WIMTEF 2C14 WWW.AXUG.

CON
FOCUSING ON
SUPPLY CHAIN
MOBILITY &
DATA TRENDS
CELEBRATING
AXUG SUMMIT
Winter 2014
|
3
winter 2014 | www.AXUG.com
In Every Issue
5
From the Director

7
Events

8
Regional Chapter News

12
Welcome to Our New Members

23
Name That Photo Contest

25
Volunteer of the Quarter
28
Find the Logo Contest
37
Word Find
39
Academy Corner
45
The AX List, from The Partner Channel


Features
10
Meet the Leaders
13
Top Collaborate Discussions

14
User Member Showcase
Wirtz Beverage Group

16
Breaking Down EDI
18
Tips & Tricks
Embedding Power View Dashboards
22
Microsoft Member Showcase
C. Venkatesh

24
Display Pack Pushes the Envelope
26
Tips & Tricks
Streamlining Budgeting and Forecasting
27
Tips & Tricks
More Readable Reports
29
Industry Showcase
Oil and Gas

32
VAR Partner Member Showcase
Blue Horseshoe

34
Inbound Tips for Turbocharging Your Warehouse
36
Tips & Tricks
From Power View to Cube and Back Again
38
ISV Partner Member Showcase
TARGIT

41
On Topic with AXUG Members

42
Celebrating AXUG Summit 2013
WIMTEF 2C14 WWW.AXUG.CON
FOCUSING ON
SUPPLY CHAIN
MOBILITY &
DATA TRENDS
CELEBRATING
AXUG SUMMIT
Advertiser Index
Altec . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
Arbela Technologies . . . . . . . . . . . . . . . . . . . . 2
AXtension . . . . . . . . . . . . . . . . . . . . . . . . . . . . .15
Bottomline Technologies. . . . . . . . . . . . . . . . . 6
Client Strategy Group . . . . . . . . . . . . . . . . . . . 4
eNSYNC Solutions, Inc. . . . . . . . . . . . . . . . . . 44
MetaViewer from Metale . . . . . . . . . . . . . . . 60
Microsoft Convergence 2014 . . . . . . . . . . . . . 7
Radley Corporation . . . . . . . . . . . . . . . . . . . . 59
Sandler*Kahne Software, Inc. . . . . . . . . . . . 33
TARGIT . . . . . . . . . . . . . . . . . . . . . . . . . . . .30-31
WatServ . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
contents
Winter 2014
|
5
W
OW, what a couple months it has been in the Microsoft Dynamics AX
User community. From a record AXUG Summit in Tampa, to exciting
announcements on the Microsoft Dynamics AX product front, to a great User
group day at Convergence EMEA in Barcelona, things have been hopping!
With everything going on, it might be easy to forget about the theme of this months magazine
and instead just focus on all these great events and announcements, but that would be a mistake.
Many Members have told me over the past two years how much they enjoy the magazine and the
themes covered. Tis issue is no dierent, with the theme of Supply Chain Management (SCM).
I can remember when I rst installed Axapta back in 2002. At that time, there was a
Warehouse One and Warehouse Two module that provided some pretty cool functionality
to help in our warehouse and distribution areas. A lot has changed since then, with more and
more SCM functionality being included in both the base Microsoft Dynamics AX product
and supplemented by many great add-ons from the ISV channel. As technology has evolved at
the same time, with slates and smartphones, the needs of Users in the SCM area has changed,
and Microsoft Dynamics AX has continued to meet that demand. Te recent announcements
around new SCM functionality in Microsoft Dynamics AX 2012 R3 are just the latest example
of the growth of the product in these areas. Tats a lot to keep track of, but in this issue, we
highlight many of these items and also spend time reviewing some old school SCM content
like EDI. Even back in 2002, my company had EDI needs with Axapta. Te need for EDI hasnt
changed, and our panel discussion provides a great overview.
Please take the time to read this issue front to back. Te tips and tricks can be applied
immediately to help you be more successful with Microsoft Dynamics AX. Te SCM content
will explain how Microsoft Dynamics AX can enable your company to do more both internally
and externally to improve your warehouse and distribution operations. SCM, much like
business intelligence, continues to evolve, which was a top reason for addressing it in this issue.
Teres also information about AXUG Summit and the success of 1,000 Members converging
in sunny Tampa for a week of unparalleled networking and knowledge sharing. Yes, AXUG
Summit 2013 was truly a great event, with more than 230 breakout sessions, a motivating
keynote from coach Tony Dungy, the huge Expo Hall, and the 5 oclock Somewhere Regional
Chapter session where a couple hundred AXUG Members met with Users from their city or
region. I would be remiss not to thank the 130 speakers, numerous volunteers, and AXUG sta
that all contributed to make Summit such a success. Te bar will be raised even higher in St.
Louis for the 10th AXUG Summit, but I believe the AXUG community is up to the challenge!
Finally, I want to remind the AXUG community to continue to use the AXUG Collaborate tool
as your one stop shop for knowledge sharing and networking. Since we rolled out Community.
AXUG.com at Convergence 2013, thousands of AXUG Members have created proles, joined
the 30+ online communities, and posted hundreds of questions and replies in the discussion
boards. AXUG Collaborate continues to grow, so if you have not taken advantage of this great
AXUG benet, theres no time like the present to do so. I promise you will not be disappointed.
See you in Atlanta for Convergence 2014, or perhaps at an upcoming AXUG Regional
Chapter or Global Branch meeting!
Frank Vukovits, Jr.
Director Programming, AXUG
Going to the Next Level...
Sherry Linares
letter
from the axug director
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On a Roll
to Grow in
2014
Frank Vukovits, Jr.
Documents, and the data trapped within them, are the lifeblood of your business. Yet,
despite advances in automation, many organizations continue to struggle with methods
for effciently imaging, indexing, distributing, searching and retrieving documents from their
core ERP system. Extend that to a specifc business process like Accounts Payable, and the
complexities of PO matching, approval workfow and reporting only compound the problem.
Bottomline's Transform

fam||y of so|ut|ons is enabling organizations to streamline

transactional document tasks, link content across disparate systems, and and automate AP
invoice processing. With real-time integration to M|crosoft Dynam|cs

AX and SharePo|nt

,
our solutions extend your existing technology investments while supporting a vast library of
document types.
How can the leader in document automation for Dynam|cs AX help your organization? Let's
get the conversation started.

www.bottom||ne.com/sharepo|nt [ 1.800.472.1321 [ dynam|cs@bottom||ne.com
Winter 2014
|
7
March 47, 2014 / Atlanta, GA
Register today and start planning
your trip to Atlanta! To find out
more or to register online, visit:
www.microsoft.com/convergence
Learn.
See how you can make your life easier
when you get back to work.
Connect.
Find out how others successfully use
Microsoft Dynamics.
Expand.
Visit the Expo Hall and see how the
latest innovations bring new value to
Microsoft Dynamics.
Discover.
Watch Microsoft experts demo the
new releases and talk about the
product roadmaps.
Envision.
Hear where Microsoft executives and
analysts think the industry is going.
Enjoy.
Hang out with new friends at evening
events and listen to a GRAMMY-
winning band at the Closing Celebration.
12,000 M icrosoft Dynamics community
members cant be wrong.
The premier Microsoft Dynamics event is happening in
Atlanta, GA, March 47, 2014.
Here are just a few things you can look forward to:
events
sessions meetings courses
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Te event calendar on www.AXUG.com and the weekly AXUG

newsletter are your best sources for the latest AXUG

event information as this list is subject to change. Events are added weekly, so check back often and get registered for
the next exciting AXUG event.
AXPC PreGAME
MARCH 3 | OMNI HOTEL AT CNN CENTER | ATLANTA, GEORGIA
www.AXpartnerconnections.com
Microsoft Dynamics
Convergence 2014
MARCH 4-7 | ATLANTA, GEORGIA
www.microsoft.com/dynamics/convergence/atlanta14
The Partner Connections Event
OCTOBER 12-14 | ST. LOUIS, MISSOURI
www.thepartnerconnectionsevent.com




AXUG Summit 2014
WEEK OF OCTOBER 12-17 | ST. LOUIS, MISSOURI
www.AXUGsummit.com
Regional Chapter/Global
Branch Meetings
JANUARY 23 United Kingdom (England) | Reading, London
JANUARY 29 Denmark | Hellerup
FEBRUARY 12 Carolinas| Charlotte, North Carolina
FEBRUARY 12 United Kingdom (Scotland) | Edinburg, Scotland
FEBRUARY 20 Italy | Milan
FEBRUARY 20 Ireland | Dublin
FEBRUARY 20 Norway
FEBRUARY 20 Spain | Madrid
APRIL 15 Netherlands
8
|
AXUG Magazine
For several years, the Minnesota Chapter of AXUG has made an
annual trip to the Fargo, North Dakota campus of Microsoft.It is a
trip that everyone looks forward to and is not limited to Minnesota
Chapter Members all AXUG Members are welcome! Tis year
we met for two days of sessions and networking in mid-September.
Tere were more than 80 Microsoft Dynamics AX Users in
attendance the largest turnout weve had to date. Outside of
AXUG Summit, this was the largest AXUG-sponsored event of
the year. Microsoft did an outstanding job of hosting us at their
Executive Brieng Center on the Fargo campus. Lunches were
included, and we enjoyed a reception with dinner one night.
Because we met at the Fargo campus, many Microsoft Dynamics
AX engineers and product managers were available to give us a
number of excellent presentations.Te presentations were divided
into two tracks: technical and functional. In all, there were more
than 20 presentations given by Microsoft and Partners on a large
news
regional chapter news
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Minnesota Chapter Heads to North
Dakota for September Meeting
by Pat Ryan, chapter leader
variety of topics. A tour of the Microsoft campus was included,
and there were numerous opportunities for networking with other
Microsoft Dynamics AX Users and for meeting with Microsoft
experts.
We are all looking forward to next years meeting, which is
planned again for September.Join us!
Outside of AXUG
Summit, this was the
largest AXUG-sponsored
event of the year.
Winter 2014
|
9
news
regional chapter news
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I have been involved with the New England Chapter of AXUG since
January 2011. Te group was formed prior to this time but had gone
inactive until Green Beacon stepped in to help revive momentum in
the New England area. Te eorts have paid o, and we have been
meeting every quarter since with an average of 22 attendees.
Mark Erikson and I organize the meetings as best we can around
the needs of the group. Part of our agenda is a roundtable where we
openly discuss current issues or things wed like to see in the future.
It is from these roundtables that we are able to assess the needs of
the meeting population and start our search for relevant meeting
sponsorship. A number of vendors have graciously stepped up to the
task and provided us with presentations around electronic document
capture, BI, and reporting solutions as well as EDI. Since the majority
of our Member companies are running Microsoft Dynamics AX 2009,
our most recent undertaking is to get help understanding Microsoft
Dynamics AX 2012 and the future roadmap of the solution so we can
make the best decisions possible for our respective companies.
New Life for the New England Chapter
by Barbara Maraglia, chapter leader
Its been amazing to me that as a group we have so many similar
struggles, and that in some cases, we are able to jointly work on
solutions. Trough my involvement with this group, we have been
able to identify a mutual need and hire developers to work on
solutions while splitting costs. Situations like this are denitely
win-win for all involved.
One thing that I believe has made us stronger as a group is that
we continue to communicate with each other outside of our regular
quarterly meetings. Our group is on LinkedIn, so its simple for
anyone at any time to get assistance. We also try to keep an updated
list of folks who have attended our meetings so if we need topic clarity,
its easy to reach out to the group, but more importantly, we are able
to send personal reminders of planned meeting agendas and meeting
dates to the group to help keep them engaged between meetings.
Last summer we changed up our regular meeting agenda a bit
by meeting at one of our Member companies. Tis was the most
attended meeting yet with 39 in attendance! It was fun to see
how they use Microsoft Dynamics AX, what they do outside of
Microsoft Dynamics AX that needs to then interface with it, and
to understand more about their company in general. We hope to be
able to do more of this down the road either by visiting a Member
company or by having them present at our regular meeting.
I dont see 2014 being much dierent for us. We will continue
to solicit topic suggestions from our group so the meetings are
meaningful and worthwhile for our Members to attend. Our
quarterly meetings are already booked for January, April, July, and
October, and we hope to continue delivering topics our Members are
interested in as well as growing the average meeting size.
AXUG TOLA Looks for a Great Year Ahead
by Eric Hintz, chapter leader
Te recent AXUG TOLA (Texas, Oklahoma, Louisiana, and
Arkansas) Regional Chapter meeting in Houston was a success!
Twenty attendees were present to share User experiences and
learn from one another. Clive Wiley from TARGIT gave a terric
presentation on the companys business intelligence (BI) platform.
Another great component of the meeting was the Customer
experience presentation. Arhan Dundan from Gurwitch Products
showed how his company utilizes Microsoft Dynamics AX in its
business, including how the solution interacts with eCommerce, EDI,
and other third party integrations.
Planning for 2014 rounded out the meeting. Members provided
feedback, ideas, and input, and topics of interest and potential
speakers/vendors for the year ahead were identied. AXUG TOLA
looks forward to a tremendous 2014! AXUG
10
|
AXUG Magazine
COMPANY
Organogenesis
TITLE
senior business analyst
EMAIL
Bmaraglia@organo.com
How long have you been a Regional Chapter/Global Branch leader?
Since about June 2011. Te New England Chapter had been dormant for some time, and
Green Beacon got us going again in January 2011. At that time, they introduced about
15 of us to AXUG and asked for a couple of folks to step up and lead the group. I, along
with Mark Erikson of Bemis Associates, Inc., stepped up and have been co-leading the
chapter ever since.
Whats the most valuable aspect of the chapter/branch meetings?
Te networking.You cant put a price on the knowledge and training you get from your
peers. To also nd out that you have similar requirements and can combine eorts on
projects has been a big help.Our chapter meets once per quarter, and we always make sure
there is time for our roundtable discussions.Tere is so much knowledge in the room that
its been very useful to tap into everyones knowledge.Not one person knows the answer;
rather its a combination of people that makes our chapter work more as an extended team instead of separate companies.
What do you enjoy most about your AXUG membership?
Te expertise we have the ability to tap into. Regardless if someone is with a Member company, a Partner, or a vendor, we all get
the time to share our knowledge and help each other learn and grow.
What was your favorite topic at a past chapter/branch meeting?
One thing I think we have been good about with our chapter meetings is to highlight Partner companies that meet the interests
of the majority of our Members. Every single one of these topics has had something that could be applied back at the oce. I for
one cant pin-point a favorite topic and hope that the group feels the same way.
Barbara Maraglia
COMPANY
FCC Environmental
TITLE
senior research analyst
EMAIL
Eric.hintz@
fccenvironmental.com
How long have you been a Regional Chapter/Global Branch leader?
Since July 2013
Whats the most valuable aspect of the chapter/branch meetings?
Networking with other Microsoft Dynamics AX Users and learning from their
experiences are the two most valuable items of regional meetings. It is a great feeling
to learn about a x another company found that would solve the same issue that my
company is having. Having vendors showcase a product or solution also helps because I
can ask more detailed questions about the product to the speaker than simply going to
the vendors website to view general information about the product.
What do you enjoy most about your AXUG membership?
Tere are two main reasons I enjoy my AXUG Premium membership. First, the annual
AXUG Summit is worth its weight in gold. My company is an AXUG Premium Member and receives a discount on registration
which saves several hundred dollars. I network with peers who have similar Microsoft Dynamics AX modules and customizations
as me. I also take academy-led training at AXUG Summit, and I always learn better ways to utilize Microsoft Dynamics AX.
Second, I enjoy the regional meetings. I love nding local Microsoft Dynamics AX Users that I can network with. Te chapter
meeting is a short drive which saves time and money.
What was your favorite topic at a past chapter/branch meeting?
Te Customer experience portion of the meeting was most valuable. Te Microsoft Dynamics AX end User explained how
his company used Microsoft Dynamics AX with several other integrations. He explained the challenges and lessons learned of
choosing a Microsoft Dynamics AX implementation Partner, his current challenges, and the desired future state of his ERP. Te
Customer experience story is an invaluable part of the chapter meeting.
Eric Hintz
leaders
mee t y our a xug l e aders
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Winter 2014
|
11
COMPANY
Marshalltown Company
TITLE
information engineering
director
EMAIL
Patr@marshalltown.com
How long have you been a Regional Chapter/Global Branch leader?
I am a rst-year branch leader.
Whats the most valuable aspect of the chapter/branch meetings?
Networking with other Users and learning about their experiences with Microsoft
Dynamics AX.
What do you enjoy most about your AXUG membership?
Interaction with other Users and chapter meetings. I really like the way the AXUG
website and Collaborate is growing with features and information.
What was your favorite topic at a past chapter/branch meeting?
Te annual Fargo trip is always the highlight of the year.
Patrick Ryan
COMPANY
IIMAK
TITLE
CFO
EMAIL
Felipe@iimak.com.br
How long have you been a Regional Chapter/Global Branch leader?
I have been one of the leaders of AXUG Brazil since 2011.
Whats the most valuable aspect of the chapter/branch meetings?
Te most relevant aspect is the opportunity for Users to share experiences with
other hands-on workers and also to promote collaboration with Microsoft
teams for the constant improvement of Microsoft Dynamics as well as better
communication between Users, Partners, and Microsoft.
What do you enjoy most about your AXUG membership?
Te volunteer spirit of the people in AXUG is what most motivates me to work
hard in building a stronger Microsoft Dynamics ecosystem.
What was your favorite topic at a past chapter/branch meeting?
Business intelligence (BI) is one of my favorite topics as well as the interactive
session which is a unique and innovative way to learn about Microsoft Dynamics.
Felipe Feijo
leaders
mee t y our a xug l e aders
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12
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AXUG Magazine
ALCO Stores Inc.
Bonita Packing Co.
Britomart Group
Management
Company
Depomed, Inc.
Dynamics User Group
Enventure Global
Technology
FuelCell Energy, Inc.
GI
Jaipur Rugs Inc
Leatherman Tool Group
Longitude 80 Dairies, Inc
& Subsidiaries
Lyle Signs, Inc.
Merit Brass
Metal-Matic, Inc.
Metrohm USA
MHPM Project
Managers Inc
Mid-Continent
Instruments and
Avionics
Norbord Inc.
Ocean View Engineering
Omnicom Media Group
Pierre-Fabre laboratories
PFSA
Prenco Progress
and Engineering
Corporation Ltd.
Primcogent Solutions
Rodofort S/A
Sokol and Company
Teledyne Technologies
Tip Top Poultry, Inc.
Travel Alberta
Uniform Advantage
Victrex Plc
WESCO
X-FAB Texas, Inc.
Lyle Signs, Inc.
Tis quarter were featuring Lyle Signs, Inc. sharing a little about
who they are and what they do.
Lyle Signs, Inc., headquartered in Eden Prairie, Minnesota, is
the leading manufacturer of trac, regulatory, and safety signs in
the United States. Te company has been shipping regulatory signs
nationwide for nearly 100 years. Its experience with reective sheeting
dates back to the 1930s. Lyle Signs is committed to providing the best
service and best sign possible.
We decided to upgrade from a
basic Membership to the Premium
membership because it provides
us with more User interaction,
information, and a place to network
with other Microsoft Dynamics AX
Users, says Donna L. Convey, IT
manager at Lyle Signs. Te ability
to connect with other Members
provides additional resources
for implementing and upgrading
Microsoft Dynamics AX.
Tank you to Donna and Lyle Signs for moving from basic to
Premium membership!
If you, too, want to explore the benets of AXUG Premium
membership and take advantage of membership opportunities,
simply visit www.AXUG.com > Join AXUG. Our Premium Members
are the lifeblood of our organization and enable us to continue to
provide valuable networking, educational events, and solution-
specic programming. AXUG
Premium Members Added
Last Quarter
k-eCommerce
UXC Eclipse
Premium Partner Members
Added Last Quarter
members
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Welcome to the new Members who have invested
in AXUG

