The Partner Channel Magazine_Winter 2018

WINTER 2018 | WWW.THEPARTNERCHANNEL.COM
Where Will
Your Story
Take You?
A Hero’s Journey
Nine Elements of a Great Story
Keys to a Successful
Partner
Relationship

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THE PARTNER CHANNEL ® MAGAZINE
WINTER 2018
contents
20
8 Brilliant Ways to
Make Customers Part
of Your Story
in every issue
8 CONTRIBUTORS
9 NEWS
10
EVENTS
12
ON THE HOMEFRONT
MEMBERS ONLY CORNER
52 Vicinity Manufacturing
ADVERTISER INDEX
56
THE LIST
57
departments
14 LEADERSHIP
5 Reasons to Specialize
20 MARKETING
8 Brilliant Ways to Make
Customers Part of Your Story
30 LEADERSHIP
Storytelling: Developing a Brand
in the Microsoft Ecosystem
34 SALES
How Will Artificial Intelligence (AI)
Impact ERP Software?
A PUBLICATION DEDICATED TO
BUILDING A COMMUNITY FOR PARTNERS
38 MARKETING
A Hero’s Journey
44 LEADERSHIP
Clicking Toward Your Real Story
54 LEADERSHIP
Writer, Business Owner, Leader:
Are You Plotting on Purpose?
features
18
VAR PROFILE
24 MCA Connect
WORD-A-GANZA
29
LOGO CONTEST
37
ISV PROFILE
42 DATABASICS
48
51
KEYS TO A SUCCESSFUL
PARTNER RELATIONSHIP
WE ALL HAVE A STORY...
SHARE YOURS!
UPDATE ON THE
2017-2018 CLASS
THEPARTNERCHANNEL.COM | WINTER 2018 5

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WINTER 2018 | WWW.THEPARTNERCHANNEL.COM
NOTES
The Partner Channel “It does not do to dwell on dreams and forget to live.” – J.K. Rowling Winter 2018
ring based on
anage material
GP, SL & NAV
ir operations,
profits
project starts,
ou have a sales
on board.
0) 421-2467
cturing.com
Your Story
Where Will
Take You?
A Hero’s Journey
Nine Elements of a Great Story
Keys to a Successful
Partner
Relationship
ON THE COVER
The hot air balloon is the first successful
human-carrying flight technology. The first
untethered manned hot air balloon flight
was performed by Jean-François Pilâtre de
Rozier and François Laurent d’Arlandes on
November 21, 1783, in Paris, France, in a
balloon created by the Montgolfier brothers.
Want to see balloons in flight? Check out
www.hotairballoon.com, the self-proclaimed
most complete directory of hot air balloon
festivals in the world. Source: Wikipedia
“LAST” ONE
You’re holding a special issue of The Partner Channel Magazine for a
few reasons. First, this is the 10th anniversary of The List! When Jane
Olson started with The Partner Channel, Spider Johnk (then owner)
asked her to start a solution catalog. I think she thought he was joking
at first, but here we are – 10 years later, and it’s still a valuable resource
to Partners and customers looking for Microsoft Dynamics add-ons.
Second, this is my last issue as editor of The Partner Channel Magazine and
president of The Partner Channel. The Partner Channel is teaming up with
Dynamic Communities, Inc. We have partnered with Dynamic Communities on their
User Group magazines, programming, and events since 2007, and now is the time to
bring these organizations together to better serve the Partner community. I’ll dive into
this more on page 12 with “On the Homefront” as I want to talk about the other reasons
this issue is special, and space is limited here!
This issue focuses on storytelling. Shann McGrail shares five reasons why you should
specialize, not supersize, your business on page 14. Adrianne Machina illustrates why
every Partner needs a hero story on page 38. Bill Allen, a newcomer to the magazine but
not the Partner community, talks about the need for storytelling as Partners develop their
brand in the Microsoft ecosystem on page 30. (Side note on that article: Matt Mastrud
has created one of my favorite graphics ever for that one. I’ve been fortunate to work with
such awesome people the last 14 years.)
I have a laundry list of people to thank, and you’ll read about them in a few pages, but I
want to conclude this page with a thank you to those who make this publication possible,
quarter after quarter. Thank you to my team, our contributors, our advertisers, and the
participants in The List.
It’s been a great ride.
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 2018
PUBLISHER TPC Publishing
EDITOR-IN-CHIEF Jenny Davis
COPY EDITOR Kate Mund
WRITERS Bethany Foyt, Jasmine McNellis, and Jenny Davis
CONTRIBUTING WRITERS Adrianne Machina, Barbara Pfeiffer, Bill Allen,
Peter Joeckel, Shann McGrail, Tracy Faleide
ART DIRECTOR Shawn Olson
CONTRIBUTING ARTISTS Dave Swang, Matt Mastrud,
Shawn Olson, and Spider Johnk
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 ©2018, 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 2018 7

CONTRIBUTORS
adrianne machina
EMAIL Amachina@tornadomktg.com
FACEBOOK Adrianne.machina
LINKEDIN Adriannemachina
TWITTER Adriannemachina
WEBSITE www.tornado-marketing.com
peter joeckel
shann mcgrail
EMAIL Shannm@devreve.com
LINKEDIN Shannmcgrail
TWITTER Shannm
WEBSITE www.smartp2p.net
EMAIL Pjoeckel@turnondynamics.com
LINKEDIN Peter Joeckel
TWITTER Turnondynamics
WEBSITE www.turnondynamics.com
BLOG blog.TurnOnDynamics.com
bill allen
Adrianne Machina is the chief velocity officer
of Tornado Marketing and an in-demand
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.
barbara pfeiffer
EMAIL Barbara@thepartnermarketinggroup.com
TWITTER Partnermktgrp
LINKEDIN Pfeifferbarbara
BLOG www.thepartnermarketinggroup.com/blog
When it comes to innovative marketing for
technology companies and their channel, few
people possess the level of expertise, leadership,
and passion as Barbara Pfeiffer, senior marketing
consultant for The Partner Marketing Group.
Barbara has spent most of her career developing
and driving high-performing marketing programs
for Microsoft and a global network of VARs
and ISVs. She was the strategic mind behind
many exclusive Microsoft programs such as
GAP, Landlord, Butterfly Publisher, Marketing
Essentials, and Marketing Office Hours. Barbara is
constantly on the leading edge of marketing and
specializes in helping clients build and execute
comprehensive marketing plans including social
media, inbound marketing, nurture marketing,
and content marketing, as well as marketing
assessments and plan/program development
and management.
EMAIL Billa@kbaalliances.com
FACEBOOK KBA Alliances
TWITTER Kbaalliances
LINKEDIN Bill Allen / KBA Alliances
BLOG www.kbaalliances.com
A Microsoft Circle of Excellence Award
winner, Bill Allen is a visionary leader with
an exceptional career driving business
improvement and innovation for leading IT
and business solutions providers, including
Microsoft, Clarus, Red Prairie, Ironside
Technologies, Danaher, and Hawker Siddeley.
With a passion for helping software and
services vendors design innovative market
strategies, optimize user experience,
increase brand awareness, align with
new Partners and influencers, drive more
effective communications, and implement
best practices, Bill’s ultimate reward lies in
empowering people to succeed in creating
sustainable, profitable businesses and
lifestyles. Bill is a graduate of Syracuse
University’s Whitman School of Management
and attended post graduate studies through
Duke University, Infomentis, and Microsoft.
Bill is Eagle board chairman for Boy Scouts
of America and enjoys spending time serving
the community.
Peter Joeckel has been a leader in mid-market
ERP since 1986 when his company installed
some of the first network-based manufacturing
systems in the country. As a business owner,
Peter built and eventually sold one of the
fastest-growing and forward-thinking valueadded
software dealerships in the country. Its
success was fueled by innovative software
selection techniques and an outstanding project
delivery team. He sold the organization in
1999 to an e-commerce provider when it had
grown in less than three years from zero to $6
million in annual revenue with more than 300
customers and 45 employees. He has assisted
in the selection and implementation of hundreds
of ERP solutions and has been recognized for
his ability to match the right solution for a
customer’s needs rather than “pushing boxes
of software.” Today, Peter focuses on helping
companies select and implement ERP solutions
by using advanced tools and processes that
increase the likelihood of successful projects.
His goal is to continue to improve those tools
and processes to build value for customers and
provide a smooth transition from the selection to
implementation process.
Shann McGrail is the co-founder of Devreve Inc.
and co-creator of SMART P2P, a program of
best practices to enable Partners to successfully
grow their businesses through building strong
partnerships. Connecting the dots in new ways
for outstanding results is a signature strength for
Shann. Equipped with years of Microsoft senior
leadership experience in enterprise services,
operations, and sales positions, Shann is most
passionate about helping others succeed in
reaching their potential and getting the most
from the power of technology and partnerships.
Shann’s company, Devreve Inc., specializes in
developing and diversifying talent in the digital
economy and building partnerships for business
growth. She also devotes time to the executive
in residence program at a local innovation
center helping business start-ups and female
entrepreneurs. With a background in theatre
and improvisation, Shann keeps it interesting by
bringing fun and creativity to any opportunity.
tracy faleide
EMAIL Tracyfaleide@gmail.com
FACEBOOK Tfaleide
LINKEDIN Tracyfaleide
TWITTER Tracyfaleide
Tracy Faleide has nearly 30 years of experience
in communications, project and people
management, change management, strategy
alignment, and marketing. She held several
communications and leadership positions at
Great Plains Software and Microsoft, led her
own consulting and writing business, served
as a storyteller for her clients, and now helps
lead marketing communications efforts at WEX
Health, Inc.

NEWS
GOT NEWS? Share it with us at Info@dynamiccommunities.com
and we’ll print it in the Spring 2018 issue of the magazine.
BatchMaster Software, a leader in process
manufacturing software solutions, announces its entry
into the Microsoft Dynamics NAV market with a new
solution integration. BatchMaster Software’s application
offers industry specific, process manufacturing capabilities
in the areas of formulation, production, quality,
inventory, compliance, and warehousing. “Building
upon our (Microsoft Dynamics) GP application’s
success, BatchMaster Manufacturing for NAV is a natural
extension of our Microsoft platform integration strategy,”
states Sahib Dudani, CEO of BatchMaster Software.
“With more than 30 years of experience, BatchMaster
Software is well positioned to help Microsoft Dynamics
NAV customers and Partners in the food, chemical,
nutraceutical, and pharmaceutical industries achieve
their business objectives.”
Fastpath, a leader in cross-platform governance,
risk management, and compliance (GRC), has been
honored with the 2017 GRC Innovation Award in User
Experience for Automated Controls by GRC 20/20.
Every year, GRC 20/20 evaluates offerings in the GRC
space to highlight the innovators who are improving
the way companies secure themselves and comply with
regulations. Fastpath is happy to have been recognized
for its continued endeavor to simplify and advance
the way audit and security processes are performed.
“Fastpath provides a new breed of GRC software that
is intuitive and easy to use in a cloud-based platform
that centralizes all SoD and access control data in one
place,” shares Michael Rasmussen, the GRC pundit for
GRC 20/20 and an internationally recognized expert.
The innovations at Fastpath include the ability to run
security across multiple ERPs and XRMs from a single
program, including the capacity to write and analyze
segregation of duties rules that apply cross-platform.
“We are pleased to have received this award from GRC
20/20,” says Andy Snook, CEO of Fastpath, Inc. “In today’s
business environment, companies need to feel secure
in allowing access to a multitude of systems, and with
our cross-platform capacity, they can do just that with
Fastpath Assure.” Learn more at www.gofastpath.com/
fastpath-grc-innovator-award.
Horizons International, a Microsoft Silver
certified application developer, announces the release
of Quality Essentials Suite version V2.17.01.029. With a
steadfast focus on providing high-quality and cost-effective
quality management software, this release increases the
efficiency of the product by automating repetitive tasks
and centralizing features into a more intuitive workflow.
To read the full release, visit www.qualityessentialssuite.
com/resources/press-releases/newest-release-qualityessentials-suite.
Stoneridge Software, LLC recently announced
the acquisition of DFC Consultants, Ltd. The combination
of these two prominent Microsoft Dynamics Partners
positions Stoneridge Software as the leading Microsoft
Dynamics accounting and operations software advisor
in the Midwest and creates a full-service resource for the
entire Microsoft Dynamics suite of business technologies.
“DFC is a veteran of the industry and a well-respected
Microsoft Partner that truly cares about the success of their
clients,” said Eric Newell, CEO of Stoneridge Software.
“We welcome the talented team of consultants and look
forward to providing for the needs of their customers,
and continuing to establish ourselves as the go-to choice
for business software consulting.” Company leaders see
many synergies between the two firms with similar
company values, a client-centric approach, focus on
end-user training, and prioritization of creating a great
work culture. “To best serve our clients in the future we
found an alliance and solid partnership in Stoneridge
Software,” said Carol Rogne, DFC’s CEO and president.
“We look forward to becoming part of this visionary
company and continuing to provide our clients service
and support for future growth.” DFC Consultants will
continue business under their current name as a Stoneridge
Software subsidiary.
THEPARTNERCHANNEL.COM | WINTER 2018 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!
Submit the details to Info@dynamiccommunities.com.
March
eXtreme365
March 19-22
Dubrovnik, Croatia
www.extreme365.com
May
Microsoft Build
May 8-10
Seattle, WA
www.build.microsoft.com
October
D365UG/AXUG Summit 2018
October 15-18
Phoenix, AZ
www.axugsummit.com
GPUG Amplify
March 19-21
Chicago, IL
www.gpugamplify.com
April
Dynamics SL User Group
April 23-26
St. Louis, MO
www.dslugconference.com
Data and BI Summit
April 24-26
Dublin, Ireland
www.databisummit.com
Summit EMEA
April 24-26
Dublin, Ireland
www.summitemea.com
Focus
May 21-24
Indianapolis, IN
www.ugfocus.com
July
Microsoft Inspire 2018
July 15-19
Las Vegas, NV
www.partner.microsoft.com/inspire
Autumn
GP Tech Conference
Fargo, ND
www.gptechconf.com
September
Microsoft Ignite 2018
September 24-28
Orlando, FL
www.microsoft.com/ignite
D365UG/CRMUG
Summit 2018
October 15-18
Phoenix, AZ
www.crmugsummit.com
GPUG Summit 2018
October 15-18
Phoenix, AZ
www.gpugsummit.com
NAVUG Summit 2018
October 15-18
Phoenix, AZ
www.navugsummit.com
10 WINTER 2018 | THEPARTNERCHANNEL.COM

CONFERENCE
LINEUP 2018
Join your user group peers at these can’t-miss conferences hosted by Dynamic Communities.
March 19-21. Chicago.
Dynamics Partners and Dynamics GP Users
GPUG Amplify brings together Microsoft Partners,
Microsoft leaders, and business leaders in a quaint
setting where questions can be answered,
discussions will be had and connections can be made.
Dynamics Partners are also invited to attend the
Partner Exchange on March 19.
gpugamplify.com
24-26 April. Ireland.
Dynamics 365, AX, and CRM Users
Summit EMEA is the user group conference that brings
Microsoft Dynamics 365, AX and CRM users,
industry experts and software development vendors
together to discuss important issues, to learn about
product updates, and to find genuine solutions
that suit your business needs.
summitemea.com
April 23-26. St. Louis.
Dynamics SL Users & Partners
You’ll learn what you can accomplish with Microsoft
Dynamics SL, but also get clear direction on how to do
those same tasks when you get back to the office.
No matter how experienced you are with Microsoft
Dynamics SL, you’re guaranteed to take home
solutions for your everyday Dynamics SL challenges.
dslugconference.com
May 21-24. Indianapolis.
Dynamics 365, AX, CRM, and NAV Users, Power BI Users
Focus is the conference to attend for
concentrated learning through 90-minute,
deep-dive sessions presented by industry
experts. Sessions are created for advanced
users and are longer, allowing for a deeper
learning experience.
ugfocus.com
August. Fargo.
Dynamics GP Partners
The only conference dedicated to the technical
learning and educational opportunities for
Microsoft Dynamics GP Partners. This
conference will feature content tracks for
developers, technical and consultant roles, and
will include the chance to hear the latest
Dynamics GP developments.
gptechconf.com
24-26 April. Dublin.
Business Analysts, Data Professionals & Power BI Users
Learn how to bring your company through the digital
transformation by gaining new understandings of your data
and deepening your knowledge of the Microsoft Business
Intelligence tools at Data & BI Summit. Advance your
career by learning the latest updates and how they
can help you and your business and network with
your peers and the Microsoft Power BI team.
databisummit.com
October 15-18. Phoenix.
Dynamics 365, AX, CRM, NAV,
& GP Users, Power BI Users
The one place where you’ll take part in general
sessions, essential knowledge exchanges,
product insight forums, and authentic
networking opportunities.
dynamiccommunities.com/conferences
Interested in showcasing your product & solutions at these conferences?
Sponsorship opportunities are available.
Send inquiries to sponsorship@dynamiccommunities.com

ON THE HOMEFRONT
End
THE OF THIS
Beginning
STORY IS THE
OF ANOTHER
story by JENNY DAVIS
I
f you read the Notes on Page 7, you know that
The Partner Channel is teaming up with Dynamic
Communities, Inc. If you skipped that page, now
you know. (If you skip both pages, well…you’ll hear
sometime.)
Spider Johnk asked me to work with him in 2004 as
my event manager career at Microsoft was coming to a close. In 2010, he
asked if I wanted to purchase The Partner Channel. While he was ready
to move on and do new things, he wanted the company to continue.
Eight years later, I find myself in the same spot.
We ran a small but mighty team, and I’m proud of everything we
accomplished. Now it’s time to see how these programs sound with a
bigger megaphone.
It feels natural to insert The Partner Channel’s offerings – The
Magazine, The List, The Genius Series, the Marketing in the Dynamics
Community reports, and the Membership Rewards Program – into
the Dynamic Communities portfolio. I’m a little in awe of what
they’ve created over the last 15 years, and it proves that there is a
deep need for people to form a community and knowledge base that
helps everybody do and achieve more. It just works.
The next issue of The Partner Channel Magazine will be the
beginning of a story that will carry on a legacy of providing value to
Partners and their personal and professional success. I am excited for
what is to come in this upcoming chapter.
And now for the thank you’s…
First, to my team.
»»
Jane Olson is the most personable, capable, and passionate
professional you will encounter. She will continue on with
Dynamic Communities, working with Partners as part of the
sponsorship team. Jane and I have worked together since 2005,
and it has been a sincere pleasure. Thank you for being such an
amazing steward to Partners and their marketing interests over
the years.
»»
Bethany Foyt joined our team to lead marketing endeavors
when I was tired of staying up late to try and get the job done.
There wasn’t anything that I could throw Bethany’s way that she
couldn’t handle, and I’m so grateful for that! Thank you for taking
things that rattled around my brain and making them happen.
Bethany will join Dynamic Communities as well, as part of their
marketing team.
»»
Jasmine McNellis is the nicest “follow upper” that you’ll meet
– ever! She took great care in her work – especially in keeping our
data clean! – and I’m so glad that Partners had the opportunity
to work with you. Jasmine will be pursuing other interests, and
though we will miss her, I’m excited that another company will
have the opportunity to experience her talents.
And now to people you may not know, but you’re holding their
work in your hands.
»»
Shawn Olson is one of the best designers I know, and I’m so
glad that Spider brought her on board to design the magazine.
She has a terrific ability to take thoughts and turn them into art,
as well as stay cool, calm, and collected when faced with some
ridiculous project loads on top of her day job!
»»
Kate Mund wrangles our commas, slices our run-on sentences,
and helps make sure a contributor (including me!) has finished
a thought before diving into the next. She was right there with
us through “five magazine quarters” and past-press submissions,
and I’m grateful to have had her on board.
»»
Dave Swang works hand-in-hand with Jane to produce The
List in addition to designing graphics for the magazine and
other projects. Whenever I think of Dave, I think of, “Sure. No
problem!” and a big smile on his face at all times. I couldn’t ask
for a better extension of our team.
»»
Kathy Leingang, Sandy Horner, and the Forum
Communications Printing team do so much more than print
this magazine and drop it off at the post office. They made sure
our advertisers looked goooood in print and went above and
beyond when we had a time-sensitive (i.e. this needs to be at an
event in Dallas by Tuesday) release.
»»
Matt Mastrud has been creating the art you see on these pages
for so long that I can’t remember when I first met him. Matt (aka
Punchgut) is an artist that has always brought a smile to my face
with his ability to bring a story to life in an unconventional, witty,
and truly awesome way.
And then those brilliant contributors.
I’ve included an editor’s note at the end of their articles, so please indulge
me before you turn the page. We’ve had other contributors through the
years who have gone on to other passions and they have helped to shape
this magazine into what it has become. Thank you to all of you. As I draw
this to a close, I’d be remiss if I didn’t call out two of my mentors.
»»
Bonnie Robertson captivated me from the moment I met her
at Microsoft. Her ability to tell a story and inspire an audience
was amazing to watch and it was a privilege to feature her at our
past events and in the magazine. Bonnie’s thoughts and words
shaped so much of what I’ve done as a professional, and I’m
thankful for everything she’s shared with me over the years.
»»
Spider Johnk came into my professional life about a week after it
started. He designed the sets for our Microsoft events, and I was so
impressed with the care he took in creating an experience. Spider’s
talents went far beyond the set, and although I’m pretty sure he
dreaded the idea of “managing” somebody, I loved sitting in his
office and getting to be part of his grand ideas. I talked him into one
last piece of art for this magazine, a swan song for both of us.
Finally, those awesome people at home.
»»
My husband, Casey, children (Peter, Charlotte, Jameson,
Stella, and Bridget), parents, siblings, and friends have
been so supportive when I’ve been holed up in my office on a
deadline, “hanging a bunch of paper” on my wall during layout,
and bringing my computer to the lake because there was an
article to finish. I love you all. Thank you for not thinking I’m
nuts…or for keeping it to yourself if you think I am.
With that, I give you, the Winter 2018 issue of The Partner Channel
Magazine.
12 WINTER 2018 | THEPARTNERCHANNEL.COM

