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TABLE OF

winter 2013 contents

e v e n t s eventss WELCOME TO OUR NEW The event calendar on www.CRMUG.com and the weekly CRMUG members best sources for the latest CRMUG event information as this list is subject to change. ® Events are added weekly, so check back often and get registered for newsletter the next exciting are your This qu arter we’d like to feat CRMUG event. to Susan ure one of our new CRMUG Hynes of RDC! ® Mem bers, sharing a little about who they are and what they do. Welcome Webinars Th e Research & Development Corporation of Newfoundland and Labrador (RDC) i JANUARY 9 – corporation responsible for improving N CRMUG Summit Microsoft Dynamics CRM Dashboards2012 Encore Relevant – Maki In-person Events regional businesses, academia, and governmentewfoundland agencies and and Labrador’s departments, R&D making performance. strategic RDC investments works with in ng JANUARY 31 – s a provincial Crown for Anyone FEBRUARY 1 people, research JANUARY 17 – The CRMUG Event – Rome opportunities and infrastructure. CRMUG Summit 2012 E 2013 50 Tips in 50 Minutes ncore – Microsoft Rome www.crmug.com/conferences/rome2013 RDC has been a Pr JANUA emium Member RY 22 – physically removed from the larger Microsoftsince March Dynamics 2012 CRM community, but “part CRMUG Summit 2012 E MARCH 18-21, . Located on an island on Warrior: Using Microsoft Dynamics CRMncore on the– Road Road 2013 community has blurred the boundaries and allowed shar Canada’s east coast, they are Microsoft D been invaluable for us,” says Susan Hynes, manager, ﬁ ynamics Convergence 2013 icipation in the online JANUARY 23 – New Orleans, LA ing of knowledge, skills, and experience that has Special Interest Group (SIG): Dynamics CRM Admin www.microsoft. nancial operati Microsoft com/dynamics/convergence Welcome to C ons. and IT Support RMUG, Susan and RDC! Welcome also to the OCTOBER 21-25, 2013 Partner membership this year JANUARY 29 – new Member CRM ! At press time, 1,972 individual ne s who In Every Issue UG User Group Information and CRMUG Summit 20 grand total of Member organizations to 2,575. Each new Mem have invested in CRMUG Premium membership and Orientation 13 w Members have joined the CRMUG community, bringing the group’s Tampa, FL CRMUG community as they share their knowledge ber adds value not only to their own organization, but also to the entire JANUARY 29 – crmugsummit.com mission to share th and experiences. Please note that these organizations have given CRMUG per- CRMUG Summit 2012 Encore – Taming the /summit2013 eir name publicly. Registration Opens Spri Beast of Microsoft Dynam ics CRM Security ng 2013 Regional Chapters CRMUG’s Regional Chapter meetings are scheduled on a Premium Members Added Last Quarter quarterly basis, with the nex Aristech Acrylics LLC up your Chapter at www.crmug.t round starting in February. Look Block Vision Farm Credit Bank of Texas regional-ch com/member-resources/ apters and save the date for a Bob Pike Group Humana, Inc. Pokagon Band of Potawatomi meeting near you! Cumberland International International Paciﬁ Indians Trucks, LLC Commission c Halibut Talentum Oyj Fairfax County Government - NTELOS VvAA Groep bv Dept of Info Tech Pioneer Metal Finishing

Premium Partner Members Added Last Quarter DFC Consultants, Ltd. Dun & Bradstreet Ignify Magazine From the Director Wennsoft

5 Again, thank you for your contributions, and welc Premium membership and take a ome to CRM Members are the lifeblood of ourdvantage organization of membership and enable opportunities, us to continueUG! simply Ifto you, visit too, www.CRMUG.com want to explore > Join the CRMUG. beneﬁ Our Premium solution-speciﬁ ts of CRMUG 8 CRMUG Magazine c programming. provide valuable networking, educational events, and CRMUG 7 Community News Winter 2013 9 8 Events 9 Welcome to Our New Members In this Issue: » Social CRM: What Is It and Why Does It Matter?

» User Member Name That Photo Contest Showcase: 35 Black & Veatch Corporation

» Wildly Creative Ways to Use Microsoft Academy Corner Dynamics CRM 36

winter 2013twww.CRMUG.com 37 The List, from The Partner Channel

Features by InsideView hether ’tis nobler to ban social media as the dangerous time waster it threatens to be, or to accept it as a trend too huge to be ignored. That is the Th ose are the choices sales organizations wrestle Why Embrace Social CRM? with today when it comes to the question of Social CRM. Neither is very appealing. Both are driven by fear. » Lead-to-opportunity conversion rates in- Social Question W To sum it up, Social CRM is about using social media (social Into that fear-driven conundrum, I interject a third alternative. crease 30%-50% on average networks, blogs, Internet forums, and any other form of User- Embrace Social CRM, not because it’s a trend you can no longer » Win rates grow 10%-15% generated content) to better understand and engage with your social connections, he found that both his CEO and manager ignore, but because it will empower your organization to market, INFO » Sales rep productivity improves by reducing Customers and prospects. had connections inside the prospect company. He alerted his sell, and service your Customers more effi Advertiser Social CRM helps you get to know the people behind the CEO, and then used his boss’ connection to set up a meeting research time 70%+ It’s that simple. What’s more, as your sales, marketing, ciently and and eff support ectively. » contact data. It helps you understand what keeps them up to begin the sales process while the CEO initiated a high-level teams realize greater success – as a result of using Social CRM Reduces sales cycle time 20%-50% at night, so you can propose solutions without wasting their conversation to ensure executive sponsorship. Th tools – you will see CRM adoption soar. time on fact-fi alert, plus connections – both derived from social channels – nding expeditions. It helps you decipher when to e result? One True, Social CRM is a growing trend. $2.1 billion. Th reach out, who to engage with, and what to talk about, because resulted in Joe making quota. how big Gartner expects the Social CRM industry to be this First things fi it gives you a window into their world. Account Management. Relationship manager “Teresa” year (2012). Th at’s rst, let’s defi at’s 10 percent of the total CRM market and a I won’t pretend to come up with ne what the ultimate Social CRM defi is. For starters, Social CRM doesn’t necessarily mean you need to converse checks her Watchlists first thing each morning to keep track whopping 147 percent increase over 2011. And it’s not just for probably as many defi with Customers via social channels, although that is certainly of changes in her customers’ companies. One of her biggest consumer sales. nitions as there are social medianition; tools there and are sites. But I think these two examples explain it well. an option. Its power is found in the intelligence you can customers is very involved in industry blogs, and her Watchlist A signifi cant amount of the growth in Social CRM will be glean from these channels – data, actionable insights, and tracks their blogging activity so she learns right away when attributed to business-to-business applications, according to “Social CRM adds a new dimension to the traditional connections – that help you enter into more meaningful, a new business initiative or industry development creates Gartner’s report, which indicates that about 30 percent of social view of Customer relationship management. Th relevant conversations with Customers in whatever way makes an opportunity or roadblock to an upcoming renewal. It CRM spending by 2015 will be dedicated to B2B applications. Index on people rather than technology. It’s about joining e focus the is sense for both of you, be it by email, phone, snail mail, face-to- gives her a reason to pick up the phone and deepen the Meet the Board Th at’s especially notable given that those same applications ongoing conversations our Customers and prospects are face meeting, or Twitter. relationship. accounted for only fi ve percent of the market in 2011. already engaged in – not trying to control them.” Let’s get practical. Here are a few examples of how our clients Participating in online communities that your prospects Fighting such a wave is dangerous. Yet riding it out of fear is have become more successful using the social intelligence we and Customers are involved in is another form of Social CRM. not much better. Either way, you run the risk of missing out on 10 provide. It helps you learn more about them and begin to establish how to use it eff Co-founder and Partner of CRM EssentialsBrent Leary, LLC ectively to drive your bottom line. Lead Qualifi relationships. You might blog about your brand or comment Social CRM is so much more than frivolous banter and a 140 cation. Before “Briana,” a lead qualifi “Social CRM is the connection of social data (wherever specialist, picks up the phone, she scans the social intelligence on Customers’ blogs, host a product demo on YouTube, or character “conversation.” And it’s not about technology replacing cation it may be) with existing Customer records (CRM we deliver inside her CRM records to learn about her leads respond to a Customer concern expressed on Facebook or relationships – a fear many sales organizations have. It’s about using solutions) to arm companies with new forms of Customer so she can keep them on the phone longer than 30 seconds. Twitter. Th technology to enhance relationship selling and to increase wins. ese are just a few of the myriad ways Social CRM can Her ineff work for you. intelligence.” ective cold calls have been replaced with informed, productive conversations. CRMUG Partner and Industry Analyst atJeremiah Altimeter Owyang, Group Sales. One morning “Joe” received an InsideView alert about InsideView, a provider of sales intelligence solutions for B2B a key prospect acquiring their #1 competitor, who happened to sales and marketing organizations, delivers social customer be one of his company’s customers. Reviewing the prospect’s intelligence inside Microsoft Dynamics CRM, bringing all the social intelligence its clients need into one place, so they can “get in and win.” For more information, visit www.insideview.com.

12 AssureSign, LLC...... 15 12 To Fear or Not to Fear CRMUG Magazine

Winter 2013 13 ClickDimensions ...... 34 14 User Member Showcase Black & Veatch Corporation CoreMotives, a Silverpop company . . . 30-31 16 Wildly Creative Ways to Use Microsoft Dynamics CRM D&B (Dun & Bradstreet) . . . . . 4 19 CRMUG Summit Review InsideView...... 6 20 Member in Action Microsoft Convergence ...... 33 Upward Sports PowerObjects ...... 60 22 Lead the Way to Better Business Scribe ...... 2 24 Tips & Tricks Automatically Following Records Matching a Condition 26 Microsoft Member Showcase ® David Pennington 28 Breaking Down Social CRM Magazine 32 ISV Partner Member Showcase Xactly www.CRMUG.com

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here is no doubt the CRM industry is astir from all the social activity and relationships Tpopping up virtually. Additionally, Microsoft’s introduction of Activity Feeds in Microsoft Dynamics CRM 2011 and its recent acquisition of Yammer infuses a whole new array of capabilities that we’ll all get to consume in due time. Th is edition of CRMUG® Magazine will dive a little further into the concepts and technologies that surround Social CRM. And don’t worry; the social buzz hasn’t eluded CRMUG. We are thrilled so many of you have quickly adopted CRMUG Collaborate as your one-stop-shop for all things CRMUG. Introduced at CRMUG Summit 2012 in Seattle, this new social and collaboratively-inspired community is available to all CRMUG Members at http://community.CRMUG.com. It allows you to make connections with one another, ask and answer questions, and share fi les, documents, blogs, and more. It also pulls in the latest CRM industry news and blogs, CRMUG Regional Chapter meetings, virtual events, and social activities. We hope your CRMUG experience is enhanced by CRMUG Collaborate as you share in virtual discussions, stay informed on what’s happening, and fi nd and connect with Members via the Member Directory. Don’t miss out on the important connections and conversations that are happening in your community. Within the fi rst month that CRMUG Collaborate was available to CRMUG Members, 388 messages were exchanged between Members around 126 unique discussion topics; there were 1,194 blog views, and nearly 1,000 diff erent CRMUG Members logged on. Albeit virtual, the expertise shared, the connections being made, and the learning that is happening is credible, real, and engaging.

FROM THE FROM As you prepare for the new calendar year, I’d like to remind you that your expertise is warranted and needed within CRMUG. We like to ask, “What is your forte?” Can you write and share tips and tricks, do you enjoy public speaking, will you share knowledge

director on a webinar, and/or will you lead a Regional Chapter discussion or breakout session at Convergence or CRMUG Summit? We all benefi t by sharing and connecting with one another, and I encourage you to get off the sidelines and onto the playing fi eld. You hold a wealth of Microsoft Dynamics CRM knowledge, and you’re encouraged to pay it forward. Please contact me at [email protected] to let me know your forte. Th anks to all Members already actively involved, and to those of you who will contribute your Microsoft Dynamics CRM expertise to the community in 2013, thank you! Th anks, too, for a great CRMUG Summit 2012. Enjoy CRMUG Collaborate, and we’ll see you at Microsoft Convergence 2013 in New Orleans. Have a wonderful winter! Sincerely,

Tony Stein CRMUG Director

Winter 2013 5 Gets You Inside

Inside your prospect’s world. Inside their social networks. Inside the issues that matter to them in real time. All inside Dynamics CRM. oƏ"NLOKDSDƏ"NLO@MXƏƏ/DNOKDƏ#@S@ oƏ BSHNM@AKDƏ!TRHMDRRƏ(MRHFGSR oƏ!QD@JHMFƏ-DVRƏƏ KDQSR o !TRHMDRRƏƏ2NBH@KƏ"NMMDBSHNMR

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For more information about InsideView, visit www.insideview.com news

Community News Allmand Introduces Maxi-Lite Mine scholarships from GreenStone Farm Credit Services. Three Spec Light Tower College of Veterinary Medicine awards were presented in the Allmand introduced its new Maxi-Lite Mine Spec light tower 2012 spring semester, while the remainder of the awards has been line at MINExpo 2012 in Las Vegas. Building on its successful presented for the fall 2012 semester. Scholarship award winners Maxi-Lite brand, Allmand has taken the Maxi-Lite to the next were evaluated on a wide range of qualifications and are required level with the Mine Spec series light towers, designed specifically to pursue a degree program related to agriculture. “We are proud for the rigorous safety, environmental, and operating demands to be able to help these young people further their education and of the mining industry. Configured in three distinct models prepare for a career in the agricultural industry,” said Melissa (Spec I, Spec II, and Spec III), all feature four or six Allmand- Rogers, GreenStone’s vice president of marketing and public exclusive SHO-HD 1250-watt metal halide lighting system as relations. “From the field to the boardroom, career prospects in standard equipment. The Maxi-Lite Mine Spec with its higher agriculture are nearly endless and offer individuals the opportunity lumen output per lamp will evenly illuminate more area than to be involved with a booming industry that affects each and every any competitive light tower, even those with the same number of person around the world.” 1500-watt metal halide lights. Greater lumen output means that Medline Named 2012 Illinois Large fewer light towers are required to illuminate a given area, resulting Family Business of the Year not only in lower initial purchase or rental cost, but also in lower fuel, oil, and maintenance expenses. Medline Industries, Inc. has been named the 2012 Illinois Family Business of the Year in the large company category by the Family Black & Veatch Technology Critical Business Center at Loyola University Chicago’s Quinlan School of to World’s First Floating LNG Business. Th e 19th annual awards program recognized “exceptional Liquefaction Unit Illinois-based family businesses that demonstrate a strong Black & Veatch will provide technology and services for the commitment to business development, family, and the greater-Illinois world’s fi rst fl oating LNG liquefaction, regasifi cation, and storage community.” Th e award refl ects Medline’s strong commitment to unit, called EXMAR EXPORT™. It will be a non-propelled barge business, family, and community. moored to a jetty, supplied with gas by pipeline from an onshore Based in Mundelein, Illinois, Medline is the largest privately-held fi eld in Colombia. (Editor’s note: you can learn more about Black & manufacturer and distributor of medical and surgical supplies in the Veatch on page 14 of this issue.) United States. Th e company’s roots date back to 1910 when A.L. Mills started sewing butchers’ aprons for workers in the Chicago Greenstone Awards $21,000 in stockyards and quickly moved on to making apparel for nurses and Scholarships to College Students doctors. Today, the company is managed by the fourth generation of Eight students at Michigan State University (MSU) and one the Mills family and has more than 2,400 employees in Illinois and student at the University of Wisconsin (UW) have been awarded almost 9,000 worldwide. CRMUG

Share your big news with the CRMUG® community! If you have newsworthy events or happenings in your organization that you would like to see published in a

future issue of CRMUG Magazine, please submit the info to [email protected] for consideration. The news INFO could be related to Microsoft Dynamics CRM, CRMUG, awards, accreditations, or recognition for you, your teammates, or your organization – the same type of information you might include in your company newsletter or on the news section of your website. Let the community know what’s happening!

Winter 2013 7 events

The event calendar on www.CRMUG.com and the weekly CRMUG® newsletter are your best sources for the latest CRMUG event information as this list is subject to change. Events are added weekly, so check back often and get registered for the next exciting CRMUG event. Webinars In-person Events JANUARY 9 – CRMUG Summit 2012 Encore – Making JANUARY 31 – FEBRUARY 1, 2013 Microsoft Dynamics CRM Dashboards Relevant for Anyone The CRMUG Event – Rome 2013 Microsoft Rome JANUARY 17 – CRMUG Summit 2012 Encore – www.CRMUG.com/conferences/rome2013 50 Tips in 50 Minutes MARCH 17, 2013 JANUARY 22 – CRMUG Summit 2012 Encore – Road CRM Partner Connections PreGAME Warrior: Using Microsoft Dynamics CRM on the Road New Orleans, LA www.CRMUG.com/conferences/pregame JANUARY 23 – Special Interest Group (SIG): Microsoft Dynamics CRM Admin and IT Support MARCH 18-21, 2013 Microsoft Dynamics Convergence 2013 JANUARY 29 – CRMUG User Group Information and New Orleans, LA Orientation www.microsoft.com/dynamics/convergence

JANUARY 29 – CRMUG Summit 2012 Encore – Taming the OCTOBER 21-25, 2013 Beast of Microsoft Dynamics CRM Security CRMUG Summit 2013 Tampa, FL CRMUGsummit.com/summit2013 Registration Opens Spring 2013 Regional Chapters CRMUG’s Regional Chapter meetings are scheduled on a quarterly basis, with the next round starting in February. Look up your Chapter at www.CRMUG.com/member-resources/ regional-chapters and save the date for a meeting near you!

8 CRMUG Magazine WELCOMEmembers TO OUR NEW This quarter we’d like to feature one of our new CRMUG® Members, sharing a little about who they are and what they do. Welcome to Susan Hynes of RDC!

Th e Research & Development Corporation of Newfoundland and Labrador (RDC) is a provincial Crown corporation responsible for improving Newfoundland and Labrador’s R&D performance. RDC works with regional businesses, academia, and government agencies and departments, making strategic investments in people, research opportunities, and infrastructure.

RDC has been a Premium Member since March 2012. Located on an island on Canada’s east coast, they are physically removed from the larger Microsoft Dynamics CRM community, but “participation in the online community has blurred the boundaries and allowed sharing of knowledge, skills, and experience that has been invaluable for us,” says Susan Hynes, manager, ﬁ nancial operations.

Welcome to CRMUG, Susan and RDC! Welcome also to the new Members who have invested in CRMUG Premium membership and Partner membership this year! At press time, the group’s grand total of Member organizations is 2,575. Each new Member adds value not only to their own organization, but also to the entire CRMUG community as they share their knowledge and experiences. Please note that these organizations have given CRMUG permission to share their name publicly.

Premium Members Added Last Quarter Aristech Acrylics LLC Farm Credit Bank of Texas Pokagon Band of Potawatomi Block Vision Humana, Inc. Indians Bob Pike Group International Paciﬁ c Halibut Talentum Oyj Cumberland International Commission VvAA Groep bv Trucks, LLC NTELOS Fairfax County Government - Pioneer Metal Finishing Dept of Info Tech

Premium Partner Members Added Last Quarter DFC Consultants, Ltd. Ignify Dun & Bradstreet Wennsoft

Again, thank you for your contributions, and welcome to CRMUG! If you, too, want to explore the beneﬁ ts of CRMUG Premium membership and take advantage of membership opportunities, simply visit www.CRMUG.com > Join CRMUG. Our Premium Members are the lifeblood of our organization and enable us to continue to provide valuable networking, educational events, and solution-speciﬁ c programming. CRMUG

Winter 2013 9 MEET THEboard

Andreas Kraemer Wells Fargo

LOCATION What has been your greatest personal beneﬁ t from being a Washington, DC Member of CRMUG®? Th e knowledge exchange between the Members. Open discussions EMAIL and the willingness to help each other around CRM-related issues have [email protected] been very valuable. From a personal perspective, I am happy to support TITLE the CRM community in a leadership role as chairman of the board and CRM Business Owner evangelize the community factor of CRMUG across multiple regions within the U.S. as well as in Europe in 2013. INDUSTRY Financial Services What was your favorite thing about attending Summit 2012? I enjoyed the interaction with other attendees. Learning about their successes and challenges. I also enjoyed the Microsoft Conduits, no matter if they were more around product development or more strategic in nature. Seeing familiar faces, making new friends, and socializing with long-term Partners and Users is always a highlight. Can’t wait for CRMUG Summit 2013!

Donna Edwards TCC Software Solutions

LOCATION What has been your greatest personal beneﬁ t from being a Wilmington, North Carolina Member of CRMUG? Th e people, without a doubt. Th e Microsoft Dynamics CRM EMAIL community is strong, passionate, engaged, intelligent, and creative. [email protected] TITLE What was your favorite thing about attending Summit 2012? Principal Consultant Again, I have to say, it comes down to the people. From the Dynamics Communities team that makes Summit happen to the Partners, ISVs, INDUSTRY and attendees; interacting with people, sharing ideas, helping people Software Development solve their challenges, having an opportunity to reconnect, network, and learn is what Summit is all about. Unlike Convergence, Summit is a smaller gathering of people with a focus on learning, sharing, and connecting, which results in greater opportunities to build relationships.

Gretchen Opferkew PowerObjects

LOCATION What has been your greatest personal beneﬁ t from being a Minneapolis, Minnesota Member of CRMUG? Connecting with organizations who have implemented Microsoft EMAIL Dynamics CRM keeps me on the continual cycle of learning and [email protected] sharing. Whether it’s information on the technical aspects of the TITLE Microsoft Dynamics CRM application, knowledge of business Director of Education processes, or wisdom regarding training and User adoption, the User group is a wellspring of diverse experiences. INDUSTRY Microsoft Partner focused solely What was your favorite thing about attending Summit 2012? on Microsoft Dynamics Opening up discussions in the breakout sessions helped the Users learn as much from each other as they did from the instructor and the presented materials. People were very willing to share their knowledge and experience, which made for a rich learning environment.

10 CRMUG Magazine Jeff Beelman Hitachi Solutions

LOCATION What has been your greatest personal beneﬁ t from being a Cedar Rapids/Iowa City, Iowa Member of CRMUG? Th e ability to network and engage with other Members through EMAIL a variety of channels. From webinars, local chapters, online [email protected] communities, or Convergence, I have many venues and opportunities TITLE to enhance my overall CRM investment. Senior Manager What was your favorite thing about attending Summit 2012? INDUSTRY To be simplistic, it was amazing to see the overall attendance, to be a IT Solutions part of a community that continues to grow, and speciﬁ cally, to grow at such a rapid pace. Overall it was just amazing to see the excitement and buzz surrounding CRM now and what is coming in the future.

Rosalee Allan Pathology Associates Medical Laboratories (PAML)

LOCATION What has been your greatest personal benefi t from being a Spokane, Washington Member of CRMUG? Th e networking has been the best benefi t. EMAIL [email protected] What was your favorite thing about attending Summit 2012? TITLE I like being able to target specifi c areas where I want to learn more. Chief Operations Offi cer Th ere is a wide variety to choose from and many options to get information. INDUSTRY Medical/Healthcare

Winter 2013 11 by InsideView

hether ’tis nobler to ban social media as the dangerous time waster it threatens to be, or Why Embrace Social CRM? to accept it as a trend too huge to be ignored. »» Lead-to-opportunity conversion rates in- Those are the choices sales organizations wrestle with today when it comes to the question of crease 30%-50% on average INFO Social CRM. Neither is very appealing. Both are driven by fear. »» Win rates grow 10%-15% Into that fear-driven conundrum, I interject a third alternative. »» Sales rep productivity improves by reducing EmbraceW Social CRM, not because it’s a trend you can no longer research time 70%+ ignore, but because it will empower your organization to market, »» Reduces sales cycle time 20%-50% sell, and service your Customers more efficiently and effectively. It’s that simple. What’s more, as your sales, marketing, and support teams realize greater success – as a result of using Social CRM tools – you will see CRM adoption soar. First things first, let’s define what Social CRM is. For starters, True, Social CRM is a growing trend. $2.1 billion. That’s I won’t pretend to come up with the ultimate definition; there are how big Gartner expects the Social CRM industry to be this probably as many definitions as there are social media tools and year (2012). That’s 10 percent of the total CRM market and a sites. But I think these two examples explain it well. whopping 147 percent increase over 2011. And it’s not just for consumer sales. “Social CRM adds a new dimension to the traditional A significant amount of the growth in Social CRM will be view of Customer relationship management. The focus is attributed to business-to-business applications, according to on people rather than technology. It’s about joining the Gartner’s report, which indicates that about 30 percent of social ongoing conversations our Customers and prospects are CRM spending by 2015 will be dedicated to B2B applications. already engaged in – not trying to control them.” That’s especially notable given that those same applications Brent Leary, accounted for only five percent of the market in 2011. Co-founder and Partner of CRM Essentials LLC Fighting such a wave is dangerous. Yet riding it out of fear is not much better. Either way, you run the risk of missing out on “Social CRM is the connection of social data (wherever how to use it effectively to drive your bottom line. it may be) with existing Customer records (CRM Social CRM is so much more than frivolous banter and a 140 solutions) to arm companies with new forms of Customer character “conversation.” And it’s not about technology replacing intelligence.” relationships – a fear many sales organizations have. It’s about using Jeremiah Owyang, technology to enhance relationship selling and to increase wins. Partner and Industry Analyst at Altimeter Group

12 CRMUG Magazine That is the Social Question

To sum it up, Social CRM is about using social media (social social connections, he found that both his CEO and manager networks, blogs, Internet forums, and any other form of User- had connections inside the prospect company. He alerted his generated content) to better understand and engage with your CEO, and then used his boss’ connection to set up a meeting Customers and prospects. to begin the sales process while the CEO initiated a high-level Social CRM helps you get to know the people behind the conversation to ensure executive sponsorship. The result? One contact data. It helps you understand what keeps them up alert, plus connections – both derived from social channels – at night, so you can propose solutions without wasting their resulted in Joe making quota. time on fact-finding expeditions. It helps you decipher when to Account Management. Relationship manager “Teresa” reach out, who to engage with, and what to talk about, because checks her Watchlists first thing each morning to keep track it gives you a window into their world. of changes in her customers’ companies. One of her biggest Social CRM doesn’t necessarily mean you need to converse customers is very involved in industry blogs, and her Watchlist with Customers via social channels, although that is certainly tracks their blogging activity so she learns right away when an option. Its power is found in the intelligence you can a new business initiative or industry development creates glean from these channels – data, actionable insights, and an opportunity or roadblock to an upcoming renewal. It connections – that help you enter into more meaningful, gives her a reason to pick up the phone and deepen the relevant conversations with Customers in whatever way makes relationship. sense for both of you, be it by email, phone, snail mail, face-to- Participating in online communities that your prospects face meeting, or Twitter. and Customers are involved in is another form of Social CRM. Let’s get practical. Here are a few examples of how our clients It helps you learn more about them and begin to establish have become more successful using the social intelligence we relationships. You might blog about your brand or comment provide. on Customers’ blogs, host a product demo on YouTube, or Lead Qualification. Before “Briana,” a lead qualification respond to a Customer concern expressed on Facebook or specialist, picks up the phone, she scans the social intelligence Twitter. These are just a few of the myriad ways Social CRM can we deliver inside her CRM records to learn about her leads work for you. CRMUG so she can keep them on the phone longer than 30 seconds. Her ineffective cold calls have been replaced with informed, InsideView, a provider of sales intelligence solutions for B2B productive conversations. sales and marketing organizations, delivers social customer Sales. One morning “Joe” received an InsideView alert about intelligence inside Microsoft Dynamics CRM, bringing all the a key prospect acquiring their #1 competitor, who happened to social intelligence its clients need into one place, so they can “get be one of his company’s customers. Reviewing the prospect’s in and win.” For more information, visit www.insideview.com.

