • 206-547-5777 ext. 119
Project Cost
A full featured Project Accounting
solution integrated to AP, AR, IV, PO,
SoP, Payroll & G/L. Complete with options
for Web & Mobile Time & Expense
entry, Manager Approvals, Credit Card
Expense Management.
Purchase Order
Processing Enhancement
Altec
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: Dynamics AX Dynamics GP Dynamics NAV Dynamics SL Dynamics CRM Online Trial Available Mobile Enabled 365 Dynamics 365 3650 Dynamics 365 for Operations 365F Dynamics 365 for Financials
68 WINTER 2017 | THEPARTNERCHANNEL.COM

DynamicPoint
www.dynamicpoint.com • 844-396-7652
SharePoint Requisition
Management Solution Exclusively
for Microsoft Dynamics
Streamline procurement processing
with seamless integration to Dynamics
GP & NAV. Out of the box integration
with Budgeting, Receiving, Jobs, Project
Accounting, Analytical Accounting
& More!
Efima
www.dooap.com • 817-706-5779
Dooap
Dooap is Accounts Payable automation
for the new Microsoft Dynamics AX7.
It's invoice automation that both users
and AX love. 100% say it is fun to use.
Efficiency comes standard.
eRequester by Paperless Business
Systems
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.
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 WorkPlace
www.ParamountWorkPlace.com
800-725-4408
Paramount WorkPlace Requisition
& Procurement
Requisition, PunchOut, Check Request,
Budget Compliance, RFQ, PO Generation,
Receiving, Invoice Matching & Vendor
Contract Compliance, Robust Approvals
Engine
Red Maple 3650
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.
www.willoware.com • 888-339-4556 ext. 1
Blanket PO
Create a Blanket with multiple control
lines. Apply spending limits, allowable
items, and user security to each Blanket,
all with Blanket PO.
Quality Control
Horizons International
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.
Rebates
Sable37
www.sable37.com/ax-add-ons/
336-207-6800
Rebates, Royalties and Deductions
Complex customer rebates, vendor
rebates, royalties. Multiple concurrent
and overlapping rebate/royalty agreements
for the same vendor/customer;
dissimilar time periods for accrual and
claims. Product group rebates.
Receivables
Enhancement
Encore Business Solutions
www.encorebusiness.com
888-898-4330 ext. 2336
Subscription Billing (formerly
called Recurring Contract Billing)
Automates & manages cyclical & subscription
based billings by generating
invoices, quotes or orders in GP SOP
based on the billing date & billing
frequency assigned to the customer
contract line item.
Nodus Technologies, Inc.
www.nodus.com/epay_advantage.html
909-482-4701
ePay Advantage with PayFabric
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
www.ExcelIntegrator.com • 260-485-0665
Infinia Integrator AR
Allow users to Copy-Paste-Import AR
transactions from Excel to Dynamics.
South Anna, Inc.
www.southannasoftware.com • 804-316-9660
AP/AR Refunds
Save time by generating refunds between
Accounts Payable and Accounts
Receivable or bring balances to zero.
South Anna, Inc.
www.southannasoftware.com • 804-316-9660
Positive Pay
Perform Positive Pay from AP and Payroll
to your issuing bank.
South Anna, Inc.
www.southannasoftware.com • 804-316-9660
AR Collections
Automate your AR Collections securely
and track all history. Track and report
your collectors work. Scales from 1
collector to 1000's.
Stanley Stuart Yoffee & Hendrix, Inc.
(now part of Crestwood Associates)
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. (now part of
Crestwood Associates)
www.ssyh.com/products/ssyh-add-ons/
national-accounts/ • 407-660-0059
National Accounts for
Microsoft Dynamics SL
Easily track & apply payments for
customer parent/child relationships.
Reconciliation
GPC Systems, Inc.
www.easyebankrec.com • 208-290-3040
NEW: Easy e-Bank Rec
Easy e-Bank Rec is a true add-on to
Microsoft Dynamics GP. Automate
transactions with the bank statement
import. Do away with manual matching.
Automatically mark reconciled items.
Credit card features. Visual Aids.
South Anna, Inc.
www.southannasoftware.com • 804-316-9660
Cash Basis Accounting
Report Financial GL data on both the
Accrual Basis and Cash Basis.
Reporting
AIM Technologies
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.
