2012 Spring - CRMUG Magazine

Spring 2012 • www.CRMUG.com

In this Issue:

» Congratulations to the 2012 Customer Excellence Award Winners

» Interview with Murat Ozturan,

Microsoft

» Business Intelligence Best Practices

» More Tips & Tricks Than Ever Before!

Magazine

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E-mail

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[email protected] Atlanta (404) 537-2320

London + 44 208 123 7246

Discover why over 600 Microsoft DynamicsCRM customers trust CoreMotives

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spring 2012 www.crmug.com

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®®

Tips & TricksAdding Phone Number Auto Formatting. . . . . . . . . . . . . 22

VAR Partner Member ShowcaseSonoma Partners LLC . . . . . . . . . . . . . . . . . . . . . . . . . . 23

ISV Partner Member ShowcaseScribe. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

Tips & TricksGlobal Option Sets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26

Tips & TricksTracking Contents When They Move . . . . . . . . . . . . . . . 27

In Every IssueFrom the Director . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

Events . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Welcome to Our New Members . . . . . . . . . . . . . . . . . . . . 8

News . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

Academy Corner . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

CRMUG Word Find . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24

Name That Photo Contest . . . . . . . . . . . . . . . . . . . . . . . 28

The List, from The Partner Channel . . . . . . . . . . . . . . . . 29

contentsSpring 2012 • www.CRMUG.com

In this Issue:» Congratulations to the 2012

Customer Excellence Award Winners

» Interview with Murat Ozturan, Microsoft

» Business Intelligence Best Practices

» More Tips & Tricks Than Ever Before!

Magazine

Advertiser IndexCoreMotives LLC . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

WennSoft . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

Experlogix . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

AssureSign, LLC. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

ClickDimensions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

PowerObjects. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52

FeaturesMeet the Board . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

Make Plans to AttendCRMUG Summit 2012 . . . . . . . . . . . . . . . . . . . . . . . . . . 13

Business Intelligence Best Practices . . . . . . . . . . . . . . . 14

Great Leaders are Consistent. . . . . . . . . . . . . . . . . . . . . 16

Microsoft Member ShowcaseMurat Ozturan . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

Tips & TricksBeing Discreet, Managing Roles, and Re-activated Cases . . . . . . . . . . . . . . . . . . . . . . . . . 20

Spring 2012 3

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summer2011 www.axug.comfrom the directorBy Changing Nothing, Nothing Changes Janet Lampert

Spring is here! For most of us, this change in the seasons triggers certain responses

– we undergo spring cleaning, pack away the winter clothes and pull out the spring wardrobe, start thinking about summer vacations, and maybe even walk with a little spring in our step.

The transition from winter to spring is an inevitable change, and one you likely welcome with a smile. But how do you and

your company respond to organizational changes? For example, what steps does your team take (or should you take) when you upgrade to Microsoft Dynamics CRM 2011? How should you prepare your infrastructure, and what can you do to help ensure your CRM Users adopt the change?

I encourage you to look to the CRMUG® community to help you through these types of organizational changes. Somewhere, someone has been through the process already – and has come out the other side with loads of advice, tips, and expertise on how to best tackle the process (and what to avoid!). CRMUG is full of people like you who readily share their experiences and help you learn from their successes.

One way to get engaged with the right Users is to participate in Special Interest Group (SIG) discussions. We have a number of SIGs that meet regularly to connect, learn, and share ideas on a specific topic of interest. Upgrading soon? Get involved in the upcoming “Upgrading to Microsoft Dynamics CRM 2011” SIG meetings. And if you’re at Convergence in Houston, be sure to join us for the opening

session of CRMUG DayONE on Sunday, March 18. You’ll hear from a panel of CRMUG Members who will share great tips on ensuring strong User adoption.

While we’re talking change, I’d like to introduce several changes that are happening within the CRMUG team. Due to the explosive growth of our CRMUG community over the last year, we’re making some organizational changes to better serve our CRMUG Members. I will be moving out of the CRMUG director role and into the leadership of a newly formed Member services team that will focus exclusively on enhancing your overall Member experience. With that, I invite you to welcome Tony Stein, our new CRMUG director. Tony has a long history in the Microsoft Dynamics CRM community, having worked on the Microsoft Dynamics team for 10 years. I’m excited about the strong leadership and fresh ideas that Tony will bring to our group. He will join our team at Convergence in Houston, and he looks forward to meeting as many of you as possible! Tony can be reached at [email protected].

I hope you enjoy this issue of the CRMUG Magazine and I hope to connect with you in Houston.

Cheers!

Janet LampertCRMUG Director

summer2011 www.axug.comfrom the directorHappy New Year! Janet Lampert

As we look ahead to an exciting new year, I can’t help but reflect on 2011

and marvel at the fantastic year that our CRMUG® community has experienced. It’s hard to count our many blessings, but I’ll share with you a few of my favorites.

First, we have been blessed with a fabu-lous group of volunteers that have helped plan, coordinate, and execute around 190 educational webinars. Many of these

webinars have been led by the Microsoft Dynamics CRM most valu-able professionals (MVPs), and I can’t thank them enough for sharing their knowledge. I’d also like to extend a huge “thanks” to all of the expert Microsoft Dynamics CRM Users that took leadership roles within – and lent their expertise to – the CRMUG Special Interest Groups (SIGs).

We’ve also been blessed with an awesome array of CRMUG Regional Chapter leaders that have committed to building the CRMUG community within their local markets. It was a monumental initia-tive and achievement in 2011 to launch quarterly chapter meetings in 27 locations, and 52 Users stepped up to take leadership roles. Thank you to each of these leaders who openly share their Microsoft Dynamics CRM experiences and help facilitate meaningful dialogue between Users in our various regions.

I can’t say enough about the fantastic group of CRMUG Mem-bers who put enormous effort into making our CRMUG DayONE and Summit conferences wildly successful. The strength of our event programming continues to grow, and that has led to increased event attendance and more valuable networking opportunities. We experi-enced a record-breaking Summit attendance growth of 59 percent in 2011; hats off to all of you!

The CRMUG community is also blessed with a wealth of expert VAR and ISV Partner Members who openly share their expertise with the CRMUG community. Their knowledge and experiences are invaluable, and CRMUG and the Microsoft Dynamics CRM commu-nity as a whole grow stronger because of their contributions.

And lastly, I’d like to thank the CRMUG board of advisors for the investment they make in helping guide CRMUG, for the time they spent helping me navigate my first year as CRMUG director, and for their never-ending evangelism of CRMUG.

Looking ahead, I am excited for what 2012 has in store for CRMUG. You’ve no doubt joined CRMUG as a means of connect-ing with other Microsoft Dynamics CRM Users, and I am commit-ted to facilitating new and effective ways to help you accomplish just that. My CRMUG New Year’s resolutions are:

» To better understand your issues, allowing me to develop pro-gramming that best meets your needs.

» To provide a larger variety of programming for ALL roles within your organization.

» To improve the daily service we offer to you by responding quickly and accurately to all your requests.

» To offer you a great return on your membership investment.Thank you for your contributions to a successful 2011; here’s to an

excellent 2012!Cheers,

Janet LampertCRMUG Director

This label only applies to the text stock.

Winter 2012 5

This label only applies to the text stock.

Spring 2012 5

Quote and Order Automation Solutions forMicrosoft Dynamics™ CRM

Experlogix Product Configurator

Visit us at Convergence Booth 224 or Experlogix.com

eventsAprilApril 3 – Best Practices in Workflow

April 4 – SIG: Marketing

April 5 – SIG: Public Sector

April 10 – SIG: Professional Services

April 10 – SIG: Financial Services

April 13 – SIG: CRM Administration

April 18 – Partner Showcase: ClickDimensions

April 19 – User Group Information and Orientation

April 19 – SIG: Non-Profit

April 24 – Partner Showcase: Broadlook

April 25 – Partner Showcase: Microsoft Dynamics CRM + TARGIT Business Intelligence = Seamless Integration

MayMay 2 – SIG: Marketing

May 3 – SIG: Public Sector

May 10 – SIG: Social CRM

May 15 – Round Table: Social CRM? Step #1 = Good Data

May 17 – Sales Force Automation Best Practices

May 22 – SIG: CRM Administration

May 31 – How to Present and Sell CRM Internally

JuneJune 6 – SIG: Marketing

June 7 – SIG: Public Sector

June 7 – Partner Showcase: Experlogix

June 12 – SIG: Financial Services

June 12 – SIG: Professional Services

June 21 – SIG: Non-Profit

Spring 2012 7

12th Man Foundation

Amway

Dutchman Tree Farms

New MembersWelcome to Our

CRMUG® is adding new Members (with new Microsoft Dynamics CRM expertise) every day! Less than two months into 2012

we have added 493 individual Members to the CRMUG community, bringing the group’s grand total of Member organizations

to 1,866. Welcome to our new Members, and to all Members, thank you for your participation and continued support! Each

new Member organization adds value not only to their own company, but also to the entire community as they share their

knowledge and experiences.

We want to recognize those Members who have invested in CRMUG Premium membership thus far in 2012 as well as our

Premium Partner Members. Thank you! Please note that these organizations have given CRMUG permission to share their

name publicly.

Education Management Corporation

Galore Resource Inc.

HB Group Inc.

Again, thank you for your contributions, and welcome to CRMUG! If you, too, want to explore the benefits 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-specific programming.

Premium Members Added in 2012

AssureSign LLCPremium Partner Members Added in 2012

Myriant Corporation

Plexis Healthcare Systems

Wells Fargo

8 CRMUG Magazine

meet the boardAnne

Stanton What has been your greatest benefit from being a CRMUG Member? Networking and the educational material I’ve gained from webinars.

Company: Fm global | Location: Johnston, rhode Island | Email: [email protected]: Principal Business Analyst | Industry: Insurance Board Member Since: 2010 | Microsoft Dynamics CRM User Since: 2004

TeresaCrossland

SyedAnwar Ali

What has been your greatest benefit from being a CRMUG Member? The learning and knowledge gained from attending webinars and Summit, as well as networking with other Members. It’s not only the CRM knowledge, but also the knowledge with business processes and best practices.

Company: 1st Farm credit Services | Location: Bloomington, IllinoisEmail: [email protected] | Title: Business Analyst | Industry: Financial Services

Board Member Since: April 2010 | Microsoft Dynamics CRM User Since: may 2006 HanselGillis

What has been your greatest benefit from being a CRMUG Member?I have been able to learn more about the actual experiences of other Microsoft Dynamics CRM Users regarding their deployment and adoption issues. This has allowed me to avoid issues and take advantage of solutions.

Company: Tyco Flow control | Location: Houston, Texas | Email: [email protected]: Director Business Development - crm | Industry: Flow controlBoard Member Since: November 2010 | Microsoft Dynamics CRM User Since: April 2010

What has been your greatest benefit from being a CRMUG Member?It helps me to understand how the Microsoft Dynamics CRM features and functionalities can be used by different industries with different objectives.

Company: Wipro Ltd. | Location: redmond, Washington | Email: [email protected]: crm Architect | Industry: e-commerce

Board Member Since: 2010 | Microsoft Dynamics CRM User Since: 2004

What has been your greatest benefit from being a CRMUG Member? The information and connections from webinars and events.

Company: Philips respironics | Location: murrysville, PennsylvaniaEmail: [email protected] | Title: Program manager | Industry: Healthcare Board Member Since: 2009 | Microsoft Dynamics CRM User Since: 2006

HughKonigsmark

Stay tuned to meet more board members in the next issue of CRMUG Magazine!

Spring 2012 9

Our congratulations also go to the following CRMUG Members for achieving finalist status in the awards process.

Booz Allen HamiltonFIS Global Magma Design Automation McCain, Inc.Microsemi Corporation OptimizedNow OSI Systems, Inc.

The award winners will be recognized during Convergence 2012 Houston and the full list of winners is posted on the Convergence website.

Congratulations to the following companies for winning Customer Excellence Awards! All of these companies are CRMUG® Members and Microsoft Dynamics CRM Users.

Ball Corporation 2012 Technology Innovation AwardPartner: Pariveda Solutions

Centene Corporation 2012 Industry Excellence Award

DENTSPLY International, Inc. 2012 Dynamic Business AwardPartner: Tectura

Safety-Kleen 2012 Operations Agility AwardPartner: PowerObjects

United Stationers Supply Co. 2012 Cloud Transformation AwardPartner: MBS Dev, Inc.

Wellmark Blue Cross and Blue Shield 2012 Ongoing Evangelism AwardPartner: Avanade

10 CRMUG Magazine

news

The Microsoft Dynamics CRM engineering team hired Jim Doran

in September 2010 to lead and evolve the Microsoft Dynamics

CRM Technical Preview Programs (TPPs), including the Technology

Adoption Program (TAP), Early Adopter Program (EAP), and the

Public Beta program (PB). Jim’s a member of the Microsoft-wide

TAP Leadership Team, has been a member of the business solutions

division for 11 of his 12 years at Microsoft, and previously led the

Microsoft Dynamics AX Technical Preview Programs area and team.

He brings a wealth of experience and expertise to this function of the

Microsoft Dynamics CRM engineering team.

“I look forward to designing and executing on best-in-industry

Technical Preview Programs intended to accelerate the pace of

evolution of Microsoft Dynamics CRM on behalf of the business

needs of our end Users, Customers, ISVs, and system implementing

(SI) Partners,” says Jim.

What’s new? The Microsoft Dynamics CRM TPP team is offering

an array of programs that enable them to accept all nominees.

Also, the Microsoft Dynamics CRM TPP team offers a perpetual

nomination process, accepting nominations for its TPPs with no

nomination deadlines. They are always open for business, just like

many of you!

What programs is the team offering? First, a TAP program that

includes key Customers, SI Partners, MVPs, MCS, and critical

ISVs. The TAP program focuses on enabling Customer/SI Partner

CRM Engineering Team Evolves Technical Preview Programs

teams who are in the process of deploying the next version of

CRM in production prior to release or shortly thereafter. Also,

the TAP focuses on enabling our key ISVs to learn about the new

features first so they can design and build new solutions, upgrade

and extend existing ones, and generally stay in lock-step with the

Microsoft Dynamics CRM engineering team. Finally, TAP is the

place for our MVPs to have access to the latest drops of the next

version of CRM.

Next, the EAP also includes TAP personas plus training Partners,

authors, Microsoft field reps, and anyone else with a valid business

case for very early access to next version of Microsoft Dynamics

CRM. The EAP is test-only access and runs in tandem with the TAP,

same timeline, with the same early access to the same bits as TAP. The

primary difference between the two is the expectations don’t include

pre-release production deployment or pre-release ISV solution

development.

Finally, the Public Beta includes all of the aforementioned persona

types plus Customer prospects. The PB will occur for all major

releases, about 60 to 90 days prior to release, and does not require

any additional legal agreements. The PB is primarily focused on

enablement and launch impact.

Sound good? Want to get involved? Please contact

[email protected], and the team will reply with the

nomination steps. CRMUG

Spring 2012 11

©2012 by Dynamic Communities, Inc.

SEATTLEsummit

connect • learn • share

Just wait for the experience!Think the view is amazing?

CRMUG summit

CRMUGsummit.comRegister Today:

The CRMUG Summit is the premier annual conference for Dynamics CRM users, CRMUG Partners and key Dynamics CRM personnel from Microsoft. Summit is an intimate, compact

and easy to navigate Microsoft Dynamics user hosted event. Users and industry experts come together to share business ideas and knowledge on Microsoft Dynamics CRM.

“Summit is absolutely a must attend for the great sessions, great presenters and educators and just the whole networking aspect.” – Andreas Kraemer, Sr. Manager of Client Engagement at AARP

October 15-18, 2012

Washington State Convention Center

Seattle, Washington

©2012 by Dynamic Communities, Inc.Spring 2012 13

In my mind, business intelligence is all about creating business results. It sounds simple, but in reality many times I see organizations being highly focused on generating a specific report or chart with no regard to the overall purpose. It may seem innocent…what could happen? Why don’t we just generate the charts and reports we want; surely more information is better than less, right? Well, the true problem of focusing on just generating a report or chart is found in what happens next. Once we have a piece of information, we will tend to find some

sort of surprise, something we want to understand deeper, and that drives another report or chart. This multiplication of questions is a natural function of businesses learning while they operate. Or said in another way, if we keep doing the same mistakes over and over, there would be no reason to ask any deeper questions since we would already have a report that addressed the following question. Luckily most businesses learn – those that don’t, die!

A learning organization poses a big challenge to the development of a successful business intelligence implementation, since it is by definition a project that never ends. It is in fact a problem that exponentially grows in size during implementation since User functional requirements multiply as we move from the strategic levels towards the operational levels, in addition to the multiplication of requirements generated by learning itself. Moreover, the number of questions and the pace of learning are higher at the operational level since decision cycles are shorter here as compared to the strategic level. Failure to recognize the dynamics of learning and the nature of decision cycles from strategic level to operations will make a business intelligence implementation fail. There are typically two types of failures: delusion or confusion.

Delusion: business intelligence simply doesn’t deliver what we hoped.This scenario occurs when we try to have a few people produce all the output, and typically a lot of reports, for

everyone else. If this project starts from the strategic level, it will seem to be delivering successful in the beginning, but the report builders will feel that more and more requests are coming in as people start using their information. If the ambition is to deliver business intelligence to the entire organization, they will feel requests starting to explode as they

A Holistic Perspective by Dr. Morten Middelfart

14 CRMUG Magazine

move deeper into the organization. Unless the group of report builders is huge (almost as large as the total number of decision makers!), the number of requests for new information will be snowballing into a workload that will prevent them from ever delivering to all Users. People at operational levels will feel that they do not get the information they need, and thus the world remains close to unchanged for them even though a business intelligence project at this time has most likely lasted months. The delusion is complete.

Confusion: we produce a lot of chart, reports, and dashboards, but the information does not add up. The complete opposite to the highly centralized developer approach is to let go of control and let Users and business units cater themselves with little or no integration. In this scenario we are pretty good at producing reports and charts at all levels, but continuously we will find people arguing about what are the “real numbers”. This is an acceleration of the problem that perhaps most have seen, where, for example, a financial manager appears in a meeting with a different revenue figure from the sales manager. Even though the numbers are close, the discussion is highly likely to be about data quality rather than about reacting on the trends and problems at hand. In the confusion scenario, decision cycles are in fact running backwards since we have to go back to the systems and double-check. Thus a lot of unproductive energy is spent arguing about what is the right course of action. In reality, the confused organization is worse off than the organization with no information since at least with no information there would not be the same loss of internal energy. Confusion drains the organization while it can even stimulate political agendas since multiple versions of truth thrive in it.