Winter 2013 13 Black & Veatch Corporation showcaseuser member

Gaining from Greater Insight

lack & Veatch is an employee- open Microsoft Dynamics CRM to see owned, global leader in building the information that is available on their Company Critical Human Infrastructure™ in opportunities,” says Leslie. “We’re a little over Black & Veatch Corporation energy, water, telecommunications, a year into the implementation, and we have and government services. Since received feedback from multiple salespeople Headquarters 1915, they have helped their clients improve that they think the product is awesome, and Overland Park, Kansas the lives of people in more than 100 countries they’re glad to have the tool.” throughB consulting, engineering, construction, Tim Thorpe, director of global marketing Interviewees operations, and program management. and communications, shared that Black & Tim Thorpe and Black & Veatch implemented Microsoft Veatch is looking to drive greater usage across Leslie Guffey Dynamics CRM in 2007 after outgrowing the global organization, especially since early a proprietary system and the use of many reports have found that the information Email separate processes across the company. The gathered from InsideView in other countries, [email protected] company primarily uses Microsoft Dynamics including the government sector of each, has CRM for the sales force automation and been valuable. website marketing modules. A project is now “In sales, information is power. Knowing www.bv.com underway to go-live with Microsoft Dynamics what is transpiring and what the key individuals CRM 2011 in early 2013, and Leslie Guffey, are saying about our marketplace is invaluable,” Established 1915 senior analyst for Black & Veatch, is excited says Tim. “To win business, we need to know about a number of the enhancements they’ll the movements of our clients and competitors Total Workforce realize immediately. related to specific projects. The customized 10,000 “We have different operating divisions with search agents in InsideView give us valuable unique characteristics, but we also have the information to help us be successful.” Microsoft Dynamics CRM need to work as a whole to meet our clients’ From a User perspective, both Tim User Since needs,” says Leslie. “Things like eliminating the and Leslie have found that the CRMUG 2007 need for java script and the one-to-many forms Community, especially the Users they meet will make customizations and enhancements at CRMUG Summit and Regional Chapter Number of users much easier than in the past.” meetings, has been an asset to them as they 1,200 Leslie is also excited about implementing prepare for their upgrade and plan how to best dashboards, with a standard page for most leverage the robust information they now have CRMUG® Users and customized dashboards for senior for their clients. Member Since executives, seeing them as another opportunity “Meeting with other companies that are 2009 to drive further User adoption. local to our market, similar in scale, and have Black & Veatch also implemented similar challenges has been valuable,” says Tim. InsideView in 2011 to gain greater insight into “We’ve also really enjoyed the User-led their clients without their Users having to sessions with people who have done the work spend the additional time on research. already,” says Leslie. “When things come up “We struggled early on with User adoption, outside the conference, we’ll be able to follow and this is something that gives back to up with them for advice and an understanding our Users, giving them another reason to ear.” CRMUG

14 CRMUG Magazine

The First8of 24 Wildly Creative

CompaniesWays Use Microsoft Dynamics CRM to Drive Revenue and Serve Customers

by CRM Software Blog

Editor’s Note: This article comes to you from a report published by the gurus at www.CRMSoftwareBlog.com. We’re sharing the first eight Microsoft Dynamics CRM usage examples here; we invite you to read the additional 16 examples at www.CRMUG.com/news/24wildlycreative wayscompaniesuseCRM.pdf.

There is a Reason We Used “Wildly Creative” When we started collecting the stories about how Microsoft Dynamics CRM is being used by some of the thousands of companies around the country, we couldn’t believe what we heard. Using Microsoft Dynamics CRM to do the heavy lifting, organizations and their Microsoft Partners are automating tasks and simplifying operations in every facet of their businesses – it’s not limited to Customers. Because of the growing number of ways that Microsoft Dynamics CRM is being used, the term XRM has been coined.

16 CRMUG Magazine

What Do CRM and XRM Really Mean? While the acronym CRM officially stands for Customer Relationship Management, the word “Customer” can be replaced with “Constituent” in the case of government or with “Member” in the case of non-profits. Same idea, same relationships. Taking that concept one step further, XRM refers to Anything Relationship Management (they just had to use an “X” to be hip). It’s still Microsoft Dynamics CRM at the core, but the system is so flexible and powerful that businesses are using it for everything from scheduling jet ski rentals to organizing large- scale events to…well, you’ll see. That’s why we wrote this report. Real-life Examples to Inspire Currently more than two million Users, working at 30,000 companies around the globe, depend on Microsoft Dynamics CRM to manage sales, marketing, and operations. And those organizations look to the 1,200 certified Microsoft Dynamics CRM Partners to solve unique business problems with CRM. The examples that follow are real, gathered from Partners working with all types of businesses to help them get the most from their CRM software. Any one of these ideas may work for your business, non-profit, or agency. Take the time to think about how each one might apply to your unique situation.

#1 Predict the Future Identify buying patterns to predict future purchases. Companies are using purchase information collected in Microsoft Dynamics CRM to help them market more effectively to their Customers. By analyzing the products that all Customers purchase, you can predict additional products that any one Customer will purchase. Example: By using CRM to combine multiple external ticketing systems with their historic Customer data, a National League baseball team has deeper insight into their Customers’ buying habits and preferences. This season, the team has already started running promotions to ticket holders based on their past and expected future purchases. Go team! Predictive analytics with Microsoft Dynamics CRM data can also help you estimate the number of Customers in danger of being lost, the expected lifetime value of Customers, and the products that Customers are more likely to buy together.

#2 Enlighten a Student Manage online class registration automatically. Setting up classes in Microsoft Dynamics CRM allows you to track dates, signups, and class documents in one centralized place. When a student registers for a training class on the website, you can easily set up workflows through CRM to ensure each step in the process happens automatically, like: »» Alert the class instructor when someone registers for his/ her class »» Send registration confirmations to students »» Alert marketing to responses and registration »» Send payment information directly into the ERP/ accounting system In addition to automating the registration process, track

Winter 2013 17 student activity like attendance, grades, certifications, and course evaluations. Also track and report on marketing activities, including Soak in the View social media, to measure the success of campaigns. Now, that #6 Provide sales reps with access to all the information they deserves an A+. need to manage their accounts in easy-to-see centralized views. From product inventory and credit history information to Shepherd Your Flock photos of the owners and facility – bring it all together. #3 Today’s churches and other membership organizations Example: When a gas station franchise management company need creative ways to manage membership, missions, wanted to increase sales and cut costs at the same time, they looked fundraising campaigns, outreach, and donations. You can make to Microsoft Dynamics CRM. Instead of sending sales teams to the participation easier for your congregation with member spiritual field repeatedly, they could give them all the information needed to growth paths, volunteer services, event management, and facilities make a phone sale in a visual dashboard. It’s almost as good as being scheduling. there in person. Microsoft Dynamics CRM helps churches do a better job The sales team has relevant conversations with the store manager – managing: they know what products and services they offer and where they are »» Membership services located. They know his sales – probably better than he does and can »» Volunteers and events help him maximize the revenue and manage costs at the gas station. »» Pledge and contribution programs Fill ’er up! »» New member assimilation »» Internal and external communications Promote Civic Pride »» Multi-site operations Government agencies across the country are using Because Microsoft Dynamics CRM is fully integrated with Office #7 Microsoft Dynamics CRM to improve services to the and Outlook, it’s easy for staff and volunteers to use. Web-based community. portals give you the tools to work with young parishioners on their Example: To better serve its roughly 230,000 residents, terms. What a blessing! a city set up a 311 non-emergency call center. In peak months, the center handles up to 400 calls each day resolving everything from Breathe Easier trash removal and street repair to non-emergency police calls and #4 For medical product manufacturers and distributors, environmental code inspections. consumer protection is at the top of the priority list. While Using Microsoft Dynamics CRM, the 311 system helps the city some companies are satisfied meeting compliance requirements, respond to citizen requests more effectively. Because data in the some are looking for more. system is stored hierarchically, call center representatives can With Microsoft Dynamics CRM, medical device companies can: view related issues when fielding new requests. This contextual »» Automatically notify product owners of a warning or recall information helps representatives be more responsive to citizen »» Answer product questions with confidence using a CRM-based questions and issues. Constituent portals, built on Microsoft knowledgebase Dynamics CRM, allow citizens to avoid the red tape and get the »» Suggest additional products that could enrich a Customer’s life services they need while cutting costs for the municipality. Power to the people! Tracking products — from medical devices to precision machinery — when lives depend on them is serious business. Serial number Set Off Alarms spreadsheets and silos of Customer information can’t support Everyone is busy. It’s easy to put off the call to the fast response. Microsoft Dynamics CRM gives manufacturers, #8 hesitant buyer or response to the email about the distributors, and hospitals product lifecycle visibility from source backorder. But each delay puts your business a little parts to end User. You’ll breathe easier having the information at your further behind…and you don’t even know it’s happening. fingertips. If you spent all your time making sure that every task got done on time, you wouldn’t have time to do anything else. Microsoft Make an Offer She Can’t Dynamics CRM can be the early warning system for the tasks and #5 Refuse activities that fall behind. Keep your sales team laser-focused on the most Alerts can help keep your team on track to deliver service that will important leads. With automated lead scoring, you can separate the delight your Customers and close deals faster. Just a few of the ways tire kickers from those ready to drive off the lot. companies are currently using alerts include: Example: A motorcycle accessory distributor uses email and »» Parts that had been on order and not received for three days social media campaigns to promote their cycle gear to the riding »» Repair jobs that had not been started in 24 hours community. The marketing department has used historic data to »» Sales quotes that haven’t been followed up in two weeks define the predictors of purchase decision. Each click-through or An alert dashboard will give everyone in the department or download is tracked and reflected in the “rating” of the lead. company a visual reminder of high-priority tasks. You’ll be able to When the lead reaches a rating of seven, it’s time to send the easily recognize those who work hard to deliver on time. Bonus time! prospect a promotional offer that she can’t resist. Microsoft Dynamics Over so soon? Check out the additional 16 examples at CRM automatically tracks the values and sends the email when the www.CRMUG.com/news/24wildlycreativewayscompaniesuse time comes. Easy riding! CRM.pdf. CRMUG

18 CRMUG Magazine REVIEW: CRMUG Summit 2012 RMUG® Summit was a fantastic opportunity for Users, Partners, and Microsoft team members to connect, learn, and share. 353 attendees gathered to engage in the 91 interactive learning sessions, roundtable discussions, and valuable networking opportunities in Seattle, Washington. Posted here are some of the key highlights of this year’s event. We hope to see you next year to continue building relationships, knowledge, and memories.

CTop Rated CRMUG Summit Sessions »» Automating Business Processes in Microsoft Dynamics CRM »» Windows 8 and Microsoft Dynamics CRM Application and Development »» Everything You Wanted to Know About ADFS »» Upgrading Complex Systems to Microsoft Dynamics CRM 2011 »» Making Microsoft Dynamics CRM Dashboards Relevant for Anyone »» 50 Tips in 50 Minutes »» Road Warrior: Using CRM on the Road »» Taming the Beast of Microsoft Dynamics CRM Security CRMUG “This was my first conference and it was a blast. I met so many great people and learned so much. I can’t wait to get back home and apply the knowledge. Looking forward to Summit 2013.”

—Robert El, Bob Pike Group

Winter 2013 19 Focusing on 4-1-WON

-1-Won. Th at’s the vision of Upward

N N N N Sports. In more clearly deﬁ ned terms,

they want to reach four million kids,

BSO BSO BSO BSO

GI GI GI GI through one million leaders for the

purpose of winning hearts. A lofty

KEN GIBSON KEN KEN KEN KEN KEN 4goal, but an important one. Upward Unlimited, doing business as Upward Sports, is a Christian sports ministry that works with churches to provide the best sports experience in which every child has an equal opportunity to play while learning life lessons. “We want to bring children closer to Jesus through opportunities such as sports,” says Ken Gibson, database administrator and businessbusiness analystanalyst forfor UpwardUpw Sports. “We want parents to think of us as a safe place for kids to enter sports without putting extra stress on the family.” Taking the Stress Out Th ose who have logged numerous hours in the bleachers know the stress of participating in sports, from lugging, buying, and keeping track of gear and kids to the number of hours practice, games, and travel to both take. Upward Sports chose to take as much stress out as possible, scheduling only one practice and one game per week, focusing instead on providing a fun, safe environment to learn sport and life skills. While the organizers of each league are churches, the intention is that this isn’t a traditional “church league” that only plays against other churches. Instead, Upward Sports desires for the church to be an outreach to the community, bringing community members into the churches’ safe environments. “Th e unique thing about our programs is that every kid gets to play. Th ere’s no better way to learn a skill than to use it,” says Ken. “While we’re not a cutthroat league, it is competitive.” Managing a Million Moving Things In 2012, more than 550,000 children in 48 U.S. states and Canada participated in Upward Sports’ basketball, cheerleading, soccer, and ﬂ ag football teams. As if the thought of 555,000 children running around isn’t dizzying enough, the Spartanburg, South Carolina-based organization works with more than 2,600 church partners to provide them with everything they need to run the programs, including training materials, coaches’ playbooks, director and referee manuals, advertising materials, jerseys, Gospel tools, and awards. Th e company turned to Microsoft Dynamics CRM to help them keep tabs on those items and more. “I was a contractor when we purchased Microsoft Dynamics CRM in 2005,” says Ken. “We had a diﬀ erent contact management system at that point, where each department kept information in various spreadsheets. We went to Microsoft Dynamics CRM as we could see the high growth rate on the horizon and needed a centralized tool to keep up with our church partners.”

20 CRMUG Magazine MEMBERaction IN Upward leadership was already using Microsoft Dynamics GP and saw the two applications as a natural fi t and a central spot that everybody could use. Seven years into their implementation, Microsoft Dynamics CRM has helped Upward Sports maintain their church partner relationships, in turn helping the churches run their leagues effi ciently through workfl ows and automated email messages. Th e organization has also created a leadership conference series which serves as a two-day training event for their church partners. Microsoft Dynamics CRM also steps in there, helping to coordinate logistical needs such as registration, hotel and fl ight booking, and catering arrangements. Help from the Outside Ken fi rst learned about CRMUG® a few years ago at Convergence, and through his membership he’s been able to have conversations with fellow Users regarding workfl ow maintenance, marketing ideas, and tool usage. “Th ose conversations have given us a better product in that we’re able to fi nd answers to questions that we weren’t able to answer on our own,” says Ken. Th e organization also has a website component that allows parents to contact them via a feedback form that is fed directly into Microsoft Dynamics CRM, giving them a direct link to parents’ suggestions, concerns, and comments. A league manager tool is also in place, allowing directors to organize their players into teams. “Th rough an evaluation process, the directors are able to equalize their teams so that it’s competitive but doesn’t put fi ve Michael Jordans against fi ve Ken Gibsons,” says a humble Ken. Extending Their Reach Th rough their Upward Sports division, Upward Unlimited has a great handle on programs for children in Kindergarten through 6th grade through a new division called Upward Stars, and Upward Unlimited is branching out into club volleyball and basketball for 7th through 12th graders. Branching out to these more intense club teams allows those who want to get more competitive to do so while remaining in a safe environment. Upward Stars, the club division’s moniker, has found its foothold, taking over a highly successful volleyball club and building off the success of its initial club basketball teams. Rewarding Experiences for a Database Guy Ken’s job keeps him in front of numbers and systems, focusing on the rhythm of Upward Unlimited’s business from a system standpoint. But the nature of the numbers he sees and the comments from happy families that come into Upward Sports’ website bring joy to Ken. “I’m not really a front-facing type of guy, but it’s great to see the stories come in and know we’ve made a diff erence in somebody’s life,” says Ken. “It’s nice to know that my little part here on the back end has helped to reach a family and create some good in their lives.” CRMUG

Winter 2013 21 Lead the way

Maximize Your Return Are you maximizing the return on your Microsoft Dynamics® CRM investment? Chances are that you’re not – and you’re not alone. CRMUG offers interactive, relevant, affordable training and provides your staff with endless opportunities to learn from and build on the success of other companies and users just like you.

CRMUGCR Collaborate Learn from Experts BecomeB a part of the popular online Webinars and online training help all your community to connect with Dynamics users stay on top of the latest functionality. CRM users who share similar Best practices and add-on product 6,200+ experiences, processes and challenges. information allows you to optimize Dynamics members Take advantage of discussion boards, CRM for your business. engageen with your Regional Chapter and find CRMUG User Member Companies resourcesresou to help you improve the business value of Dynamics CRM. http://community.CRMUG.com

Averagerage CRMUGCRMUG trainingning sessionsessionss per yyear 120 webinarswebw inars 2500+ Each icon represents 20 companies CRMUG Academy 32 training classes Additional Premium Membershipip Benefitsnefitseefitsfittss ® Global Branch Academy Meetings Executive TrainingTraining Forums Discountss

Special Interest Microsoftft Groups ConduitConduit CRMUGCRMUG Sessionsessions MagazineMagazine * Premium Members Only

22 CRMUG Magazine to better business Functionality of * Recorded CRM systems not 169 webinars in 50% fully used by CRMUG organizations. Content Library

CRMUG Summit Educational conference for users, by users with an exclusive focus on Dynamics CRM.

SessionsSe at the 2012 91 CRMUGC Summit 2012 CRMUG Summit Attendees 353 * DiscountedD oor Free 300+ EEvents EEach Year

CRMUGCRM at Receive access to the* ConvergenceCConveonvergenceoeo Global global membership Branches Join your peers for directory to meet and CRMUG-hosted training other users 32+ and networking activities at Regional Microsoft Convergence. Chapters

SpecialSpecial IntIntereste Groups ® Connect with DynamicsD Dynamynamicic CRM users in similar roles, industriesindustries andand environmentsenvironm to share best practicespractices and lessons learned.l CRMUG is a customer driven professional organization dedicated to enriching the IndustryIndustry Groups Other Groups community and continuing the education of FinFinancialancial ServicesServices BI & Reporting Microsoft Dynamics CRM users. Empowered ProProfessionalfessional Services Dynamics CRM Online Dynamics CRM users deliver higher returns on Public SectoSectorr Social CRM software investment. RRole-Basedole-Based Groups Become engaged with CRMUG at Business User - Sales, MMarketing & Service CRM Administration & IT Support www.CRMUG.com Technical/DevelTechnical/Developeroper

Winter 2013 23 TTTIPS& & TRICKS

Social CRM: Automatically Following Records Matching a Condition by Gus Gonzalez

s related to my recent column regarding Social CRM and Athe importance of utilizing the Microsoft Dynamics CRM Activity Feeds (https://community.dynamics.com/product/crm/ crmnontechnical/b/adopt2win/archive/2012/10/30/unleash- the-power-of-social-crm.aspx), I want to share how to confi gure Microsoft Dynamics CRM 2011 to automatically make a User follow a record that matches certain conditions. For this tip, I’ve decided to confi gure a workfl ow that will fi re up for opportunities created with an estimated revenue equal to or On the workfl ow, I will select when a record is created and when higher than $50,000; it will make the owner’s manager “follow” the the “Est. Revenue” fi eld changes (in case an opportunity is created opportunity automatically. with an estimated revenue lower than $50,000 but then is changed to Th e fi rst step is to create a workfl ow: Navigate to Settings > a value equal to or higher than $50,000). Processes > New: On the fi rst step of the workfl ow, I will check that the opportunity is open and that the Est. Revenue is equal to or higher than $50,000:

If the condition is met, we will set the auto-follow by utilizing the “Create Record > Follow” step:

Include the condition for your automatic follow on the name of the workﬂ ow; this makes it easier to identify in the future:

24 CRMUG Magazine On the “Create: Follow” step, click on the “Set Properties” button My User proﬁ le shows Mark Wilson as my manager: and conﬁ gure your automatic “Follow” record:

A few seconds later, after the workfl ow has executed successfully, Notice how I have selected the owner’s manager on the “Form the opportunity owner’s manager will be following that record: Assistant” right navigation pane and set that User as the “owner” of this “follow” record. Save the changes and activate your workfl ow. To test the new workfl ow, I will create a new opportunity with estimated revenue equal to or higher than $50,000 and follow the opportunity right away:

You can add more steps to the workﬂ ow to set more Users or team members to automatically follow Microsoft Dynamics CRM records based on a condition. For example, if an opportunity is owned by User A, set Users B, C, and D to automatically follow that opportunity. Th is is another way to exploit the social capabilities of Microsoft Dynamics CRM 2011. CRMUG

Gus Gonzalez is a solution architect with Zero2Ten, Inc. He can be reached at 404-669-6567 or [email protected].

Winter 2013 25 enningtonDAVID

PDIRECTOR OF CRM PRODUCT MARKETING

N N N N

GTO GTO GTO GTO

NIN NIN NIN

NIN avid Pennington CRMUG: How do you see Social CRM helping individuals in their

PEN PEN PEN

PEN has been with everyday work?

ID ID ID ID I

Microsoft for DP: Regardless of your role in an organization, there are constant

DAVID PENNINGTON DAVID DAV DAV DAV DAV more than demands you must contend with. Marketing professionals need to fi ve years, the tap into the voice of the Customer to get valuable feedback so they Dlast year and a half of it on the can eff ectively broaden the reach of their marketing message. Sales Microsoft Dynamics CRM professionals need to easily keep track of the network of people and team. We sat down with David business events so they can close deals. Customer care professionals to talk about the phenom of need to identify and resolve Customers’ issues through an ever- Social CRM and how his increasing array of communication channels. team thinks it will help User Microsoft Dynamics CRM in conjunction with social media organizationsorgan make the transition from channels helps people communicate better so you can stop using using Microsoft Dynamics CRM as a data entry tool to using it as a Microsoft Dynamics CRM as merely a place to keep Customer business intelligence tool. records and turn it into a market intelligence vehicle, unlocking the skills and expertise your people bring to their jobs. CRMUG: How does your team defi ne Social CRM? David Pennington (DP): Social CRM is less about you and your CRMUG: How does the acquisition of Yammer contribute to organization, and more about an opportunity to hear your Customers’ Microsoft’s strategy for Microsoft Dynamics CRM? voice. A Social CRM strategy should be purposeful, helping you DP: Continuing on the topic of communicating internally and listen to both internal teams and external constituents in your eff orts externally, organizations are constantly seeking new ways to to drive to successful outcomes. facilitate simple, eff ective, and context-based communication Businesses today need to connect their employees with their and collaboration for their employees, Partners, and Customers. Enterprise social networks such as Yammer provide a powerful yet vendors and Customers using the devices those individuals prefer. simple means to achieve this objective. Th is is a critical part of becoming what we call a “Dynamic Business.” Yammer is a big bet for Microsoft as it will serve as the conversation I don’t believe that the current social connections will replace phone layer across the Microsoft portfolio. Th e December 2012 service or email, but they will become a big component of how people update will deliver the fi rst phase of Yammer integration as the social connect as it’s another way to engage with your business, giving you layer for Microsoft Dynamics CRM, enabling you to post messages an avenue where you can listen, support, and respond, all in a tool from Microsoft Dynamics CRM to Yammer and vice versa. Th ese where people want to interact. In your journey to become a Dynamic messages can relate to Microsoft Dynamics CRM records and events Business, Social CRM helps you keep your Customers’ wants and or even documents, and people using Microsoft Dynamics CRM can needs at the center of everything you do. follow leads, accounts, contacts, opportunities, and cases that they are interested in or responsible for, keeping them up to speed on what is important to them. Th ere’s also a collaboration aspect with Yammer, enabling people TM

TM CRM to collaborate with colleagues inside their organization or with

26 CRMUG Magazine sshowcasehoMICROSOFTwc MEMBERase Six Ways Customers, Partners, and other stakeholders. Th is collaboration makes Yammer the holy grail for Customer insight because information that was previously not shared between to Engage departments – say services to marketing – can be shared and tracked, enabling you to bring your whole organization into the process. Through Social Additionally, people can participate in social conversations directly within Microsoft Media Dynamics, through the Yammer website and desktop application as well as mobile devices from Microsoft (Windows), Apple (iOS), and Google (Android), which means that even if » you’re not in Microsoft Dynamics CRM, you can still get and share information. Listen – Listen, monitor, and dissect CRMUG: How about the MarketingPilot acquisition? What will that bring to the table? social conversations to DP: MarketingPilot is a critical investment to further our goal of having a full, end-to-end business scenario across marketing, sales, and Customer care. Microsoft Dynamics CRM uncover trends and key is terriﬁ c as a platform, but to increase the velocity of businesses to provide true value, it’s inﬂ uencers. important for Customers to be able to leverage the platform for their marketing activities. » Engage – Conduct a MarketingPilot will help us provide integrated marketing management solutions so companies can reach their Customers through automated marketing campaigns that measure ROI and dialog with stakeholders optimize their interactions across channels. to inform, respond, and

CRMUG: When will it be integrated into Microsoft Dynamics CRM? inﬂ uence. DP: We’ll be sharing more information about MarketingPilot’s integration at Convergence in » Amplify – Utilize March 2013. communities to

CRMUG: What are some of the new features we can expect in the coming year? broadcast your message DP: In addition to the Yammer integration, the December 2012 service update includes an and drive awareness. expanded range of supported browsers to give more ﬂ exibility in the devices and platforms » Solve – Harvest and people use, embedded Bing® maps to add location context for addresses in the system, and support for Microsoft Oﬃ ce 2013 across Outlook®, Word®, and Excel®. Developers will be reuse community excited about the new cloud extensibility options and a bulk data API that will help them work knowledge and connect on large datasets in Microsoft Dynamics CRM Online. You can check out the full list of features at crm.dynamics.com/en-us/polaris. Th is website Customers to solve also features the new Statement of Direction, which outlines our key investment areas for the problems. next 36 months. » Innovate – Identify

CRMUG: What are some simple ways someone can start using the information they’ve business opportunities pulled into Microsoft Dynamics CRM from social media? and ideas through DP: One of the things we hear is that everybody is interested, but they’re not sure how to start. crowd-sourcing Th ere are diff erent ways to leverage social media. First, you can listen, monitor, and dissect to discover trends. Th ere’s not a lot of risk of listening without engaging. It’s when you choose to communities. respond that you have to make sure you have the right resources in place. If you engage, you » Analyze – Measure buzz, need to have a plan that allows you to continue to do so over time or it will seem like you’re pulling back and no longer care. We’ve identifi ed six ways for people to engage their business calculate stakeholder in social media (see sidebar for that list), but the most important thing is to get key stakeholder sentiment, and and executive support for whatever you decide to do. determine impact. Most successful companies have a team approach to selling and service, and the best way to do that is through tools that give your team the information they need so they are having For more information the right conversations and driving toward the best outcomes for all involved. Companies who on Social CRM, visit the really want to diff erentiate themselves from their competition need to examine how they are Microsoft Dynamics CRM enabling their people to have eff ective relationships with their Customers. Moving beyond transactions, and having tools that empower relationships, is the key to success. CRMUG team’s whitepaper at http://go.microsoft.com/ fwlink/?LinkID=260807.