CALUMO, Inc.
www.calumo.com • 214-387-6030
CALUMO - Reporting,
Budgeting & Forecasting
CALUMO is THE single tool for reporting,
budgeting & forecasting all Accountants
love. CALUMO combines web/mobile/
Excel/Word/PowerPoint to create &
distribute ad-hoc analysis, reports,
dashboards & planning templetes .
deFacto Global, Inc.
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
www.encorebusiness.com
888-898-4330 ext. 2336
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
www.GPReportsViewer.com
212-254-4112 ext. 1
GP Reports Viewer
Easily & quickly print/email Crystal/SRS/
Excel reports directly from Dynamics
GP. Replace existing GP reports, link
reports directly to GP and 3rd party
windows, pass parameters to reports
directly from fields in GP.
KTL Solutions, Inc.
www.ktlsolutions.com • 866-960-0001
Crystal Converter
Converts Crystal Reports to SQL reporting
services RDL.
Solver
www.solverglobal.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.
South Anna, Inc.
www.southannasoftware.com • 804-316-9660
Cash Basis Accounting
Report Financial GL data on both the
Accrual Basis and Cash Basis.
Requisition Management
Paramount WorkPlace
www.ParamountWorkPlace.com
800-725-4408
Paramount WorkPlace
Requisition & Procurement
Requisition, PunchOut, Check Request,
Budget Compliance, RFQ, PO Generation,
Receiving, Invoice Matching & Vendor
Contract Compliance, Robust Approvals
Engine
HORIZONTAL
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HORIZONTAL
Royalty
Eclipse Computing, Inc
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.
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 Engagement Tools
Komiko
www.komiko.com • 425-505-1808
NEW: Komiko
Komiko captures emails, documents
& events from Outlook/Gmail, and
organizes the data to fuel your CRM,
quantifying engagement and providing
rich insights to help accelerate
opportunities in your sales pipeline.
Sales Order Processing
Enhancement
Altec
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
www.encorebusiness.com
888-898-4330 ext. 2336
Subscription Billing (formerly
called Recurring Contract Billing)
Automates & manages cyclical & subscription
based billings by generating
invoices, quotes or orders in GP SOP
based on the billing date & billing
frequency assigned to the customer
contract line item.
Flexible Solutions
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.
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
www.liaisonsc.com • 800-811-4618 ext. 201
NEW: 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.
www.panatrack.com • 262-361-4950
PanatrackerGP Field
Sales & Inventory
Extend GP to capture sales transactions
at the point of activity.
Red Maple 3650
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.
Sales Tax
Avalara, Inc.
www.info.avalara.com/TheList • 877-780-4848
Avalara for Sales Tax
Automation
Automate and eliminate the complexity
of sales tax management with
Avalara. A cloud-based sales and use
tax calculation, exemption certificate
management, filing and remittance
solution for Microsoft Dynamics.
Thomson Reuters
tax.thomsonreuters.com/DynamicsTax
888-885-0206
Sales Tax Automation for
Microsoft Dynamics
Thomson Reuters ONESOURCE Indirect
Tax is tax management software that
automates sales, use and value-added
tax calculation, reporting, filing and
remittance.
Vertex SMB 3650
www.VertexSMB.com/TheList • 855-221-5885
Vertex SMB
Sales & use tax automation with payas-you-go
pricing and PDF returns.
Security
Arbela Technologies
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.
www.ktlsolutions.com • 866-960-0001
KTL PR Security
Allows you to restrict access to employee
info based off of user ID.
Mergetool.com
www.mergetool.com/easysecurity.html
678-666-2100
NAV Easy Security from
Mergetool.com
Complete security solution for NAV.
Permission Recorder, SOX compliant
permission sets verified for Segregation
of Duties. Field Level and Data Security
- hide fields, actions and pages, limit
data users can see.
SteadyCode
www.steadycode.com/steadyaudit/
720-443-3356
SteadyAudit For Microsoft
Dynamics SL
SteadyAudit provides auditing for
Microsoft Dynamics SL 2015 and 2011.
Shipping/Manifesting
Arbela Technologies
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
www.chargelogic.com • 877-292-2520
ChargeLogic Shipping
Intelligent, easy shipping for NAV.
Accurate rate quotes and tracking.