Solution: integration of all BI disciplines in decision cycles. The method to avoid both pitfalls is to recognize that it is all about the Users’ decision cycles as opposed to the individual report and chart. In principle, if we think about anything we do as supporting a better and faster decision – as opposed to the specific report – then an entirely new type of system emerges. For example, if you have been working with business intelligence systems already, have those systems completely integrated reporting and analytics? If you are in an organization that learns, then there cannot be a report without the need to analyze, simply because whenever something goes wrong or an opportunity presents itself, it will be something new. Therefore, prefabricated reports will not accommodate for the changes occurring in the real world, but analytics will provide that flexibility. On the other hand, reports and dashboards are excellent tools for creating a frame of reference that aligns the organization’s efforts and keeps focus on its goals. Recognizing that all these disciplines are tightly interlinked is the key to a successful business intelligence implementation that renders the complete organization informed, powerful, and agile. If Users can move freely between predefined goals (on reports and dashboards) as well as analytics that cope with the unexpected (problems and opportunities), any User will be able to travel a decision cycle end-to-end, from the moment something happens to the time when something is done about it! The system now supports all steps including decision and action, the two quite important steps that follow any understanding (analysis) of any piece of information about where we are and where we want to go as an organization.

Data quality, availability, and security are still important. A lot has been said about making sure that the data is correct before we can even start thinking about a business intelligence system, and it is of course true that we need data in a certain quality before BI even makes sense. However, most (any) organization today has at least a financial application, allowing it to file taxes without going to jail. My point is that the data residing in many systems used for operations are definitely good enough to base decisions on; why else would we run our operations on them?! Most likely, there are also a number of applications that can build a pretty good database for business intelligence automatically based on these operational systems. In other words, the attitude where IT staff will say that 80 percent of the work is about getting the data right is getting old. In fact, I think that this statement completely sets a project up to fail by design since it is neglecting the exponential pluralism in User decision needs mentioned earlier. It is, however, true that IT staff has an important role in ensuring data availability, quality, and security, which should not be taken lightly. This being said, it is important that IT staff does this with the sole purpose of catering the decision cycles organization-wide, and thus they should ensure that the systems they build and maintain support the User to move freely between the business intelligence disciplines, not confining them within a predefined reporting paradigm. So whenever a project is scoped to spend 80 percent of the time gathering and building a database, scope again! Make sure that at least as many resources are dedicated to making sure Users can actually make fast and better decisions in whatever they do; dedicate at least 50 percent of project resources to this!

The future is synergy rather than just efficiency. Until this point, we have concentrated on Users’ efficient decision making throughout an organization. The next step, and an important challenge in the future, is not just being able to be efficient in the decision process; it is about synergy. Synergy is when we start running decision cycles that are not possible for a human without a computer. The thought about synergy as the ultimate practice arises from the idea behind high-performance teams, where people team up to have other people shield their weaknesses and thus be able to fully exploit their strengths. If we apply the same thoughts to the human/computer scenario, I think we still have some road to travel, since synergy is built on the foundation of trust. First we need to trust the systems to the extent where we do not need to go backwards in decisions to verify data and information quality. Secondly, we need to trust computers to undertake some tasks autonomously. For example, do we prefer to enter a system and pull a given report ourselves, or are we using a computerized agent to let us know when to look at a report, or perhaps even what to look for? Most people are still most comfortable pulling information instead of trusting a computer to push information when relevant. However, if we arrive at a point where we do trust the systems to do more, the benefits in reaction time and resource utilization are obvious. We would be able to run our organizations more efficiently and make much more radical maneuvers than we ever could as people. If only we could trust our business intelligence system! CRMUG

To get better acquainted with Dr. Morten Middelfart’s research, patents, and future presentations visit www.targit.com/research.

Spring 2012 15

I recently walked into the men’s bathroom by mistake while visiting friends at a hotel lobby restaurant. Fortunately for me and everyone involved, my presence in the men’s bathroom caused little alarm, except for my embarrassment. Afterward, I wondered about how it happened. I have walked into the

wrong bathroom only one other time in my life. In both instances, the placement of the men’s bathrooms in relation to the women’s bathrooms weren’t what I was expecting. Now that I’ve spent a while thinking about it, I realize that I expect women’s bathrooms to be on the right and men’s

bathrooms to be on the left. Both the men’s bathrooms I mistakenly walked into were on the wrong side, at least from my perspective. I’m quite sure I haven’t been the only person to find themselves in the wrong place in these two inconsistently designed buildings.

I tell you this to illustrate that consistency is important in every aspect of our lives. It keeps traffic patterns flowing as smoothly as possible. It keeps thousands of people moving steadily through even the longest of airport security lines. It even helps us endure sometimes uncomfortable family situations because — even though

by Tracy Faleide

16 CRMUG Magazine

we get irritated by Aunt Edna’s constant criticisms — we are prepared for them.

Consistency is as essential for leaders as it is for busy waitresses or pet owners training puppies.

Many of us have experienced the fallout caused by erratic, unpredictable leaders. Remember the times you turned in what you thought was a good report only to discover your manager had changed the rules on the fly, and you had to suffer through a dressing-down and a complete redo? Or, how about the times you led projects to near comple-tion only to have an unpredictable leader surprise you with a last-minute review that brought you and your team back to square one with only a few days to respond?

Whether it’s in mood, expectations, involvement, promptness, policies, or lines of questioning, being a consistent leader is critical to the success of your organization…and to the mental health of your team members.

Since I have yet to achieve consistency in any aspect of my life (except, I guess, for my consistent avoidance of morning work-outs), I’ll describe an inspirational leader to you — a leader I look forward to being around and learning from. I’ll call him “D.”

When D enters a room, he doesn’t fill the space with his ego. In fact, he’s typically a few minutes early, peacefully waiting for others to join. D listens attentively and doesn’t distract himself or others with e-mail or side conversations. D asks relevant, thoughtful questions that help others form strong conclusions and strategies. D offers his opinions instead of imposing them on the group. D displays grace under pressure, even in the most stressful of situations. D searches for solutions instead of someone to blame. When D is involved, meetings and projects stay out of the ditches and remain focused on customers. In short, D is a consistent, quiet hero who I surreptitiously try to sit near in hopes his state of being will rub off on me by osmosis.

In case you’re thinking D is an amalgam I made up to illustrate a point, let me assure you he is real. I’ve had the honor of working with him for 25 years and have never once seen him being anything other than calm, open, helpful, optimistic, and most of all, consistent. And, if you’re like me and doubt it’s even remotely possible to be like D for more than an hour at a time, here’s the advice he gave me and other new managers long ago.

» Think hard about how you want to be

treated, and conversely, how you don’t want to be treated. Do more of the former than the latter until treating others the way you want to be treated becomes a habit.

» Nobody likes to be caught off guard. It leads to embarrassment, defensiveness, and avoid-ance. Even if you’re introducing just a small change, allow time and space for people to understand, prepare, and respond.

» Leadership isn’t a thing; it’s a state of being. Twenty years from now, no one will remember the projects you led or the decisions you drove. They’ll remember who and how you are, and how you treat others.

Well, D, it’s been more than 20 years, and you are absolutely right. I don’t remember the projects we worked on together or even what my role was when you were my manager. But I’ll always remember and be inspired by who and how you are. CRMUG

For help being a consistently great leader, or to find out who D really is, contact Tracy Faleide at [email protected].

Spring 2012 17

Murat Ozturan joined the Microsoft Dynamics CRM team five years ago to re-engineer the way the product presented itself to the enterprise market. Whereas some titles are generic in nature, Murat’s title of “program lead for engineering for

enterprise” quite aptly represents his team’s goal to bring a holistic, enterprise mentality to the product’s design. CRMUG® sat down with Murat to learn more about this initiative, the product’s direction, and what he enjoys most about time spent with CRM Users.

CRMUG: You joined the Microsoft Dynamics CRM team with a pretty specific directive. How did you gain the enterprise experience that’s been essential to creating success on that team?Murat Ozturan (MO): I’ve been with Microsoft 18 years in total, and my time prior to the last five years with the CRM team was spent in the field working with enterprise Customers and Partners, most of which were in financial institutions. Seven years ago I moved to the United States to manage the Microsoft alliance with Accenture and Avande and was responsible for the technology transfer to their offerings.

When I joined the CRM team, my responsibility was to create a group that focused on bringing enterprise-level knowledge to the development team. We created the concept of engineering for enterprise, E2. You won’t hear this, and you won’t hear this from any other Microsoft product as it’s unique to the CRM team.

My team has three challenges. The first is to be the subject matter experts on enterprise scenarios and work with feature teams to help build that expertise into the product. Another is to be the face of the research and development (R&D) team and work closely with ISVs, Partners, and Microsoft field to transfer our knowledge to the Customer projects. The third is to further the adoption of Microsoft Dynamics CRM within Microsoft.

Microsoft has historically used a lot of other products for its CRM needs, and I’m proud to say that today there are no competitive CRM products left in Microsoft. We have more than 40,000 unique Users and more than 65,000 seats using Microsoft Dynamics CRM in their day-to-day jobs.

CRMUG: That’s a large project in and of itself! How have you deployed Microsoft Dynamics CRM to all those groups?MO: There’s a specialized team in IT, and they manage the 40 plus instances we have of Microsoft Dynamics CRM. Those instances range from a team of three to six people to some instances serving more than 13,000 Users. We also have more than 40 test and development environments in addition to the live environment.

Microsoft IT provides an instance to the business and lets them build and implement their own solution or work with IT to customize the out-of-the-box experience.

CRMUG: You’ve seen a lot of progress in five years.MO: It’s been great, but it is not finished yet. We are also working with Microsoft IT to move all these instances to the cloud within several years.

CRMUG: Will you be at Convergence this year? What do you enjoy most about the event?MO: Yes, with a large portion of my team. Many people don’t realize that we bring a lot of our R&D team to Convergence. This year we have more than 40 R&D team members attending the event, covering all aspects of Microsoft Dynamics CRM, and our core purpose is to meet and talk with Customers to understand how the product is utilized and what they would like to see in the future releases.

CRMUG: What do you find most valuable about that time with Users?

Murat Ozturan, Microsoft

18 CRMUG Magazine

showcasemicrosoft member

Murat Ozturan, Microsoft

TM

TM CRM

MO: It’s a two-way conversation and a great time for us to brainstorm ideas with Customers. We’re able to do that in a short period of time and with many different Customers. It’s very valuable to hear firsthand the reaction of Users to our product. One of the things I always say is that people mistakenly think that because we’re building this race car, we’re also the magic drivers that go with it. We’re much more the mechanics; we don’t drive the product every day, and it makes a major difference when we go to Convergence and talk to the people who are in the driver’s seat. If they don’t like how things move from gear three to four, but can’t pinpoint the exact problem and we hear that from multiple people, we can go back to that area of Microsoft Dynamics CRM, look at it, and fix it.

CRMUG: That’s a great analogy. What advice do you have for Users who won’t be at Convergence this year?MO: One of my team’s responsibilities is community, and CRMUG is a very valuable group of Users and a great way of sharing the information that comes from Convergence. Another idea is to leverage the blogs and forums we produce as we’re always posting our latest info there. Finally, make plans to attend a future event. I was lucky enough to attend this past fall’s CRMUG Summit, and our team will continue to be part of those events and Convergence.

CRMUG: What advice do you have for Users who are prepping for the next update of Microsoft Dynamics CRM? MO: One of the most important things is that it’s a learning experience for both Users and Microsoft. Gone are the days when you’d have a version change every three years. It’s a cultural change for us as well as the people using the software to have a release every six months, but it’s the way business is headed.

The key things that are coming up in R8 are cross-browser and

performance enhancements. People will be surprised by the quick response of the screens and the information flows with it. We also have more online features, including more integration with Microsoft Office 365. I recommend that Users get involved in our technical preview program to share their feedback with us and better prepare themselves for what the next release will bring.

CRMUG: Does the statement of direction include all the new and upcoming features?MO: We have a very clear three-year plan with delivery milestones every six months. Every six months we tweak that plan as we look at the market’s response to the last update and shuffle features that were going to be released later to sooner – and sooner to later – based on Users’ responses.

In the past when Users sent a request, it could be three or four years before you saw a next release, and you might forget what you wanted to see updated. Now you might see it in six months and think “wow – they’re actually responsive!”

It’s also a nice rhythm for Users as previously the upgrade process became a migration and not an upgrade. If you’re doing this in small increments, it becomes an update rather than a big deal. For example, mature internet sites have updates all the time. You might notice a new click, new button, new information where it wasn’t before. This is already happening in our daily lives, and it’s becoming the norm of how we interact with solutions.

It’s a balancing act to deliver on this new biannual schedule, but it’s powerful in the sense that we are trying to deliver the most impactful features in the next release and are able to shift our priorities based on what our Customers are saying.

As a closing comment, I would like everyone to be active in the communities, follow Microsoft Dynamics CRM team blogs, leverage the forums, and join CRMUG. CRMUG

Spring 2012 19

tips & tricks

The Importance of Being DiscreetCRMUG

by Andrew Vogel

The importance of Discreet Activities (and the importance of marking Activities as completed when they’re finished) for the purpose of documenting History with an Account or Contact, and/or for Reporting, should not be

underestimated. At Cincom, we have seen a tremendous return

on using completed Activities to drive Reports. In the Cincom Acquire product group alone, we’ve added approximately eight hours per week of time NOT spent writing reports, and reports are generated real-time.

Andrew Vogel is a lead generation specialist at Cincom Systems.

Managing Roles at an “All User Level”by Heather Thigpen

Managing Security Roles can be a daunting task. We have found that creating a Security Role that has the minimum security for all Users is a great way to simplify your model. Let’s say for example all CRM Users (sales, marketing,

and Customer care-type employees) are able to read all account records and all cases. Generally you would create a Security Role for each of your User types (sales, marketing, and Customer care) and individually grant them the read rights to account and cases. And in this scenario if your Customer care reps would be able to also edit cases, you would grant this only to that role. Seems simple and is actually manageable.

But consider that you might have 20 roles, and now you

create a new entity and everyone is to be granted rights to read this entity. You would now have to go in and modify 20 roles to grant each one read rights to the new entity. So to reduce this task and simplify security, our recommendation is to create an “All Users” security role and make this the single role they must have before any others. In our example this “All Users” role would be granted to every User and would grant read rights to account and case. This way when you add the new entity which you now need to make sure everyone can read, all you need to do is update the All Users role, and the other roles simply stay unedited.

Heather Thigpen is director of IT, customer systems at IHS, Inc.

Automatically Placing a Re-activated Case into User’s Queue

by Tim Beljavskis

Our company is using Microsoft Dynamics CRM 2011 as a Customer service tool, which means we are creating lots of cases every day. One issue that we realized soon after implementation was that when a case needed to be re-opened by a

User, the case would not show up in that User’s queue. This made it possible for the case to fall through the cracks more easily.

I developed a custom workflow to resolve the issue.The workflow checks every case that has a change of status. If the

case is being Canceled or Resolved, the workflow will stop with a status of “Canceled”. If, however, the status changes to “Active” (in-dicating that it has been re-activated), the workflow will create a Queue item record in the “Modified By” User’s queue for the case.

Tim Beljavskis is a care projects - specialist at United Stationers Supply Co.

20 CRMUG Magazine

Academy Corner

J.R. Halasz recently discovered CRMUG® Academy and wants to share its benefits

with other Microsoft Dynamics CRM Users. J.R. is a Microsoft Dynamics CRM analyst III with Nalco Company, a new CRMUG Member that found value from its trial membership and decided that full membership would be a great value.

J.R. attended his first CRMUG Academy class this fall in conjunction with CRMUG Summit in Las Vegas. Nalco is upgrading to Microsoft Dynamics CRM 2011 in the next couple of months, and J.R. wanted to gain greater insight into the preparations necessary for the upgrade.

“The Academy class gave me a good idea of what will be needed,” says J.R. “It was definitely worth my while. The scripting of the class was accurate,

and I got everything out of it that I was expecting.” In addition to the technical insight, J.R. enjoyed

the opportunity to discuss implementation scenarios with fellow Users.

“The instructor was knowledgeable and really engaged in the class,” says J.R. “He wanted us to ask questions and gave us real-life scenarios, which are always a benefit.”

J.R. is looking forward to his next class, which will likely be one of the Academy’s remote offerings as getting away from the office, especially in the midst and wake of an upgrade, proves to be a challenge.

“I’d recommend that other Microsoft Dynamics CRM Users check out an Academy class,” says J.R. “It’s a great way to get the information I need while making connections with fellow Users.” CRMUG

AC

To check out the CRMUG 2012 Distance Learning schedule, go to www.CRMUG.com > Academy > Distance Learning.

Spring 2012 21

Adding Phone Number Auto Formatting to 2011 Forms

by David Sirbasku

To add phone number auto formatting to Microsoft Dynamics CRM 2011 forms using centralized JavaScript code, which is referenced, rather than pasting the script in every field’s event which you had to do in Microsoft Dynamics CRM 4.0, set up

your first centralized JavaScript file:1. Click on Settings/Customizations, click on Customize the

System2. Click on Web Resources3. Click on New

On the New Web Resources page, enter a name for your JavaScript file like “CommonFunctions”, and select Script (Jscript) as the Type.

4. Click Save5. Click the Text Editor button6. Enter the script like this (note the reference to the context)

7. Click OK to close the Text Editor8. Click Publish to publish the script and make it available to

be called from forms9. Next, customize a form with phone numbers such as the Lead

form and Click on the Form Properties button in the toolbar

10. Click the Add button to add the CommonFunctions library you just published to be referenced by the form

11. Now for each phone number field on the form, select the field in the control dropdown, select On Change for the Event, and click the Add button to add an event handler for that field

12. Select the Library you just published and type in the function name; make sure “Enabled” is checked, and for this type of reusable code check the “Pass execution context as first parameter” option

13. Click OK, save everything, and publish the form14. Now you should be able to type 10 digits in the phone field

and the script will format it. If you don’t type 10 digits, the script will leave the value in place.