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Interested in a free analysis of your
operations? For a consultation, reach
out to info@dsiglobal.com
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P +1 816 416 5000 | TF +1 800 217 8030 | info@dsiglobal.com | dsiglobal.com | © 2017

LEADERSHIP
14 WINTER 2018 | THEPARTNERCHANNEL.COM

FIVE
REASONS
TO
Specialize,
Supersize,
NOT
FOR GROWTH
story by SHANN McGRAIL
illustration by SHAWN OLSON
One of the hardest things to do in business is to give something up, especially when that something
may be customer business. However, giving up certain business and certain customers can be the
smartest, most profitable growth strategy. In other words, don’t supersize your business, specialize.
In the technology industry, many companies grow by responding to customers’ requests to add
new features, to service new markets, to provide consulting, to train employees on a new solution,
and other extras. Every business is in the midst of digital transformation and needs advisors who
can truly understand their constantly-changing context. It may sound counterintuitive, but providing increasingly
larger selections of products and services – driven by reacting to requests rather than advising on direction – limits
growth options and drives up costs.
THEPARTNERCHANNEL.COM | WINTER 2018 15

Here are five reasons businesses should look to specialize rather than supersize to find success in a particular
function or industry:
1
STRONGER CUSTOMER CONNECTION = HIGHER PROFITS
Choosing to focus and build depth of expertise in an offering means gaining a deeper understanding of the
customers who will ultimately benefit from it. That understanding includes getting to personally know one’s
customer – the people who make up the company, what their roles are, and what the business challenges are that
they work to overcome every day. Using what is learned about customers and reflecting that back to demonstrate,
position, or even shape an offering enhances one’s credibility with customers. They see value in a company having
taken the time to know them and to fully understand the problems and opportunities they face and will be more
willing to pay for that value – a positive impact revenue for the specialist.
In a survey done by the Shirman Group (http://www.shirmangroup.com/pdf/Summary_BtoB_Vertical_
Specialization_Benchmark.pdf), more than 70 percent of companies that specialize by industry report a positive
impact on revenue. Looking at the expense side of things, it becomes less costly to reach customers with
specialization. When companies take a vertical focus, the average spend is 22 percent on sales and marketing versus
38 percent for companies of similarly sized revenue who do not specialize by industry vertical.
2
STANDING OUT IN SOCIAL MEDIA
The trend for some time now is that non-IT executives are owning bigger and bigger budgets to spend on
technology. In fact, in the U.S., estimates are that 60 percent of technology projects are being spent by executives
outside of IT. The rise of FinTech, HR Tech, and the increasing responsibility the CMO has in technology decisions
are excellent examples. Now, pair that information with the fact that most executives are 75 percent of the way
down the decision path before they ever decide to contact a salesperson. Specialization plays a big role in being
discovered when these executives are ready to discuss opportunities. Turning up in search engines is only one
small part of the puzzle. Specific and targeted content marketing, thought leadership pieces that speak directly to
executives in search of solutions, and references from peers who have similar challenges are what counts when it
comes time to make contact.
3of its operations:
OPERATIONAL EFFICIENCY
Think of what it is like to learn something new. Whether it is a new sport or a new leadership technique, as a
beginner, there are many activities to concentrate on as we move toward mastery. With time and practice, the activity
becomes part of muscle memory and requires less energy to be done well. In a business context, specialization
encourages an increased understanding of the customer that drives a company toward a more focused execution
»»
Sales and marketing become more efficient and effective because it becomes easier to create (and re-use)
successful proposals;
»»
Delivery teams have a better idea of how to fulfill on projects and which risks need to be mitigated;
»»
Finance and accounting understand billing cycles of customers and optimize accordingly.
As a company aligns operations with the needs of its targeted customer base, it moves closer to providing a
“friction-free” experience for them – and that kind of experience translates into competitive advantage and dollars.
4
BRAND AWARENESS
Specialization creates stronger awareness of a company’s strengths with target customers. This assumes, of
course, that the company’s value proposition clearly reflects the focused nature of its expertise in a way that rings
true with its customers. When customers can readily expound the value of dealing with a company, word-of-mouth
lead generation and positive references are more likely to occur.
Getting the word out is easier with specialization. This is because the topics covered in content and marketing
campaigns can be narrowed to ones that directly and deeply tie into the business and emotional needs of the
customer. This narrower focus means better management of investment of marketing dollars and easier
determination of which activities yield the best return on investment.
In the Shirman Group study referenced earlier, companies that specialized realized a 30 percent improvement
16 WINTER 2018 | THEPARTNERCHANNEL.COM

in brand awareness. It is not surprising,
therefore, that the study also indicates
that 67 percent of companies plan to
increase their industry specialization.
Editor’s note: Shann and her business partner, Diana Kreklow, have been an inspiration to me
with their knowledge-sharing and advocacy of the Partner-to-Partner business model. Thank you
for your support in sharing your stories in the magazine.
5
AGILITY IN COMPETING
To develop a strategy that will
outmaneuver the competition, a
company needs deep knowledge of
the business landscape in which it
operates. Having a narrower customer
focus means there is a smaller set of
competitors.
Contending with fewer competitors
allows a company some breathing room
to react more quickly to changes in, and
have influence over, the markets they
serve. Specializing gives a company
insight into the risks its customers will
face when their markets change and
provides an opportunity to be best
positioned to help customers address
those challenges.
DISCIPLINE WILL BE
REWARDED
It takes discipline for an organization
to resist the urge to supersize. The
benefits, however, of choosing to
specialize rather than supersize include
the potential for deeper customer
connections, reputation building among
executive decision makers, streamlined
operations, stronger brand awareness,
Powered by
5,000+
and an increased ability to beat the
competition.
Saying goodbye to existing business
or choosing not to pursue any and all
opportunities that present a potential
for growth can be one of the hardest
things to do – but the result, for the
organization and its customers alike, will
be well worth it.
Powered by
5,000+
Shann McGrail is co-founder and strategic
ug in and program go with specialist pre-configured at Devreve. data This connections.
article
nnects out is based of the on box the to Microsoft many common Inspire session
ta sources including: Microsoft Dynamics 385,
she delivered in July 2017. Contact Shann
crosoft Dynamics AX, Microsoft Dynamics CRM,
crosoft Dynamics
at Shannm@devreve.com
GP, Microsoft Dynamics
for more info
NAV,
crosoft Dynamics and/or for SL a recording and other and systems. slides from the
wer BI connectors session. also available.
Plug in and go with pre-configured data connections.
Connects out of the box to many common
data sources including: Microsoft Dynamics 365, 385,
Microsoft Dynamics AX, Microsoft Dynamics CRM,
Microsoft Dynamics GP, Microsoft Dynamics NAV,
Microsoft Dynamics SL and other systems.
Power BI connectors also available.
THEPARTNERCHANNEL.COM | WINTER 2018 17

PROOF IS IN THE PUDDING...OR THE PROFITABILITY
Reporting the Data
According to Louis Doré of k-eCommerce, there are three data-driven goals in creating a mutuallybeneficial
partnership:
»»
Profit for both entities is hands down, number 1.
»»
The second is market share and mindshare. In other words, helping Partners win new business
based on a solution being added to their offerings.
just ERP. k-eCommerce strives to help Partners differentiate themselves from their competitors.
“You could be doing all the right things and have great intentions with your Partners, but if the
profitability isn’t there, the Partner won’t see much value in working with you,” Louis adds. “At
k-eCommerce, we make a point to report, track, and share data that clearly shows profitability.”
»»
And finally, improving a Partner’s competitiveness so they can offer a vertical solution versus
FOR EXAMPLE...
» Four key national tier-one ERP VAR Partners showed 100 percent growth in revenue and profit by
adding the k-eCommerce solution to their offerings as well as growing their business by banking
on perpetual monthly recurring revenue which leads to more profit year after year.
» Four key tier-two and tier-three national ERP VAR Partners embarked on verticalizing solutions with
services around e-Commerce to compete in a creative manner against their own ERP competitors.
A NOT-SO-PERFECT MATCH
Similar Business Ethics
KEY2ACT has an annual Partner fee, which covers costs related to joint marketing efforts or
registration for their annual user events. But one VAR decided they would not pay that fee. They
also demanded bigger margins and huge discounts in order for them to recommend KEY2ACT to
their customers over other products that they represented.
“We would expect that our Partners propose the right solution for an end user as opposed to
the solution that makes them the most money. A partnership means that both organizations are
profitable and can be successful. So, in this particular situation, the business ethics were not a
match, and we chose to go our separate ways,” Diane Seymour, KEY2ACT, shares.
EVERY RELATIONSHIP TAKES WORK
Working in a Common Vertical
The best Partners for Horizons International are the ones who invest in becoming an expert of
their products, but Frances Donnelly adds, “You have to respect whether or not your vertical applies
to the Partner’s opportunity. If it doesn’t, why would they invest? If it does, provide the education
they need to really get a handle on why the add-on is a fit for their customers.”
The nature of the manufacturing vertical that Horizons focuses on calls for engagement on their
part as an ISV, subject matter expert, and on the VAR’s side as a forever student. “In manufacturing
and quality management, there is a need to constantly improve and understand how others in the
industry are innovating. Sharing our knowledge with Partners allows us to build the bond with them
and for those Partners to then build the bond with their customers,” Frances explains.
Mutual engagement goes a long way in forming a strong bond between an ISV and a VAR. “We don’t
have to knock down their doors all the time. Once VARs get the message and experience the revenue
benefits and relationship benefits of working with us, they are committed and put in the extra wor
to learn our products,” Frances adds.
18 WINTER 2018 | THEPARTNERCHANNEL.COM

Keys to a
SUCCESSFUL
PARTNER RELATIONSHIP
BROUGHT TO YOU BY THREE MICROSOFT DYNAMICS ISVs…
Diane Seymour
Channel Sales Manager
Louis Doré
Director of Channel Sales
Ethel Velentzas
Director of Marketing
Frances Donnelly
Director of Product
Development and Sales
TRUST
COMMUNI-
CATION
“Trust is crucial in a
strong channel Partner
relationship. Trust in
maintaining confidentiality,
but also trust in each
other’s capabilities.”
“Communicating clearly
and often is crucial, as
well as timely responses,
so that both organizations
can operate efficiently.”
“In order to have a strong
relationship, you need to
be trustworthy, honest, and
fair.”
“Best way to reach out to
Partners? The old-fashioned
phone call. And making that
connection versus online or
social media.”
"Partners are our #1 priority.
I tend to stop what I'm doing
to serve my Partners. They
are willing to work with us,
so we put them first."
“Respect the Partner’s business.
The customer belongs to the Partner,
and our job is to make sure that
the relationship between the customer
and their Partner is stronger
as a result of our engagement.”
“Communicate proactively and
thoroughly. Don’t wait to be
asked, don’t leave customers
or Partners wondering what
is going on. There is no such
thing as too much answer.”
k
EDUCATION &
RESOURCES
“Ongoing cross-team
education enables both
organizations to clearly
understand each other’s
processes, expertise, and
capabilities.”
“We have a very robust
Partner business portal
where Partners can find
marketing materials, check
on incidents, and find troubleshooting
options for our
solutions. It’s a self-serve
portal so that Partners can
get what they need and
move on with their day.”
“It’s important that
we can shift very fast
to meet Microsoft’s
messaging. We also
listen very closely to our
Partners and the pain
they’re going through so
we can adjust.”
“We have a cadence of
Partner activity, starting
with educating their internal
sales force on what we do
through internal webinars
and documentation. It’s the
best way to help Partners
understand what we do and
the value that we bring.”
“Our Partner program is
built to be scalable, repetitive,
and templatized. We
have the core pieces that
Partners can work with and
customize to their needs.”
“Share information.
Knowledge in your head is
not helpful; get it out there.”
THEPARTNERCHANNEL.COM | WINTER 2018 19

MARKETING
8
BRILLIANT WAYS TO
MAKE CUSTOMERS
PART OF
Your Story
story by BARBARA PFEIFFER
illustration by DAVE SWANG
A
s technology marketers, or technologists, you can probably pitch your products in your
sleep by now. It’s what you know best. It’s your comfort zone. But, there is so much more
to your story than the products you sell or support.
Do you know how your customers use your products? Why they continue working
with you? What benefits they’ve realized as a result of your partnership? Many customers
are willing to share great experiences…IF you ask. You might be surprised at what you
find out, and there is generally a marketing gold mine in their answers.
IT’S TIME TO FLIP THE SWITCH FROM PRODUCT STORIES TO CUSTOMER
STORIES
Whether you call them client case studies or customer success stories, these little gems are one of the most – if
not the most – important marketing assets you can have. Just having them, however, is not enough. To truly take
advantage of the power of customer stories, you need different formats for different mediums and more engaging
ways to tell your stories than the same old two-page PDF you’ve been doing for years.
Ready to get creative with your customer stories? Here are a few ideas to get you started.
INFOGRAPHIC CASE STUDIES
According to the Social Science Research Institute, 65 percent of us are visual learners. Why not create an
infographic case study to capitalize on that? Think about doing these for an initial rollout showcasing things like
time to market, etc. and then again after a year or so when you can show the customer’s ROI. Another approach?
Create an infographic that pulls your best customer quotes or stats into one strong visual piece.
EBOOKS
Compile the best of your customer stories into a single eBook. You can create different versions for different
industries or showcase your solution’s flexibility by bringing different industries and solutions together. Don’t
skimp on the design here. Create a powerful and enticing cover and use strong images throughout. You can embed
videos, add trivia, and make your eBooks an interactive experience for readers.
20 WINTER 2018 | THEPARTNERCHANNEL.COM

THEPARTNERCHANNEL.COM | WINTER 2018 21

DIMENSIONAL MAILERS
Dimensional mailers can help you stand out and are a powerful way to reach out to your best prospects. Make
your mailer about your customer to add even more impact. Instead of a trinket, send something that represents your
customer. If you’re working with a consumer goods company, maybe you could send their product. Work with an
automotive company? Send a toy or model car. If you don’t have that type of client, send something representative
of their brand or your project. Of course, this won’t work for every client, but all of us probably have at least one
customer that can be showcased this way. Include a short letter and a case study with your package, and make sure
you follow up with a call after the mailing.
EMAIL MARKETING
Bring your clients into your lead generation emails. You can do this in a variety of ways, from making the whole
campaign about your customer to just referencing them in the body of the campaign as a “proof point.” Customer
quotes or references to other customer stories can also work great as a sidebar or P.S. in your emails.
QUOTE CARDS
Quote cards are a simple way to add
impact to short quotes or testimonials.
Find an image that represents your
customer (a logo can work as well)
and create a quick graphic that shows
the quote and image side by side. You
can create these in PPT or any editing
program. Share them everywhere. They
are great visual posts for LinkedIn. Use
them on your website and in PowerPoint
presentations. Turn them into posters
or postcards to use in your tradeshow
booth.
WEBSITE HOME PAGE
If you’re still using stock images and
business value statements in a slider on
your home page, you’re missing a huge
opportunity to showcase your customers.
Use THEIR images, logos, and quotes
instead. If that won’t work with your
site’s structure, add quotes and images
somewhere else on the home page. The
key here is to make sure site visitors hear
from your customers without even a
single click.
When you’re updating your website,
don’t forget to include case studies on related internal pages. For example, if I’m looking at a distribution solution,
share a customer story in that industry on the same page. Don’t make me have to look for the customer section to
see what you’ve done in my industry.
22 WINTER 2018 | THEPARTNERCHANNEL.COM

EXPLAINER VIDEOS
Animated case studies are a great way to highlight customers you can’t get on video and can actually be more
compelling than a “talking head”. They’re also great when your customers aren’t the best speakers or aren’t
comfortable with the idea of a video. Although videos like this can be costly, online animation agencies like
wizMotions, Promoshin, and AnimationVids have made them far more cost-effective for most B2B marketers.
If you’ve never worked with an animator before, consider bringing in a marketing agency to craft your script and
storyboard for the best results.
WEBINARS
Buyers want to hear from their peers, so your clients can be a big draw for a webinar. If you have a client who is
a great communicator and willing to be a featured speaker on a webinar – DO IT NOW! Not so lucky? Maybe they
would be willing to answer questions about their project. Open the webinar by providing a short presentation on
the project and then have your technical team and client on standby to answer questions. Keep these short (around
10 to 15 minutes), record them, and share everywhere. Make sure you have a series of questions for your speaker
ready to go.
MORE TIPS FOR YOUR CUSTOMER STORIES
Hopefully these ideas got your wheels turning, and you’re excited to start making your customers’ stories part of
your story! Before you jump in, here are some additional tips to get the best value from your investment.
MAXIMIZE YOUR STORY’S FOOTPRINT
Like with any marketing investment, you’ll want to maximize each customer story you have. Think of all the
pieces you can create from one interview and case study. Write blogs about each of the challenges the customer
faced and how you addressed them. Were there “lessons learned” you can build into a blog or article? Create at least
six to eight LinkedIn posts or tweets that link back to your story. If you already have some great case studies, use
some of these ideas to give them new life and distribute them on new platforms. Pull out the best facts and highlight
them in an infographic. Turn the best quotes into title cards. There are lots of possibilities, so don’t just post them
on your website and be done.
THE POWER OF VISUALS
Regardless of the form your customer story takes, pay special attention to the visuals. This is about your customer,
so using stock images to illustrate their story will reduce the impact. Consider images of your client’s product (if
there is one), their warehouse, an office building or sign, or their staff in action. If those aren’t options, screenshots
of their custom solution or portals are also helpful visuals.
As you can see, there are many options for going beyond the traditional case study and adding some punch
to your customer stories. However you present them, they are always a powerful way to stand out from your
competitors and sway the vote in your favor.
The team at The Partner Marketing Group has helped hundreds of software and technology companies tell their stories in
a more creative, modern, and engaging way. Contact Barbara at Barbara@thepartnermarketinggroup.com or visit www.
thepartnermarketinggroup.com to learn about industry-specific marketing solutions and programs for your business.
Editor’s note: It has been such a privilege to work alongside the talented individuals that make up The Partner
Marketing Group. They have such a vast knowledge base and their combined talents are an enormous asset to the
Partners they support.
THEPARTNERCHANNEL.COM | WINTER 2018 23

INTERVIEWEES
Claude Watson (CEO) and
David Durham (President and CFO)
WEBSITE
www.mcaconnect.com
LOCATIONS
Cincinnati, Ohio; Denver, Colorado;
and Houston, Texas
VAR PROFILE
STRATEGIC VISION
M
CA Connect
began as a
charter Partner
during the first Axapta
training class in the United
States back in the day. They
continued that journey as
Axapta and Navision were
Claude Watson
acquired by Microsoft. They
took a big bet from day one
to go all-in with Microsoft products, and that bet, whether good
fortune or strategic vision (we’re thinking strategic vision here),
has paid off in full.
“Over the past four years, Microsoft Dynamics AX plus
Microsoft Dynamics CRM have become the flagship business
applications products for Microsoft, and we’ve ridden that wave
as the two products merged to offer up Microsoft Dynamics
365,” explains Claude Watson, CEO of MCA Connect.
MCA Connect has made very good decisions to get where
they are today, all of which have been thanks to their approach
in taking an industry vertical strategy to market and specializing
in discrete manufacturing, energy, and field service.
“We’ve always gone to
market by industry, and
instead of trying to scale by
adding other technologies
like Oracle or SAP, we have
grown by staying true to our
Microsoft roots, expanding
David Durham
our ERP service offerings
into CRM/XRM, Power
BI, and Azure IoT, plus
application hosting offerings on the Azure cloud platform. Going
forward, it is likely that we will continue to scale by penetrating
adjacent verticals like process manufacturing, distribution, and
professional services,” shares David Durham, president and CFO
of MCA Connect.
In addition to undergoing company acquisitions and a major
rebrand the past few years, MCA Connect is bringing in awards
left and right. They were named Microsoft Dynamics Services
Partner of the Year for the U.S. in July 2017.
“We are grateful that Microsoft recognizes us,” Claude shares.
“This is our sixth worldwide Partner award, and we’re very
proud of it.”
24 WINTER 2018 | THEPARTNERCHANNEL.COM