FASCOR
www.fascor.com • 513-421-1777 ext. 103
FASCOR TMS
TMS is an integrated solution for small
parcel & LTL shipping. Carrier Certified
for UPS, FedEx, USPS (Endicia), LTL
& other carriers. Feature rich & user
configurable / multiple integration
options including Dyn GP.
Supply Chain
Management
Arbela Technologies
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
www.ascsoftware.com • 937-429-1428
ASCTrac
Award winning, scalable WMS for
Distribution, Manufacturing & 3PL
operations. Over 25 years of features
& functions built-in.
Blue Horseshoe
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
www.datamasons.com/thelist • 866-575-1631
Vantage Point EDI for
Dynamics
EDI Made Simple for Dynamics: ERP
integration without customization.
DSI Global
www.dsiglobal.com • 816-416-5000
NEW: DSI ScanWorkX for
Dynamics AX
The DSI ScanWorkX solution speeds the
automation of data collection, including
tracking, reporting and productivity
functions. Mobile-first solutions to
meet changing business needs and
transform your supply chain.
FASCOR
www.fascor.com • 513-421-1777 ext. 103
FASCOR WMS
Warehouse management systems
providing tier 1 functionality for SMB
businesses. Industry leading Dynamics
GP integration offers rapid deployment,
seamless integration and real ROI.
KEY: Dynamics AX Dynamics GP Dynamics NAV Dynamics SL Dynamics CRM Online Trial Available Mobile Enabled 365 Dynamics 365 3650 Dynamics 365 for Operations 365F Dynamics 365 for Financials
70 WINTER 2017 | THEPARTNERCHANNEL.COM

Halo BI
www.halobi.com • 888-300-0219
Halo BI
Analytics and BI platform for self-service
supply chain planning and data discovery.
Enterprise scaled, rapidly implemented,
data secured. Analyze, decide and plan
faster than ever before. See demo live
on halobi.com
HighJump Software
www.truecommerce.com • 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®
www.lanhamassoc.com/ • 678-379-4200
NEW: POS Data Analytics
Get critical EDI 852 information from
the retailer’s POS data to understand a
distributor’s inventory position in each
store. Use with or without Lanham EDI
or Lanham AFP.
Lanham Associates®
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.
Lanham Associates®
www.lanhamassoc.com/ • 678-379-4200
NEW: Inbound Container
Tracking
Creates and tracks containers to update
expected receipt dates and quantities
of actual inbound inventory items
based on ASNs or spreadsheets from
the manufacturer.
Lanham Associates®
www.lanhamassoc.com/ • 678-379-4200
NEW: Lanham Address
Verification
Cloud svc to verify US or APO/FPO addresses.
Updates affect all data in NAV.
Panatrack, Inc.
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.
Sable37
www.sable37.com/ax-add-ons/ • 336-207-6800
Inbound Transportation
Management & Landed Cost
Inbound shipment status, Multiple/Part
PO/Multi Vendor shipments. Transfer
Orders, all AX costing methods, Receiving
by container, Multiple cost calc and
allocation methods, Multi-modal,
Complex routing.
Sable37
www.sable37.com/ax-add-ons/ • 336-207-6800
Demand Forecaster
Create an initial Statistical best fit Forecast
from AX sales data or imported data.
Create collaborative Demand Plan with
top-down or bottom up adjustments.
Stores multiple Forecasts. Feed into
AX-MRP.
System Enhancement
Crowe Horwath LLP
www.ablebridge.com/editable-crm-grid.htm
877-600-2253
EditAble CRM Grid for Microsoft
Dynamics CRM
Transform forms/views w/inline editing,
grouping, calculations & more.
Encore Business Solutions
www.encorebusiness.com
888-898-4330 ext. 2336
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.
South Anna, Inc.
www.southannasoftware.com
804-316-9660
Expanded Master Information
Easily add more user fields for Vendors,
Customers, Employees, Inventory, &
Projects.
South Anna, Inc.
www.southannasoftware.com • 804-316-9660
AP/AR Refunds
Save time by generating refunds between
Accounts Payable and Accounts
Receivable or bring balances to zero.
South Anna, Inc.
www.southannasoftware.com • 804-316-9660
Cash Basis Accounting
Report Financial GL data on both the
Accrual Basis and Cash Basis.