Premium membership and Partner

membership this year! Each new Member adds
value not only to their own organization, but also
to the entire AXUG community as they share their
knowledge and experiences. Please note that these
organizations have given AXUG permission to share
their name publicly.
Winter 2014
|
13
C
onversations are ying on AXUG Collaborate, and
we thought it would be fun to look back at some of
the top discussions from fall 2013. Te oldest topics
are posted rst, and if youd like more information
on any of these topics, log on to AXUG Collaborate
(www.community. AXUG.com) to read the full conversation.
Discontinued Inventory Items
12 Replies | Posted by Kaitlyn Peot on August 9 at 5:25 p.m.
Hi, I am wondering if anyone has a process for deactivating/getting
rid of discontinued items. Soon well be clearing out all inventory and
replacing it with new. When that happens well no longer have a use
for 75% of our current items. As I understand it, there is no way to
delete an item. Knowing that, when I pull reports they will contain all
items, discontinued and not. Tat is not ideal and ultimately I would
like to be able to delete the item, anyone nd something that works
comparable to the item actually being deleted? Tanks for any input.
Kaitlyn Peot | New Belgium Brewing Co. Inc
Statistical General Ledger
Accounts in AX 2012 R2???
9 Replies | Posted by Dan Naser on August 28 at 12:34 p.m.
Is there a way in AX2012 R2 to create statistical accounts to track
metrics such as department headcount, etc. - so that the value/
balances associated with the statistical account can be used for future
calculations such as allocations? I see there is a statistical Main Account
Category however I do not see a Main Account Type for statistical?
Any help or advice would be greatly appreciated. Tank you.
Dan Naser | controller | Crow Holdings
MRP: Ignore Purchase Orders that
are Not Posted
9 Replies | Posted by Eric Lepage on August 30 at 4:26 p.m.
Hello, as soon as a P.O. is created, it is considered by the MRP
calculations. We would like to take in consideration only those P.O.
that have at least been posted.
Te include inventory transactions checkbox in the master plan
parameter form indicates whether the MRP process will used pending
transactions, like purchase orders, in the calculation process.
However, is there any way to somehow congure this parameter so
it will take into account only the P.O.s that have been posted (posting
- purchase order). Or as an alternative, only P.O.s which have physical
quantity received (posting - receipt list).
Te documentation indicates that it is the case for production
orders: production orders that are not yet registered as physical
receipts. Regards.
Eric Lepage | Biron Groupe Sante Inc.
Master Scheduling Quitting
Halfway Through Product List
9 Replies | Posted by Tom Cook on October 23 at 10:40 a.m.
Hey folks, So, weve been running into an issue with Master
Scheduling on a fairly frequent basis: it will often, when run, get
about 20%, halfway, or 75% or so through the SKU set it has been
tasked to run planned orders for and then decide that it is nished,
for no discernible reason other than petulance or outright malice.
We deal with it by re-running master scheduling on dierent
computers until it does what we want it to do, which, needless to
say, is a whole lot of fun.
Has anyone else encountered this issue? If so, were you able to
more permanently x it? Tanks.
Tom Cook | inventory analyst | Fountain Tire
Inventory-Excess and Obsolete
11 Replies | Posted by Aaron Newman on October 29 at 10:48 a.m.
Hi, Im looking for ideas or processes to identify theexcess and
obsolete inventory in 2009. We are getting ready for physical
inventory and were looking for a way to identify what parts we
have on hand that have zero usage over the past X amount of
months (or years). I dont see any canned reports but Im also new
to AX and its possible Im missing a canned routine or process
that does what were looking for. I thought maybe it could be
identified via SQL Query by some type of a join from InventTable
and InventTrans...the problem is if you havent used it, then
there wouldnt be any entries to InventTrans so how would you
write it? I know this isnt a new area for companies, especially in
manufacturing, so Im hoping theres someone here who can help.
Thanks!
Aaron Newman | corporate IT manager | Delta Star, Inc.
Quantities in Financial Reports
9 Replies | Posted by Pascal Quellet on October 31 at 8:40 a.m.
Hi everyone, We are a manufacturing company implementing
AX 2012 R2, For us, quantities (sold, produced, hours worked...)
would ideally be presented along with our Financial data in reports
(for example, with the actual cost of a production department).
Ideally, we would like to populate the quantity eld in the GL
posting along with the actual transaction. Do anybody ever tried
to do this? Any thoughts or suggestions?
Pascal Ouellet | AX implementation project manager
Nordic Wood Structures / Chantiers Chibougamau Ltd AXUG
TOP COLLABORATE DISCUSSIONS
14
|
AXUG Magazine
O
ne of the things that
drew us to Microsoft
Dynamics AX is the
familiar Windows look
and feel of it, says James
Harrington, director of technology services with
Wirtz Beverage Group, which is a leading distributor
of luxury and premium wine, spirits, and beer brands
as well as non-alcoholic beverages. Te company
does $2 billion in annual sales in the states of Illinois
where its headquartered and Iowa, Minnesota,
Nevada, and Wisconsin.
Prior to deploying the technology, James recalls
a heavily siloed environment. Each state operation
of ours not only had a dierent name, but also
its own set of systems as well, he says. It made
sharing and consolidating nancial statements
very dicult. We wanted to bring it all together to
alleviate the pain points.
Specic items on the wish list for the new
system included more visibility into data and more
repeatable, ecient processes across all states.
Our monthly closing statements were dierent
for each state, James recalls when asked for an
example of the challenges presented by silos. So
wed review each state separately.
Once Microsoft Dynamics AX was chosen,
James realized that the Windows look and feel
was but the beginning of the benets. Instead
of the platform dictating how we do things, the
congurability and extensibility make it possible
to accommodate our processes, he says.
Today, Wirtz entrusts all of its general
accounting, master data management, and pricing
to Microsoft Dynamics AX. Te solution does
indeed provide a consolidated view of the business
from a nancial perspective. It tells us how
individual units are performing so that corrective
action can be taken proactively if necessary, James
says.
Te information, he reports, is not only more
accurate, but also available more quickly. With
pricing changes, many times we had to wait to get
an accurate view of revenue and prot from 30 to
45 days after the end of the month, he says. Now
we have an accurate view on a daily basis. One
of many areas where thats benecial concerns
chargebacks the term for the incentives paid by
suppliers whose products Wirtz sells. Once weve
sold it, we can send documentation to the supplier
much more quickly than we used to be able to,
James says.
Hes also very pleased with the newfound ability
to deliver on a shared services model. Were
able to implement and deliver things such as HR
programs across dierent groups and dierent
COMPANY:
Wirtz Beverage Group

HEADQUARTERS:
Chicago, Illinois

INTERVIEWEE:
James Harrington

EMAIL:
James.harrington@wirtzbev.com

WEBSITES:
www.wirtzbev.com

ESTABLISHED:
1926
NUMBER OF EMPLOYEES:
3,000

MICROSOFT DYNAMICS AX
USER SINCE:
2011
NUMBER OF USERS:
2,000
MICROSOFT DYNAMICS
AXUG

MEMBER SINCE:
June 2011
Cheers: Leading
Beverage Supplier
Toasts Congurable,
Extensible Platform
user member showcase
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Winter 2014
|
15
state lines, he says. We had separate systems before, so this enables
us to grow more protably.
Overall, James is pleased with Microsoft Dynamics AX. It does
what we wanted to it do, he says. For us, the challenge was in
changing behavior. Our Users have had to get used to the amount of
information that became available. Teres a methodology that takes
some getting used to, and if you dont know how to look at it, its
almost too much data.
In the future, James says hes looking forward to taking advantage
of the Microsoft Dynamics AX modules that hes not currently using,
such as those for expense management and purchase requisitions.
Te Project Management module was implemented, but due to
timing, only in one unit. Were circling back now to do more and
further leverage what we have in the solution, he says.
As it stands, in addition to Microsoft Dynamics AX, Wirtz relies
on separate solutions for the core areas of warehouse management
and purchasing. It would be nice if they ran on the same system,
James says. At Convergence, he attended development sessions and
said the previews were very encouraging. Well take a serious look at
the upgrade path and what we need to do.
In the meantime, he says that rather than relying on an external
implementer, Wirtz is bringing the development work in-house.
While the company hired its rst Microsoft Dynamics AX
developer only a year ago, the transition to being 100 percent
sucient is already well underway. And that transition, he says,
will likely mean that rather than only answering questions in online
discussions hosted by AXUG, the company will likely be asking
them as well. AXUG
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A
s with everything in life, its good to start with the facts.
Youve likely heard the term EDI ying around the
last couple of years. Outside of dening the acronym
as electronic data interchange (and maybe even that
was a stretch), do you know what EDI is??
AXUG sat down with a User and two Partners who work in EDI
every day. Tey say that by far the most popular question they receive
is, What is it? So, if youve been unfamiliar with the ins and outs of
EDI to this point, youre not alone.
What is EDI?
To get the ball rolling, I asked our interviewees to dene EDI in
their own terms:
EDI is a standard in which two companies can exchange data
electronically, allowing both parties to transact business in a seamless
and ecient manner, says Christian Fordham, an EDI User and
director of business applications for New Sunshine, LLC.
According to Mike Gross, vice president of the EDI and supply
chain essentials group at Accellos, EDI is best dened as, a standard
language used to orchestrate business-to-business transaction
exchanges, such as moving inventory throughout a supply chain
network, invoicing and payment reconciliation, healthcare claims
processing, etc.
Rounding out the message, Dennis Bruce, director of business
development for Data Masons Software, says EDI is, the ability for
a company to transact business electronically with other businesses
using standards-based messages.
Unfamiliar Territory
Often times when Im talking with people regarding EDI, I try to
gure out why theyre interested, says Dennis. Many are doing it
because their customers are forcing them; others want to do it for
the benets that come from that electronic relationship and process
automation.
As Dennis said, adoption is often driven by mandates within an
industry, says Mike. If a User is not familiar with EDI, well explain
the multiple methods and options available for managing EDI.
EDI is a functional process that overlaps multiple disciplines, and
its important that Users understand how to interpret compliance
requirements and the business processes that EDI can automate.
Christian agrees with both Dennis and Mike, sharing that he
receives questions from colleagues within his own organization about
EDI
B
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D
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CHRISTIAN FORDHAM DENNIS BRUCE MIKE GROSS
16
|
AXUG Magazine
whether or not EDI can help them with one business need or another.
Many people dont have an understanding of what EDI is or what
it can do, as well as what it cant do, says Christian. Once we get into
a discussion and really dig into requirements to get a feel for why
they want to use EDI, Im able to provide some direction as to what
the best options and tools might be to make life a little bit easier. For
example, if we have one small customer buying only a few products,
it doesnt make sense to start EDI with that customer.
Who is a Good Candidate for an EDI
Solution?
One of the most important things to understand is that EDI is not
one-sided.
In discussions Ive had with fellow Users, I try to get an
understanding of whether they have a current EDI presence or if
theyre just throwing out an idea, hoping it will provide a solution
for them, says Christian. EDI is not a one-sided deal. Both the User
and the organizations theyre working with need to be set up to give
and receive information. Once I know where they stand with EDI, Im
better able to help them gure out a solution.
For Mike, a good candidate can also be dened by the number of
transactions they exchange with business partners each week and
how much time is spent manually processing those transactions.
If somebody is evaluating EDI as an initiative for their organization,
an essential step is to review the supply chain network that is engaged
with the delivery of inventory or services to customers. Tey should
also review their order to cash and procure to pay processes to identify
areas that can be automated, says Mike. If the organization is doing
100 or more transactions a week, thats a lot of manual work and
room for error. EDI minimizes the potential for mistakes and down-
line supply disruptions, lowers PO processing costs, and tightens
up processes so as change occurs, the change is handled through a
system-iterated process rather than phone calls and emails.
Mike also shares that EDI capabilities can elevate your positioning
with potential new business partners that prefer or mandate EDI as a
method of exchanging business transactions.
Nobody will ever tell you that entering data is a core competency
for their business, and data entry is one of the main reasons why
people enter an EDI discussion, says Dennis. If youre looking to
increase your business but want to do it in a fashion that doesnt
require you to increase headcount, then EDI may make sense for you
as it gives you the ability to transact with any company whether
thats a customer, vendor, third-party logistics provider, or carrier
24/7 without increasing headcount as the accuracy and speed of
how you process transactions improves immensely over your teams
manual data entry capabilities.
Putting Your Best Foot Forward
As with anything, there are best practices associated with EDI that
can help an organization nd a greater level of success.
Success with EDI starts at the foundation, during the conguration,
says Christian. As you bring in an information trading partner, its
critical that both parties have a good, rm understanding of the
transactions theyll conduct and that during the project a high level
of testing has occurred all the way through the system, including the
exchange of EDI documentation. Tis is critical.
Another thing that was key for us in our business is that we have a
person in an EDI coordinator role whose responsibility is to monitor
the EDI transactions that occur each day, checking for errors and
making sure transactions are completed successfully, continues
Christian. Sometimes a partner will send awkward item numbers
or documents will get stuck. Its key to have somebody monitor the
system to catch things that are outside the norm. A company that
doesnt have something like this in place is probably causing problems
that they dont know about.
Tose are great thoughts from Christian, says Mike. In general,
we try to provide the recommendation for Users to automate their
workows so that you can manage by exception, just responding
when a true exception has occurred that requires attention from a
business User.
If you think about manufacturers and distributors selling into
large companies across the globe, there are numerous compliance
requirements, and a lot of companies dont have the resources
to have one person own compliance, so its a shared function,
continues Mike. Another best practice is to ensure your organization
understands your trading partners compliance requirements
and builds discipline within your organization and processes to
minimize non-conformance to requirements as non-conformance
can introduce signicant chargebacks, disruptions, and damaged
scorecard performance with key accounts.
Mike is correct; managing by exception is a big deal, says Dennis.
Being in a position where you have a fully automated EDI solution
and are able to manage by exception, receiving notications when
things are processed, properly or improperly, is key.
A nal best practice I would share is to set up audit reports for
specic transactions or trading partners. Tese types of reports can
strengthen a managing by exception process by delivering intelligent
and timely notications that help you stay up-to-date with the
information you need to run your business eciently.
The Future of EDI
EDI is, in reality, a format for what electronic documents look like,
says Dennis. Tere are other formats out there now. For example,
Europe uses a lot of XML and ASCII formatted documents, and they
want those documents formatted to t within an EDI solution, so that
change of accepting and translating dierent document types with
EDI solutions is becoming an industry requirement.
One trend that has driven signicant change is the emergence
of multi- or Omni-channel fulllment, meaning that consumers are
dictating how products are supplied to them and their customers. Tis
means that manufacturers and distributors will have to deal with new
EDI and fulllment requirements to ship individual packages directly
to consumers, says Mike. Te biggest fundamental change in the
industry will be a continued shift towards cloud-based technology,
which moves management of data communication, translation, and
compliance validation to a hosted service versus on-premise model.
I agree with Mike, concludes Christian. I dont see much out
there to replace how were currently doing business. EDI is there, it
works, and it works well. Managing the exceptions in that process
makes it fairly simple. AXUG
Winter 2014
|
17
P
ower View is a great tool for creating dashboards and analytics
for Microsoft Dynamics AX; you can easily embed it into Role
Centers to create summary dashboards, you can use it to drill into
oending statistics that you notice, and you can easily create new
dashboards using the new Analyze button in Microsoft Dynamics
AX 2012 R2. But what would be even better would be having context-
sensitive dashboards built into the actual master data forms. You
would then be able to see statistics and trends against the data that
you are focused on. Fortunately, that is not very hard to do.
In this example, we will show how you can easily create a new
dashboard through Power View and then embed it within the
Microsoft Dynamics AX forms to display just the statistics that you
are looking for.
Creating a Customer Summary
Dashboard
Te rst step in the process is to create a new Power View
Dashboard that you will embed into your master forms. Once you
have done this, you can continue to tweak the view later on and not
have to do any further coding.
How to do it...
To build a simple Customer analysis dashboard, follow these steps:
Start o by nding your Power View Data Sources and creating
a new reporting canvas. In this example, we will use the Sales
cube as our data source.
Embedding Power View Dashboards
within Microsoft Dynamics AX Forms
by Murray Fife
Build your dashboard from the available dimensions and measures
in the cube. We just summarized the sales by date period and
also listed out all of the products that the Customers have bought.
Note: Dont put any lters on this form. We will apply lters in
the code later on.
Once you have nished building the dashboard, select the Save As
option from the File menu. When the Save As dialog box shows up,
give your new dashboard a name and then click the Save button.



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AXUG Magazine
How it works...
Now if you return to the Power View reports library, you will see
the new report that you just created.
If you open it, then you will see your report in view mode.

Embedding the Dashboard into the
Customer Form
Once you have designed your dashboard, it is time to add it to your
forms. Tis will allow you to browse through the records and see
statistics alongside the original eld data in Microsoft Dynamics AX.
Getting Ready
In this example, we will extend out the CustTable form, which
normally looks like this:
How to do it...
To add the Power View dashboard to a form in Microsoft Dynamics
AX, follow these steps:
Open up the AOT and create a new project for the change. Ten
copy the CustTable form over to the new project.
Expand the form denition until you are able to access all of the
UpperGroup set of controls which houses the denition for the
main form layout.


Winter 2014
|
19
Right-click on the UpperGroup form and from the New Control
sub menu, select the Group item. Rename the group, and then
set the Width to 600 and the Height to 512. We do this so that
you can see the dashboard when it is displayed on the form; the
default sizing for the control is a little narrow.
Ten right-click on the new group that you added and select the
ActiveX option from the New Control sub menu. When the
ActiveX browser is displayed, nd the Microsoft Web Browser
control and add it to the group.
Give your new ActiveX control a more appropriate name, and
also set the Width to Column Width, and the Height to Column
Height so that it lls the container.

Now open up the Methods at the parent table level, and
right-click on the Methods group. Open up the Override
method sub-menu and select the activate method. When
the method editor opens up, add the following lines of code.
Note: In the second line of the url variable denition, note the
name of the report. Tis needs to match the name of the report
that you created in the prior section.
If you save the project and then open up the Customer form, you
will see the Power View dashboard is now shown.