Winter 2013 27 In the fi rst quadrant we see public social media. Th is is essentially an outreach and brand awareness tool for organizations. Many organizations are already leveraging this via Facebook page(s), Twitter hashtags, and LinkedIn groups. Th ere are many more opportunities than this, but the important thing is that it’s an outreach tool. Social CRM is another, more focused area of social. An example of this is an organization that is listening to the social web and automatically pulling in relevant information from Customers and prospects, and attaching that information to their respective account inside of your CRM. A simple example of this is when a Customer tweets something that mentions your organization’s hashtag or Twitter account, and so it automatically is pulled into your CRM and attached to the individual record. You might have a workfl ow in place to automatically route to the communications department so they can view and respond. Before doing so however, the communications staff gets to see who the Customer is, the products they have purchased, and potentially any product or service reviews they may have written. Th ey may also see how much “Klout” the Customer/prospect has (Klout is a way of measuring a person’s social infl uence). Another example is when a prospect posts a message to your LinkedIn group. Th is might be ocial CRM” is a phrase that is used almost as often as “the cloud,” routed to the sales department, which can then see but what exactly is Social CRM? According to Gartner, it’s a mutual friends as well as show an overview of the “business strategy”, but what does that mean? Social CRM is person’s interests, etc. It may turn out that he or she one of many elements in the social space that organizations can is friends with several other happy Customers. Th is leverage. To determine which area of social is right for you, take gives your salesperson a few common touchpoints to “Sa look at the following social quadrants: connect with and ideally sell or upsell the prospect. (Of course, you have to be a little careful with this since you don’t want to come across as a stalker.) Social software in the workplace is usually leveraged by much larger organizations and is becoming increasingly popular with SMEs. For example, Deloitte recently implemented a social solution to help with knowledge and talent management. Considering Deloitte has about 200,000 employees around the world, it’s no wonder the company is trying to improve internal communication and collaboration. By implementing social in a way that is not intrusive, yet always available with no additional eff ort (such as activity feeds always present on the desktop), companies have an opportunity to reduce costs by improving effi ciency. Externally-facing social software probably holds the most potential for Customer-centric organizations. Th is is an opportunity to get your constituents engaged. Conceptually this is very much like the “social software in the workplace”, but it focuses on prospects and Customers versus staff . For example, some organizations already provide some kind of Customer- to-Customer collaboration software such as a listserve or online forum; some allow them to fi nd and connect - with each other or perhaps share fi les. Now consider wrapping all this into one comprehensive, knowledge management-focused online community (a private version of LinkedIn which fully integrates into your

28 CRMUG Magazine CRM). Th e end result can be a valuable Customer proposition that can of transparency and authenticity. Higher Logic is a good example of disrupt and even replace what Customers have traditionally recognized this. By allowing Customers to network together and ask each other as your most valuable services. Online collaboration does not suff er questions about our software, we’ve recognized a direct, 70 percent from the same limitations as in-person networking and collaboration; reduction in support costs with an improved net promoter score. indeed there are no time and location restrictions, and any Customer So now that you understand the core social quadrants, which are could potentially participate at any time from any location. One you more interested in: Outreach (the public networks), listening of the often overlooked benefi ts of this type of the engagement is (social CRM), employee-focused social (improving effi ciency within the ability to measure. Typically, any and all online engagement in a the org), or externally-facing social software (improving transparency, community platform is measured in a way that allows the organization reducing operating costs, building Customer loyalty, and enhancing to benchmark its success and ultimately, its relevance to its Customers. the sense of community)? Many organizations are heading in this direction, realizing there are many emerging opportunities to get Customers engaged using an Andy Steggles is the president and chief social strategist at Higher Logic, online medium while at the same time demonstrating a new level LLC. He can be reached at [email protected].

Applying the Four Quadrants afraid to ask for help. Understanding the full scope of Social CRM Andy outlined four areas of Social CRM: public social media, is diffi cult, but the strategy needs to be there fi rst.” social CRM, social software in the workplace, and externally- focused social software. We talked to four individuals who are Paul Cielinski, practice lead for actively working in each of the four areas to get their take on why Concurrency, helps Users be more effi cient social CRM is more than a buzz word. with Microsoft Dynamics CRM by working with them to create workfl ows and alerts that Cheryl Strege is the president of Th e help with their organization’s productivity. Partner Marketing Group and has more than Products such as Profi ler from Broadlook 20 years of experience with the Microsoft Technologies do Internet searches to fi nd new information on Dynamics community. Cheryl and her team Users’ selected clients. When new information is found and are advocates of social media as it puts you loaded into Microsoft Dynamics CRM, an email is then sent to where your Customers are and visible when the contact’s manager so they can act on the new information. they’re ready to make a purchase. “You can be sitting at your house on a Saturday, get the “You can simply walk into any coff ee shop, airport, or hotel notifi cation, and then act on it,” says Paul. “One of my best lobby and count the number of people on their mobile devices to examples of using this type of information is that I noticed realize how connected we all are to social media. Using Facebook, that one of my Partner contacts had hired a new CEO. Profi ler LinkedIn, Twitter, and the other tools is an easy way to build your found this information on a published news page that was not brand, connect with your community of buyers, and strengthen connected to their company news page, so you couldn’t see the your network of partnerships. Establishing your online brand update if you just went to their website.” takes a little time, and you have to work at it consistently, but “Let’s say you’re an account executive and are assigned 100 the rewards in terms of new Customers, new projects, and new contacts – or maybe even 50. Th ere is no way to keep on top of relationships is well worth it,” says Cheryl. the information for all of these companies without some help,” says Paul. “Building these types of alerts is a cool way of using Ryan Teeples is an independent consultant social inside of Microsoft Dynamics CRM.” who has worked with CRM products since 2000. He works as a marketing consultant, currently CRMUG® launched a Member networking focused mostly on non-profi t organizations, tool, CRMUG Collaborate, in October 2012. and has an interest in the collection of data and Collaborate is web-based opportunity that how it aff ects the marketing process. enables CRMUG Members to connect, learn, - “I’ve seen nonprofi ts do a good job of pulling information in from and share in an online environment. At a high Facebook and other tools, and fi nding degrees of separation to meet level, Collaborate takes the value you fi nd at people they didn’t know before,” says Ryan. “Figuring out what types events such as CRMUG Summit, webinars, and Regional Chapter of data to collect and how it will be useful working with your clients/ meetings and makes it available to you at all times. constituents/donors is a big job, but a necessary fi rst step.” Only one month after Collaborate’s launch, more than 1,000 Ryan sees a lot of potential for nonprofi ts and other User CRMUG Members have logged in, and 402 messages have been posted organizations to use Social CRM to build their businesses and on 132 unique discussion threads. Th at’s a lot of collaborating in a short have meaningful interactions with their clients, but he stresses amount of time! One of our fi rst Members to sign into the tool, Rudy that a strategy needs to be in place for the organization to be Chavez of Trek Bicycle Corporation, has great hopes for Collaborate. the most effi cient. He also might have a bit of partiality since “Collaborate is a great tool. It’s an opportunity for Users to go consultancy is his bread and butter, but he recommends that out there and learn about challenges other people are having, organizations look outside themselves to fi nd the expertise they post questions, and, in general, to create awareness about hot need to create an eff ective Social CRM strategy. topics in the CRM environment. I highly recommend you join it “You might have good people internally, but unless they’re and contribute,” says Rudy. immersed in Social CRM, you’re behind,” says Ryan. “Don’t be Join the conversation at community.CRMUG.com. CRMUG

Winter 2013 29 AdWords Email 20% 34%

Socia Website 10% 23% Forms 13%

MARKETINGMARKETING P

www.coremotives.com | [email protected] al

PPOWEROWER FORFOR

| Atlanta: 1-855-387-3245 | London: +44 20 7288 6461 Xactly

actly provides Xactly Incent™, a software that helps organizations of all sizes automate their sales “Support for tablets is already here, compensation plans, enabling them to motivate their teams, keep on track with company goals, and we’ve added a game slant to the and control expenses. product where sales reps can participate CRMUG: How did Xactly get its start? in contests and earn badges.” ErikX Charles (EC): We started in the enterprise software business but came to the realization that the future was in the cloud as on-premise software has a lot of problems that get in the way of business. The larger the customer base, the harder to keep them updated. CRMUG: How do you continue to innovate your products? EC: We changed our business to become a multi-tenant Software- We drop new features every month, and all Customers get as-a-Service provider. We live and breathe the cloud, and are them in an automatic push. That’s another thing with cloud- the only player in our space that’s true cloud. The United States- based technology. It’s changing people’s thought processes. You based businesses spend $100 billion more on sales compensation used to have to wait for versions to come out. Once you go to the than the government does on defense each year. cloud, you can release updates every Friday if you want to. There needs to be software to manage this – it can’t be a Support for tablets is already here, and we’ve added a game calculator. Gartner puts the error rate on sales compensation at slant to the product where sales reps can participate in contests three to 10 percent. That is a lot of money. Having a bad sales and earn badges. compensation plan can have a huge impact your bottom line. CRMUG: What do Users like most about Incent? EC: They love the fact that they own it. When they want to CRMUG: How is Xactly Incent integrated with Microsoft make an alteration, they make it themselves. They don’t need us Dynamics CRM? to do it. Sales reps love seeing their money. They can open an EC: Incent is a standalone product that takes a feed from your ERP opportunity in Microsoft Dynamics CRM and see how much system for transactional data. From that feed, you can determine that opportunity will be worth if they close it today. who gets credit for deals. You can also see sales professionals’ performance against quotas, margin versus revenue, and track CRMUG: contests. Hopefully they’re not just doing those calculations All of that information is served up on a web page where sales all day! EC: That’s the thing. Sales reps are already doing it. Instead of reps can log in and see what they’ve done for the month, how them playing around with an Excel spreadsheet, we make it much they’ve earned, and where they’ll be if they close three a single click. We also make CRM sticky. One of the biggest more deals before month end. To them, it’s a seamless path problems with CRM is getting sales reps to use it. How do you of information that they can access on their computer or on a get them to use CRM? Put their money in it. mobile device.

company Phone established Xactly 949-439-3555 2005 interviewee Email CRMug® Partner Erik Charles, senior manager of [email protected] member since product marketing website 2012 Headquarters www.xactlycorp.com San Jose, California Erik Charles (left) and Bryan Shires at CRMUG Summit.

32 CRMUG Magazine showcaseISV partner member

Our Customers say their CRM use has improved, and they have a dataset of 500 clients, seven years of data, several terabytes of data, better forecasts. They also have fewer errors as the sales reps are and $6 billion in annual payments, we have better data than anyone another eye on auditing and can see rekeying errors. If a sales else. It also means that when I say that two quotas work best and check would be impacted, they can click a button in the tool to more than five quotas is bad, it’s truth based on fact. tell the administrator about the problem. That process is tracked, and the invoice can be checked. CFOs love us. They close their CRMUG: How long does it take a User to get up and running with books faster and don’t have to go back into the books to correct Incent? errors. EC: Our products are fast to implement – up to a month for small companies and a couple months for large organizations. We’ve put CRMUG: What do you like most about what you do? a lot of effort into usability, making it very easy to build reports EC: Part of my role is as an incentives strategist. There’s a fantastic once and then automatically pull the report when the information science in motivating behavior, and we get to take technology and is loaded. If a CFO wants to see something, they can see it and don’t really apply it. I love to see the impact of a well-written contest or have to ask somebody to create the report. spiff. We’re constantly talking about best practices and rethinking We’ve been working in partnership with MIT, and they’ve been how people look at data. We sell software, but we want to sell using some of our dataset to see the impact of those programs. With solutions. CRMUG

Microsoft

March 18-21, 2013 New Orleans, LA Attend Convergence 2013: • Learn how to make the most of your Microsoft Dynamics solutions

technologies • Build key business connections with peers and Microsoft experts Register today!

www.microsoft.com/dynamics/convergence/

Winter 2013 33

contestName That Photo This is a shot of the Market Theater Gum Wall, which is located in downtown Seattle. The photo was taken during CRMUG® Summit, and we’re wondering if you can think of any ways to tie together the merits of this super-sticky landmark and Microsoft Dynamics CRM.

Once you have an idea, simply email your submission to [email protected]. The winner’s submission will be printed in the magazine’s next issue.

Congratulations! Congrats to Jeff Beelman of Hitachi Solutions for winning last quarter’s contest with results his submission of “And you thought Santa’s bag was big!” Jeff – your prize is in the mail!

Winter 2013 35

academcornery alex fagundes alex

Mitch milam

lex Fagundes, chief information officer of PowerObjects, Hands-on Helps Aand Mitch Milam, chief technologist of CRM Accelerators, That’s not to say that reading books isn’t a helpful way to have been teaching CRMUG® Academy courses for the past two learn, but attending a class where you’re able to sit in front of years. Given their titles alone, that’s some powerful mindshare. your computer with Microsoft Dynamics CRM loaded and run Cap that off with the fact that both of these gentlemen have been through exercises gives you a hands-on experience that a book awarded with Microsoft MVP (Most Valued Professional) status, or lecture session can’t touch. and we are incredibly glad to feature them as course instructors! “I write my own course material and share what I’ve learned We caught up with Mitch and Alex to pick their brains on a few so Users don’t have to learn it the hard way,” says Mitch. “During Academy-related topics. the class I watch the students perform the tasks and help them out, reinforcing that they understand what I’m talking about.” Their Expertise While Alex and Mitch each have a well-rounded knowledge of Classroom Success Microsoft Dynamics CRM, they also each have their own sweet That type of learning often translates to success for Users, spots when it comes to what they like to teach. Alex focuses enabling them to enhance their professional skills and potentially primarily on upgrading, troubleshooting, and performance solve problems they’ve been having with their implementation. issues, and Mitch focuses on development framing. “At this fall’s CRMUG Summit, I had a User tell me that Value for You something that came up during a fellow User’s question helped them figure out how to solve a recurring problem they’ve been Getting in front of a class on these topics and more is having with their implementation,” says Alex. rewarding for Alex and Mitch as it gives them the opportunity to help Users solve problems and see what others are doing with Next Steps Microsoft Dynamics CRM. Want to take a class from Alex, Mitch, or one of the other great “When Users get to see real-life examples, they aren’t just minds in the Microsoft Dynamics CRM community? Learn reading books,” says Alex. “We teach things the way they more about CRMUG Academy at www.CRMUG.com/member- actually are.” resources/academy or contact [email protected]. CRMUG

Speaking of great minds – are you one of them? Contact [email protected] if you’d like to share your expertise in the Academy arena.

36 CRMUG Magazine Welcome to The List from The Partner Channel®! The List is a tool that enables you to quickly and easily ﬁ nd products speciﬁ c to industries, business process functions and various services provided by third-party companies that extend the Microsoft Dynamics® family of products. The List is updated quarterly and is available as a PDF document at: www.thepartnerchannel.com/the-list

The List Table of Contents Industry...... Page 38 Horizontal...... Page 45 Services...... Page 57

Look for this icon to identify solutions that have earned the Certiﬁ ed for Microsoft Dynamics accreditation.

Look for NEW: in front of the names of products/ NEW: services that are new to The List.

Download copies of The List from The Partner Channel website (www.thepartnerchannel.com/the-list) to share with others in your oﬃ ce.

The List from The Partner Channel® is your tool for fi nding the solutions available from Microsoft Dynamics® Partners. Review the various industry, horizontal and service off erings available and you may just fi nd exactly what you’ve been looking for! The List is unique in that it shares only those solutions and services that work with the Microsoft Dynamics product line. We want you to spend time using the solution, not looking for it. If you have a product or service that you would like included on The List, please contact [email protected].

NOTE: The Partner Channel, Dynamic Communities®, and CRMUG® oﬀ er 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 “classiﬁ ed” 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

RockySoft Agriculture Chemicals Arbela Technologies www.arbelatech.com • 949-291-4777 www.RockySoft.com • 970-493-0868 ext. 105 Encore Business Solutions BatchMaster Software, Inc. Industry-Tailored Inventory Management and www.encorebusiness.com www.batchmaster.com/solutions/dynamics- Dynamics AX Solutions Supply Chain Planning 888-898-4330 ext. 314 gp/overview.asp • 949-583-1646 ext. 226 With over 100 years of cumulative ERP Pack Light Inventory Mgmt Suite- REAP - Renewable Energy BatchMaster Manufacturing for experience, we have tailored Dynamics Forecasting, Inventory Mgmt, Purchase Agricultural Processing Microsoft Dynamics GP AX to ﬁ t the speciﬁ c needs of this Order Planning, Vendor Lead Time Manage commodity procurement, In-built to Microsoft Dynamics GP, not an industry. Gain from our experience Mgmt, Retail Store Planning and S&OP. contracting, settlements, inventory & BI. integration. Manages formulation, com- and maximize the return on your AX pliance, quality, production & planning investment. Cross Industry Solution Joesoftware Inc. for Food, Chemical, Cosmetic, Personal Business Systems Integrators www.joesoftware.com • 780-990-0220 Care, Nutraceutical & Pharmaceutical Arbela Technologies

INDUSTRY Livestock Accelerator manufacturers. www.arbelatech.com • 949-291-4777 Producer Management and Livestock www.BSIEDI.com • 866-871-2097 Centralization Solutions Movement/Quality Tracking accelerator Horizons International EDI For Dynamics AX for Dynamics CRM. www.hzs.com • 800-287-8014 ext. 811 BSI provides superior EDI solutions Arbela's Master Data Centralization for Quality Essentials Suite for AX & GP, both on-premise & SaaS. Dynamics AX introduces the Universal Quality Mgt. System off ers decimal preci- Company concept which holds and man- sion, cert. of analysis, non-conformance, ages the enterprise-wide master data Northlake Partners material holds, reporting, data export. for sharing across multiple companies. www.TheNorthlakePartners.com • 425-773-9606 Integrated to Dynamics, Horizons Data Masons Software BluWare - Commodity Manufacturing, also non-integrated Procurement application avail. www.datamasons.com • 866-575-1631 Manage harvest, hauling, & purchasing Vantage Point EDI for Ariett Business Solutions, Inc. of crops, grain, & fi sh. Specify prices by Dynamics commodity & automate deductions & Data Masons helps companies lever- www.ariett.com • 781-826-1120 taxes. Manage unlimited Farmers & Vicinity Manufacturing age EDI into a competitive advantage Ariett Requisition, Fields and complete 'Delivery Tickets' by providing tight integration with Travel & Expense to become Payables in GP. www.vicinitymanufacturing.com • 770-421-2467 Dynamics, without customizations. Requisition, PO, AP Invoice, Expense Vicinity Reporting, Document Manager, Credit Apparel Written for the process manufacturing Flintfox International Limited Cards, Mobile Apps in the Cloud on industry Vicinity manages formulation, Microsoft Azure. Lanham Associates® quality control, compliance, produc- www.fl intfox.com • 404-245-5116 www.lanhamassoc.com • 678-379-4200 ext. 105 tion, & planning for Food, Beverage, TPM for Dynamics Suite AssureSign LLC EDI Chemical, Cosmetic, Personal Care, & Integrating Trade Promotion Management EDI your way: Cloud, Full-Service, or Pharmaceutical manufacturers. processes into Dynamics. Sell-side and www.assuresign.com • 407-670-0400 Complete Control. Total solution in- Buy-side, advanced pricing, planning and AssureSign Electronic cluding AS2 and VAN for Lower Cost of C hurches and Ministries execution of deals, promotions, rebates Signature Software Ownership. More documents than any and fees, plus settlement (deductions, Integrated cloud or on-premise enterprise other provider for NAV. Great references. BGE, Inc. claims, payments). class Electronic Signatures. Quick startup available. www.bgeinc.net • 877-656-8800 FundVision HighJump TrueCommerce EDI Bottomline Technologies Automotive Powerful fundraising, donor man- Solutions www.bottomline.com/createform_AX agement software for nonprofi ts to www.highjump.com/truecommerce 800-472-1321 Create!form® AIM Computer Solutions, Inc. cultivate prospects; stay in touch with 724-940-5520 ext. 335 www.aimcom.com • 586-439-0300 constituents; track campaigns; integrate HighJump TrueCommerce Complete document & payment automa- AIM Vision w/Dynamics GP. Support Check Scanner, EDI Solutions tion. Customize & deliver Dynamics AX Automotive supplier industry focused CC Processing, web donations. HighJump TrueCommerce EDI makes output, including MICR checks. Easily ERP: EDI, AIAG Labels, MMOG/OEE EDI painless with an end-to-end solution reformat data, building "intelligent forms" Requirements, PPAP, Blanket Releases, Construction that is easy to use, robust, and aff ord- for print, fax, email, archive or web. SCM, Mixed Mode, and Repetitive. able. TrueCommerce EDI is a Microsoft Bottomline Technologies AXtension Gold Certifi ed Partner and certifi ed for www.bottomline.com/Transform_Filer_ www.AXtension.com • +3177 323 2622 Microsoft Dynamics GP. for_Sharepoint • 800-472-1321 AXtension Visual Project Transform Filer for SharePoint Planning Lanham Associates® Data Masons Software A powerful, easy-to-use document stor- Graphical planning of projects, resources www.lanhamassoc.com • 678- age and retrieval solution for SharePoint®. and materials. 379-4200 ext. 105 www.datamasons.com • 866-575-1631 Index and fi le paper or electronic docu- Vantage Point EDI for EDI EDI your way: Cloud, Full-Service, or ments from any business application Dynamics Consumer Packaged with a single click. Data Masons helps companies lever- Goods Complete Control. Total solution in- age EDI into a competitive advantage cluding AS2 and VAN for Lower Cost of by providing tight integration with Ownership. More documents than any Dynamics, without customizations. other provider for NAV. Great references. Quick startup available. Bottomline Technologies www.bottomline.com/TransformAP_ Absolute Value for_Sharepoint • 800-472-1321 www.absolutevalue-us.com • 678-389-7289 Transform® AP Absolute Value/Lanham SharePoint®-based AP automation solu- Associates Lanham Associates® tion for capture, approval workfl ow & Best-fi t formula, demand forecasting www.lanhamassoc.com • 678-379-4200 ext. 105 reporting plus integration to Microsoft & multisite replenishment solution ACE - Advanced Dynamics. Streamlines AP processes, with DRP, collaboration, hub & spoke, Commerce ERP reduces processing costs & increases drill down visibility. On-demand and EDI, ASN, Ship/Carrier Manifest, Labels, visibility. on-premise. Reduce inventory levels Bar-Coding, TP Compliance, WMS, Fcst and improve customer service. & Replenishment. Highest quality in one total solution rather than 7 dispa- rate ones. 88,000+ users worldwide. Unprecidented visibility. KEY: Axapta Great Plains Navision Solomon Customer Relationship Management Retail Management System Point of Sale

38 CRMUG Magazine Integrated Software, Inc. Paramount Technologies E quipment Dealers www.isiusa.com • 321-984-1986 Request For Quote www.paramounttechnologies.com Concept Computer Corporation Create RFQs. Save Vendor responses. 248-960-0909 Business Computers Software, Inc. Auto-create PO's and Sales Quotes. WorkPlace eProcurement www.dealershipdynamics.com • 800-561-5852