15. Notice the clever new feature to pass the execution context, get the field without hardcoding the fieldname, and being able to reuse the central code from any form and any phone field.

David Sirbasku is vice president of business intelligence at Profiles International, Inc.

5. Click Save 6. Click the Text Editor button 7. Enter the script like this (note the reference to the context)

8. Click OK to close the Text Editor 9. Click Publish to publish the script and make it available to be called from forms 10. Next, customize a form with phone numbers such as the Lead form and Click on the Form

Properties button in the toolbar 11. Click the Add button to add the CommonFunctions library you just published to be

referenced by the form

12. Now for each phone number field on the form, select the field in the control dropdown, select On Change for the Event, and click the Add button to add an event handler for that field

tips & tricksCRMUG

22 CRMUG Magazine

Company:Sonoma Partners LLC

Interviewee:Jim Prothe, director of marketing Headquarters: Chicago, Illinois

Email: [email protected] Website: www.sonomapartners.com/mobile

Established: 2001

CRMUG® Partner Member Since: 2011

showcasevar partner member

Sonoma is a Microsoft Gold certified Partner with a focus on deploying Microsoft Dynamics CRM to mid-size and large firms. Working with Microsoft Dynamics CRM since the

pre-beta release, they’re one of the longest standing CRM Partners and have more than 1,000 successful deployments, both on-premise and online, in their portfolio. They’ve also published books through Microsoft, with several versions available for purchase on Amazon.

CRMUG: Tell me a little bit about your Customers.Jim Prothe (JP): We’ve had a lot of success in the professional services industries, particularly in accounting, architecture, and construction. Management and leadership in that space want one place to go to get their information, and we’re able to bring that information together through Microsoft Dynamics CRM.

CRMUG: The shift to online deployment for Microsoft Dynamics CRM has created quite a change to the way Users and Partners alike run their businesses. What implications do you see most with the change?JP: We now have an effective comparison point to one of the largest Microsoft Dynamics CRM competitors, Salesforce.com. When clients request an online deployment, they may have been using or looking at Salesforce, but now they are looking for something that integrates with the technology they have and already use, such as Microsoft Office. Because of that, Microsoft Dynamics CRM Online is a good choice for them.

CRMUG: What type of developments do you have coming for your Customers?JP: Our newest practice is enterprise mobility. We decided to start a mobile practice based on the consumerization of IT. There’s a lot of demand by our clients, and the market in general, to make data available on the iPad and other tablet devices.

Our approach is a little different than others in that we’re much more focused on use-case specific scenarios. Rather than building a one-size-fits-all product, we believe in studying the client’s use case and creating a custom app that improves their productivity in the field, such as enabling field reps to take advantage of features such as offline storage, location services, and touch screen functionality.

Our first application has been released and is a mobile sales kit that focuses on offline access to sales material, collateral, and so on. A future offering will include more focus on location services and will be designed for field sales reps to find accounts near them, map locations, drill down on intelligence information, and find key stats so there are no surprises when they walk in for a visit.

These first two applications are meant for the iPad, but we’re on a parallel development track for Windows 8 tablets. When they launch, we’ll be the first with enterprise-level apps for that device.

CRMUG: What’s the biggest challenge when developing mobile apps for Microsoft Dynamics CRM?JP: It hasn’t been the development of the application; it’s more about coming up with usage tactics…not with the iPad itself, but in how Customers use CRM to get the data they need.

CRMUG: We’re glad to have you as a Partner Member of CRMUG. What do you enjoy most about your participation? JP: Keeping a pulse on our User community and hearing their interests and challenges. When you attend events and hear people speaking candidly about their provider, it makes us better at what we do because we know what to do and what to avoid.

CRMUG: What do your Customers enjoy most about their participation in CRMUG?JP: A lot of our bigger clients are pretty active in the group, and they express a lot of value in finding best practices and better ways to do their day-to-day jobs. CRMUG

Spring 2012 23

Wordfind

CRMUG

Posted below are 25 words that relate to the topics and themes included in this issue of CRMUG® Magazine. These words can be

found in the grid horizontally, vertically, diagonally, backwards, and forwards. You can submit your completed word find for a chance to win a gift certificate. Simply scan and email your entry to [email protected].

AcademyAssociationBest PracticesBusiness IntelligenceChapters

CloudCommunityCRMCRMUGDayONE

DiscussionsKnowledgeLearnMemberMicrosoft

Murat OzturanPremiumRolesRoundtablesScribe

SIGSolutionsSonoma PartnersSummitTraining

T R A I N I N E M E D A C A T R A I N I N G O L CS R M U I M E R P A D S S E T P A H C T A R U M HE S A C S N D S N O I T O L O S O L U R A E R D AT C C E O D I S C B U S S L R T U M R C M D E I PI R A Y C M S D T N E O I E U D A C A H I U A S TN I A D O N M B C I C S N B S T N D S A C B G C EU D D A M H E U U E M T T R I E I U S P R U I U RM I C Y M R A G N S R M E P C L A O O Y O S V S DM S L S U P E R I A I N U I R B T E N R S I E S AO C O I M T S T P L S N G S E A G A E S O N Y I YC U U X N E L A P D L S E L L D C R A E F E T O OS S D A I S M E D A A E O S E T D T T R T S I N GE S E P S O I B A L H Y T L S N N I I S D S N S DL Y L E N S O L E R O C W N E I U R D C E I U O EB D M O L S O A G R D O D O I A O C A N E N M N LA A S E B Y D C L D N L E A N S R S L O A S M O WT Y R A D T R A I K I M M U S O S D R S L T O M OD T O D T A E M D A C A D E M O L E A O D E C A NN W U S N B C S R E T P A H C I T A N Y L D L P KU O N T I S D A R P A I M I O N O S L I O E O A LO R E R O G M E M B U R A C A D E M E D S N S E DR S C R D A Y T E N A T P R E M I R O B O U A R NC S C D S G N E I N I A R T U O L C H A N R B T UI I L N A R U T Z O T A R U M D R A E L N D S N O

M E M B E N A R N U T Z O T A R U M U M E R P E R

24 CRMUG Magazine

Company:Scribe

Interviewee:Lou Guercia, president and CEO Headquarters: Manchester, New Hampshire

Phone: 603-622-5109 Email: [email protected] Website: www.scribesoft.com

Established: 1996

CRMUG® Partner Member Since: 2009

showcaseisv partner member

CRMUG: Tell me about your company’s background.Lou Guercia (LG): Scribe has been in the CRM and data integration market for more than 15 years. We have more history and expertise in and around CRM integration than just about any software company and have worked with Microsoft Dynamics CRM since the very first version in 2003.

It’s a unique position as we’ve not only grown up with the Microsoft Dynamics portfolio, but we’ve also grown up with the Partner channel and Microsoft’s go-to-market strategy which has allowed us to build a global network of more than 1,000 Partners to serve more than 12,000 Customers. We’ve also expanded our practice to the global market and while we’re headquartered in New Hampshire, we’ve doubled our presence with a subsidiary location in The Netherlands.

CRMUG: Share a little about what Scribe does for its Customers.LG: We have CRM data integration solutions that are both software and cloud-based. Our heritage product that most Partners and Customers know is Scribe Insight, and that offering has been in market for more than 10 years.

Last year at Convergence we showed Scribe Online, a cloud-based integration platform built entirely on the Microsoft stack with Microsoft Azure as the platform and support from .NET and Silverlight.

This product was developed for the trend of hybrid computing, and it can be delivered via the cloud and locally for the Partners and Customers who want to integrate with back office systems that are still running on-premise. We’re one of the few data integration providers that can offer both deployment options right now. Cloud-based computing is a trend that’s only going to gather more steam, and we want to provide our Customers with the ability to make the decisions based on what’s best for their business needs.

CRMUG: What do you have coming up for Customers?LG: We have a couple of really big things for Convergence. We recently introduced Scribe Online Synchronization Service (SYS), which gives Customers the ability to connect Microsoft Dynamics CRM to other data sources such as SQL, MySQL, ODBC database, OLE DB, and text files.

In addition to that, we announced our SPARK developer program, where developers can write their own connectors. This is really great for those who have an application that they want to integrate with Microsoft Dynamics CRM.

CRMUG: Many Users are doing their own development work these days. Can they work with you to make adjustments on their own?LG: Yes, Scribe Online SYS enables them to see if they can build a connector for their business. We want to provide more value to Microsoft Dynamics CRM Users so they’re able to be more successful and offering choice between on-premise and on-demand cloud service is important.

CRMUG: What sets you apart from your competition?LG: We have so much experience and expertise in integrations, and really understand the issues of integrating Microsoft Dynamics CRM to ERP. Our history in the market backs that up. We also have a strong vision as to where this market is headed and provide thought leadership to make our Partners and Customers more successful as they implement the software and extend its value to their companies.

CRMUG: What’s been the greatest benefit of being involved in CRMUG?LG: We’ve been a big supporter for awhile and are very active. Being part of CRMUG has enabled us to provide additional value to Customers, whether that’s answering questions at Summit or presenting during webinars and regional meetings.

The input we receive from Users is also so valuable. That feedback goes back into our business and becomes part of our product roadmap to provide better support for our Customers.

CRMUG: What would you recommend Users do to benefit more from CRMUG?LG: The best thing for a new User is to get active in discussions so the CRM community can help them have a successful launch and implementation. Getting into that conversation is going to help a lot of Users get quick value.

It’s equally important for more established Microsoft Dynamics CRM Users to participate in as many activities as possible. CRM is not a static thing, and the conversations are now around how CRM itself is becoming more strategic, enabling companies to build repositories of information that help people build stronger businesses and achieve terrific outcomes.

If you’re not active in the discussion, you’re not maximizing your chances for longer term success. That’s why we show up at so many of the events; we want an opportunity to learn as well as share our own thinking. CRMUG

Spring 2012 25

Global Option Sets in Microsoft Dynamics CRM 2011

by Jeff Wedren

Business SituationI would like to filter my look up for the primary contact of an

account to only those contacts that are related to that particular account.

SolutionIn Microsoft Dynamics CRM 2011, you now have the ability to

filter your look ups between entities without any code.From within the record, you have lookup fields. You can now

search for only your records or you can filter by related parent records.

1. You can configure the filter by opening up an account, click on the customize tab, click on form.

2. Double click on the primary contact lookup field to bring up the fields properties. On the display tab, you have a section called Related Records Filtering.

3. In the Only show records where: choose “Contacts (Parent Customer (Accounts))”.

4. In the Contains, choose “Current Record”.

SummaryWith Microsoft Dynamics CRM 2011, we now have the ability

to configure filtered lookups on a variety of parameters right within the customization capabilities without writing any code. Filter lookups increase User productivity and ease of use.

Jeff Wedren is director of marketing at PowerObjects.

Global Option Sets in Microsoft Dynamics CRM 2011 Jeff Wedren

Business Situation

I would like to filter my look up for the primary contact of an account to only those contacts that are related to that particular account.

Solution

In Microsoft Dynamics CRM 2011, you now have the ability to filter your look ups between entities

without any code. From within the record, you have Lookup fields. You can now search for only your records or you can filter by related parent records.

1. You can configure the filter by opening up an account, click on the customize tab, click on form. 2. Double click on the primary contact look up field to bring up the fields properties. On the display

tab, you have a section called Related Records Filtering. 3. In the Only show records where: choose “Contacts (Parent Customer (Accounts))”.


Summary

With Microsoft Dynamics CRM 2011, we now have the ability to configure filtered look ups on a variety of parameters right within the customization capabilities without writing any code. Filter look ups increase User productivity and ease of use.

Jeff Wedren is director of marketing at Power Objects.

Tracking Contacts When They Move from One Account to Another Jeff Wedren

Business Situation

We have contacts that move from one account to another on a regular basis. We want to keep track of that movement and also maintain history for that contact relationship as they move.

Solution

Here is one possible solution to meet these requirements:

1. Create a new contact record for this individual with his/her new details (phone, email, etc.) and associate him/her to the account that he/she now represents.


Summary

With Microsoft Dynamics CRM 2011, we now have the ability to configure filtered look ups on a variety of parameters right within the customization capabilities without writing any code. Filter look ups increase User productivity and ease of use.


Tracking Contacts When They Move from One Account to Another Jeff Wedren

Business Situation

We have contacts that move from one account to another on a regular basis. We want to keep track of that movement and also maintain history for that contact relationship as they move.

Solution

Here is one possible solution to meet these requirements:

1. Create a new contact record for this individual with his/her new details (phone, email, etc.) and associate him/her to the account that he/she now represents.

tips & tricksCRMUG

26 CRMUG Magazine

Business SituationWe have contacts that move from one account to another on a

regular basis. We want to keep track of that movement and also maintain history for that contact relationship as they move.

SolutionHere is one possible solution to meet these requirements:1. Create a new contact record for this individual with his/her

new details (phone, email, etc.) and associate him/her to the account that he/she now represents.

2. To keep track of the movement of that individual from one account to the next, you can use a Connection. Create a contact connection role called “Previously Employed”.

3. Create a connection for the new contact record using the “Previously Employed” role to the old contact record. You can include dates of employment and other notes or descriptions to the connection.

Now when I open Kenny Rogers’ record, I have a Previously Employed Connection to the old contact record with all of Kenny’s history to his previous employer.

4. Lastly, to maintain the history for the contact associated to the old account, you will want to deactivate the contact in lieu of deleting the contact record. By deactivating the contact, you will maintain the history and audit trail; however, it cannot be edited, and relationships between the account or contact and other records cannot be created.

SummaryA combination of connections and deactivation of records

enables the ability to preserve history and keep track of contact movement from one account to another. CRMUG

Jeff Wedren is director of marketing at PowerObjects.

Tracking Contracts When They Move from One Account to Another

by Jeff Wedren

2. To keep track of the movement of that individual from one account to the next, you can use a

Connection. Create a contact connection role called “Previously Employed”.

3. Create a connection for the new contact record using the “Previously Employed” role to the old contact record. You can include dates of employment and another notes or description to the connection.

Now when I open Kenny Rogers’ record, I have a Previously Employed Connection to the old contact record with all of Kenny’s history to his previous employer.

4. Lastly, to maintain the history for the contact associated to the old account, you will want to deactivate the contact in lieu of deleting the contact record. By deactivating the contact, you will maintain the history and audit trail; however, it cannot be edited, and relationships between the account or contact and other records cannot be created.

Summary

A combination of connections and deactivation of records enables the ability to preserve history and keep track of contact movement from one account to another.


2. To keep track of the movement of that individual from one account to the next, you can use a

Connection. Create a contact connection role called “Previously Employed”.

3. Create a connection for the new contact record using the “Previously Employed” role to the old contact record. You can include dates of employment and another notes or description to the connection.

Spring 2012 27

contest

We had quite the receiving line at CRMUG® Summit this past fall! What would you name this photo? Simply

email your submission to [email protected]; all submissions will be printed in the magazine’s next issue.

name that photoCRMUG

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

NOTE: The Partner Channel, Dynamic Communities®, and CRMUG® offers no expressed or implied warranty or guarantee for any of the products included in this directory. Support and quality assurance of these software products and services are solely the responsibility of each Microsoft Dynamics Partner.

*Due to the nature of the “classified” format used for The List, Microsoft Dynamics brand guidelines may not have been followed. We encourage Partners NOT to follow the example we are setting!

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

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

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

Welcome to The List from The Partner Channel®! The List is a tool that enables you to quickly and easily find products specific 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

Industry...................................................................Page 30

Horizontal................................................................Page 37

Services...................................................................Page 49

The List Table of Contents

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

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Agriculture

Encore Business Solutions www.encorebusiness.com888-898-4330 ext. 314REAP - Renewable Energy Agricultural Processing Manage commodity procurement, con-tracting, settlements, inventory & BI.

Northlake Partners www.TheNorthlakePartners.com 425-773-9606BluWare - Commodity ProcurementAutomate AP for the harvest, hauling, & purchase of crops, grain, & fish. Manage prices, deductions, taxes, & GL accruals for delivery tickets.

Sierra Workforce Solutions

www.sierraws.com • 800-822-0973 Sierra Workforce Solutions A leader in the time clock and time and labor management solutions industry. Microsoft Silver Certified, our proprietary software allows us to migrate data from any time and attendance system to any payroll system.

Apparel

Lanham Associates® www.lanhamassoc.com • 678-379-4200 ext. 105EDI Embeds logical mapping tool inside NAV for seamless mapping of EDI to business transactions & associated NAV documents. Standard X12. VAN avail.

RedTail Solutions www.redtailsolutioins.com • 508-983-1900RedTail EDICloud-based managed EDI service for suppliers to retailers. Best EDI with lowest TCO.

Automotive

AIM Computer Solutions, Inc. www.aimcom.com • 586-439-0300AIM Vision Automotive supplier industry focused ERP: EDI, AIAG Labels, MMOG/OEE Requirements, PPAP, Blanket Releases, SCM, Mixed Mode, and Repetitive.

Data Masons Software

www.datamasons.com • 866-575-1631Vantage Point EDI for DynamicsData Masons helps companies leverage EDI into a competitive advantage by pro-viding tight integration with Dynamics, without customizations.

First Tech Direct www.axforauto.com • 248-291-0138AX for AutoAIAG Labels, Release Accounting, CUM Mgmt, Supply Chain Mgmt, Sub-Contracting, APQP, PPAP, Repetitive Mfg, MMOG, Multi-Output BOM, Kitting, ILVS.

Lanham Associates® www.lanhamassoc.com • 678-379-4200 ext. 105Automotive ACE Automotive EDI inside NAV. ASN, Forecast/Release and Labels.

Aviation

Cincom Systems, Inc. erp.cincom.com • 800-224-6266NEW: Cincom Control Optimize ERP and simplify the complex business processes to realize 30:1 ROI and double-digit gain in profits. Meet us @Convergence booth #1346.

Chemicals

BatchMaster Software, Inc. www.batchmaster.com/solutions/dynamics-gp/overview.asp • 949-583-1646 ext. 226BatchMaster Manufacturing for Microsoft Dynamics GP In-built to Microsoft Dynamics GP, not an integration. Manages formulation, compliance, quality, production & planning for Food, Chemical, Cosmetic, Personal Care, Nutraceutical & Pharmaceutical manufacturers.