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AXUG Magazine
Unfortunately, this allows the User to edit the form. To x that,
update the code to include a couple more qualiers.
Now when you open up the form, you will just see the report.
Te nal step in the process it to add some lters to the
code so that it will only show the data that you selected.
Here is the complete code listing:

public void activate(boolean _active)
{
str url;

url =
"http://dynamicsax.contoso.com/sites/DynamicsAx/_layouts/ReportServer/AdHocReportDesigner.aspx";
url = url + "?RelativeReportUrl=/sites/DynamicsAx/Power View Reports/CustomerSummaryDashboard.rdlx";
url = url + "&ViewMode=Presentation";
url = url + "&DefaultItemOpen=1";
url = url + "&Fit=True";
url = url + "&BackgroundColor=White";
url = url + "&AllowEditViewMode=False";
url = url + "&PreviewBar=False";
url = url + "&rf=[Company].[Company] eq '" + CustTable.dataAreaId + "'";
How it works...
Now when the dashboard is displayed, it will only show the
information that relates to the current record.
How cool is that!
Summary
Tis was just a quick example of how you could create a Power
View report and then embed it into the Microsoft Dynamics AX
forms.
Tis is not the only place that you could do this though. If you
wanted, you could create dashboards for:
Inventory statistics and embed them within the products forms
Vendor scorecards and include them in the vendor records to
help with negotiations
Project status reports to help the project managers
Employee performance
Tis is a simple change to make, so give it a go. AXUG
Murray Fife is a Microsoft Dynamics AX MVP, a presenter, an author,
AXUG Premium Partner, and solution architect at I.B.I.S. Inc with
more than 18 years of experience in the software industry. Unable to
completely kick the habit of being a developer, countless prototypes have
started their life on Murrays desktop, only to be turned into standard
products and oerings. Te projects that are too visionary (a.k.a. too
out there) usually live on through his personal blog site (A Tinkerers
Notebook - www.atinkerersnotebook.com) or his SlideShare account
(www.slideshare.net/murrayfe/presentations) waiting for others to
discover them. He can be reached at Murray@murrayfe.me or 770-
324-3862.
Winter 2014
|
21
AXUG: Walk us through what your team has
developed for Microsoft Dynamics AX 2012 R3.
Chandramouli Venkatesh (CV): Te biggest
feature we added is Master Data Management,
which has been a long-standing ask from
Customers and the eld. Id say this is the single
biggest feature addition in R3 by my team.
We also worked on performance improvements,
including specic advancements and improvements
to X++ compiler, which has been a huge pain point
for ISVs and Partners in particular.
AXUG: Youve been in program management
for quite a few years. What do you like best
about that role as it applies to the business
applications Microsoft develops?
CV: Business applications are a really motivating
and inspiring way to see how our solutions address
real business problems and have an impact on our
Customers bottom lines. Its very gratifying to see
that play out.
As a program manager, the touchpoint we have
with Customers, Partners, ISVs, and AXUG is
eye-opening and educational. Every time I meet
a Customer or Partner, I walk away thinking that
theyre using the product in ways that we didnt
even think about. Its refreshing to get those insights
and put what weve learned back into the product to
make even more of an impact with future releases.
AXUG: Where do you get most of your product
feedback?
CV: Te Connect tool is the most concrete way, but
we receive input from informal channels as well,
as we take the feedback from casual conversations
and feed that information back to the product
teamso much so that some Customers are
friends with me on Facebook!
AXUG: Now thats a friendly relationship!
I imagine you also have a regular cadence
of receiving feedback from the Technology
Advancement Program (TAP)?
CV: Yes; we also have the Customer Advisory Council
that we meet with regularly to gather feedback and
bounce ideas o of, which ultimately leads to them
helping to shape the future of the product.
Tese meetings are frequent enough to enable
getting updates often, but not so often that we
annoy the Customers that are helping us.
Another thing with the advisory council is that
we include a bunch of dierent Customers, from
business size to industry to geography, to get a
diverse number of viewpoints.
AXUG: You previously mentioned that youve
engaged with Users during AXUG events. We
love to hear that. How has that involvement
helped connect you with Users?
CV: Its a very structured way to hear the Customers
voice. Its also a benecial way for Users to get
information and voice opinions, rather than looking
on the web for random feedback where they could
walk away not nding the answer they need.
Teres also so much innovation in the User
world, and this User group model allows innovation
to ourish. Te more creative the product usage,
the better.
AXUG: On that creativity note, Microsoft Dynamics
AX was previously known for customizations, but
the last couple of releases seem to have focused on
more out-of-the-box functionality. Can we expect
that with Microsoft Dynamics AX 2012 R3 and
future releases as well?
CV: We see a continuing trend towards enabling
more standardization in the product. Tis is purely
a reaction to the market and industry moving
towards more and more ready-made solutions
where people dont want to start from scratch.
Its the right thing to do as technology evolves
and is in line with what we want the base product
to be, so were investing more in the product to
enhance that out-of-the-box functionality.
Tat said, we will not take away the power to
customize as thats one of the biggest traits of Microsoft
Dynamics AX, but if theres less need to customize,
then thats a good thing. Less time implementing, less
time upgrading. Tats good news overall.
AXUG: Is there anything else youd like to share
with our readers?
CV: Keep the feedback coming as were absolutely
listening. Sometimes Users might feel like theyre
not getting individual responses, but thats due
purely to the volume we receive, so were not
always able to extend a personal response.
Te Connect tool is the most ocial way
to provide feedback, but there is also AXUG
Collaborate, LinkedIn forums (which I check
often), and other avenues. Use all the avenues you
can, except maybe not Facebook. My aunts and
friends might not know what youre talking about
if you start to ask questions about X++. AXUG
Chandramouli Venkatesh,
principal group program manager
microsoft member showcase
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Chandramouli CV
Venkatesh is no rookie
when it comes to
development group
management at Microsoft.
In his 19 years with the
company, CV has worked
with the Exchange,
Windows Security,
Indigo, Bing, and
Microsoft Dynamics
groups, serving as the
group program manager
for server, services and
integration, and X++
programming language
for Microsoft Dynamics
AX for the last several
years. AXUG

sat down
with CV to talk about
his teams contributions
to Microsoft Dynamics
AX 2012 R3, what
he likes most about
working with business
applications, and how his
team incorporates User
feedback into their work.
22 |
AXUG Magazine
Something caught their attention at
AXUG Summit 2013. What do you
think it was?

What would you name this photo?
Simply email your submission to
Captioncontest@AXUG.com. Te
winning submission will be printed
in the magazines next issue.
Congratulations!
Congrats to ZAHEER POTTAYIL from
UNITED CONVEYOR CORPORATION
for his winning submission, Do you think
that BlackBerry will make it to the next
Summit? Zaheer your prize is in the
mail!
NAME THAT PHOTO CONTEST
Winter 2014
|
23
D
isplay Pack is a packager that has a niche market in advertising. Chances are if youve
purchased a mobile phone or accessory in the last couple of years, youve held their
product before youve held your new phone.
Over the past 47 years, the family-owned company grew from a one-stall garage to a
ve-story, 460,000-square-foot building plus two additional facilities, creating solutions
that have earned them numerous AmeriStar awards for packaging.
Display Pack implemented Microsoft Dynamics AX 2009 in January 2011 to help them bring their
spreadsheets and disparate data into a single system. In addition to Microsoft Dynamics AX, the company
leans on RF-SMART to control their shop oor from handheld devices, automating their manufacturing
environment and keeping their team on the warehouse oor to enter data instead of in their oces.
We caught up with Holly Coppock, IS manager, and Nate Briggs, logistics manager, of Display Pack to
learn more about how the technology and mobility have moved their business forward over the last couple
of years, as well as hearing their advice on how the combination can help other Users move forward as well.
A Team of Experts
Before the implementation of the handheld devices, Display Packs warehouse team learned how to use
Microsoft Dynamics AX, something that Holly and Nate say was instrumental to their success with both
Microsoft Dynamics AX and the handheld devices interface. As Nate says, We now have a team of experts
instead of a team of Users.
Te data gathered from these systems has helped us understand our movements more clearly and put
the warehouse together in a practical sense. Its also really helped with labor as well, as weve been able to
break down overtime due to poor process control, continues Nate. Were getting tighter and tighter and
starting to see the gains.
From a back oce perspective, Hollys team has experienced a seamless integration between the
handheld devices and Microsoft Dynamics AX.
Nates really great to work with as hes very specic with his needs, says Holly. As long as we have the
information in the system, were able to compile the reports and data he needs. We really dont have to
spend a lot of time supporting him and the warehouse, which makes our jobs rather fun and easy.
Nate is quick to compliment Holly and her team as well, sharing, Holly does a fantastic job of putting it
together so I can actually use it, shares Nate.
pushes the
ENVELOPE
HOLLY COPPOCK
NATE BRIGGS
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AXUG Magazine
Always Moving
Tongue in cheek, Display Pack has the mantra of God, family,
and ERP. This mantra holds up as the team continues to look
towards the next big thing, whether thats a search for new
hardware that will bring more control to the floor or re-evaluating
workflows to make sure theyre as efficient as possible.
Display Pack was built on being progressive and always moving,
and we continue to push for ROI in everything we do, says Nate.
Were interested in getting into tablets, but we own the scanners, and
its hard to justify replacing a $4,500 device when its still working.
When the devices are retired, the team plans to replace them with
mobile devices.
Weve been looking at a motion tablet that can run Microsoft
Dynamics AX and RF-SMART, continues Nate. Its a great tool, a
way of the future. Our receiving guy has taken ownership of it and has
really embraced the tool.
Were also looking at setting up our workows so that in two
years we can streamline our operations and remove clerical support,
meaning that POs would go up to accounting from the oor, and our
shipping paperwork would be completed electronically, says Nate.
Have Faith
Te Display Pack team nds it hard to envision life without the
implementation they have today.
There is absolutely nothing we cant do, says Nate. Sure, there
are things that cost money so we cant just do them, but we can
do anything with the system to let our people do what they need
to do.
Tat feeling is bittersweet as like many other companies, Display
Pack had to cut their workforce substantially in 2008, due to the
economic depression.
We cut our sta in half back then, but were ramping back up
without having to add as much sta, says Holly. Now in better
times, were able to maintain our workloads without increasing the
workforce at the same rate.
With an eye on the future, Nate shares advice that resonates across
industries and implementations.
Have faith in your process. Understand it and be willing to listen
to your people and their feedback, shares Nate. Dont be satised
with whats coming out of the box. Challenge the norm and keep
pushing the envelope. AXUG
feature
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5
MINUTES
VOLUNTEER
My favorite blog is
I have been following a variety of
maker blogs. The most interesting
projects are the Rube Goldberg
machines because they exist just
for fun.

On my desk right now are
Various equipment we are testing,
contracts, invoices, and a full cup
of coffee.

My three goals for 2014 are
1. Complete some improvements to my house.
2. Spend more time outside.
3. Study conversational Chinese.

When Im not at work
I volunteer at my sons school, primarily to help the faculty bring
appropriate technology into the classroom to excite the students
interests in learning.

The best advice I ever received was
It is okay to ask for help.
WITH AXUGS
AXUG

has selected Tom Dockstader as our

Volunteer of the Quarter. Congratulations, Tom!
Tom is the IT manager for Kurt J. Lesker Company
and is a longtime AXUG Member. He has helped
out in a variety of roles this past year, from leading
sessions at Convergence and AXUG Summit to
assisting the Ohio Regional Chapter, even though
he lives in Pittsburgh! Tom has given a lot to AXUG
in 2013, and his dedication and willingness to
pitch in wherever needed are greatly appreciated.
OF THE QUARTER
Winter 2014
|
25
A
common tool for any accountant is Microsoft Excel; its used
everywhere to complete a variety of tasks including budgets and
year-end nancial forecasts. Such was the case at International Dairy
Queen, Inc. based in Minneapolis, Minnesota.
In the past, 12-month budgets were prepared in Excel by department
heads for each cost center for each company. Each company/cost
center combination was a separate Excel le. Te Excel les were
submitted to the accounting team for review. After each proposed
budget was approved by accounting, all of the individual Excel les
were submitted to the information services team, who then uploaded
each spreadsheet into the budgeting software. Accounting would
run 12-month rollup and consolidation budget reports for upper
management review. As upper management changes were mandated,
the process was repeated until the nal budget was arrived at.
Te process for preparing monthly, year-end nancial forecasts
was a more cumbersome process because year-end forecasts were
prepared for September, October, November, and December and
were prepared entirely using Excel. Beginning in mid-September,
each department head would prepare a year-end forecast for their
respective area(s) using Excel. Each forecast was submitted to
the accounting team who would then manually create rollup and
consolidated forecast reports using Excel. Te entire process was
repeated for the months of October, November, and December.
Today, the process of preparing budgets and year-end forecasts
at IDQ is streamlined considerably using Microsoft Forecaster,
Microsoft FRx, and Microsoft FRx Webport. Te process is handled
completely by accounting without the assistance of information
services. Department heads and end Users key their budgets and
year-end forecasts directly into Microsoft Forecaster via Microsoft
Forecaster Web Access.
Trough the use of input sets in Microsoft Forecaster, inputting
12-month budgets and year-end forecasts has the look and feel for
the end User as if they were inputting into Excel.
For budget input, rst a Microsoft Forecaster administrator
denes budget accounting periods, including a year-to-date total
period. Next, line sets are created with all of the revenue and expense
accounts to be budgeted for. Column sets are created by combining
the 12 budget periods for the year and the year-to-date total period.
Te administrator creates budget input sets by assigning the line set
and the budget column set to
the input set. Line set overrides
on the input set allow for some
cost centers, as dened by
IDQ, to see a shortened list of
accounts to budget for.
Rollup and consolidation
rollup structures are dened in
Microsoft Forecaster, allowing
for rollup and consolidated
12-month budget reports to
be generated in Microsoft
Forecaster at any time.
Microsoft Forecaster reports
are created by combining
the same line set and column set used in the input set. Currency
conversion rates are input into Microsoft Forecaster, allowing for top-
consolidation budget reports to be generated across multi-currency
companies. When running reports for a rollup cost center and/or a
consolidation company, Microsoft Forecaster allows the end User the
ability to drill down to the detail level to see what components make
up the consolidated numbers.
Streamlining Budgeting and
Forecasting with Microsoft
Forecaster and Microsoft FRx
by Gary Novak
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TIPS & TRICKS
Through the use of input sets in Microsoft
Forecaster, inputting 12-month budgets and
year-end forecasts has the look and feel for the
end User as if they were inputting into Excel.
26
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AXUG Magazine
When the nal budget is approved by upper management,
12-month budget reports, by cost center, are generated by accounting
using Microsoft FRx and the IDQ rollup reporting hierarchy dened
within Microsoft FRx. Rather than printing budget reports and
distributing these reports to the respective department heads,
budget reports are pushed out to the Microsoft FRx Webport where
department heads can view their budgets online.
Setting up Microsoft Forecaster for budget input is a fairly
straightforward process. However, setting up Microsoft Forecaster
for year-end forecasting takes more thought and eort.
At IDQ, Users are presented with a pre-populated forecast input
set. Users see actuals numbers for all closed periods and their budget
numbers for the remaining open periods in the calendar year to
formulate their year-end forecast. Actuals are locked down and are
not editable by the User. Users are able to adjust their budget/forecast
numbers to prepare their year-end forecast.
To accomplish this in Microsoft Forecaster, rst current-year
actuals periods and forecast periods are dened. A forecast column
set is then created by assigning to it both the current-year actuals
periods and forecast periods. Next, a forecast input set is created by
assigning to it a line set with all of the revenue and expense accounts
and the forecast column set. Be sure to lock the actuals periods on
the input set. Tis is what prevents Users from editing the actuals.
Current-year actuals are imported into Microsoft Forecaster, and the
current-year budget is copied to the forecast input set, being sure the
budget is copied to the forecast periods.
On the column set, check the hide check box to hide actuals periods
that are still open where actuals numbers have not been imported. Also,
hide forecast periods where actuals exist. By hiding and unhiding
columns in the column set, you can always display 12 months at a time to
the User. A 12-month YTD forecast column can be added to the column
set by creating a year-to-date forecast total period using a formula to
sum up the appropriate actual periods and appropriate forecast periods.
As months close, you import actuals for the closed month, followed
by unhiding that months actual numbers and hiding that months
forecast numbers in the column set and adjusting the year-to-date
forecast total period. Te previously entered forecast numbers for the
remaining open months remain in the system and are available to the
Users for updating as more information about the future becomes
available. Tere is no need for the User to start over to prepare each
months year-end forecast.
Rollup and consolidation reports can be generated in Microsoft
Forecaster using the same column set and line set. Appropriate actual
periods and forecast periods will display and total up to a year-to-date
total. Currency conversion rates are input into Microsoft Forecaster,
allowing for top-consolidation forecast reports to be generated across
multi-currency companies.
Forecast reports at IDQ are generated by accounting using
Microsoft FRx and the IDQ rollup reporting hierarchy dened within
Microsoft FRx. Microsoft Forecast reports are also pushed out to
the Microsoft FRx Webport where department heads can view their
year-end forecasts online.
Using Microsoft Forecaster, Microsoft FRx, and Microsoft FRx
Webport in combination have greatly streamlined the budget and
forecast processes at IDQ. AXUG
Gary Novak is senior business analyst at International Dairy Queen,
Inc. He can be reached at Gary.novak@idq.com or 952-830-0355.
W
hen viewing any Microsoft Dynamics AX report, hit the U key
on the keyboard to increase the size so that it can be more easily
read.Hit the D key to decrease the size. Additionally, right-click on the
Item Number and select Item Details (forms) to go back into Item Master
in Microsoft Dynamics AX and bring up the item in question. AXUG
Daniel Walter is production planning manager at Australian Gold. He
can be reached at Dwalter@australiangold.com.
More Readable
Reports
by Daniel Walter
Winter 2014
|
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Congratulations to our Fall 2013 contest
winner, Jason Valentine from
AMTROL Inc.! Jason found the logo on
page 16 of the Fall 2013
issue of AXUG

Magazine. Lets play

again. Hidden somewhere between the
covers of this magazine is our AXUG logo.
Can you nd it?
While our logo shows up throughout
the magazine in conventional spots, its
hidden in only one place.

When youve found it, send an email to
Logocontest@AXUG.com with
an explanation of where and on what
page its at. Well choose a winner at
random and will highlight him/her
in the next issue of the magazine.
16 AXUG Magazine
C O N T E S T
logo
nd the
28
|
AXUG Magazine
industry showcase
Oil and Gas:
Digging Deep to Keep
the World Running
F
ocusing on innovation, sustainability, and safety, these
AXUG Premium Members keep the world
running with their provisions of oil and gas.
Tink of them (kindly) next time youre
lling your tank.
HELMERICH &
PAYNE, INC.
Tulsa, Oklahoma
H&P is primarily engaged
in contract drilling of
oil and gas wells for
exploration and production
companies. Te contract
drilling business accounts
for almost all of H&Ps
operating revenues, making
it one of the major land and
oshore platform drilling
contractors in the world.
AUX SABLE
Channahon, Illinois and
Calgary, Alberta
Since the start of their
United States operations in
December 2000, Aux Sable
has processed more than
six trillion cubic feet of gas
and has produced more
than 10 billion gallons of
specication natural gas
liquids (NGL) products.
ENSIGN ENERGY
SERVICES INC.
Calgary, Alberta
Ensign is a leading
provider of oileld
solutions in many of the
worlds most prolic and
growing crude oil and
natural gas regions. Te
company has developed
an automated drill rig that
moves two to three times
faster than conventional
rigs, reducing well
development time by 25
percent or more.
COUNTRYMARK
Indianapolis, Indiana
CountryMark is an
American-owned oil
exploration, production,
rening, and marketing
company. Te companys
transportation fuels and
lubricants are sold through
a distribution channel of
member cooperatives that
operate more than 180 fuel
delivery routes and are
responsible for more than
100 CountryMark branded
fueling stations.
SECURE ENERGY
SERVICES
Calgary, Alberta
Our specialized services
ensure oil and gas
producers are set up for
success in an increasingly
cost-competitive and
environmentally-stringent
industry. We oer services
for the treatment and
handling of crude oil and
byproducts, engineered
uids for drilling and
completions, and
additional support services
throughout the process.
FRAC TECH
SERVICES, LLC.
Cisco and Houston, Texas
FTS International is a
provider of well completion
services, including pressure
pumping, wireline and
pressure control, and water
management. A focus on
safety rst pegs Frac Techs
OSHA incident rate at 65
percent lower than their
industry peer group.
Winter 2014
|
29
With TARGITs BI & Analytics for AX
Everyone in your organization sees and shares the same goals
and objectives. No more static reports, but dynamic analyses that
keeps you up-to-speed. TARGIT is the worlds largest BI vendor
for MS Dynamics AX.
www.targit.com
Zoom in
on your
objectives
T
he wake of September 11, 2001, wasnt
an ideal time to start a company,
but for six individuals who left
a large public organization and
wanted something small that valued
employee, Customer, and Partner satisfaction, it
was a perfect time.
We gured that if we put an emphasis on those
principles and invested in employees as our greatest
asset, everything else would take care of itself, says
Kevin Paul, vice president of Blue Horseshoe.
Blue Horseshoe chose to focus on supply
chain for the midmarket, an area of business that
generally continued with their investment strategies
and schedules even in tough economic times.
We chose to develop solutions for Microsoft
Dynamics AX in 2005 because it lined up nicely
with the Customers and industries we were
selling to and the expertise we were building,
says Kevin. It also oered us an open system feel
with development, with huge white space around
warehousing and transportation, which met our
desire to focus on highly distributed markets.
Fast forward 12 years, and Blue Horseshoe has
gone from six to 150 people, grown a consultative
management practice, and kept its employee
turnover to less than 10 percent. Te company
has also expanded its footprint into the retail,
beverage, and consumer packaged goods industries
while continuing to hone its warehousing and
transportation solution.
We felt that if we embedded that solution in
Microsoft Dynamics AX and built it in layers, we
could not only show the benet and virtues of
what we wrote, but also do it in a manner that was
very cost justied, says Kevin. In doing so, Users
quickly adopted the solution with great fervor and
vigor because they saw the virtues of it.
Te greatest barrier to midmarket
organizations purchasing Microsoft Dynamics AX
is getting them up and running quickly, continues
Kevin. We can call it an investment all day long,
but Users call it an expense and want to make sure
theyre getting a return and deploying quickly.
Blue Horseshoe earned kudos and references
by taking 18- to 20-month deployments and
reducing them to six. Te fruits of their labor
were fully realized when Microsoft extended
an OEM for its warehouse and transportation
solution in July 2013.
Tis happened quickly and was perpetuated
because our Customers went to User group
activities and talked about their experiences, says
Kevin. Teir stories of being up and running and
getting to work quickly are why Microsoft pursued
the acquisition.
Tat User group collaboration bringing
together intelligent, successful organizations to
create a productive environment is at the heart
of when good things happen.
Its about making sure people can collaborate
and interact while also being in a position to
not only just hear the issues, but also promote
the excitement, says Kevin. Where you win is
where youve made an impact and taken care of
something that a Partner hasnt been able to do
before or become much better at it so a User can
begin to explore other areas of their business.
Tis environment sets the Microsoft Dynamics
AX and AXUG communities apart from others.
Tis is a younger, more progressive, and higher-
growth oriented community, says Kevin. Te thing
that excites me the most is that its very collaborative,
with a VAR- and ISV-driven marketplace that
Microsoft is then able to introduce, absorb, and
apply in a mass market sort of way.
Tese are companies that can grow; theyre the
ones that I want to go and work with, continues
Kevin. Teyre the ones that are investing and
see every dollar spent as something that will make
them better. Success begets success, and thats
been our target. AXUG
Read more about
the OEM agreement
between Blue
Horseshoe and
Microsoft at
http://tinyurl.com/
lnvah4a.
Kevin Paul,
vice president of
Blue Horseshoe
var partner member showcase
G