NUMBER OF EMPLOYEES
150 to 200
COMPANY GROWTH RATE
20 to 25 percent year over year
“”
“If you get too aggressive with growth, quality suffers.”
– Claude Watson, CEO of MCA Connect
The Partner Channel (TPC): Congratulations on your recent
Microsoft Award! Why do you think Microsoft recognizes your
company’s greatness?
Claude Watson (CW): In addition to our vertical focus, we chase
opportunities where we add value and where we can win. We have
always focused on what we’re good at and not being everything to all
clients. We’ve worked hard to develop that reputation with Microsoft.
If we make an investment in a sales pursuit, we do so because we
are confident we will win. We even say no to a lot of opportunities,
because we don’t feel we’re the right Partner for them.
David Durham (DD): That reputation is especially helpful now as
Microsoft’s sales organization undergoes a major restructuring. The
account executives across Microsoft who are new to selling Microsoft
Dynamics are trying to figure out which Partners to align with, and
hopefully this recent award will help put us top of mind.
TPC: How has Microsoft’s sales reorg affected MCA Connect this year?
DD: Microsoft Dynamics used to be a business within a business. All we
had to do as a Microsoft Dynamics Partner was interact with the U.S.
Dynamics representatives at Microsoft. Now they are mainstreaming
Microsoft Dynamics with the reorg so that Dynamics 365 is offered
broadly. Instead of us dealing with just a few hundred people at Microsoft,
we’re connecting with and dealing with thousands of people.
TPC: You’re definitely no stranger to change. What is your motto
for staying fresh as a software company?
DD: Change or die. We reinvent the business every 12 to 18 months
so that we remain relevant to Microsoft. We believe that Microsoft
will continue the trend of doing more business with fewer/bigger
Partners, and as a private company with no outside investors to
please or answer to, we feel like we can be a bit nimbler than some of
the larger, global players that are entering the space.
CW: Scale matters.
TPC: What kind of market opportunities do you focus on at MCA
Connect?
CW: Our long-term growth strategy is and always has been going to
market around industry. We are solely a Microsoft shop, so we try to
broaden the types of solutions that we deliver to verticals by leveraging
Microsoft products. As Microsoft mainstreams Dynamics, it aligns
with our broader strategy to bring all of Microsoft to our clients.
DD: Yes, our industry focus has been the catalyst for growth and
our success, and we continue to broaden the services we offer
those current clients. Historically it was ERP; now we can provide
enterprise-wide solutions and leverage all that Microsoft has to
offer. We can scale the breadth of our services and logically move
into adjacent verticals, like distribution and professional services,
without any hiccups. For example, manufacturing helped us branch
into energy and then into field service.
TPC: What does MCA Connect’s story look like moving into 2018?
DD: 2018 will be an extension of our strategy of the past few years. We
now have scale in the practice areas that were major investments in
2015 and 2016, namely strategy and managed services, and we intend
to capitalize on those investments and accelerate our growth. The
success of those investments would not have been possible without
Microsoft’s technology roadmap and the success of Dynamics 365
and the Azure intelligent cloud platform.
CW: As Microsoft continues to invest in the cloud, we will follow suit,
especially around predictive analytics. Power BI users still need more
than a dashboard, so we are working to help users gather their data
and write some more helpful predictive algorithms.
DD: Microsoft has developed a tremendous cloud and digital
transformation story. We plan to extend our core capabilities around
ERP, CRM, and business analytics and deliver incremental value to
our customers leveraging Microsoft’s intelligent cloud platform.
TPC: What do you love most about the Microsoft Dynamics
channel?
CW: I’ve worked with other publishers in the past, and Microsoft
has the most Partner-friendly culture. They work with Partners
on everything. Other publishers tend to cherry-pick the best
opportunities and Partners get the table scraps, but Microsoft has
been a true partner to their Partners.
THEPARTNERCHANNEL.COM | WINTER 2018 25

SOLUTION SPOTLIGHT - ADVERTISEMENT
STEPHANIE VALENCIA
Controller and CPA,
California Medial Association (www.cmanet.org)
SOLUTION: Dynamic Budgets
The California Medical Association (CMA) is a
nonprofit organization representing physicians
of the state of California. CMA serves more than
43,000 members in all modes of practice and
specialties.
CMA managed budgets with Microsoft Excel spreadsheets and
templates for years. The time it would take the controller to create
templates, gather budget information from various departments,
and then consolidate any changes to the data were hindering any
type of valuable insight throughout the company. It wasn’t a uniform
process, and CMA’s 10+ budget managers had no idea if and when
changes were made to their budgets. If something was cut, they
didn’t know the specifics of why or when it happened.
In 2017, CMA’s controller and CPA, Stephanie Valencia, started
looking into budgeting tools to streamline budget management
and forecasting within Microsoft Dynamics GP. The budget she
was working with wasn’t very large, so she thought going with
Forecaster would be their best and cheapest option since they
already owned the tool. She soon learned that not only would
implementation alone be double their budget, but Forecaster
was also outdated and losing Microsoft support. Their Partner
recommended Dynamic Budgets.
“I heard Zubin (Gidwani, founder of Dynamic Budgets) present at
GPUG® Summit a few years earlier and was very impressed with his
knowledge and his solution’s flexibility,” Stephanie shares. “Once I
learned how quickly we could be up and running, and that the price
was within our budget (half of what Forecaster would have been), I
scheduled a demo.”
During that demo, Zubin showed Stephanie how the solution
would work with their data. After that two-hour meeting, the
solution was nearly set up. Once Stephanie got approval to move
forward, they were ready to launch Dynamic Budgets within a week!
Stephanie has been using the tool now for over six months, and
it’s her go-to for pulling any type of data out of Microsoft Dynamics
GP.
“I love how Dynamics Budgets is set up: Every single screen
within the tool is exportable to Excel,” Stephanie says. “Because of
that feature, I’ve been using it for interim audits or to look things up.
It’s so much easier to manipulate data than Management Reporter
(MR) or Microsoft Dynamics GP ever was. The navigation and
export capability to Excel are so easy; it’s really awesome.”
Budget managers can now see exact specifics to when and why
budgets are changed throughout the year. They all have real-time
access to the data, and it’s a single sign-on tool, so they don’t need
to remember another password. Managers can go into Dynamic
Budgets and answer their own questions instead of going to the
controller to pull another report.
“We used MR before, but it gave them too much detail to sort
through. Now, each budget manager has their own views set up for
their budget and can easily see where they stand,” Stephanie says.
CMA just used Dynamic Budgets for the first time to plan their
2018 budget and have received great feedback from users. Because
of the increased visibility, they are able to do more of a forecast
budget. In fact, they are already making modifications to their 2018
projections with no hassle.
“We’re confident that the 2018 budget will be much more realistic
on how the year will be than it has turned out in the past thanks to
Zubin and Dynamic Budgets,” Stephanie concludes.
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DynamicBudgets-122117-R5.indd 1
1/2/18 6:57 PM
26 WINTER 2018 | THEPARTNERCHANNEL.COM

SOLUTION SPOTLIGHT - ADVERTISEMENT
TREVOR STUMPF
Director of Accounting Systems,
Jackson Healthcare (www.jacksonhealthcare.com)
SOLUTION: StockIQ Technologies
Jofran Furniture is a family-owned furniture importer and distributor
based in Norfolk, Massachusetts. Over the past five years, they’ve
added more and more pieces of furniture to their lines and expanded
the company from traditional retail to multiple sales channels.
This rapid growth has led to major growing pains for Jofran. What was
once a fairly straightforward supply chain process turned very complex.
“It was quickly becoming impossible to manage the flow of inventory
into the proper locations with the increasing number of SKUs while
making sure it was all the right quantities,” explains Kristen Connell, chief
financial officer and director of operations for Jofran Sales.
Not only is it extremely difficult to keep up with the increase in
numbers, but timing is also a crucial factor as that is Jofran’s competitive
advantage: Shipping fairly close to “just in time”, about 24 to 48 hours
after orders are made.
“We carry heavy inventory so that we can meet just-in-time demands of
our customers, but we need to make sure it’s the right inventory or else the
warehouses are full, and we have no room for the items on order,” Kristen says.
Microsoft Dynamics GP helps Jofran manage the basic numbers for
their inventory planning, which is used to produce an unwieldy report
they have to sort through manually.
“We reference that report for most everything, but it’s very timeconsuming
to sort through, and it doesn’t give us much forecasting
ability,” Kristen shares.
Jofran ships to suppliers all over the U.S. as well as parts of Mexico,
Canada, Asia, Europe, and Saudi Arabia. Their warehouses are located in
Massachusetts, California, and Vietnam.
Even after expanding the Vietnam location, Jofran’s warehouses
are bulging at the seams. To accommodate, they are investigating the
possibility of adding a third location in the U.S. They also need a new
inventory management and forecasting solution to help get them – and
keep them – on the right track moving forward.
On the solution front, Jofran did their research and found several
vendors with supply chain management tools, but only one stuck out as a
company with which they could truly partner.
“StockIQ’s tool is very well-developed and easy to use. But the biggest
selling point for us was the partnership they could offer. The folks at
StockIQ are smart and open to suggestions,” Kristen says. “They have
been excellent in helping us find solutions to our unique pain points.
StockIQ is constantly improving because they listen to their customers
and actually implement those suggestions.”
Jofran plans to leverage StockIQ when they have firm plans for a
new warehouse. StockIQ will help point Jofran in the right direction by
helping to prioritize buying patterns and stock accordingly to account for
quicker lead times.
“It will give us great insight for our initial stock buy as well as analytical
tools to use for forecasting and planning,” Kristen adds.
In preparation for the launch date, Jofran’s users have undergone
StockIQ’s Inventory Theory Workshop, which teaches the background and
basics of the supply chain and StockIQ’s features and functionality.
“Some of our people were not formally trained in the supply chain. It’s
great to have a theory behind what they are doing every day. And Jeffrey is an
excellent instructor. He is able to make it applicable to all the folks and pace
it so people can keep up and leave with knowledge to apply immediately.”
Jofran plans to hit the ground running when they go live in mid to
late January.
“I’m looking forward to gaining efficiency in the supply chain and alleviating
some of the pressure on the folks in the
warehouses. StockIQ will allow us to
be more proactive than reactive. We
can achieve peace of mind knowing we
have the right inventory in stock at the
right time,” Kristen concludes.
SOLUTION: Liaison Software
Jackson Healthcare is a
nationwide healthcare staffing
company and the fourth
largest in the U.S. Through
healthcare staffing, search, and
technology, Jackson Healthcare impacts more than six million patients
in over 1,300 healthcare facilities each year.
Jackson has had Microsoft Dynamics GP for 15+ years, and around
10 years ago, felt the pains of paper invoices as well as manually filing
important staffing documents and little to no archiving capabilities,
which would allow them to find files quickly.
When Jackson invoices clients (hospitals, nursing homes, etc.),
they have to provide timesheets for the nurses and doctors they staff
along with the invoices. Every week, they would have to match up the
timesheets with about 1,000 invoices and then mail those documents to
the appropriate clients.
“Needless to say, that was a very time-consuming process to assemble
and organize thousands of documents each week. The cost of stuffing and
mailing envelopes was also a pain, especially when we then had to wait
three to four days before hearing from the clients,” shares Trevor Stumpf,
director of accounting systems at Jackson Healthcare.
Not only did it hold up the collections process, but Jackson was also
struggling to maintain satisfaction with the doctors and nurses that used
their services. “We had to stuff hundreds of envelopes a week, and there
was always a lag before doctors got their paystubs,” Trevor explains.
Jackson’s VAR, OmniVue, recommended Liaison Software
Corporation and their product, Liaison Messenger, to simplify
Jackson’s paper processes. Trevor recalls having no doubt it was what
their company needed. “It made perfect sense, and Liaison Messenger
was easily configurable to change rules if we needed to, instead of
totally redeveloping the product,” Trevor says. “The price was also very
reasonable. I wish I could calculate the amount of money it’s saved us
over the past decade. I know it’s enormous.”
Today, Jackson uses Liaison Messenger to create invoices electronically,
attaching the timesheet documents with no problems or time delays.
Based on the rules set for certain clients in the system, Jackson can mail,
email, or fax the documents while keeping track of what the clients prefer.
Liaison Messenger also archives all the documents on the company’s
network so they don’t have to manually file and then attempt to find
documents if needed. The documents are electronically stored and
immediately accessible on the computer.
“If clients have a question about an invoice, we can pull up the details
and resolve issues instantaneously,” Trevor shares. “We know it’s getting
immediate attention within minutes or hours, rather than days.”
Liaison Messenger has also simplified electronic funds transfer (EFT)
notices to their doctors and vendors. Instead of stuffing hundreds of
envelopes each week, the doctors and nurses get the notices before they
see the money in the bank so they know what to anticipate. If there’s
an issue, they have a chance to notify Jackson about it quickly, greatly
increasing satisfaction.
“I like that it’s a hands-off system. Once I set it up, it runs flawlessly,
and I don’t have to think too much about it. If there are any issues, Liaison
has the best support I’ve ever experienced. They are quick to respond and
help us through anything until it’s resolved,” Trevor concludes. “When
we purchased it, it was a nice add-on for GP. Now it’s become an essential
part of our business.”
KRISTEN CONNELL
Chief Financial Officer and
Director of Operations, Jofran Sales (www.jofran.com)
THEPARTNERCHANNEL.COM | WINTER 2018 27

THINK
FORWARD
StockIQ is a supply chain planning suite for distributors
and manufacturers using Microsoft Dynamics GP, AX,
NAV and Dynamics 365. Achieve your customer service
objectives through improved forecast accuracy and
efficient replenishment.
Demand Planning
Forecasting, seasonality,
& hierarchies
Purchase Planning
Work orders, POs, transfers,
optimization
Inventory Planning
Analysis, dashboards, & alerts
Supplier Planning
Lead time, supplier variability,
& analysis
10% -
30% 10% 30% -
50% -
Inventory
Reduction
Increased Customer
Satisfaction
70%
Improved Planning
Cycle Time
(720) 420-7946 | stockiqtech.com | info@stockiqtech.com
DOWNLOAD FREE EBOOK
“TOP 10 INVENTORY PRACTICES OF HIGH PERFORMING DISTRIBUTORS”
VISIT: STOCKIQTECH.COM/PERFORM/
28 WINTER 2018 | THEPARTNERCHANNEL.COM

ADVENTURE • BETHANY FOYT • COMMUNITY • COMPANY • FAMILY • FAREWELL • FARGO • FINAL WORD-A-GANZA
FRIENDS • FUN TIMES • JANE OLSON • JASMINE MCNELLIS • JENNY DAVIS
T N C I R T A P O N N A H S J O U R N E Y M J B A
H A F A M I S E A N M E M O R I K N A H T E A E D
A H O L S O N F O Y T F R I E N D F I N A M S T V
N C D A V I S J E N N Y A A D P A T R I C K M H E
K R P A R T N E R S F A R R C O M P A N F A R A F
Y E J O F B E T H A N Y R F G W O R L A N I F N I
O N A E A F A M A E T S T O R O F U N T I M L Y N
U T S N M R G I V A D Y N N E J S E I R O M E M A
O R M A I Y C I R T A P T I N U M M O C T F N J L
L A I J L L J F J A E N I M S A J G S N H A N A W
S P N J N I E U B S H A J N N O N A H R A M A S O
O E J A S M I N E M C N E L L I S N A E N E H M R
N H A N J A W T T N F C N Y S E A Z N T K M C I D
J T D E O F O I H N A H N N M N K A N P Y I R N A
W Y V O U N R M A A R A Y A E E N Y O A O T E E G
E N E L R O D E N P E N D H M W A O D H P N N M A
N A N S N S A S Y M W N A T O C H U A C A U T C N
R P T O J L G F F O E E V E R H T S V W R F R N Z
E M U N E O A I O C L L I B E R U T N E V D A E A
T O G R A F N N Y F A M S F R I E O P N T J P L T
P C O M M U N I T Y T H E P A R T R A F E A E L H
A J E N N Y J A T Y O F S I V A D Y T R A N H J E
H N S I L L E N C M F A R E W E L L R I N E T A P
C S H A N N O N F I N A L W O R D A G A N Z N N A
M E M O R S D N E I R F T H A N K S R E B M E M R
a
word ganza
Ladies and gentlemen, we have a winner!
Congratulations to Deanne Rasmussen of Warren Averett Technology Group
for winning our Fall 2017 contest.
Editor’s note: Jasmine McNellis has been an incredibly-valued team member of The Partner Channel for
the last 10 years. In addition to regular duties, she’s been creating the Word-A-Ganza for a handful of
years, and found a lot of joy in seeing your completed puzzles. Jasmine will not be moving forward with
Dynamic Communities, and we wish her the very best. Here’s one last Word-A-Ganza from Jasmine,
this time with a bit more personal tone.
STORY • TEAM • THANK YOU • THE PARTNER CHANNEL
JOURNEY • MEMBERS • MEMORIES • NEW CHAPTER • PARTNERS • PATRICK • SEAN • SHANNON
THEPARTNERCHANNEL.COM | WINTER 2018 29

LEADERSHIP
Storytelling
story by BILL ALLEN
DEVELOPING A BRAND IN THE
MICROSOFT ECOSYSTEM
illustration by MATT MASTRUD
I
n the age of viral marketing, and considering the information overload we all struggle with,
consumers demand more accurate, condensed, and compelling messages than ever before.
Storytelling begins with a strong communication strategy and champions who will help evolve
and re-tell the story.
As the story is told and retold, it evolves, takes on a life of its own, and becomes richer and
more viral. Everyone loves to hear and tell a good story, especially when the upside is clearly
defined, it generates clear, tangible ($) or strategic benefits, and it is told by a highly credible source. The additional
content and credibility of “sponsors and influencers” as champions enhances and lands the key messages, ultimately
scaling the effort.
In one example, a leading Fortune 1000 ISV in the SAP space decided to pursue Partner development with
the Microsoft channel. The first challenge was gaining support from Microsoft sponsors in order to propagate a
managed relationship and garner support for certification, channel development, and marketing services. Even
though this company was a multi-billion dollar household name, and a current Microsoft vendor, they were amazed
that they could not raise any interest from Microsoft or from anyone in the channel.
Applying the principles of messaging framework, they developed a unique and compelling story that caught the
interest of Microsoft and key influencers in the channel. As their story was told and properly aligned with the right
sponsors at Microsoft, it gained momentum, landing their credibility and branding in the channel without a single
sale being achieved.
30 WINTER 2018 | THEPARTNERCHANNEL.COM

THEPARTNERCHANNEL.COM | WINTER 2018 31

“First impressions are vital for ISVs to expand their
brand and to drive awareness. A company’s key
messages drive the storyline, and it is critical for them
Within four months of the first contact, the ISV was assigned as a managed Partner to the U.S. Partner
Development Team, received one-on-one help with certification, and, in 18 months, this company was
experiencing rapid growth with more than a dozen Microsoft resellers on board and more than $1 million in
annual license revenue.
The first step in creating an effective story is a combination of art and science to create a well-designed and
detailed messaging framework. This tool is used to organize and highlight your company’s key differentiators
and strategies based on various targeted roles, audiences, and individuals, and to create a baseline to evolve
the message with new input and developments.
Any good story is comprised of a compelling theme, characters, tension, drama, and excitement. Thousands
of unique stories are played out every day in our community and ecosystem...every ISV has a story to tell.
It is imperative – through deep-dive sessions, research, and analysis of all outward-facing messages,
customers, case studies, competitors, etc. – to capture the unique differentiators that are the most critical to
the target market. Once defined, these can be organized by creating five to 10 messaging pillars to guide the
message. These can be further broken down and customized by target role (audience), alignment solution,
platform, vertical, medium, and desired outcomes as well as by creating value statements and adding
in conversational content such as customer and Partner success stories, ROI stats, and strategic impact
achievements.
During the messaging framework process, messaging pillars are validated with key influencers, insiders,
known experts, and advisors to help calibrate, refine, and prove out the key messages. This process greatly
enhances the effectiveness of the communication strategy and targeting while leveraging the credibility,
knowledge, and excitement of the individuals involved.
Continually test your story with experts and advisors, people who can provide input to better define and
highlight areas of strength, weaknesses, gaps, and opportunities that you may not have thought of yet.
Developing a highly targeted and specific communication strategy, focused on key sponsors, influencers,
and friendlies, is the key to initial success. A good story always includes strong references or champions that
provide credibility. Strong sponsors and influencers lead to strong references to new Partners, influencers,
market insight and intelligence, associations, and referrals, and, in short, provide additional credibility.
Recruiting sponsors and supporters using a well-defined contact strategy begins with socializing the content
and messages (news) informally to explore the uptake and alignment.
Key initial contacts in this phase can help gain support from other key sponsors. In one case, during this
phase, a leading Microsoft Dynamics ISV and longtime influencer in the community was able to recommend
a specific Microsoft recruit and development program that was in play, providing more than $75,000 in
marketing funds and services.
Generating strong sponsorship begets more sponsorship. As the story is told and enhanced with new
details and perspectives, ISVs gain more acceptance. Inherent credibility and acceptance among peers, and
32 WINTER 2018 | THEPARTNERCHANNEL.COM

to be well-defined, aligned, and communicated in a clean,
efficient, and consistent manner,” says Luther Carlson, senior
Microsoft strategist at KBA Alliances.
in the community, help justify investment
from key sponsors, like Microsoft. This
leads to brand development and can
springboard the process of engaging you
with Microsoft field sales contributors,
exposing opportunities and alignment
with your target customers, and driving
pipeline and exposure to new Partners.
The propagation of your story and viral
marketing takes effect once your story
has taken root, sponsors are engaged, and
influencers are generating awareness and
credibility. This is where the story takes on
a life of its own.
Continued propagation of your story
requires ongoing product launches,
webinars, events, digital marketing, PR,
and Partner recruitment. Through a
robust, back-linked digital marketing and
community building strategy, the story can
be multiplied and landed with the target
audience (customers and Partners).
Bill Allen is founder and CEO of
KBA Alliances. He can be reached at
Billa@kbaalliances.com.
Editor’s note: I had the privilege of meeting
Bill this fall. I’m not sure how we circled this
community for so long without connecting,
but I’m glad that we finally did so that I can
write this note about him! Bill has a great way
of looking at Partner businesses and what that
next value-add could be, and I’m appreciative
that he included me in those conversations.
ParamountWorkPlace.com | 800.725.4408
SaaS Cloud-Based . On-Premise . Hosted
Easy for Employees, Effective for Management,
and Powerful for Accounting!
THEPARTNERCHANNEL.COM | WINTER 2018 33