Encore Business Solutions www.encorebusiness.com888-898-4330 ext. 336Inventory I/O Control Manage by-prod. inv. levels. Record & track unlimit. # of scndary items.

Fullscope www.fullscope.com/microsoft-dynamics-chemical-accelerator.php • 256-771-7050Fullscope Chemical Industy AcceleratorHandles requirements like active in-gredients, formula scaling for potent ingredients, tracking lot inheritance from parent-child items & more.

Vicinity Manufacturing

www.vicinitymanufacturing.com • 770-421-2467VicinityWritten for the process manufacturing industry Vicinity manages formulation, quality control, compliance, production, & planning for Food, Beverage, Chemical, Cosmetic, Personal Care, & Pharmaceutical manufacturers.

Churches and Ministries

BGE, Inc. www.bgeinc.net • 877-656-8800FundVisionPowerful fundraising, donor manage-ment software for nonprofits to cultivate prospects; stay in touch with constituents; track campaigns; integrate w/Dynamics GP. Support Check Scanner, CC Processing, web donations.

InterDyn Artis www.proclaimcrm.com • 888-841-0505ProclaimCRMChurch management software for ministries built on Microsoft CRM providing member & group mgmt, web portal, contribution tracking & much more.

Construction

AXtension www.axtension.com/index.php/en/applications/axtension-solutions/visual-project-planning • +3177 323 2622AXtension Visual Project PlanningGraphical planning of projects, resources and materials.

Consumer Packaged Goods

Absolute Value www.absolutevalue-us.com • 678-389-7289Absolute Value/Lanham Associates Best-fit formula, demand forecasting & multisite replenishment solution with DRP, collaboration, hub & spoke, drill down visibility. On-demand and on-premise. Reduce inventory levels and improve customer service.

Accellos, Inc. www.accellos.com • 719-433-7000Accellos/vSync EDI EDI and supply chain compliance solutions for Microsoft Dynamics.

Arbela Technologies www.arbelatech.com • 949-291-4777NEW: Industry-Tailored Dynamics AX SolutionsWith over 100 years of cumulative ERP experience, we have tailored Dynamics AX to fit the specific needs of this industry. Gain from our experience and maximize the return on your AX investment.

Business Systems Integrators www.BusinessSysInteg.com • 866-871-2097EDIBSI EDI is designed with you in mind-the smaller/medium-sized enterprise.

Collins Computing www.collinscomputing.com • 800-943-9211Dynamic CPGOptimize profitability with the Dynamic CPG solution. Includes Product Lifecycle Management, Landed Costing, and Demand Forecasting/Planning, all inte-grated with Microsoft Dynamics AX for consumer goods.



Flintfox International Limited www.flintfox.com • 404-245-5116 TPM for Dynamics Suite Integrating Trade Promotion Management processes into Dynamics. Sell-side and Buy-side, advanced pricing, planning and execution of deals, promotions, rebates and fees, plus settlement (deductions, claims, payments).

HighJump TrueCommerce EDI Solutions www.highjump.com/truecommerce 724-940-5520 ext. 335HighJump TrueCommerce EDI Solutions HighJump TrueCommerce EDI makes EDI painless with an end-to-end solution that is easy to use, robust, and afford-able.TrueCommerce EDI is a Microsoft Gold Certified Partner and certified for Microsoft Dynamics GP.

Lanham Associates® www.lanhamassoc.com • 678-379-4200 ext. 105ACE - Advanced Commerce ERP EDI, ASN, Ship/Carrier Manifest, Labels, Bar-Coding, TP Compliance, WMS, Fcst & Replenishment. Total solution inside NAV. No integration issues. 80,000+ us-ers worldwide.


Lanham Associates® www.lanhamassoc.com • 678-379-4200 ext. 105AFP (Advanced Forecasting and Procurement) for Distribution Best fit forecasting & multi-site replenish-ment solution with DRP, collaboration, promotions, drill down visibility & multi rollup views.

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RockySoft www.RockySoft.com • 970-493-0868 ext. 105Inventory Management and Supply Chain Planning Pack Light Inventory Management Suite-Forecasting, Inventory Management, Purchase Order Planning, Vendor Lead Time Management, Retail Store Planning and S&OP.

SPS Commerce www.spscommerce.com • 866-245-8100Trading Partner ComplianceSoftware-as-a-Service (SaaS) EDI and Label Services.

Cross Industry Solution

Altec www.altec-inc.com • 800-997-9921 ext. 1255doc-link Integrated Document Management Capture, workflow, route & archive with doc-link, Integrated Document Management for Dynamics SL, AX, NAV & GP.

Arbela Technologies www.arbelatech.com • 949-291-4777NEW: Centralization Solutions For Dynamics AXArbela’s Master Data Centralization for Dynamics AX introduces the Universal Company concept which holds and man-ages the enterprise-wide master data for sharing across multiple companies.

Ariett Business Solutions, Inc. www.ariett.com • 781-826-1120Ariett Purchase & Expense SolutionsManage Purchasing and Travel Requests, Employee Expense Reporting, Vendor Invoices & Electronic Documents.

AssureSign LLC

www.assuresign.com • 407-670-0400AssureSign Electronic Signature SoftwareIntegrated cloud or on-premise enterprise class Electronic Signatures.

AvidXchange, Inc.

www.avidxchange.com/landing/microsoftdynamics • 704-971-8128Complete Accounts Payable Software Solution Streamline invoice capture, intelligently route approvals and automate payments all in 45 days or less... guaranteed.

Bottomline Technologies www.bottomline.com/dynamics • 866-551-6934Create!form® Complete Document & Payment Automation: Customized & deliver Dynamics output, including MICR checks. Easily reformat data, building “intelligent forms” & generate streams for print, fax, email, archive or web.

Bottomline Technologies www.bottomline.com • 800-472-1321Transform Content CenterDigital document archive, search and retrieval of business documents.

Bottomline Technologies www.bottomline.com/transformap_ax866-551-6934TransformTM APIntegrated AP invoice capture, configurable workflow and storage. Link invoice data directly to AX for automated matching of PO-based invoices plus exception pro-cessing with online review and approval.

Business ComputersSoftware, Inc.

www.business-computers.com • 303-494-9390Time Matrix Time Matrix is a Time Clock for Dynamics GP. It can integrate with PR, HR, RM, SOP, PA, Manf, WennSoft or Horizons. It can use a touch screen monitor, magnetic card reader, bar code scanner or finger print reader.


COGEP Inc. www.cogep.com • 418-626-2503 ext. 144NEW: GUIDE Ti ™ / Totally Integrated Maintenance SoftwareCMMS/EAM - Manage the actions and costs related to the maintenance of strategic assets - buildings, distribution/produc-tion equipment and vehicles. Guide Ti™ seamlessly integrates to Dynamics ERP.

Datahaven for Dynamics www.datahaven4dynamics.com • 757-222-2000Datahaven for DynamicsDatahaven is the only scanning, OCR, and workflow solution natively embedded “not simply integrated” throughout the Microsoft Dynamics NAV user experience and available to non-NAV users from Microsoft Outlook.

Encore Business Solutions www.encorebusiness.com 888-898-4330 ext. 336Investor Relationship Manager Effectively manage 3rd party investments - increase shareholder satisf.

Encore Business Solutions www.encorebusiness.com888-898-4330 ext. 336Advanced SmartList Enhanced analysis of SmartList data. Ad-hoc reoprts & queries on the fly.

Encore Business Solutions www.encorebusiness.com888-898-4330 ext. 336Recurring Contract BillingAutomate cyclical billing processes & improve cust. & contract mgmt. Auto- generate scheduled invoices reducing billing & invoicing time.

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

eRequester by Paperless Business Systems www.erequester.com • 206-256-0771 ext. 123eRequesterWeb Requisition, Workflow, PO & Expense Approval and Receiving system.

EthoTech, Inc. www.ethotech.com • 678-384-7500 ext. 1Commission PlanStop fighting with Excel spreadsheets & meaningless reports to calculate & pay commissions, bonuses, royalties, or other types of compensation. Automate your entire commission process right inside of Dynamics GP.

EthoTech, Inc. www.ethotech.com • 678-384-7500 ext. 1Next Numeric CollectionAuto-generate your master record IDs (i.e. Customers, Vendors, Items, Fixed Assets, etc.); as well as transaction batch IDs.

ImageTag, Inc. www.imagetag.com • 480-753-9300KwikTag Document Capture & Workflow for DynamicsPowerful. Practical. Proven. More choose KwikTag’s document & case mgmt.

Integrated Software, Inc. www.isiusa.com • 321-984-1986Request For QuoteCreate RFQs. Save Vendor responses. Auto-create PO’s and Sales Quotes.

Integrated Software, Inc. www.isiusa.com • 321-984-1986Credit Card AuthorizationToken-based system eliminates need to store sensitive credit card data. Handles all your credit card processing needs. Seemlessly integrated with Sales Order Processing and Cash Receipts.

ITDP Solutions Limited www.itdp-solutions.com • +44 8453 721 960dotStore eCommerceComplete eCommerce solution for B2B/B2C and iPhone/Android devices.

ITDP Solutions Limited www.itdp-solutions.com • +44 8453 721 960popXMLDocument exchange automation for POP in Dynamics GP.

ITDP Solutions Limited www.itdp-solutions.com • +44 8453 721 960Project Budget Manager for Business PortalMaintain Templates, Contracts, Projects, Budgets & Resources within BP.

JAT Computer Consulting, Inc. www.jatnet.com/JPI.htm800-580-2595 ext. 462JAT Payroll Interface (JPI) JPI is a bi-directional integration linking GP HRM with ADP payroll.

kCentric Technologies Inc

www.k-ecommerce.com • 514-973-2510 ext. 226NEW: k-eCommerce ecommerce solutionB2C, B2B, customer service, SEO, CMS, seamless real time integration to Dynamics AX, GP, NAV, CRM, multilingual, multi-currency SaaS, On Premise.


Lanham Associates® www.lanhamassoc.com • 678-379-4200 ext. 105E-Ship Shipping from sales order through mani-fest.Package carriers available.

Liaison Software Corp

www.liaisonsc.com • 714-543-9877 ext. 201Liaison Messenger EDDBatch print, e-mail, fax, ftp, convert, burst, collate, route, all Forms, EFTs, Direct Deposits, and Reports to customers, vendors, employees, etc directly from Microsoft Dynamics. Supports SSRS,Crystal, & Dexterity.

PaperSavePro www.PaperSavePro.com • 877-727-3799PaperSavePro PaperSaveProTM is a Certified for Microsoft Dynamics document management and electronic workflow solution that elimi-nates inherent risks and inefficiencies associated with paper.

Paramount Technologies

www.paramounttechnologies.com248-960-0909WorkPlace RFQAllows your vendors/suppliers to bid via an externally hosted website. Drive down your product costs with online RFQ responses bidding & ranking. Seamlessly integrated to Workplace Purchasing.

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www.paramounttechnologies.com248-960-0909WorkPlace eProcurement Includes PunchOut, Check Request, Budget Compliance, RFQ, Requisition, PO Generation, Receiving, Invoice Matching & Vendor Contract Compliance.

Professional Advantage www.profad.com • 701-235-2363Company Data Archive (CDA)Easily archive data from your live Dynamics GP company to a historical company. Reduce hardware costs, increase Dynamics GP performance and eliminate clutter in inquires and reports with CDA.

Solver www.solverusa.com • 310-691-5300Solver - BI360Excel-based Financial & Operational Reporting, Budgeting, Dashboards, & a pre-configured Data Warehouse w/ direct integration to Dynamics.

Education

Avastone Technologies LLC www.avastonetech.com • 920-687-4797NEW: Teacher Contract Management for PayrollCalculate/manage multiple contracts w/ unlimited terms/scales/events; add addtl compensation via multiple accounts; calculate backpay, retropay.

Blue Moon Industries www.bluemoonisv.com • 401-276-9000Advanced GL CloseAdds multiple GL segment selection capability during year-end close.


www.paramounttechnologies.com248-960-0909WorkPlace for Education Budget & purchase against capital proj-ects. Track requisitions, robust approval process, powerful RFQ, Project, Time and Expense.

Equipment dealers

Concept Computer Corporation

www.dealershipdynamics.com • 800-561-5852NEW: DealershipDynamics Just WorksDealershipDynamics is a complete solu-tion for all equipment dealers. Powered by NAV 2009, integrated features include an equipment configurator, mobile service solution, doc archiving and Microsoft CRM 2011.

Finance/Banking

AssureSign LLC


AvidXchange, Inc.


Food and Beverage



Appolis www.appolis.com • 612-343-0404WithoutWireTM WarehouseAppolis WithoutWireTM Warehouse Management Solution provides fully integrated traceable lot tracked inven-tory for Manufacturers and Distributors.

Arbela Technologies www.arbelatech.com • 949-291-4777NEW: Arbela TechnologiesWith over 100 years of cumulative ERP, we have tailored Dynamics AX to fit the specific needs of this industry. Gain from our experience and maximize the return on your AX investment.

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


Blue Horseshoe www.supplychaindynamicsax.com317-573-2583NEW: Supply Chain Suite for Dynamics AX Unlike other solutions, Supply Chain Suite embeds industry-specific functionality directly into the business layer of Dynamic AX’s architecture. Increase revenue, profit margins and asset utilization.


Flintfox International Limited www.flintfox.com • 404-245-5116 TPM for Dynamics Suite Integrating Trade Promotion Management processes into Dynamics. Sell-side and Buy-side, advanced pricing, planning and execution of deals, promotions, rebates and fees, plus settlement (deductions, claims, payments).


Lanham Associates® www.lanhamassoc.com • 678-379-4200 ext. 105Supply Chain Solutions High quality Supply Chain solutions built inside NAV: Shipping, Forecasting/Replenishment, WMS & EDI Compliance. More than 1600 companies live.


Merit Solutions, Inc. www.maxfoodsoftware.com • 630-614-7133NEW: MAXFoodBuilt-in Food Safety and Recall procedures - on-premise or in the cloud.

Metafile Information Systems, Inc.

www.metaviewer.com • 507-286-9232MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solutions by adding integrated scanning, OCR, eIn-voicing, workflow, and AP/AR Automation.

Northlake Partners www.TheNorthlakePartners.com 425-773-9606BluWare - Sales ManagementReal-time web based Sales Mgmt with BI, automated emails, workflow, logistics, & contracts. Automation of promotions, commissions, freight charges, & GL ac-cruals. Full support for Catch Weight and multi item UofM.


Trinity USA www.trinitypartner.com • 877-879-0983Trinity Food and Beverage BundleComplete bundle enhancing SOP, POP, Inventory & Pricing + Catchweights.



Franchises

Enliven Software www.enlivensoftware.com • 866-439-5884F^3 Fidesic For Franchise OrganizationsCollect royalties and process payables w/ workflow from multiple sites.

Gaming

DFC Consultants, Ltd www.dfcconsultants.com • 701-281-6112Tribal GamingExperience in Tribal Gaming entities resulting in substantial ROI.

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Glass

GTS Services, LLC www.gtsservices.com • 800-563-8555NEW: GlasPacLX • Retail (Auto & Flat) • Res. & Comm. Glazing • Wholesale Manage your entire glass operation with GlasPacLX and GP.

GTS Services, LLC www.gtsservices.com • 800-563-8555NEW: LX-Connect • B2B eCommerce Sales B2B web-portal for the auto glass market.

Government


Manatron, Inc. www.manatron.com • 866-471-2900Manatron GRM TaxProperty tax billing and collection solu-tion for collection officials.


www.paramounttechnologies.com248-960-0909WorkPlace for Government Easy to use. Allow vendors to securely respond online with our powerful RFQ Portal. Budget & purchase against capital projects. Track requisitions, robust ap-proval process, Project, Time & Expense.

Government Contracting


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

Healthcare

Ariett Business Solutions, Inc.

www.ariett.com • 781-826-1120Ariett Purchase & Expense SolutionsManage Purchasing and Travel Requests, Employee Expense Reporting, Vendor Invoices & Electronic Documents.

AvidXchange, Inc.


Computer Information Enterprises

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

Horizons International www.hzs.com • 800-287-8014 ext. 811Quality Essentials SuiteIntegrated functionality for quality man-agement including real time data entry, decimal place precision, COA, root cause and non conformance reporting, excel exports for data analysis, serial/lot holds for Dynamics.

Integrated Software, Inc. www.isiusa.com • 321-984-1986Health Care ManagementBilling and Financial Mangement for Home Health and Long Term Care.

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


www.paramounttechnologies.com248-960-0909WorkPlace for Healthcare Drive down costs & control purchases in your material management process. Operates in single & multi-site facili-ties, from Requisition through Invoice Automation.


www.sierraws.com • 800-822-0973 Sierra Workforce SolutionsA leader in the time clock and time and labor management solutions industry. Microsoft Silver Certified, our proprietary software allows us to migrate data from any time and attendance system to any payroll system.

High tech and Electronics


www.ariett.com • 781-826-1120Ariett Purchase & Expense SolutionsManage Purchasing and Travel Requests, Employee Expense Reporting, Vendor Invoices & Electronic Documents.

Axonom www.axonom.com • 952-653-0400NEW: Powertrak Solutions to service customers and part-ners with web self-service, partner/dealer loyalty tools, streamlined quote-to-order processing and more.

Cincom Systems, Inc http://acquire.cincom.com • 800-224-6266Cincom AcquireTM Cincom AcquireTM automates the con-figuration of complex products, pricing, services & delivers guided selling, product configuration & proposals.

Experlogix, Inc. www.experlogix.com • 805-504-9729 ext. 707Experlogix Configurator for Microsoft Dynamics CRM & ERP Experlogix Configurators meets the demands of today’s competitive mar-ketplace by simplifying the process of selling customized products, accelerating proposal development times and increas-ing quote-to-order ratios.

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

Tenrox www.tenrox.com • 877-483-6769Tenrox Project Management Tenrox cloud project management soft-ware is a workflow-driven solution to manage portfolios & projects. Built on the Microsoft platform and offers certified integrations to all leading Accounting and CRM solutions.