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32
|
AXUG Magazine
INBOUND TIPS TO TURBOCHARGE
Receiving
Receiving is the process of conrming that you received what
you ordered from the vendor or supplier. Does the product
received match the purchase order? Te main receiving priority
is to validate that you have received the exact order and move
the incoming goods whether they are on or in pallets, cartons,
totes, boxes, or something else as quickly as possible from the
incoming trucks or cars to the storage, staging, or shipping areas in
your distribution center (DC). Every stop, every move, and every
use of a temporary staging area requires space and time. Te more
you touch or handle product in any way, the more opportunity you
have for product damage, diculty in locating stock, and errors.
By default you also have increased labor, inventory, and other costs.
When a typical DC receives, counts, and inspects thousands
of items from hundreds of vendors whose own pick/pack/
ship practices are all dierent, receiving can be one of the most
complicated DC processes. Any errors in this phase will have a
ripple eect that can impact all other areas in the DC. In addition
to the physical process impacts, data from receiving determines
when and how vendors are paid (directly impacting cash ow),
potential rework costs, and incorrect inventory exposure. Picking
and outbound process eciencies start with receiving. Receiving
best practices means moving items to their next location with as
few touches and as little labor as possible.
Good receiving also starts with good labeling, both with vendor
labels and those used to map to internal inventory systems and
locations. Depending on the warehouse management system
(WMS) receiving module, typical pallet labels (generally applied
at the receiving station) would likely include:
Shipper/supplier information (company name, vendor number)
P.O. number, receipt date, lot codes, date codes
Pallet and/or case level quantity
Product (SKU) number and description
Pallet, case, each unit level ID
TI x HI information
Track and traceability information
In many receiving operations, portable printers can enhance
pallet labeling productivity and accuracy by eliminating travel
and ensuring the right label is applied to the goods received in
real-time. An eective receiving system also includes a well-
labeled facility. All storage and staging areas such as aisles, slots,
rack bays, shelves, and put-to-store oor locations through to the
shipping dock doors are likely to be labeled with large, easy-to-
read (both human readable and barcoded) location labels. Voice
picking processes also typically use randomly assigned two-
digit human-readable location ID check-digit labels. And larger
barcode license plate labels scannable from 30 to 50 feet are
recommended to identify high bay inventory locations.
Multiple industry studies conrm that paperless data
acquisition processes based on scanning, voice, and/or RFID
are the most accurate and error-free methods of receiving and
subsequent handling of goods. To maximize productivity and
accuracy of the entire operation, top DCs always begin with the
labeling process at receiving. While it may sound simplistic,
the rewards of reduced receiving errors are very high. WERC
studies show that receiving is an area where benchmarking and
performance measurement are particularly important.
Flow Through
Tis is a process that occurs when typically full pallets are
identied by their ASNs (advanced shipping notices) and
taken from receiving directly to a put location rather than
being put away into the general inventory locations. A ow
through put location is provided by the WMS for a given
order. Te put location can be at a shipping dock door or a
staging area for a specic customer order. If timed correctly
between receiving and shipping, a full pallet can be received,
reverse picked, and loaded directly into an outgoing truck with
reduced product handling. Tese pallets with high-velocity or
fast-moving goods are broken, and cases from the pallet are
put to a ow through location or into lines arranged in front
of dock doors where items are temporarily staged, then built
into new pallets for immediate shipping. Te remaining cases
that do not ow through from the received pallet are put away
into regular inventory. Flow through requires an inventory
transaction.
by Roger Resley, eNSYNC Solutions, Inc.
(Note: Tis excerpt is from a whitepaper written by eNSYNC Solutions,
Inc. and Intermec/Honeywell Corporation. Well feature more ware-
house tips in a future issue of AXUG Magazine.)
Best Practices Tips and Techniques for
Inbound Shipments by Area and Task
34
|
AXUG Magazine
YOUR WAREHOUSE
Flow through is a great process for many DCs because less is
always more less handling, fewer mistakes, less damage, etc.
Cross Docking
In its purest form, cross docking is the action of unloading
materials from an incoming trailer or container and
immediately loading these materials in outbound trailers,
thus eliminating the need for storage. Pure cross docking is
common in distribution centers, trucking depots and freight
consolidation points. Most cross docking applications in a DC
are closely aligned with ow through applications where the
operations require staging areas where inbound materials are
sorted, consolidated, and stored until the outbound shipment is
complete and ready to ship. True cross docking in a typical DC
environment requires extremely good management of receiving
and outbound timing and places a high degree of importance
on the WMS and shipping coordination to accomplish. Cross
docking does not involve an inventory transaction.
Put Away
Put away is the function of moving received goods from
receiving locations to inventory storage locations. In most
cases, the location for each item depends on its velocity.
High-velocity items (those that are fast movers rather than
slower movers) will be stored closer to the packing/loading
stations. However, there are many other process engineering
issues related to optimal put away location and can include
grouping similar items and locations into categories,
understanding dimensions, weight, unit of measure (eaches,
cases, pallets, etc.), temperature requirements, whether
it can be mixed with other items in a location, whether it
is rackable, max stack height, max quantity per location,
hazard classications, nished goods or raw material, etc.
It is also important to consider the size of an item and
item velocity required for each pick. For the smaller size,
fast-moving products establishing a compact high-density
storage area ensure fast picks due to reduced travel time.
Most WMS applications enhance the put away process
by including downstream activities in the logic and decision
process. For example, put away decisions include which
location to pick from, replenish from/to, and in what
sequence these events should occur and whether the put
away is system directed or User directed.
Following are some additional requirements that can
impact put away logic:
Location Sequence: Tis is the simplest logic; dene a
ow through the DC and assign a sequence number to
each location. In order picking, this is used to sequence
picks to ow eciently through the DC. Te put away
logic would look for the rst location in the sequence in
which the product would t.
Zone Logic: Breaking down storage locations into zones
can direct picking, put away, or replenishment to or from
specic areas of your DC. Since zone logic only designates
an area, combining this with cube and labor factors is
required to determine exact location within the zone.
Fixed Location: Logic uses predetermined xed
locations per item in picking, put away, and
replenishment. Fixed locations are most often used as
the primary picking location in piece pick and case-
pick operations; however, they can also be used for
secondary storage.
Flex Location: Flexible locations generally refer to
areas where products are not stored in designated xed
locations and may be temporarily stored. Like zone
logic, some additional logic is needed to determine
exact locations.
First-in-rst-out (FIFO): Directs picking from the
oldest inventory rst.
Last-in-rst-out (LIFO): Opposite of FIFO. Tis might
seem strange, but an example might be an operation that
distributes perishable goods domestically and overseas.
LIFO is for overseas customers (because of longer in-
transit times), and FIFO is for domestic customers.
Reserved Locations: Tis is used to predetermine
specic locations to put away to or pick from. An
application for reserved locations would be ow
through, put-to-store, and traditional cross-docking,
where an inbound shipment can be moved to specic
outbound staging locations or directly to an awaiting
outbound trailer. AXUG
Roger Resley is president/CEO of eNSYNC Solutions, Inc., the
authors of ScanWorkX for Microsoft Dynamics AX. As owner
and founder of eNSYNC Solutions, Rogers focus has been on
the design and development of mobile data collection product
extensions for ERP systems. Learn more about ScanWorkX at
www.ScanWorkX.com.
Winter 2014 |
35
F
ollowing is a recap of a four-part series that I think is useful to
almost anyone who wants to take advantage of some of the cool
features with Microsoft Dynamics AX 2012 R2 and Power BI.
Without a doubt, for each of the topics covered, there is plenty
of room for extended reach and depth of knowledge. While there
might be some value for certain people in such a deep journey of
understanding for each of the topics, the point would be lost of what
the goal really is.
Tat goal, my friend, is the enablement of quick consumption of
data assets. Tis is the real goal of any business intelligence story that
is to be crafted for a company: Owning the data, and turning that
data into a real asset that goes to work for companies. With this goal
in mind then, the following links provide a recap, with the goal of
quickly getting you up and running with Power View and showing
you how any cube can be the target for such personal BI artifacts:
Microsoft Dynamics AX 2012 R2 and Power View - Part I:
http://dynamics-ax.blogspot.com/2013/03/ax-2012-r2-and-
powerview-part-i.html
Microsoft Dynamics AX 2012 R2 and Power View - Part II
Extending: http://dynamics-ax.blogspot.com/2013/03/ax-2012-
r2-and-powerview-part-ii.html
Te Cube Behind the Power View - Part I Perspective: http://
dynamics-ax.blogspot.com/2013/04/the-cube-behind-power-
view-part-i.html
Te Cube Behind the Power View - Part II Create, Deploy, and
Process: http://dynamics-ax.blogspot.com/2013/04/the-cube-
behind-power-view-part-ii.html
Now having each of these reviewed, you should see how simple it
really is to empower yourself and your company or clients to truly start
embracing the full BI semantic model. When Microsoft Dynamics
AX is your system of record and acting as your main data mart, then
you have a great BI oering built right into the product. Tis is what
we refer to as Tier 1 BI for Microsoft Dynamics AX Customers,
meaning that nothing but the stack of Oce+SharePoint+SQL Server
(OSS) is used to craft a BI story for a company. Its very feasible, and
it does not take a deep understanding of the empowering, underlying
technologies to get started.
Te end result is less focus around what tool is used, and more
focus on the actual data. Too much focus at times is placed in the
ecosystem currently around specic tools and myths of removing
IT from the equation. Te goal is putting your data to work for you,
and then the tool comes into focus for the specic BI artifacts that are
needed to get the job done. AXUG
Brandon George is a Microsoft Dynamics AX MVP focused on delivering
value for his Customers and the community at large. Brandon is director
of business intelligence for AXUG Premium Partner Member, Sunrise
Technologies, Inc, and you can nd him on Twitter at DynamicsERP.
From Power View to
Cube and Back Again
by Brandon George
t t
&
TIPS & TRICKS
When Microsoft Dynamics
AX is your system of record
and acting as your main data
mart, then you have a great
BI offering built right into the
product.
36
|
AXUG Magazine
Congratulations to Michelle Overby from Kaba Ilco Corp. for winning the Fall 2013 Word Find.
Your prize is in the mail, Michelle! Below are 25 words that relate to the topics and theme in
this issue of AXUG

Magazine. These words can be found in the grid horizontally, vertically,
diagonally, backwards, and forwards. Submit your completed Word Find for a chance to win a
gift certicate; simply scan and email your entry to Wordnd@AXUG.com.
Academy
AXUG
Blue Horseshoe
Budgeting
Collaborate
Dashboard
Display Pack
EDI
Forecaster
FRx
Global Branch
Lyle Signs
Members
Microsoft
Networking
On Topic
Power View
Premium
Readable Reports
Regional Chapter
Summit
Supply Chain
TARGIT
Webinars
Wirtz Beverage
B H R O U T G L O N I A H C Y L P P U S Z R S Z S
D I S P L A Y P A C K U C G G L L E N G E S U V G
A D G F Y P O L O G I M T N C E E F R S O Y S C R
R R I J P P W L O G I S I S R E B M E M N I Q O H
E L W B A I B E P E Q K J C S O Q O W K T G X L L
G O N I D L C K B E R H S T R I N K R P O N A L C
I A A E R R H E E O J P T T A O U D B M P G R A C
O N L N V T T O W M L B R T N N S F R X I Y Y B O
N P C H T H Z T N A T A Z T I C B O Y N C D S O L
A P H Z C U E B Y T A T R O B S N A F T K J T R L
L B O T F N S P E N O Y L S E Z U J S T V S R A A
C G E W D N A N W V T B M C W G L M Q A Z C O T B
H I L N E C E R O J E E J E W X R F M R F F P E O
A Y Y Y K R P N B I G R R R D D E N T G S T E N R
P R L D W B V I B L T N A V X A Q W E I T P R S A
T I E O U E X I H E A A C G O O C C N T K Q E O T
E B S T C S M E E V T B Z B E R Z A X T N O L G E
R K I T S Z T M P W U H O I T Y X F V A O T B G I
I U G Q A A L R E D J L S L M U C M C Z I K A N G
V B N G I F C T G K E B O T G O X T W M L F D X E
J D S T D D U E Q D A S H B O A R D M Y E U A D R
J W C N Q P T G R E U P B U L I V U N C D O E K F
T F O S E I A M I O I O N U O B S A U O G I R D D
J U O J N L N U P C F B L U E H O R S H O E O Z E
D R A G B H S A D G Z U S M U I M E R P V O R V X
Winter 2014
|
37
T
ARGITs roots reach back to 1986
as a software company in Denmark.
Seeing a future in business analytics,
the company sold o much of the
business in 2000 to pursue that focus.
In 2012, TARGIT aptly targeted its business on
Microsoft Dynamics, providing Users with TARGIT
Decision Suite, a single integrated solution for
business intelligence (BI) and analytics, including
data discovery, dashboards, analytics, reports,
nancial statements, alerts, and notications, all
from one platform.
AXUG: What do Users like about TARGIT?
Ulrik Pedersen (UP): We receive very high
props in our Customer satisfaction surveys for
support and follow-through on projects. We have
an established department that works only with
existing Customers, so they know theyre taken
care of after the sale.
From a product perspective, they like that we oer
everything in one platform and that they dont have
to go to dierent products for reports or analysis.
We also truly have unsurpassed User friendliness
in our product. Every product today claims to be
User friendly, but were actually so much so that you
can just say a command, and TARGIT will show you
an analysis. Its kind of like Back to the Future, but
literally, you just ask for it, and the product will give it.
AXUG: Love that movie-like magic! Whats
coming out next for Users?
UP: We recently launched the mobile client for
Android, so we now cover iPhone and Android. In
mid-December, we released a service release that
includes a new reporting engine that caters to an
organizations nance department. Furthermore,
we have included a big performance-tuning
feature in this release that enables Customers
using Microsoft cubes as their data warehouse to
turbo-boost those cubes using a mix of in-memory
and advanced caching technology.
Tis gets a little technical, but basically, theyll
get whatever they ask for in an instant. Te
challenge with cubes is that they perform quickly,
on aggregated levels, but if you go to a transactional
detail level with millions of rows right o the bat,
a cube will never perform, no matter which tool
you put on top of it. We nally cracked the code so
that the TARGIT client and server engine will use
advanced caching and a proprietary in-memory
data storage to supplement the cubes and deliver
a lightning fast experience to the Users. If you do
a side-by-side comparison with TARGIT and any
other tool using Microsoft cubes, we perform
faster because of this architecture.
AXUG: You mentioned support of the Android
and iPhone platforms. How does the mobile
client dier from TARGITs desktop client?
UP: We have three levels of clients normal,
advanced, and developer and the mobile
experience is very similar to normal access on the
Windows or web client. Not all the developer tools
are on the mobile client, so you cant set up a new
dashboard or report, but you can use everything
else, including the slicing and dicing of analysis
and reports so you can answer those questions you
may have.
Whats really popular on the mobile client is that
you can receive push notications on things that
are crucial for you to be up to date on, for example,
if your inventory is running low.
Mobility has been a hype word for a long time,
but its just now being implemented and adopted
by Users.
AXUG: When youre talking with Users, what
type of questions come up most often with
regard to BI and analytics?
UP: Mobility is one for sure, but another is integration
of data how do they get budgets in, reporting across
Microsoft Dynamics CRM and Microsoft Dynamics
AX, and so on. Teres also a lot of talk about big data.
I think if you ask 10 people to dene big data today,
youll get 10 dierent denitions.
AXUG: How do you dene big data?
UP: Big data is the enormous amount of data
outside your organization that you cant control
and cant necessarily access.
We have some tools that help Users sample on
big data, meaning they could query on how they
rank on search engines compared to 10 named
competitors with dened search terms, and then
the tool will go out and nd the data thats relevant.
Tere are billions of searches made every day, and
if you know what youre looking for, we can pull
that information and look at the data.
We also have the ability to do similar searches
on social media platforms and search on dened
terms to see how a Users organization is being
talked about on those platforms. AXUG
isv partner member showcase
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COMPANY
TARGIT
INTERVIEWEE
Ulrik Pedersen, COO
WEBSITE
www.targit.com
HEADQUARTERS
Denmark
SUBSIDIARIES
Boston, Massachusetts
and Tampa, Florida
PHONE
813-933-4600
EMAIL
InfoUS@targit.com
ESTABLISHED
2000
AXUG

PARTNER
MEMBER SINCE
2006
38
|
AXUG Magazine
A
XUG Academy strives to
be the premier learning
destination for all Microsoft
Dynamics AX professionals.
Heres what some of your
fellow AXUG Members are saying about
the most recent AXUG Academy training
classes they took in Tampa, Florida, prior
to AXUG Summit 2013.

Understanding the
Microsoft Dynamics AX
2012 Data Model:
Instructor did an excellent job and
showed a true mastery of the topic.
Te instructor is great. He is an expert in
his eld.

Compliance for Techies:

Internal Control
Approaches for Code
Management:
Joris is articulate and comes across as
very knowledgeable on the subject. He
provided some good insight on the process.