ITDP Solutions Limited Includes PunchOut, Check Request, DealershipDynamics Just Works www.business-computers.com • 303-494-9390 www.itdp-solutions.com • +44 8453 721 960 Budget Compliance, RFQ, Requisition, PO DealershipDynamics is a complete solu- Time Matrix Generation, Receiving, Invoice Matching tion for all equipment dealers. Powered dotStore eCommerce INDUSTRY Time Matrix is a Time Clock for Dynamics Complete eCommerce solution for & Vendor Contract Compliance. by NAV 2009, integrated features include GP. It can integrate with PR, HR, RM, SOP, B2B/B2C and iPhone/Android devices . an equipment confi gurator, mobile PA, Manf, WennSoft or Horizons. It can service solution, doc archiving and use a touch screen monitor, magnetic ITDP Solutions Limited Microsoft CRM 2011. card reader, bar code scanner or fi nger www.itdp-solutions.com • +44 8453 721 960 Professional Advantage print reader. popXML www.profad.com • 701-235-2363 Finance/Banking eDocument exchange automation Company Data Archive (CDA) Business Systems Integrators solution for POP in Dynamics GP . Easily archive data from your live AssureSign LLC Dynamics GP company to a historical www.BSIEDI.com • 866-871-2097 JAT Computer Consulting, Inc. company. Reduce hardware costs, www.assuresign.com • 407-670-0400 EDI www.jatnet.com/JPI.htm increase Dynamics GP performance AssureSign Electronic BSI provides superior EDI solutions 888-525-8874 ext. 462 and eliminate clutter in inquires and Signature Software for AX & GP, both on-premise & SaaS. JAT Payroll Interface (JPI) reports with CDA. Integrated cloud or on-premise enterprise JPI is a bi-directional integration linking class Electronic Signatures. Datahaven for Dynamics GP HRM and ADP payroll. ScanWorkX www.datahaven4dynamics.com • 757-222-2000 www.scanworkx.com • 913-647-8640 F ood and Beverage Datahaven for Dynamics kCentric Technologies Inc NEW: ScanWorkX for Datahaven is the only scanning, OCR, Dynamics AX and workfl ow solution natively embed- www.k-ecommerce.com Extend Dynamics AX to nearly any mo- ded—not simply integrated—throughout 514-973-2510 ext. 226 bile device. More than 75 standard DAX the Microsoft Dynamics user experience k-eCommerce ecommerce solution functions with and without barcoding. Absolute Value and available to non-Dynamics users B2C, B2B, customer service, SEO, CMS, Custom transactions available. from Microsoft Outlook. seamless real time integration to www.absolutevalue-us.com • 678-389-7289 Dynamics AX, GP, NAV, CRM, multilin- Solver Absolute Value/Lanham Encore Business Solutions gual, multi-currency SaaS, On Premise. www.solverusa.com • 310-691-5300 Associates www.encorebusiness.com Solver - BI360 Best-fi t formula, demand forecasting 888-898-4330 ext. 336 KTL Solutions, Inc. Both Excel & Web-based Financial & & multisite replenishment solution Advanced SmartList www.ktlsolutions.com • 866-960-0001 Operational Reporting, Budgeting, with DRP, collaboration, hub & spoke, Enhanced analysis of SmartList data. Development - Microsoft Dashboards, & a pre-confi gured Data drill down visibility. On-demand and Ad-hoc reports & queries on the fl y. Dynamics GP Warehouse w/ direct integration to on-premise. Reduce inventory levels Sort, fi lter & re-order columns easily. 13 yrs developing GP customizations Microsoft Dynamics. and improve customer service. Sum groups of info fast. (Dexterity, .Net), Source Code Developers, Sub-contractor rates to other resellers. V-Technologies, LLC Appolis EthoTech, Inc. www.vtechnologies.com • 800-462-4016 www.appolis.com • 612-343-0404 TM www.ethotech.com • 678-384-7500 ext. 1 Liaison Software Corp StarShip Shipping Software WithoutWire Warehouse Commission Plan Integrated shipping for small parcel Appolis WithoutWire™ Warehouse Stop fi ghting with Excel spreadsheets www.liaisonsc.com • 714-543-9877 ext. 201 and LTL; supports UPS, FedEx, DHL, Management Solution provides fully & meaningless reports to calculate & Liaison Messenger EDD USPS (Endicia), OnTrac, Freightquote, integrated traceable lot tracked inven- pay commissions, bonuses, royalties, or Batch print, e-mail, fax, ftp, convert, YRC and more. tory for Manufacturers and Distributors. other types of compensation. Automate burst, collate, route, all Forms, EFTs, Arbela Technologies your entire commission process right Direct Deposits, and Reports to custom- www.arbelatech.com • 949-291-4777 inside of Dynamics GP. ers, vendors, employees, etc directly Arbela Technologies from Microsoft Dynamics. Supports EthoTech, Inc. With over 100 years of cumulative ERP SSRS,Crystal, & Dexterity. WilloWare, Inc. www.ethotech.com • 678-384-7500 ext. 1 experience, we have tailored Dynamics www.willoware.com • 888-339-4556 ext. 1 NEW: Customer Service Collection AX to fi t the specifi c needs of this Dynamics GP PowerPack Enhance SOP: check for duplicate PO’s; industry. Gain from our experience Over 80 Enhancements to GP, based assign credit limit process holds; move and maximize the return on your AX upon customer requests. Enhances sales docs between batches; print investment. PaperSavePro virtually every part of the GP System. shipping labels; show apply info on www.PaperSavePro.com • 877-727-3799 Make GP more intuitive, easier to use! SOP docs; view unallocated inventory ASC Software PaperSavePro & expected receipt dates. www.ascsoftware.com • 937-429-1428 PaperSavePro™ is a Certifi ed for Microsoft Education ASCTrac Dynamics document management Award winning, scalable, Warehouse and electronic workfl ow solution that Blue Moon Industries Management Solutions (WMS) designed eliminates inherent risks and ineffi cien- www.bluemoonisv.com • 401-276-9000 to support the demanding requirements cies associated with paper. Advanced GL Close EthoTech, Inc. of Distribution, Manufacturing and 3PL Adds multiple GL segment selection operations, covering the entire Supply www.ethotech.com • 678-384-7500 ext. 1 Paramount Technologies capability during year-end close. Chain cycle. Next Numeric Collection Auto-generate your master record IDs www.paramounttechnologies.com Paramount Technologies BatchMaster Software, Inc. (i.e. Customers, Vendors, Items, Fixed 248-960-0909 www.batchmaster.com/solutions/dynamics- Assets, etc.); as well as transaction WorkPlace RFQ www.paramounttechnologies.com gp/overview.asp • 949-583-1646 ext. 226 batch IDs. Allows your vendors/suppliers to bid 248-960-0909 BatchMaster Manufacturing for WorkPlace for Education ImageTag, Inc. via an externally hosted website. Drive Microsoft Dynamics GP Budget & purchase against capital www.imagetag.com • 480-753-9300 down your product costs with online In-built to Microsoft Dynamics GP, not an projects. Track requisitions, robust ap- KwikTag Document Capture RFQ responses bidding & ranking. integration. Manages formulation, com- proval process, powerful RFQ, Project, & Workfl ow for Dynamics Seamlessly integrated to Workplace pliance, quality, production & planning Time and Expense. Powerful. Practical. Proven. More choose Purchasing. for Food, Chemical, Cosmetic, Personal KwikTag's document & case mgmt. Care, Nutraceutical & Pharmaceutical manufacturers.

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

Winter 2013 39 Metaﬁ le Information Systems, Inc. Thomson Reuters, Tax and High Tech and Electronics Accounting - Government Beck Consulting www.metaviewer.com • 507-286-9232 grm.thomsonreuters.com • 866-471-2900 Axonom www.bcfooderp.com • 800-456-1970 ext. 110 MetaViewer Paperless ERP Government Revenue www.axonom.com • 952-653-0400 NEW: bcFood for Microsoft Dynamics Management (GRM®) Powertrak Built for the food industry, provides: Enhance your AX, GP, NAV & SL solu- Providing Government Revenue Solutions to service customers and Process, Batch and Discrete Production, tions by adding integrated scanning, Management Solutions. partners with web self-service, partner/ Quality, WMS & Mobile, Compliance, OCR, eInvoicing, workﬂ ow, and AP/AR dealer loyalty tools, streamlined quote- Allergen Control, Import/Export, BI, Automation. Government Contracting to-order processing and more. Promotions, Trade and EDI.

Northlake Partners www.TheNorthlakePartners.com • 425-773-9606 Unanet Technologies Cincom Systems, Inc BluWare - Sales Management www.unanet.com • 703-689-9440 acquire.cincom.com • 800-224-6266 INDUSTRY Cincom Acquire Sales Management for Food Manufactures Unanet Project Portfolio Blue Horseshoe w/workfl ow, automated email & status Resource planning, time/expense Close deals 80% faster! Smart confi gure, www.supplychaindynamicsax.com change, confi gurable UI's, catch-weight, tracking & project accounting for GP/SL. price, quote solution leveraging the 317-573-2583 multi item UOM, & Price Lists. Integrated familiar Microsoft stack for a simple, Supply Chain Suite for w/BluWare logistics, freight, promotions, Healthcare dynamic user experience. Dynamics AX & commissions. Unlike other solutions, Supply Chain Ariett Business Solutions, Inc. Experlogix, Inc. Suite embeds industry-specifi c func- RockySoft www.ariett.com • 781-826-1120 www.experlogix.com • 805-504-9729 ext. 707 Experlogix Confi gurator tionality directly into the business www.RockySoft.com • 970-493-0868 ext. 105 Ariett ReqNet for Healthcare layer of Dynamic AX’s architecture. Inventory Management and Materials Management Solution from for Microsoft Dynamics Increase revenue, profi t margins and Supply Chain Planning Requisition to Purchase Order to CRM & ERP asset utilization. Pack Light Inventory Mgmt Suite- Receiving, with Supplier PunchOut, Experlogix Confi gurators meets the Forecasting, Inventory Mgmt, Purchase Document Management and Mobile Apps. demands of today’s competitive mar- Business Systems Integrators ketplace by simplifying the process of Order Planning, Vendor Lead Time Computer Information Enterprises Mgmt, Retail Store Planning and S&OP. selling customized products, accelerat- www.BSIEDI.com • 866-871-2097 ing proposal development times and EDI www.compinfo.com • 949-263-0910 increasing quote-to-order ratios. BSI provides superior EDI solutions ImageLink QBD Systems for AX & GP, both on-premise & SaaS. Vicinity Manufacturing ImageLink is a seamless, fully integrated document management solution de- www.qbdsys.com • 800-743-9003 Flintfox International Limited Universal PLM Integration www.vicinitymanufacturing.com • 770-421-2467 signed for users of Microsoft Dynamics Integration w/ PLM s/w incl. Agile, Vicinity SL and Microsoft Dynamics GP who www.fl intfox.com • 404-245-5116 Arena, Aras, Solidworks EPDM & more. Written for the process manufacturing desire to reduce the amount of paper TPM for Dynamics Suite industry Vicinity manages formulation, within their organization. Integrating Trade Promotion Management I ndustrial Equipment quality control, compliance, produc- processes into Dynamics. Sell-side and Integrated Software, Inc. tion, & planning for Food, Beverage, Buy-side, advanced pricing, planning and www.isiusa.com • 321-984-1986 Experlogix, Inc. Chemical, Cosmetic, Personal Care, & execution of deals, promotions, rebates Health Care Management www.experlogix.com • 805-504-9729 ext. 707 Pharmaceutical manufacturers. Experlogix Confi gurator and fees, plus settlement (deductions, Billing and Financial Mangement for for Microsoft Dynamics claims, payments). Home Health and Long Term Care. Glass CRM & ERP HighJump TrueCommerce EDI Kronos Incorporated Experlogix Confi gurators meets the Solutions GTS Services, LLC www.kronos.com • 800-225-1561 demands of today’s competitive mar- www.highjump.com/truecommerce www.gtsservices.com • 800-563-8555 Workforce Central® Suite ketplace by simplifying the process of LX-Connect 724-940-5520 ext. 335 Seamlessly integrates with Microsoft selling customized products, accelerat- HighJump TrueCommerce B2B eCommerce Sales B2B web-portal Dynamics to completely automate the ing proposal development times and EDI Solutions for the auto glass market. essential timekeeping, human resources increasing quote-to-order ratios. HighJump TrueCommerce EDI makes and fi nancial processes. GTS Services, LLC Horizons International EDI painless with an end-to-end solution www.gtsservices.com • 800-563-8555 Paramount Technologies www.hzs.com • 800-287-8014 ext. 811 that is easy to use, robust, and aff ord- GlasPacLX Quality Essentials Suite able. TrueCommerce EDI is a Microsoft Retail (Auto & Flat) •Res. & Comm. www.paramounttechnologies.com Quality Mgt. System off ers decimal preci- Gold Certifi ed Partner and certifi ed for Glazing •Wholesale Manage your entire 248-960-0909 sion, cert. of analysis, non-conformance, Microsoft Dynamics GP. glass operation with GlasPacLX and GP. WorkPlace for Healthcare material holds, reporting, data export. Horizons International Drive down costs & control purchases Integrated to Dynamics, Horizons www.hzs.com • 800-287-8014 ext. 811 Government in your material management process. Manufacturing, also non-integrated Operates in single & multi-site facili- application avail. Quality Essentials Suite Blue Moon Industries Quality Mgt. System off ers decimal preci- ties, from Requisition through Invoice www.bluemoonisv.com • 401-276-9000 Automation. sion, cert. of analysis, non-conformance, Advanced GL Close Insurance material holds, reporting, data export. Adds multiple GL segment selection Sierra Workforce Solutions Integrated to Dynamics, Horizons AssureSign LLC capability during year-end close. Manufacturing, also non-integrated www.sierraws.com • 800-822-0973 application avail. www.assuresign.com • 407-670-0400 Paramount Technologies Sierra Workforce Solutions AssureSign Electronic Lanham Associates® Time & labor management solutions Signature Software www.paramounttechnologies.com www.lanhamassoc.com • 678-379-4200 ext. 105 optimizing productivity and data in- 248-960-0909 Integrated cloud or on-premise enterprise Supply Chain Solutions tegration for payroll, HR & job costing WorkPlace for Government class Electronic Signatures. High quality Supply Chain solutions using biometrics, badge, WEB or PC Easy to use. Allow vendors to securely built inside NAV: Shipping, Forecasting/ based time clocks. Includes employee respond online with our powerful RFQ Replenishment, WMS & EDI Compliance. manager self service. Portal. Budget & purchase against capital More than 1700 companies live. projects. Track requisitions, robust approval process, Project, Time & Expense.

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

40 CRMUG Magazine L abor Unions

Micro Force AXtension Manufacturing Resource www.micro-force.com • 631-421-1030 ext. 302 www.AXtension.com • +3177 323 2622 Partners LM2 Reporting System for AXtension Advanced www.mrpconsulting.com • 775-849-1171 Labor Unions who use GP Production Feed Management Systems Dynamics GP Manufacturing LM2 MODULE for GP. Comply with LM2 Production insight and control on the www.feedsys.com • 763-560-8139 Consulting year end reporting while processing GP shop ﬂ oor. Feed Mill Manager

The implementation team at INDUSTRY transactions eff ortlessly. Permits changes Integrated formulation and operations Manufacturing Resource Partners is to LM2 trxs after posted. Creates the solutions for feed manufacturers. one of the most experienced available. electronic fi le for DOL. Best solution Each of our consultants has 12 to 24 Genius Solutions for Unions since 2005. AXtension years of manufacturing and/or fi nancial www.geniuserp.com • 877-987-6005 www.AXtension.com • +3177 323 2622 management experience. L ife Sciences AXtension Visual Project Genius Manufacturing Planning Genius Solutions provides ETO, MTO,

Paramount Technologies Graphical planning of projects, resources custom, discrete manufacturing solu- and materials. tions. Aff ordable, Easy to Use & Learn. www.paramounttechnologies.com Has integration with CAD. Metafi le Information Systems, Inc. 248-960-0909 BatchMaster Software, Inc. Greg Frazier, CPA, PLLC WorkPlace for Life Science www.batchmaster.com/solutions/dynamics- www.metaviewer.com • 507-286-9232 www.gfcpa.com • 313-931-0522 Drive down costs & control purchases gp/overview.asp • 949-583-1646 ext. 226 MetaViewer Paperless ERP MARS Designer BOMS in your material management process. BatchMaster Manufacturing for for Microsoft Dynamics Need a fun and easy way to analyze Operates in single & multi-site facili- Microsoft Dynamics GP Enhance your AX, GP, NAV & SL solu- bill-of-material cost roll-ups for BOMs? ties, from Requisition through Invoice In-built to Microsoft Dynamics GP, not an tions by adding integrated scanning, Need an easy-to-use graphical BOM Automation. integration. Manages formulation, com- OCR, eInvoicing, workfl ow, and AP/AR pliance, quality, production & planning confi gurator? Try MARS Designer Boms Automation. on Microsoft Azure. Cloud computing Maintenance for Food, Chemical, Cosmetic, Personal Care, Nutraceutical & Pharmaceutical at an aff ordable price! Northlake Partners Management manufacturers. www.TheNorthlakePartners.com • 425-773-9606 HighJump TrueCommerce EDI eRPortal Software Group LLC BluWare - Sales Order Solutions Complete web Sales Order w/workfl ow,

www.highjump.com/truecommerce automated email & status change, www.erportalsoftware.com • 413-233-5404 Beck Consulting 724-940-5520 ext. 335 confi gurable UI's, catch-weight, multi eRPortal CMMS Software Suite www.bcfooderp.com • 800-456-1970 ext. 110 HighJump TrueCommerce item UOM, & added Price List features. The eRPortal Software Group provides EDI Solutions Integrated w/BluWare logistics, freight, high performance, web-enabled, Asset NEW: bcFood Built for the food industry, provides: HighJump TrueCommerce EDI makes promotions, & commissions. Management, Maintenance Management, EDI painless with an end-to-end solution and Materials Tracking software solu- Process, Batch and Discrete Production, Quality, WMS & Mobile, Compliance, that is easy to use, robust, and aff ord- tions for managing strategic assets able. TrueCommerce EDI is a Microsoft and operations. Allergen Control, Import/Export, BI, Promotions, Trade and EDI. Gold Certifi ed Partner and certifi ed for Microsoft Dynamics GP. ScanWorkX M anufacturing www.scanworkx.com • 913-647-8640 Kronos Incorporated NEW: ScanWorkX for www.kronos.com • 800-225-1561 Dynamics AX Cincom Systems, Inc Workforce Central® Suite Extend Dynamics AX to nearly any mo- acquire.cincom.com • 800-224-6266 Seamlessly integrates with Microsoft bile device. More than 75 standard DAX Cincom Acquire Dynamics to completely automate the functions with and without barcoding. Close deals 80% faster! Smart confi gure, essential timekeeping, human resources Custom transactions available. Arbela Technologies price, quote solution leveraging the and fi nancial processes. www.arbelatech.com • 949-291-4777 familiar Microsoft stack for a simple, dynamic user experience. Lanham Associates® Arbela Technologies www.lanhamassoc.com • 678-379-4200 ext. 105 With over 100 years of cumulative ERP Computer Information AFP (Advanced Forecasting Sierra Workforce Solutions experience, we have tailored Dynamics Enterprises and Procurement) for AX to fi t the specifi c needs of this www.compinfo.com • 949-263-0910 Manufacturing www.sierraws.com • 800-822-0973 industry. Gain from our experience ImageLink Enables just-in-time production pur- Sierra Workforce Solutions and maximize the return on your AX ImageLink is a seamless, fully integrated chasing via comparing component Time & labor management solutions investment. document management solution de- time-phased demand to dynamic optimizing productivity and data in- ASC Software signed for users of Microsoft Dynamics vendor lead-time. Inventory items as tegration for payroll, HR & job costing www.ascsoftware.com • 937-429-1428 SL and Microsoft Dynamics GP who components or supply them as products using biometrics, badge, WEB or PC ASCTrac desire to reduce the amount of paper for customers. Gain visibility & control. based time clocks. Includes employee within their organization. manager self service. Award winning, scalable Warehouse Liaison Software Corp Management Solutions & MFG operations. Experlogix, Inc. Axonom www.experlogix.com • 805-504-9729 ext. 707 www.liaisonsc.com • 714-543-9877 ext. 201 www.axonom.com • 952-653-0400 Experlogix Confi gurator Liaison Messenger EDD Vicinity Manufacturing Powertrak for Microsoft Dynamics Batch print, e-mail, fax, ftp, convert, Solutions to service customers and CRM & ERP burst, collate, route, all Forms, EFTs, www.vicinitymanufacturing.com • 770-421-2467 partners with web self-service, partner/ Experlogix Confi gurators meets the Direct Deposits, and Reports to custom- Vicinity dealer loyalty tools, streamlined quote- demands of today’s competitive mar- ers, vendors, employees, etc directly Written for the process manufacturing to-order processing and more. ketplace by simplifying the process of from Microsoft Dynamics. Supports industry Vicinity manages formulation, selling customized products, accelerat- SSRS,Crystal, & Dexterity. quality control, compliance, produc- ing proposal development times and tion, & planning for Food, Beverage, increasing quote-to-order ratios. Chemical, Cosmetic, Personal Care, & Pharmaceutical manufacturers.

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

Winter 2013 41 Non-Profit Organizations Joesoftware Inc. Property Management www.joesoftware.com • 780-990-0220 Accounting System Integrators Remote Inventory Accelerator Blue Moon Industries WilloWare, Inc. www.asillc.com • 203-239-7740 Web-based self-service application for www.bluemoonisv.com • 401-276-9000 www.willoware.com • 888-339-4556 ext. 1 Non Profi t Plus tracking customer inventory stored at Invoice Cloud for Dynamics GP Manufacturing PowerPack Fund and Grant Management, your site. Provides online invoice processing A suite of enhancements for GP Encumbrance and Due to/from Fund branded for each billing entity. Accounting. Pharmaceuticals Manufacturing. Tighter integration DFC Consultants, Ltd and added functionality between GP BGE, Inc. ASC Software www.dfcconsultants.com • 701-281-6112 Core Modules and Manufacturing. www.bgeinc.net • 877-656-8800 www.ascsoftware.com • 937-429-1428 DFC Housing WilloWare, Inc. FundVision ASCTrac Property Mgmt for GP; work orders, www.willoware.com • 888-339-4556 ext. 1 Powerful fundraising, donor man- Award winning, scalable, Warehouse certifi cations and rent calculations. LeanMFG agement software for nonprofi ts to Management Solutions (WMS) designed Complete manufacturing suite for cultivate prospects; stay in touch with to support the demanding requirements Publishing INDUSTRY smaller GP manufacturers, or those constituents; track campaigns; integrate of Distribution, Manufacturing and 3PL whose processes include Disassembly, w/Dynamics GP. Support Check Scanner, operations, covering the entire Supply Eclipse Computing, Inc Batch, or Multi-product production. CC Processing, web donations. Chain cycle. www.royaltyandrights.com 201-746-6255 ext. 201 Blue Moon Industries Printing/Converting Royalty and Rights Management Media and Entertainment www.bluemoonisv.com • 401-276-9000 System for Dynamics GP Eclipse Computing, Inc Advanced GL Close Computer Productivity For managing intellectual property, www.royaltyandrights.com Adds multiple GL segment selection Services Inc. controls all phases of royalty accounting 201-746-6255 ext. 201 capability during year-end close. http://cps.fi nancial.offi celive.com/ including Contracts, Accruals, Payments & Revenue Recognition. Royalty and Rights Management Paramount Technologies PrintManagement.aspx • 905-847-7746 System for Dynamics GP CPS - Production Management for

Labels and Flexible Packaging Rentals For managing intellectual property, www.paramounttechnologies.com Estimates, Order Management, controls all phases of royalty accounting 248-960-0909 including Contracts, Accruals, Payments Scheduling, Shop Floor, Job costing. Open Door Technology WorkPlace for Non-Profi ts www.opendoor.ca • 403-777-2410 & Revenue Recognition. GL Distributions, Fund Accounting, Audit Professional Services Rental Management Trails, Requisition & Expense. Instantly check rental equipment avail- ability, defi ne fl exible rental terms, rent Sierra Workforce Solutions AXtension www.AXtension.com • +3177 323 2622 or sell inventory/fi xed assets, access to real-time rental & billing information, KORE Software www.sierraws.com • 800-822-0973 AXtension Visual Project www.KOREsoftware.com • 480-240-5662 Planning fl ag returning assets for maintenance Sierra Workforce Solutions and much more. KORE ProSports™ Time & labor management solutions Graphical planning of projects, resources More teams in the NFL, MLB, NBA & NHL optimizing productivity and data in- and materials. use KORE than any other software. CRM Restaurant tegration for payroll, HR & job costing ITDP Solutions Limited for sponsorships, ticket sales, premium using biometrics, badge, WEB or PC seating & media traffi cking. www.itdp-solutions.com • +44 8453 721 960 based time clocks. Includes employee Project Budget Manager manager self service. for Business Portal Restaurant365 Web BP - Manage Templates,Contract

s,Projects,Budgets & Resources for GP. www.restaurant365.net • 866-216-0183 KORE Software JOVACO Solutions Inc. Restaurant365 www.KOREsoftware.com • 480-240-5662 Unanet Technologies www.jovaco..com • 888-988-3535 ext. 117 SAAS Marketing, Catering, Operations KORE MediaPitch™ www.unanet.com • 703-689-9440 JOVACO Project Suite (prime cost), Acctg, POS Integration. KORE MediaPitch™ is the media indus- Unanet Project Portfolio Project accounting for professional ser- try’s leading platform for transform- Resource planning, time/expense vice fi rms to manage projects through R etail ing a generic CRM into a media sales tracking & project accounting for GP/SL. web-based time & expense and resource powerhouse. Alba Spectrum Corporation mgmt modules. Top features: extensive Oil and Gas www.albaspectrum.com • 773-384-9264 United ERP, LLC reporting, multi-company & inter- Alba360 Matrix Inventory departmental capabilities. www.unitederp.com • 201-567-6315 Computer Information Manage apparel or any inventory defi ned Royalty Accounting Software Enterprises by groups of attributes. Defi ne items by AXIP monitors your Royalty Lifecycle www.compinfo.com • 949-263-0910 attribute types & pricing by attribute from contracts, product dvlpmt ap- ImageLink Professional Advantage value. Transaction entry via item grids provals, automatic royalty calculations, ImageLink is a seamless, fully integrated www.profad.com • 701-235-2363 in SOP & POP. Fully compatible with GP. compliance checking w/audit tracking, document management solution de- 1Staff for Microsoft Dynamics automated statement reporting, fore- signed for users of Microsoft Dynamics 1Staff provides an end-to-end solution casting & business intelligence. SL and Microsoft Dynamics GP who for staffi ng organizations from resume desire to reduce the amount of paper parsing to generating fi nancial state- Metal Fabrication within their organization. ments. One solution your sales, recruiters WilloWare, Inc. Corporate Services and fi nancial staff can all use. Arbela Technologies www.willoware.com • 888-339-4556 ext. 1 www.arbelatech.com • 949-291-4777 Commodity Surcharge www.corpservice.com • 800-293-6822 Arbela Technologies Tracks the spot price of commodities, TrakQuip and RTMS With over 100 years of cumulative ERP adds surcharge during invoicing to cover Software Solutions Unanet Technologies experience, we have tailored Dynamics diff erence in the spot price between Whether you own, rent, or utilize equip- www.unanet.com • 703-689-9440 AX to fi t the specifi c needs of this quote date and invoice date. ment, TrakQuip & RTMS make it easy to Unanet Project Portfolio industry. Gain from our experience track & manage your assets, automate Resource planning, time/expense and maximize the return on your AX routine business operations, & produce tracking & project accounting for GP/SL. investment. excellent fi nancial information to ac- curately run your business