Industrial Equipment


Insurance

AssureSign LLC


Labor unions

Micro Force www.micro-force.com • 631-421-1030 ext. 302LM2 Reporting System for Labor Unions who use GPLM2 COMPLIANCE MADE EASY - Comply with LM2 reporting while processing transactions effortlessly in GP: vouchers, checks, credit cards. Changes to vouchers for LM2 purposes after posting. Annual electronic filing.

PN3 - Interactive Document Solutions www.idsdocs.com • 703-855-6643PN3 SolutionsWeb-based purchasing and accounts payable workflow solutions with seamless integration to Dynamics GP, SL and NAV.

Life Sciences

Fullscope www.fullscope.com/s_toolkit.php256-771-7050Fullscope FDA Validation Toolkit for Microsoft Dynamics AXAccelerates validation due diligence and ensures regulatory compliance.

Merit Solutions, Inc. www.maxlifesoftware.com • 630-614-7133NEW: MAXLifeExtended Quality and Compliance Management - on-premise or in the cloud.


www.paramounttechnologies.com248-960-0909WorkPlace for Life ScienceDrive down costs & control purchases in your material management process.Operates in single & multi-site facili-ties, from Requisition through Invoice Automation.

Maintenance Management


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Manufacturing

5280 Solutions www.5280SharePoint.com • 303-696-5280Dynamic Payables - SharePoint Invoice AutomationDynamic Payables, a SharePoint-based AP automation solution includes OCR, workflow, reporting & direct integration with Microsoft Dynamics.

AIM Computer Solutions, Inc. www.aimcom.com • 586-439-0300AIM Vision Focused on automotive: SCM, mixed mode, repetitive ERP. Many references.


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


AXtension www.axtension.com/index.php/en/applications/axtension-solutions/advanced-production • +3177 323 2622AXtension Advanced Production Production insight and control on the shop floor.










Greg Frazier, CPA, PLLC www.gfcpa.com • 313-931-0522MARS Designer BOMSNeed a fun and easy way to analyze bill-of-material cost roll-ups for BOMs? Need an easy-to-use graphical BOM configurator? Try MARS Designer Boms on Microsoft Azure. Cloud computing at an affordable price!




Lanham Associates® www.lanhamassoc.com • 678-379-4200 ext. 105AFP (Advanced Forecasting and Procurement) for Manufacturing Compares component time-phased demand to dynamic vendor lead-time to purchase just-in-time for production. You can inventory a single item as a component or supply it as a product for customers. Visibility & control.




Manufacturing Resource Partners www.mrpconsulting.com • 775-849-1171Dynamics GP Manufacturing ConsultingThe implementation team at Manufacturing Resource Partners is one of the most expe-rienced available. Each of our consultants has 12 to 24 years of manufacturing and/or financial management experience.



Northlake Partners www.TheNorthlakePartners.com 425-773-9606BluWare - Sales ManagementReal-time web based Sales Mgmt with BI, automated emails, workflow, logistics, & contracts. Automation of promotions, commissions, freight charges, & GL ac-cruals. Full support for Catch Weight and multi item UofM.


www.sierraws.com • 800-822-0973 Sierra Workforce Solutions A leader in the time clock and time and labor management solutions industry. Microsoft Silver Certified, our proprietary software allows us to migrate data from any time and attendance system to any payroll system.




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Property Management

Blue Moon Industries www.bluemoonisv.com • 401-276-9000Invoice Cloud for Dynamics GPProvides online invoice processing branded for each billing entity.

DFC Consultants, Ltd www.dfcconsultants.com • 701-281-6112DFC HousingTribal Housing: Rent Calculations, Wait List, Certifications, Work order.

Publishing

Eclipse Computing, Inc www.us.eclipsecomputing.com 201-746-6255 ext. 201Royalty and Rights Management System for Dynamics GPFor managing intellectual property, controls all phases of royalty accounting including Contracts, Accruals, Payments & Revenue Recognition.

rentals

Liberty Grove Software, Inc. www.libertygrovesoftware.com • 630-858-7388EQM Rental ManagementA fully integrated solution supporting rentals, service and bulk items.

retail

Alba Spectrum Corporation www.albaspectrum.com • 773-384-9264Multi-Dimensional Inventory Uses style-based configuration that sup-ports indefinite number of user defined attributes per SKU. Integrates with & auto-generates Item groups in SOP & POP modules. Fully compatible with standard GP functionality.


Avalara, Inc.

www.avalara.com • 877-780-4848 AvaTax for Sales Tax Automation Automate and eliminate the complexity of sales tax management with AvaTax. A cloud-based sales and use tax calculation, exemption certificate management, fill-ing and remittance solution for Microsoft Dynamics.

Media and Entertainment


InterDyn AKA www.dynamicsadvantage.com • 212-502-3900DynamicsADvantage DynamicsADvantage for GP and DynamicsADvantage for CRM -Comprehensive solution for Media and Entertainment companies for ad sales automation, advertiser/agency & campaign management, ad billing & revenue recognition.

United ERP, LLC www.unitederp.com • 201-567-6315Royalty Accounting SoftwareAXIP monitors your Royalty Lifecycle, from contracts, product develpment approvals, automatic royalty calculations, compliance checking with audit tracking, automated statement reporting, forecast-ing and much more.

non-Profit Organizations

Accounting System Integrators www.asillc.com • 203-239-7740Non Profit PlusFund and Grant Management, Encumbrance and Due to/from Fund Accounting.




www.paramounttechnologies.com248-960-0909WorkPlace for Non-Profits GL Distributions, Fund Accounting, Audit Trails, Requisition & Expense.



Oil and Gas



Corporate Services

www.corpservice.com • 800-293-6822TrackQuip and RTMS Software SolutionsWhether you own, rent, or utilize equip-ment, TrakQuip & RTMS make it easy to track & manage your assets, automate routine business operations, & produce excellent financial information to accu-rately run your business.

Pharmaceuticals


Fullscope www.fullscope.com/s_toolkit.php256-771-7050Fullscope FDA Validation Toolkit for Microsoft Dynamics AXAccelerates validation due diligence and ensures regulatory compliance.

Printing/Converting

Computer Productivity Services Inc. www.cps.financial.officelive.com/PrintManagement.aspx • 905-847-7746CPS - Production Management for Labels and Flexible PackagingEstimates, Order Management, Scheduling, Shop Floor, Job costing.

Professional Services


ITDP Solutions Limited www.itdp-solutions.com • +44 8453 721 960Project Budget Manager for Business PortalMaintain Templates, Contracts, Projects, Budgets & Resources within BP.

JOVACO Solutions Inc. www.jovaco.com • 888-988-3535 ext. 117JOVACO Project SuiteProject accounting for professional service firms to manage projects through web-based time & expense and resource mgmt modules. Top features: extensive report-ing, multi-company & inter-departmental capabilities.


Professional Advantage www.profad.com • 701-235-23631Staff for Microsoft Dynamics 1Staff provides an end-to-end solution for staffing organizations from resume parsing to generating financial statements. One solution your sales, recruiters and financial staff can all use.

Red Chair Solutions (formerly Marcil Technologies) www.redchairsolutions.com • 701-478-7087RCS Project Accounting with Xpede.NETRCS Solutions provide tools to maximize cost and Revenue. Project Costing/Accounting management- incl. Multi-currency. Remote Time & Expense entry. Services: custom integrations, .Net development. Mobility Solutions.

Solugenix Corporation www.solugenix.com • 866-749-7658JOGG, Mobile ERP AppMobile ERP Apps for AX and Professional Services Organizations. Designed to Run on the most popular Tablets & Smart Phones.



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yIgnify www.ecommercefordynamics.com888-446-4395Ignify eCommerceBusiness-to-consumer (B2C) web store & Business-to-business (B2B) ecom-merce solution integrated with Microsoft Dynamics. SEO and PCI Certified.

ITDP Solutions Limited www.itdp-solutions.com • +44 8453 721 960dotStore eCommerceComplete eCommerce solution for B2B/B2C and iPhone/Android devices.






Panatrack, Inc. www.panatrack.com • 262-646-3590 ext. 112PanatrackerGP Mobile SalesAdding mobility to sales transaction processing for Dynamics GP.

Professional Advantage www.profad.com • 701-235-2363RMS ConnectProReal time inventory level integration between Dynamics RMS and Dynamics GP. Allows automatic communication flow between retail stores, headquarters and the finance department.

Professional Advantage www.profad.com • 701-235-2363Retail Analytics (RA) and Merchandise Planning (MP)Easily analyze Microsoft RMS sales, inven-tory levels, and purchasing with Retail Analytics. Add Merchandise Planning to provide sophisticated store replenishment and merchandising along with open-to-buy capabilities.


zeroedin www.zeroedinsolutions.com866-761-5693 ext. 103zeroedin for RetailISV offering scalable, multi-channel, integrated retail cloud solution.

zeroedin www.zeroedinsolutions.com866-761-5693 ext. 103touchpointzExtends standard NAV sales order func-tions to become a selling channel.

Social Services


Software Manufacturers



Staffing/recruiting


transportation

Dynamics TMSYour Source for Microsoft DynamicsTransportation Software Solutions

TM

Next Generation Logistics, Inc.

www.DynamicsTMS.com847-963-0007 ext. 136DynamicsTMS® Transportation Management SystemThe plug & play system includes full Parcel, LTL, TL, & Intl tariff mgt.


utilities


www.paramounttechnologies.com 248-960-0909WorkPlace for UtilitiesImprove efficiency & reduce costs. Budget & purchase against capital projects.Track requisitions, robust approval process, powerful RFQ, Project, Time & Expense.

Warehouse Management

Accellos, Inc. www.accellos.com • 719-433-7000Accellos One Warehouse Fully-integrated warehouse management & data-collection for MS Dynamics.

Alba Spectrum Corporation www.albaspectrum.com • 773-384-9264Alba360 WMSBar-coding & Warehouse Management System designed for Dynamics GP. Supports PO Receiving, Labeling, Inventory Adjustments, Transfers, Stock Counts, Picking and Shipping.

Appolis www.appolis.com • 612-343-0404WithoutWireTM WarehouseAppolis WithoutWireTM Warehouse Management Solution provides fully integrated traceable lot tracked inven-tory for Manufacturers and Distributors.


AXtension www.axtension.com/index.php/en/applications/axtension-solutions/kitting • +3177 323 2622AXtension KittingMultiple items dynamically combined into one product.

Blue Moon Industries www.bluemoonisv.com • 401-276-9000Operations Core Help your backoffice work more effectively with your warehouse.

Blue Moon Industries www.bluemoonisv.com • 401-276-9000Advanced FulfillmentPowered by Visual Warehouse - Automate ASN, Invoicing, & Order Desk.

FASCOR www.fascor.com • 513-421-1777 ext. 103NEW: FASCOR WMSTrusted solutions for Warehouse and Transportation Management with industry leading integration to Dynamics GP. Fully integrated, the FASCOR WMS delivers Tier 1 functionality for all size companies.

iNECTA llc www.inecta.com/rtia.html • 305-254-1443Real Time Inventory AgingView the aging of inventory in real time. Copy paste to Excel.

Panatrack, Inc. www.panatrack.com • 262-646-3590 ext. 112PanatrackerGP for Inventory ManagementAdding bar code data capture to GP to capture inventory transactions at the point of activity.

Schedeler Solutions, LLC www.schedelersolutions.com • 517-796-9470StockStat/GPAutomated inventory data collection solutions that use barcode scanning.

Wholesale trade: durable Goods






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Analytics

deFacto Global, Inc.

www.deFactoGlobal.com203-894-1789 ext. 221deFacto Performance ManagementOptimize financial performance with the premier “all-in-one” Dynamics product for budgeting, forecasting, consolidation, analysis and reporting.


Encore Business Solutions www.encorebusiness.com888-898-4330 ext. 336Project Tracking with Advanced Analytics Streamline your COA’s. Record & report rev, expense & profit by proj; against budgets; over multiple yrs. Great alternate to GP Proj. Acctg.

Jet Reports www.jetreports.com • 503-608-3602Jet Enterprise Jet Enterprise is Business Intelligence made simple. Role tailored cubes and data warehouse for NAV and GP. Affordable analytics brought to you by Jet Reports, with over 50,000 users worldwide.


Asset Maintenance


Automation

mc² www.mc2software.com • 303-364-5959GP AgentSchedule maintenance - checklists, script statements, reconcile & more.

Banking

Strategic Solutions NW getbizax.com • 503-924-3121NEW: BizAXBizAX adds functionality to AX Financials. Lockbox, Positive Pay, & Bank Account Reconciliation. Simplifies accounting processes with easy set-up; multiple transfer, encryption & file types; and automatic processing.

Budgeting


www.deFactoGlobal.com203-894-1789 ext. 221deFacto Performance Management Optimize financial performance with the premier “all-in-one” Dynamics product for budgeting, forecasting, consolidation, analysis and reporting.

Dynamic Budgets www.dynamicbudgets.com • 720-515-1565Dynamic BudgetsBetter, Faster, Easier Budgeting for GP (unveiling NAV support @ Convergence)! Budget templates can be deployed within hours, and the centralized app typically reduces our customers budgeting process by weeks.

Business Intelligence

Accountable Software

www.accountable.com • 610-983-3100Dynamics ReportingLIVE Dynamics Data in Excel, SSRS, SharePoint, Business Portal & the Web.

Accountable Software www.accountable.com • 610-983-3100Dynamics SL InquiryReporting, lookups & inquiry of SL, 3rd party & custom data from inside of SL in an easy to use interface. Includes out-of-box reports, filters, sorting, grouping. summaries, drill down to source screens, & more.

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AXtension www.axtension.com/index.php/en/applications/axtension-solutions/kitting+3177 323 2622AXtension KittingMultiple items dynamically combined into one product.

Blue Moon Industries www.bluemoonisv.com • 401-276-9000Chargeback ProcessingProvides deductions management capability for cash receipts processing.



Flintfox International Limited

www.flintfox.com • 404-245-5116 TPM for Dynamics Suite Integrating Trade Promotion Management processes into Dynamics. Sell-side and Buy-side, advanced pricing, planning and execution of deals, promotions, rebates and fees, plus settlement (deductions, claims, payments).

Ignify www.ecommercefordynamics.com888-446-4395Ignify eCommerceBusiness-to-consumer (B2C) web store & Business-to-business (B2B) ecom-merce solution integrated with Microsoft Dynamics. SEO and PCI Certified.







Trinity USA www.trinitypartner.com • 877-879-0983Trinity Wholesale Distribution BundleComplete wholesale solution enhancing SOP, POP, Logistics and Pricing.

Wholesale trade: non-durable Goods



AXtension www.axtension.com/index.php/en/applications/axtension-solutions/kitting • +3177 323 2622AXtension KittingMultiple items dynamically combined into one product.



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Client Strategy Group www.csgpath.com • 216-524-2574Dynamics AX Done Right! CSG has proven expertise in: AX Performance Tuning, Business Intelligence, and AX 2012 Upgrades.


www.deFactoGlobal.com 203-894-1789 ext. 221deFacto Performance Management Optimize financial performance with the premier “all-in-one” Dynamics product for budgeting, forecasting, consolidation, analysis and reporting.


Kootio Inc www.kootio.com • 703-871-5008NEW: QbicaRevolutionizing Business Intelligence - create ANY report, analysis, dashboard or complex business model - on the fly, using clicks of a mouse.

Northlake Partners www.TheNorthlakePartners.com 425-773-9606BluWare - Business IntelligenceReal-time web based dashboards for managers, employees, customers, & vendors including interactive graphs & reports with drill down to details.

PrecisionPoint Software www.precision-point.com • 650-375-2414NEW: PrecisionPoint - Business Intelligence Subscription based reporting and analyt-ics solution for Dynamics AX and NAV. A monitored and managed service with guaranteed deliverables.

S o l v e rSolver www.solverusa.com • 310-691-5300Solver - BI360Excel-based Financial & Operational Reporting, Budgeting, Dashboards, & a pre-configured Data Warehouse w/ direct integration to Dynamics.


TARGIT

www.targit.com • 813-933-4600NEW: TARGIT BI SuiteMake better decisions faster, improve operations, decrease costs and increase income using TARGIT BI Suite – TARGIT’s Business Intelligence software solution.

Business Process Management



Altec www.altec-inc.com • 800-997-9921 ext. 1255doc-link Integrated Document Management Capture, workflow, route & archive with doc-link, Integrated Document Management for Dynamics SL, AX, GP & NAV.


Enliven Software www.enlivensoftware.com • 866-439-5884Fidesic AR and AP PlatformPaperless Receivables and Payables to cut admin overhead and GO GREEN!



Check Printing


www.liaisonsc.com • 714-543-9877 ext. 201Liaison Messenger DDBatch E-mail 128-bit encrypted Direct Deposit Statements to Employees.

Mekorma www.mekorma.com • 888-635-6762Mekorma MICR Check Printing The most widely-used MICR check print-ing software for Dynamics GP. Print AP & Payroll checks on blank stock from inside Dynamics GP. Great for managing mul-tiple checkbooks and increasing security against check fraud.

MHC Software, Inc.

www.mhcdocumentexpress.com • 952-882-3341Document Express Accounts Payable & Payroll MICR Check PrintingMICR checks print to blank stock from standard Dynamics output. Ideal for unique customizations- print virtually any data available in Dynamics on checks. Digitized signatures, positive pay, secure remote printing.

www.checkfactory.com

Trans-Micro, Inc. www.checkfactory.com • 800-749-2335Check Factory Visual Series v5 for Dynamics GP and SLCheck FactoryÂ® Visual Series is a MICR check and forms printing software solu-tion designed to completely replace the need to purchase pre-printed checks and forms. Check Factory works inside Dynamics GP and SL.

Commissions

EthoTech, Inc. www.ethotech.com • 678-384-7500 ext. 1Commission PlanStop fighting with Excel spreadsheets & meaningless reports to calculate & pay commissions, bonuses, royalties, or other types of compensation. Automate your entire commission process right inside of Dynamics GP.

Flaum Technologies Inc. www.CommissionCalc.com888-962-6667 ext. 24CommissionCalcThe practical way to automate “impos-sible” commission plans.

Northlake Partners www.TheNorthlakePartners.com 425-773-9606BluWare - Brokerage & CommissionsAutomate the calculation of commissions & split commissions. Establish rates by date ranges & item(s) and assign them to one or more customers. Settle as needed to create either an AR Credit or AP Payable.