South Anna, Inc.
www.southannasoftware.com • 804-316-9660
AR Collections
Automate your AR Collections securely
and track all history. Track and report
your collectors work. Scales from 1
collector to 1000's.
WilloWare, Inc.
www.willoware.com • 888-339-4556 ext. 1
Dynamics GP PowerPack
Over 90 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.
www.info.avalara.com/TheList • 877-780-4848
Avalara for Sales Tax
Automation
Automate and eliminate the complexity
of sales tax management with
Avalara. A cloud-based sales and use
tax calculation, exemption certificate
management, filing and remittance
solution for Microsoft Dynamics.
Greenshades Software
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
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.
Kamp-Data, Inc.
www.kampdata.com • 406-404-2036
DynamicZip
Manage & report nationwide sales and
use taxes from within GP.
Thomson Reuters
tax.thomsonreuters.com/DynamicsTax
888-885-0206
Sales Tax Automation for
Microsoft Dynamics
Thomson Reuters ONESOURCE Indirect
Tax is tax management software that
automates sales, use and value-added
tax calculation, reporting, filing and
remittance.
Vertex SMB 3650
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.
www.business-computers.com
303-494-9390
Time Matrix
Time Clock that integrates with Dynamics
GP PR, HR, PA, & Manufacturing.
DATABASICS, Inc.
365F
www.data-basics.com • 800-599-0434
NEW: DATABASICS Time, Expense
& Invoice Reporting — Employee
Management Solutions
Global, Mobile & Easy, Travel Expense,
Timesheet & Leave Mgmt. processing.
Streamline Projects, DCAA, Budget
Tracking Reqs w/ a single solution.
Gorilla Expense
www.gorillaexpense.com • 877-973-6737
Gorilla Expense
Gorilla Expense time & expense solution
includes mobile apps, corp. credit card
integration, project accounting, multicurrency,
VAT/GST capture & integration
with GP, NAV, AX & SL. Can be deployed
as SaaS or On-Prem
Joesoftware Inc.
www.joesoftware.com • 780-990-0220
Penny
Web-based timesheets, employee/
manager self-service for CAD payroll.
Journyx
www.journyx.com • 800-755-9878
Journyx Inc.
Time and expense tracking and resource
management solution that enhances
Microsoft Dynamics project accounting
functionality with data validations,
multi-approval levels, accrual calculations
& more.
JOVACO Solutions Inc.
www.jovaco.com/en/product-overview/
jovaco-project-suite/time-and-expense-tedi/
888-988-3535 ext. 122
TEDI Time & Expense
Web-based and mobile-friendly time
and expense application integrated
to Dynamics GP, with comment and
attachment features, multi-currency
support, multiple-approver capabilities
and automated alerts and reminders.
HORIZONTAL
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Olympic Systems, Inc.
www.mytimeandexpense.com
206-547-5777 ext. 119
my Time & Expense
My Time & Expense is a mobile app that
allows users to enter, track and submit
their time sheets and expense reports
via their smart phones.
Sierra Workforce Solutions
www.sierraws.com • 800-822-0973
NEW: Sierra Workforce
Solutions
Dynamics ERP time & attendance solutions
optimizing productivity and data
integration for payroll, job costing &
HR. Advanced scheduling and ACA
reporting options. Biometric, badge,
WEB, PC or mobile time clocks.
Travel Expense
Management
DATABASICS, Inc.
365F
www.data-basics.com • 800-599-0434
NEW: DATABASICS Time, Expense
& Invoice Reporting — Employee
Management Solutions
Global, Mobile & Easy, Travel Expense,
Timesheet & Leave Mgmt. processing.
Streamline Projects, DCAA, Budget
Tracking Reqs w/ a single solution.
DynamicPoint
www.dynamicpoint.com • 844-396-7650
SharePoint Expense
Reimbursement Solution
Exclusively for Microsoft Dynamics
Streamline employee expense reimbursement
with seamless integration
to Dynamics. Out of the box integration
with Budgeting, Credit Cards, Google
Maps, Project Accounting, Analytical
Accounting & More!
Gorilla Expense
www.gorillaexpense.com • 877-973-6737
Gorilla Expense
Gorilla Expense time & expense solution
includes mobile apps, corp. credit card
integration, project accounting, multicurrency,
VAT/GST capture & integration
with GP, NAV, AX & SL. Can be deployed
as SaaS or On-Prem
Olympic Systems, Inc.
projectcost.net • 206-547-5777 ext. 119
Project Cost
A full featured Project Accounting
solution integrated to AP, AR, IV, PO,
SoP, Payroll & G/L. Complete with options
for Web & Mobile Time & Expense
entry, Manager Approvals, Credit Card
Expense Management.