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

42 CRMUG Magazine Utilities Lanham Associates® www.lanhamassoc.com • 678-379-4200 ext. 105

www.paramounttechnologies.com ACE One - Receiving, picking, printing, www.avalara.com • 877-780-4848 Sonata Software 248-960-0909 shipping, realtime inventory in NAV via AvaTax for Sales Tax www.sonata-software.com • 425-785-8839 WorkPlace for Utilities handhelds. ACE Warehousing adds full Automation NEW: Sonata Software Improve effi ciency & reduce costs. Budget pallet license plating and production Automate and eliminate the complex- INDUSTRY With over 70 customers & one of the & purchase against capital projects.Track output registration. ity of sales tax management with largest pools of AX certifi ed consultants requisitions, robust approval process, m-hance AvaTax. A cloud-based sales and use in the world, our expertise spans v3.0 powerful RFQ, Project, Time & Expense. www.m-hance.com/sectors/distribution/ tax calculation, exemption certifi cate to AX 2012. We are experienced in very +44 (0) 844 264 0932 management, fi lling and remittance large scale and complex AX projects. Warehouse Management Inter-site Transfers solution for Microsoft Dynamics. Call us to know more. In a multi-site distribution company Alba Spectrum Corporation kCentric Technologies Inc this can be critical to operational ef- www.albaspectrum.com • 773.384.9264 Social Services fectiveness. Control and automate Alba360 WMS www.k-ecommerce.com • 514-973-2510 ext. 226 re-distribution of stock from a central BGE, Inc. Bar-coding & Warehouse Management k-eCommerce ecommerce solution warehouse to depots or adhoc move- www.bgeinc.net • 877-656-8800 System designed for Dynamics GP. B2C, B2B, customer service, SEO, CMS, ments from one site to another. FundVision Supports PO Receiving, Labeling, seamless real time integration to Powerful fundraising, donor man- Inventory Adjustments, Transfers, Stock Dynamics AX, GP, NAV, CRM, multilin- agement software for nonprofi ts to Counts, Picking and Shipping. gual, multi-currency SaaS, On Premise. cultivate prospects; stay in touch with Appolis Panatrack, Inc. Kronos Incorporated constituents; track campaigns; integrate www.appolis.com • 612-343-0404 www.panatrack.com • 262-646-3590 ext. 112 www.kronos.com • 800-225-1561 w/Dynamics GP. Support Check Scanner, WithoutWireTM Warehouse PanatrackerGP for Workforce Central® Suite CC Processing, web donations. Appolis WithoutWire™ Warehouse Inventory Management Seamlessly integrates with Microsoft Management Solution provides fully Adding bar code data capture to GP to Dynamics to completely automate the S oftware Manufacturers integrated traceable lot tracked inven- capture inventory transactions at the essential timekeeping, human resources Axonom tory for Manufacturers and Distributors. point of activity. and fi nancial processes. www.axonom.com • 952-653-0400 Powertrak Solutions to service customers and partners with web self-service, partner/ Metafi le Information Systems, Inc. dealer loyalty tools, streamlined quote- ScanWorkX to-order processing and more. ASC Software www.scanworkx.com • 913-647-8640 www.metaviewer.com • 507-286-9232 www.ascsoftware.com • 937-429-1428 NEW: ScanWorkX for MetaViewer Paperless ERP Staffing/Recruiting ASCTrac Dynamics AX for Microsoft Dynamics Award winning, scalable, Warehouse Extend Dynamics AX to nearly any mo- Enhance your AX, GP, NAV & SL solu- Joesoftware Inc. Management Solutions (WMS) designed bile device. More than 75 standard DAX tions by adding integrated scanning, www.joesoftware.com • 780-990-0220 to support the demanding requirements functions with and without barcoding. OCR, eInvoicing, workfl ow, and AP/AR Recruitment Accelerator of Distribution, Manufacturing and 3PL Custom transactions available. Automation. Web-based recruiting mgmt, resume operations, covering the entire Supply WilloWare, Inc. collection & on-boarding accelerator. Chain cycle. nChannel www.willoware.com • 888-339-4556 ext. 1 www.nchannel.com • 800-406-8217 ext. 300 AXtension CompleteCount Multi-Channel www.AXtension.com • +3177 323 2622 Controlled cycle counts in GP using Management Platform Professional Advantage AXtension Kitting stock tags. Print tags, ensure accuracy, Connect existing ERP, ecommerce, and www.profad.com • 701-235-2363 Multiple items dynamically combined minimize downtime. Now with ExcelLink- POS systems in minutes! Cloud-based 1Staff for Microsoft Dynamics into one product. export/import to CSV fi les. solution for distributors, suppliers and 1Staff provides an end-to-end solution retailers managing many systems to for staffi ng organizations from resume Blue Moon Industries Wholesale Trade: support sales channels and drop ship parsing to generating fi nancial state- www.bluemoonisv.com • 401-276-9000 Durable Goods programs. Free 30 day trial. ments. One solution your sales, recruiters Advanced Fulfi llment and fi nancial staff can all use. Powered by Visual Warehouse - Automate Panatrack, Inc. ASN, Invoicing, & Order Desk. www.panatrack.com • 262-646-3590 ext. 112 PanatrackerGP Mobile Sales Transportation Blue Moon Industries www.bluemoonisv.com • 401-276-9000 Absolute Value Adding mobility to sales transaction m-hance Operations Core www.absolutevalue-us.com • 678-389-7289 processing for Dynamics GP. www.m-hance.com/sectors/distribution/ Help your backoffi ce work more ef- Absolute Value/Lanham +44 (0) 844 264 0932 Professional Advantage fectively with your warehouse. Associates www.profad.com • 701-235-2363 Vehicle Load Planning Best-fi t formula, demand forecasting RMS ConnectPro Eff ective use of a vehicle fl eet demands FASCOR & multisite replenishment solution Real time inventory level integration the ability to organise deliveries quickly www.fascor.com • 513-421-1777 ext. 103 with DRP, collaboration, hub & spoke, between Dynamics RMS and Dynamics and easily based on known routes, FASCOR WMS drill down visibility. On-demand and GP. Allows automatic communication product weights and vehicle capacities. Trusted solutions for Warehouse and on-premise. Reduce inventory levels Transportation Management with infl ow between retail stores, headquarters V-Technologies, LLC and improve customer service. dustry leading integration to Dynamics and the fi nance department. www.vtechnologies.com • 800-462-4016 GP. Fully integrated, the FASCOR WMS Arbela Technologies StarShip Shipping Software Professional Advantage delivers Tier 1 functionality for all size www.arbelatech.com • 949-291-4777 Integrated shipping for small parcel www.profad.com • 701-235-2363 companies. Industry-Tailored Retail Analytics (RA) and and LTL; supports UPS, FedEx, DHL, Dynamics AX Solutions Merchandise Planning (MP) USPS (Endicia), OnTrac, Freightquote, With over 100 years of cumulative ERP Easily analyze Microsoft RMS sales, YRC and more. experience, we have tailored Dynamics inventory levels, and purchasing with AX to fi t the specifi c needs of this Retail Analytics. Add Merchandise industry. Gain from our experience Planning to provide sophisticated store and maximize the return on your AX replenishment and merchandising investment. along with open-to-buy capabilities.

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

Winter 2013 43 Lanham Associates® nChannel Lanham Associates® www.lanhamassoc.com • 678-379-4200 ext. 105 www.nchannel.com • 800-406-8217 ext. 300 www.lanhamassoc.com • 678- Supply Chain Solutions Multi-Channel 379-4200 ext. 105 AXtension High quality Supply Chain solutions Management Platform Supply Chain Solutions www.AXtension.com • +3177 323 2622 built inside NAV: Shipping, Forecasting/ Connect existing ERP, ecommerce, and High quality Supply Chain solutions AXtension Kitting Replenishment, WMS & EDI Compliance. POS systems in minutes! Cloud-based built inside NAV: Shipping, Forecasting/ Multiple items dynamically combined More than 1700 companies live. solution for distributors, suppliers and Replenishment, WMS & EDI Compliance. into one product. retailers managing many systems to More than 1700 companies live. m-hance Blue Moon Industries support sales channels and drop ship www.m-hance.com/sectors/distribution/ m-hance www.bluemoonisv.com • 401-276-9000 programs. Free 30 day trial. +44 (0) 844 264 0932 www.m-hance.com/sectors/distribution/ Chargeback Processing Extended Pricing & Enhancements RockySoft +44 (0) 844 264 0932 Provides deductions management Distribution is typifi ed by intense pricing www.RockySoft.com • 970-493-0868 ext. 105 Extended Pricing & Enhancements capability for cash receipts processing. competition. We simplify the process Inventory Management and Distribution is typifi ed by intense pricing Data Masons Software by off -line data management. You can Supply Chain Planning competition. We simplify the process INDUSTRY import and export pricing data, allow Pack Light Inventory Mgmt Suite- by off -line data management. You can www.datamasons.com • 866-575-1631 for customer specifi c pricing and load Forecasting, Inventory Mgmt, Purchase import and export pricing data, allow Vantage Point EDI for new customer deals. Order Planning, Vendor Lead Time for customer specifi c pricing and load Mgmt, Retail Store Planning and S&OP. new customer deals. Dynamics m-hance Data Masons helps companies lever- www.m-hance.com/sectors/distribution/ Wholesale Trade: m-hance age EDI into a competitive advantage +44 (0) 844 264 0932 www.m-hance.com/sectors/distribution/ by providing tight integration with Catchweights Non-durable Goods +44 (0) 844 264 0932 Dynamics, without customizations. Many items require quantities to be Arbela Technologies Returns Management Flintfox International Limited tracked in more than one unit of measure. www.arbelatech.com • 949-291-4777 Every distribution business wishes to We provide catchweight functionality Industry-Tailored Dynamics minimise the number of returns it has to in sales, purchasing and inventory www.fl intfox.com • 404-245-5116 AX Solutions handle.m-hance's Returns Management functions. TPM for Dynamics Suite With over 100 years of cumulative ERP module speeds up the handling of returns and improves operational control. Integrating Trade Promotion Management m-hance experience, we have tailored Dynamics processes into Dynamics. Sell-side and www.m-hance.com/sectors/distribution/ AX to fi t the specifi c needs of this m-hance Buy-side, advanced pricing, planning and +44 (0) 844 264 0932 industry. Gain from our experience www.m-hance.com/sectors/distribution/ execution of deals, promotions, rebates Returns Management and maximize the return on your AX +44 (0) 844 264 0932 and fees, plus settlement (deductions, Every distribution business wishes to investment. Catchweights claims, payments). minimise the number of returns it has to AXtension Many items require quantities to be handle.m-hance's Returns Management kCentric Technologies Inc www.AXtension.com • +3177 323 2622 tracked in more than one unit of measure. module speeds up the handling of re- We provide catchweight functionality AXtension Kitting turns and improves operational control. in sales, purchasing and inventory www.k-ecommerce.com Multiple items dynamically combined functions. 514-973-2510 ext. 226 into one product. k-eCommerce ecommerce solution B2C, B2B, customer service, SEO, CMS, seamless real time integration to Dynamics AX, GP, NAV, CRM, multilin- gual, multi-currency SaaS, On Premise.

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

44 CRMUG Magazine Horizontal

Analytics B arcode Data Collection Accountable Software www.accountable.com • 610-983-3100 Business Process Encore Business Solutions Dynamics SL Inquiry Management www.encorebusiness.com Reporting, lookups & inquiry of SL, 3rd Accountable Software party & custom data from inside of SL 888-898-4330 ext. 336 www.accountable.com • 610-983-3100 in an easy to use interface. Includes Project Tracking with ScanWorkX Dynamics SL Inquiry out-of-box reports, fi lters, sorting, Advanced Analytics www.scanworkx.com • 913-647-8640 Reporting, lookups & inquiry of SL, 3rd grouping. summaries, drill down to Streamline your COA’s. Record & report party & custom data from inside of SL NEW: ScanWorkX for source screens, & more. rev, expense & profi t by proj; against Dynamics AX in an easy to use interface. Includes budgets; over multiple yrs. Great Extend Dynamics AX to nearly any mo- out-of-box reports, fi lters, sorting, alternate to GP Proj. Acctg. bile device. More than 75 standard DAX grouping. summaries, drill down to functions with and without barcoding. source screens, & more. Custom transactions available. Client Strategy Group Altec www.csgax.com • 216-524-2574 Encore Business Solutions www.altec-inc.com • 800-997-9921 ext. 1255 Budgeting Dynamics AX Done Right! www.encorebusiness.com doc-link Integrated Document CSG has proven expertise in: AX 888-898-4330 ext. 336 Management Performance Tuning, Business Intelligence, Advanced SmartList Capture, workfl ow, route and archive and AX 2012 Upgrades. Enhanced analysis of SmartList data. with doc-link, Integrated Document Ad-hoc reports & queries on the fl y. deFacto Global, Inc. Management for Dynamics SL, AX, Sort, fi lter & re-order columns easily. GP and NAV. Sum groups of info fast. www.deFactoGlobal.com 203-894-1789 ext. 221 deFacto Global, Inc. Bottomline Technologies Kronos Incorporated deFacto Performance www.bottomline.com/TransformAP_ www.kronos.com • 800-225-1561 Management www.deFactoGlobal.com for_Sharepoint • 800-472-1321 Workforce Central® Suite Premier “All-in-One” Dynamics Financial 203-894-1789 ext. 221 Transform® AP Seamlessly integrates with Microsoft & Operational Budgeting, Forecasting, deFacto Performance SharePoint®-based AP automation solu- Dynamics to completely automate the Consolidation, Analysis and Reporting, Management tion for capture, approval workfl ow & essential timekeeping, human resources Excel/Web-based. Powerful, Aff ordable. Premier “All-in-One” Dynamics Financial reporting plus integration to Microsoft and fi nancial processes. & Operational Budgeting, Forecasting, Dynamics. Streamlines AP processes, Dynamic Budgets Consolidation, Analysis and Reporting, reduces processing costs & increases Total Dynamics Solutions, LLC www.dynamicbudgets.com • 720-515-1565 Excel/Web-based. Powerful, Aff ordable. visibility.

Dynamic Budgets HORIZONTAL Bottomline Technologies www.totaldynamicssolutions.com Budgeting/forecasting that deploys www.bottomline.com/Transform_Filer_ 612-276-5075 templates in < 2 hours. Direct export to GP, payroll, fi xed & variable alloca- for_Sharepoint • 800-472-1321 Enterprise Business Management Flexible Solutions tions, multi-company/currency, global Transform Filer for SharePoint Providing value-added analytical capa- www.GPReportsViewer.com variables, lookups (GL, A/P, A/R, AA, A powerful, easy-to-use document stor- bilities for Microsoft Dynamics. 212-254-4112 ext. 1 CRM, Project Cost. age and retrieval solution for SharePoint®. NEW: GP Reports Viewer Index and fi le paper or electronic docu- Asset Maintenance/ Easily and quickly print/email Crystal ments from any business application MRO/EAM and SRS reports directly from Dynamics with a single click. eRPortal Software Group LLC GP. Replace existing GP reports, link reports directly to GP and 3rd party Metafi le Information Systems, Inc. T3 Information Systems windows, pass parameters to reports www.erportalsoftware.com • 413-233-5404 www.fullcirclebudget.com • 202-419-5100 directly from fi elds in GP. www.metaviewer.com • 507-286-9232 eRPortal CMMS Software Suite Full Circle Budget MetaViewer Paperless ERP The eRPortal Software Group provides Simple and fl exible Excel-based bud- PrecisionPoint Software for Microsoft Dynamics high performance, web-enabled, Asset geting allowing users to quickly input www.precision-point.com • 650-375-2414 Enhance your AX, GP, NAV & SL solu- Management, Maintenance Management, budget amounts and process them PrecisionPoint - Business tions by adding integrated scanning, and Materials Tracking software solu- directly into GP or SL. Deploy in only Intelligence OCR, eInvoicing, workfl ow, and AP/AR tions for managing strategic assets a few hours and save time budgeting. Subscription based reporting and Automation. and operations. Total Dynamics Solutions, LLC analytics solution for Dynamics AX and NAV. A monitored and managed Check Printing Automation service with guaranteed deliverables. www.totaldynamicssolutions.com Bottomline Technologies mc² 612-276-5075 www.bottomline.com/createform_AX www.mc2software.com • 303-364-5959 Enterprise Business Management 800-472-1321 GP Agent Web based, interactive, & integrated S o l v e r Create!form® planning/budgeting for MS Dynamics. Schedule maintenance - checklists, Solver Complete document & payment automa- script statements, reconcile & more. www.solverusa.com • 310-691-5300 tion. Customize & deliver Dynamics AX Business Intelligence Solver - BI360 output, including MICR checks. Easily Banking Accountable Software Both Excel & Web-based Financial & reformat data, building "intelligent forms" Operational Reporting, Budgeting, for print, fax, email, archive or web. Strategic Solutions NW Dashboards, & a pre-confi gured Data www.getbizax.com • 503-924-3121 www.accountable.com • 610-983-3100 Warehouse w/ direct integration to Liaison Software Corp BizAX Dynamics Reporting Microsoft Dynamics. BizAX adds functionality to AX Financials. LIVE Dynamics Data in Excel, SSRS, www.liaisonsc.com • 714-543-9877 ext. 201 Lockbox, Positive Pay, & Bank Account SharePoint, Business Portal & the Web. Liaison Messenger DD Reconciliation. Simplifi es accounting Batch E-mail 128-bit encrypted Direct processes with easy set-up; multiple Total Dynamics Solutions, LLC Deposit Statements to Employees. transfer, encryption & fi le types; and automatic processing. www.totaldynamicssolutions.com 612-276-5075 Enterprise Business Management Providing value-added analytical capabilities for Microsoft Dynamics.

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

Winter 2013 45 Mekorma Equisys, Inc. Integrated Software, Inc. Experlogix, Inc. www.mekorma.com • 888-635-6762 www.equisys.com • 770-772-7201 www.isiusa.com • 321-984-1986 www.experlogix.com • 805-504-9729 ext. 707 Mekorma MICR Check Zetadocs for NAV Credit Card Authorization Experlogix Confi gurator Printing Zetadocs for NAV automates the capture, PCI validated. Token-based system for Microsoft Dynamics The most widely-used MICR check delivery, and storage of your fi nancial eliminates need to store sensitive credit CRM & ERP printing software for Dynamics GP - documents.Please visit our website card data. Handles all your credit card Experlogix Confi gurators meets the with Secure Approval Workfl ow. Print to learn how Zetadocs can streamline processing needs. Seemlessly integrated demands of today’s competitive mar- AP & Payroll checks on blank stock from your paper processes. with Sales Order Processing and Cash ketplace by simplifying the process of inside Dynamics GP. Great for managing Receipts. selling customized products, accelerat- multiple checkbooks. Fastpath Solutions, Inc ing proposal development times and Lanham Associates® increasing quote-to-order ratios. www.gofastpath.com • 515-276-1779 ext. 410 www.lanhamassoc.com • 678-379-4200 ext. 105 Fastpath Assure Credit Card www.checkfactory.com Sarbanes-Oxley segregation of duties CC transactions inside NAV w/Authorize. Trans-Micro, Inc. solution with built-in audit intelligence Net. PCI validated. Easy to mod. www.checkfactory.com • 800-749-2335 from certifi ed Auditors. Get the data your Auditors want - Fast! Nodus Technologies, Inc. Check Factory Visual Series www.nodus.com • 909-482-4701 Minisoft v5 for Dynamics GP and SL www.minisoft.com • 800-682-0200 Cost Accounting CRM Charge Check Factory® Visual Series is a MICR Secure eCheck & Credit Card Processing eDirect+ check and forms printing software solu- eDirect+ email marketing solution for Corporate Renaissance Group for both CRM online and on prem. tion designed to completely replace the transactional ecommerce, customer www.crgroup.com/crg_solutions.php need to purchase pre-printed checks Nodus Technologies, Inc. service, sales automation. Track open 613-232-4295 and forms. Check Factory works inside www.nodus.com • 909-482-4701 rates, web clicks,build web forms, design Cost Allocator Dynamics GP and SL. ePay Advantage marketing campaigns, customer surveys, Perform multi-level account allocations Online Billing & Payment Collection social media integration. using 1 of 4 methods: percentage values, for GP, PA-DSS certifi ed, view invoices, C ommissions fi xed amounts, cost drivers/measures, automated recurring payments, tokeni- or account balance. Integrates with zation, ecommerce integration. Dynamics GP, other ERP solutions or as a stand-alone system. Nodus Technologies, Inc. Visionary Software www.nodus.com • 909-482-4701 Consulting, Inc. EthoTech, Inc. m-hance Credit Card Advantage www.crm-rules.com • 877-276-1942 www.ethotech.com • 678-384-7500 ext. 1 www.m-hance.com/sectors/distribution/ Leading integrated eCheck, ACH & CRM Rules! for Microsoft Commission Plan +44 (0) 844 264 0932 Credit Card Processing for GP, PCI PA- Dynamics CRM 2011 Stop fi ghting with Excel spreadsheets Vendor Price Management DSS Certifi ed, tokenization optional Easily customize CRM forms by automati- & meaningless reports to calculate & A vital link in the distribution supply online bill pay & recurring payment. cally generating JScript code. pay commissions, bonuses, royalties, or chain is accurate tracking of vendor other types of compensation. Automate pricing. Support decisions in the buy- Strategic Solutions NW Data Integration your entire commission process right ing process, reduce admin costs and www.getbizax.com • 503-924-3121 inside of Dynamics GP. improve accuracy of cost of sales. BizAX BizAX adds functionality to AX Financials. Flaum Technologies Inc. Credit Card/Check Lockbox, Positive Pay, & Bank Account www.CommissionCalc.com Reconciliation. Simplifi es accounting 888-962-6667 ext. 24 Processing processes with easy set-up; multiple Admiral Consulting Group

HORIZONTAL CommissionCalc Azox, Inc. transfer, encryption & fi le types; and The practical way to automate "impos- www.admiral-west.com/solutions_ www.azox.com • 734-928-6010 automatic processing. sible" commission plans. Credit Card Extension activeconnect.html • 866-794-1275 ext. 101 PCI PA-DSS compliant credit card ActiveConnect Northlake Partners Customer Relationship Integrate data from your website, SQL www.TheNorthlakePartners.com • 425-773-9606 processing with ACH, eCheck, batch Management processing and ability to store credit Server, ODBC, or Excel up to 20x faster BluWare - Brokerage and more easily than with Integration card data off site with tokenization. Axonom & Commissions Manager, for less cost. Also send data www.axonom.com • 952-653-0400 Automate the calculation of Brokerage BGE, Inc. directly from Excel to Dynamics with a Powertrak for Microsoft & Commissions (including splits) from www.bgeinc.net • 877-656-8800 click of a button. Dynamics CRM sales orders. Create programs by date Green (Account) Payable Provides views and tools to manage range, item attributes, & customers and Most secure account payable via EFT, Alba Spectrum Corporation complex extended relationships. assign prices by units sold, weight sold, Multi-level approval, remittance info, www.albaspectrum.com • 773-384-9264 Posting Server GP or % of product $'s. email notifi cation. Support JPM format, Integrate seamlessly with GP. Automated GP posting utility optimized C ompliance for high transaction volume with support ClickDimensions for audit trails, email error notifi cation, Altec www.clickdimensions.com • 888-214-4228 Inter/cross-company transactions, batch Email Marketing and www.altec-inc.com • 800-997-9921 ext. 1255 ChargeLogic selection rules & 3rd party application Marketing Automation doc-link Integrated Document www.chargelogic.com • 877-292-2520 integration. ClickDimensions provides Email Management ChargeLogic Marketing, Web Tracking, Lead Scoring, appStrategy doc-link electronic document solutions The leading PCI validated credit card Social Discovery, Campaign Tracking, www.appstrategy.com • 269-345-3111 ext. 1 support compliance mandates. solution integrated with NAV. Landing Pages, Web Forms and Surveys. appCompass Suite Arbela Technologies Integrated Software, Inc. Integration & Migration solution for eBridge Software www.arbelatech.com • 949-291-4777 www.isiusa.com • 321-984-1986 Dynamics CRM, legacy, and cloud. Arbela Security Manager Check Processing eBridge Software Arbela’s Security Manager radically Electronic Check Processing integrated www.ebridgeconnections.com • 800-755-6921

simpliﬁ es managing security, and en- with SOP and Cash Receipts. eBridge for CRM ables you to concentrate more on your Web-based solution integrates your www.ebridgeconnections.com • 800-755-6921 investment in Dynamics AX rather than EDI, webstore or SCM data. eBridge Integration Solution spending countless hours securing it. Web-based solution integrates your EDI, webstore, SCM, CRM systems.