Introduction to
Management Reporter:
Noah did a good job of covering the
material and tailoring it to the needs of the
class. He asked each one of us to state our
level of Microsoft Dynamics AX knowledge,
which really helped dene the pace of the
class. Derek acted as a troubleshooter to
keep students on track and to deal with
specic issues. Very good system! I learned
a lot.
We are very excited to continue to
bring you incredibly rich content in 2014,
content that is generated by listening to
you, our AXUG Members. If you have
recommendations or feedback as we plan
for the 2014 AXUG Academy lineup, please
contact us at Academy@AXUG.com. AXUG
learn
a c ade my cor ne r
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Winter 2014
|
39
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...with AXUG
Members
This quarter we
asked a few AXUG

Members about
how their supply
chain needs have
changed in the past
12 to 24 months.
Here are their
answers.
1
2
3
4
1 | Joe Villella
business analysis lead
Joe.villella@zurn.com
Zurn Industries, LLC
800 Users
Were growing globally and need to extend the
reach of our lean supply chain to accommodate that
expansion. Were also working to increase visibility to
potential (quoted) demand and incorporate that data
into procurement decisions while maintaining a lean
philosophy.
2 | Jay Omdahl
vice president - ERP
Fanatics
Jay@trustedadvisorserp.com
200+ Users
We moved to mobile and also increased the use of drop
ship vendors for highly specialized product fulllment.
3 | Terry Forshee
IT manager applications
CMC Group
Tforshee@cmcgp.com
230 Users
Te biggest change for us has been how we
communicate with our suppliers. Over the years, we
have exchanged purchase orders and invoices through
the postal service. We had to plan and allow for days
or weeks to pass in order to fulll an internal need. We
recently stopped sending and receiving faxes, which has
saved us time in our fullment, and for the past year, we
have primarily exchanged purchase orders and invoices
as email attachments. In the future, we hope to shorten
this time even further by utilizing EDI ordering straight
out of Microsoft Dynamics AX.
Another major change for us has been product
selection and pricing. Not too long ago, many
suppliers would send us their product catalog. As
suppliers have adapted to the Internet, the number
of catalogs we receive each year diminishes. Today,
most of our investigation and product analysis are
done online.
4 | Michael G. Ulicne
materials manager
Mulicne@sutphencorp.com
Sutphen Corporation
85 Users
Our supply base doesnt carry as much inventory as
they did prior to the recession, and we have to issue more
blanket purchase orders and do a better job forecasting
than in the past. We are also getting shorter lead times
from our customers, causing us to be designing special
options within suppliers lead times, making expedition a
necessity. AXUG
Winter 2014 |
41
469
930
1000
865
495
42
|
AXUG Magazine
Mark your calendar...

to meet us
in St. Louis!
The Week of October 13, 2014
AXUGsummit.com
Winter 2014
|
43
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The List MOBILE
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Table of Contents
Industry...................Page 46
Horizontal................Page 50
Services...................Page 57
The List from The Partner Channel is your tool for nding the solutions available from Microsoft Dynamics Partners. Review the various industry, horizontal, and
service oerings available and you may just nd exactly what youve been looking for! The List is unique in that it shares only those solutions and services that
work with the Microsoft Dynamics product line. We want you to spend time using the solution, not looking for it. If you have a product or service that you would
like included on The List, please contact Jane@thepartnerchannel.com.
NOTE: The Partner Channel and Dynamic Communities oers 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 classied 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!
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Hitachi Solutions America
http://us.dynamics.hitachi-solutions.com
888-254-7242
Hitachi Solutions America
Hitachi Solutions helps businesses
complete with the largest global en-
terprises by delivering proven business
and IT strategies using powerful and
easy to use industry solutions based
on Microsoft Dynamics AX and CRM .
Consumer Packaged
Goods
Accellos, Inc.
http://www.accellos.com 719-433-7000
Accellos/vSync EDI
EDI and supply chain compliance solu-
tions for Microsoft Dynamics.
Business Systems Integrators

http://www.BusinessSysInteg.com
866-871-2097
EDI
BSI provides superior EDI solutions
for AX & GP, both on-premise & SaaS.

Data Masons Software

http://www.datamasons.com 866-575-1631
Vantage Point EDI for
Dynamics
Data Masons helps companies lever-
age EDI into a competitive advantage
by providing tight integration with
Dynamics, without customizations.
Demand Solutions
http://www.demandsolutions.com
800-886-3737
Demand Solutions
Demand Solutions oers aordable,
easy-to-use tools for manufacturers
and distributors who want to increase
forecast accuracy, improve customer
service levels and reduce overall inven-
tory to maximize prots.
Flintfox International Limited

http://www.intfox.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
http://www.highjump.com/truecommerce
888-205-1531 ext. 1
HighJump TrueCommerce
EDI Solutions
HighJump TrueCommerce EDI makes
EDI painless with an end-to-end solution
that is easy to use, robust, and aord-
able. TrueCommerce EDI is a Microsoft
Gold Certied Partner and certied for
Microsoft Dynamics GP.
Junction Solutions
http://www.junctionsolutions.com/products-
solutions/junctionfb-food-beverage/
303-327-8800
JunctionFB for Food & Beverage
Manufacturers
A Field to Fork solution set built
into Microsoft Dynamics AX, provid-
ing 360-degree visibility of the entire
value chain, available on-premise or
on-demand.
RockySoft
http://www.RockySoft.com
970-493-0868 ext. 105
Inventory Management and
Supply Chain Planning
Pack Light Supply Chain Mgmt Suite-
Forecasting, Inventory Mgmt, Purchase
Order Planning, Vendor Lead Time
Mgmt, Retail Store Planning and S&OP.
Tribridge
http://www.concertocloud.com/cpg
877-744-1360
Tribridge Concerto CPG
Cloud Based CPG. Built on Microsoft
Dynamics AX, Concerto CPG incorporates
premium business solutions for speed,
accuracy, visibility, and scale deployed
in the Cloud for accessibility.
Cross Industry Solution
Altec
http://www.altec-inc.com
800-997-9921 ext. 1255
doc-link, Integrated Document
Management
Capture, workow, output & archive
w/doc-link, Doc. Mgmt. for Dynamics.
Arbela Technologies
http://www.arbelatech.com 949-291-4777
Master Data Centralization
For Dynamics AX
Arbela's Master Data Centralization for
Dynamics AX easily manages product,
customer, vendor, employees, and COA
master data across multiple companies
for more productive advanced shared
services.

Ariett Business Solutions, Inc.

http://www.ariett.com 781-826-1120
Ariett Purchase to Pay
and Travel & Expense
Requisition, Purchase Order Management,
AP Invoice Automation with Document
Manager, Expense Reporting with in-
tegrated Corporate & Personal Credit
Cards, Cloud or On Premise.
AssureSign LLC

http://www.assuresign.com 407-670-0400
AssureSign Electronic
Signature Software
Integrated cloud or on-premise enterprise
class Electronic Signatures.
Bottomline Technologies

http://www.bottomline.com/Transform_
Filer_for_Sharepoint 866-551-6934
Transform Filer for SharePoint
A powerful, easy-to-use and cost-
eective ling and nding solution for
document management on SharePoint
that manages transactional content
by linking documents/records with
business applications.
Bottomline Technologies
http://www.bottomline.com/transformap_
for_sharepoint 866-551-6934
Transform AP
SharePoint-based AP invoice automa-
tion solution for approvals, document
management & reporting plus integration
with Microsoft Dynamics. Streamlines
AP processes, reduces processing costs,
& increases visibility.
Bottomline Technologies
http://www.bottomline.com/dynamics
866-551-6934
Create!form
Complete document & payment auto-
mation - Customize & deliver Dynamics
output, including MICR checks. Easily
reformat data, building "intelligent forms"
for print, fax, email, archive or web.
Business Systems Integrators

http://www.BusinessSysInteg.com
866-871-2097
EDI
BSI provides superior EDI solutions
for AX & GP, both on-premise & SaaS.
Datahaven for Dynamics
http://www.datahaven4dynamics.com
757-222-2000
Datahaven for Dynamics
Datahaven is the only scanning, OCR,
and workow solution natively embed-
dednot simply integratedthroughout
the Microsoft Dynamics user experience
and available to non-Dynamics users
from Microsoft Outlook.
Industry
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Apparel
Junction Solutions
http://www.junctionsolutions.com/products-
solutions/junctionmcr-multi-channel-retail/
303-327-8800
JunctionMCR for Multi-
Channel Retail
End-to-end solution set, available on-
premise and on-demand, built into
Microsoft Dynamics AX providing fully
integrated functionality for customer
service, order and inventory manage-
ment, across all retail channels.
Automotive

Data Masons Software

http://www.datamasons.com 866-575-1631
Vantage Point EDI for
Dynamics
Data Masons helps companies lever-
age EDI into a competitive advantage
by providing tight integration with
Dynamics, without customizations.
Radley Corporation
http://www.radley.com 248-559-6858 ext. 114
Radley iCARaS - The Complete
Automotive EDI Solution
OnPremise/InCloud/OnDemand, iCARaS
- complete Automotive EDI solution.
Prod. Schedule Release Acct, Label
Compliance, ASN Generation, Certied
Honda Compliance. Ideal for Automotive,
Heavy Truck, RV/MC/ATV & more.
Chemicals
Horizons International

http://www.qualityessentialssuite.com
866-949-9504 ext. 811
Quality Essentials Suite
Quality Mgt. System oers decimal preci-
sion, cert. of analysis, non-conformance,
material holds, reporting, data export.
Integrated to Dynamics, Horizons
Manufacturing, also non-integrated
application avail.
Construction
AXtension
http://www.AXtension.com +3177 323 2622
AXtension Project Cost Control
Insight into budget, registration, fore-
cast and control of your projects in one
single view.
AXtension
http://www.AXtension.com +3177 323 2622
AXtension Visual Project
Planning
Graphical planning of projects, resources
and materials.
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ImageTag, Inc.
http://www.imagetag.com 480-753-9300
KwikTag Document Management
& Workow for Dynamics
Powerful. Practical. Proven. KwikTag
by ImageTag makes document and
business process management a real-
ity without breaking your budget.
kCentric Technologies Inc

http://www.k-ecommerce.com
514-973-2510 ext. 2
k-eCommerce ecommerce solution
B2C, B2B, Customer service, SEO,
CMS, Seamless real time integration
to Dynamics AX, GP, NAV, SL, CRM,
Cloud based, International.
Liaison Software Corp

http://www.liaisonsc.com
800-811-4618 ext. 201
Liaison Messenger EDD
Batch email, fax, print, archive Invoices,
Statements, Sales Orders, Purchase
Orders to customers, vendors, sales.
Attach supporting documentation.
Use existing reports (GP report writer,
SSRS, Crystal).

PaperSavePro
http://www.PaperSavePro.com 877-727-3799
PaperSavePro
PaperSavePro is a Certied for Microsoft
Dynamics document management
and electronic workow solution that
eliminates inherent risks and ine cien-
cies associated with paper.
Paramount Technologies

http://www.paramounttechnologies.com
248-960-0909
WorkPlace eProcurement
Solutions for Requisition, Purchasing &
Invoice Automation. Options include
PunchOut, Check Request, Budget
Compliance, RFQ, Requisition, PO
Generation, Receiving, Invoice Matching
& Vendor Contract Compliance.
Solver

http://www.solverusa.com 310-691-5300
Solver - BI360 Suite
Both Excel & Web-based Financial &
Operational Reporting, Budgeting,
Dashboards, & a pre-congured Data
Warehouse w/ direct integration to
Microsoft Dynamics.
Finance/ Banking
AssureSign LLC

http://www.assuresign.com 407-670-0400
AssureSign Electronic
Signature Software
Integrated cloud or on-premise enterprise
class Electronic Signatures.
Food and Beverage
Accellos, Inc.
http://www.accellos.com 719-433-7000
Accellos/vSync EDI
EDI and supply chain compliance solu-
tions for Microsoft Dynamics.
Altec
http://www.altec-inc.com
800-997-9921 ext. 1255
doc-link Integrated Document
Management
Capture, workow, output & archive
w/doc-link, Doc. Mgmt. for Dynamics.
Appolis
http://www.appolis.com 612-343-0404
WithoutWire
TM
Warehouse
Appolis WithoutWire Warehouse
Management Solution provides fully
integrated traceable lot tracked inven-
tory for Manufacturers and Distributors.
Arbela Technologies
http://www.arbelatech.com 949-291-4777
Arbela Technologies
With over 200 years of cumulative ERP
experience, we have congured and
tailored Dynamics AX to t the specic
needs of various industries without
signicant customizations. Gain from
Our Experience.
ASC Software
http://www.ascsoftware.com 937-429-1428
ASCTrac
Award winning, scalable, Warehouse
Management Solutions (WMS) designed
to support the demanding requirements
of Distribution, Manufacturing and 3PL
operations, covering the entire Supply
Chain cycle.

AxSource Infotech Inc.
http://www.AxSourceInfotech.com
905-854-6059
Dynamics AX for Food & Beverage
Process Mfg solution tightly integrated
with Traceability, Catch Weight, Formula,
Food Safety & Regulatory Compliance.
Visit www.AxoLOGIX.com for Real-time
WMS & www.AxoQCS.com for automat-
ing Food Safety such as GFSI .
Blue Horseshoe
http://www.supplychaindynamicsax.com
317-573-2583
Supply Chain Suite for
Dynamics AX
Unlike other solutions, Supply Chain
Suite embeds industry-specic func-
tionality directly into the business
layer of Dynamic AXs architecture.
Increase revenue, prot margins and
asset utilization.
Business Systems Integrators

http://www.BusinessSysInteg.com
866-871-2097
EDI
BSI provides superior EDI solutions
for AX & GP, both on-premise & SaaS.
Demand Solutions
http://www.demandsolutions.com
800-886-3737
Demand Solutions
Demand Solutions oers aordable,
easy-to-use tools for manufacturers
and distributors who want to increase
forecast accuracy, improve customer
service levels and reduce overall inven-
tory to maximize prots.

Flintfox International Limited

http://www.intfox.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
http://www.highjump.com/truecommerce
888-205-1531 ext. 1
HighJump TrueCommerce
EDI Solutions
HighJump TrueCommerce EDI makes
EDI painless with an end-to-end solution
that is easy to use, robust, and aord-
able. TrueCommerce EDI is a Microsoft
Gold Certied Partner and certied for
Microsoft Dynamics GP.
Horizons International

http://www.qualityessentialssuite.com
866-949-9504 ext. 811
Quality Essentials Suite
Quality Mgt. System oers decimal preci-
sion, cert. of analysis, non-conformance,
material holds, reporting, data export.
Integrated to Dynamics, Horizons
Manufacturing, also non-integrated
application avail.
Junction Solutions
http://www.junctionsolutions.com/products-
solutions/junctionfb-food-beverage/
303-327-8800
JunctionFB for Food & Beverage
Manufacturers
A Field to Fork solution set built
into Microsoft Dynamics AX, provid-
ing 360-degree visibility of the entire
value chain, available on-premise or
on-demand.
Metale Information Systems, Inc.

http://www.metaviewer.com 507-286-9232
MetaViewer Paperless ERP
for Microsoft Dynamics
Enhance your AX, GP, NAV & SL solu-
tions by adding integrated scanning,
OCR, eInvoicing, workow, and AP/AR
Automation.
RockySoft
http://www.RockySoft.com
970-493-0868 ext. 105
Inventory Management and
Supply Chain Planning
Pack Light Supply Chain Mgmt Suite-
Forecasting, Inventory Mgmt, Purchase
Order Planning, Vendor Lead Time
Mgmt, Retail Store Planning and S&OP.
Government
Solver

http://www.solverusa.com/government/
310-691-5300
Solver BI360 Suite for Government
As federal, state and local governments
look for powerful BI solutions to drive
performance and reduce costs, Solvers
dashboards, scorecards, reporting and
forecasting are proving to be invalu-
able tools.
Healthcare
Kronos Incorporated
http://www.kronos.com 800-225-1561
Workforce Central Suite
Seamlessly integrates with Microsoft
Dynamics to completely automate the
essential timekeeping, human resources
and nancial processes.
Paramount Technologies

http://www.paramounttechnologies.com
248-960-0909
WorkPlace for Healthcare
Drive down costs, control purchases
and manage your materials. Supports
single and multi-site facilities. Integrate
Requisition through Invoice Automation
and Inventory processes. Record items
using barcode scanners.
Sierra Workforce Solutions

http://www.sierraws.com 800-822-0973
Sierra Workforce Solutions
Time & labor management solutions
optimizing productivity and data in-
tegration for payroll, HR & job costing
using biometrics, badge, WEB or PC
based time clocks. Includes employee
manager self service.
Solver

http://www.solverusa.com/healthcare/
310-691-5300
Solver BI360 Suite for Healthcare
Solvers BI360 helps healthcare provid-
ers better manage their performance
through user-friendly planning, bud-
geting, reporting, dashboard and
data warehouse tools running on a
cost-e cient Microsoft platform.
High Tech and Electronics

Cincom Systems, Inc
http://acquire.cincom.com 877-244-2308
Cincom Acquire
Smart Congure, Price, Quote + Seamless
Integration w/ Dynamics. Close deals up
to 80% faster! See us at Convergence!
Outsmart. Outsell.
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Experlogix, Inc.
http://www.experlogix.com
805-504-9729 ext. 712
Experlogix Congurator for
Microsoft Dynamics CRM & ERP
Experlogix Congurators meets the
demands of todays competitive mar-
ketplace by simplifying the process of
selling customized products, accelerat-
ing proposal development times and
increasing quote-to-order ratios.
Hitachi Solutions America
http://us.dynamics.hitachi-solutions.com/
888-254-7242
Field Service Automation
Hitachi Solutions eld service automa-
tion solution connects your o ce and
eld service sta with the information
and processes needed to improve eld
operations productivity and deliver
service excellence.
QBD Systems
http://www.qbdsys.com 800-743-9003
Universal PLM Integration
Integration w/ PLM s/w incl. Agile,
Arena, Aras, Solidworks EPDM & more.
Industrial Equipment
Experlogix, Inc.
http://www.experlogix.com
805-504-9729 ext. 712
Experlogix Congurator for
Microsoft Dynamics CRM & ERP
Experlogix Congurators meets the
demands of todays competitive mar-
ketplace by simplifying the process of
selling customized products, accelerat-
ing proposal development times and
increasing quote-to-order ratios.
Hitachi Solutions America
http://us.dynamics.hitachi-solutions.com/
888-254-7242
Field Service Automation
Hitachi Solutions eld service automa-
tion solution connects your o ce and
eld service sta with the information
and processes needed to improve eld
operations productivity and deliver
service excellence.
Insurance
AssureSign LLC

http://www.assuresign.com 407-670-0400
AssureSign Electronic
Signature Software
Integrated cloud or on-premise enterprise
class Electronic Signatures.
Life Sciences
Armanino
http://www.amllp.com/microsoft-dynamics
925-790-2600
Armanino
A Gold Certied ERP/CRM Partner, we
provide award-winning implementation
and support for Dynamics to meet your
industry-specic needs.
Maintenance Management
eRPortal Software Group LLC

http://www.erportalsoftware.com
413-233-5404
eRPortal CMMS Software Suite
The eRPortal Software Group provides
high performance, web-enabled, Asset
Management, Maintenance Management,
and Materials Tracking software solu-
tions for managing strategic assets
and operations.
Manufacturing
Altec
http://www.altec-inc.com
800-997-9921 ext. 1255
doc-link Integrated Document
Management
Capture, workow, output & archive
w/doc-link, Doc. Mgmt. for Dynamics.
Arbela Technologies
http://www.arbelatech.com 949-291-4777
Arbela Technologies
With over 200 years of cumulative ERP
experience, we have congured and
tailored Dynamics AX to t the specic
needs of various industries without
signicant customizations. Gain from
Our Experience.
Armanino
http://www.amllp.com/microsoft-dynamics
925-790-2600
Armanino
A Gold Certied ERP/CRM Partner, we
provide award-winning implementation
and support for Dynamics to meet your
industry-specic needs.
ASC Software
http://www.ascsoftware.com 937-429-1428
ASCTrac
Award winning, scalable Warehouse
Management Solutions & MFG operations.

AxSource Infotech Inc.
http://www.AxSourceInfotech.com
905-854-6059
Dynamics AX for Manufacturing
Experts in Discrete & Process integrated
to WMS. Visit www.AxoLOGIX.com for
Real-time WMS and www.AxoQCS.com
for quality, safety & compliance.
AXtension
http://www.AXtension.com +3177 323 2622
AXtension Project Cost Control
Insight into budget, registration, fore-
cast and control of your projects in one
single view.

AXtension
http://www.AXtension.com +3177 323 2622
AXtension Visual Project
Planning
Graphical planning of projects, resources
and materials.

AXtension
http://www.AXtension.com +3177 323 2622
AXtension Advanced
Production
Production insight and control on the
shop oor.