SALES
HOW WILL ARTIFICIAL
INTELLIGENCE (AI) IMPACT
ERP Software?
story by PETER JOECKEL
illustration by SHAWN OLSON
DON’T HOLD YOUR BREATH!
T
witter synopsis for the attention span challenged: Like other technologies that ERP software
publishers fall in love with for marketing purposes, “AI” in its truest sense will have no impact
on ERP software because there is no such thing.
Claims of AI-powered software-assisted solutions are starting to pop up more frequently,
and I am starting to see it mentioned in relation to ERP. To be clear, regardless of what
breathless marketers and science fiction fans love to dream about, there is currently no such
thing as artificial intelligence in its truest form.
Sure, there is faster processing of complex problems and machine “learning” that has led to the illusion that
computers and software have achieved AI, but that is not the case.
There are no computers today that are sentient or have “sparks of intuition” or “aha” moments that separate
humans from machines.
However, that will not deter ERP software publishers and their related universe of third-party products and
supporting technologies from making fantastical claims as to how freshly “baked-in AI” will dramatically change
not only the world, but also their products’ value.
To all of them, I would like to call BS.
There is no question that computers can work faster than human beings on solving complex problems, and that
ability becomes greater and greater as computers become more powerful and software more complex, but at its
best, we can approximate or fool people into thinking that they are intelligent.
My main concern is not that there is not a clear understanding of what AI entails, but that it is another rabbit
hole that ERP vendors can run down to create slick marketing campaigns in favor of fixing fundamental issues that
have plagued the ERP industry:
»»
Poor software design
»»
Poorly and undertrained implementation channels
Combine those and other factors, and you fail to fix the fundamental problem of the ERP industry that there are
no successful implementations, if we agree on a basic set of goals for a successful ERP implementation:
»»
On time
»»
On budget
»»
Delivering promised functionality
Then there has never been a successful ERP implementation in the history of the market.
34 WINTER 2018 | THEPARTNERCHANNEL.COM

Cries of outrage from offended implementers are expected and will be memorialized in a soon-to-be established
ERP Implementation Hall of Fame.
But back to the AI discussion.
Advances in how computers perform against humans in games is one of the primary areas where the myth of AI
has advanced. So, the fact that computer programs have made significant progress in regularly spanking the best and
brightest humans in games like chess, Go, Jeopardy, and no-limit Texas Hold ’Em is a sign that computer processing
power is greater, and that the design of software has become more sophisticated, but not that HAL 9000 is going to
take over at any minute.
A brief explanation.
Let’s start by looking at a relatively simple game, tic-tac-toe. It does not take a computer to “solve” this game
because the potential moves are easily computed. We start with nine possible squares to place our initial O or X, and
once we have done so, we are left with eight empty squares to make our next move. With each subsequent move, the
number of open squares is reduced by one until we rapidly get to the point where there is a winner or a tie.
Because every possible game of tic-tac-toe is easy to calculate, the game has been solved, and every move has a
perfect countermove that will lead to a tie or a win.
When we move to more complex abstract strategy board games like chess and Go, the problem of “solving” these
games becomes currently impossible. For example, it is estimated that the legal number of moves possible in a game
of Go is larger than the number of atoms in the theoretically known universe; estimated because the exact number
is too large to calculate.
It is only recently that computers could beat the best chess players in the world. That was a result of how software
approached the problem of trying to solve the chess problem rather than computers becoming artificially intelligent.
It is easy to see how IBM could program a computer to be a Jeopardy champion: Just imagine being able to
instantly Google every question asked, and the solution is straightforward, but chess presented a different set of
problems because humans were able to bring a level of intuition to the game that raw problem solving could not
replace with existing software and hardware.
THEPARTNERCHANNEL.COM | WINTER 2018 35

Initial chess playing programs quickly developed to the point where they could regularly beat average players
consistently but had trouble with world-class competition. These first programs were based on programmers
loading as many historical games into the software’s database and on the development of increasingly sophisticated
algorithms that evaluated millions of potential moves per second and using values assigned to game pieces and
their positions on the board to arrive at statistically based “best” moves.
While this approach led to chess programs increasingly hard to beat, it took a fundamental change in the
approach of how to program software to win at chess to finally beat grand masters on a regular basis.
That change was not “thought of” by computers becoming frustrated with losing games and looking for a better
way to solve the game of chess.
The change came about when programmers decided to take advantage of more processing power to try and solve
chess and therefore beat any competition.
The new approach fed the computer the rules of chess but did not bother with any historical database of games
or mathematical approximations of the strength or pieces or their position on the board.
The new approach was just to let the computer play games against itself. Millions and millions of games. Based on
this internal gameplay and massive computational power, it is now impossible to beat computers at chess.
Nothing in that process had anything to do with artificial intelligence. It was all true intelligence on the part of
humans and their spark of insight or ingenuity to take advantage of better and faster tools.
How many accountants and CPAs have been replaced because spreadsheets can add columns and rows of
numbers faster?
And while we are on the topic, simple and complex spreadsheets alike are commonly filled with errors. Where
is the AI to spot those errors and fix them? Sure, we have baked-in graphical displays that show the logic behind
calculations and point out simple errors, but none of that is AI. True AI would look at your P&L and tell you that
being an ERP VAR is insane and recommend a better, saner line of business. Sign me up for that software today!
As complex as games can be to “solve”, there are other relatively simple tasks that humans perform daily that
computers, with all their processing power, cannot yet duplicate at similar levels of accuracy and speed.
Looking at something infinitely more complex, such as painting a landscape, we can feed images of every
landscape in the world and have a computer create an infinite number of variations or copies of that landscape, but
no computer program will become tired of that task or step back and say let’s look at this another way and create an
impressionist movement around how landscapes are looked at and created and ultimately felt by the viewer. That
spark is intelligence, and it does not exist in any computers or software today.
The real issue as I see it is the focus that new and exciting technology draws away from the fundamental issues
with ERP software. It creates marketing opportunities that result in more hype that will not be delivered on, and it
distracts focus and effort from making ERP software easier to implement, maintain, and use daily.
The minute true AI is introduced into the world of ERP software, I expect it to start yelling at its creators to “fix it”!
Or as Rutger Hauer most famously said in the science fiction gem based on a book called, “Do Androids Dream
of Electric Sheep”?
“I’ve seen things you people wouldn’t believe.
Attack ships on fire off the shoulder of Orion.
I watched C-beams glitter in the dark
Near the Tannhäuser gates.
All those moments will be lost in time,
like tears in rain.
Time to die.”
Perhaps too dramatic for the next release of Dynamics 365 but at a minimum:
“Time to change!”
Author’s note: I have evidently lost my mind when trying to look at the ERP market objectively.
Peter Joeckel is president and founder of TurnOnDynamics, a specialty consulting firm that concentrates on Microsoft
Dynamics AX/D365 clients. He has more than 30 years of experience in selling and implementing ERP software, from
MAPICS to Macola to Microsoft Dynamics GP to Microsoft Dynamics AX and now D365. He can be reached at
Pjoeckel@TurnOnDynamics.com or 214-729-5638.
Editor’s note: You never can tell what Peter is thinking, can you? I’ve always appreciated Peter’s candid way of
sharing his opinion and his disarming way of writing about it. Peter always let me know if somebody had feedback on
his story, so thank you for reaching out to him and either sharing your opinion or showing him some support. It’s not
easy to say the unpopular thing, and Peter has stuck his neck out there a number of times. Thanks for the laughs, Peter.
36 WINTER 2018 | 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 2018
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
21 worD-a-GanZa
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
LEADERSHIP
SALES
Why Change
I
16 Fall 2017 | thepartnerchannel.com
Don’t Be
leD BY
Culture
YoUr
» Do I have the ability to do this right? Let’s say you plan on hosting a live event or webinar. Do you have
enough time to create and send the invitations, make reminder calls, create the landing page, build beautiful
graphics, run all the event logistics, prepare the presentations, and send after-event follow-up emails? A lot of
story Rby PAM McGEE
illustration by SHAWN OLSONtime and effort goes into each piece. If you can’t do it all, maybe you shouldn’t do this event – at least not right
now. You are far better off doing fewer things 100 percent of the way than being half-committed to a whole
esearch will tell you that if leaders don’t lead culture, it will lead them. Culture exists
whether you want to focus on it or not as a leader. One leader in a major hospital said, bunch of activities.
“Our culture is fine; it’s the numbers we need to address.” Another leader in a non-profit » How will we know if this activity has been successful? Success measurements are an area where
said, “Our numbers are fine; it’s the culture we need to focus on.” Who’s right? Both;
however, Tom Peters would say, “Culture trumps strategy, every time.” On the other marketing and sales need to get on the same page. Marketing will consider a campaign successful if it gets
photo caption
hand, another leader in technology said, “If I just fix culture, my problems will dissipate.” a significant number of downloads, whereas sales might think the campaign is a failure because no leads
It’s like when you hear people say that “winning the lottery” will fix all their problems or losing that 50 pounds will
converted into opportunities. Set up success criteria at contest
the beginning of the campaign. Make sure sales and
save their marriage.
Is there a doctor in
Email your caption
Culture resembles those statements. Culture does not fix all your problems, but if you have both culture and marketing personnel each know their roles and how this campaign fits into the overarching goals of the sales/
the house? The User to Jenny at Jenny@
Group Summits feature thepartnerchannel.
a solid business model, you are more equipped for success. Leaders need to lead with a culture that executes on marketing department.
“medics” that help
com. Submissions will
answer user questions. be judged on creativity,
their strategy. Culture doesn’t make your problems disappear, but it does determine how you behave when you are
What do you think is the relevance, and sense of
» How long are we going to be committed to this endeavor? What’s the level of effort required?
traveling through good and hard times.
most popular question humor. The prize for this
this group of medics contest is two (2) tickets
Culture is the mystery ingredient in the “secret recipe for salsa”. You can have good salsa, but without the right Relationship marketing and content marketing are marathons, received? not to sprints. your local cinema. If you are going to commit to
ingredient, it just doesn’t wow you. Just like culture, you can have a good culture that does no harm or nothing producing a blog or podcast, you need to stick with it. Be realistic about your expectations. Don’t be discouraged
speculator, either, but it isn’t going to stand out to customers, potential employers, or investors.
How often do we get into a routine or a rut where we forget the path we travel or the reasons we respond the when people don’t show up in droves right away. Last year, I helped a company get really consistent with their
way we do? For example, one of the leaders I coach in non-profit sees the need to lead differently, reads all the blogging and social media. I told them they had to Photo commit at Caption
least a year, and I’m glad I did, because it
best business books on culture, and says all the right things. However, she is in such a stimulus, respond, stimulus,
took some time to figure out what really resonated with their audience. A year later, their sales are up 30
respond cycle that the words and the culture she imagines can’t come to fruition. For example, she wants a culture
of ownership, where employees create solutions in and outside their domains and with and without their leader’s percent, and the only thing we changed was their online presence. Page Give yourself time to learn what it takes. If
insights and approval. One of her favorite lines is “proceed until apprehended” (“The Florence Prescription”, Joe something still isn’t producing results for you a year down the road, then it’s time to re-evaluate.
Tye, 2003). Yet, when a leader proceeds to make a bold move, she often overreacts, responds with wisdom and
coaching on what she would do to solve the problem, and often “judges” the employee harshly. Do you see any error » Do we have money for this in the budget? If not, what will we have to give up to do this? Sometimes
in not leading the way you imagine, but instead being led by what you can’t see? The same is accurate for culture. marketing involves not just the trade-off of one marketing activity for another, but rather this marketing activity
Your culture will shape itself based on the leader’s choices each day, whether planned or unplanned.
versus hiring another person or purchasing equipment or software. Because marketing is often treated as an
expense (versus an investment), it’s often the first department to get its budget re-allocated to something more
pressing. That’s one of the reasons I recommend clients have a committed marketing budget. You absolutely
cannot have professional, ongoing marketing activities if your marketing team always has to run to finance to
ask for spending approval. Set an amount. Stick to it. If you don’t know what your marketing budget should be,
FALL 2017 Location
Congratulations to Rob Lloyd of Synergy Business
Solutions for finding the hidden logo in
Pam McGee’s “Don’t Be Led By Your Culture” article on
page 16 of the Fall 2017 magazine.
Sales, Marketing &
Leadership Intros
budget for a marketing consultant who can help you figure it out.
Marketing is constantly evolving, so it’s important to try new things. Asking these seven questions will help
reduce your risk and get you a positive return on your marketing investments. I also recommend you give yourself
a little wiggle room. Write your budget “in pencil” so you can shift dollars around and have some cushion for when
Microsoft or another Partner comes up with a brilliant idea that you want to participate in. Keep your eyes and ears
open for opportunity, but don’t be afraid to say NO if the fit isn’t right.
Need a little velocity added to your marketing projects? Contact the marketing tornado at Amachina@tornadomktg.com.
The End of
Each Article
thepartnerchannel.com | winter 2016
The submission rules for this quarter’s contest have CHANGED! Simply
email Info@dynamiccommunities.com and 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
THEPARTNERCHANNEL.COM | WINTER 2018 37

MARKETING
Journey
A HERO’S
story by ADRIANNE MACHINA
illustration by SPIDER JOHNK
I
love a good story, whether I’m telling them, reading them, or watching them. A story pulls you in
and makes you care about the people involved. When used for marketing, a story can help you create
credibility, generate leads, and illustrate competence.
The problem with many business-to-business case studies, videos, about us website pages, and
other areas where companies have an opportunity to tell a story is that, well, they don’t really tell a
story. They only share the success. They jump right to the end. And frankly, that can be a little boring.
I want to challenge you to think about how you can take readers on a journey – a hero’s journey – where you
are the hero. Taking examples from classic stories, I want you to stretch your imagination and move out of your
comfort zone to tell stories that are more real, and more impactful. Implementing an ERP or CRM system may not
have dragons or car chases, but framing your case studies and videos in a more dramatic story format can boost
your results.
THE NINE ELEMENTS OF A GREAT DRAMATIC STORY ARE:
1. A Hero with a Past
Have you ever noticed that most heroes are orphans? For example, Batman was orphaned as a child, which
propelled his mission to fight evil.
“As a young child, Bruce Wayne watched his parents murdered before his eyes. Thomas and Martha Wayne
were walking home from the Monarch Theater one night with their son, when they were held up at gunpoint
by a mugger who demanded the pearl necklace that Martha was wearing. Bruce Wayne swore an oath to
rid the city of the evil that had taken his parents’ lives.” Excerpt: Fandom
You too have a back story. Often, small businesses will take on the personality of their owner(s), and that can be a
great story to tell. What made you start this company? What made you care about ERP software? What compelled
you into the technology world? Where did you come from? Do you have interesting personal hobbies?
Painful past stories are pure gold. I often tell my story of lugging a giant computer projector and monitor through
airports, traveling all the time, and spending my days cold calling when I wasn’t on the road. That experience gave
me a love of technology, and particularly of marketing technology.
38 WINTER 2018 | THEPARTNERCHANNEL.COM

THEPARTNERCHANNEL.COM | WINTER 2018 39

2. A Clear Mission
Based on their life experiences, the hero has developed a mission, vision, and values. She is going to eradicate evil
or stop the alien invasion. Her mission gives a purpose to the story and serves to get others excited and engaged.
What’s your WHY? Do you believe every business should embrace lean manufacturing principles? Are you
passionate about eliminating data silos? Do you do everything in your power to avoid failed implementations?
In Simon Sinek’s book (and video) “Start with Why”, he makes a great case for why you want to help people discover
their why. The WHY creates a driving reason for people to feel fulfilled in their jobs and driven to go the extra mile.
Your company’s mission should be the central driver of all your marketing messaging. And I don’t mean, “To
provide good services at fair prices.” Disney delivers happiness. What’s your purpose? Create a mission statement
your team can rally around!
3. A Bad Guy
You may not be facing dragons, evil pirates, or a wicked stepmother, but you are still overcoming adversity with
every project you sell and implement.
In our space, the bad guy might be:
»»
The competition
»»
The economy/budget constraints
»»
Fraud and embezzlement
»»
Lack of knowledge/insight
The bigger and badder your “bad guy” is, the stronger your story becomes. I wrote a winning Microsoft Partner
award submission for a client whose business “rose from the ashes of the Enron scandal.” Paint the picture of how
big and ugly this challenge was. When you write a case study, push your clients to let you expose some of the ugly
“before” issues. “Good to great” is not as interesting as “zero to hero.”
4. A Clear Goal
As you take your reader on a journey, right up front, be clear about the objective. Where are they trying to go?
Why would this company spend thousands of dollars for new software?
In a case study, it might be that the client wants to:
»»
Find the source of their profit leaks
»»
Close the books faster
»»
Tighten up their security
And remember, your software and services are only the means to an end. Often the goal is more strategic than tactical:
»»
Expanding operations to serve more people
»»
Increasing workplace harmony and efficiency
»»
Keeping workers safe
5. High Stakes
What will happen if the hero doesn’t persevere? What is the risk of doing nothing? Talking about the consequences
of inaction – or ineffective action – is a great way to add more drama to your story.
A good prompt for this section is to say: Without this ________, the company was facing ___________, which
may have caused ___________.
6. Unexpected Obstacles
Few journeys go smoothly. And those that do don’t make good stories. Bad weather, robbers on the road, and
angry townspeople are common themes in children’s stories. You may have to push to get permission to tell these
details, but they do make a story more interesting.
»»
Last-minute changes – mergers, acquisitions, key personnel
»»
Newly discovered regulatory requirements
»»
Technology gone wrong
»»
Budgetary issues
»»
Unexpected opposition
Companies can be reluctant to tell these stories for fear they’ll look bad, but what they really serve to
do is to show credibility. There’s no such thing as perfect delivery in professional services. Showing how
you step up when things get messed up is a great way to build trust and rapport with your reader/viewer.
40 WINTER 2018 | THEPARTNERCHANNEL.COM

7. Friends Who Assist
Where would we be without friends? If you have a great success story, spread the love! Give credit to the key
personnel, ISV Partners, Microsoft, and other people who helped you deliver a successful project. You come across
as generous, plus, the people and companies you named will almost certainly share your story.
8. A Dramatic Rescue
All the components of our story so far lead to this moment. We set out on a perilous journey. We encountered
unexpected obstacles, we found friends, we persevered – and now we’ve found success. Share how good it is. Be as
specific as possible. Again, this is an area where you may have to push for detail. How much more revenue did the
company make? In what ways did you become more competitive? How did people feel after the project was done?
9. Clear Resolution
What’s the happily ever after? What’s next for you or your client? Paint the vision of all that is now possible.
As you think about developing your Hero’s Journey stories, remember that these stories don’t always have to
be written down. If you don’t have the budget to create case studies or videos, think about stories you can share
internally or at networking events to help people gain clarity about what you do.
When you make your stories interesting, people will be interested!
Need help telling your story? Adrianne can be reached at Amachina@tornadomktg.com.
Editor’s note: I’ve always been impressed with Adrianne’s ability to make things happen. She’s quick, intelligent, and
sharp - all assets in the world of making things happen for Partners. Thank you for sharing your wisdom on these pages
for so many years; it’s been an honor to publish your stories.
THEPARTNERCHANNEL.COM | WINTER 2018 41