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

46 CRMUG Magazine Encore Business Solutions Beck Consulting EthoTech, Inc. V-Technologies, LLC www.encorebusiness.com www.BeckConsulting.com www.ethotech.com • 678-384-7500 ext. 1 www.vtechnologies.com • 800-462-4016 888-898-4330 ext. 336 800-455-1970 ext. 110 Next Numeric Collection StarShip Shipping Software Project Tracking with NEW: bcEDI Auto-generate your master record IDs Integrated shipping for small parcel Advanced Analytics bcEDI enables seamless data interchange (i.e. Customers, Vendors, Items, Fixed and LTL; supports UPS, FedEx, DHL, Streamline your COA’s. Record & report between you and trading partners Assets, etc.); as well as transaction USPS (Endicia), OnTrac, Freightquote, rev, expense & profi t by proj; against without translation software. Built batch IDs. YRC and more. budgets; over multiple yrs. Great specifi cally to make the EDI process in KTL Solutions, Inc. WilloWare, Inc. alternate to GP Proj. Acctg. NAV easy to manage and cost effi cient www.ktlsolutions.com • 866-960-0001 www.willoware.com • 888-339-4556 ext. 1 to deploy. Keelio Software KTL SOP Advanced Distribution Dynamics GP PowerPack www.keelio.com • 651-356-5342 Allows you to dynamically defi ne where Over 80 Enhancements to GP, based Dynamics GP SSIS Toolkit each segment of the account comes upon customer requests. Enhances Highly fl exible Dynamics GP integration Beck Consulting from either the customer, vendor item, virtually every part of the GP System. tool built upon Microsoft SSIS. http://bcpacknship.com/ system, static, or payment terms. Make GP more intuitive, easier to use! 800-456-1970 ext. 110 nChannel Document Management www.nchannel.com • 800-406-8217 ext. 300 NEW: bcPackNShip Multi-Channel bcPacknShip is the easiest and most Management Platform effi cient way to ship via UPS, FedEx Lanham Associates® www.lanhamassoc.com • 678-379-4200 ext. 105 Connect existing ERP, ecommerce, and and USPS. Packaging details are stored POS systems in minutes! Cloud-based in NAV in a fully EDI compliant format; Supply Chain Solutions solution for distributors, suppliers and UCC labels can be designed and printed High quality Supply Chain solutions retailers managing many systems to directly from NAV. built inside NAV: Shipping, Forecasting/ support sales channels and drop ship Replenishment, WMS & EDI Compliance. Altec programs. Free 30 day trial. More than 1700 companies live. www.altec-inc.com • 800-997-9921 ext. 1255 doc-link Integrated Document Scribe Software m-hance Management www.m-hance.com/sectors/distribution/ Blue Horseshoe Capture, workfl ow, route and archive +44 (0) 844 264 0932 www.scribesoft.com • 603-622-5109 www.supplychaindynamicsax.com with doc-link, Integrated Document Trade Counter Scribe Insight 317-573-2583 Management for Dynamics SL, AX, For those companies who off er a self Data migration & data integration for Supply Chain Suite for GP and NAV. collection service or a cash sales counter MS Dynamics and legacy systems. Dynamics AX in addition to delivered trade there is Unlike other solutions, Supply Chain often a need to enter orders and take Scribe Software Suite embeds industry-specifi c func- www.scribesoft.com/online • 603-622-5109 payment at their premises or warehouse. AXtension

tionality directly into the business HORIZONTAL Scribe Online www.AXtension.com • +3177 323 2622 layer of Dynamic AX’s architecture. m-hance Data integration for MS Dynamics CRM AXtension Enterprise Content Increase revenue, profi t margins and www.m-hance.com/sectors/distribution/ 2011 online, hosted and on premise. Management asset utilization. +44 (0) 844 264 0932 The power of SharePoint integrated Vehicle Load Planning Blue Moon Industries into Microsoft Dynamics AX. Eff ective use of a vehicle fl eet demands www.bluemoonisv.com • 401-276-9000 S o l v e r the ability to organise deliveries quickly Advanced Fulfi llment Bottomline Technologies and easily based on known routes, Solver Powered by Visual Warehouse - Automate www.bottomline.com/Transform_Filer_ product weights and vehicle capacities. www.solverusa.com • 310-691-5300 ASN, Invoicing, & Order Desk. for_Sharepoint • 800-472-1321 Transform Filer for SharePoint Solver - BI360 Nodus Technologies, Inc. Blue Moon Industries A powerful, easy-to-use document stor- Both Excel & Web-based Financial & www.nodus.com • 909-482-4701 www.bluemoonisv.com • 401-276-9000 age and retrieval solution for SharePoint®. Operational Reporting, Budgeting, Retail Advantage Freight Matrix Index and fi le paper or electronic docu- Dashboards, & a pre-confi gured Data Integrates RMS with GP, optional ecom- Provides the capability to defi ne your ments from any business application Warehouse w/ direct integration to merce for multi-channel retailing. Microsoft Dynamics. own freight charge schedules. with a single click. Northlake Partners Blue Moon Industries www.TheNorthlakePartners.com • 425-773-9606 Distribution www.bluemoonisv.com • 401-276-9000 BluWare - Logistics Management Chargeback Processing Arbela Technologies Schedule 'loads', keep delivery info, & Provides deductions management Bottomline Technologies www.arbelatech.com • 949-291-4777 track performance for Fleet, TL, & LTL capability for cash receipts processing. www.bottomline.com/createform_AX Arbela Technologies shipments. Assign orders to loads & 800-472-1321 With over 100 years of cumulative ERP Blue Moon Industries update them w/BOL, Waybill, & other Create!form® experience, we have tailored Dynamics www.bluemoonisv.com • 401-276-9000 ship info. Print shipping paperwork by Complete document & payment automa- AX to fi t the specifi c needs of this Advanced BOM load or single order. tion. Customize & deliver Dynamics AX industry. Gain from our experience Ability to associate sale order/assembly output, including MICR checks. Easily RockySoft and maximize the return on your AX & PO/assembly & disassembly. reformat data, building "intelligent forms" www.RockySoft.com • 970-493-0868 ext. 105 investment. for print, fax, email, archive or web. Blue Moon Industries Inventory Management and www.bluemoonisv.com • 401-276-9000 Supply Chain Planning Computer Information SOP Auto Invoice Pack Light Inventory Mgmt Suite- Enterprises Adds automatic sales order transfer, Forecasting, Inventory Mgmt, Purchase www.compinfo.com • 949-263-0910 invoice printing & posting to SOP. Order Planning, Vendor Lead Time ImageLink ASC Software Mgmt, Retail Store Planning and S&OP. www.ascsoftware.com • 937-429-1428 ImageLink is a seamless, fully integrated Blue Moon Industries document management solution de- ASCTrac www.bluemoonisv.com • 401-276-9000 ScanWorkX Award winning, scalable Warehouse www.scanworkx.com • 913-647-8640 signed for users of Microsoft Dynamics Container Management SL and Microsoft Dynamics GP who Management Solutions & MFG operations. NEW: ScanWorkX for Enter manifests, receive FOB, track desire to reduce the amount of paper Dynamics AX goods in transit. within their organization. Extend Dynamics AX to nearly any mobile device. More than 75 standard DAX functions with and without barcoding. Custom transactions available.

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

Winter 2013 47

Datahaven for Dynamics www.datahaven4dynamics.com • 757-222-2000 Datahaven for Dynamics Computer Pundits Corporation

Datahaven is the only scanning, OCR, Data Masons Software and workfl ow solution natively embed- www.eCommerce21.com • 888-786-3487 ded—not simply integrated—throughout Minisoft eCommerce21® www.datamasons.com • 866-575-1631 the Microsoft Dynamics user experience www.minisoft.com • 800-682-0200 Patented B2B and B2C database driven Vantage Point EDI for and available to non-Dynamics users eFORMz eCommerce, fully integrated with Dynamics from Microsoft Outlook. eFORMz is a next generation electronic Dynamics, for automated production of Data Masons helps companies lever- forms solution. Produce packing lists, Web Storefront with intuitive navigation, age EDI into a competitive advantage shippings labels, barcodes, customs SEO and full Shopping Cart for easier by providing tight integration with doc, checks, POs. Go paperless and sales from your website. Dynamics, without customizations. email forms in PDF. Archiving, Fax and Equisys, Inc. Document Workfl ow included. eBridge Software www.equisys.com • 770-772-7201 Zetadocs for NAV www.ebridgeconnections.com • 800-755-6921 Zetadocs for NAV automates the capture, eBridge for E-Commerce DiCentral delivery, and storage of your fi nancial Integration with all webstores incl. www.dicentral.com • 281-480-1121 ext. 153 documents.Please visit our website PaperSavePro eBay, Amazon, AspDotNetStorefront+. EDI Integration with to learn how Zetadocs can streamline www.PaperSavePro.com • 877-727-3799 Microsoft Dynamics your paper processes. PaperSavePro DiCentral's DiIntegrator is an advanced, PaperSavePro™ is a Certifi ed for Microsoft hosted solution, to instantly become Dynamics document management kCentric Technologies Inc EDI compliant with your trading partner and electronic workfl ow solution that community, and to seamlessly integrate eliminates inherent risks and ineffi cien- www.k-ecommerce.com data with Microsoft Dynamics GP, AX, cies associated with paper. 514-973-2510 ext. 226 NAV, and SL. Esker Inc k-eCommerce ecommerce solution eBridge Software www.esker.com • 800-368-5283 D rop Ship Management B2C, B2B, customer service, SEO, CMS, NEW: Document Process seamless real time integration to Automation Dynamics AX, GP, NAV, CRM, multilin- www.ebridgeconnections.com • 800-755-6921 Addressing processes like accounts gual, multi-currency SaaS, On Premise. eBridge for EDI payable, accounts receivable, and sales nChannel Web-based EDI solution eliminates Minisoft order processing, Esker solutions enable www.nchannel.com • 800-406-8217 ext. 300 transaction fees - low monthly fees. www.minisoft.com • 800-682-0200 companies to automate the reception, Multi-Channel eDirect+ processing and sending of documents Management Platform eDirect+ email marketing solution for with one platform. Connect existing ERP, ecommerce, and transactional ecommerce, customer POS systems in minutes! Cloud-based service, sales automation. Track open solution for distributors, suppliers and HighJump TrueCommerce EDI rates, web clicks,build web forms, design retailers managing many systems to Solutions ImageTag, Inc. marketing campaigns, customer surveys, support sales channels and drop ship www.highjump.com/truecommerce www.imagetag.com • 480-753-9300 social media integration. programs. Free 30 day trial. 724-940-5520 ext. 335 KwikTag Document Capture HighJump TrueCommerce & Workfl ow for Dynamics Nodus Technologies, Inc. E -commerce www.nodus.com • 909-482-4701 EDI Solutions Powerful. Practical. Proven. More choose HighJump TrueCommerce EDI makes HORIZONTAL eStore Solution Stack KwikTag's document & case mgmt. Fully featured B2B/B2C, integrated EDI painless with an end-to-end solution E-Commerce with GP, zero-touch SOP. that is easy to use, robust, and aff ordable. TrueCommerce EDI is a Microsoft Avalara, Inc. E DI Gold Certifi ed Partner and certifi ed for Liaison Software Corp Microsoft Dynamics GP. www.avalara.com • 877-780-4848 AIM Computer Solutions, Inc. www.liaisonsc.com • 714-543-9877 ext. 201 AvaTax for Sales Tax Isis, Inc.

Liaison Messenger EDD Automation www.isissoftware.com/enha/isis_sl_ www.aimcom.com/Autosys.htm • 586-439-0300 Batch print, e-mail, fax, ftp, convert, expanded_master_info.aspx • 804-762-4200 Automate and eliminate the complex- AIM Vision AutoSys burst, collate, route, all Forms, EFTs, ity of sales tax management with 401K Data Interchange EDI, AIAG barcode labels, Demand Mgmt, Direct Deposits, and Reports to custom- AvaTax. A cloud-based sales and use Transmit your 401K collection data Release Acctg., MMOG-LE/TS16949. ers, vendors, employees, etc directly tax calculation, exemption certifi cate from Payroll electronically to your from Microsoft Dynamics. Supports management, fi lling and remittance investment bank. SSRS,Crystal, & Dexterity. solution for Microsoft Dynamics. Isis, Inc. Beck Consulting www.isissoftware.com/enha/isis_sl_ Azox, Inc. www.azox.com • 734-928-6010 www.BeckConsulting.com positive_pay.aspx • 804-762-4200 eSource B2B and B2C 800-455-1970 ext. 110 Positive Pay Metafi le Information Systems, Inc. Integrated B2B & B2C web stores with NEW: bcEDI Perform Positive Pay from Accounts built-in CMS, SEO, and web parts. bcEDI enables seamless data interchange Payable and Payroll to your issuing bank. www.metaviewer.com • 507-286-9232 between you and trading partners MetaViewer Paperless ERP Azox, Inc. without translation software. Built for Microsoft Dynamics www.azox.com • 734-928-6010 specifi cally to make the EDI process in eSource Sales Portal Enhance your AX, GP, NAV & SL solu- NAV easy to manage and cost effi cient Lanham Associates® Online quote/order entry, view account tions by adding integrated scanning, to deploy. www.lanhamassoc.com • 678-379-4200 ext. 105 OCR, eInvoicing, workfl ow, and AP/AR history & print/pay invoices. Business Systems Integrators ACE - Advanced Automation. Commerce ERP

www.BSIEDI.com • 866-871-2097 EDI, ASN, Ship/Carrier Manifest, Labels, EDI Bar-Coding, TP Compliance, WMS, Fcst ChargeLogic & Replenishment. Highest quality in www.chargelogic.com • 877-292-2520 BSI provides superior EDI solutions for AX & GP, both on-premise & SaaS. one total solution rather than 7 dispa- ChargeLogic Connect rate ones. 88,000+ users worldwide. Leading cloud-based service that con- Unprecidented visibility. nects your e-commerce site to NAV.

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

48 CRMUG Magazine Lanham Associates® m-hance F ield Service Management www.lanhamassoc.com • 678-379-4200 ext. 105 www.m-hance.com • +44(0)844 264 0932 EDI VAN Active Documents for Open Door Technology Lanham can be your one EDI stop, but Sales and Purchasing Infi nia Business Technology we won't lock you in. Full function. Email singular or bulk remittances, www.opendoor.ca • 403-777-2410 www.ExcelIntegrator.com • 260-485-0665 Fair Price. statements, SOP & POP docs directly TaskMaster Mobility Solution Infi nia Integrator GL from Dynamics GP. Also enables RE- Increase productivity and generate rapid Allow users to copy and paste journal Electronic Document PRINTING of remittances. ROI with workfl ow driven processes for entries from Excel to Dynamics GP. Delivery (Email)/Faxing Minisoft any industry or fi eld application. Enable real-time information exchange with HR Management Accounting System Integrators www.minisoft.com • 800-682-0200 eFORMz a mobile workforce and ERP system www.asillc.com • 203-239-7740 through mobile devices. Corporate Renaissance Group eMail for Solomon eFORMz is a next generation electronic www.crgroup.com/crg_solutions.php forms solution. Produce packing lists, 613-232-4295 Easily eMail documents from Fixed Assets AR,OM,Flexible Billing,PO,SS. Flexible. shippings labels, barcodes, customs emPerform doc, checks, POs. Go paperless and Computer Productivity emPerform is an easy-to-use, web- Altec email forms in PDF. Archiving, Fax and Services Inc. based appraisal system that integrates www.altec-inc.com • 800-997-9921 ext. 1255 Document Workfl ow included. http://cps.fi nancial.offi celive.com/ employee reviews, goal management, doc-link Integrated Document succession planning, compensation Management WirelessFixedAssetCount.aspx • 905-847-7746 E lectronic Signatures CPS - Wireless Fixed Asset management, 360 multi-rater feedback, Capture, workfl ow, route and archive Physical Count and Create unlimited web surveys and reporting. with doc-link, Integrated Document AssureSign LLC Count or create fi xed assets with a Management for Dynamics SL, AX, wireless scanner. $3500. GP and NAV. www.assuresign.com • 407-670-0400 AssureSign Electronic HR Services Inc.

Signature Software www.mystaffi ngpro.com • 800-939-2462 Integrated cloud or on-premise enterprise myStaffi ngPro Applicant Panatrack, Inc. Bottomline Technologies class Electronic Signatures. Tracking System www.panatrack.com • 262-646-3590 ext. 112 www.bottomline.com/createform_AX Recruiting software to qualify applicants. PanatrackerGP for Fixed Assets 800-472-1321 Expense Solutions track jobs, and select hires. Create!form® Bar Code data capture extending GP Alba Spectrum Corporation Fixed Asset module to manage assets. ImageTag, Inc. Complete document & payment automa- www.albaspectrum.com • 773.384.9264 www.imagetag.com • 480-753-9300 tion. Customize & deliver Dynamics AX Credit Card Expense Manager KwikTag Document Capture output, including MICR checks. Easily General Ledger Imports credit card activity data & & Workfl ow for Dynamics reformat data, building "intelligent forms" generates GL entries, Bank entries & AP Powerful. Practical. Proven. More choose HORIZONTAL for print, fax, email, archive or web. vouchers. E-mail options and Employee KwikTag's document & case mgmt. Datahaven for Dynamics Web Portal for expense categories assignment. Integrity Data www.datahaven4dynamics.com • 757-222-2000 www.integrity-data.com Datahaven for Dynamics DynamicPoint 217-732-3737 ext. 0203 Datahaven is the only scanning, OCR, www.dynamicpoint.com • 562-726-4396 Admiral Consulting Group HR & Payroll Enhancements and workfl ow solution natively embed- SharePoint Expense www.admiral-west.com/advancedallocations/ for Dynamics GP ded—not simply integrated—throughout Reimbursement Solution index.html • 866-794-1275 ext. 101 Proven solutions for US HR & Payroll the Microsoft Dynamics user experience Exclusively for Microsoft Dynamics Advanced Allocations including leave management, budgeting and available to non-Dynamics users One Time Cost and No Per User Fees. for Dynamics GP and managing FTE’s, and more! from Microsoft Outlook. Leverage DynamicPoint's SharePoint You can easily allocate entire depart- Product at a fraction of alternative ments, perform tiered allocations, and JAT Computer Consulting, Inc. solution costs to eff ectively integrate even allocate transactions. Advanced www.jatnet.com/JPI.htm and streamline employee expense Allocations also allows you to preview 888-525-8874 ext. 462 Equisys, Inc. reimbursement with Dynamics. allocation entries before committing JAT Payroll Interface (JPI) www.equisys.com • 770-772-7201 them to your ledger. JPI is a bi-directional integration linking Zetadocs for NAV GP HRM and ADP payroll. Alba Spectrum Corporation Zetadocs for NAV automates the capture, www.albaspectrum.com • 773-384-9264 delivery, and storage of your fi nancial Alba Financial Utilities Joesoftware Inc. documents.Please visit our website Cross-Company control of segment & to learn how Zetadocs can streamline www.joesoftware.com • 780-990-0220 Kronos Incorporated account descriptions; Historical Journal www.kronos.com • 800-225-1561 your paper processes. Spencer Entry to any closed year; Advanced Workforce Central® Suite Easy, confi gurable, web-based expense Customer Merge (see separate entry). tracking system. Seamlessly drive Payables Seamlessly integrates with Microsoft Dynamics to completely automate the or Project Accounting. Credit card inte- Alba Spectrum Corporation essential timekeeping, human resources Liaison Software Corp gration, workfl ow, multi-currency, VAT www.albaspectrum.com • 773-384-9264 and fi nancial processes. support, electronic receipts and more. Advanced Customer Merge www.liaisonsc.com • 714-543-9877 ext. 201 Provides a workfl ow-oriented solution Paramount Technologies Liaison Messenger EDD to merging customers in large data-

Batch print, e-mail, fax, ftp, convert, bases. A ‘provisional’ merge is used for Professional Advantage burst, collate, route, all Forms, EFTs, www.paramounttechnologies.com review and approval. The fi nal merge 248-960-0909 www.profad.com • 701-235-2363 Direct Deposits, and Reports to custom- physically transfers transactions to the 1Staff for Microsoft Dynamics ers, vendors, employees, etc directly WorkPlace Expense primary customer. Integrates web submission of expense 1Staff provides an end-to-end solution from Microsoft Dynamics. Supports for staffi ng organizations from resume SSRS,Crystal, & Dexterity. reports, automatic routing, fraud de- Corporate Renaissance Group tection, and electronic approvals of www.crgroup.com/crg_solutions.php parsing to generating fi nancial state- individual line-item expenses. 613-232-4295 ments. One solution your sales, recruiters AA Tools for Analytical Accounting and fi nancial staff can all use. AA Tools has 4 modules (AA Backfi ller, AA Changer, AA SegmentConverter, AA Cubes) to manage the data in AA. Backfi ll AA data, change AA codes, convert GL segments to AA Dimensions, and complete analytics. KEY: Axapta Great Plains Navision Solomon Customer Relationship Management Retail Management System Point of Sale

Winter 2013 49 Inter-company Northlake Partners Lanham Associates® www.TheNorthlakePartners.com • 425-773-9606 www.lanhamassoc.com • 678-379-4200 ext. 105 Processing BluWare - Item Management AFP (Advanced Forecasting Corporate Renaissance Group Confi gure unlimited item attributes to and Procurement) for ScanWorkX www.crgroup.com/combiner.php • 613-232-4295 extend BI and automate promotions, Manufacturing www.scanworkx.com • 913-647-8640 Company Combiner commissions, & freight charges. Manage Enables just-in-time production pur- NEW: ScanWorkX for With Company Combiner, multiple Catch Weight items & display separate chasing via comparing component Dynamics AX companies with the same chart of ac- UOM's for an item's unit, weight, & price time-phased demand to dynamic Extend Dynamics AX to nearly any mo- counts can be combined into a single UOM in sales order. vendor lead-time. Inventory items as bile device. More than 75 standard DAX components or supply them as products functions with and without barcoding. company. Organizations are able to Panatrack, Inc. for customers. Gain visibility & control. Custom transactions available. manage all of the companies setup in www.panatrack.com • 262-646-3590 ext. 112 Dynamics GP from a single company. PanatrackerGP Mobile Sales Lanham Associates® Invoicing Enhancement mc² Adding mobility to sales transaction www.lanhamassoc.com • 678-379-4200 ext. 105 www.mc2software.com • 303-364-5959 processing for Dynamics GP. AFP (Advanced Forecasting and Ariett Business Solutions, Inc. Procurement) for Distribution Advanced Intercompany Panatrack, Inc. Best fi t forecasting & multi-site replen- Transactions www.ariett.com • 781-826-1120 www.panatrack.com • 262-646-3590 ext. 112 ishment solution with DRP, collabora- Inter- and intra- company solution for Ariett Travel, Expense & PanatrackerGP for tion, promotions, drill down visibility GL, PM, RM, POP, PR, BR, and IV. AP Invoice Automation Inventory Management & multiple rollup views. Adding bar code data capture to GP to Pre-travel Approval, Automated Expense I nventory Enhancement capture inventory transactions at the m-hance Reporting with Credit Card Integration & point of activity. www.m-hance.com/sectors/distribution/ AP Invoice Automation. With Document AIM Computer Solutions, Inc. management and mobile apps. www.rapidtrak.net • 586-439-0300 +44 (0) 844 264 0932 WilloWare, Inc. Inter-site Transfers RapidTrak AXtension www.willoware.com • 888-339-4556 ext. 1 In a multi-site distribution company Web based wireless material tracking; www.AXtension.com • +3177 323 2622 CompleteCount this can be critical to operational ef- user-defi ned commands; alerts. AXtension Invoice Processing Controlled cycle counts in GP using fectiveness. Control and automate Optimized accounts payable invoice stock tags. Print tags, ensure accuracy, re-distribution of stock from a central Blue Moon Industries processing. www.bluemoonisv.com • 401-276-9000 minimize downtime. Now with ExcelLink- warehouse to depots or adhoc move- export/import to CSV fi les. Advanced BOM ments from one site to another. Azox, Inc. Ability to associate sale order/assembly www.azox.com • 734-928-6010 WilloWare, Inc. m-hance & PO/assembly & disassembly. Online Bill Pay Bundle www.willoware.com • 888-339-4556 ext. 1 www.m-hance.com/sectors/distribution/ Pay invoices by ACH or credit card Lot Extensions +44 (0) 844 264 0932 Blue Moon Industries securely from your website/web store. www.bluemoonisv.com • 401-276-9000 Adds an unlimited number of user- Unit of Measure Management Quality Count defi ned Lot Attributes. Users need to look at sales performance

Provides the most robust and complete in one consolidating unit, perhaps ton- physical inventory functionality. I nventory Management nage, litres or cases; regardless of how products come packaged; by the pallet, Bottomline Technologies Absolute Value Computer Productivity case, carton or individually. www.bottomline.com/TransformAP_ Services Inc. www.absolutevalue-us.com • 678-389-7289 for_Sharepoint • 800-472-1321 www.cps.fi nancial.offi celive.com/ Absolute Value/Lanham m-hance Transform® AP Inventory.aspx • 905-847-7746 Associates www.m-hance.com/sectors/distribution/ SharePoint®-based AP automation solu- Best-fi t formula, demand forecasting +44 (0) 844 264 0932 tion for capture, approval workfl ow & HORIZONTAL CPS - Wireless Inventory Physical Count & multisite replenishment solution Advanced Inventory reporting plus integration to Microsoft State of the Art count and adjust inven- with DRP, collaboration, hub & spoke, Replenishment Dynamics. Streamlines AP processes, tory by class/site. $3500. drill down visibility. On-demand and One of the critical measures of success reduces processing costs & increases on-premise. Reduce inventory levels for any distribution company is the visibility. Computer Productivity and improve customer service. ability to eff ectively balance inventory Services Inc. investment and customer service levels. Alba Spectrum Corporation www.cps.fi nancial.offi celive.com/ Reduce stock, improve customer service www.albaspectrum.com • 773-384-9264 WirelessReceiving.aspx • 905-847-7746 and reduce admin. Alba360 Matrix Inventory Encore Business Solutions CPS - Wireless Receiving, Manage apparel or any inventory defi ned www.encorebusiness.com Adjustments and Transfers by groups of attributes. Defi ne items by 888-898-4330 ext. 336 State of the Art Wireless Receiving, attribute types & pricing by attribute Recurring Contract Billing Adjustments and Transfers. $3500. value. Transaction entry via item grids Panatrack, Inc. Automate cyclical billing processes & Computer Productivity in SOP & POP. Fully compatible with GP. www.panatrack.com • 262-646-3590 ext. 112 improve cust. & contract mgmt. Auto- Services Inc. PanatrackerGP for generate scheduled invoices reducing ASC Software Inventory Management www.cps.fi nancial.offi celive.com/BarCode.aspx billing & invoicing time. www.ascsoftware.com • 937-429-1428 Adding bar code data capture to GP to 905-847-7746 ASCTrac CPS - UPC Code Generator capture inventory transactions at the Award winning, scalable Warehouse point of activity. Automatically Create UPC codes for Management Solutions & MFG operations. inventory items. $1000. RockySoft Equisys, Inc. FASCOR www.equisys.com • 770-772-7201 m-hance www.RockySoft.com • 970-493-0868 ext. 105 www.fascor.com • 513-421-1777 ext. 103 Inventory Management and Zetadocs for NAV www.m-hance.com/sectors/distribution/ FASCOR WMS Supply Chain Planning Zetadocs for NAV automates the capture, +44 (0) 844 264 0932 Trusted solutions for Warehouse and delivery, and storage of your fi nancial Advanced Inventory Pack Light Inventory Mgmt Suite- Transportation Management with in- Forecasting, Inventory Mgmt, Purchase documents.Please visit our website to Replenishment dustry leading integration to Dynamics learn how Zetadocs can streamline your One of the critical measures of success Order Planning, Vendor Lead Time GP. Fully integrated, the FASCOR WMS Mgmt, Retail Store Planning and S&OP. paper processes. for any distribution company is the delivers Tier 1 functionality for all size ability to eff ectively balance inventory companies. ImageTag, Inc. investment and customer service levels. www.imagetag.com • 480-753-9300 Reduce stock, improve customer service KwikTag Document Capture and reduce admin. & Workfl ow for Dynamics Powerful. Practical. Proven. More choose KwikTag's document & case mgmt.