Cincom Systems, Inc
http://acquire.cincom.com 877-244-2308
Cincom Acquire
Smart Congure, Price, Quote + Seamless
Integration w/ Dynamics. Close deals up
to 80% faster! See us at Convergence!
Outsmart. Outsell.
Demand Solutions
http://www.demandsolutions.com
800-886-3737
Demand Solutions
Demand Solutions oers aordable,
easy-to-use tools for manufacturers
and distributors who want to increase
forecast accuracy, improve customer
service levels and reduce overall inven-
tory to maximize prots.

eNSYNC Solutions, Inc.
http://www.ScanWorkX.com 913-647-8640
ScanWorkX for Dynamics AX
Extend Dynamics AX to nearly any mo-
bile device. More than 75 standard DAX
functions with and without barcoding.
Custom transactions available.
Experlogix, Inc.
http://www.experlogix.com
805-504-9729 ext. 712
Experlogix Congurator for
Microsoft Dynamics CRM & ERP
Experlogix Congurators meets the
demands of todays competitive mar-
ketplace by simplifying the process of
selling customized products, accelerat-
ing proposal development times and
increasing quote-to-order ratios.
HighJump TrueCommerce EDI
Solutions
http://www.highjump.com/truecommerce
888-205-1531 ext. 1
HighJump TrueCommerce
EDI Solutions
HighJump TrueCommerce EDI makes
EDI painless with an end-to-end solution
that is easy to use, robust, and aord-
able. TrueCommerce EDI is a Microsoft
Gold Certied Partner and certied for
Microsoft Dynamics GP.
Kronos Incorporated
http://www.kronos.com 800-225-1561
Workforce Central Suite
Seamlessly integrates with Microsoft
Dynamics to completely automate the
essential timekeeping, human resources
and nancial processes.
Liaison Software Corp

http://www.liaisonsc.com
800-811-4618 ext. 201
Liaison Messenger EDD
Batch email, fax, print, archive Invoices,
Statements, Sales Orders, Purchase
Orders to customers, vendors, sales.
Attach supporting documentation.
Use existing reports (GP report writer,
SSRS, Crystal).

Metale Information Systems, Inc.

http://www.metaviewer.com 507-286-9232
MetaViewer Paperless ERP
for Microsoft Dynamics
Enhance your AX, GP, NAV & SL solu-
tions by adding integrated scanning,
OCR, eInvoicing, workow, and AP/AR
Automation.
Radley Corporation
http://www.radley.com/MSDynamicsAX/
616-554-9060
Radley Barcoding and
EDI Solutions
Enterprise-class EDI, Barcode Data
Collection, Materials Management,
across industries worldwide: Barcode
Label License Plating, PLC/Machine
Integration, Traceability, Asset Mgmt,
Inventory Control, Labor Tracking.

Sierra Workforce Solutions

http://www.sierraws.com 800-822-0973
Sierra Workforce Solutions
Time & labor management solutions
optimizing productivity and data in-
tegration for payroll, HR & job costing
using biometrics, badge, WEB or PC
based time clocks. Includes employee
manager self service.
Media and Entertainment

KORE Software
http://www.KOREsoftware.com 480-240-5662
KORE ProSports
More teams in the NFL, MLB, NBA & NHL
use KORE than any other software. CRM
for sponsorships, ticket sales, premium
seating & media tra cking.
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Non-Profit Organizations
Paramount Technologies

http://www.paramounttechnologies.com
248-960-0909
WorkPlace for Non-Prots
GL Distributions, Budgets, Audit Trails,
Requisition & Expense.
Sierra Workforce Solutions

http://www.sierraws.com 800-822-0973
Sierra Workforce Solutions
Time & labor management solutions
optimizing productivity and data in-
tegration for payroll, HR & job costing
using biometrics, badge, WEB or PC
based time clocks. Includes employee
manager self service.
Oil and Gas
Hitachi Solutions America
http://us.dynamics.hitachi-solutions.com
888-254-7242
Hitachi Solutions America
Hitachi Solutions helps businesses
complete with the largest global en-
terprises by delivering proven business
and IT strategies using powerful and
easy to use industry solutions based
on Microsoft Dynamics AX and CRM .
Hitachi Solutions America
http://us.dynamics.hitachi-solutions.com/
888-254-7242
Field Service Automation
Hitachi Solutions eld service automa-
tion solution connects your o ce and
eld service sta with the information
and processes needed to improve eld
operations productivity and deliver
service excellence.
WennSoft, Inc.
http://www.wennsoft.com
262-821-4100
NEW: Evolution
Manage resources, track
assets, automate eld ticketing,
improve cash ow.
Pharmaceuticals
Armanino
http://www.amllp.com/microsoft-dynamics
925-790-2600
Armanino
A Gold Certied ERP/CRM Partner, we
provide award-winning implementation
and support for Dynamics to meet your
industry-specic needs.
ASC Software
http://www.ascsoftware.com 937-429-1428
ASCTrac
Award winning, scalable, Warehouse
Management Solutions (WMS) designed
to support the demanding requirements
of Distribution, Manufacturing and 3PL
operations, covering the entire Supply
Chain cycle.

AxSource Infotech Inc.
http://www.AxSourceInfotech.com
905-854-6059
Dynamics AX Solution for
Pharmaceutical-AxoPHARM
Computer System Validation (CSV), GxP,
21 CFR Part 11 Compliance. Manage
compliance & validation along with your
Dynamics implementation by utilizing
our toolkits for FDA & Health Canada
compliance. www.AxoPHARM.com
Horizons International

http://www.qualityessentialssuite.com
866-949-9504 ext. 811
Quality Essentials Suite
Quality Mgt. System oers decimal preci-
sion, cert. of analysis, non-conformance,
material holds, reporting, data export.
Integrated to Dynamics, Horizons
Manufacturing, also non-integrated
application avail.
Professional Services

AXtension
http://www.AXtension.com +3177 323 2622
AXtension Project Cost Control
Insight into budget, registration, fore-
cast and control of your projects in one
single view.
AXtension
http://www.AXtension.com +3177 323 2622
AXtension Visual Project
Planning
Graphical planning of projects, resources
and materials.
Hitachi Solutions America
http://us.dynamics.hitachi-solutions.com
888-254-7242
Hitachi Solutions America
Hitachi Solutions helps businesses
complete with the largest global en-
terprises by delivering proven business
and IT strategies using powerful and
easy to use industry solutions based
on Microsoft Dynamics AX and CRM .
Retail
Arbela Technologies
http://www.arbelatech.com 949-291-4777
Arbela Technologies
With over 200 years of cumulative ERP
experience, we have congured and
tailored Dynamics AX to t the specic
needs of various industries without
signicant customizations. Gain from
Our Experience.

Avalara, Inc.

http://www.avalara.com 877-780-4848
Avalara for Sales Tax
Automation
Automate and eliminate the complex-
ity of sales tax management with
Avalara. A cloud-based sales and use
tax calculation, exemption certicate
management, lling and remittance
solution for Microsoft Dynamics.
Junction Solutions
http://www.junctionsolutions.com/products-
solutions/junctionmcr-multi-channel-retail/
303-327-8800
JunctionMCR for Multi-
Channel Retail
End-to-end solution set, available on-
premise and on-demand, built into
Microsoft Dynamics AX providing fully
integrated functionality for customer
service, order and inventory manage-
ment, across all retail channels.
kCentric Technologies Inc

http://www.k-ecommerce.com
514-973-2510 ext. 2
k-eCommerce ecommerce solution
B2C, B2B, Customer service, SEO,
CMS, Seamless real time integration
to Dynamics AX, GP, NAV, SL, CRM,
Cloud based, International.
Kronos Incorporated
http://www.kronos.com 800-225-1561
Workforce Central Suite
Seamlessly integrates with Microsoft
Dynamics to completely automate the
essential timekeeping, human resources
and nancial processes.

Metale Information Systems, Inc.

http://www.metaviewer.com 507-286-9232
MetaViewer Paperless ERP
for Microsoft Dynamics
Enhance your AX, GP, NAV & SL solu-
tions by adding integrated scanning,
OCR, eInvoicing, workow, and AP/AR
Automation.
Solver

http://www.solverusa.com/retail/
310-691-5300
Solver BI360 Suite for Retail
BI360 gives retailers the ability to
forecast, track and analyze product
and store sales, plan more eective
promotions, purchase merchandise
that matches customer regional buy-
ing preferences, and improve sta ng.
Software
Corporate Services

http://www.corpservice.com 800-293-6822
TrakQuip and RTMS
Software Solutions
Whether you own, rent, or utilize equip-
ment, TrakQuip & RTMS make it easy to
track & manage your assets, automate
routine business operations, & produce
excellent nancial information to ac-
curately run your business .
Warehouse Management
Accellos, Inc.
http://www.accellos.com 719-433-7000
Accellos One Warehouse
Fully-integrated warehouse manage-
ment & data-collection for MS Dynamics.
Appolis
http://www.appolis.com 612-343-0404
WithoutWire
TM
Warehouse
Appolis WithoutWire Warehouse
Management Solution provides fully
integrated traceable lot tracked inven-
tory for Manufacturers and Distributors.

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

AxSource Infotech Inc.
http://www.AxSourceInfotech.com
905-854-6059
Dynamics AX Product
for Warehouse
Management- AxoLOGIX
AxSource has built tightly integrated
solutions to extend AX functionality
to the warehouse for Multiple Units
of Measure (UOM), Catch Weight,
Traceability, Real-Time Data Management,
EDI. Visit www.AxoLOGIX.com.
eNSYNC Solutions, Inc.
http://www.ScanWorkX.com 913-647-8640
ScanWorkX for Dynamics AX
Extend Dynamics AX to nearly any mo-
bile device. More than 75 standard DAX
functions with and without barcoding.
Custom transactions available.
Wholesale Trade:
Durable Goods
Accellos, Inc.
http://www.accellos.com 719-433-7000
Accellos/vSync EDI
EDI and supply chain compliance solu-
tions for Microsoft Dynamics.
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Blue Moon Industries
http://www.bluemoonisv.com 401-276-9000
Chargeback Processing
Provides deductions management
capability for cash receipts processing.
Data Masons Software

http://www.datamasons.com 866-575-1631
Vantage Point EDI for
Dynamics
Data Masons helps companies lever-
age EDI into a competitive advantage
by providing tight integration with
Dynamics, without customizations.
Flintfox International Limited

http://www.intfox.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).
kCentric Technologies Inc

http://www.k-ecommerce.com
514-973-2510 ext. 2
k-eCommerce ecommerce solution
B2C, B2B, Customer service, SEO,
CMS, Seamless real time integration
to Dynamics AX, GP, NAV, SL, CRM,
Cloud based, International.
RockySoft
http://www.RockySoft.com
970-493-0868 ext. 105
Inventory Management and
Supply Chain Planning
Pack Light Supply Chain Mgmt Suite-
Forecasting, Inventory Mgmt, Purchase
Order Planning, Vendor Lead Time
Mgmt, Retail Store Planning and S&OP.
Analytics
Arbela Technologies
http://www.arbelatech.com 949-291-4777
Arbela Technologies
With over 200 years of cumulative ERP
experience, we have congured and
tailored Dynamics AX to t the specic
needs of various industries without
signicant customizations. Gain from
Our Experience.
Kronos Incorporated
http://www.kronos.com 800-225-1561
Workforce Central Suite
Seamlessly integrates with Microsoft
Dynamics to completely automate the
essential timekeeping, human resources
and nancial processes.
TARGIT

http://www.targit.com 813-933-4600
TARGIT Decision Suite
TARGIT is the worlds largest Business
Intelligence vendor for companies
using Microsoft Dynamics NAV or AX,
and is recognized by Gartner and BARC
for user-friendliness, visualization, and
innovation.
Total Dynamics Solutions, LLC

http://www.totaldynamicssolutions.com
612-276-5075
Enterprise Business Management
Providing value-added analytical capa-
bilities for Microsoft Dynamics.
Asset Maintenance/ MRO
/ EAM
eRPortal Software Group LLC

http://www.erportalsoftware.com
413-233-5404
eRPortal CMMS Software Suite
The eRPortal Software Group provides
high performance, web-enabled, Asset
Management, Maintenance Management,
and Materials Tracking software solu-
tions for managing strategic assets
and operations.
Barcode Data Collection

eNSYNC Solutions, Inc.
http://www.ScanWorkX.com 913-647-8640
ScanWorkX for Dynamics AX
Extend Dynamics AX to nearly any mo-
bile device. More than 75 standard DAX
functions with and without barcoding.
Custom transactions available.
Radley Corporation
http://www.radley.com/MSDynamicsAX/
616-554-9060
Radley Barcoding and
EDI Solutions
Enterprise-class EDI, Barcode Data
Collection, Materials Management,
across industries worldwide: Barcode
Label License Plating, PLC/Machine
Integration, Traceability, Asset Mgmt,
Inventory Control, Labor Tracking.
Budgeting

deFacto Global, Inc.

http://www.deFactoGlobal.com
203-894-1789 ext. 221
deFacto Performance
Management
Premier All-in-One Dynamics Financial
& Operational Budgeting, Forecasting,
Consolidation, Analysis and Reporting,
Excel/Web-based. Powerful, Aordable.
Solver

http://www.solverusa.com/retail/
310-691-5300
Solver BI360 Suite for Retail
BI360 gives retailers the ability to
forecast, track and analyze product
and store sales, plan more eective
promotions, purchase merchandise
that matches customer regional buy-
ing preferences, and improve sta ng.

Solver

http://www.solverusa.com/healthcare/
310-691-5300
Solver BI360 Suite for Healthcare
Solvers BI360 helps healthcare provid-
ers better manage their performance
through user-friendly planning, bud-
geting, reporting, dashboard and
data warehouse tools running on a
cost-e cient Microsoft platform.
Solver

http://www.solverusa.com/government/
310-691-5300
Solver BI360 Suite for Government
As federal, state and local governments
look for powerful BI solutions to drive
performance and reduce costs, Solvers
dashboards, scorecards, reporting and
forecasting are proving to be invalu-
able tools.

Solver

http://www.solverusa.com 310-691-5300
Solver - BI360 Suite
Both Excel & Web-based Financial &
Operational Reporting, Budgeting,
Dashboards, & a pre-congured Data
Warehouse w/ direct integration to
Microsoft Dynamics.
Total Dynamics Solutions, LLC

http://www.totaldynamicssolutions.com
612-276-5075
Enterprise Business Management
Web based, interactive, & integrated
planning/budgeting for MS Dynamics.
Business Intelligence
Accountable Software

http://www.accountable.com 610-983-3100
Dynamics Reporting
LIVE Dynamics Data in Excel, SSRS,
SharePoint, Business Portal & the Web.
Client Strategy Group
http://www.csgax.com 216-524-2574
Dynamics AX Done Right!
CSG has proven expertise in: AX
Performance Tuning, Business Intelligence,
and AX 2012 Upgrades.

deFacto Global, Inc.

http://www.deFactoGlobal.com
203-894-1789 ext. 221
deFacto Performance
Management
Premier All-in-One Dynamics Financial
& Operational Budgeting, Forecasting,
Consolidation, Analysis and Reporting,
Excel/Web-based. Powerful, Aordable.
Globe Software
http://www.globesoftware.com 701-235-4084
Atlas - Real-time Reporting
& Upload into AX from
Microsoft O ce
Using Atlas, you'll see how real-time two
way data validation integrates between
O ce & AX. Improve your productivity
with self-su cient reporting capabili-
ties as well as eliminating the need to
rekey data.
Halo Business Intelligence

http://www.halobi.com 888-300-0219
Halo Business Intelligence
Any source, data quality, rapidly deploy,
predict, collaborate & mobile.
Horizontal
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Solver

http://www.solverusa.com/retail/
310-691-5300
Solver BI360 Suite for Retail
BI360 gives retailers the ability to
forecast, track and analyze product
and store sales, plan more eective
promotions, purchase merchandise
that matches customer regional buy-
ing preferences, and improve sta ng.
Solver

http://www.solverusa.com/healthcare/
310-691-5300
Solver BI360 Suite for Healthcare
Solvers BI360 helps healthcare provid-
ers better manage their performance
through user-friendly planning, bud-
geting, reporting, dashboard and
data warehouse tools running on a
cost-e cient Microsoft platform.
Solver

http://www.solverusa.com/government/
310-691-5300
Solver BI360 Suite for Government
As federal, state and local governments
look for powerful BI solutions to drive
performance and reduce costs, Solvers
dashboards, scorecards, reporting and
forecasting are proving to be invalu-
able tools.
Solver

http://www.solverusa.com 310-691-5300
Solver - BI360 Suite
Both Excel & Web-based Financial &
Operational Reporting, Budgeting,
Dashboards, & a pre-congured Data
Warehouse w/ direct integration to
Microsoft Dynamics.

TARGIT

http://www.targit.com 813-933-4600
TARGIT Decision Suite
TARGIT is the worlds largest Business
Intelligence vendor for companies
using Microsoft Dynamics NAV or AX,
and is recognized by Gartner and BARC
for user-friendliness, visualization, and
innovation.
Total Dynamics Solutions, LLC

http://www.totaldynamicssolutions.com
612-276-5075
Enterprise Business Management
Providing value-added analytical capa-
bilities for Microsoft Dynamics.
Business Process
Management
Altec
http://www.altec-inc.com
800-997-9921 ext. 1255
doc-link Integrated Document
Management
Capture, workow, output & archive
w/doc-link, Doc. Mgmt. for Dynamics.
Bottomline Technologies

http://www.bottomline.com/Transform_
Filer_for_Sharepoint 866-551-6934
Transform Filer for SharePoint
A powerful, easy-to-use and cost-
eective ling and nding solution for
document management on SharePoint
that manages transactional content
by linking documents/records with
business applications.

Bottomline Technologies
http://www.bottomline.com/transformap_
for_sharepoint 866-551-6934
Transform AP
SharePoint-based AP invoice automa-
tion solution for approvals, document
management & reporting plus integration
with Microsoft Dynamics. Streamlines
AP processes, reduces processing costs,
& increases visibility.
ImageTag, Inc.
http://www.imagetag.com 480-753-9300
KwikTag Document Management
& Workow for Dynamics
Powerful. Practical. Proven. KwikTag
by ImageTag makes document and
business process management a real-
ity without breaking your budget.
Metale Information Systems, Inc.

http://www.metaviewer.com 507-286-9232
MetaViewer Paperless ERP
for Microsoft Dynamics
Enhance your AX, GP, NAV & SL solu-
tions by adding integrated scanning,
OCR, eInvoicing, workow, and AP/AR
Automation.
ReadSoft
http://www.readsoft.com 504-841-0100
ReadSoft Online for Accounts
Payable Automation
Automate invoice processing by elimi-
nating data entry, manual approvals &
ling with capture, workow & reporting
integrated with Dynamics.
Tribridge
http://www.concertocloud.com 877-977-8458
Tribridge Concerto Cloud Services
Concerto Cloud oers Dynamics Solutions
as a Service in a private cloud environ-
ment. Subscription pricing, dedicated
resources, no shared components, and
a complete solution customized to t
unique needs.
Check Printing
Bottomline Technologies
http://www.bottomline.com/dynamics
866-551-6934
Create!form
Complete document & payment auto-
mation - Customize & deliver Dynamics
output, including MICR checks. Easily
reformat data, building "intelligent forms"
for print, fax, email, archive or web.
Liaison Software Corp

http://www.liaisonsc.com
800-811-4618 ext. 201
Liaison Messenger DD
Batch email password protected Direct
Deposit Statements to Employees.
Compliance
Altec
http://www.altec-inc.com
800-997-9921 ext. 1255
doc-link Integrated Document
Management
doc-link electronic document solutions
support compliance mandates.