Olympic Systems, Inc.
www.mytimeandexpense.com
206-547-5777 ext. 119
my Time & Expense
My Time & Expense is a mobile app that
allows users to enter, track and submit
their time sheets and expense reports
via their smart phones.
Warranty and Claims
Management
Red Maple 3650
www.redmaple.com • 972-980-6963
Red Maple's Warranty
Management
Red Maple Warranty Management allows
companies to automatically track the
purchase and sales of items from vendor
to distributor to end user. Generated
claims can be tracked and managed.
Workflow / Notifications
Altec
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.
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
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
www.docstar.com • 888-docSTAR
docSTAR eclipse Smart
AP Automation
docSTAR is the premier AP automation
solution provider. SaaS or on-premises
deployment options. Mobile access.
Intelligent data capture. Advanced
workflow. Microsoft Dynamics ERP
integration.
Efima
www.dooap.com • 817-706-5779
Dooap
Dooap is Accounts Payable automation
for the new Microsoft Dynamics AX7.
It's invoice automation that both users
and AX love. 100% say it is fun to use.
Efficiency comes standard.
Esker Inc
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.
PaperSave
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 3650
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 3650
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.
Nothing but…
for The List!
Hear direct from users and
Partners who use The List:
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KEY: Dynamics AX Dynamics GP Dynamics NAV Dynamics SL Dynamics CRM Online Trial Available Mobile Enabled 365 Dynamics 365 3650 Dynamics 365 for Operations 365F Dynamics 365 for Financials
72 WINTER 2017 | THEPARTNERCHANNEL.COM

Services
.NET Development
KTL Solutions, Inc.
www.ktlsolutions.com • 866-960-0001
Development - Microsoft
Dynamics GP/CRM/xRM
20 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
DSI Global
www.dsiglobal.com • 816-416-5000
NEW: DSI ScanWorkX for
Dynamics AX
The DSI ScanWorkX solution speeds the
automation of data collection, including
tracking, reporting and productivity
functions. Mobile-first solutions to
meet changing business needs and
transform your supply chain.
MG Technology Group
www.mgtechgroup.com/about-us/
partner-program/ • 866-350-9310
Dedicated Dynamics ERP Hosting
Services - 99.999% SLA, SSAE16
13+ years experience, you own the
customer relationship, 100% US support.
Njevity, Inc.
www.njevitytogo.com • 720-870-9700
Your Customers, Your Brand,
Our Cloud Expertise
NjevityToGo, the most trusted Cloud
Partner of the Dynamics Community,
provides our Partners Exceptional
Cloud Experiences. Also, check out our
amazing new SaaS offering powered
by Azure at www.PowerGPOnline.com.
RoseASP
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.
Azure Managed Cloud
Services
WatServ
365F 3650
www.watserv.com • 866-531-2598 Ext: 2311
Global leader of Hosted Managed
Services for Dyanmics ERP & CRM
Offering Private, Hybrid, & Azure hosted
managed services with 24-7-365 world
class global support for customers of
all sizes and complexities.
Cloud Computing
Data Resolution, LLC
www.dataresolution.net • 877-878-9108
ERP Clouds
Data Resolution is dedicated to delivering
private ERP & CRM cloud services
branded as the partners brand. We keep
all of our cloud customers optimized
& working 24 hours a day, worldwide
for the last 15 years.
Myappsanywhere
www.myappsanywhere.com • 888-636-HOST
Premier Cloud Computing
Provider
Myappsanywhere delivers an integrated
suite of cloud-based Microsoft Dynamics
and ISV applications, including 99.999%
uptime, customizations and secure
storage in its privately owned, SSAE
16 data center facilities.
Njevity, Inc.
www.njevitytogo.com • 720-870-9700
Your Customers, Your Brand,
Our Cloud Expertise
NjevityToGo, the most trusted Cloud
Partner of the Dynamics Community,
provides our Partners Exceptional
Cloud Experiences. Also, check out our
amazing new SaaS offering powered
by Azure at www.PowerGPOnline.com.