HEROES
Alan Tyson, CEO, and Marcel Syriani, VP and CTO
CLOUD-O-SPHERE
www.data-basics.com
ISV PROFILE
MANUAL WORK DEFEATED
BY SUPERHERO SOFTWARE
Submitted by Amanda Mendoza, Creative Marketing at DATABASICS
D
ATABASICS
has its unique
origin story,
the same
as that from any ordinary
person bit by a radioactive
spider who just wants to save
the day and get rid of the
bad guys. In DATABASICS’s
case, the bad guy was all the
manual work that employees,
admins, and approvers were
doing just to submit their
timesheets and expense
reports. This may sound
Alan Tyson
small in the grand scheme of
evil-doers like Magneto, The
Joker, or (heavens!) Thanos, but in the business world, the hours of
frustration spent manually logging and approving every timesheet
and expense report could destroy a business from the inside out.
That’s where DATABASICS CEO Alan Tyson and VP and
CTO Marcel Syriani teamed up to build software that would
fight against evil timewasters like The Spreadsheet. They
started as ordinary accounting consultants, like Clark Kent
or Peter Parker during their day jobs at the office. By night,
they worked on software that would live in the cloud and
wouldn’t need to be installed on any individual machine, an
idea that was revolutionary in 1995 when the Internet was
still in diapers.
With the power of their first products, TimeSite and
ExpenSite, DATABASICS
was officially founded as
a timesheet and expense
reporting software provider
in 1997. The company began
accumulating major clients
in all industries who were
impressed not only with the
new technology accessible
through their browser, but
also with the company’s
focus on customer service.
Because the software was
built for real customers, it
Marcel Syriani
provided a major advantage
over its competitors:
Customer support was
part of the software rather than thrown on as an afterthought.
Whereas others in the industry struggled (and still struggle) to
provide support for their customers, DATABASICS found the
balance between innovative solutions and solving real customer
problems.
Nowadays, the company is known for its customer support
team, bringing home a 2017 Stevie® Award for Customer Service
Department of the Year from the American Business Awards and
being named a Gold winner in the Best in Biz 2017 Awards for Most
Customer Friendly Small Company of the Year. With more than
one million end users in over 120 countries, Microsoft Dynamics
customers number among the majority of those clients, so they
often benefit from the services provided by the support team.
42 WINTER 2018 | THEPARTNERCHANNEL.COM

BAT CAVE
Reston, Virginia
FIGHTING THE SPREADSHEET SINCE...
1997
“”
What sets us apart is the fact that we are the only vendor to combine time and expense,
and we have award-winning customer service unmatched in the industry.
Recently, a beacon went into the sky at 4 p.m. on a Friday: A
timesheet was in trouble! And (gasp!) to make matters worse, it was
the end of the timesheet period, and the customer needed a solution
before close of business. The responding hero was Customer Support
Specialist Sami, who – whiz, bam! – jumpstarted a virtual meeting
to solve the problem. Less than 30 minutes later, Sami had saved the
day. The customer, no longer in peril, sent her a note of thanks: “I’ve
worked with a lot of software development companies and used to be
a web developer, and I can attest that I have never received customer
support on this level.”
Messages like this drive the company forward as the fight continues
against manual work. By day, DATABASICS’s employees are developers,
marketers, salespeople, and support team members (or anything in
between); they’re also the true superheroes of the company, pushing
forward innovation and spreading the message about the power of
automated timesheet and expense reporting software.
People are at the center of everything DATABASICS does. There’s
no board to accommodate because the company is privately owned
(so there’s no J. Jonah Jameson to answer to) and all decisions are
based on what’s best for the people within the company and what’s
best for the customer. Expense reports and timesheets aren’t why
people come to work. People come to work to accomplish their
dreams and create solutions that improve the world. Providing a tool
for real people to do their work is why DATABASICS does its work.
Meet the heroes behind the superhero software…
TPC: What does your story look like moving forward?
AT/MS: We will continue to create innovations in timesheet and
expense reporting, fighting against the evil-doings of manual work.
TPC: What should Microsoft Dynamics Partners expect to see
from DATABASICS in 2018 and beyond?
AT/MS: 2018 is the year for making and building upon our
relationships. We want to expand our reach and team up
with other “superheroes” as their dedicated sidekick (Robin to
Batman, if you will).
The Partner Channel (TPC): What are your backgrounds, and
what inspired you to team up and fight against the spreadsheet?
Alan Tyson and Marcel Syriani (AT/MS): Our accounting
background led to developing a solution in fighting expense reports
and then led to timesheets.
TPC: What sets you apart from other ISVs?
AT/MS: What sets us apart is the fact that we are the only vendor
to combine time and expense, and we have award-winning
customer service unmatched in the industry.
TPC: What is your most popular product and why?
AT/MS: Time + Expense is our most popular product because it
opens communication between critical business systems.
THEPARTNERCHANNEL.COM | WINTER 2018 43

LEADERSHIP
CLICKING
TOWARD
YOUR
Real Story
story by TRACY FALEIDE
illustration by SHAWN OLSON
Research published last year in Computers in Human Behavior cited that up to 90 percent
of us believe that others lie online at least sometimes about their age, gender, activities,
interests, and appearance. And yet, the number of marriages that start on dating websites
has been reported to be as high as 33 percent. So, what does this mean for your business?
Although people are increasingly wary, they continue to rely heavily on search engines
and the recommendations of like-minded others to make decisions ranging from sushi
to life partners. We are out there searching for steps to clean a Singer sewing machine, to select a service
provider, and everything in between. And since we’re used to customized experiences, our searches are more
specific than ever. If I want a “recipe for brownies containing baby food prunes and cocoa powder”, I can enter
the quoted phrase and get 500,000 recipes within a second with the top three being exactly what I need. If I’m
less specific – omitting either the cocoa powder or baby food prunes – I get 1,500,000 recipes, but more isn’t
better because I’d have to click through at least a dozen to find one calling for both my desired ingredients.
Besides me craving brownies (as per usual), this example is meant to show the ubiquitous use of specific
keywords.
What are your company’s specific keywords and phrases? If your website contains only general phrases
like “business solutions service provider” or “serving the needs of small to medium-size businesses in the
Southeast,” your information will appear behind dozens of other companies with more descriptive positioning
messages. Over the years, I have found three common “obstacles to clarity” when it comes to branding
statements. Companies who have trouble writing decisive statements about what they do are often:
»»
Not ready to specialize
»»
Afraid of losing out
»»
Unaware of storytelling tricks
44 WINTER 2018 | THEPARTNERCHANNEL.COM

THEPARTNERCHANNEL.COM | WINTER 2018 45

The first obstacle is about a company’s path toward maturity. When starting out, you sometimes need to
cast a wide net. Once you have grown your base, skills, resource pools, and ability to invest, you can assess
your strengths and find the exact types of businesses you serve the most and the best and then work to get
more of them. If you’re in this stage, continue looking for commonalities amongst your base and keep in mind
it is okay to target more than one type of prospective customer. Just be sure your website reflects that you
serve the audiences that you are targeting.
Most companies have already specialized but are afraid of losing out. They have chosen a vertical niche and
target their business development efforts accordingly. But, they hesitate to be unequivocally direct about it
on their website because they don’t want to risk missing out on the one or two big fish in other verticals who
might come along. What I’ve seen time and time again is that big fish find you through your networks, not
your website. And while they appear tantalizing, they have more potential to bring you down than lift you up.
The famous line in Jaws is true, and when considering the big fish that you don’t really have the capacity or
expertise to serve, you really do “need a bigger boat.”
Most companies are unaware of or not fully leveraging storytelling tricks. Let’s go back to the brownie
example. If you list baby food prunes and cocoa powder as ingredients in your recipe, you’ll come up higher
in the search list. Now let’s look at the business solutions provider serving the needs of small to medium-size
businesses in the Southeast. Using keywords and phrases like the ones listed below would help boost this
company’s search engine performance, as well as its email open, response, and click-through rates because
they are relatable to specific individuals having specific needs.
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46 WINTER 2018 | THEPARTNERCHANNEL.COM

»»
“We provide supply chain management software and services.”
»»
“We help manufacturing companies automate their supply chains with software, services, and onsite training.”
Assess your website and marketing collateral. Are you general where you need to be descriptive? Have
you described what makes you special? (Where are your baby food prunes??) Create your list of keywords
and descriptive phrases. Conduct some searches for those words and phrases. Do a lot of other businesses
come up? If so, try to get more descriptive until you find words and phrases that stand out and reflect special
qualities unique to your organization. Once you have that list, update your website pages being sure to include
those words and phrases as much as possible. Consistently and persistently use your unique keywords and
descriptive phrases in your blog posts, press announcements, social media posts, email taglines, and so
on. The more you use them, the greater lift they will have online. And, the more your team members will
remember and use them naturally.
Caution: Companies quickly grow tired of their own stories and switch up their headlines for fear of
appearing boring. Avoid falling into this trap by remembering that most people out there haven’t seen your
stories. What seems stale to you is fresh to most others. Hold steady to your newly narrowed keywords. Your
clarity will pay off with higher traffic and momentum.
Editor’s note: Tracy is a gifted storyteller, and I was always excited to see what she had in store for the magazine.
Although she’s moved into a role outside of the Microsoft Dynamics community, she’s remained a gracious
contributor through the years, and I thank her for that.
Taking
Everything
DIGITAL
Connecting People, Processes
and Data for competitve advantage
www.altec-inc.com
THEPARTNERCHANNEL.COM | WINTER 2018 47

FEATURE
48 WINTER 2018 | THEPARTNERCHANNEL.COM

story by BETHANY FOYT
illustration by SHAWN OLSON
W
e all have a story, right? Not many of us really take a step back to see that story in its
entirety, but it can be very useful and even therapeutic to do so.
Sometimes a story clarifies a gray-area value or belief we’ve been pondering on.
Sometimes a story exemplifies how we no longer want to be as a person. Reviewing our
own story puts things into perspective; it’s as simple as that. Here are a couple ideas on
how to begin:
JOURNALING
I started a business journal a few years ago and revisit it every time I experience a slump. Many times we live in
cycles, and what cycle I’m in today may be similar to what I experienced in 2014. I bet I learned something from
that experience that could help me today.
I have two to three journaling Word documents on my desktop at all times. Today, I have one about a yoga
challenge where I’m posing in Warrior II every day for 40 days. Since we’re entering a new year, I also have one
about reflection.
Whatever the situation, it’s very helpful to jot down your thoughts, ideas, and plans to improve your understanding
of what’s going on with you personally and professionally.
NARRATIVE THERAPY
Telling someone your own story is a form of therapy that’s been around for a long time. Entrusting intimate
details with someone else can be a bit scary, but it’s also very enlightening.
For example, when you vent to your mother about an issue at work, don’t you feel a little bit better about it?
Getting thoughts out of your head (where they quickly turn negative) can be therapeutic on any scale. Venting and
gossiping are two different things, in my opinion:
»»
Letting out your feelings and frustration = venting.
»»
Blaming those feelings and frustration on others for x, y, and z reasons = gossiping.
Stories are powerful on the receiving end as well. An inspiring story can get people involved or connect people
that wouldn’t otherwise be connected. Stories can get us motivated to pursue a specific career journey, muddle us
up in the middle, and ultimately guide us to find the path we’re meant to walk.
THEPARTNERCHANNEL.COM | WINTER 2018 49

As a professional writer for the past 12 years, I’ve written stories about how companies come to be, how a piece of
software has grown a business, how one man honors his daughter’s life by speaking to schools about drunk driving,
and how a man of 91 years old lived a life of hard work and excelled at every hobby he took up. And through this
experience, I’ve compiled a few tips on helping people tell their stories:
»»
Ask the stupid questions. I used to feel embarrassed to admit I didn’t know something. It wasn’t until I
accepted the fact that I’m not an expert on everything that I was able to dig into the details. What helps you
portray a story? Details! The more, the better, my friends. You don’t have to use them all, but it sure doesn’t
hurt to have them on hand if needed.
»»
Don’t judge…ever. I’ll admit, I haven’t been on the interviewee side of things much at all. But having
interviewed more times than I can count, I get that it can be a nerve-wracking experience. If you are able to
create an informal and nonjudgmental atmosphere, you get the best results from your interviewee. Be open.
Be kind. Be respectful. If you open the door to combative discussion, your interviewee will close up, and you
won’t get the story you’re looking for.
The range of stories I get the pleasure of putting down on paper is and has been my life’s work. I see it as a
gratifying way of connecting with everyone in my community, whether that’s within the Partner channel, the small
town I moved to last year, or my very own family.
So, one final tip for those of you hesitant to share your own story: You may think your story isn’t profound,
interesting, or worth getting out there. But you would be wrong. We all have a story, and stories are how we connect
with one another.
Author’s note: My job at The Partner Channel has been to help share our own company’s story as well as the stories
in the Microsoft Dynamics Partner community. If I’ve interviewed you over the past 10 years about your company,
customers, or own personal career, I thank you for sharing your story with me!
Editor’s note: It’s been a pleasure to watch Bethany exercise her creativity over the last four and a half years. Besides
writing for our magazine, she’s authored children’s stories, performed with her voice and guitar, and became a master
gardener. She’s not afraid to dig in and learn, and I’ve always admired that.
50 WINTER 2018 | THEPARTNERCHANNEL.COM

2017-2018
Marketers Excel into Geniuses!
The Genius Series: Marketers Excel Into Genius, class of 2017-2018, already has four
months under their belts with five more to go. Each month, the students learn from
industry experts, share their own marketing best practices with each other, and test out
relevant and timely assignments to improve their marketing efforts, and ultimately, their
marketing and sales results.
Even if you’re not a student, you can access some of the knowledge and expertise
the geniuses are absorbing during the nine-month program through the #TPCGenius
#MarketingHacks blog: http://bit.ly/MktgHacks
THANK YOU to the experts who make it all
possible every month!
MONTH: October
PRESENTER: Barbara Pfeiffer of The Partner Marketing Group
TOPIC: Following Up and Nurturing Summit17 Leads
MENTOR: Jeroen G. Ederveen, Jet Reports
MONTH: November
PRESENTER: Megan Buntain of Buntain+Partners
TOPIC: Marketing Budgeting and Planning
MENTOR: Amy Spencer, AKA Enterprise Solutions
MONTH: December
PRESENTER: Jon Rivers of Marketing Monarchs
TOPIC: Social Media and Social Selling
MONTH: January
PRESENTER: Kelleigh Tegels Nelson of Avalara
TOPIC: Building Your Personal Brand and Getting Smarter with LinkedIn
MENTOR: Cori Linder, Retail Realm
GET INVOLVED
If you’re interested in participating
as a presenter and/or a mentor for future sessions, please
contact Bethany Foyt at Bethany.foyt@dynamiccommunities.com.
Classes go through May 2018.
THEPARTNERCHANNEL.COM | WINTER 2018 51

MEMBERS ONLY CORNER
Member
Profile
Kaitlyn McKendry
Marketing Manager
Vicinity Software is a solution designed exclusively for process manufacturers, and
extends Microsoft Dynamics GP, Microsoft Dynamics SL, and Microsoft Dynamics
NAV to deliver a powerful and flexible ERP solution. Vicinity works to streamline the
coordination of raw materials to finished goods increasing productivity and profit with
tighter controls for inventory and costing. Key functionalities include centralized recipe
management, digitized production logs, quality control, lot traceability and recall,
compliance reporting, and production planning.
What do you enjoy most about the winter season?
It provides a crisp refreshment to the busy fall sales season. Having the opportunity to take a step
back and reflect on the year is an invaluable element to our business cycle. Measuring and reviewing
our development roadmap, content pushed, sales made, and project status allow our team to identify
things that worked well and what we can improve on in the coming year. The holiday season also
grants the chance to communicate with clients and prospects in a different light than you do at any
other time of the year. It’s an occasion for our team as a small business to connect on a more personal
level and express our appreciation to the businesses with which we work.
What is your favorite thing about working in your role?
Learning about the different manufacturing processes of our clients and prospects, uncovering
their challenges, and getting a behind-the-scenes perspective on products we see all the time. They
are each so unique, and I find it interesting to hear about so many different businesses. We have such
a talented team of consultants and developers; it’s a wonderful experience to see the collaboration
in bringing a solution to life. It’s one thing to see it from behind the scenes; it’s another to get a
client’s perspective and the chance to review it with them on their journey.
Every business has a story. How do you effectively tell your company’s story?
Our company is solely focused on solving system challenges for process manufacturers. A key part of
telling our story is identifying a problem that our team believes we can solve. Without a niche software
solution like Vicinity, most batch manufacturers struggle with costing and inventory control in a variety
of circumstances. Talking in terms of our target audience’s everyday challenges through blogs, articles,
phone calls, and more allows us to tell an authentic story. By exploring the existing operations and
business goals of the companies and Partners we work with, our team can highlight areas where Vicinity
can provide value. This allows us to get a deeper connection beyond the general background of how long
we’ve been in business and what features and functionality our software can deliver.
What are your company resolutions for 2018?
Every year company goals center around improvement and optimization. How can we boost
sales, how can we increase efficiency, how can we enhance our customer experience? Vicinity is
focused on continuous improvement, in both our software development as well as internal and
external communication. In 2018, we will engage in a rebranding effort to refresh our 16-year-old
brand. By bringing additional perspective into our organization, we look to build a deeper hold
with existing clients and extend our story into the vertical industries we serve. Beyond revamping
our logo and deliverables, this is an opportunity to review our KPIs and ensure that we are asking
the right questions and that our team is providing on-point content, consulting, and software.
What is the most beneficial aspect of The Partner Channel’s membership program for
your company and why?
The Partner Channel Magazine provides a hyperfocused means of communication for
our organization to connect and speak to Microsoft Dynamics Partners who are or may
52 WINTER 2018 | THEPARTNERCHANNEL.COM

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
FEBRUARY
» RoseASP
2014
FEBRUARY
» InfoGrow Corporation
be looking for specialized software
applications such as batch manufacturing
to deliver a complete solution to their
existing customers and prospects. In
addition to the content and publication,
the team at The Partner Channel
Magazine provides an extension to our
existing network with the qualified
readership. Through connections within
the Microsoft Dynamics environment, we
gain insights on what is or isn’t working
for other Partners as well as new trends
other organizations have been trying
out, whether that be marketing, project
management, development technologies,
and everything in-between.
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
Thank You for Your
Membership!
Thank you to the Microsoft Dynamics
Partners who have joined The Partner
Channel’s community. Your engagement
and participation are what makes this
community so great! For information
on The Partner Channel Membership
Rewards Program, please contact Bethany at
Bethany.foyt@dynamiccommunities.com.
THEPARTNERCHANNEL.COM | WINTER 2018 53

LEADERSHIP
WRITER,
BUSINESS OWNER,
LEADER:
ARE YOU
Plotting on Purpose?
story by PAM McGEE illustration by SHAWN OLSON
As a business owner, vice president, director, or team leader, did you ever consider yourself
a writer? Have you ever thought of your plot line, managing your story’s climax, planning
for the fallen action, and what characters you want to develop and introduce? How do you
develop and help your characters (employees) maximize their productivity and satisfaction?
Is there ever rising climax and conflict that need to be sorted out? The similarities abound.
Your business may be a new start-up, mature business, or somewhere in-between. Regardless,
as a leader, you can rewrite the story by applying seven plot lines to your business.
If you are interested in writing or rewriting your business or team’s story, let’s get started. Although I would love
to promise you a best-seller, I can’t, but in the words of James Patterson: “Always write as if it is going to be a bestseller.
Why would you not?”
Your first step is to wrestle with your plot lines. You can have multiple plot lines in a book and in business. Your
plot lines are different than your vision and mission, which are your anchors and somewhat the title of your book.
For example, if your mission is to “transform the lives of students”, your plot lines might be overcoming a monster,
and going from rags to riches. According to Christopher Booker, there are only seven plots in writing: Rags to
riches, the quest, overcoming the monster, comedy, voyage and return, rebirth, and tragedy.
From writing to business storytelling, a great way to apply the seven plot line process is to assemble your team
and have a conversation on each of the seven plot lines. This process could and should be a key input to the strategic
planning process. Sometimes your story lines will range from big bold plot changes to small changes within the
current setting that surprise and enhance the story. Think about it – sometimes the small turn or twist in a book
really has you thinking about that book years later.
Some teams start to write their story by getting together and examining all the plot lines in a multi-day offsite.
Other teams don’t have that flexibility, so they examine their plot lines in an open virtual forum, like Google Docs or
Chat. Other teams examine their plot lines by covering one plot a week, month, or quarter as a senior leader team
and then having town hall meetings or small focus groups with clusters of employees. You can’t write your story in
a vacuum; it needs input, insight, and creativity from all places in the company.
Once you determine your process for examining your plot lines, here’s the content on the seven basic plot lines
to consider in your business.
Rag to Riches: Do you need to create a turnaround situation where you assess the characters, identify the
conflict, and create certain events that lead to a climax in the story where the bottom line looks different? For
example, if you are experiencing a declining margin in your cash cow, how do you market-shift one of your other
product lines to cash cow and sunset (slowly) the declining product (fallen action, as it is called in writing)? Do you
stop taking new customers, sell your current customer base, etc.
The Quest: According to Liz Bureman, “the quest is a search for a place, item, or person that requires the hero to
leave home in order to find it.” In business, do you have to venture into a new line of business? As a team leader, do
you have to leave some of your current leadership practices at “home” to lead the team? What do you have to stop
doing, and where do you have to travel to in your business to create a business climax that is profitable? The quest
is best defined as being willing to leave your fear and go after an adventure.
Overcoming the Monster: This is a conversation that focuses on what are the top three “dragons we need to slay”
that are holding us back. Keep in mind that a dragon doesn’t have to be a big dramatic battle; it could be something
as easy as allowing “work at home” because one of your monsters is your labor pool. It could be going to an unlimited
vacation policy like Kronos did (Harvard Business Review, November-December 2017) because it was a competitive
cultural advantage to hire the best of the best needed to execute on strategy and vision. Overcoming the monster
54 WINTER 2018 | THEPARTNERCHANNEL.COM

is a process of being willing to address openly the “pink
elephants” in the room. It’s about being willing to answer
the hard questions and make the hard call. It has been my
experience that as a leader, your team is READY for the
hard decision because they are often ahead of the senior
leadership and just don’t want to stay stuck anymore.
Comedy: There is a small business in Fargo, North
Dakota called CoSchedule. Not only do they have deep
talent, a great business, and happy customers, but they
also are very comedic. They have a culture that embraces
“having fun”, and they have added comedy to their story.
Do you have a culture that is too serious? Do you have a
leadership team that is above the fun and the funny? Do
you take time to have fun with your customers and laugh
together? (Did you know that laughing increases endorphins that help you live longer?) Years ago, one of the plot
lines we were struggling with at my place of employment was “taking ourselves too seriously during acquisitions”.
Two cultures were at war. One of the champions of comedy and culture, Tracy Faleide, dressed up in a cow suit with
a Microsoft employee in front of the entire company. Do you need someone to dress up in a cow suit to break the
tension, make a point, and just have people laughing from the audience?
Voyage and Return: According to Liz Bureman, the voyage and return is very common in children’s literature
because it generally involves a journey to a magical land that pops up out of nowhere. The magic element is pretty
sunny and light to start with, and then the darkness shows up for the hero to conquer. Once it’s vanquished, the
hero leaves the magical land and returns home, probably having learned a valuable lesson, or having discovered
something about himself/herself not known before. The voyage and return is a cousin to the quest; however, it differs
because you scale back and return to your roots, but as a changed person. Joseph Campbell would call this the hero’s
journey. If voyage and return is one of your plot lines, you are probably experiencing a declining market. Maybe it
is Microsoft Dynamics GP on-premises because everything went to the cloud. At MSUM, our voyage and return plot
line equates to online learning. We ventured into a magical land, unfamiliar to most faculty, called online teaching. The
darkness showed up in online learning in the type of processes your business needs to accommodate an online learner.
THEPARTNERCHANNEL.COM | WINTER 2018 55