Compliance

Altec www.altec-inc.com • 800-997-9921 ext. 1255doc-link Integrated Document Management doc-link electronic document solutions support compliance mandates.

Arbela Technologies www.arbelatech.com • 949-291-4777NEW: Arbela Security Manager Arbela’s Security Manager radically simpli-fies managing security, and enables you to concentrate more on your investment in Dynamics AX rather than spending countless hours securing it.

Equisys, Inc. www.equisys.com • 770-772-7201Zetadocs for NAV Zetadocs for NAV automates the capture, delivery, and storage of your financial documents. Please visit our website to learn how Zetadocs can streamline your paper processes.

Fastpath Solutions, Inc

www.gofastpath.com • 515-276-1779 ext. 410Fastpath AssureSarbanes-Oxley segregation of duties solution with built-in audit intelligence from certified Auditors. Get the data your Auditors want - Fast!

Cost Accounting

Corporate Renaissance Group www.crgroup.com/crg_solutions.php613-232-4295Cost Allocator Perform multi-level account allocations using 1 of 4 methods: percentage values, fixed amounts, cost drivers/measures, or account balance. Integrates with Dynamics GP, other ERP solutions or as a stand-alone system.

Credit Card/Check Processing

Azox, Inc. www.azox.com • 734-928-6010Credit Card Extension PCI PA-DSS compliant credit card process-ing with ACH, eCheck, batch processing and ability to store credit card data off site with tokenization.

BGE, Inc. www.bgeinc.net • 877-656-8800Green (Account) Payable Most secure account payable via EFT, Multi-level approval, remittance info, email notification. Support JPM format, Integrate seamlessly with GP.

BluePay, Inc. www.bluepay.com • 630-300-2368Credit Card ProcessingSingle Source Provider: GP Plug-in/payment gateway/merchant account for processing for credit cards & checks.

ChargeLogic www.chargelogic.com • 877-292-2520ChargeLogic The only PCI validated credit card solution integrated with NAV.

Enliven Software www.enlivensoftware.com • 866-439-5884Fidesic AR and AP PlatformFull circle AR with support for Credit Cards and ACH; no activation fee!

Integrated Software, Inc. www.isiusa.com • 321-984-1986Check ProcessingElectronic Check Processing integrated with SOP and Cash Receipts.


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Nodus Technologies, Inc. www.nodus.com • 909-482-4701CRM ChargeSecure eCheck & Credit Card Processing for both CRM online and on prem.

Nodus Technologies, Inc. www.nodus.com • 909-482-4701Credit Card Advantage Leading integrated eCheck, ACH & Credit Card Processing for GP, PCI PA-DSS Certified, tokenization optional online bill pay & recurring payment.

Nodus Technologies, Inc. www.nodus.com• 909-482-4701ePay AdvantageOnline Billing & Payment Collection for GP, PA-DSS certified, view invoices, auto-mated recurring payments, tokenization, ecommerce integration.


Customer Loyalty


Customer relationship Management

Axonom www.axonom.com • 952-653-0400NEW: Powertrak for Microsoft Dynamics CRM Provides views and tools to manage complex extended relationships.

ClickDimensions www.clickdimensions.com • 888-214-4228NEW: Email Marketing and Marketing Automation ClickDimensions provides Email Marketing, Web Tracking, Lead Scoring, Social Discovery, Campaign Tracking, Landing Pages, Web Forms and Surveys.

eBridge Software

www.ebridgeconnections.com • 800-755-6921eBridge for CRMWeb-based solution integrates your EDI, webstore or SCM data.


Stanley Stuart Yoffee & Hendrix, Inc. www.ssyh.com/products_ssyh_national.html407-660-0059National Accounts for Microsoft Dynamics SLEasily track & apply payments for customer parent/child relationships.

Stanley Stuart Yoffee & Hendrix, Inc. www.ssyh.com/products_ssyh_arcollections.html407-660-0059AR Collections Manager for Microsoft Dynamics SLAutomates time-consuming collection activities and improves cash flow.

Visionary Software Consulting, Inc.

crm-rules.com • 877-276-1942NEW: CRM Rules! for Microsoft Dynamics CRM 2011Easily customize CRM forms by automati-cally generating JScript code.

data Integration

Alba Spectrum Corporation www.albaspectrum.com • 773-384-9264Posting Server GPAutomated GP posting utility optimized for high transaction volume with support for audit trails, email error notification, Inter/cross-company transactions, batch selection rules & 3rd party application integration.

appStrategy www.appstrategy.com • 269-345-3111 ext. 1NEW: appCompass SuiteIntegration & Migration solution for Dynamics CRM, legacy, and cloud.

eBridge Software

www.ebridgeconnections.com • 800-755-6921eBridge Integration SolutionWeb-based solution integrates your EDI, websstore, SCM, CRM systems.

Encore Business Solutions www.encorebusiness.com888-898-4330 ext. 336Project Tracking with Advanced Analytics Streamline your COA’s. Record & report rev, expense & profit by proj; against budgets; over multiple yrs. Great alternate to GP Proj. Acctg.

Encore Business Solutions www.encorebusiness.com888-898-4330 ext. 336Investor Relationship Manager Effectively manage 3rd party investments - increase shareholder satisf.

Keelio Software www.keelio.com • 651-356-5342Dynamics GP SSIS ToolkitHighly flexible Dynamics GP integration tool built upon Microsoft SSIS.

Scribe Software

www.scribesoft.com/online • 603-622-5109Scribe Insight Data migration & data integration for MS Dynamics and legacy systems.

Scribe Software www.scribesoft.com/online • 603-622-5109Scribe Online Data integration for MS Dynamics CRM 2011 online, hosted and on premise.


zeroedin www.zeroedinsolutions.com866-761-5693 ext. 103myztroSeamless, real time, multiple channel data integration for RMS & NAV.

distribution




Blue Moon Industries www.bluemoonisv.com • 401-276-9000SOP Auto InvoiceAdds automatic sales order transfer, invoice printing & posting to SOP.

Blue Moon Industries www.bluemoonisv.com • 401-276-9000Freight MatrixProvides the capability to define your own freight charge schedules.

Blue Moon Industries www.bluemoonisv.com • 401-276-9000Chargeback ProcessingProvides deductions management capabil-ity for cash receipts processing.

Blue Moon Industries www.bluemoonisv.com • 401-276-9000Container ManagementEnter manifests, receive FOB, track goods in transit.

Blue Moon Industries www.bluemoonisv.com • 401-276-9000Advanced FulfillmentPowered by Visual Warehouse - Automate ASN, Invoicing, & Order Desk.



Nodus Technologies www.nodus.com • 909-482-4701Retail AdvantageIntegrates RMS with GP, optional ecom-merce for multi-channel retailing.

Northlake Partners www.TheNorthlakePartners.com 425-773-9606BluWare - Logistics ManagementAssign orders & schedule trucks for Fleet, TL, & LTL shipments. Update sales orders w/shipping data including truck info, BOL, Waybill, & ship date. Print ship-ping paperwork for a single order or the entire truck.


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LRockySoft www.RockySoft.com • 970-493-0868 ext. 105Inventory Management and Supply Chain Planning Pack Light Inventory Management Suite-Forecasting, Inventory Management, Purchase Order Planning, Vendor Lead Time Management, Retail Store Planning and S&OP.

Trinity USA www.trinitypartner.com • 877-879-0983Trinity - Solutions for DistributionA huge range of over 30 modules that cover every aspect of distribution including powerful SOP enhancements, many POP & Inventory features plus consolidated billing, inter-sites, catchweights, load planning and more.

document Management



AXtension www.axtension.com/index.php/en/applications/axtension-solutions/enterprise-content-management • +3177 323 2622AXtension Enterprise Content ManagementThe power of SharePoint integrated into Microsoft Dynamics AX.





CSSI www.coreintegrator.com • 570-524-4424NEW: CoreIntegrator | 3.0CoreIntegrator is an enterprise workflow solution that automates virtually any busi-ness process including Accounts Payable, Purchasing, Travel and Expense and much more. Integrated with Dynamics GP and SharePoint.

Datahaven for Dynamics www.datahaven4dynamics.com • 757-222-2000Datahaven for DynamicsDatahaven is the only scanning, OCR, and workflow solution natively embedded “not simply integrated” throughout the Microsoft Dynamics NAV user experience and available to non-NAV users from Microsoft Outlook.

DocuFire www.DocuFire.com • 416-977-1080DocuFire for Microsoft DynamicsReliably Email & Fax Invoices, Statements, EFT, PO, Direct Marketing +.







MHC Software, Inc.

www.mhcimageexpress.com • 952-882-3341MHC Image ExpressElectronically archive vendor invoices,HRdocs, POs & more. Automated document entry. Retrieve documents from Dynamics screens or web browser. Retrieve related documents with a single click. Workflow & Report imaging.

Minisoft www.minisoft.com • 800-682-0200eFORMz eFORMz is a next generation electronic forms solution. Produce packing lists, shippings labels, barcodes, customs doc, checks, POs. Go paperless and email forms in PDF. Archiving, Fax and Document Workflow included.


TrinSoft www.trindocs.com • 859-252-6225TrinDocsFully integrated, browser-based document management and workflow solution with no limits on document types or entities that is flexible, affordable and easy to use. Go to trindocs.com to see an instant demo!

E-commerce

Avalara, Inc.


Azox, Inc. www.azox.com • 734-928-6010eSource B2B and B2CIntegrated B2B & B2C web stores with built-in CMS, SEO, and web parts.

Azox, Inc. www.azox.com • 734-928-6010eSource Sales PortalOnline quote/order entry, view account history & print/pay invoices.

eBridge Software

www.ebridgeconnections.com • 800-755-6921eBridge for E-CommerceIntegration with all webstores incl. eBay, Amazon, AspDotNetStorefront+.

Ignify www.ecommercefordynamics.com888-446-4395Ignify eCommerceBusiness-to-consumer (B2C) web store & Business-to-business (B2B) ecom-merce solution integrated with Microsoft Dynamics. SEO and PCI Certified.



Nodus Technologies, Inc. www.nodus.com • 909-482-4701eStore Solution StackFully featured B2B/B2C, integrated E-Commerce with GP, zero-touch SOP.


EdI

AIM Computer Solutions, Inc. www.aimcom.com/Autosys.htm • 586-439-0300AIM Vision AutoSys EDI, AIAG barcode labels, Demand Mgmt, Release Acctg., MMOG-LE/TS16949.

Business Systems Integrators

www.BusinessSysInteg.com • 866-871-2097EDIBSI EDI is designed with you in mind-the smaller/medium-sized enterprise.



eBridge Software

www.ebridgeconnections.com • 800-755-6921eBridge for EDIWeb-based EDI solution eliminates trans-action fees - low monthly fees.


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Isis, Inc. www.isissoftware.com/enha/isis_sl_positive_pay.aspx • 804-762-4200Positive PayPerform Positive Pay from Accounts Payable & Payroll to your issuing bank.

Isis, Inc. www.isissoftware.com/enha/isis_sl_expanded_master_info.aspx • 804-762-4200401K Data InterchangeTransmit your 401K collection data from Payroll electronically to your investment bank.

Lanham Associates® www.lanhamassoc.com • 678-379-4200 ext. 105ACE - Advanced Commerce ERP EDI, ASN, Ship/Carrier Manifest, Labels, Bar-Coding, TP Compliance, WMS, Fcst & Replenishment. Total solution inside NAV. No integration issues. 80,000+ us-ers worldwide.




Electronic document delivery (Email)/Faxing

Accounting System Integrators www.asillc.com • 203-239-7740eMail for SolomonEasily eMail documents from AR,OM,Flexible Billing,PO,SS. Flexible.



Datahaven for Dynamics www.datahaven4dynamics.com • 757-222-2000Datahaven for DynamicsDatahaven is the only scanning, OCR, and workflow solution natively embedded” not simply integrated” throughout the Microsoft Dynamics NAV user experience and available to non-NAV users from Microsoft Outlook.





m-hance www.m-hance.com • +44(0)844 264 0932Active Documents for Sales and Purchasing Email singular or bulk remittances, state-ments, SOP & POP docs directly from Dynamics GP. Also enables RE-PRINTING of remittances.

Minisoft www.minisoft.com • 800-682-0200eFORMz eFORMz is a next generation electronic forms solution. Produce packing lists, shippings labels, barcodes, customs doc, checks, POs. Go paperless and email forms in PDF. Archiving, Fax and Document Workflow included.

Electronic Signatures

AssureSign LLC


Expense Solutions

Alba Spectrum Corporation www.albaspectrum.com • 773-384-9264Credit Card Expense ManagerImports credit card activity data & generates GL entries, Bank entries & AP vouchers. E-mail options and Employee Web Portal for expense categories assignment.


www.ariett.com • 781-826-1120Ariett Travel & XpensePre-travel Approval, Automated Expense Reporting with Credit Card Integration.

DynamicPoint www.dynamicpoint.com • 562-726-4396SharePoint Expense Reimbursement Solution Exclusively for Microsoft DynamicsOne Time Cost and No Per User Fees. Leverage DynamicPoint’s SharePoint Product at a fraction of alternative solution costs to effectively integrate and stream-line employee expense reimbursement with Dynamics.


Joesoftware Inc. www.joesoftware.com • 780-990-0220SpencerEasy, configurable, web-based expense tracking system. Seamlessly drive Payables or Project Accounting. Credit card inte-gration, workflow, multi-currency, VAT support, electronic receipts and more.


www.paramounttechnologies.com248-960-0909WorkPlace Expense Integrates web submission of expense reports, automatic routing, fraud detec-tion, and electronic approvals of individual line-item expenses.



Field Service Management

Open Door Technology

www.opendoor.ca • 403-777-2410TaskMaster Mobility SolutionIncrease productivity and generate rapid ROI with workflow driven processes for any industry or field application. Enable real-time information exchange between your field workforce and ERP system via mobile devices.

Shining Brow Software www.Shiningbrow.com • 414-258-3400The Service ManagerManage installations, service, and mainte-nance programs. Core features: dispatch, service history, estimating, contracts, job cost, and billing.

Fixed Assets

Computer Productivity Services Inc. www.cps.financial.officelive.com/WirelessFixedAssetCount.aspx • 905-847-7746CPS - Wireless Fixed Asset Physical Count and CreateCount or create fixed assets with a wireless scanner. $3500.

Panatrack, Inc. www.panatrack.com • 262-646-3590 ext. 112PanatrackerGP for Fixed AssetsBar Code data capture extending GP Fixed Asset module to manage assets.

General Ledger

Alba Spectrum Corporation www.albaspectrum.com • 773-384-9264Advanced Customer Merge Allows user to merge multiple customer records into a single record in two stages. A Provisional merge is used for review and approval. The Final merge physically transfers transactions to the primary customer.

Alba Spectrum Corporation www.albaspectrum.com • 773-384-9264Alba Financial UtilitiesCross-Company control of segment & ac-count descriptions; Historical Journal Entry to any closed year; Advanced Customer Merge (see separate entry).


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LCorporate Renaissance Group www.crgroup.com/crg_solutions.php613-232-4295AA Tools for Analytical AccountingAA Tools has 4 modules (AA Backfiller, AA Changer, AA SegmentConverter, AA Cubes) to manage the data in AA. Backfill AA data, change AA codes, convert GL segments to AA Dimensions, and com-plete analytics.

Infinia Business Technology www.ExcelIntegrator.com • 260-485-0665Infinia Integrator GLAllow users to copy and paste journal entries from Excel to Dynamics GP.

Hr Management

Corporate Renaissance Group www.crgroup.com/crg_solutions.php613-232-4295emPerformemPerform is an easy-to-use, web-based appraisal system that integrates employee reviews, goal management, succession planning, compensation management, 360 multi-rater feedback, unlimited web surveys and reporting.

HR Services Inc. www.mystaffingpro.com • 800-939-2462myStaffingPro Applicant Tracking SystemRecruiting software to qualify applicants. track jobs, and select hires.


Integrity Data www.integrity-data.com217-732-3737 ext. 0203HR & Payroll Enhancements for Dynamics GPProven solutions for US HR & Payroll including leave management, budgeting and managing FTE’s, and more!




Inter-company Processing

Corporate Renaissance Group www.crgroup.com/combiner.php613-232-4295NEW: Company CombinerWith Company Combiner, multiple com-panies with the same chart of accounts can be combined into a single company. Organizations are able to manage all of the companies setup in Dynamics GP from a single company.

mc² www.mc2software.com • 303-364-5959Advanced Intercompany TransactionsInter- and intra- company solution for GL, PM, RM, POP, PR, BR, and IV.

Nolan Business Solutions www.nolanbusinesssolutions.com303-665-9343InterCompany PostingsAutomatically post all types of transac-tions between companies.

Inventory Enhancement

AIM Computer Solutions, Inc. www.rapidtrak.net • 586-439-0300RapidTrakWeb based wireless material tracking system; user-defined commands; email alerts; fleet inventory.

Blue Moon Industries www.bluemoonisv.com • 401-276-9000Quality CountProvides the most robust and complete physical inventory functionality.

Computer Productivity Services Inc. www.cps.financial.officelive.com/WirelessReceiving.aspx • 905-847-7746CPS - Wireless Receiving, Adjustments and Transfers State of the Art Wireless Receiving, Adjustments and Transfers $3500.

Computer Productivity Services Inc. www.cps.financial.officelive.com/Inventory.aspx • 905-847-7746CPS - Wireless Inventory Physical CountState of the Art count and adjust inventory by class/site $3500.

Computer Productivity Services Inc. www.cps.financial.officelive.com/BarCode.aspx • 905-847-7746CPS - UPC Code GeneratorAutomatically Create UPC codes for inventory Items $1000.


Northlake Partners www.TheNorthlakePartners.com 425-773-9606BluWare - Item ManagementConfigure unlimited item attributes to extend BI and automate promotions, commissions, & freight charges. Manage Catch Weight items & display separate UOM’s for an item’s unit, weight, & price UOM in sales order.



Inventory Management


Alba Spectrum Corporation www.albaspectrum.com • 773-384-9264Multi-Dimensional Inventory Uses style-based configuration that sup-ports indefinite number of user defined attributes per SKU. Integrates with & auto-generates Item groups in SOP & POP modules. Fully compatible with standard GP functionality.