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

50 CRMUG Magazine Isis, Inc. M anufacturing SalesFUSION, Inc. Avalara, Inc. www.isissoftware.com/enha/isis_sl_ www.salesfusiion.com • 800-558-1760 www.avalara.com • 877-780-4848 Enhancement ar_collections.aspx • 804-762-4200 SalesFUSION360 NEW: AvaTax 1099 AR Collections Arbela Technologies SalesFUSION360 is a marketing software AvaTax 1099 provides Accounts Payable Automate your AR Collections securely www.arbelatech.com • 949-291-4777 that provides email, web tracking, lead departments with a turnkey solution and track all history. Track and report Industry-Tailored Dynamics management & landing pages and lead to annual 1099 reporting. The web- your collectors work. Scales from 1 AX Solutions nurturing for Dynamics CRM. based solution provides real-time TIN collector to 1000's. With over 100 years of cumulative ERP verifi cation, built in W-9 and B-Notice M igrations remediation processing. Nodus Technologies, Inc. experience, we have tailored Dynamics AX to fi t the specifi c needs of this www.nodus.com • 909-482-4701 appStrategy BGE, Inc. industry. Gain from our experience ePay Advantage www.appstrategy.com • 269-345-3111 ext. 1 www.bgeinc.net • 877-656-8800 and maximize the return on your AX Online Billing & Payment Collection appCompass Suite Green (Account) Payable investment. for GP, PA-DSS certifi ed, view invoices, Integration & Migration solution for Most secure account payable via EFT, automated recurring payments, tokeni- Dynamics CRM, legacy, and cloud. Multi-level approval, remittance info, zation, ecommerce integration. email notifi cation. Support JPM format, M obility Integrate seamlessly with GP. Paramount Technologies Cincom Systems, Inc acquire.cincom.com • 800-224-6266 Axonom Bottomline Technologies www.paramounttechnologies.com Cincom Acquire www.axonom.com • 952-653-0400 www.bottomline.com/TransformAP_ 248-960-0909 Close deals 80% faster! Smart confi gure, Powertrak for Tablets for_Sharepoint • 800-472-1321 WorkPlace Invoice price, quote solution leveraging the Mobile CRM, Time & Billing, Quote & Transform® AP Automation familiar Microsoft stack for a simple, Product Confi gurator, and Surveys. SharePoint®-based AP automation Integrated Invoice Automation Solution dynamic user experience. solution for capture, approval work- for your electronic approvals, check NAV and CRM Integration fl ow & reporting plus integration to request & invoice matching needs. Horizons International Microsoft Dynamics. Streamlines AP www.hzs.com • 800-287-8014 ext. 811 SalesFUSION, Inc. processes, reduces processing costs J ob Costing Quality Essentials Suite www.salesfusiion.com • 800-558-1760 & increases visibility. Quality Mgt. System off ers decimal preci- SalesFUSION360 JOVACO Solutions Inc. sion, cert. of analysis, non-conformance, SalesFUSION360 is a marketing software www.jovaco..com • 888-988-3535 ext. 117 material holds, reporting, data export. that provides email, web tracking, lead JOVACO Project Suite Integrated to Dynamics, Horizons management & landing pages and lead Project accounting for professional ser- Manufacturing, also non-integrated nurturing for Dynamics CRM. vice fi rms to manage projects through application avail. Esker Inc web-based time & expense and resource www.esker.com • 800-368-5283 WilloWare, Inc. O nline/Electronic mgmt modules. Top features: extensive Business Services NEW: Document Process HORIZONTAL reporting, multi-company & inter- www.willoware.com • 888-339-4556 ext. 1 Commodity Surcharge Automation departmental capabilities. Blue Moon Industries Addressing processes like accounts Tracks the spot price of commodities, www.bluemoonisv.com • 401-276-9000 Sierra Workforce Solutions payable, accounts receivable, and sales adds surcharge during invoicing to cover Invoice Cloud for Dynamics GP diff erence in the spot price between order processing, Esker solutions enable Provides online invoice processing companies to automate the reception, www.sierraws.com • 800-822-0973 quote date and invoice date. branded for each billing entity. Sierra Workforce Solutions processing and sending of documents WilloWare, Inc. with one platform. Time & labor management solutions P ayables Enhancement optimizing productivity and data in- www.willoware.com • 888-339-4556 ext. 1 LeanMFG tegration for payroll, HR & job costing using biometrics, badge, WEB or PC Complete manufacturing suite for based time clocks. Includes employee smaller GP manufacturers, or those Infi nia Business Technology manager self service. whose processes include Disassembly, www.ExcelIntegrator.com • 260-485-0665 Batch, or Multi-product production. Infi nia Integrator AP L abeling Allow users to copy & paste Payables Altec transactions from Excel to Dynamics Computer Productivity www.altec-inc.com • 800-997-9921 ext. 1255 Services Inc. doc-link Integrated Document Isis, Inc. www.cps.fi nancial.offi celive.com/ WilloWare, Inc. Management www.isissoftware.com/enha/isis_sl_ BarCode.aspx • 905-847-7746 www.willoware.com • 888-339-4556 ext. 1 Capture, workfl ow, route and archive positive_pay.aspx • 804-762-4200 CPS - Bar Code Label Manufacturing PowerPack with doc-link, Integrated Document Positive Pay Application for POP, SOP, A suite of enhancements for GP Management for Dynamics SL, AX, Perform Positive Pay from Accounts Inventory and Fixed Assets Manufacturing. Tighter integration GP and NAV. Payable and Payroll to your issuing bank. Generate Labels for an entire transac- and added functionality between GP tion with a single click. $1500. Core Modules and Manufacturing. Lanham Associates® Marketing Automation www.lanhamassoc.com • 678-379-4200 ext. 105 Ariett Business Solutions, Inc. Isis, Inc. NEW: E-Ship Label Formatter www.isissoftware.com/enha/isis_sl_ Formats customized and carrier labels Marketing Power For Dynamics CRM www.ariett.com • 781-826-1120 apar_refunds.aspx • 804-762-4200 inside the shipping system. CoreMotives, a Silverpop Ariett Travel, Expense & AP-AR Refunds company AP Invoice Automation Save time by generating refunds be- WilloWare, Inc. www.coremotives.com • 770-916-6485 Pre-travel Approval, Automated Expense tween Accounts Payable and Accounts www.willoware.com • 888-339-4556 ext. 1 CoreMotives Marketing Suite Reporting with Credit Card Integration & Receivable or bring balances to zero. LabelLink Marketing power for 1,300+ Microsoft AP Invoice Automation. With Document Print to barcode label printers from KTL Solutions, Inc. Dynamics CRM organizations: Email management and mobile apps. inside GP. Unlimited label formats. www.ktlsolutions.com • 866-960-0001 marketing - Lead scoring - Web track- KTL FastAP ing - Event management - Web capture Brings distribution window and pay- forms - Surveys. ment terms directly to the 1st screen.

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

Winter 2013 51 Liaison Software Corp DynamicPoint

www.dynamicpoint.com • 562-726-4396 www.liaisonsc.com • 714-543-9877 ext. 201 SharePoint Procurement Liaison Messenger EFT Infi nia Business Technology Sierra Workforce Solutions Management Solution Exclusively Automate the batch e-mail and faxing www.ExcelIntegrator.com • 260-485-0665 for Microsoft Dynamics of EFT Notifi cations to Vendors. Infi nia Integrator PR www.sierraws.com • 800-822-0973 One Time Cost and No Per User Fees. Allow users to copy & paste Payroll Sierra Workforce Solutions Leverage DynamicPoint's SharePoint Mekorma transactions from Excel to Dynamics. Time & labor management solutions product at a fraction of alternative www.mekorma.com • 888-635-6762 optimizing productivity and data in- solution costs to eff ectively integrate Mekorma MICR Check Integrity Data tegration for payroll, HR & job costing and streamline the procurement process Printing www.integrity-data.com using biometrics, badge, WEB or PC with Dynamics GP and NAV. The most widely-used MICR check 217-732-3737 ext. 0203 based time clocks. Includes employee printing software for Dynamics GP - Payroll Enhancements manager self service. Lanham Associates® with Secure Approval Workfl ow. Print for Dynamics GP www.lanhamassoc.com • 678-379-4200 ext. 105 AP & Payroll checks on blank stock from Proven solutions for US Payroll including P ortals AFP (Advanced Forecasting and inside Dynamics GP. Great for managing leave management, automatic e-mailing Procurement) for Distribution multiple checkbooks. of direct deposit statements and W-2‘s, Axonom Best fi t forecasting & multi-site replen- managing complex payroll posting www.axonom.com • 952-653-0400 ishment solution with DRP, collabora- m-hance requirements/corrections, confi guring Powertrak Portals tion, promotions, drill down visibility www.m-hance.com • +44 (0)844 264 0932 overtime rules and more! Providing customers, partners or members & multiple rollup views. Invoice Approvals and Accruals vital information via portals. Browser based invoice approval and Isis, Inc. Liaison Software Corp requisitioning functionality fully inte- www.isissoftware.com/enha/isis_sl_ DynamicPoint grated with Dynamics GP. Automates positive_pay.aspx • 804-762-4200 www.dynamicpoint.com • 562-726-4396 www.liaisonsc.com • 714-543-9877 ext. 201 invoice accrual process. Positive Pay Employee, Vendor & Customer Liaison Messenger EFT Perform Positive Pay from Accounts Portals Integrated with Automate the batch e-mail and faxing Payable and Payroll to your issuing bank. Microsoft Dynamics of EFT Notifi cations to Vendors. Extend crucial Microsoft Dynamics data www.checkfactory.com Isis, Inc. with custom SharePoint Portals. Northlake Partners Trans-Micro, Inc. www.isissoftware.com/enha/isis_sl_ www.TheNorthlakePartners.com • 425-773-9606 www.checkfactory.com • 800-749-2335 expanded_master_info.aspx • 804-762-4200 Experlogix, Inc. BluWare - Commodity Check Factory Visual Series 401K Data Interchange www.experlogix.com • 805-504-9729 ext. 707 Procurement v5 for Dynamics GP and SL Transmit your 401K collection data Experlogix Confi gurator Manage harvest, hauling, & purchasing Check Factory® Visual Series is a MICR from Payroll electronically to your for Microsoft Dynamics of crops, grain, & fi sh. Specify prices by check and forms printing software solu- investment bank. CRM & ERP commodity & automate deductions & Experlogix Confi gurators meets the taxes. Manage unlimited Farmers & tion designed to completely replace the JAT Computer Consulting, Inc. need to purchase pre-printed checks demands of today’s competitive mar- Fields and complete 'Delivery Tickets' www.jatnet.com/JPI.htm ketplace by simplifying the process of to become Payables in GP. and forms. Check Factory works inside 888-525-8874 ext. 462 Dynamics GP and SL. selling customized products, accelerat- JAT Payroll Interface (JPI) ing proposal development times and Paramount Technologies JPI is a bi-directional integration linking increasing quote-to-order ratios. P ayroll Enhancement GP HRM and ADP payroll. www.paramounttechnologies.com Northlake Partners 248-960-0909 Joesoftware Inc. www.TheNorthlakePartners.com • 425-773-9606 WorkPlace eProcurement www.joesoftware.com • 780-990-0220 BluWare - Customer HORIZONTAL Includes PunchOut, Check Request, Payroll Toolbox & Vendor Portal Budget Compliance, RFQ, Requisition, PO Over 50 add-ons to enhance CDN and Aatrix Software, Inc. Real-time web access to customers & Generation, Receiving, Invoice Matching US Payroll; multi-batch processing, www.aatrix.com/dynamics employees for BI, order inquiry, & sales & Vendor Contract Compliance. 800-426-0854 ext. 175 vacation audit and more. order entry. Our 'Data Access' controls Aatrix State and Federal KTL Solutions, Inc. record level security. Product Lifecycle Payroll Reports www.ktlsolutions.com • 866-960-0001 Management Complete eFiling and plain paper printing KTL PR Security Procurement W-2 & 1099 solution. Unemployment, Allows you to restrict access to payroll Management QBD Systems withholding, & new hire reports for all information by employee. The security www.qbdsys.com • 800-743-9003 50 states are completed automatically is applied to cards, reports, inquiry, Absolute Value Universal PLM Integration from your Microsoft Dynamics GP payroll and smart lists. www.absolutevalue-us.com • 678-389-7289 Integration w/ PLM s/w incl. Agile, data ready to eFile. Absolute Value/Lanham Arena, Aras, Solidworks EPDM & more. KTL Solutions, Inc. Associates BGE, Inc. www.ktlsolutions.com • 866-960-0001 Best-fi t formula, demand forecasting & Project Accounting www.bgeinc.net • 877-656-8800 Pay Stubs Online 1.0 multisite replenishment solution with Green (Account) Payable A web-based app that provides em- DRP, collaboration, hub & spoke, drill Most secure account payable via EFT, ployees online access to their pay stubs. down visibility. On-demand and on- Multi-level approval, remittance info, Employees can be notifi ed through premise. Reduce inventory levels and email notifi cation. Support JPM format, email when their pay stub is available improve customer service. Encore Business Solutions Integrate seamlessly with GP. online. Confi guration tool allows control www.encorebusiness.com to information. 888-898-4330 ext. 336 Greenshades Software Project Tracking with www.Greenshades.com Liaison Software Corp Ariett Business Solutions, Inc. Advanced Analytics 888-255-3815 ext. option 2 Streamline your COA’s. Record & report Greenshades Center www.liaisonsc.com • 714-543-9877 ext. 201 rev, expense & profi t by proj; against Creates Federal State and Local W-2s www.ariett.com • 781-826-1120 Liaison Messenger DD budgets; over multiple yrs. Great 940/941s 1099s SUTA returns & more. Ariett ReqNet & Expense Batch E-mail 128-bit encrypted Direct Management alternate to GP Proj. Acctg. Greenshades Software Deposit Statements to Employees. eProcurement Solution, in the cloud or www.Greenshades.com on premise, Requisition Management, AP 888-255-3815 ext. option 2 Invoice Automation, Expense Reporting, Greenshades Payroll Tax Service Credit Card Integration. Our Tax Service is the easiet way to fi le and pay your payroll taxes.

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

52 CRMUG Magazine JOVACO Solutions Inc. Equisys, Inc. www.jovaco..com • 888-988-3535 ext. 117 www.equisys.com • 770-772-7201 JOVACO Project Suite Zetadocs for NAV Project accounting for professional ser- Equisys, Inc. Zetadocs for NAV automates the capture, Stanley Stuart Yoff ee & vice fi rms to manage projects through www.equisys.com • 770-772-7201 delivery, and storage of your fi nancial Hendrix, Inc. web-based time & expense and resource Zetadocs for NAV documents.Please visit our website www.ssyh.com/products/ssyh-add-ons/ mgmt modules. Top features: extensive Zetadocs for NAV automates the capture, to learn how Zetadocs can streamline national-accounts/ • 407-660-0059 reporting, multi-company & inter- delivery, and storage of your fi nancial your paper processes. National Accounts for departmental capabilities. documents.Please visit our website Microsoft Dynamics SL to learn how Zetadocs can streamline ICAN Software Corporation Easily track & apply payments for Paramount Technologies your paper processes. www.icansoftware.com • 253-426-3737 Print Cash Receipts customer parent/child relationships. www.paramounttechnologies.com ICAN Software Corporation Print cash receipts and historical cash 248-960-0909 www.icansoftware.com • 253-426-3737 receipts. Reconciliation WorkPlace Project Series Vendor Price Matrix Isis, Inc. Combines the WorkPlace Time, Expense Vendor specifi c unit costing for pur- ICAN Software Corporation www.isissoftware.com/enha/isis_sl_ and Project solutions with seamless chase orders. www.icansoftware.com • 253-426-3737 cash_basis.aspx • 804-762-4200 out-of-the-box integration with leading Mass Apply Receivables KTL Solutions, Inc. Cash Basis Accounting ERP systems. Mass apply range of customers & dates www.ktlsolutions.com • 866-960-0001 with specifi c apply or auto apply. Report Financial GL data on both the KTL SOP Advanced Distribution Accrual Basis and Cash Basis. Purchase Order Allows you to dynamically defi ne where Processing Enhancement each segment of the account comes m-hance www.m-hance.com • +44(0)844 264 0932 from either the customer, vendor item, Infi nia Business Technology system, static, or payment terms. Reconciler for Inventory www.ExcelIntegrator.com • 260-485-0665 Automatic reconciliation of transactions Paramount Technologies Infi nia Integrator AR generated through the Inventory module Allow users to copy and paste AR to the Inventory Control Accounts in www.paramounttechnologies.com transactions from Excel to Dynamics GP. Microsoft Dynamics GP. Altec 248-960-0909 www.altec-inc.com • 800-997-9921 ext. 1255 Isis, Inc. m-hance WorkPlace Requisition www.isissoftware.com/enha/isis_sl_ doc-link Integrated Document and Purchasing www.m-hance.com • +44 (0)844 264 0932 apar_refunds.aspx • 804-762-4200 The Reconciler for AR and AP Management Integrated Requisitioning & Procurement Capture, workfl ow, route and archive AP-AR Refunds The automated reconciliation tool for solutions with built-in PunchOut capabili- Save time by generating refunds be- with doc-link, Integrated Document ties and automatic email notifi cations. highlighting the cause of imbalances Management for Dynamics SL, AX, tween Accounts Payable and Accounts between the AR or AP modules & the GP and NAV. Unifi ed Business Solutions, LLC Receivable or bring balances to zero. GL Control Accounts. HORIZONTAL www.dynamicsgenie.com/pogenie.aspx Strategic Solutions NW Arbela Technologies 877-724-3643 www.arbelatech.com • 949-291-4777 PO Genie www.getbizax.com • 503-924-3121 BizAX Arbela Technologies Automatically create POs based on in- With over 100 years of cumulative ERP ventory levels and Backorders, by Item, Isis, Inc. BizAX adds functionality to AX Financials. experience, we have tailored Dynamics Class, Site, & Vendor utilizing standard www.isissoftware.com/enha/isis_sl_ Lockbox, Positive Pay, & Bank Account AX to fi t the specifi c needs of this Item Resource Planning. ar_collections.aspx • 804-762-4200 Reconciliation. Simplifi es accounting industry. Gain from our experience AR Collections processes with easy set-up; multiple transfer, encryption & fi le types; and and maximize the return on your AX Q uality Control Automate your AR Collections securely investment. and track all history. Track and report automatic processing. Horizons International your collectors work. Scales from 1 Ariett Business Solutions, Inc. www.hzs.com • 800-287-8014 ext. 811 collector to 1000's. R eporting Quality Essentials Suite Nodus Technologies, Inc. Accountable Software www.ariett.com • 781-826-1120 Quality Mgt. System off ers decimal preci- Ariett ReqNet & Expense www.nodus.com • 909-482-4701 sion, cert. of analysis, non-conformance, Management ePay Advantage material holds, reporting, data export. www.accountable.com • 610-983-3100 Online Billing & Payment Collection eProcurement Solution, in the cloud or Integrated to Dynamics, Horizons Dynamics Reporting for GP, PA-DSS certifi ed, view invoices, on premise, Requisition Management, AP Manufacturing, also non-integrated LIVE Dynamics Data in Excel, SSRS, automated recurring payments, tokeni- Invoice Automation, Expense Reporting, application avail. SharePoint, Business Portal & the Web. Credit Card Integration. zation, ecommerce integration. Accountable Software Blue Moon Industries Receivables www.accountable.com • 610-983-3100 www.bluemoonisv.com • 401-276-9000 Enhancement Dynamics SL Inquiry Container Management Reporting, lookups & inquiry of SL, 3rd Blue Moon Industries Enter manifests, receive FOB, track Stanley Stuart Yoff ee & party & custom data from inside of SL www.bluemoonisv.com • 401-276-9000 goods in transit. Hendrix, Inc. in an easy to use interface. Includes Invoice Cloud for Dynamics GP out-of-box reports, fi lters, sorting, DynamicPoint Provides online invoice processing www.ssyh.com/products/ssyh-add-ons/ ar-collections-manager/ • 407-660-0059 grouping. summaries, drill down to www.dynamicpoint.com • 562-726-4396 branded for each billing entity. source screens, & more. SharePoint Requisition AR Collections Manager for Microsoft Dynamics SL Management Solution Exclusively Encore Business Solutions AIM Technologies Automates time-consuming collection for Microsoft Dynamics www.encorebusiness.com www.aim-technologies.com • 888-234-0428 activities and improves cash fl ow. One Time Cost and No Per User Fees. 888-898-4330 ext. 336 Cash Basis Reporting Leverage DynamicPoint's SharePoint Recurring Contract Billing A fully integrated cash basis reporting Product at a fraction of alternative Automate cyclical billing processes & module that allows real-time reporting solution costs to eff ectively integrate improve cust. & contract mgmt. Auto- on both cash and accrual accounting and streamline purchase requisition generate scheduled invoices reducing basis with no additional keystrokes. processing with Dynamics. billing & invoicing time.

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

Winter 2013 53 Total Dynamics Solutions, LLC Blue Moon Industries

www.bluemoonisv.com • 401-276-9000 www.totaldynamicssolutions.com Invoice Cloud for Dynamics GP deFacto Global, Inc. 612-276-5075 Provides online invoice processing Flexible Solutions Enterprise Business Management branded for each billing entity. www.GPReportsViewer.com www.deFactoGlobal.com Providing value-added analytical capa- 212-254-4112 ext. 1 Blue Moon Industries 203-894-1789 ext. 221 bilities for Microsoft Dynamics. NEW: GP Reports Viewer www.bluemoonisv.com • 401-276-9000 deFacto Performance Replace SOP and POP documents with Freight Matrix Management Crystal or SSRS reports. Email SOP and R oyalty Provides the capability to defi ne your Premier “All-in-One” Dynamics Financial POP documents in PDF using all native own freight charge schedules. & Operational Budgeting, Forecasting, Eclipse Computing, Inc Dynamics GP setup. Consolidation, Analysis and Reporting, www.royaltyandrights.com Blue Moon Industries Excel/Web-based. Powerful, Aff ordable. KTL Solutions, Inc. 201-746-6255 ext. 201 www.bluemoonisv.com • 401-276-9000 Royalty and Rights Management www.ktlsolutions.com • 866-960-0001 Encore Business Solutions Advanced BOM System for Dynamics GP KTL SOP Advanced Distribution www.encorebusiness.com Ability to associate sale order/assembly For managing intellectual property, Allows you to dynamically defi ne where 888-898-4330 ext. 336 & PO/assembly & disassembly. controls all phases of royalty accounting each segment of the account comes Advanced SmartList including Contracts, Accruals, Payments from either the customer, vendor item, Enhanced analysis of SmartList data. & Revenue Recognition. system, static, or payment terms. Ad-hoc reports & queries on the fl y. Sort, fi lter & re-order columns easily. Northlake Partners Cincom Systems, Inc Sum groups of info fast. www.TheNorthlakePartners.com • 425-773-9606 acquire.cincom.com • 800-224-6266 BluWare - Promotions & Rebates Cincom Acquire Liaison Software Corp Automate the calculation of promotions, Close deals 80% faster! Smart confi gure, rebates, & royalties from sales orders. price, quote solution leveraging the www.liaisonsc.com • 714-543-9877 ext. 201 Flexible Solutions Include as additional line items or GL familiar Microsoft stack for a simple, Liaison Messenger EDD www.GPReportsViewer.com accruals. Establish programs by date dynamic user experience. Batch print, e-mail, fax, ftp, convert, 212-254-4112 ext. 1 range, items, & customers and prices burst, collate, route, all Forms, EFTs, Encore Business Solutions NEW: GP Reports Viewer by unit, weight, or %. Direct Deposits, and Reports to custom- www.encorebusiness.com Easily and quickly print/email Crystal ers, vendors, employees, etc directly United ERP, LLC 888-898-4330 ext. 336 and SRS reports directly from Dynamics from Microsoft Dynamics. Supports www.unitederp.com • 201-567-6315 Recurring Contract Billing GP. Replace existing GP reports, link SSRS,Crystal, & Dexterity. Royalty Accounting Software Automate cyclical billing processes & reports directly to GP and 3rd party AXIP monitors your Royalty Lifecycle improve cust. & contract mgmt. Auto- windows, pass parameters to reports nChannel from contracts, product dvlpmt ap- generate scheduled invoices reducing directly from fi elds in GP. www.nchannel.com • 800-406-8217 ext. 300 provals, automatic royalty calculations, billing & invoicing time. Multi-Channel compliance checking w/audit tracking, Management Platform automated statement reporting, fore- Equisys, Inc. Connect existing ERP, ecommerce, and casting & business intelligence. www.equisys.com • 770-772-7201 POS systems in minutes! Cloud-based Zetadocs for NAV Isis, Inc. solution for distributors, suppliers and S ales Order Processing Zetadocs for NAV automates the capture, retailers managing many systems to www.isissoftware.com/enha/isis_sl_ delivery, and storage of your fi nancial cash_basis.aspx • 804-762-4200 Enhancement support sales channels and drop ship documents.Please visit our website programs. Free 30 day trial. Cash Basis Accounting Accountable Software to learn how Zetadocs can streamline

HORIZONTAL Report Financial GL data on both the www.accountable.com • 610-983-3100 your paper processes. Nodus Technologies, Inc. Accrual Basis and Cash Basis. Dynamics Reporting www.nodus.com • 909-482-4701 - Forms Printer EthoTech, Inc. eSOP Advantage KTL Solutions, Inc. www.ethotech.com • 678-384-7500 ext. 1 www.ktlsolutions.com • 866-960-0001 Print SOP, POP & other forms using SSRS Web-based SOP from anywhere anytime & Crystal. Use 3rd party and custom NEW: Customer Service Collection with customizable workfl ow for GP. Crystal Converter Enhance SOP: check for duplicate PO’s; Converts Crystal Reports to SQL report- data. Full GP Notes. Deliver forms by Email in PDF & other formats. assign credit limit process holds; move ing services RDL. sales docs between batches; print PrecisionPoint Software Accounting System Integrators shipping labels; show apply info on Northlake Partners www.precision-point.com • 650-375-2414 www.asillc.com • 203-239-7740 SOP docs; view unallocated inventory www.TheNorthlakePartners.com • 425-773-9606 PrecisionPoint - Business Order Entry / Invoicing & expected receipt dates. BluWare - Sales Order Flexible Order/Invoicing with eMail. Complete web Sales Order w/workfl ow, Intelligence EthoTech, Inc. OM alternative. No Process Manager. automated email & status change, Subscription based reporting and www.ethotech.com • 678-384-7500 ext. 1 confi gurable UI's, catch-weight, multi analytics solution for Dynamics AX Altec Next Numeric Collection item UOM, & added Price List features. and NAV. A monitored and managed www.altec-inc.com • 800-997-9921 ext. 1255 Auto-generate your master record IDs Integrated w/BluWare logistics, freight, service with guaranteed deliverables. doc-link Integrated Document (i.e. Customers, Vendors, Items, Fixed promotions, & commissions. Management Assets, etc.); as well as transaction Capture, workfl ow, route and archive batch IDs. Panatrack, Inc. S o l v e r with doc-link, Integrated Document www.panatrack.com • 262-646-3590 ext. 112 Experlogix, Inc. Management for Dynamics SL, AX, PanatrackerGP Mobile Sales Solver www.experlogix.com • 805-504-9729 ext. 707 GP and NAV. Adding mobility to sales transaction www.solverusa.com • 310-691-5300 Experlogix Confi gurator processing for Dynamics GP. Solver - BI360 Blue Moon Industries for Microsoft Dynamics Both Excel & Web-based Financial & www.bluemoonisv.com • 401-276-9000 CRM & ERP Operational Reporting, Budgeting, Sales Confi gurator Experlogix Confi gurators meets the Dashboards, & a pre-confi gured Data Provides a complete 'assemble to order' demands of today’s competitive mar- Warehouse w/ direct integration to sales system. ketplace by simplifying the process of Microsoft Dynamics. selling customized products, accelerat- Blue Moon Industries ing proposal development times and www.bluemoonisv.com • 401-276-9000 increasing quote-to-order ratios. SOP Auto Invoice Adds automatic sales order transfer, invoice printing & posting to SOP.