Imagine how different education would be if online was first, and we were going to the classroom model. We would have
to ask ourselves, where are these students going to live? In the reverse, we have to ask ourselves, is it okay if a student lives
on campus and doesn’t go to class, but takes class from their dorm room? Either way, the heroes (students, faculty, and
administration) are returning home a changed person and ready to see the problems differently. What does your business
adventure need to see differently because of a journey that had bumps and bruises along the way?
Rebirth: Once again according to Liz Bureman, rebirth stories generally focus on villain protagonists who redeem
themselves over the course of the story after spiraling deeper into villainy and meeting a redemption figure. The best
examples of rebirth stories are “The Christmas Carol” and “How the Grinch Stole Christmas”. They usually involve a
leader or person who has become jaded, villainous, and is met by a crisis, climax, or dear soul (like Cindy Lou Who
or the three ghosts) and decides to return to a good solid place. I am not sure how to directly say this other than being
direct: Sometimes leaders, particularly senior leaders, stop seeing themselves for who they have become. Maybe they
have become leaders so fixed on the bottom line that they can’t see their culture falling apart or the decline in employee
satisfaction. Maybe they have become the leader that when confronted with a hard decision, they hide in their office
and continue to scapegoat (by firing or blaming) their other leaders or teams. One of my clients recently went through
a flurry of senior leader terminations. Now, not all of them were unjustified; however, one should ask if there is a need
for rebirth in the processes, expectations, etc., and what is causing these leaders to be unsuccessful? Maybe the senior
leader team needs to return home and ask themselves, how can I change and take accountability for my hires’ success?
Scapegoating is a prime precursor to the rebirth plot line. As a team, if this is your plot line, I would ask yourself, “What
are my blind spots? Am I willing to solicit anonymous feedback and input and really listen? Where am I exposed
and wearing no clothes as the emperor, but not willing to admit I’m wrong or part of the problem?” These are hard
conversations and hard information to digest; however, in the spirit of the Johari Window model, which indicates we
all have blind spots, why not have the courage to be the hero in the story and address those openly?
Tragedy: The last plot line is tragedy. I left this for last on purpose. The popular TV series “Breaking Bad” is a
tragedy plot line. A good guy gets caught up in something bad, and bad things start to snowball. Targeting human
primal fears, this plot line grabs our fears and makes them real. They are even more real when the characters in the plot
line are everyday people like ourselves. How can you as a business storyteller use tragedy as one of your plot lines? It is
the preventative plot line. Leaders should always ask themselves and their team, “where have we gone astray? Where
are we bending the rules or the expectations or the guidelines too much and as a result, are crossing the line?” Don’t get
me wrong: I love rules (my rules), but sometimes those rules need to be challenged because they may not be serving
us well and could even be leading us to a dark place. We have a line in my family with my teenagers, “Awkward doesn’t
mean you don’t talk about it; it just means it’s awkward. Period.” This is the spirt of this conversation.
So, what are your plot lines? And what are the conversations you are having around them with your teams, your
customers, and your customer networks, online and in person? Most writers have writer circles where they talk
about their plots, their struggles, their successes, their next steps. Businesses should have writer circles, too, where
they are willing to write the story instead of having their story written for them. Aim for a best-seller. Why not?!
Editor’s note: Pam is another presenter and writer who I’ve known – and been in awe of – throughout my career.
Pam has this pragmatic way of thinking that translates so well into actionable thought. Tandem to writing here over
the years, she’s created a department at a university located in our Fargo-Moorhead area. She might not say singlehandedly,
but let’s be honest, it’s Pam. She made it happen. Thank you, Pam, for sharing so graciously of your talents
and time in the magazine, at events, and in person. You have a gift, and I’m glad I was able to share it here.
ADVERTISER INDEX
Altec. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47
Business Computers (Time Matrix) ........... 41
Corporate Renaissance Group ................ 3
DataSelf ................................... 17
DSI ....................................... 13
Dynamic Budgets ........................... 26
Dynamic Communities ..................... 11
Emergence. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53
FASCOR ................................... 6
ImageTag . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75
k-eCommerce. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Liaison Software Corp. . . . . . . . . . . . . . . . . . . . 27-28
MetaViewer from Metafile .................... 4
NMB Solutions ............................ 46
Paramount WorkPlace ...................... 33
StockIQ Technologies .................... 27-28
Vicinity Manufacturing, Inc. . . . . . . . . . . . . . . . . . 76
56 WINTER 2018 | 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 58
Horizontal....................Page 63
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
A erospace
Arbela Technologies
365
www.arbelatech.com • 949-291-4777
Arbela Technologies
Whether in the enterprise or the cloud, on
a mobile device or machine-to-machine,
Arbela is a trusted advisor companies
rely on to drive transformation & achieve
strategic, financial & operational value.
Automotive
AIM Computer Solutions, Inc.
www.aimcom. • 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.
Building Materials
Arbela Technologies
365
www.arbelatech.com • 949-291-4777
Arbela Technologies
Whether in the enterprise or the cloud, on
a mobile device or machine-to-machine,
Arbela is a trusted advisor companies
rely on to drive transformation & achieve
strategic, financial & operational value.
C hemicals
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
Consumer Packaged
Goods
Data Masons Software
365
www.datamasons.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
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.
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.
TrueCommerce 365
www.truecommerce.com • 888-430-4489
TrueCommerce
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.
C ross Industry Solution
ACOM Solutions, Inc.
www.acom.solutions/ms-dynamicsgpgreat-plains
• 800-699-5758
Accounts Payable and
Payment Automation
Designed for Dynamics GP
Streamline your entire financial process,
from invoice capture & approval to
vendor payments, all from one platform.
Intelligent workflows, real-time GP
transaction processing, & automated
B2B payments.
Altec
www.altec-inc.com • 800-997-9921 ext. 1255
DocLink, Integrated Document
Management
Capture, workflow, output & archive
w/DocLink, 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 better serve shared
services. Gain from our experience!
Ariett 365
www.ariett.com • 781-826-1120
Cloud Purchasing, Accounts
Payable Automation, Payment
Processing, Contract Tracking
and Expense Reporting for Any
Device and Multiple Companies
Contract, Requisition, PO, Invoice,
Payment Platform w/ NEW BI Dashboard.
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 templates.
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-DOC-STAR
DocStar ECM AP Automation
The premier integrated AP automation
solution provider. Cloud or on-premises.
Mobile access. Intelligent data capture.
Advanced workflow engine.
Elevate HR, Inc.
elevate-hr. • 973-917-3230
elevateAD: Active Directory
Integration (Azure & On-Prem)
for Dynamics 365 & AX 2012
Auto create, sync, disable AD accounts
for Employees, Vendors, Customers
Emergence
www.emergencecorp.aac • 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.
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.JBC.htm • 888-525-8874 ext. 462
JAT Benefits Connect (JBC)
JBC communicates enrollment data to
carriers and insurance providers.
JAT Computer Consulting, Inc.
www.jatnet.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
Marshal
Comprehensive QHSE application.
Incident management, employee
safety data, training/certifications,
jobsite hazard assessments, procedure
automation and more. OHSA COR PIR
compliant.
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, multiapproval
levels, accrual calculations
& more.
Nodus Technologies, Inc.
www.nodus.solutions/online-bill-pay/
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, and payment plan modules.
Nodus Technologies, Inc.
www.nodus.solutions/payment-processing/
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.
KEY: 365 Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Dynamics SL Dynamics CRM Online Trial Available Mobile Enabled
3650 Dynamics 365 for Finance and Operations, Enterprise Edition 365F Dynamics 365 for Finance and Operations, Business Edition
58 WINTER 2018 | THEPARTNERCHANNEL.COM

Nodus Technologies, Inc.
www.nodus.solutions/e-commerce/
909-482-4701
eStore Solution Stack
with PayFabric
Go beyond a shopping cart with a featurerich,
automated and fully integrated
ecommerce solution. Securely take
orders from our PCI certified B2B, B2C,
and sales portal web site with attractive
responsive web design.
Panatrack, Inc.
www.panatrack.com • 262-361-4950
PanatrackerGP Field
Sales & Inventory
Extend GP to capture sales transactions
at the point of activity.
Paramount WorkPlace
www.ParamountWorkPlace.com
800-725-4408
Paramount WorkPlace AX, GP
NAV, SL Mobile Apps
Expense, Requisition, and Procurement
with Mobile Apps, Mobile Entry &
Approvals. Robust Capabilities, Intuitive
Features, Seamless Out-Of-The-Box
Integration with your ERP.
Reporting-Central
www.reporting-central.com • 813-579-4991
The Corrector
Properly correct GL Distribution mistakes
made in AP, Purchasing, AR, Sales Order,
Cash & Inventory. No more cryptic GL
re-class entries, full audit trail between
correcting & original entry. Just click
"Correct"
Reporting-Central
www.reporting-central.com • 813-579-4991
The Validator 1099
Easily validate your 1099 vendor data
against the IRS TIN Match Service. Why
wait until the end of the year to do this,
when you can do it anytime you want.
Smooth your year-end and get 1099's
filed faster.
ReQlogic
www.reqlogic.com • 734-302-2316
ReQlogic
ReQlogic is the leading solution
for eProcurement, Requisition, AP
Automation, Time & Expense. With realtime
integration, powerful workflow
and ease of configuration, ReQlogic
is the right choice for your business.
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 80 Enhancements to GP, based
upon customer requests. Enhances
virtually every part of the GP System.
Make GP more intuitive, easier to use!
Equipment Rental and
Leasing
SYCOR AMERICAS Inc.
365
www.sycoramericas.com • 412-788-9494
NEW: Sycor.Rental
Microsoft Dynamics 365 with fully
embedded rental functionality. Sycor.
Rental extends Microsoft’s flagship ERP
solution with rental capabilities, giving
you full control of your entire operation
from one solution.
F inance/Banking
Emergence
www.emergencecorp.aac • 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.
F ood and Beverage
Altec
www.altec-inc.com • 800-997-9921 ext. 1255
DocLink Integrated Document
Management
Capture, workflow, output & archive
w/DocLink, 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.
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.
Harvest Food Solutions
www.harvestfoodsolutions.com
503-207-4991 Ext: 706
NEW: Harvest Food Solutions
Harvest Food Solutions provides integrated
solutions designed to address
your specific business pressures. ERP,
Business Intelligence and Direct Store
Delivery applications are built and
scaled for your business.
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.
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.
F ranchises
Eclipse Computing, Inc
www.royaltiesandrights.com • 201-746-6255
Eclipse Franchise Based
Accounting
Provides full automation of Franchisee
Income-royalties, ad-share-deferred
& unlimited user defined categories.
Options exist for automating data
collection from individual sites &
collection of cash via auto ACH
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.
G overnment Contracting
DATABASICS, Inc.
www.data-basics.com • 800-599-0434
DATABASICS Time + Expense
Easy-to-use time tracking & expense
reporting software. Built-in business
rules, mobile app, global localization.
Microsoft partner since 2004.
H ealthcare
Artsyl Technologies, Inc.
artsyltech.com • 905-326-0676
docAlpha
Artsyl’s docAlpha smart process platform
intelligently captures data from documents
and other unstructured digital
files to eliminate data entry, increase
data accuracy, accelerate workflows
and ensure compliance.
Binary Stream
www.binarystream.com/GP-HMM
604-522-6300
NEW: Healthcare Materials
Management (HMM)
Optimize materials management and
streamline your consumption-based
supply chain management.
Business Computers
Software, Inc.
www.business-computers.com • 303-494-9390
Time Matrix
Time Clock that integrates with Dynamics
GP PR, HR, PA, & Manufacturing.
ImageTag, Inc.
www.kwiktag.com • 888-KWIK-TAG
KwikExpense
KwikExpense automates and accelerates
expense reporting, receipt capture and
the report approval process, while making
credit card reconciliation a breeze!
INDUSTRY
KEY: 365 Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Dynamics SL Dynamics CRM Online Trial Available Mobile Enabled
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INDUSTRY
Integrated Software, Inc.
www.isiusa.com • 321-984-1986
Health Care Management
Billing and Financial Management for
Home Health and Long Term Care.
Sierra Workforce Solutions
www.sierraws.com • 800-822-0973
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.
H igh Tech and Electronics
Red Maple
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.
I nsurance
Emergence
www.emergencecorp.aac • 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.
Manufacturing
Altec
www.altec-inc.com • 800-997-9921 ext. 1255
DocLink Integrated Document
Management
Capture, workflow, output & archive
w/DocLink, Doc. Mgmt. for Dynamics.
Arbela Technologies
365
www.arbelatech.com • 949-291-4777
Arbela Technologies
Whether in the enterprise or the cloud, on
a mobile device or machine-to-machine,
Arbela is a trusted advisor companies
rely on to drive transformation & achieve
strategic, financial & operational value.
Artsyl Technologies, Inc.
artsyltech.com • 905-326-0676
docAlpha
Artsyl’s docAlpha smart process
platform intelligently captures data
from documents and other unstructured
digital files to eliminate data entry,
increase data accuracy, accelerate
workflows and ensure compliance.
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.
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
365
www.datamasons.thelist • 866-575-1631
Vantage Point EDI for
Dynamics
EDI Made Simple for Dynamics: ERP
integration without customization.
docSTAR
www.docstar.com • 888-DOC-STAR
DocStar ECM AP Automation
The premier integrated AP automation
solution provider. Cloud or on-premises.
Mobile access. Intelligent data capture.
Advanced workflow engine.
DSI Global
www.dsiglobal.com • 816-416-5000
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 • 888-832-7267 ext. 103
FASCOR WMS
Scalable WMS Tier1 functionality for
SMB market. Adv order mgmt., user
configurable dashboards, integrated
TMS, voice picking & more, deliver
rapid ROI for Dist, Warehouse & Mfg
operations. Serving MS Dyn for 17 yrs.
ImageTag, Inc.
www.kwiktag.com • 888-KWIK-TAG
KwikTag
KwikTag by ImageTag is ONE SYSTEM you
need for document management and
business process automation - without
harming trees or your budget.
k-eCommerce
www.k-eCommerce.com • 855-532-6663
k-eCommerce
An innovative eCommerce solution
fully integrated to your ERP, offering an
omnichannel platform for B2B and B2C
online stores deployed in our PCI-DSS
3.2 Level 1 certified cloud environment.
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.
Pacific Business Consulting, Inc.
www.pbc.co.jp/en/ • 81-3-5796-7053
Pacific Business Consulting Inc.
The first Dynamics Solutions Center in
Japan. Leveraging its 17 year-experience,
PBC is known as No.1 partner in Japan
and a supplier of Asian localizations for
NAV. AX Japanese document solutions
are available.
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
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.
StockIQ Technologies
www.stockiqtech.com • 720-420-7946
Intelligent Supply Chain Planning
Inventory analytics, forecasting, &
multi-site replenishment designed
for Distribution, Manufacturing & 3PL
operations.
TrueCommerce 365
www.truecommerce.com • 888-430-4489
TrueCommerce
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.
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
Fully automated end to end solution
for managing intellectual property.
Controls all phases of royalty accounting
including Contracts, Accruals, Payments
& Revenue Recognition.
N on-Profit Organizations
DATABASICS, Inc.
www.data-basics.com • 800-599-0434
DATABASICS Time + Expense
Easy-to-use time tracking & expense
reporting software. Built-in business
rules, mobile app, global localization.
Microsoft partner since 2004.
KEY: 365 Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Dynamics SL Dynamics CRM Online Trial Available Mobile Enabled
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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.
Oil and Gas
Artsyl Technologies, Inc.
artsyltech.com • 905-326-0676
docAlpha
Artsyl’s docAlpha smart process
platform intelligently captures data
from documents and other unstructured
digital files to eliminate data entry,
increase data accuracy, accelerate
workflows and ensure compliance
P harmaceuticals
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.axsource.com • 905-854-6059
Quality & Compliance
for Dynamics
ERP solution for cGMP compliance
to meet FDA, Health Canada and EU
requirements for manufacturers and
distributors.
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.
ImageTag, Inc.
www.kwiktag.com • 888-KWIK-TAG
KwikPayables
KwikPayables automates the process
of invoice transactions being captured,
coded, routed, approved, stored and
audited.
JOVACO Solutions Inc.
365
www.jovaco.com • 888-988-3535 ext. 121
JOVACO 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
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.
Property Management
Binary Stream
www.binarystream.com/GP-PM
604-522-6300
NEW: Property Management
(PrM)
Skillfully manage both the landlord and
tenant side of the most complex lease
agreements with full integration into
your Microsoft Dynamics GP accounting
engine.
Publishing
Eclipse Computing, Inc
www.royaltyandrights.com
201-746-6255 ext. 201
Royalty and Rights Management
System for Dynamics GP
Fully automated end to end solution
for managing intellectual property.
Controls all phases of royalty accounting
including Contracts, Accruals, Payments
& Revenue Recognition.
Retail
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
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
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.
S oftware
Harvest Food Solutions
www.harvestfoodsolutions.com
503-207-4991 Ext: 706
NEW: Harvest Food Solutions
Harvest Food Solutions provides integrated
solutions designed to address
your specific business pressures. ERP,
Business Intelligence and Direct Store
Delivery applications are built and
scaled for your business.
Transportation / TMS
Next Generation Logistics, Inc.
www.DynamicsTMS.com
847-963-0007 ext. 136
DynamicsTMS(R) Transportation
Management System
LTL, FTL, Multi-Stop Routing. Rate Shop,
Tariff Mgmt, Load Tendering, Posting,
and Bidding. Track and Trace, Freight
Audit, and Reporting.
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
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.
INDUSTRY
Professional Services
ConnectBooster 365
www.connectbooster.com • 877-733-6584
NEW: ConnectBooster
We solve payments automation, accounts
receivable, and accounting issues for
Microsoft Dynamics customers.
ChargeLogic
www.chargelogic.com • 877-292-2520
ChargeLogic Retail
Retail point of sale integrated with NAV.
Chip & PIN ready. US & Canada.
k-eCommerce
www.k-eCommerce.com • 855-532-6663
k-eCommerce
An innovative eCommerce solution
fully integrated to your ERP, offering an
omnichannel platform for B2B and B2C
online stores deployed in our PCI-DSS
3.2 Level 1 certified cloud environment.
S oftware Manufacturers
Red Maple
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
Joesoftware Inc.
www.joesoftware.com • 780-990-0220
Recruitment Accelerator
Web-based recruiting mgmt, resume
collection & on-boarding accelerator.
FASCOR
www.fascor.com • 888-832-7267 ext. 103
FASCOR WMS
Scalable WMS Tier1 functionality for
SMB market. Adv order mgmt., user
configurable dashboards, integrated
TMS, voice picking & more, deliver
rapid ROI for Dist, Warehouse & Mfg
operations. Serving MS Dyn for 17 yrs.
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.
KEY: 365 Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Dynamics SL Dynamics CRM Online Trial Available Mobile Enabled
3650 Dynamics 365 for Finance and Operations, Enterprise Edition 365F Dynamics 365 for Finance and Operations, Business Edition
THEPARTNERCHANNEL.COM | WINTER 2018 61