Encore Business Solutions www.encorebusiness.com 888-898-4330 ext. 336Inventory I/O Control Manage by-prod. inv. levels. Record & track unlimit. # of scndary items.



Lanham Associates® www.lanhamassoc.com • 678-379-4200 ext. 105AFP (Advanced Forecasting and Procurement) for Manufacturing Compares component time-phased demand to dynamic vendor lead-time to purchase just-in-time for production. You can inventory a single item as a component or supply it as a product for customers. Visibility & control.



Schedeler Solutions, LLC www.schedelersolutions.com • 517-796-9470StockStat/GPAutomated inventory data collection solutions that use barcode scanning.

Invoicing Enhancement


www.ariett.com • 781-826-1120AP Invoice AutomationDocument Manager, Streamline Workflows, Manage Decentralized Locations - offered in the Cloud.


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AvidXchange, Inc.


Azox, Inc. www.azox.com • 734-928-6010Online Bill Pay BundlePay invoices by ACH or credit card securely from your website/web store.

Bottomline Technologies www.bottomline.com/transformap_ax866-551-6934Transform TM APIntegrated AP invoice capture, configurable workflow and storage. Link invoice data directly to AX for automated matching of PO-based invoices plus exception pro-cessing with online review and approval.


Encore Business Solutions www.encorebusiness.com 888-898-4330 ext. 336Recurring Contract BillingAutomate cyclical billing processes & improve cust. & contract mgmt. Auto- generate scheduled invoices reducing billing & invoicing time.



Isis, Inc. www.isissoftware.com/enha/isis_sl_ar_collections.aspx • 804-762-4200AR CollectionsAutomate your AR Collections securely and track all history. Track and report your collectors work. Scales from 1 col-lector to 1000’s.



www.paramounttechnologies.com248-960-0909WorkPlace Invoice Automation Integrated Invoice Automation Solution for your electronic approvals, check request & invoice matching needs.

Job Costing



Labeling

Computer Productivity Services Inc. www.cps.financial.officelive.com/BarCode.aspx • 905-847-7746CPS - Bar Code Label Application for POP, SOP, Inventory and Fixed AssetsGenerate Labels for an entire transaction with a single click. $1500.


Manufacturing Enhancement




Marketing Automation

Marketing Power For Dynamics CRM

CoreMotives, LLC www.coremotives.com • 404-537-2320NEW: CoreMotives Marketing SuiteMarketing power for 800+ Microsoft Dynamics CRM organizations: Email marketing - Lead scoring - Web track-ing - Event management - Web capture forms - Surveys.

SalesFUSION, Inc. www.salesfusiion.com • 800-558-1760NEW: SalesFUSION360SalesFUSION360 is a marketing software that provides email, web tracking, lead management & landing pages and lead nurturing for Dynamics CRM.

Migrations

appStrategy www.appstrategy.com • 269-345-3111 ext. 1NEW: appCompass SuiteIntegration & Migration solution for Dynamics CRM, legacy, and cloud.

Mobility

AIM Computer Solutions, Inc. www.rapidtrak.net • 586-439-0300RapidTrakLow-cost, bar code based, web enabled, RF inventory tracking system.

Axonom www.axonom.com • 952-653-0400NEW: Powertrak for Tablets Mobile CRM, Time & Billing, Quote & Product Configurator, and Surveys.

TenDigits Software Inc www.tendigits.com • 866-538-8938MobileAccess MobileAccess enables robust use of Dynamics CRM on leading smartphone and tablets. iPad, iPhone, Android, BlackBerry.

Trinity USA www.trinitypartner.com • 877-879-0983Trinity Mobile SalesCreate GP quotes and orders from laptops and smartphones with or without an internet connection.

nAV and CrM Integration

SalesFUSION, Inc. www.salesfusiion.com • 800-558-1760NEW: SalesFUSION360SalesFUSION360 is a marketing software that provides email, web tracking, lead management & landing pages and lead nurturing for Dynamics CRM.

Online/Electronic Business Services


Payables Enhancement


Ariett Business Solutions, Inc. www.ariett.com • 781-826-1120AP Invoice AutomationDocument Manager, Streamline Workflows, Manage Decentralized Locations - offered in the Cloud.



AvidXchange, Inc.



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LAXtension www.axtension.com/index.php/en/applications/axtension-solutions/advanced-invoice-processing • +3177 323 2622AXtension Invoices ProcessingOptimized accounts payable invoice processing.



Bottomline Technologies www.bottomline.com/transformap_ax866-551-6934TransformTM APIntegrated AP invoice capture, configurable workflow and storage. Link invoice data directly to AX for automated matching of PO-based invoices plus exception pro-cessing with online review and approval.


Encore Business Solutions www.encorebusiness.com 888-898-4330 ext. 336Bank Reconciliation ToolsSimplify the reconcil. process. Balance GL accts & checkbooks easily.

Infinia Business Technology www.ExcelIntegrator.com • 260-485-0665Infinia Integrator APAllow users to copy & paste Payables transactions from Excel to Dynamics.

Isis, Inc. www.isissoftware.com/enha/isis_sl_apar_refunds.aspx • 804-762-4200AP-AR RefundsSave time by generating refunds between Accounts Payable and Accounts Receivable or bring balances to zero.



www.liaisonsc.com • 714-543-9877 ext. 201Liaison Messenger EFTAutomate the batch e-mail and faxing of EFT Notifications to Vendors.

m-hance www.m-hance.com • +44 (0)844 264 0932Invoice Approvals and AccrualsWeb based PM and POP invoice approv-als managed from within GP. Automates invoice accrual process. Now includes requisitioning functionality.

Mekorma www.mekorma.com • 888-635-6762Mekorma MICR Check Printing The most widely-used MICR check print-ing software for Dynamics GP. Print AP & Payroll checks on blank stock from inside Dynamics GP. Great for managing mul-tiple checkbooks and increasing security against check fraud.

MHC Software, Inc.

www.mhcdocumentexpress.com • 952-882-3341Electronic Payment NotificationsEmail and/or fax remittance advices to vendors rather than printing and mailing. System also can be used for employee reimbursements. Huge cost and time savings. Fast ROI.

Reporting-Central www.reporting-central.com • 813-579-4991The Validator1099Validate TIN information & details from Dynamics GP before filing 1099s.

www.checkfactory.com

Trans-Micro, Inc. www.checkfactory.com • 800-749-2335Check Factory Visual Series v5 for Dynamics GP and SLCheck FactoryÂ® Visual Series is a MICR check and forms printing software solu-tion designed to completely replace the need to purchase pre-printed checks and forms. Check Factory works inside Dynamics GP and SL.

Payroll Enhancement

Aatrix Software, Inc. www.aatrix.com/dynamics800-426-0854 ext. 175Aatrix State and Federal Payroll ReportsComplete eFiling and plain paper print-ing W-2 & 1099 solution. Unemployment, withholding, & new hire reports for all 50 states are completed automatically from your Microsoft Dynamics GP payroll data ready to eFile.

Avastone Technologies LLC www.avastonetech.com • 920-687-4797NEW: Teacher Contract Management for PayrollCalculate/manage multiple contracts w/ unlimited terms/scales/events; add addtl compensation via multiple accounts; calculate backpay, retropay.


Greenshades Software www.Greenshades.com888-255-3815 ext. option 2Greenshades CenterCreates Federal State and Local W-2s 940/941s 1099s SUTA returns & more.

Greenshades Software www.Greenshades.com888-255-3815 ext. option 2Greenshades Payroll Tax Service Our Tax Service is the easiet way to file and pay your payroll taxes.

Infinia Business Technology www.ExcelIntegrator.com • 260-485-0665Infinia Integrator PRAllow users to copy & paste Payroll trans-actions from Excel to Dynamics.

Integrity Data www.integrity-data.com217-732-3737 ext. 0203Payroll Enhancements for Dynamics GPProven solutions for US Payroll including leave management, automatic e-mailing of direct deposit statements and W-2’s, managing complex payroll posting re-quirements, configuring overtime rules and more!

Isis, Inc. www.isissoftware.com/enha/isis_sl_expanded_master_info.aspx • 804-762-4200401K Data InterchangeTransmit your 401K collection data from Payroll electronically to your invest-ment bank.



Joesoftware Inc. www.joesoftware.com • 780-990-0220Payroll EnhancementOver 50 add-ons to enhance CDN and US Payroll; multi-batch processing, vacation audit and more.


www.liaisonsc.com • 714-543-9877 ext. 201Liaison Messenger DDBatch E-mail 128-bit encrypted Direct Deposit Statements to Employees.

Mekorma www.mekorma.com • 888-635-6762Mekorma MICR Check Printing The most widely-used MICR check print-ing software for Dynamics GP. Print AP & Payroll checks on blank stock from inside Dynamics GP. Great for managing multiple checkbooks and increasing security against check fraud.

MHC Software, Inc.

www.mhcdocumentexpress.com • 952-882-3341Electronic Direct Deposit DeliveryEmail direct deposits to employees rather than printing/distributing. Password protected PDF attachments are emailed to employee. Fast ROI.

Portals

Axonom www.axonom.com • 952-653-0400NEW: Powertrak Portals Providing customers, partners or members vital information via portals.

DynamicPoint www.dynamicpoint.com • 562-726-4396Employee, Vendor & Customer Portals Integrated with Microsoft DynamicsExtend crucial Microsoft Dynamics data with custom SharePoint Portals.


Northlake Partners www.TheNorthlakePartners.com 425-773-9606BluWare - Customer & Vendor PortalReal-time web based customer & vendor access for BI, inquiry, & order requests. Our ‘Data Access’ controls what records they have access to.

Procurement Management



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Ariett Business Solutions, Inc. www.ariett.com • 781-826-1120ReqNet for Requisition Management Web-based solution for managing Purchasing, RFQ, Approvals, Budgeting, PO Creation, PunchOut, and Receiving.

DynamicPoint www.dynamicpoint.com • 562-726-4396SharePoint Procurement Management Solution Exclusively for Microsoft DynamicsOne Time Cost and No Per User Fees. Leverage DynamicPoint’s SharePoint product at a fraction of alternative so-lution costs to effectively integrate and streamline the procurement process with Dynamics GP and NAV.




www.liaisonsc.com • 714-543-9877 ext. 201Liaison Messenger EFTAutomate the batch e-mail and faxing of EFT Notifications to Vendors.

Northlake Partners www.TheNorthlakePartners.com 425-773-9606BluWare - Commodity ProcurementAutomate AP for the harvest, hauling, & purchase of crops, grain, & fish. Manage prices, deductions, taxes, & GL accruals for delivery tickets.


www.paramounttechnologies.com248-960-0909WorkPlace eProcurement Includes PunchOut, Check Request, Budget Compliance, RFQ, Requisition, PO Generation, Receiving, Invoice Matching & Vendor Contract Compliance.

Product Lifecycle Management

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

Project Accounting


www.ariett.com • 781-826-1120AP Invoice AutomationDocument Manager, Streamline Workflows, Manage Decentralized Locations - offered in the Cloud.



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



www.paramounttechnologies.com248-960-0909WorkPlace Project Series Combines the WorkPlace Time, Expense and Project solutions with seamless out-of-the-box integration with leading ERP systems.



Tenrox www.tenrox.com • 877-483-6769Tenrox Project Management Tenrox cloud project management software is a workflow-driven solution to manage portfolios & projects. Built on the Microsoft platform and offers certified integrations to all leading Accounting and CRM solutions.

Purchase Order Processing Enhancement




Blue Moon Industries www.bluemoonisv.com • 401-276-9000Container ManagementEnter manifests, receive FOB, track goods in transit.

DynamicPoint www.dynamicpoint.com • 562-726-4396SharePoint Requisition Management Solution Exclusively for Microsoft DynamicsOne Time Cost and No Per User Fees. Leverage DynamicPoint’s SharePoint Product at a fraction of alternative so-lution costs to effectively integrate and streamline purchase requisition processing with Dynamics.




ICAN Software Corporation www.icansoftware.com • 253-426-3737Vendor Price MatrixVendor specific unit costing for purchase orders.

Nolan Business Solutions www.nolanbusinesssolutions.com303-665-9343InterCompany POP to SOPAutomatically link Sales Orders and Purchase Orders between databases.

Nolan Business Solutions www.nolanbusinesssolutions.com303-665-9343NEW: eRequestFunctional internet based requisitioning system designed to work the way you do.


www.paramounttechnologies.com248-960-0909WorkPlace Requisition and Purchasing Integrated Requisitioning & Procurement solutions with built-in PunchOut capa-bilities and automatic email notifications.

Unified Business Solutions, LLC www.dynamicsgenie.com/pogenie.aspx877-724-3643PO GenieAutomatically create POs based on in-ventory levels and Backorders, by Item, Class, Site, & Vendor utilizing standard Item Resource Planning.

Quality Control


receivables Enhancement


Encore Business Solutions www.encorebusiness.com 888-898-4330 ext. 336Bank Reconciliation ToolsSimplify the reconcil. process. Balance GL accts & checkbooks easily.


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LEncore Business Solutions www.encorebusiness.com888-898-4330 ext. 336Recurring Contract BillingAutomate cyclical billing processes & improve cust. & contract mgmt. Auto- generate scheduled invoices reducing billing & invoicing time.


ICAN Software Corporation www.icansoftware.com • 253-426-3737Print Cash ReceiptsPrint cash receipts and historical cash receipts.

ICAN Software Corporation www.icansoftware.com • 253-426-3737Mass Apply ReceivablesMass apply range of customers & dates with specific apply or auto apply.

Infinia Business Technology www.ExcelIntegrator.com • 260-485-0665Infinia Integrator ARAllow users to copy and paste AR transac-tions from Excel to Dynamics GP.




Stanley Stuart Yoffee & Hendrix, Inc. www.ssyh.com/products_ssyh_arcollections.html407-660-0059AR Collections Manager for Microsoft Dynamics SLAutomates time-consuming collection activities and improves cash flow.

Stanley Stuart Yoffee & Hendrix, Inc. www.ssyh.com/products_ssyh_national.html407-660-0059National Accounts for Microsoft Dynamics SLEasily track & apply payments for customer parent/child relationships.

reconciliation

Isis, Inc. www.isissoftware.com/enha/isis_sl_cash_basis.aspx • 804-762-4200Cash Basis AccountingReport Financial GL data on both the Accrual Basis and Cash Basis.

m-hance www.m-hance.com • +44(0)844 264 0932Reconciler for InventoryAutomatic reconciliation of transactions generated through the Inventory module to the Inventory Control Accounts in Microsoft Dynamics GP.

m-hance www.m-hance.com • +44 (0)844 264 0932The Reconciler for AR and APThe automated reconciliation tool for highlighting the cause of imbalances between the AR or AP modules & the GL Control Accounts.

Nolan Business Solutions www.nolanbusinesssolutions.com303-665-9343Advanced Bank ReconciliationAutomatically reconcile bank transactions with posted GL transactions.

Reporting-Central www.reporting-central.com • 813-579-4991The CloserReconcile your GL w/ sub-ledgers for Cash, AR, AP, Inventory, Accrued Purch, Sales, COGS, Customer Deposits, Fixed Assets & Outside Data Sources in less than 30 seconds. No more manual reconciliations or write-offs.


rentals

Open Door Technology www.opendoor.ca • 403-777-2410Rental ManagementInstantly check rental equipment avail-ability, define flexible rental terms, rent or sell inventory/fixed assets, access real-time rental and billing information, flag returning assets for maintenance and much more.

reporting

Accountable Software

www.accountable.com • 610-983-3100Dynamics ReportingLIVE Dynamics Data in Excel, SSRS, SharePoint, Business Portal & the Web.


AIM Technologies www.aim-technologies.com • 888-234-0428Cash Basis ReportingA fully integrated cash basis reporting module that allows real-time reporting on both cash and accrual accounting basis with no additional keystrokes.

centersoftware

Centerline Software, Inc. www.pivotier.com • 877-786-960421st Century ReportsAccess data (e.g. flowfields) using SSRS, Visual Studio and RDL. Produce colorful reports without programming expertise!





PrecisionPoint Software www.precision-point.com • 650-375-2414NEW: PrecisionPoint - Business Intelligence Subscription based reporting and analyt-ics solution for Dynamics AX and NAV. A monitored and managed service with guaranteed deliverables.


royalty


Northlake Partners www.TheNorthlakePartners.com 425-773-9606BluWare - Promotions & RebatesAutomate the calculation of promotions, rebates, royalties, & upcharges. Auto link to applicable sales items and display as either additional line items or included GL accruals. Rates are set by unit, weight, or %.


Sales Order Processing Enhancement

Accountable Software www.accountable.com • 610-983-3100Dynamics Reporting - Forms PrinterPrint SOP, POP & other forms using SSRS & Crystal. Use 3rd party and custom data. Full GP Notes. Deliver forms by Email in PDF & other formats.

Accounting System Integrators www.asillc.com • 203-239-7740Order Entry / InvoicingFlexible Order/Invoicing with eMail. OM alternative. No Process Manager.



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Supply Chain Management


AIM Computer Solutions, Inc. www.aimcom.com • 586-439-0300AIM Vision Synchronize EDI, material requirements, lead times & supplier purchases.







Security

Arbela Technologies www.arbelatech.com • 949-291-4777NEW: Arbela Security Manager Arbela’s Security Manager radically simpli-fies managing security, and enables you to concentrate more on your investment in Dynamics AX rather than spending countless hours securing it.


www.gofastpath.com • 515-276-1779 ext. 410Fastpath Audit TrailAn agile auditing tool that records changes to all Dynamics databases for easy analysis and reporting. You can know what changed, who changed it and the before and after values. Real information, real results.


www.gofastpath.com • 515-276-1779 ext. 410Fastpath Config AD - Active Directory integration toolSimplify Dynamics GP, AX or CRM user provisioning with Active Directory. Single interface for managing Dynamics users improving security, saving time and money. GP solution offers Single Sign on functionality.

Shipping/Manifesting

FASCOR www.fascor.com • 513-421-1777 ext. 103NEW: FASCOR TMSTMS is an integrated solution for small parcel and ltl shipping. Carrier Certified for UPS, FedEx, USPS (Endicia), LTL and other carriers. Feature rich and user configrable / multiple integration options.