Arbela Technologies
http://www.arbelatech.com 949-291-4777
Arbela Security Manager
Arbelas Security Manager radically sim-
plies managing and auditing security,
and enables you to concentrate more
on your investment in Dynamics AX
rather than spending countless hours
securing it. V2009 and V2012.
Fastpath Solutions, Inc

http://www.gofastpath.com
515-276-1779 ext. 410
Fastpath Assure
Sarbanes-Oxley segregation of duties
solution with built-in audit intelligence
from certied Auditors. Get the data
your Auditors want - Fast!
Cost Accounting
Corporate Renaissance Group

http://www.crgroup.com 613-232-4295
Cost Allocator
Perform multi-level account allocations
using 1 of 4 methods: percentage values,
xed amounts, cost drivers/measures,
or account balance. Integrates with
Dynamics, other ERP solutions or as a
stand-alone system.
Credit Card/ Check
Processing
Ariett Business Solutions, Inc.

http://www.ariett.com 781-826-1120
Ariett Travel & Expense Reporting
Complete Expense Reporting with
Policy Management, Business Units,
Currency, Corporate & Personal Credit
Card Integration, Mobile Apps, Receipt
Processing through Ariett Box4Dox
Service.
Customer Relationship
Management
Armanino
http://www.amllp.com/microsoft-dynamics
925-790-2600
Armanino
A Gold Certied ERP/CRM Partner, we
provide award-winning implementation
and support for Dynamics to meet your
industry-specic needs.
eBridge Connections

http://www.ebridgeconnections.com
800-755-6921
eBridge for CRM
eBridge platform to seamlessly integrate
customer and opportunity data.
Experlogix, Inc.
http://www.experlogix.com
805-504-9729 ext. 712
Experlogix Congurator for
Microsoft Dynamics CRM & ERP
Experlogix Congurators meets the
demands of todays competitive mar-
ketplace by simplifying the process of
selling customized products, accelerat-
ing proposal development times and
increasing quote-to-order ratios.
Tribridge
http://www.concertocloud.com 877-977-8458
Tribridge Concerto Cloud Services
Concerto Cloud oers Dynamics Solutions
as a Service in a private cloud environ-
ment. Subscription pricing, dedicated
resources, no shared components, and
a complete solution customized to t
unique needs.
Data Integration
eBridge Connections

http://www.ebridgeconnections.com
800-755-6921
eBridge Integration Solution
The leading cloud integration platform
for EDI, webstore, CRM systems.
Globe Software
http://www.globesoftware.com 701-235-4084
Atlas - Real-time Reporting
& Upload into AX from
Microsoft O ce
Using Atlas, you'll see how real-time two
way data validation integrates between
O ce & AX. Improve your productivity
with self-su cient reporting capabili-
ties as well as eliminating the need to
rekey data.
Data Management
Accellos, Inc.
http://www.accellos.com 719-433-7000
Accellos One Warehouse
Fully-integrated warehouse manage-
ment & data-collection for MS Dynamics.
Distribution
Accellos, Inc.
http://www.accellos.com 719-433-7000
Accellos One Warehouse
Fully-integrated warehouse manage-
ment & data-collection for MS Dynamics.
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Arbela Technologies
http://www.arbelatech.com 949-291-4777
Arbela Technologies
With over 200 years of cumulative ERP
experience, we have congured and
tailored Dynamics AX to t the specic
needs of various industries without
signicant customizations. Gain from
Our Experience.
ASC Software
http://www.ascsoftware.com 937-429-1428
ASCTrac
Award winning, scalable Warehouse
Management Solutions & MFG operations.
AXtension
http://www.AXtension.com +3177 323 2622
AXtension Kitting
Multiple items dynamically combined
into one product.
Blue Horseshoe
http://www.supplychaindynamicsax.com
317-573-2583
Supply Chain Suite for
Dynamics AX
Unlike other solutions, Supply Chain
Suite embeds industry-specic func-
tionality directly into the business
layer of Dynamic AXs architecture.
Increase revenue, prot margins and
asset utilization.
RockySoft
http://www.RockySoft.com
970-493-0868 ext. 105
Inventory Management and
Supply Chain Planning
Pack Light Supply Chain Mgmt Suite-
Forecasting, Inventory Mgmt, Purchase
Order Planning, Vendor Lead Time
Mgmt, Retail Store Planning and S&OP.
Document Management

Altec
http://www.altec-inc.com
800-997-9921 ext. 1255
doc-link Integrated Document
Management
Capture, workow, output & archive
w/doc-link, Doc. Mgmt. for Dynamics.
Ariett Business Solutions, Inc.

http://www.ariett.com 781-826-1120
Box4Dox Cloud Automation
Service for Documents
& Transactions
New breakthrough Windows Azure Cloud
Service that automatically processes
your documents & transactions - AP
Invoices, contracts, expense receipts
etc with zero employee involvement.
Ariett Business Solutions, Inc.

http://www.ariett.com 781-826-1120
Ariett AP Invoice Automation
& Document Manager
AP Invoice Automation, Document
Manager, Intercompany Processing, 1099,
Cloud Box4Dox AP Invoice Automation
Service, WennSoft, Olympic Project, MEM.

AXtension
http://www.AXtension.com +3177 323 2622
AXtension Enterprise Content
Management
Optimized use of tagged documents in
your critical business processes.
Bottomline Technologies

http://www.bottomline.com/Transform_
Filer_for_Sharepoint 866-551-6934
Transform Filer for SharePoint
A powerful, easy-to-use and cost-
eective ling and nding solution for
document management on SharePoint
that manages transactional content
by linking documents/records with
business applications.

Bottomline Technologies
http://www.bottomline.com/dynamics
866-551-6934
Create!form
Complete document & payment auto-
mation - Customize & deliver Dynamics
output, including MICR checks. Easily
reformat data, building "intelligent forms"
for print, fax, email, archive or web.
Datahaven for Dynamics
http://www.datahaven4dynamics.com
757-222-2000
Datahaven for Dynamics
Datahaven is the only scanning, OCR,
and workow solution natively embed-
dednot simply integratedthroughout
the Microsoft Dynamics user experience
and available to non-Dynamics users
from Microsoft Outlook.

Esker Inc
http://www.esker.com 800-368-5283
Document Process Automation
Addressing processes like accounts
payable, accounts receivable, and sales
order processing, Esker solutions enable
companies to automate the reception,
processing and sending of documents
with one platform.

ImageTag, Inc.
http://www.imagetag.com 480-753-9300
KwikTag Document Management
& Workow for Dynamics
Powerful. Practical. Proven. KwikTag
by ImageTag makes document and
business process management a real-
ity without breaking your budget.

Liaison Software Corp

http://www.liaisonsc.com
800-811-4618 ext. 201
Liaison Messenger EDD
Batch email, fax, print, archive Invoices,
Statements, Sales Orders, Purchase
Orders to customers, vendors, sales.
Attach supporting documentation.
Use existing reports (GP report writer,
SSRS, Crystal).

MaxxVault LLC
http://www.maxxvault.com/
MaxxDynamics.html 516-880-6800
NEW: MaxxVault
MaxxDynamics, from MaxxVault LLC,
provides a direct link between Microsoft
Dynamics GP, AX, SL and NAV ERP
systems and the MaxxVault document
management repository. Integrated
document management and workow.

Metale Information Systems, Inc.

http://www.metaviewer.com 507-286-9232
MetaViewer Paperless ERP
for Microsoft Dynamics
Enhance your AX, GP, NAV & SL solu-
tions by adding integrated scanning,
OCR, eInvoicing, workow, and AP/AR
Automation.

PaperSavePro
http://www.PaperSavePro.com 877-727-3799
PaperSavePro
PaperSavePro is a Certied for Microsoft
Dynamics document management
and electronic workow solution that
eliminates inherent risks and ine cien-
cies associated with paper.
E-commerce

Avalara, Inc.

http://www.avalara.com 877-780-4848
Avalara for Sales Tax
Automation
Automate and eliminate the complex-
ity of sales tax management with
Avalara. A cloud-based sales and use
tax calculation, exemption certicate
management, lling and remittance
solution for Microsoft Dynamics.

Computer Pundits Corporation

http://www.eCommerce21.com 888-786-3487
eCommerce21
Patented B2B and B2C database driven
eCommerce, fully integrated with
Dynamics, for automated production of
Web Storefront with intuitive navigation,
SEO and full Shopping Cart for easier
sales from your website.
eBridge Connections

http://www.ebridgeconnections.com
800-755-6921
eBridge for eCommerce
Integration with all webstores incl.
Amazon, Magento, BigCommerce, eBay+
kCentric Technologies Inc

http://www.k-ecommerce.com
514-973-2510 ext. 2
k-eCommerce ecommerce solution
B2C, B2B, Customer service, SEO,
CMS, Seamless real time integration
to Dynamics AX, GP, NAV, SL, CRM,
Cloud based, International.
EDI
AIM Computer Solutions, Inc.

http://www.aimcom.com/Autosys.htm
586-439-0300
AIM Vision AutoSys
EDI, AIAG barcode labels, Demand Mgmt,
Release Acctg., MMOG-LE/TS16949.
Business Systems Integrators

http://www.BusinessSysInteg.com
866-871-2097
EDI
BSI provides superior EDI solutions
for AX & GP, both on-premise & SaaS.
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Data Masons Software

http://www.datamasons.com 866-575-1631
Vantage Point EDI for
Dynamics
Data Masons helps companies lever-
age EDI into a competitive advantage
by providing tight integration with
Dynamics, without customizations.
eBridge Connections

http://www.ebridgeconnections.com
800-755-6921
eBridge for EDI
Web EDI solution eliminates transac-
tion fees over 1000 trading partners.
HighJump TrueCommerce EDI
Solutions
http://www.highjump.com/
truecommerce 888-205-1531 ext. 1
HighJump TrueCommerce
EDI Solutions
HighJump TrueCommerce EDI makes
EDI painless with an end-to-end solution
that is easy to use, robust, and aord-
able. TrueCommerce EDI is a Microsoft
Gold Certied Partner and certied for
Microsoft Dynamics GP.
Radley Corporation
http://www.radley.com 248-559-6858 ext. 114
Radley iCARaS - The Complete
Automotive EDI Solution
OnPremise/InCloud/OnDemand, iCARaS
- complete Automotive EDI solution.
Prod. Schedule Release Acct, Label
Compliance, ASN Generation, Certied
Honda Compliance. Ideal for Automotive,
Heavy Truck, RV/MC/ATV & more.
Electronic Document
Delivery (Email)/ Faxing
Altec
http://www.altec-inc.com
800-997-9921 ext. 1255
doc-link Integrated Document
Management
Capture, workow, output & archive
w/doc-link, Doc. Mgmt. for Dynamics.

Bottomline Technologies
http://www.bottomline.com/dynamics
866-551-6934
Create!form
Complete document & payment auto-
mation - Customize & deliver Dynamics
output, including MICR checks. Easily
reformat data, building "intelligent forms"
for print, fax, email, archive or web.
Datahaven for Dynamics
http://www.datahaven4dynamics.com
757-222-2000
Datahaven for Dynamics
Datahaven is the only scanning, OCR,
and workow solution natively embed-
dednot simply integratedthroughout
the Microsoft Dynamics user experience
and available to non-Dynamics users
from Microsoft Outlook.

Liaison Software Corp

http://www.liaisonsc.com
800-811-4618 ext. 201
Liaison Messenger EDD
Batch email, fax, print, archive Invoices,
Statements, Sales Orders, Purchase
Orders to customers, vendors, sales.
Attach supporting documentation.
Use existing reports (GP report writer,
SSRS, Crystal).
Electronic Signatures
AssureSign LLC

http://www.assuresign.com 407-670-0400
AssureSign Electronic
Signature Software
Integrated cloud or on-premise enterprise
class Electronic Signatures.
Expense Solutions

Ariett Business Solutions, Inc.

http://www.ariett.com 781-826-1120
Ariett Travel & Expense Reporting
Complete Expense Reporting with
Policy Management, Business Units,
Currency, Corporate & Personal Credit
Card Integration, Mobile Apps, Receipt
Processing through Ariett Box4Dox
Service.
Ariett Business Solutions, Inc.

http://www.ariett.com 781-826-1120
Ariett AP Invoice Automation
& Document Manager
AP Invoice Automation, Document
Manager, Intercompany Processing, 1099,
Cloud Box4Dox AP Invoice Automation
Service, WennSoft, Olympic Project, MEM.


Paramount Technologies

http://www.paramounttechnologies.com
248-960-0909
WorkPlace Expense
Integrates web submission of expense
reports, automatic routing, and elec-
tronic approvals of individual line-item
expenses.
Field Service Management

FieldOne Systems

http://www.eldone.com 201-252-8900
FieldOne Sky
An end-to-end platform supporting all
phases of eld service management
including routing and scheduling, work
process automation, communications,
and business intelligence with support
for any mobile device.

Hitachi Solutions America
http://us.dynamics.hitachi-solutions.com/
888-254-7242
Field Service Automation
Hitachi Solutions eld service automa-
tion solution connects your o ce and
eld service sta with the information
and processes needed to improve eld
operations productivity and deliver
service excellence.
HR Management
Corporate Renaissance Group

http://www.crgroup.com 613-232-4295
emPerform
emPerform 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.
http://www.mysta ngpro.com 800-939-2462
mySta ngPro Applicant
Tracking System
Recruiting software to qualify applicants,
track jobs, and select hires.
Kronos Incorporated
http://www.kronos.com 800-225-1561
Workforce Central Suite
Seamlessly integrates with Microsoft
Dynamics to completely automate the
essential timekeeping, human resources
and nancial processes.
Inventory Management
Armanino
http://www.amllp.com/microsoft-dynamics
925-790-2600
Armanino
A Gold Certied ERP/CRM Partner, we
provide award-winning implementation
and support for Dynamics to meet your
industry-specic needs.
ASC Software
http://www.ascsoftware.com 937-429-1428
ASCTrac
Award winning, scalable Warehouse
Management Solutions & MFG operations.

Cutwater
http://www.cutwatersolutions.com
800-564-8806
(AIM) Advanced
Inventory Manager
Reporting categories to allow users to
gain insight into the cost and e ciency
of current stocks. Reports also track
order history and analyze and monitor
purchasing trends across vendors and
product groups.
eNSYNC Solutions, Inc.
http://www.ScanWorkX.com 913-647-8640
ScanWorkX for Dynamics AX
Extend Dynamics AX to nearly any mo-
bile device. More than 75 standard DAX
functions with and without barcoding.
Custom transactions available.
Junction Solutions
http://www.junctionsolutions.com/products-
solutions/junctionmcr-multi-channel-retail/
303-327-8800
JunctionMCR for Multi-
Channel Retail
End-to-end solution set, available on-
premise and on-demand, built into
Microsoft Dynamics AX providing fully
integrated functionality for customer
service, order and inventory manage-
ment, across all retail channels.
RockySoft
http://www.RockySoft.com
970-493-0868 ext. 105
Inventory Management and
Supply Chain Planning
Pack Light Supply Chain Mgmt Suite-
Forecasting, Inventory Mgmt, Purchase
Order Planning, Vendor Lead Time
Mgmt, Retail Store Planning and S&OP.
Invoicing Enhancement
AXtension
http://www.AXtension.com +3177 323 2622
AXtension Invoice Processing
Optimized accounts payable invoice
processing.
Bottomline Technologies
http://www.bottomline.com/transformap_
for_sharepoint 866-551-6934
Transform AP
SharePoint-based AP invoice automa-
tion solution for approvals, document
management & reporting plus integration
with Microsoft Dynamics. Streamlines
AP processes, reduces processing costs,
& increases visibility.
ReadSoft
http://www.readsoft.com 504-841-0100
ReadSoft Online for Accounts
Payable Automation
Automate invoice processing by elimi-
nating data entry, manual approvals &
ling with capture, workow & reporting
integrated with Dynamics.
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J ob Costing
Sierra Workforce Solutions

http://www.sierraws.com 800-822-0973
Sierra Workforce Solutions
Time & labor management solutions
optimizing productivity and data in-
tegration for payroll, HR & job costing
using biometrics, badge, WEB or PC
based time clocks. Includes employee
manager self service.
Manufacturing
Enhancement

Cincom Systems, Inc
http://acquire.cincom.com 877-244-2308
Cincom Acquire
Smart Congure, Price, Quote + Seamless
Integration w/ Dynamics. Close deals up
to 80% faster! See us at Convergence!
Outsmart. Outsell.
eNSYNC Solutions, Inc.
http://www.ScanWorkX.com 913-647-8640
ScanWorkX for Dynamics AX
Extend Dynamics AX to nearly any mo-
bile device. More than 75 standard DAX
functions with and without barcoding.
Custom transactions available.

Horizons International

http://www.qualityessentialssuite.com
866-949-9504 ext. 811
Quality Essentials Suite
Quality Mgt. System oers decimal preci-
sion, cert. of analysis, non-conformance,
material holds, reporting, data export.
Integrated to Dynamics, Horizons
Manufacturing, also non-integrated
application avail.
Multi-Entity Management
Arbela Technologies
http://www.arbelatech.com 949-291-4777
Master Data Centralization
For Dynamics AX
Arbela's Master Data Centralization for
Dynamics AX easily manages product,
customer, vendor, employees, and COA
master data across multiple companies
for more productive advanced shared
services.
Payables Enhancement

Altec
http://www.altec-inc.com
800-997-9921 ext. 1255
doc-link Integrated Document
Management
Capture, workow, output & archive
w/doc-link, Doc. Mgmt. for Dynamics.
Ariett Business Solutions, Inc.

http://www.ariett.com 781-826-1120
Ariett Travel & Expense Reporting
Complete Expense Reporting with
Policy Management, Business Units,
Currency, Corporate & Personal Credit
Card Integration, Mobile Apps, Receipt
Processing through Ariett Box4Dox
Service.

Ariett Business Solutions, Inc.

http://www.ariett.com 781-826-1120
Ariett AP Invoice Automation
& Document Manager
AP Invoice Automation, Document
Manager, Intercompany Processing, 1099,
Cloud Box4Dox AP Invoice Automation
Service, WennSoft, Olympic Project, MEM.

Bottomline Technologies
http://www.bottomline.com/transformap_
for_sharepoint 866-551-6934
Transform AP
SharePoint-based AP invoice automa-
tion solution for approvals, document
management & reporting plus integration
with Microsoft Dynamics. Streamlines
AP processes, reduces processing costs,
& increases visibility.
Esker Inc
http://www.esker.com 800-368-5283
Document Process Automation
Addressing processes like accounts
payable, accounts receivable, and sales
order processing, Esker solutions enable
companies to automate the reception,
processing and sending of documents
with one platform.
ImageTag, Inc.
http://www.imagetag.com 480-753-9300
KwikTag Document Management
& Workow for Dynamics
Powerful. Practical. Proven. KwikTag
by ImageTag makes document and
business process management a real-
ity without breaking your budget.
Liaison Software Corp

http://www.liaisonsc.com
800-811-4618 ext. 201
Liaison Messenger EFT
Batch email & fax EFT Remittances to
Vendors pref. Archive internal copy.

MaxxVault LLC
http://www.maxxvault.com/
MaxxDynamics.html 516-880-6800
NEW: MaxxVault
MaxxDynamics, from MaxxVault LLC,
provides a direct link between Microsoft
Dynamics GP, AX, SL and NAV ERP
systems and the MaxxVault document
management repository. Integrated
document management and workow.
ReQlogic
http://www.reqlogic.com 650-235-1925 ext. 5
ReQlogic
ReQlogic is a browser-based employee
productivity suite that provides solu-
tions for eProcurement, requisitions,
vendor invoices, expense reports and
advanced workow.
Payroll Enhancement
Liaison Software Corp

http://www.liaisonsc.com
800-811-4618 ext. 201
Liaison Messenger DD
Batch email password protected Direct
Deposit Statements to Employees.
Sierra Workforce Solutions

http://www.sierraws.com 800-822-0973
Sierra Workforce Solutions
Time & labor management solutions
optimizing productivity and data in-
tegration for payroll, HR & job costing
using biometrics, badge, WEB or PC
based time clocks. Includes employee
manager self service.
Portals
Experlogix, Inc.
http://www.experlogix.com
805-504-9729 ext. 712
Experlogix Congurator for
Microsoft Dynamics CRM & ERP
Experlogix Congurators meets the
demands of todays competitive mar-
ketplace by simplifying the process of
selling customized products, accelerat-
ing proposal development times and
increasing quote-to-order ratios.
Procurement Management
Liaison Software Corp

http://www.liaisonsc.com
800-811-4618 ext. 201
Liaison Messenger EFT
Batch email & fax EFT Remittances to
Vendors pref. Archive internal copy.
Paramount Technologies

http://www.paramounttechnologies.com
248-960-0909
WorkPlace eProcurement
Solutions for Requisition, Purchasing &
Invoice Automation. Options include
PunchOut, Check Request, Budget
Compliance, RFQ, Requisition, PO
Generation, Receiving, Invoice Matching
& Vendor Contract Compliance.

ReQlogic
http://www.reqlogic.com 650-235-1925 ext. 5
ReQlogic
ReQlogic is a browser-based employee
productivity suite that provides solu-
tions for eProcurement, requisitions,
vendor invoices, expense reports and
advanced workow.
Product Lifecycle
Management
QBD Systems
http://www.qbdsys.com 800-743-9003
Universal PLM Integration
Integration w/ PLM s/w incl. Agile,
Arena, Aras, Solidworks EPDM & more.
Purchase Order
Processing Enhancement

Altec
http://www.altec-inc.com
800-997-9921 ext. 1255
doc-link Integrated Document
Management
Capture, workow, output & archive
w/doc-link, Doc. Mgmt. for Dynamics.