INDUSTRY
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.
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.
W holesale Trade:
Durable Goods
k-eCommerce
www.k-eCommerce.com • 855-532-6663
k-eCommerce
An innovative eCommerce solution
fully integrated to your ERP, offering an
omnichannel platform for B2B and B2C
online stores deployed in our PCI-DSS
3.2 Level 1 certified cloud environment.
TrueCommerce 365
www.truecommerce.com • 888-430-4489
TrueCommerce
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.
Tasklet Factory
www.taskletfactory.com • +45 72 332 000
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.
Learn why Jeffrey with StockIQ Technologies 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
“The List is a very valuable The List resource contact for Jane@thepartnerchannel.com.
both Partners and customers. It is a one stop shop for finding
ISVs with deep vertical expertise and solutions, who are committed to helping the Dynamics channel.”
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KEY: 365 Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Dynamics SL Dynamics CRM Online Trial Available Mobile Enabled
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Horizontal
Accounting
Artsyl Technologies, Inc.
artsyltech.com • 905-326-0676
docAlpha
Artsyl’s docAlpha smart process
platform intelligently captures data
from documents and other unstructured
digital files to eliminate data entry,
increase data accuracy, accelerate
workflows and ensure compliance
Corporate Renaissance Group
www.crgroup.com/AATools • 613-232-4295
AA Tools for Analytical Accounting
Simplify the management of GP Analytical
Accounting: AA Backfiller, AA Changer,
AA Segment Converter & AA Cubes.
Backfill data in AA, change AA codes,
convert GL segments to AA dimensions
& complete analytics.
Emergence
www.emergencecorp.com/aac • 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 Microsoft Dynamics GP
Canadian Payroll that allows users to
email out employee Payslips with an
email that is password protected.
ImageTag, Inc.
www.kwiktag.com • 888-KWIK-TAG
KwikTag
KwikTag by ImageTag is ONE SYSTEM you
need for document management and
business process automation - without
harming trees or your budget.
Affordable Care Act
Reporting
Aatrix Software, Inc.
partner.aatrix.com/msdynamicsgp
800-426-0854 ext. 175
Aatrix COMPLETE ACA eFile Service
Aatrix, the nations leading single-point
eFile center makes complying with ACA
reporting requirements simple. The
COMPLETE ACA eFile Service will Print
& mail employee copies and eFile the
IRS as low as 99¢/employee.
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.
Integrity Data
www.integrity-data.com • 217-732-3737
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!
Integrity Data
www.integrity-data.com/software/
aca-compliance/ • 888-786-6162
Integrity Data ACA
Compliance Solution
Making IRS compliance around
healthcare reporting a non-issue by
tracking eligibility and affordability and
automatically generating, printing and
e-filing Form 1095-C/ 1094-C.
Sierra Workforce Solutions
www.sierraws.com • 800-822-0973
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.
A nalytics
Arbela Technologies
365
www.arbelatech.com • 949-291-4777
Arbela Technologies
Whether in the enterprise or the cloud, on
a mobile device or machine-to-machine,
Arbela is a trusted advisor companies
rely on to drive transformation & achieve
strategic, financial & operational value.
DataSelf
www.dataself.com • 888-910-9802
DataSelf Analytics
Tableau, a data warehouse and 5,000
KPIs for Dynamics ERP/CRM.
deFacto Global, Inc. 365F 3650
www.deFactoGlobal.com
888-894-3031 ext 229
Dynamics’ Premier Excelbased
Planning
Affordable enterprise-quality power &
capabilities. Cloud (Hybrid) On-Prem.
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
ImageTag, Inc.
www.kwiktag.com • 888-KWIK-TAG
KwikPayables
KwikPayables automates the process
of invoice transactions being captured,
coded, routed, approved, stored and
audited.
Barcode Data Collection
DSI Global
www.dsiglobal.com • 816-416-5000
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.
Insight Works
www.dmsiworks.com • 866-440-7543
Shop Floor and Warehouse
Mobile Data Collection
With barcode data and scanning,
tracking time, attendance, materials,
and inventory are handled seamlessly
with Insight Work's Shop Floor and
Warehouse Mobile Data Collection
module for Dynamics NAV.
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
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.
KEY: 365 Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Dynamics SL Dynamics CRM Online Trial Available Mobile Enabled
3650 Dynamics 365 for Finance and Operations, Enterprise Edition 365F Dynamics 365 for Finance and Operations, Business Edition
Panatrack, Inc.
www.panatrack.com • 262-361-4950
PanatrackerGP for Fixed Assets
Bar Code data capture extending GP
Fixed Asset module to manage assets.
Billing
ConnectBooster 365
www.connectbooster.com • 877-733-6584
NEW: ConnectBooster
We solve payments automation, accounts
receivable, and accounting issues for
Microsoft Dynamics customers.
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 templates
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. 365F 3650
www.deFactoGlobal.com
888-894-3031 ext 229
Dynamics’ Premier Excelbased
Planning
Affordable enterprise-quality power &
capabilities. Cloud (Hybrid) On-Prem.
Dynamic Budgets
www.dynamicbudgets.com • 650-332-6650
Dynamic Budgets
Budgeting & live reporting. Frustrated
that other budget solutions are too
painful, too complicated, and too
expensive? This solution installs and
configures in 1 hour. Dynamic Budgets
makes Powerful Budgeting Easy!
THEPARTNERCHANNEL.COM | WINTER 2018 63
HORIZONTAL

HORIZONTAL
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.
B usiness Intelligence
Artsyl Technologies, Inc.
artsyltech.com • 905-326-0676
docAlpha
Artsyl’s docAlpha smart process platform
intelligently captures data from documents
and other unstructured digital
files to eliminate data entry, increase
data accuracy, accelerate workflows
and ensure compliance.
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 templates.
DataSelf
www.dataself.com • 888-910-9802
DataSelf Analytics
Tableau, a data warehouse and 5,000
KPIs for Dynamics ERP/CRM.
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
Jet Reports 365
www.jetreports.com • 503-608-3602
Jet Reports Suite of Solutions
Fast, Flexible Reporting & BI inside Excel.
154,320+ users and counting.
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
Paperless Accounts Payable
and Payment Automation
Designed for Dynamics GP
Streamline your entire financial process,
from invoice capture & approval to
vendor payments, all from one platform.
Go paperless w/intelligent workflows,
real-time GP transaction processing, &
automated B2B payments
Altec
www.altec-inc.com • 800-997-9921 ext. 1255
DocLink Integrated Document
Management
Capture, workflow, output & archive
w/DocLink, Doc. Mgmt. for Dynamics.
docSTAR
www.docstar.com • 888-DOC-STAR
DocStar ECM AP Automation
The premier integrated AP automation
solution provider. Cloud or on-premises.
Mobile access. Intelligent data capture.
Advanced workflow engine.
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
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.
C ommissions
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
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 AP, Document
Management and Payment
and Process Automation
for Dynamics GP
Direct and control the entire lifecycle of
your document and invoices & payments,
while protecting the information within
them & keeping you within information
and payment compliance mandates.
Altec
www.altec-inc.com • 800-997-9921 ext. 1255
DocLink Integrated Document
Management
DocLink electronic document solutions
support compliance mandates.
Arbela Technologies
www.arbelatech.com • 949-291-4777
Arbela Audit & Security
Manager
Audit Security Manager addresses
security management, audit compliance
& reporting. Reduce your time to prepare
for audits & manage security. Gain from
our experience!
AXSource
www.axsource.com • 905-854-6059
GMP Compliance
Built-in Quality Management solution
for Dynamics with Recall, CAPA and
Electronic Batch Records.
Binary Stream 365 365F
3650
www.binarystream.com/GP-ARCB
604-522-6300
NEW: Advanced Revenue and
Expense Deferral (ARED)
Gain control of your revenue and expense
deferrals and recognition through line
level detail and the ability to build and
track thousands of schedules, all while
remaining compliant.
Integrity Data
www.integrity-data.com/software/
aca-compliance/ • 888-786-6162
Integrity Data ACA
Compliance Solution
Making IRS compliance around healthcare
reporting a non-issue by tracking eligibility
and affordability and automatically
generating, printing and e-filing Form
1095-C/ 1094-C.
Contract/Project
Management
Binary Stream 365 365F
3650
www.binarystream.com/GP-ARCB
604-522-6300
NEW: Advanced Revenue and
Expense Deferral (ARED)
Gain control of your revenue and expense
deferrals and recognition through line
level detail and the ability to build and
track thousands of schedules, all while
remaining compliant.
C redit Card/Check
Processing
Century Business Solutions
www.ebizcharge.com/ • 888-500-7798
EBizCharge for Microsoft
Dynamics
Process payments in CRM, NAV, GP &
AX 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.
ConnectBooster 365
www.connectbooster.com • 877-733-6584
NEW: ConnectBooster
We solve payments automation, accounts
receivable, and accounting issues for
Microsoft Dynamics customers.
Integrated Software, Inc.
www.isiusa.com • 321-984-1986
Check Processing
Electronic Check Processing integrated
with SOP and Cash Receipts.
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.
KEY: 365 Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Dynamics SL Dynamics CRM Online Trial Available Mobile Enabled
3650 Dynamics 365 for Finance and Operations, Enterprise Edition 365F Dynamics 365 for Finance and Operations, Business Edition
64 WINTER 2018 | THEPARTNERCHANNEL.COM

Nodus Technologies, Inc.
www.nodus.com/solutions/paymentprocessing/
• 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
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
www.redmaple.com • 972-980-6963
Red Maple's Advanced
Credit Cards for Retail
Adv. CC for Retail allows you to process
credit cards in retail environments and
directly integrate into AX. PCI validated
CC solution native to AX. Red Maple has
many processor options for CC for Retail.
Customer Relationship
Management
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.
Vertical Lift Business Solutions Inc
365 3650
www.verticalliftbsi.com • 416-848-0317
Vertical Lift Business Solutions Inc
Get more value from your Dynamics
CRM investment. We specialize in
custom integrations, cloud migration
and complex business scenarios. Call
us for more info.
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.
D ata Integration
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.
Winthrop Development
Consultants
www.winthropdc.com/products_BPST.htm
+61893329446
Batch Posting Service Toolkit
Post batches into Dynamics GP from
external applications, in real-time, with
a single web service call ... without using
Dexterity.
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.
D istribution
Arbela Technologies
365
www.arbelatech.com • 949-291-4777
Arbela Technologies
Whether in the enterprise or the cloud, on
a mobile device or machine-to-machine,
Arbela is a trusted advisor companies
rely on to drive transformation & achieve
strategic, financial & operational value.
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.
FASCOR
www.fascor.com • 888-832-7267 ext. 103
FASCOR WMS
Scalable WMS Tier1 functionality for
SMB market. Adv order mgmt., user
configurable dashboards, integrated
TMS, voice picking & more, deliver
rapid ROI for Dist, Warehouse & Mfg
operations. Serving MS Dyn for 17 yrs.
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.
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 80 Enhancements to GP, based
upon customer requests. Enhances
virtually every part of the GP System.
Make GP more intuitive, easier to use!
D ocument 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
DocLink Integrated Document
Management
Capture, workflow, output & archive
w/DocLink, 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.
docSTAR
www.docstar.com • 888-DOC-STAR
DocStar ECM AP Automation
The premier integrated AP automation
solution provider. Cloud or on-premises.
Mobile access. Intelligent data capture.
Advanced workflow engine.
ImageTag, Inc.
www.kwiktag.com • 888-KWIK-TAG
KwikTag
KwikTag by ImageTag is ONE SYSTEM you
need for document management and
business process automation - without
harming trees or your budget.
Metafile Information Systems, Inc.
www.metaviewer.com • 507-286-9232
MetaViewer Paperless Automation
for Microsoft Dynamics
AP Automation for Dynamics AX, GP,
SL & NAV, & expanded functionality
including expense reports, journal
entry, purchase requisition and more.
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
EBizCharge for Microsoft
Dynamics
Process payments in CRM, NAV, GP &
AX using the secure payment gateway
EBizCharge. Unlimited batch history and
reports. Online bill pay portal.
ChargeLogic
www.chargelogic.com • 877-292-2520
ChargeLogic Connect
PCI-certified e-commerce payments &
orders. Click-to-Pay Invoicing.
k-eCommerce
www.k-eCommerce.com • 855-532-6663
k-eCommerce
An innovative eCommerce solution
fully integrated to your ERP, offering an
omnichannel platform for B2B and B2C
online stores deployed in our PCI-DSS
3.2 Level 1 certified cloud environment.
HORIZONTAL
KEY: 365 Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Dynamics SL Dynamics CRM Online Trial Available Mobile Enabled
3650 Dynamics 365 for Finance and Operations, Enterprise Edition 365F Dynamics 365 for Finance and Operations, Business Edition
THEPARTNERCHANNEL.COM | WINTER 2018 65

HORIZONTAL
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/solutions/e-commerce/
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.
Thomson Reuters
tax.thomsonreuters.com/TheList
888-885-0206
Sales Tax Automation for
Microsoft Dynamics
Thomson Reuters ONESOURCE TM Indirect
Tax is tax management software that
automates sales, use and value-added
tax calculation, reporting, filing and
remittance.
Vertex
www.VertexSMB.com/TheList • 855-221-5885
Vertex
Sales and use tax automation for businesses
of any size.
Winthrop Development
Consultants
www.winthropdc.com/products_BPST.htm
+61893329446
Batch Posting Service Toolkit
Post batches into Dynamics GP from
external applications, in real-time,
with a single web service call ... without
using Dexterity.
EDI
AIM Computer Solutions, Inc.
www.aimcom.com • 586-439-0300
AIM Vision AutoSys
EDI, AIAG barcode labels, Demand Mgmt,
Release Acctg., MMOG, IATF 16949.
Data Masons Software
365
www.datamasons.com/thelist • 866-575-1631
Vantage Point EDI for
Dynamics
EDI Made Simple for Dynamics: ERP
integration without customization.
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.
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.
TrueCommerce 365
www.truecommerce.com • 888-430-4489
TrueCommerce
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.
Electronic Document
Delivery (Email)/Faxing
ACOM Solutions, Inc.
www.acom.com/solutions/ms-dynamicsgpgreat-plains/
• 800-699-5758
Real-time Integrated AP
and Payment Automation
Designed for Dynamics GP
Automatically capture, route, deliver,
archive, pay and securely access
information directly from Dynamics
GP screens and via Web Browser.
Altec
www.altec-inc.com • 800-997-9921 ext. 1255
DocLink Integrated Document
Management
Capture, workflow, output & archive
w/DocLink, 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.
E xpense Solutions
Ariett 365
www.ariett.com/ • 781-826-1120
Cloud Travel and Expense
Reporting with Pre-Trip Approval,
Credit Cards, Receipt Capture
and Mileage Calculator
NEW BI Dashboard, Mobile-ready,
Requisition, PO, Invoice, Payment .
DATABASICS, Inc.
www.data-basics.com • 800-599-0434
DATABASICS Time + Expense
Easy-to-use time tracking & expense
reporting software. Built-in business
rules, mobile app, global localization.
Microsoft partner since 2004.
DynamicPoint 365
www.dynamicpoint.com/expense-reimbursement/
844-396-7646
SharePoint Expense
Reimbursement Solution
Exclusively for Microsoft Dynamics
Streamline employee expense
reimbursement with seamless integration
to Dynamics 365, GP & NAV. Out of the
box integration with Budgeting, Credit
Cards, Google Maps, Project Accounting,
Analytical Accounting & More!
ImageTag, Inc.
www.kwiktag.com • 888-KWIK-TAG
KwikExpense
KwikExpense automates and accelerates
expense reporting, receipt capture and
the report approval process, while making
credit card reconciliation a breeze!
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, multicurrency,
VAT support, electronic
receipts and more.
Paramount WorkPlace
ParamountWorkPlace.com/solutions/
travel-and-expense/ • 800-725-4408
Paramount WorkPlace
Expense
Mobile App & 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.
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
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 .
KEY: 365 Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Dynamics SL Dynamics CRM Online Trial Available Mobile Enabled
3650 Dynamics 365 for Finance and Operations, Enterprise Edition 365F Dynamics 365 for Finance and Operations, Business Edition
66 WINTER 2018 | THEPARTNERCHANNEL.COM