Northlake Partners www.TheNorthlakePartners.com 425-773-9606BluWare - Logistics ManagementAssign orders & schedule trucks for Fleet, TL, & LTL shipments. Update sales orders w/shipping data including truck info, BOL, Waybill, & ship date. Print ship-ping paperwork for a single order or the entire truck.



Nodus Technologies, Inc. www.nodus.com • 909-482-4701eSOP AdvantageWeb-based SOP from anywhere anytime with customizable workflow for GP.

Nolan Business Solutions www.nolanbusinesssolutions.com303-665-9343InterCompany POP to SOPAutomatically link Sales Orders and Purchase Orders between databases.

Northlake Partners www.TheNorthlakePartners.com 425-773-9606BluWare - Sales OrderWeb orders with BI, automated emails, workflow, inquiry, quotes, & prev order replication. Integrated with logistics, pro-motions, commissions, freight programs, & contracts. Supports Catch Weight & multi item UofM.



Scheduled Maintenance


Blue Moon Industries www.bluemoonisv.com • 401-276-9000SOP Auto InvoiceAdds automatic sales order transfer, invoice printing & posting to SOP.

Blue Moon Industries www.bluemoonisv.com • 401-276-9000Sales ConfiguratorProvides a complete ‘assemble to order’ sales system.

Blue Moon Industries www.bluemoonisv.com • 401-276-9000Freight MatrixProvides the capability to define your own freight charge schedules.



Encore Business Solutions www.encorebusiness.com888-898-4330 ext. 336Recurring Contract BillingAutomate cyclical billing processes & improve cust. & contract mgmt. Auto- generate scheduled invoices reducing billing & invoicing time.





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www.DynamicsTMS.com 847-963-0007 ext. 136DynamicsTMS® Transportation Management SystemThe plug & play system includes full Parcel, LTL, TL, & Intl tariff mgt.


System Enhancement

AIM Technologies www.aim-technologies.com • 888-234-0428DataSpyProvides information on tables updated and modified during the processing of transactions to speed customization and report development. Works with third-party modules.

DynamicsDownloads

www.DynamicsDownloads.com • 865-510-7826DynamicsDownloadsLooking for a Dynamics Add-On Solution? Search, Buy and Sell here!


Isis, Inc. www.isissoftware.com/enha/isis_sl_expanded_master_info.aspx • 804-762-4200Expanded Master InformationEasily add more user fields for Vendors, Customers, Employees, Inventory, & Projects.




Reporting-Central www.reporting-central.com • 813-579-4991The ValidatorGPOptimize GP - 100+ point inspection of System Setup & Master Data Files.

tax

Avalara, Inc.


Greenshades Software www.Greenshades.com888-255-3815 ext. option 2Greenshades Payroll Tax Service Our Tax Service is the easiet way to file and pay your payroll taxes.

Kamp-Data, Inc. www.kampdata.com • 702-948-6554KampData TaxEngineManage & report nationwide sales & use taxes from any application.

Kamp-Data, Inc. www.kampdata.com • 702-948-6554DynamicZipManage & report nationwide sales and use taxes from within GP.

time and Attendance

Business Computers Software, Inc.


Joesoftware Inc. www.joesoftware.com • 780-990-0220PennyWeb-based timesheets, employee/manager self-service for CAD payroll.




trade Promotion Management

Flintfox International Limited

www.flintfox.com • 404-245-5116 TPM for Dynamics Suite Integrating Trade Promotion Management processes into Dynamics. Sell-side and Buy-side, advanced pricing, planning and execution of deals, promotions, rebates and fees, plus settlement (deductions, claims, payments).

travel Expense Management




Workflow

agilesWorkflow www.agilesworkflow.com • 503-206-7739agilesWorkflow agilesWorkflow allows you to manage, simplify and automate processes.

appStrategy www.appstrategy.com • 269-345-3111 ext. 1NEW: appCompass WorkflowUtilize Microsoft WF4 in Studio to auto-mate processes.

AvidXchange, Inc.



Datahaven for Dynamics www.datahaven4dynamics.com757-222-2000Datahaven for DynamicsDatahaven is the only scanning, OCR, and workflow solution natively embedded” not simply integrated” throughout the Microsoft Dynamics NAV user experience and available to non-NAV users from Microsoft Outlook.

DynamicPoint www.dynamicpoint.com • 562-726-4396SharePoint Workflow Solutions that Integrate with Microsoft Dynamics Custom SharePoint workflows integrated with Dynamics GP, NAV and CRM.

Enliven Software www.enlivensoftware.com • 866-439-5884Fidesic AR and AP PlatformPaperless Receivables and Payables to cut admin overhead and GO GREEN!

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Services

Application Service Provider/Hosting

Concept Computer Corporation

www.conceptcomputer.com • 800-561-5852NEW: Managed Microsoft Dynamics HostingConcept is a certified hosting center offering end-to-end hosting & support services designed for all areas of a Microsoft Dynamics environment.

OneNeck IT Services www.oneneck.com • 480-315-3000Dynamics Hosting and Managed Services Provider OneNeck® provides a comprehensive, flex-ible suite of Microsoft Dynamics hosting and managed services designed to help companies improve system performance and leverage their Dynamics AX enterprise application.

Rose Business Solutions, Inc

www.roseasp.com • 858 794-9403RoseASPRoseASP has been hosting Microsoft Dynamics applications since 2000. We host AX, SL, NAV, GP and CRM along with a host of ISV solutions. Great commissions for the life of the contract. We guarantee 99.5% uptime.

WatServ www.watserv.com • 866-531-2598 ext. 2302Hosting and Cloud Computing for Microsoft Dynamics ERP and CRMWatServ is one of North America’s largest, most experienced providers of Cloud Computing services for Dynamics AX, Nav, GP & CRM. We have the best partner programs with the highest returns. Call 866 531 2598.

Business Planning


Business Portal development

DynamicPoint www.dynamicpoint.com • 562-726-4396Dynamics Business Portal Enhanced with SharePoint CustomizationsExtend the out-of-box Dynamics Portal with SharePoint Customizations.

Business Process Outsourcing


Closing Sales

Microsoft www.microsoft.com/ebc/fargo.mspx701-492-6384Executive Briefing Center Located in the heartland of North America, the Fargo EBC offers strategic, customized briefings to Microsoft business prospects, customers, & partners. The Fargo EBC offers a customized executive level experience.

Cloud Computing

Data Resolution, LLC

www.dataresolution.net • 877-878-9108ERP CloudsData Resolution is dedicated to delivering private ERP cloud services branded as the partners brand. We keep all of our cloud customers optimized & working 24 hours a day, worldwide for the last 11 years.

TM

Myappsanywhere by NetStandard

www.myappsanywhere.com • 888-636-HOSTPremier Cloud Computing ProviderMyappsanywhere provides a complete go-to-market integrated cloud solution delivering 99.999% uptime, customiza-tions, no minimums and secure storage in its privately-owned SSAE 16 Type 2 data center facilities.

OneNeck IT Services www.oneneck.com • 480-315-3000Dynamics Hosting and Managed Services Provider OneNeck® provides a comprehensive, flexible suite of Microsoft Dynamics hosting and managed services designed to help companies improve system per-formance and leverage their Dynamics AX enterprise application.

Reviora www.reviora.com • 813-344-1600Cloud ERP hostingCloud hosting for Dynamics ERP/CRM. Enterprise-class delivery.

Rose Business Solutions, Inc www.mygpcloud.com • 888-794-9401MyGPcloudmyGPcloud is the first on-demand Microsoft Dynamics GP application. Free 30 day trial that can be set up in less than 5 minutes. Start a trial for your prospect or send them to our site and begin your trial today!

SaaSplaza www.SaaSplaza.com • 858-385-8900 ext. 102Dynamics Preferred Cloud Provider SAS70 & SPLA certified, we provide VARs and ISVs with a secure, reliable & easily manageable platform to deliver all ERPs and CRM as a service to their customers (as well as SharePoint, Office, Exchange, etc.).

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SIntegrity Data

www.u-linc.com • 217-732-3737 ext. 0203U-LINCTM, Powered By Integrity DataWorkflow virtually anytime, anywhere in Microsoft Dynamics. Works seamlessly within and across your existing system, is flexible and easy to use, improving organizational performance.


www.metaviewer.com • 507-286-9232MetaViewer Paperless ERP for Microsoft DynamicsEnhance your AX, GP, NAV & SL solutions by adding integrated scanning, OCR, eIn-voicing, workflow, and AP/AR Automation.

MHC Software, Inc.

www.mhcdocumentexpress.com952-882-3341MHC WorkflowEasily route documents needing approval- invoices, HR docs, etc. electronically. Ensures they are not lost, stalled or misplaced.

Northlake Partners www.TheNorthlakePartners.com 425-773-9606BluWare - Sales WorkflowManage unique sales order workflows by transaction type and site.


Tenrox www.tenrox.com • 877-483-6769Tenrox Project Management Tenrox cloud project management software is a workflow-driven solution to manage portfolios & projects. Built on the Microsoft platform and offers certified integrations to all leading Accounting and CRM solutions.

TrinSoft www.trindocs.com • 859-252-6225TrinDocsFully integrated, browser-based document management and workflow solution with no limits on document types or entities that is flexible, affordable and easy to use. Go to trindocs.com to see an instant demo!


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Scribe Software www.scribesoft.com/online • 603-622-5109Scribe Online Data integration for MS Dynamics CRM 2011 online, hosted and on premise.


WatServ www.watserv.com • 866-531-2598 ext. 2302Hosting and Cloud Computing for Microsoft Dynamics ERP and CRMWatServ is one of North America’s largest, most experienced providers of Cloud Computing services for Dynamics AX, Nav, GP & CRM. We have the best partner programs with the highest returns. Call 866 531 2598.

Custom development

Alba Spectrum Corporation www.albaspectrum.com • 773-384-9264Alba Spectrum CorporationWe specialize in the design and development of Dexterity & .NET based Customization and Integration (including eCommerce & RMS) solutions for Dynamics GP covering an extensive range of applications and industries.

Blue Moon Industries www.bluemoonisv.com • 401-276-9000Custom Development ServicesFixed prices & over 10 years of experience in custom development work.

Encore Business Solutions www.encorebusiness.com888-898-4330 ext. 336Dynamics GP Custom Development20+ years experience. Competitive rates & partner margins available.

Isis, Inc. www.isisinc.com • 804-762-4200Isis Custom DevelopmentIsis provides cost effective outsourced custom development (C#, VB.NET, ASP.NET, C++) to our partners and customers worldwide at reduced rates as low as $20 per hour depending on project size and skill set required!

Liberty Grove Software, Inc. www.libertygrovesoftware.com • 630-858-7388Custom NAV DevelopmentExtend NAV, we will do the heavy lifting for your special projects.

Mekorma www.mekorma.com • 888-635-6762Dynamics GP Custom DevelopmentExperts in Dynamics GP and Dynamics CRM. Full package custom development or contract for specific services: discovery, specs, testing, documentation.

demand Generation

FishNet Marketing LLC

www.myfishnetmarketing.com • 701-532-0502List Acquisition, Lead Generation & Telemarketing ServicesLead Generation - Inside Sales, List Mgmt, Market Research Studies, 20 yrs. Sales & Marketing excellence working with MS Dynamics Partners.

R & G Consulting Partners

www.randgconsultingpartners.com406-821-9914Outbound Telemarketing Producing Qualified Leads With Decision MakersProfessional team with 15 years experi-ence working with Microsoft partners. Leads, Appointments, Scripting, Lists, Event Fulfillment, Database Management. Various programs including cost effective test pilots.

dexterity development


Business Computers Software, Inc.


DexPros www.dexpros.com • 623-535-9216Microsoft Dynamics GP DevelopmentProfessionally designed & developed enhancements/integrations/upgrades and support by experienced Dexterity/SQL/.NET/VB developers.

Email Marketing

The Partner Marketing Group

www.thepartnermarketinggroup.com605-574-9432E-Newsletter Content and ServicesGet access 24x7 to an online library full of unique newsletter content or elect the full-service options to nurture your pipeline of leads.

Two Black Labs Marketing

www.twoblacklabsmarketing.com804-304-7679Cost Effective E-Mail MarketingContagious content for your Microsoft Dynamics prospects and customers. Ready-To-Go Customizable Newsletters and Online Library Content.

Graphic design Services

David Swang Design

www.davidswang.com • 701-412-7572David Swang DesignLogos, brochures, ads, direct mail, sales sheets, newsletters, banners.

Hr & Payroll Implementation & Consulting

Integrity Data www.integrity-data.com217-732-3737 ext. 0203HR & Payroll Enhancements for Dynamics GPWe can implement the entire HRP solution or only certain components. We also offer a variety of training services.

Implementation Services


Lanham Associates® www.lanhamassoc.com • 678-379-4200 ext. 105EDI VAN Lanham can be your one EDI stop, but we won’t lock you in. Full function. Fair Price.

Liberty Grove Software, Inc. www.libertygrovesoftware.com • 630-858-7388NAV Implementation ServicesLet us train and guide you to a successful implementation.


Managed Freight Services


TM


www.DynamicsTMS.com847-963-0007 ext. 136DynamicsTMS® Transportation Management SystemThe plug & play system includes full Parcel, LTL, TL, & Intl tariff mgt.

Managed Services

OneNeck IT Services www.oneneck.com • 480-315-3000Dynamics Hosting and Managed Services Provider OneNeck® provides a comprehensive, flex-ible suite of Microsoft Dynamics hosting and managed services designed to help companies improve system performance and leverage their Dynamics AX enterprise application.

RedTail Solutions www.redtailsolutioins.com • 508-983-1900RedTail EDICloud-based managed EDI service for sup-pliers to retailers. Best EDI with lowest TCO.

Marketing Planning & Services

Looking Glass Marketing

www.lookingglassmarketing.com614-453-5927Cost-effective Marketing Solutions for Microsoft Dynamics PartnersAward-winning outsourced marketing services including lead generation, nurture marketing, email marketing, web design/SEO, content development.


www.thepartnermarketinggroup.com605-574-9432Microsoft Approved Vendor for Dynamics Marketing ConsultingFrom strategic marketing plan develop-ment to the critical daily execution, this Microsoft experienced team can help fill your sales pipeline.

The Promersberger Company www.promersberger.com • 701-492-9194NEW: Vertical Marketing Planning ServicesSuccessful vertical marketing starts with a solid plan. With 39 years experience working with manufacturing clients combined with 21 years of MS Dynamics marketing, let us put our creative talents to work for you.

Tornado Marketing, Inc.

www.tornado-marketing.com • 608-213-0377Marketing ConsultingTornado Marketing provides high-impact marketing services.

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

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Member Organizations

Dynamic Communities

www.dynamiccommunities.com • 877-324-8880Microsoft Dynamics User Groups – AXUG, CRMUG, GPUG, NAVUGThe User Groups are independent com-munities that empower Microsoft Dynamics users to connect, learn and share experi-ences to improve their use of and ROI on their solution. User & Partner memberships are available.

.nEt development


Isis, Inc. www.isisinc.com • 804-762-4200Isis .NET DevelopmentIsis provides cost effective outsourced .NET development (C#, VB.NET, ASP.NET, C++) to our partners and customers worldwide at reduced rates as low as $20 per hour depending on project size and skill set required!

SWCS Consulting Inc. www.swcsconsulting.com • 780-413-8284.NET DevelopmentExperienced developer using proven methodology to create professional, custom solutions for Dynamics GP, CRM and SharePoint.

Partner Support Service

Plumbline Consulting, LLC.

www.PlumblineConsulting.com • 866-510-7826Partner Support ServicesLeverage our Partner Support Services, including Support, Custom Development & Implementation Assistance to expand your offerings. 25+ yrs.

Sales tax Management Service

Avalara, Inc.


SharePoint development

DynamicPoint www.dynamicpoint.com • 562-726-4396Your Source Exclusively for Microsoft Dynamics & SharePoint IntegrationPortals, Business Automation & Custom Products integrated with Dynamics.

Software development Consulting

Isis, Inc. www.isisinc.com • 804-762-4200Isis ConsultingIsis provides cost effective outsourced software consulting to design, build, & test the software your clients need worldwide at reduced rates as low as $20 per hour depending on project size and skill set required!

Mekorma www.mekorma.com • 888-635-6762Dynamics GP Custom DevelopmentExperts in Dynamics GP and Dynamics CRM. Full package custom development or contract for specific services: discovery, specs, testing, documentation.


telemarketing/telesales





training

Accolade Publications, Inc. www.accoladepublications.com • 321-206-4690Training ManualsUser and Training Manuals for MS Dynamics GP, AX, SL, NAV, and CRM. Professionally Written--User Readable from Your Dynamics Education Experts.

Webucator, Inc. www.webucator.com/microsoft/microsoft-dynamics.cfm • 877-932-8228Dynamics TrainingMicrosoft Dynamics Training - regularly scheduled public classes delivered live online and custom private classes normally delivered at your offices. Webucator is a Microsoft Certified Partner for Learning Solutions.

upgrades


Liberty Grove Software, Inc. www.libertygrovesoftware.com • 630-858-7388Fixed Price UpgradesBring forward your customizations and data for a fixed price.

Vertical Marketing

The Promersberger Company www.promersberger.com • 701-492-9194NEW: Vertical Marketing Programs & ServicesFor 39 years, we’ve helped equipment manufacturing companies increase market share and brand equity. Let us put that experience to work for you with vertical marketing programs for manufacturing and distribution.

Video Marketing

The Partner Marketing Group www.thepartnermarketinggroup.com605-574-9432Video Marketing for Dynamics CRMLearn how “Dave Saves the Day” video series can help you sell more CRM.

Writing/documentation Services

Spindler Marketing Communications

www.spindlermarketing.com • 651-683-0427Professional Marketing CopywritingExpert case study, brochure, factsheet, web and direct mail copywriting.


www.thepartnermarketinggroup.com605-574-9432Blog, Case Study and Website Writing ServicesUse blog writing, case studies and website content to build your brand.

The Promersberger Company www.promersberger.com • 701-492-9194NEW: Professional Case StudiesCase studies help build your credibility if you have a professional writer telling the story. Look no further, we have created a streamlined process for writing high impact case studies that are cost-effective.

Tornado Marketing, Inc.

www.tornado-marketing.com • 608-213-0377CopywritingJust say NO to boring brochures, painful PowerPoints and the same old blah, blah, blah. We write content that sizzles.

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