Ariett Business Solutions, Inc.

http://www.ariett.com 781-826-1120
Ariett Purchase to Pay
and Travel & Expense
Requisition, Purchase Order Management,
AP Invoice Automation with Document
Manager, Expense Reporting with in-
tegrated Corporate & Personal Credit
Cards, Cloud or On Premise.
Paramount Technologies

http://www.paramounttechnologies.com
248-960-0909
WorkPlace Requisition
and Purchasing
Includes PunchOut, Check Request,
Budget Compliance, RFQ, Requisition, PO
Generation, Receiving, Invoice Matching
& Vendor Contract Compliance.
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Quality Control
Horizons International

http://www.qualityessentialssuite.com
866-949-9504 ext. 811
Quality Essentials Suite
Quality Mgt. System oers decimal preci-
sion, cert. of analysis, non-conformance,
material holds, reporting, data export.
Integrated to Dynamics, Horizons
Manufacturing, also non-integrated
application avail.
Reconciliation

Adra Match
http://www.adramatch.com +44 207 868 5171
BALANCER - Balance Sheet
Reconciliation Software
Balancer allows you to replace cumber-
some spreadsheets and error-prone
manual tasks with a full real-time
overview of the entire balance sheet
reconciliation process. Free up time
and close faster with Balancer.

Adra Match
http://www.adramatch.com +44 207 868 5171
ACCOUNTS Transaction
Matching Software
Accounts is a software solution that
replaces cumbersome spreadsheets
and error-prone manual reconciliations
with a rules driven, automated solution
for all types of transaction matching.

Adra Match
http://www.adramatch.com +44 207 868 5171
RECEIVABLES - Payment
Matching Software
Receivables handles complex incoming
payments your ERP system can't match.
By using three information sources - the
payment le, open invoices and the
customer register - the system matches
all incoming payments.
Reporting
Accountable Software

http://www.accountable.com 610-983-3100
Dynamics Reporting
LIVE Dynamics Data in Excel, SSRS,
SharePoint, Business Portal & the Web.
deFacto Global, Inc.

http://www.deFactoGlobal.com
203-894-1789 ext. 221
deFacto Performance Management
Premier All-in-One Dynamics Financial
& Operational Budgeting, Forecasting,
Consolidation, Analysis and Reporting,
Excel/Web-based. Powerful, Aordable.
Globe Software
http://www.globesoftware.com 701-235-4084
Atlas - Real-time Reporting
& Upload into AX from
Microsoft O ce
Using Atlas, you'll see how real-time two
way data validation integrates between
O ce & AX. Improve your productivity
with self-su cient reporting capabili-
ties as well as eliminating the need to
rekey data.
Solver

http://www.solverusa.com/retail/
310-691-5300
Solver BI360 Suite for Retail
BI360 gives retailers the ability to forecast,
track and analyze product and store
sales, plan more eective promotions,
purchase merchandise that matches
customer regional buying preferences,
and improve sta ng.

Solver

http://www.solverusa.com/healthcare/
310-691-5300
Solver BI360 Suite for Healthcare
Solvers BI360 helps healthcare provid-
ers better manage their performance
through user-friendly planning, bud-
geting, reporting, dashboard and data
warehouse tools running on a cost-
e cient Microsoft platform.
Solver

http://www.solverusa.com/government/
310-691-5300
Solver BI360 Suite for Government
As federal, state and local governments
look for powerful BI solutions to drive
performance and reduce costs, Solvers
dashboards, scorecards, reporting and
forecasting are proving to be invalu-
able tools.

Solver

http://www.solverusa.com 310-691-5300
Solver - BI360 Suite
Both Excel & Web-based Financial &
Operational Reporting, Budgeting,
Dashboards, & a pre-congured Data
Warehouse w/ direct integration to
Microsoft Dynamics.

TARGIT

http://www.targit.com 813-933-4600
TARGIT Decision Suite
TARGIT is the worlds largest Business
Intelligence vendor for companies
using Microsoft Dynamics NAV or AX,
and is recognized by Gartner and BARC
for user-friendliness, visualization, and
innovation.
Total Dynamics Solutions, LLC

http://www.totaldynamicssolutions.com
612-276-5075
Enterprise Business Management
Providing value-added analytical capa-
bilities for Microsoft Dynamics.
Sales Order Processing
Enhancement
Altec
http://www.altec-inc.com
800-997-9921 ext. 1255
doc-link Integrated Document
Management
Capture, workow, output & archive
w/doc-link, Doc. Mgmt. for Dynamics.

Cincom Systems, Inc
http://acquire.cincom.com 877-244-2308
Cincom Acquire
Smart Congure, Price, Quote + Seamless
Integration w/ Dynamics. Close deals up
to 80% faster! See us at Convergence!
Outsmart. Outsell.
Experlogix, Inc.
http://www.experlogix.com
805-504-9729 ext. 712
Experlogix Congurator for
Microsoft Dynamics CRM & ERP
Experlogix Congurators meets the
demands of todays competitive mar-
ketplace by simplifying the process of
selling customized products, accelerat-
ing proposal development times and
increasing quote-to-order ratios.

Liaison Software Corp

http://www.liaisonsc.com
800-811-4618 ext. 201
Liaison Messenger EDD
Batch email, fax, print, archive Invoices,
Statements, Sales Orders, Purchase
Orders to customers, vendors, sales.
Attach supporting documentation.
Use existing reports (GP report writer,
SSRS, Crystal).
Security

Arbela Technologies
http://www.arbelatech.com 949-291-4777
Arbela Security Manager
Arbelas Security Manager radically sim-
plies managing and auditing security,
and enables you to concentrate more
on your investment in Dynamics AX
rather than spending countless hours
securing it. V2009 and V2012.
Fastpath Solutions, Inc

http://www.gofastpath.com
515-276-1779 ext. 410
Fastpath Audit Trail
An 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.
Fastpath Solutions, Inc

http://www.gofastpath.com
515-276-1779 ext. 410
Fastpath Cong AD - Active
Directory integration tool
Simplify Dynamics GP, AX or CRM user
provisioning with Active Directory.
Single interface for managing Dynamics
users improving security, saving time
and money. GP solution oers Single
Sign on functionality.
Supply Chain
Management
Accellos, Inc.
http://www.accellos.com 719-433-7000
Accellos One Warehouse
Fully-integrated warehouse manage-
ment & data-collection for MS Dynamics.
AIM Computer Solutions, Inc.

http://www.aimcom.com 586-439-0300
AIM Vision
Synchronize EDI, material requirements,
lead times & supplier purchases.
Arbela Technologies
http://www.arbelatech.com 949-291-4777
Arbela Technologies
With over 200 years of cumulative ERP
experience, we have congured and
tailored Dynamics AX to t the specic
needs of various industries without
signicant customizations. Gain from
Our Experience.
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Arkieva
http://www.arkieva.com 302-738-9215
(APS) Advanced Planning
and Scheduling
An integrated solution set that fully
supports an organizations Sales and
Operations Planning needs. Modules
include Demand & Supply Planner,
S&OP, Single & Multi-Echelon Inventory
Analyzer and Finite Scheduler.
Armanino
http://www.amllp.com/microsoft-dynamics
925-790-2600
Armanino
A Gold Certied ERP/CRM Partner, we
provide award-winning implementation
and support for Dynamics to meet your
industry-specic needs.
ASC Software
http://www.ascsoftware.com 937-429-1428
ASCTrac
Award winning, scalable, Warehouse
Management Solutions (WMS) designed
to support the demanding requirements
of Distribution, Manufacturing and 3PL
operations, covering the entire Supply
Chain cycle.

Blue Horseshoe
http://www.supplychaindynamicsax.com
317-573-2583
Supply Chain Suite for
Dynamics AX
Unlike other solutions, Supply Chain
Suite embeds industry-specic func-
tionality directly into the business
layer of Dynamic AXs architecture.
Increase revenue, prot margins and
asset utilization.

Data Masons Software

http://www.datamasons.com 866-575-1631
Vantage Point EDI for
Dynamics
Data Masons helps companies lever-
age EDI into a competitive advantage
by providing tight integration with
Dynamics, without customizations.

Demand Solutions
http://www.demandsolutions.com
800-886-3737
Demand Solutions
Demand Solutions oers aordable,
easy-to-use tools for manufacturers
and distributors who want to increase
forecast accuracy, improve customer
service levels and reduce overall inven-
tory to maximize prots.
Junction Solutions
http://www.junctionsolutions.com/products-
solutions/junctionfb-food-beverage/
303-327-8800
JunctionFB for Food & Beverage
Manufacturers
A Field to Fork solution set built into
Microsoft Dynamics AX, providing
360-degree visibility of the entire
value chain, available on-premise or
on-demand.
RockySoft
http://www.RockySoft.com
970-493-0868 ext. 105
Inventory Management and
Supply Chain Planning
Pack Light Supply Chain Mgmt Suite-
Forecasting, Inventory Mgmt, Purchase
Order Planning, Vendor Lead Time
Mgmt, Retail Store Planning and S&OP.
Tax
Avalara, Inc.

http://www.avalara.com 877-780-4848
Avalara for Sales Tax
Automation
Automate and eliminate the complex-
ity of sales tax management with
Avalara. A cloud-based sales and use
tax calculation, exemption certicate
management, lling and remittance
solution for Microsoft Dynamics.
Time and Attendance
Kronos Incorporated
http://www.kronos.com 800-225-1561
Workforce Central Suite
Seamlessly integrates with Microsoft
Dynamics to completely automate the
essential timekeeping, human resources
and nancial processes.

Sierra Workforce Solutions

http://www.sierraws.com 800-822-0973
Sierra Workforce Solutions
Time & labor management solutions
optimizing productivity and data in-
tegration for payroll, HR & job costing
using biometrics, badge, WEB or PC
based time clocks. Includes employee
manager self service.
Trade Promotion
Management
Flintfox International Limited

http://www.intfox.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).
Total Dynamics Solutions, LLC

http://www.totaldynamicssolutions.com
612-276-5075
Enterprise Business Management
Web based, integrated trade manage-
ment for Microsoft Dynamics.
Workflow / Notifications
Altec
http://www.altec-inc.com
800-997-9921 ext. 1255
doc-link Integrated Document
Management
Capture, workow, output & archive
w/doc-link, Doc. Mgmt. for Dynamics.
Datahaven for Dynamics
http://www.datahaven4dynamics.com
757-222-2000
Datahaven for Dynamics
Datahaven is the only scanning, OCR,
and workow solution natively embed-
dednot simply integratedthroughout
the Microsoft Dynamics user experience
and available to non-Dynamics users
from Microsoft Outlook.

Esker Inc
http://www.esker.com 800-368-5283
Document Process Automation
Addressing processes like accounts
payable, accounts receivable, and sales
order processing, Esker solutions enable
companies to automate the reception,
processing and sending of documents
with one platform.
Integrity Data

http://www.u-linc.com
217-732-3737 ext. 0203
U-LINC, Powered By Integrity Data
Workow and notications anytime,
anywhere in Microsoft Dynamics.
Works seamlessly within and across
your existing system, is exible and
easy to use, improving organizational
performance.
MaxxVault LLC
http://www.maxxvault.com/
MaxxDynamics.html 516-880-6800
NEW: MaxxVault
MaxxDynamics, from MaxxVault LLC,
provides a direct link between Microsoft
Dynamics GP, AX, SL and NAV ERP
systems and the MaxxVault document
management repository. Integrated
document management and workow.
Metale Information Systems, Inc.

http://www.metaviewer.com 507-286-9232
MetaViewer Paperless ERP
for Microsoft Dynamics
Enhance your AX, GP, NAV & SL solu-
tions by adding integrated scanning,
OCR, eInvoicing, workow, and AP/AR
Automation.

PaperSavePro
http://www.PaperSavePro.com 877-727-3799
PaperSavePro
PaperSavePro is a Certied for Microsoft
Dynamics document management
and electronic workow solution that
eliminates inherent risks and ine cien-
cies associated with paper.
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Application Service
Provider/ Hosting
Accellos, Inc.
http://www.accellos.com 719-433-7000
Accellos One Warehouse
Fully-integrated warehouse manage-
ment & data-collection for MS Dynamics.
Myappsanywhere by NetStandard

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

Rose Business Solutions, Inc

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

WatServ
http://www.watserv.com
866-531-2598 ext. 2311
Hosting and Cloud Computing for
Microsoft Dynamics ERP and CRM
WatServ is one of North America's largest,
most experienced providers of Cloud
Computing services for Dynamics AX,
Nav, GP, SL & CRM.
Cloud Computing
Accellos, Inc.
http://www.accellos.com 719-433-7000
Accellos One Warehouse
Fully-integrated warehouse manage-
ment & data-collection for MS Dynamics.

Data Resolution, LLC

http://www.dataresolution.net 877-878-9108
ERP Clouds
Data Resolution is dedicated to delivering
private ERP cloud services branded as
the partners brand. We keep all of our
cloud customers optimized & working
24 hours a day, worldwide for the last
11 years.
GoIWx, Inc.
http://www.goiwx.com
952-258-6329
Cloud Hosting Services for
Dynamics ERP and CRM
Simplify your business in the Cloud. 30
day free trials available.
MaxxVault LLC
http://www.maxxvault.com/
MaxxDynamics.html 516-880-6800
NEW: MaxxVault
MaxxDynamics, from MaxxVault LLC,
provides a direct link between Microsoft
Dynamics GP, AX, SL and NAV ERP
systems and the MaxxVault document
management repository. Integrated
document management and workow.

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

Tribridge
http://www.concertocloud.com 877-977-8458
Tribridge Concerto Cloud Services
Concerto Cloud oers Dynamics Solutions
as a Service in a private cloud environ-
ment. Subscription pricing, dedicated
resources, no shared components, and
a complete solution customized to t
unique needs.
WatServ
http://www.watserv.com
866-531-2598 ext. 2311
Hosting and Cloud Computing for
Microsoft Dynamics ERP and CRM
WatServ is one of North America's largest,
most experienced providers of Cloud
Computing services for Dynamics AX,
Nav, GP, SL & CRM.
Custom Development
Sierra Workforce Solutions

http://www.sierraws.com 800-822-0973
Sierra Workforce Solutions
Time & labor management solutions
optimizing productivity and data in-
tegration for payroll, HR & job costing
using biometrics, badge, WEB or PC
based time clocks. Includes employee
manager self service.
Email Marketing
The Partner Marketing Group

http://www.thepartnermarketinggroup.com
605-574-9432
E-Mail Content and Services
Get access 24x7 to an online library full
of unique newsletter content or elect
the full-service options to nurture your
pipeline of leads.
HR & Payroll Implementation
& Consulting
Sierra Workforce Solutions

http://www.sierraws.com 800-822-0973
Sierra Workforce Solutions
Time & labor management solutions
optimizing productivity and data in-
tegration for payroll, HR & job costing
using biometrics, badge, WEB or PC
based time clocks. Includes employee
manager self service.
Implementation Services
Armanino
http://www.amllp.com/microsoft-dynamics
925-790-2600
Armanino
A Gold Certied ERP/CRM Partner, we
provide award-winning implementation
and support for Dynamics to meet your
industry-specic needs.
Client Strategy Group
http://www.csgax.com 216-524-2574
Dynamics AX Done Right!
CSG has proven expertise in: AX
Performance Tuning, Business Intelligence,
and AX 2012 Upgrades.
Sierra Workforce Solutions

http://www.sierraws.com 800-822-0973
Sierra Workforce Solutions
Time & labor management solutions
optimizing productivity and data in-
tegration for payroll, HR & job costing
using biometrics, badge, WEB or PC
based time clocks. Includes employee
manager self service.
Marketing Planning &
Services
Looking Glass Marketing

http://www.lookingglassmarketing.com
614-453-5927
Cost-eective Marketing Solutions
for Microsoft Dynamics Partners
Award-winning outsourced marketing
services including lead generation,
nurture marketing, email marketing,
web design/SEO, content development.

The Partner Marketing Group

http://www.thepartnermarketinggroup.com
605-574-9432
Microsoft Approved Vendor for
Dynamics Marketing Consulting
From strategic marketing plan develop-
ment to the critical daily execution, this
Microsoft experienced team can help
ll your sales pipeline.
Tornado Marketing, Inc.

http://www.tornado-marketing.com
608-213-0377
Marketing Consulting
Tornado Marketing oers high-impact,
highly eective marketing consulting.
10+ years in the channel. Websites. SEO.
Copywriting.
Member Organizations
Dynamic Communities

http://www.dynamiccommunities.com
877-324-8880
Microsoft Dynamics User Groups
- AXUG, CRMUG, GPUG, NAVUG
The User Groups are independent
communities that empower Microsoft
Dynamics users to connect, learn and
share experiences to improve their
use of and ROI on their solution. User
& Partner memberships are available.
OnDemand Trials
Rose Business Solutions, Inc

http://www.goERPcloud.com 855-ERP-CLOUD
ERP Cloud Trials
Test drive precongured Microsoft
Dynamics AX, GP, NAV, and CRM demo
environments with integrated ISV solu-
tions built for the web. goERPcloud
trials help users understand the power
of Dynamics and the cloud.
Partner Support Service
Plumbline Consulting, LLC.

http://www.PlumblineConsulting.com
419-581-2300
Partner Support Services
Leverage our Partner Support Services,
including Support, Custom Development
& Implementation Assistance to expand
your oerings. 25+ yrs.
Services
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KEY: Axapta Great Plains Navision Solomon Customer Relationship Management Retail Management System Point of Sale
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AXUG Magazine
Sales Tax Management
Service
Avalara, Inc.

http://www.avalara.com 877-780-4848
Avalara for Sales Tax
Automation
Automate and eliminate the complex-
ity of sales tax management with
Avalara. A cloud-based sales and use
tax calculation, exemption certicate
management, lling and remittance
solution for Microsoft Dynamics.
SharePoint Development
Armanino
http://www.amllp.com/microsoft-dynamics
925-790-2600
Armanino
A Gold Certied ERP/CRM Partner, we
provide award-winning implementation
and support for Dynamics to meet your
industry-specic needs.
Social Media
The Partner Marketing Group

http://www.thepartnermarketinggroup.com
732-237-8795
Buttery Publisher
Join Dynamics partners on Buttery, a
publishing & lead capture platform that
makes your social, blog & newsletter
marketing more eective!
Training
Accolade Publications, Inc.

http://www.accoladepublications.com
321-206-4690
Training Manuals
User and Training Manuals for MS
Dynamics GP, AX, SL, NAV, and CRM.
Professionally Written--User Readable
from Your Dynamics Education Experts.
Upgrades
Armanino
http://www.amllp.com/microsoft-dynamics
925-790-2600
Armanino
A Gold Certied ERP/CRM Partner, we
provide award-winning implementation
and support for Dynamics to meet your
industry-specic needs.
Client Strategy Group
http://www.csgax.com 216-524-2574
Dynamics AX Done Right!
CSG has proven expertise in: AX
Performance Tuning, Business Intelligence,
and AX 2012 Upgrades.
Writing/ Documentation
Services
The Partner Marketing Group

http://www.thepartnermarketinggroup.com
605-574-9432
Blogs, Case Studies,
Infographics, Websites
Use 'content marketing' to build your
brand and drive prospects into your
sales pipeline.
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Search by keyword, or lter by
Microsoft Dynamics product line,
Industry, Horizontal or Service
oerings with the new Mobile Version
of The List!
Add it to your home screen from:
www.thelistmobile.com
The List Mobile
Pitch the
paper clips.
Go beyond the electronic le cabinet and experience the amazing efciencies
of Paperless ERP from MetaViewer. From AP to AR and HR to the CFO
everyone can share in the benets of 100% paperless transactions.
MetaViewer gives you paperless invoice and order capture with OCR,
automated workflow, real-time visibility and full Microsoft Dynamics

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integration. In Paperless ERP, nothing compares to MetaViewer. So pitch
the paper clips and visit www.metaviewer.com/for-Microsoft-Dynamics.
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