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
wsTOOLS for KEY2ACT
Enhancements for GP, KEY2ACT Jobcost,
Service Management and MobileTech.
F ixed 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/aac • 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.
HR Management
Aatrix Software, Inc.
partner.aatrix.com/msdynamicsgp
800-426-0854 ext. 175
Aatrix COMPLETE ACA
eFile Service
Aatrix, the nations leading single-point
eFile center makes complying with ACA
reporting requirements simple. The
COMPLETE ACA eFile Service will Print
& mail employee copies and eFile the
IRS as low as 99¢/employee.
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°
assessments, goal management, succession
planning, pay-for-performance,
reporting & social feedback.
Elevate HR, Inc.
elevate-hr.com/solutions/ • 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
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/JBC.htm
888-525-8874 ext. 462
JAT Benefits Connect (JBC)
JBC communicates enrollment data to
carriers and insurance providers.
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.
Human Resource
Applicant Tracking System
Elevate HR, Inc.
elevate-hr.com/solutions/ • 973-917-3230
Elevate HR: Solutions for
Dynamics 365 & AX HCM
Applicant Portal, HCM Wizards, Online
Benefits, Global Payroll, etc.
I nter-company
Processing
Binary Stream
binarystream.com/products/
intercompany-bridge/
604-522-6300
NEW: Intercompany Bridge
Streamline your business by automating
intercompany transactions between
your Microsoft Dynamics GP databases.
Binary Stream
binarystream.com/products/
multi-entity-management/
604-522-6300
NEW: Multi-Entity
Management (MEM)
Consolidate your financial information
in a single Dynamics GP database to
achieve greater productivity and gain
powerful insight into corporate performance
even in complex fast-growing
multi-company environments.
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
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
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 • 888-832-7267 ext. 103
FASCOR WMS
Scalable WMS Tier1 functionality for
SMB market. Adv order mgmt., user
configurable dashboards, integrated
TMS, voice picking & more, deliver
rapid ROI for Dist, Warehouse & Mfg
operations. Serving MS Dyn for 17 yrs.
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
Binary Stream 365 365F
www.binarystream.com/GP-ARCB
604-522-6300
NEW: Advanced Recurring
Contract Billing (ARCB)
Get paid on time, every time with automated
recurring invoicing and the
ability to handle nearly any complex
billing scenario such as subscription or
consumption based and more.
Century Business Solutions
www.ebizcharge.com/ • 888-500-7798
EBizCharge for Microsoft
Dynamics
Process payments in CRM, NAV, GP &
AX using the secure payment gateway
EBizCharge. Unlimited batch history and
reports. Online bill pay portal.
DynamicPoint 365
www.dynamicpoint.com/invoice-automation/
844-396-7646
NEW: Office 365 App for AP/
Invoice Automation with
Dynamic 365, GP & NAV
Streamline Invoice/AP Processing with
an Office 365 app that seamlessly
integrates to Dynamics 365, GP &
NAV. Out of the box integration with
Budgeting, Jobs, Project Accounting,
Analytical Accounting & More!
DynamicPoint 365
www.dynamicpoint.com/products/
844-396-7646
SharePoint Online Check
Request Exclusively for
Dynamics 365, GP & NAV
Streamline check request processing with
online input, inclusion of attachments/
quotes, allocate to GL, Jobs, Projects
or AA, executive review/approval and
real-time integration to Dynamics 365,
GP & NAV.
HORIZONTAL
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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 • 855-532-6663
Online Bill Pay Bundle
View, print and pay invoices by ACH or
credit card securely from a website with
real-time fund recognition with seamless
integration to Microsoft Dynamics GP.
Nodus Technologies, Inc.
www.nodus.com/solutions/online-bill-pay/
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, and payment plan modules.
Red Maple
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.
J ob Costing
JOVACO Solutions Inc.
365
www.jovaco.com • 888-988-3535 ext. 121
JOVACO Suite
Project management solution with
a project accounting module, webbased
time & expense application and
planning tool. Top features: extensive
reporting, multi-company & currency,
integration to SOP, POP & inventory.
Sierra Workforce Solutions
www.sierraws.com • 800-822-0973
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.
Manufacturing
Enhancement
Artsyl Technologies, Inc.
artsyltech.com • 905-326-0676
docAlpha
Artsyl’s docAlpha smart process platform
intelligently captures data from documents
and other unstructured digital
files to eliminate data entry, increase
data accuracy, accelerate workflows
and ensure compliance.
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.
ImageTag, Inc.
www.kwiktag.com • 888-KWIK-TAG
KwikTag KwikApps
KwikApps automate any document,
any department and any process with
ONE SYSTEM that integrates directly
with your Dynamics ERP.
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
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 better serve shared
services. Gain from our experience!
Emergence
www.emergencecorp.com/aac • 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, AP
and Sale Order Processing
Designed for Dynamics GP
Streamline your entire financial process,
from invoice capture & approval to
vendor payments, all from one platform.
Go paperless w/intelligent workflows,
real-time GP transaction processing, &
automated B2B payments
Altec
www.altec-inc.com • 800-997-9921 ext. 1255
DocLink Integrated Document
Management
Capture, workflow, output & archive
w/DocLink, Doc. Mgmt. for Dynamics.
Ariett 365
www.ariett.com • 781-826-1120
Cloud AP Invoice to Payment
Automation with Intercompany
and Multi-Currency Processing
NEW BI Dashboard, Invoice Capture,
Payment, Requisition, PO, Contract
Dooap Inc.
www.dooap.com • 212-653-8801
Dooap
Dooap is Accounts Payable automation
for Microsoft Dynamics AX and 365. It's
invoice automation that both users
and AX love. 100% say it is fun to use.
Efficiency comes standard.
DynamicPoint 365
www.dynamicpoint.com/invoice-automation/
844-396-7646
NEW: Office 365 App for AP/
Invoice Automation with
Dynamic 365, GP & NAV
Streamline Invoice/AP Processing with
an Office 365 app that seamlessly integrates
to Dynamics 365, GP & NAV. Out
of the box integration with Budgeting,
Jobs, Project Accounting, Analytical
Accounting & More!
DynamicPoint 365
www.dynamicpoint.com/products/
844-396-7646
SharePoint Online Check
Request Exclusively for
Dynamics 365, GP & NAV
Streamline check request processing
with online input, inclusion of attachments/quotes,
allocate to GL, Jobs,
Projects or AA, executive review and
approval and real-time integration to
Dynamics 365, GP & NAV.
ImageTag, Inc.
www.kwiktag.com • 888-KWIK-TAG
KwikPayables
KwikPayables automates the process
of invoice transactions being captured,
coded, routed, approved, stored and
audited.
Metafile Information Systems, Inc.
www.metaviewer.com • 507-286-9232
MetaViewer Paperless Automation
for Microsoft Dynamics
AP Automation for Dynamics AX, GP,
SL & NAV, & expanded functionality
including expense reports, journal
entry, purchase requisition and more.
ReQlogic
www.reqlogic.com • 734-302-2316
ReQlogic
ReQlogic is the leading solution for eProcurement,
Requisition, AP Automation,
Time & Expense. With real-time integration,
powerful workflow and ease
of configuration, ReQlogic is the right
choice for your business.
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
AP/AR Refunds
Save time by generating refunds between
Accounts Payable and Accounts
Receivable or bring balances to zero.
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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.
P ayroll 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.
Integrity Data
www.integrity-data.com • 217-732-3737
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!
Integrity Data
www.integrity-data.com/software/
aca-compliance/ • 888-786-6162
Integrity Data ACA
Compliance Solution
Making IRS compliance around healthcare
reporting a non-issue by tracking eligibility
and affordability and automatically
generating, printing and e-filing Form
1095-C/ 1094-C.
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.
Paymate Software Corporation
www.paymatesoftware.com
866-729-6283 (1-866-PAYMATE)
Paymate Software
Payroll with optional HR ESS TnA ACA
Quick install and Inexpensive
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
wsTOOLS for Dynamics GP
Automate process, eliminate rekeying,
improve overall user experience.
P ortals
DynamicPoint 365
www.dynamicpoint.com/customerand-vendor-portal/
• 844-396-7646
SharePoint Vendor &
Customer Portals for
Microsoft Dynamics ERP
Portals built exclusively for Dynamics
365, AX, GP & NAV deliver a flexible,
seamlessly integrated and highly secure
extranet providing access to profile
data, sales/purchase orders, payment
status and more - 24/7!
Peak Engagement
peakengagement.com/peak-portals/
855-458-3783
Peak Portals
Peak Portals drives deeper engagement
for brands by enabling multiple engagement
channels through a web portal
for Microsoft Dynamics. The solution
is easy to set-up, intuitive to use and
affordable for any business.
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 365
www.ariett.com • 781-826-1120
Cloud Purchasing, Accounts
Payable Automation, Payment
Processing, Contract Tracking
and Expense Reporting for Any
Device and Multiple Companies
NEW BI Dashboard, Requisition, PO,
Punch-out, Invoice Capture, Contract
DynamicPoint 365
www.dynamicpoint.com/purchase-requisition/
844-396-7646
SharePoint Procurement
Management Solution Exclusively
for Microsoft Dynamics
Streamline procurement processing
with seamless integration to Dynamics
365, GP & NAV. Out of the box integration
with Budgeting, Receiving,
Jobs, Project Accounting, Analytical
Accounting & More!
Paramount WorkPlace
www.ParamountWorkPlace.com
800-725-4408
Paramount WorkPlace
Requisition & Procurement
Mobile App & Entry, PunchOut, Catalog,
Check Request, Budget Compliance,
RFQ, PO Generation, Receiving, Invoice
Matching & Vendor Contract Compliance,
Robust Approvals Engine.
Red Maple
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 the leading solution for eProcurement,
Requisition, AP Automation,
Time & Expense. With real-time integration,
powerful workflow and ease
of configuration, ReQlogic is the right
choice for your business.
Product Information
Management
Perfion, Inc.
www.perfion.com • 267-549-8690
Perfion
Product Information Management (PIM)
fully integrated with MS Dynamics.
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.crowehorwath.com/crm/projectmanagement/
• 877-600-2253
Project Management for
Microsoft Dynamics 365
Project Management for Dynamics 365
is a comprehensive and easy-to-use
project management solution.
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.
365
www.jovaco.com • 888-988-3535 ext. 121
JOVACO Suite
Project management solution with
a project accounting module, webbased
time & expense application and
planning tool. Top features: extensive
reporting, multi-company & currency,
integration to SOP, POP & inventory .
Purchase Order
Processing Enhancement
Altec
www.altec-inc.com • 800-997-9921 ext. 1255
DocLink Integrated Document
Management
Capture, workflow, output & archive
w/DocLink, Doc. Mgmt. for Dynamics.
Dooap Inc.
www.dooap.com • 212-653-8801
Dooap
Dooap is Accounts Payable automation
for Microsoft Dynamics AX and 365. It's
invoice automation that both users
and AX love. 100% say it is fun to use.
Efficiency comes standard.
DynamicPoint 365
www.dynamicpoint.com/purchase-requisition/
844-396-7646
SharePoint Requisition
Management Solution Exclusively
for Microsoft Dynamics
Streamline procurement processing
with seamless integration to Dynamics
365, GP & NAV. Out of the box integration
with Budgeting, Receiving,
Jobs, Project Accounting, Analytical
Accounting & More!
HORIZONTAL
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Red Maple
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.
Receivables
Enhancement
ConnectBooster 365
www.connectbooster.com • 877-733-6584
NEW: ConnectBooster
We solve payments automation, accounts
receivable, and accounting issues for
Microsoft Dynamics customers.
Crestwood Associates
www.crestwood.com/products/crestwoodproducts/ar-collections-manager-formicrosoft-dynamics-sl/
• 847-394-8820
AR Collections Manager for
Microsoft Dynamics SL
Automates time-consuming collection
activities and improves cash flow.
Crestwood Associates
www.crestwood.com/products/
crestwood-products/national-accounts-formicrosoft-dynamics-sl/
• 847-394-8820
National Accounts for
Microsoft Dynamics SL
Easily track & apply payments for
customer parent/child relationships.
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/solutions/online-bill-pay/
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, and payment plan modules.
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
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
AR Collections
Automate your AR Collections securely
and track all history. Track and report
your collectors work. Scales from 1
collector to 1000's.
Reconciliation
GPC Systems, Inc.
www.easyebankrec.com • 208-290-3040
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.
Reporting-Central
www.reporting-central.com • 813-579-4991
The Closer
Easily find out what is stopping your GL
from reconciling to your sub-ledgers for
Cash, AR, AP, Inventory, Accrued Purch,
Sales, COGS, Sales Tax & Outside Data
Sources. No more manual reconciliations.
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 templates.
deFacto Global, Inc. 365F 3650
www.deFactoGlobal.com
888-894-3031 ext 229
Dynamics’ Premier Excelbased
Planning
Affordable enterprise-quality power &
capabilities. Cloud (Hybrid) On-Prem.
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.
Jet Reports 365
www.jetreports.com • 503-608-3602
Jet Reports Suite of Solutions
Fast, Flexible Reporting & BI inside Excel.
154,320+ users and counting.
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.
Royalty
Eclipse Computing, Inc
www.royaltyandrights.com
201-746-6255 ext. 201
Royalty and Rights Management
System for Dynamics GP
Fully automated end to end solution
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 Order Processing
Enhancement
Altec
www.altec-inc.com • 800-997-9921 ext. 1255
DocLink Integrated Document
Management
Capture, workflow, output & archive
w/DocLink, 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.
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
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.
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Thomson Reuters
tax.thomsonreuters.com/TheList
888-885-0206
Sales Tax Automation for
Microsoft Dynamics
Thomson Reuters ONESOURCE TM Indirect
Tax is tax management software that
automates sales, use and value-added
tax calculation, reporting, filing and
remittance.
Vertex
www.VertexSMB.com/TheList • 855-221-5885
Vertex
Sales and use tax automation for businesses
of any size.
Security
Arbela Technologies
www.arbelatech.com • 949-291-4777
Arbela Audit & Security
Manager
Audit Security Manager addresses
security management, audit compliance
& reporting. Reduce your time to
prepare for audits & manage security.
Gain from our experience!
Elevate HR, Inc.
elevate-hr.com/ • 973-917-3230
elevateAD: Active Directory
Integration (Azure & On-Prem)
for Dynamics 365 & AX 2012
Auto create, sync, disable AD accounts
for Employees, Vendors, Customers.
Mergetool.com
www.mergetool.com • 678-666-2100
NAV Easy Security from
Mergetool.com
Complete security solution for NAV.
Quick Security, Permission Recorder, SOX
compliant roles verified for Segregation
of Duties. Field Level and Data Securityhide
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 better serve shared
services. Gain from our experience!
ChargeLogic
www.chargelogic.com • 877-292-2520
ChargeLogic Shipping
Accurate rate quotes. Built in NAV. UPS,
FedEx, USPS, DHL, & TNT.
Supply Chain
Management
Arbela Technologies
365
www.arbelatech.com • 949-291-4777
Arbela Technologies
Whether in the enterprise or the cloud, on
a mobile device or machine-to-machine,
Arbela is a trusted advisor companies
rely on to drive transformation & achieve
strategic, financial & operational value.
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
365
www.datamasons.com/thelist • 866-575-1631
Vantage Point EDI for
Dynamics
EDI Made Simple for Dynamics: ERP
integration without customization.
FASCOR
www.fascor.com • 888-832-7267 ext. 103
FASCOR WMS
Scalable WMS Tier1 functionality for
SMB market. Adv order mgmt., user
configurable dashboards, integrated
TMS, voice picking & more, deliver
rapid ROI for Dist, Warehouse & Mfg
operations. Serving MS Dyn for 17 yrs.
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 .
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
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
Lanham Address Verification
Cloud svc to verify US or APO/FPO addresses.
Updates affect all data in NAV.
Lanham Associates®
www.lanhamassoc.com/ • 678-379-4200
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.
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.
TrueCommerce 365
System Enhancement
Crowe Horwath LLP
www.crowehorwath.com/crm/editable-grid/
877-600-2253
EditAble CRM Grid for Microsoft
Dynamics 365
Build advanced Dynamics 365 Sub-Grids
with point-and-click configuration
module and robust API.
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 80 Enhancements to GP, based
upon customer requests. Enhances
virtually every part of the GP System.
Make GP more intuitive, easier to use!
Winthrop Development
Consultants
www.winthropdc.com/products_GPPT.htm
+61893329446
GP Power Tools
The premier tool for Dynamics GP
administrators. A must have collection
of powerful utilities for administering,
supporting & developing for GP.
HORIZONTAL
Winthrop Development
Consultants
www.winthropdc.com/products_GPPT.htm
+61893329446
GP Power Tools
The premier tool for Dynamics GP
administrators. A must have collection
of powerful utilities for administering,
supporting & developing for GP.
DSI Global
www.dsiglobal.com • 816-416-5000
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.
www.truecommerce.com • 888-430-4489
TrueCommerce
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.
System and Network
Management
Winthrop Development
Consultants
www.winthropdc.com/products_GPPT.htm
+61893329446
GP Power Tools
The premier tool for Dynamics GP
administrators. A must have collection
of powerful utilities for administering,
supporting & developing for GP.
KEY: 365 Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Dynamics SL Dynamics CRM Online Trial Available Mobile Enabled
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HORIZONTAL
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.
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/TheList
888-885-0206
Sales Tax Automation for
Microsoft Dynamics
Thomson Reuters ONESOURCE TM Indirect
Tax is tax management software that
automates sales, use and value-added
tax calculation, reporting, filing and
remittance.
Vertex
www.VertexSMB.com/TheList • 855-221-5885
Vertex
Sales and use tax automation for businesses
of any size.
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.
www.data-basics.com • 800-599-0434
DATABASICS Time + Expense
Easy-to-use time tracking & expense
reporting software. Built-in business
rules, mobile app, global localization.
Microsoft partner since 2004.
Joesoftware Inc.
www.joesoftware.com • 780-990-0220
Penny
Web-based timesheets, employee/
manager self-service for CDN 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-suite/time-expense-management/
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.
Sierra Workforce Solutions
www.sierraws.com • 800-822-0973
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.
T ravel Expense
Management
DATABASICS, Inc.
www.data-basics.com • 800-599-0434
DATABASICS Time + Expense
Easy-to-use time tracking & expense
reporting software. Built-in business
rules, mobile app, global localization.
Microsoft partner since 2004.
DynamicPoint 365
www.dynamicpoint.com/expensereimbursement/
• 844-396-7646
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!
ImageTag, Inc.
www.kwiktag.com • 888-KWIK-TAG
KwikExpense
KwikExpense automates and accelerates
expense reporting, receipt capture and
the report approval process, while making
credit card reconciliation a breeze!
W arranty and Claims
Management
Red Maple
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.
W orkflow / Notifications
ACOM Solutions, Inc.
www.acom.com/solutions/ms-dynamicsgpgreat-plains/
• 800-699-5758
Accounts Payable and
Payment Automation
Designed for Dynamics GP
Streamline your entire financial process,
from invoice capture & approval to
vendor payments, all from one platform.
Intelligent workflows, real-time GP
transaction processing, & automated
B2B payments.
Altec
www.altec-inc.com • 800-997-9921 ext. 1255
DocLink Integrated Document
Management
Capture, workflow, output & archive
w/DocLink, 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.
docSTAR
www.docstar.com • 888-DOC-STAR
DocStar ECM AP Automation
The premier integrated AP automation
solution provider. Cloud or on-premises.
Mobile access. Intelligent data capture.
Advanced workflow engine.
Dooap Inc.
www.dooap.com • 212-653-8801
Dooap
Dooap is Accounts Payable automation
for Microsoft Dynamics AX and 365. It's
invoice automation that both users
and AX love. 100% say it is fun to use.
Efficiency comes standard.
ImageTag, Inc.
www.kwiktag.com • 888-KWIK-TAG
KwikTag KwikApps
KwikApps automate any document,
any department and any process with
ONE SYSTEM that integrates directly
with your Dynamics ERP.
Metafile Information Systems, Inc.
www.metaviewer.com • 507-286-9232
MetaViewer Paperless Automation
for Microsoft Dynamics
AP Automation for Dynamics AX, GP,
SL & NAV, & expanded functionality
including expense reports, journal
entry, purchase requisition and more.
Red Maple
www.redmaple.com • 972-980-6963
Red Maple's Advanced
Workflow Email Client
Adv. Workflow Email Client allows you
to approve, reject or redirect workflows
from mobile devices that use Microsoft
Exchange Server without having to
launch AX. Red Maple's Adv. Workflow
is required.
Red Maple
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.
KEY: 365 Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Dynamics SL Dynamics CRM Online Trial Available Mobile Enabled
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Services
Application Service
Provider/Hosting
DSI Global
www.dsiglobal.com • 816-416-5000
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 365
www.mgtechgroup.com/about-us/
partner-program/ • 866-350-9310
Dedicated Dynamics ERP Hosting
Services - 99.999% SLA, SSAE16
14+ years experience, you own the
customer relationship, 100% US support.
Business Planning
Amaxra, Inc 365
www.amaxra.com/business-consulting-needs/
optimize-business-processes • 425-749-7471
Business Planning Workshop
Microsoft Gold Partner. Part of your
business slowing down or delivering
lack-luster results? Schedule a Business
Planning Workshop with Amaxra to
ensure you are making the most of
your CRM investment.
Cloud Computing
Implementation Specialists
www.iscorp.biz • 218-486-5095
Custom Development
20+ yrs experience: Dexterity, .NET, SQL,
VB, MS Source Code Provider.
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
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
Dynamics GP Customizations &
Enhancements with Dexterity
20+ yrs: Dexterity & .NET customs,
enhancements, & supported add-ons.
Implementation Services
Amaxra, Inc 365
www.amaxra.com/technology/crmservices-seattle
• 425-749-7471
CRM/Dynamics 365
Implementation
Microsoft Gold Partner. An out-of-the-box
CRM won’t make your business successful.
It’s the planning and configuration
that makes the difference between
little impact and achieving a significant
return on investment.
International Software Systems
365
intlsoftwaresystems.com/ • 714-379-0545
Success Is in the Details
Decades implementing ERP from Great
Plains to Microsoft Dynamics GP.
Pacific Business Consulting, Inc.
www.pbc.co.jp/en/ • 81-3-5796-7053
Pacific Business Consulting Inc.
The first Dynamics Solutions Center in
Japan. Leveraging its 17 year-experience,
PBC is known as No.1 partner in Japan
and a supplier of Asian localizations for
NAV. AX Japanese document solutions
are available.
M anaged Services
.
M arketing Planning &
Services
The Partner Marketing Group
365
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.
365
www.tornado-marketing.com • 608-520-0772
Marketing Consulting
Boost your sales with high-impact
marketing & persuasive messaging.
Work with industry veteran Adrianne
Machina on website, content, & strategy.
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
Sales Tax Management
Service
Avalara, Inc.
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.
Custom Development
DSI Global
www.dsiglobal.com • 816-416-5000
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.
HR & Payroll Implementation
& Consulting
Elevate HR, Inc.
elevate-hr.com/solutions/ • 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
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.
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.
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.
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/TheList
888-885-0206
Sales Tax Automation for
Microsoft Dynamics
Thomson Reuters ONESOURCE TM Indirect
Tax is tax management software that
automates sales, use and value-added
tax calculation, reporting, filing and
remittance.
Vertex
www.VertexSMB.com/TheList • 855-221-5885
Vertex
Sales and use tax automation for businesses
of any size.
SERVICES
KEY: 365 Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Dynamics SL Dynamics CRM Online Trial Available Mobile Enabled
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SharePoint Development
DynamicPoint 365
www.dynamicpoint.com • 844-396-7646
Exclusive Source for
Microsoft Dynamics &
SharePoint Integration
Portals, Business Automation Solutions
& Custom Products integrated with
Microsoft Dynamics CRM & ERP solutions.
Training
Optimum 365
www.optimum.co.uk • 877-406-6078
Microsoft Dynamics End-
User Training Solutions
Optimum design, develop & deliver
bespoke Microsoft Dynamics end-user
training programs for implementation
& upgrade projects around the world.
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!
W riting/Documentation
Services
The Partner Marketing Group
365
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.
Upgrades
International Software Systems
365
intlsoftwaresystems.com/ • 714-379-0545
Success Is in the Details
Personalized on-site or remote training.
In English, French & Spanish!
International Software Systems
365
intlsoftwaresystems.com/ • 714-379-0545
Success Is in the Details
100s of successful Microsoft Dynamics
GP upgrades–It’s what we do best!
Learn why CV Sudarshan with Gorilla Expense 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
“We have been part The of The List List contact for several Jane@thepartnerchannel.com.
editions, and we love working with Jane and her team. The
List is a great resource to find ISV solutions to complement your Microsoft Dynamics ERP solution.”
CV Sudarshan, Gorilla Expense
SERVICES
KEY: 365 Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Dynamics SL Dynamics CRM Online Trial Available Mobile Enabled
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ONE SYSTEM
ANY DEPARTMENT
ANY PROCESS
ANY DOCUMENT
Partner with ImageTag
• Team approach: 100% sales support
• Technology expertise: 9 U.S. patents
• Customer retention: 94% renewal
Why KwikTag?
GP Pro
Client
Anywhere
Client
KTX, the new KwikTag release, automates any business process and helps your customers:
• Gain visibility into and control over their business processes
• Eliminate bottlenecks and increase efficiency
• Be calm, confident and prepared for financial and compliance audits
SL Pro
Client
What’s in it for you?
• Document management and process automation expertise
• Increase your bottom line with a new revenue stream
• Strengthen your position as a market leader
Learn more at kwiktag.com/partners or contact sales@kwiktag.com
888.KWIKTAG
kwiktag.com

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