WatServ
365F 3650
www.watserv.com • 866-531-2598 Ext: 2311
Global leader of Hosted Managed
Services for Dyanmics ERP & CRM
Offering Private, Hybrid, & Azure hosted
managed services with 24-7-365 world
class global support for customers of
all sizes and complexities.
CRM/ERP Integration
Services
Vertical Lift Business Solutions
365 365F
www.verticalliftbsi.com • 416-848-0317
NEW: Vertical Lift Business
Solutions Inc
Get more value from your CRM & ERP
Financial investments and avoid costly
errors. We specialize in integrating
these two critical systems. Call us for
more info.
Custom Development
DSI Global
www.dsiglobal.com • 816-416-5000
NEW: DSI ScanWorkX for
Dynamics AX
The DSI ScanWorkX solution speeds the
automation of data collection, including
tracking, reporting and productivity
functions. Mobile-first solutions to
meet changing business needs and
transform your supply chain.
Implementation Specialists
www.iscorp.biz • 218-486-5095
NEW: Custom Development
20+ years experience, Dexterity, .NET,
SQL, VB, MS Source Code Provider.
Journyx
www.journyx.com • 800-755-9878
Journyx Inc.
Time and expense tracking and resource
management solution that enhances
Microsoft Dynamics project accounting
functionality with data validations,
multi-approval levels, accrual calculations
& more.
KTL Solutions, Inc.
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.
WilloWare, Inc.
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.
Development Tools
DSI Global
www.dsiglobal.com • 816-416-5000
NEW: DSI ScanWorkX for
Dynamics AX
The DSI ScanWorkX solution speeds the
automation of data collection, including
tracking, reporting and productivity
functions. Mobile-first solutions to
meet changing business needs and
transform your supply chain.
Dexterity Development
DexPros
www.dexpros.com • 623-535-9216
Microsoft Dynamics
GP Development
Experienced Dexterity development
of GP enhancements/integrations/
upgrades.
Implementation Specialists
www.iscorp.biz • 218-486-5095
NEW: Dynamics GP Customizations
& Enhancements with Dexterity
20+ years, Dexterity customizations,
enhancements, and new apps for GP.
KTL Solutions, Inc.
www.ktlsolutions.com • 866-960-0001
Development - Microsoft
Dynamics GP/CRM/xRM
20 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.
elevate-hr.com • 973-917-3230
Elevate HR: Solutions for
Dynamics 365 & AX HCM
Applicant Portal, HCM Wizards, Online
Benefits, Global Payroll, etc.
Integrity Data
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.
RoseASP
WatServ
www.mygpcloud.com • 888-794-9401
MyGPcloud
365F 3650
myGPcloud is the first on-demand
www.watserv.com • 866-531-2598 Ext: 2311 web-based Microsoft Dynamics GP
Global leader of Hosted Managed application offered on a monthly
Services for Dyanmics ERP & CRM subscription, with no setup fees. Start
Offering Private, Hybrid, & Azure hosted your prospects on myGPcloud with a
managed services with 24-7-365 world free 30 day trial in less than 5 mins.
class global support for customers of
all sizes and complexities.
KEY: Dynamics AX Dynamics GP Dynamics NAV Dynamics SL Dynamics CRM Online Trial Available Mobile Enabled 365 Dynamics 365 3650 Dynamics 365 for Operations 365F Dynamics 365 for Financials
THEPARTNERCHANNEL.COM | WINTER 2017 73
SERVICES

Implementation Services
Marketing Planning &
Services
Partner Support Service
Software Development
Consulting
Bond Consulting Services
www.BondConsultingServices.com
562-988-3451
Custom ERP & CRM Solutions
That Streamline Your
Business Processes
The go-to team of trusted advisors
moving you forward with Microsoft
Dynamics ERP and CRM solutions for
SMB and Enterprise.
Journyx
www.journyx.com • 800-755-9878
Journyx Inc.
Time and expense tracking and resource
management solution that enhances
Microsoft Dynamics project accounting
functionality with data validations,
multi-approval levels, accrual calculations
& more.
Looking Glass Marketing
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.
Solomon Cloud Solutions
www.solomoncloudsolutions.com/
419-581-2833
Solomon Cloud Solutions
Solomon Cloud Solutions is the leading
source for SL Partners and ISVs needing
a variety of development, support,
training and technology consulting
services. 35+ years experience.