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

54 CRMUG Magazine Encore Business Solutions Security V-Technologies, LLC www.vtechnologies.com • 800-462-4016 www.encorebusiness.com StarShip Shipping Software 888-898-4330 ext. 336 Integrated shipping for small parcel Advanced SmartList and LTL; supports UPS, FedEx, DHL, Blue Horseshoe Enhanced analysis of SmartList data. USPS (Endicia), OnTrac, Freightquote, www.supplychaindynamicsax.com Ad-hoc reports & queries on the fl y. YRC and more. 317-573-2583 Sort, fi lter & re-order columns easily. Supply Chain Suite for Sum groups of info fast. Arbela Technologies V-Technologies, LLC Dynamics AX www.arbelatech.com • 949-291-4777 www.shipgear.com • 800-462-4016 Unlike other solutions, Supply Chain Isis, Inc. Arbela Security Manager ShipGear for UPS WorldShip Suite embeds industry-specifi c func- www.isissoftware.com/enha/isis_sl_ Arbela’s Security Manager radically and FedEx Ship Manager tionality directly into the business expanded_master_info.aspx • 804-762-4200 simplifi es managing security, and en- Access Dynamics GP sales transactions layer of Dynamic AX’s architecture. Expanded Master Information ables you to concentrate more on your within UPS WorldShip and/or FedEx Increase revenue, profi t margins and Easily add more user fi elds for Vendors, investment in Dynamics AX rather than Ship Manager and automatically update asset utilization. Customers, Employees, Inventory, & spending countless hours securing it. freight charges and tracking info. Projects.

Fastpath Solutions, Inc S upply Chain Isis, Inc. www.isissoftware.com/enha/isis_sl_ www.gofastpath.com • 515-276-1779 ext. 410 Management Data Masons Software cash_basis.aspx • 804-762-4200

Fastpath Audit Trail Cash Basis Accounting An agile auditing tool that records www.datamasons.com • 866-575-1631 Report Financial GL data on both the changes to all Dynamics databases for Vantage Point EDI for Accrual Basis and Cash Basis. easy analysis and reporting. You can Dynamics know what changed, who changed it Absolute Value Data Masons helps companies lever- Isis, Inc. and the before and after values. Real www.absolutevalue-us.com • 678-389-7289 age EDI into a competitive advantage www.isissoftware.com/enha/isis_sl_ information, real results. Absolute Value/Lanham by providing tight integration with apar_refunds.aspx • 804-762-4200 Associates Dynamics, without customizations. AP-AR Refunds Fastpath Solutions, Inc Best-ﬁ t formula, demand forecasting Save time by generating refunds be- & multisite replenishment solution FASCOR tween Accounts Payable and Accounts www.gofastpath.com • 515-276-1779 ext. 410 with DRP, collaboration, hub & spoke, www.fascor.com • 513-421-1777 ext. 103 Receivable or bring balances to zero. Fastpath Conﬁ g AD - Active drill down visibility. On-demand and FASCOR WMS Isis, Inc. Directory integration tool on-premise. Reduce inventory levels Trusted solutions for Warehouse and www.isissoftware.com/enha/isis_sl_ Simplify Dynamics GP, AX or CRM user and improve customer service. Transportation Management with in- ar_collections.aspx • 804-762-4200 provisioning with Active Directory. dustry leading integration to Dynamics AIM Computer Solutions, Inc. GP. Fully integrated, the FASCOR WMS AR Collections

Single interface for managing Dynamics HORIZONTAL Automate your AR Collections securely users improving security, saving time delivers Tier 1 functionality for all size and track all history. Track and report and money. GP solution oﬀ ers Single www.aimcom.com • 586-439-0300 companies. your collectors work. Scales from 1 Sign on functionality. AIM Vision Synchronize EDI, material requirements, collector to 1000's. KTL Solutions, Inc. lead times & supplier purchases.

www.ktlsolutions.com • 866-960-0001 Lanham Associates® KTL PR Security www.lanhamassoc.com • 678-379-4200 ext. 105 Allows you to restrict access to payroll Supply Chain Solutions WilloWare, Inc. information by employee. The security High quality Supply Chain solutions www.willoware.com • 888-339-4556 ext. 1 is applied to cards, reports, inquiry, built inside NAV: Shipping, Forecasting/ Dynamics GP PowerPack and smart lists. Replenishment, WMS & EDI Compliance. Arbela Technologies Over 80 Enhancements to GP, based More than 1700 companies live. www.arbelatech.com • 949-291-4777 upon customer requests. Enhances S hipping/Manifesting Arbela Technologies RockySoft virtually every part of the GP System. With over 100 years of cumulative ERP FASCOR www.RockySoft.com • 970-493-0868 ext. 105 Make GP more intuitive, easier to use! www.fascor.com • 513-421-1777 ext. 103 experience, we have tailored Dynamics Inventory Management and FASCOR TMS AX to fi t the specifi c needs of this Supply Chain Planning T ax industry. Gain from our experience TMS is an integrated solution for small Pack Light Inventory Mgmt Suite- and maximize the return on your AX parcel and ltl shipping. Carrier Certifi ed Forecasting, Inventory Mgmt, Purchase investment. for UPS, FedEx, USPS (Endicia), LTL and Order Planning, Vendor Lead Time other carriers. Feature rich and user ASC Software Mgmt, Retail Store Planning and S&OP. Avalara, Inc. confi grable / multiple integration options. www.ascsoftware.com • 937-429-1428 Lanham Associates® ASCTrac System Enhancement www.avalara.com • 877-780-4848 www.lanhamassoc.com • 678-379-4200 ext. 105 Award winning, scalable, Warehouse AvaTax for Sales Tax Management Solutions (WMS) designed AIM Technologies E-Ship www.aim-technologies.com • 888-234-0428 Automation Shipping from sales order through to support the demanding requirements Automate and eliminate the complex- of Distribution, Manufacturing and 3PL DataSpy manifest. Package carriers available. Provides information on tables updated ity of sales tax management with operations, covering the entire Supply AvaTax. A cloud-based sales and use Chain cycle. and modifi ed during the processing of transactions to speed customization tax calculation, exemption certifi cate and report development. Works with management, fi lling and remittance Northlake Partners third-party modules. solution for Microsoft Dynamics. www.TheNorthlakePartners.com • 425-773-9606 BluWare - Logistics Management Greenshades Software Schedule 'loads', keep delivery info, & www.Greenshades.com track performance for Fleet, TL, & LTL 888-255-3815 ext. option 2 shipments. Assign orders to loads & DynamicsDownloads Greenshades Payroll Tax Service update them w/BOL, Waybill, & other Our Tax Service is the easiet way to fi le ship info. Print shipping paperwork www.DynamicsDownloads.com • 419-581-2300 and pay your payroll taxes. by load or single order. DynamicsDownloads Looking for a Dynamics Add-On Solution? Search, Buy and Sell here!

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

Winter 2013 55 Altec Integrity Data www.altec-inc.com • 800-997-9921 ext. 1255 Kronos Incorporated doc-link Integrated Document www.u-linc.com • 217-732-3737 ext. 0203 www.kronos.com • 800-225-1561 Management U-LINC(TM), Powered Workforce Central® Suite Capture, workfl ow, route & archive By Integrity Data Kamp-Data, Inc. Seamlessly integrates with Microsoft with doc-link, Integrated Document Workfl ow and notifi cations anytime, www.kampdata.com • 702-948-6554 Dynamics to completely automate the Management for Dynamics SL, AX, anywhere in Microsoft Dynamics. KampData TaxEngine essential timekeeping, human resources NAV & GP. Works seamlessly within and across Manage & report nationwide sales & and fi nancial processes. your existing system, is fl exible and use taxes from any application. appStrategy www.appstrategy.com • 269-345-3111 ext. 1 easy to use, improving organizational appCompass Workfl ow performance. Utilize Microsoft WF4 in Studio to Mekorma Sierra Workforce Solutions automate processes. www.mekorma.com • 888-635-6762 Mekorma MICR Check Datahaven for Dynamics Kamp-Data, Inc. www.sierraws.com • 800-822-0973 Printing Sierra Workforce Solutions www.datahaven4dynamics.com • 757-222-2000 www.kampdata.com • 702-948-6554 Datahaven for Dynamics The most widely-used MICR check print- DynamicZip Time & labor management solutions ing software for Dynamics GP - with optimizing productivity and data in- Datahaven is the only scanning, OCR, Manage & report nationwide sales and and workfl ow solution natively embed- Secure Approval Workfl ow. Print AP use taxes from within GP. tegration for payroll, HR & job costing & Payroll checks on blank stock from using biometrics, badge, WEB or PC ded—not simply integrated—throughout the Microsoft Dynamics user experience inside Dynamics GP. Great for managing T ime and Attendance based time clocks. Includes employee multiple checkbooks. manager self service. and available to non-Dynamics users from Microsoft Outlook. T rade Promotion DynamicPoint Management www.dynamicpoint.com • 562-726-4396 Metafi le Information Systems, Inc. SharePoint Workfl ow Flintfox International Limited Business Computers Software, Inc. Solutions that Integrate www.metaviewer.com • 507-286-9232

with Microsoft Dynamics MetaViewer Paperless ERP www.fl intfox.com • 404-245-5116 www.business-computers.com • 303-494-9390 Custom SharePoint workfl ows integrated for Microsoft Dynamics TPM for Dynamics Suite Time Matrix with Dynamics GP, NAV and CRM. Enhance your AX, GP, NAV & SL solu- Integrating Trade Promotion Management Time Matrix is a Time Clock for Dynamics tions by adding integrated scanning, processes into Dynamics. Sell-side and GP. It can integrate with PR, HR, RM, SOP, OCR, eInvoicing, workfl ow, and AP/AR Buy-side, advanced pricing, planning and PA, Manf, WennSoft or Horizons. It can Automation. use a touch screen monitor, magnetic execution of deals, promotions, rebates card reader, bar code scanner or fi nger and fees, plus settlement (deductions, Northlake Partners print reader. claims, payments). Esker Inc www.TheNorthlakePartners.com • 425-773-9606 www.esker.com • 800-368-5283 BluWare - Sales Workfl ow Total Dynamics Solutions, LLC Joesoftware Inc. NEW: Document Process Manage unique sales order workfl ows

www.joesoftware.com • 780-990-0220 Automation by transaction type and site. www.totaldynamicssolutions.com Penny Addressing processes like accounts 612-276-5075 Web-based timesheets, employee/ payable, accounts receivable, and sales Enterprise Business Management manager self-service for CAD payroll. order processing, Esker solutions enable Web based, integrated trade manage-

HORIZONTAL companies to automate the reception, HORIZONTAL JOVACO Solutions Inc. ment for Microsoft Dynamics. PaperSavePro www.jovaco..com • 888-988-3535 ext. 117 processing and sending of documents www.PaperSavePro.com • 877-727-3799 JOVACO Project Suite with one platform. Workflow PaperSavePro Project accounting for professional ser- PaperSavePro™ is a Certifi ed for Microsoft vice fi rms to manage projects through Alba Spectrum Corporation Dynamics document management web-based time & expense and resource www.albaspectrum.com • 773-384-9264 and electronic workfl ow solution that mgmt modules. Top features: extensive Alba360 Advanced Workfl ow eliminates inherent risks and ineffi cien- reporting, multi-company & inter- Easy to use Workfl ow solution designed cies associated with paper. departmental capabilities. to automate Dynamics GP & create ‘smart’ integrations with external systems. Non-technical users can specify simple workfl ows & developers can create more advanced solutions.

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56 CRMUG Magazine Services

Application Service C loud Computing Scribe Software D emand Generation Provider/Hosting www.scribesoft.com/online • 603-622-5109 Scribe Online FishNet Marketing LLC Concept Computer Corporation Data integration for MS Dynamics CRM Data Resolution, LLC 2011 online, hosted and on premise. www.myfi shnetmarketing.com • 701-532-0502 List Acquisition, Lead Generation www.conceptcomputer.com • 800-561-5852 Managed Microsoft www.dataresolution.net • 877-878-9108 & Telemarketing Services Dynamics Hosting Full-service Inside Sales Provider for ERP Clouds WatServ Concept is a certifi ed hosting center Dynamics, Platform & Cloud Partners. Data Resolution is dedicated to delivering www.watserv.com • 866-531-2598 ext. 2311 off ering end-to-end hosting & sup- Lead qualifi cation & nurture mktg; private ERP cloud services branded as Hosting and Cloud Computing for port services designed for all areas of Partner Acct Mgmt; Partner Recruiting; the partners brand. We keep all of our Microsoft Dynamics ERP and CRM a Microsoft Dynamics environment. cloud customers optimized & working Event Mgmt; Dedicated Rep Programs; WatServ is one of North America's largest, Script dvlpmt; List & Lead Mgt . 24 hours a day, worldwide for the last most experienced providers of Cloud 11 years. Computing services for Dynamics AX, a TDS company D exterity Development Nav, GP, SL & CRM. We have the best OneNeck IT Services partner programs with the highest Alba Spectrum Corporation www.oneneck.com • 480-315-3000 returns. Call 866-531-2598. www.albaspectrum.com • 773-384-9264 Dynamics Hosting and Alba Spectrum Corporation GoIWx, Inc. Managed Services Provider We specialize in the design and de- www.goiwx.com • 952-258-6300 ext. 6321 C ustom Development OneNeck® provides a comprehensive, velopment of Dexterity & .NET based fl exible suite of Microsoft Dynamics Cloud Hosting Services Alba Spectrum Corporation for ERP and CRM Customization and Integration (includ- hosting and managed services de- www.albaspectrum.com • 773-384-9264 ing eCommerce & RMS) solutions for Cloud Hosting Services built specifi cally signed to help companies improve Alba Spectrum Corporation Dynamics GP covering an extensive for ERP and CRM. system performance and leverage their We specialize in the design and de- range of applications and industries. Dynamics AX enterprise application. velopment of Dexterity & .NET based Customization and Integration (includ- TM ing eCommerce & RMS) solutions for Dynamics GP covering an extensive Rose Business Solutions, Inc Myappsanywhere by NetStandard range of applications and industries. Business Computers Software, Inc. www.roseasp.com • 858 794-9403 www.myappsanywhere.com • 888-636-HOST Blue Moon Industries RoseASP Premier Cloud Computing www.bluemoonisv.com • 401-276-9000 www.business-computers.com • 303-494-9390 RoseASP has been hosting Microsoft Provider Custom Development Services Time Matrix Dynamics applications since 2000. We Myappsanywhere provides a complete Fixed prices & over 11 years of experience Time Matrix is a Time Clock for Dynamics host AX, SL, NAV, GP and CRM along go-to-market integrated cloud solution in custom development work. GP. It can integrate with PR, HR, RM, SOP, with a host of ISV solutions. Great com- delivering 99.999% uptime, customiza- PA, Manf, WennSoft or Horizons. It can missions for the life of the contract. We tions, no minimums and secure storage use a touch screen monitor, magnetic guarantee 99.5% uptime. in its privately-owned SSAE 16 Type 2 card reader, bar code scanner or fi nger data center facilities. print reader. Isis, Inc. DexPros www.isisinc.com • 804-762-4200 www.dexpros.com • 623-535-9216 WatServ a TDS company Isis Custom Development Isis provides cost eff ective outsourced Microsoft Dynamics www.watserv.com • 866-531-2598 ext. 2311 OneNeck IT Services custom development (C#, VB.NET, ASP. GP Development Hosting and Cloud Computing for www.oneneck.com • 480-315-3000 NET, C++) to our partners and custom- Professionally designed & developed Microsoft Dynamics ERP and CRM Dynamics Hosting and ers worldwide at reduced rates as low enhancements/integrations/upgrades WatServ is one of North America's largest, Managed Services Provider as $20 per hour depending on project and support by experienced Dexterity/ most experienced providers of Cloud OneNeck® provides a comprehensive, size and skill set required! SQL/.NET/VB developers. Computing services for Dynamics AX, fl exible suite of Microsoft Dynamics Nav, GP, SL & CRM. We have the best hosting and managed services de- KTL Solutions, Inc. KTL Solutions, Inc. partner programs with the highest signed to help companies improve www.ktlsolutions.com • 866-960-0001 www.ktlsolutions.com • 866-960-0001 returns. Call 866-531-2598. system performance and leverage their Custom Development Development - Microsoft Dynamics AX enterprise application. We are a certifi ed .Net and Dexterity Dynamics GP Business Portal development group with over 13 years 13 yrs developing GP customizations

Development experience. Provide us with your require- (Dexterity, .Net), Source Code Developers, ments for a free estimate. Sub-contractor rates to other resellers. DynamicPoint Reviora www.dynamicpoint.com • 562-726-4396 www.reviora.com • 813-344-1600 Sierra Workforce Solutions E mail Marketing Dynamics Business Portal Cloud ERP hosting Enhanced with SharePoint Cloud hosting for Dynamics ERP/CRM. www.sierraws.com • 800-822-0973 Customizations Enterprise-class delivery. Sierra Workforce Solutions Extend the out-of-box Dynamics Portal Time & labor management solutions with SharePoint Customizations. optimizing productivity and data in- The Partner Marketing Group tegration for payroll, HR & job costing Rose Business Solutions, Inc using biometrics, badge, WEB or PC www.thepartnermarketinggroup.com www.mygpcloud.com • 888-794-9401 based time clocks. Includes employee 605-574-9432 SERVICES MyGPcloud manager self service. E-Newsletter Content and Services myGPcloud is the ﬁ rst on-demand Get access 24x7 to an online library full Microsoft Dynamics GP application. of unique newsletter content or elect Free 30 day trial that can be set up in the full-service options to nurture your less than 5 minutes. Start a trial for your pipeline of leads. prospect or send them to our site and begin your trial today!

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Winter 2013 57 G raphic Design Services M arketing Planning & Isis, Inc. S ales Tax Management www.isisinc.com • 804-762-4200 Services Service David Swang Design Isis .NET Development Isis provides cost eff ective outsourced Looking Glass Marketing www.davidswang.com • 701-412-7572 .NET development (C#, VB.NET, ASP.NET, David Swang Design www.lookingglassmarketing.com C++) to our partners and customers Avalara, Inc. Logos, brochures, ads, direct mail, sales 614-453-5927 worldwide at reduced rates as low as sheets, newsletters, banners. Cost-eff ective Marketing Solutions $20 per hour depending on project size for Microsoft Dynamics Partners and skill set required! www.avalara.com • 877-780-4848 HR & Payroll Implementation Award-winning outsourced marketing AvaTax for Sales Tax KTL Solutions, Inc. Automation & Consulting services including lead generation, www.ktlsolutions.com • 866-960-0001 nurture marketing, email marketing, Automate and eliminate the complex- Development - Microsoft ity of sales tax management with Integrity Data web design/SEO, content development. Dynamics GP www.integrity-data.com AvaTax. A cloud-based sales and use 13 yrs developing GP customizations 217-732-3737 ext. 0203 tax calculation, exemption certifi cate (Dexterity, .Net), Source Code Developers, HR & Payroll Enhancements management, fi lling and remittance Sub-contractor rates to other resellers. for Dynamics GP solution for Microsoft Dynamics. We can implement the entire GP solu- The Partner Marketing Group tion or only certain components. We Partner Channel S harePoint Development Development Services also off er a variety of customization www.thepartnermarketinggroup.com and training services. DynamicPoint 605-574-9432 www.dynamicpoint.com • 562-726-4396 Microsoft Approved Vendor for Your Source Exclusively Dynamics Marketing Consulting for Microsoft Dynamics & From strategic marketing plan develop- AIM International SharePoint Integration Sierra Workforce Solutions ment to the critical daily execution, this Portals, Business Automation & Custom Microsoft experienced team can help www.aimcorpinternational.com • 425-208-5430 Products integrated with Dynamics. fi ll your sales pipeline. www.sierraws.com • 800-822-0973 NEW: Partner Channel Sierra Workforce Solutions Tornado Marketing, Inc. Development S oftware Development Time & labor management solutions We specialize in building Dynamics Consulting optimizing productivity and data in- www.tornado-marketing.com • 608-213-0377 vertical partner channels to expand tegration for payroll, HR & job costing market reach, win more customers, Isis, Inc. using biometrics, badge, WEB or PC Marketing Consulting Tornado Marketing off ers high-impact, build a global brand. Download guide. www.isisinc.com • 804-762-4200 based time clocks. Includes employee Isis Consulting manager self service. highly eff ective marketing consulting. 10+ years in the channel. Websites. SEO. P artner Support Service Isis provides cost eff ective outsourced Copywriting. software consulting to design, build, I mplementation Services & test the software your clients need

worldwide at reduced rates as low as Market Research $20 per hour depending on project size FishNet Marketing LLC and skill set required! Plumbline Consulting, LLC.

KTL Solutions, Inc. Client Strategy Group www.myfi shnetmarketing.com • 701-532-0502 www.PlumblineConsulting.com • 419-581-2300 www.ktlsolutions.com • 866-960-0001 www.csgax.com • 216-524-2574 List Acquisition, Lead Generation Partner Support Services Development - Microsoft Dynamics AX Done Right! & Telemarketing Services Leverage our Partner Support Services, Dynamics GP CSG has proven expertise in: AX Full-service Inside Sales Provider for including Support, Custom Development 13 yrs developing GP customizations Performance Tuning, Business Intelligence, Dynamics, Platform & Cloud Partners. & Implementation Assistance to expand (Dexterity, .Net), Source Code Developers, and AX 2012 Upgrades. Lead qualifi cation & nurture mktg; your off erings. 25+ yrs. Sub-contractor rates to other resellers. Sierra Workforce Solutions Partner Acct Mgmt; Partner Recruiting; United ERP, LLC Event Mgmt; Dedicated Rep Programs; R ecruitment Services www.unitederp.com • 201-567-6315 www.sierraws.com • 800-822-0973 Script dvlpmt; List & Lead Mgt Royalty Accounting Software Sierra Workforce Solutions AXIP monitors your Royalty Lifecycle Time & labor management solutions M ember Organizations from contracts, product dvlpmt ap- optimizing productivity and data in- Dynamic Communities provals, automatic royalty calculations, tegration for payroll, HR & job costing AIM International compliance checking w/audit tracking, using biometrics, badge, WEB or PC www.dynamiccommunities.com automated statement reporting, fore- based time clocks. Includes employee 877-324-8880 www.aimcorpinternational.com • 425-208-5430 casting & business intelligence. manager self service. Microsoft Dynamics User Groups NEW: Partner Channel - AXUG, CRMUG, GPUG, NAVUG Development Telemarketing/Telesales Managed Services The User Groups are independent We specialize in building Dynamics communities that empower Microsoft vertical partner channels to expand Dynamics users to connect, learn and market reach, win more customers, a TDS company share experiences to improve their build a global brand. Download guide. OneNeck IT Services use of and ROI on their solution. User www.oneneck.com • 480-315-3000 & Partner memberships are available. R eferral Marketing FishNet Marketing LLC

Dynamics Hosting and Leading Results Managed Services Provider .NET Development www.myﬁ shnetmarketing.com • 701-532-0502

OneNeck® provides a comprehensive, List Acquisition, Lead Generation Alba Spectrum Corporation www.LeadingResults.com ﬂ exible suite of Microsoft Dynamics & Telemarketing Services www.albaspectrum.com • 773-384-9264 888-717-1715 ext. 525 Full-service Inside Sales Provider for hosting and managed services designed Alba Spectrum Corporation to help companies improve system per- NEW: Referral Marketing Success Dynamics, Platform & Cloud Partners. We specialize in the design and de- Referrals don’t just happen – you cre- Lead qualiﬁ cation & nurture mktg; formance and leverage their Dynamics velopment of Dexterity & .NET based AX enterprise application. ate the environment for success. Let us Partner Acct Mgmt; Partner Recruiting; Customization and Integration (includ- show you how to make that happen.

SERVICES Event Mgmt; Dedicated Rep Programs; ing eCommerce & RMS) solutions for Script dvlpmt; List & Lead Mgt Dynamics GP covering an extensive range of applications and industries.

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58 CRMUG Magazine Training Webucator, Inc. Web Development www.webucator.com/microsoft/microsoft- Accolade Publications, Inc. dynamics.cfm • 877-932-8228 Leading Results www.accoladepublications.com • 321-206-4690 Dynamics Training Training Manuals Microsoft Dynamics Training - regularly www.LeadingResults.com User and Training Manuals for MS scheduled public classes delivered live 888-717-1715 ext. 525 Dynamics GP, AX, SL, NAV, and CRM. online and custom private classes normally NEW: Inbound Marketing - Professionally Written--User Readable delivered at your offi ces. Webucator is a Hubspot Web Development from Your Dynamics Education Experts. Microsoft Certifi ed Partner for Learning Make your website WORK FOR you. Solutions. Hubspot is the premier inbound market- Martin & Associates ing tool. As a certifi ed partner we know www.martinandassoc.com Upgrades what works to drive in-bound leads 513-772-7284 ext. 118 GP, CRM, and FRx Training Hands on training at our Cincinnati Writing/Documentation location. GP classes include Financials Services and Supply Chain. CRM classes are Client Strategy Group The Partner Marketing Group Sales, Marketing and Service. We also www.csgax.com • 216-524-2574 off er a two day FRx class. See website Dynamics AX Done Right! www.thepartnermarketinggroup.com for schedule. CSG has proven expertise in: AX 605-574-9432 Performance Tuning, Business Intelligence, Blogs, Case Studies, and AX 2012 Upgrades. Infographics, Websites Use 'content marketing' to build your brand and drive prospects into your sales pipeline.

Coming Soon... A mobile version of The List!

Soon you’ll be able to access The List while on the go to search for products and services to meet your needs! SERVICES

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

Winter 2013 59