KTL Solutions, Inc.
www.ktlsolutions.com • 866-960-0001
Development - Microsoft
Dynamics GP/CRM/xRM
20 yrs developing GP customizations
(Dexterity, .Net), Source Code Developers,
Experts with CRM/xRM as a platform
creating customized experiences.
Sub-contractor rates to other resellers.
Upgrades
SERVICES
Managed Services
Edgewater Fullscope 3650
www.fullscope.com
Email: AXSupportandOptimize@fullscope.com
NEW: Dynamics AX
Customer Support and
Optimization Services
Fullscope’s dedicated CSO team provides
Dynamics AX customers with
the day-to-day ongoing support they
require, including advisory services,
IT & operations support, optimization
and training & enablement services.
Lanham Services
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
www.redtailsolutions.com • 508-983-1900
RedTail EDI
Freedom to Do Business: Stick to what
you do best - our cloud service manages
your EDI. Integrated with ERP/WMS/3PL
systems. Lowest total cost.
Manufacturing
Implementation & Consulting
Manufacturing Resource
Partners
www.mrpconsulting.com • 562-547-6156
Dynamics GP Manufacturing
Consulting
The Dynamics GP implementation team
at Manufacturing Resource Partners is
one of the most experienced available.
Each of our consultants has 12 to 24
years of manufacturing and operations
management experience.
The Partner Marketing Group
www.thepartnermarketinggroup.com
605-574-9432
Microsoft Approved Vendor for
Dynamics Marketing Consulting
From strategic marketing plan development
to the critical daily execution, this
Microsoft experienced team can help
fill your sales pipeline.
Tornado Marketing, Inc.
www.tornado-marketing.com
608-213-0377
Marketing Consulting
Tornado Marketing offers high-impact,
highly effective marketing consulting &
copywriting. 15+ years in the channel.
Member Organizations
ERP Software Blog
365
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
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.
Sales Tax Management
Service
Avalara, Inc.
www.info.avalara.com/TheList • 877-780-4848
Avalara for Sales Tax
Automation
Automate and eliminate the complexity
of sales tax management with
Avalara. A cloud-based sales and use
tax calculation, exemption certificate
management, filing and remittance
solution for Microsoft Dynamics.
Thomson Reuters
tax.thomsonreuters.com/DynamicsTax
888-885-0206
Sales Tax Automation for
Microsoft Dynamics
Thomson Reuters ONESOURCE Indirect
Tax is tax management software that
automates sales, use and value-added
tax calculation, reporting, filing and
remittance.
Vertex SMB 3650
www.VertexSMB.com/TheList • 855-221-5885
Vertex SMB
Sales & use tax automation with payas-you-go
pricing and PDF returns.
SharePoint Development
DynamicPoint
www.dynamicpoint.com • 844-396-7647
Exclusive Source for
Microsoft Dynamics &
SharePoint Integration
Portals, Business Automation & Custom
Products integrated with Dynamics.
InterDyn BMI
www.interdynbmi.com • 866-264-3249
InterDyn BMI
Microsoft Gold Certified provider of
innovative solutions for over 30 years.
Lanham Services
www.lanhamservices.com • 678-999-3900
Upgrades
Did you know you can upgrade your
Lanham functionality without upgrading
your NAV version? You can!
Edgewater Fullscope 3650
www.fullscope.com
Email: AXUpgrade@fullscope.com
NEW: Dynamics AX Upgrade
Center of Excellence
Leverage Fullscope’s Upgrade CoE for
your next Dynamics AX Upgrade.
Web Development
Clarity Ventures
365
www.clarity-ventures.com/ecommerce
800-928-8160
NEW: Clarity eCommerce
Fully custom, scalable enterprise eCommerce
integrated with Dynamics for the
best possible digital experience. Built
in customized reporting, SEO, business
intelligence and comprehensive
administration features.
Writing/Documentation
Services
The Partner Marketing Group
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.
KEY: Dynamics AX Dynamics GP Dynamics NAV Dynamics SL Dynamics CRM Online Trial Available Mobile Enabled 365 Dynamics 365 3650 Dynamics 365 for Operations 365F Dynamics 365 for Financials
74 WINTER 2017 | THEPARTNERCHANNEL.COM

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