2013 Winter - CRMUG Magazine

winter 2013 • www.CRMUG.com

Magazine

» Social CRM: What Is It and Why Does It Matter?

» User Member

Showcase: Black & Veatch Corporation

» Wildly Creative Ways to Use Microsoft Dynamics CRM

In this Issue:

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winter 2013

In Every Issue

5 From the Director

7 Community News

8 Events

9 Welcome to Our New Members

35 Name That Photo Contest

36 Academy Corner

37 The List, from The Partner Channel

Features

10 Meet the Board

12 To Fear or Not to Fear

14 User Member Showcase Black & Veatch Corporation

16 Wildly Creative Ways to Use Microsoft Dynamics CRM

19 CRMUG Summit Review

20 Member in Action Upward Sports

22 Lead the Way to Better Business

24 Tips & Tricks Automatically Following Records Matching a Condition

26 Microsoft Member Showcase David Pennington

28 Breaking Down Social CRM

32 ISV Partner Member Showcase Xactly

eevveennttsseventsWebinarsJANUARY 9 – CRMUG Summit 2012 Encore – Making

Microsoft Dynamics CRM Dashboards Relevant for AnyoneJANUARY 17 – CRMUG Summit 2012 Encore – 50 Tips in 50 Minutes

JANUARY 22 – CRMUG Summit 2012 Encore – Road Warrior: Using Microsoft Dynamics CRM on the Road

JANUARY 23 – Special Interest Group (SIG): Microsoft Dynamics CRM Admin and IT Support

JANUARY 29 – CRMUG User Group Information and Orientation

JANUARY 29 – CRMUG Summit 2012 Encore – Taming the Beast of Microsoft Dynamics CRM Security

In-person EventsJANUARY 31 – FEBRUARY 1The CRMUG Event – Rome 2013Microsoft Romewww.crmug.com/conferences/rome2013

MARCH 18-21, 2013Microsoft Dynamics Convergence 2013New Orleans, LAwww.microsoft.com/dynamics/convergenceOCTOBER 21-25, 2013CRMUG Summit 2013Tampa, FLcrmugsummit.com/summit2013Registration Opens Spring 2013

Regional ChaptersCRMUG’s Regional Chapter meetings are scheduled on a quarterly basis, with the next round starting in February. Look up your Chapter at www.crmug.com/member-resources/regional-chapters and save the date for a meeting near you!

The event calendar on www.CRMUG.com and the weekly CRMUG® newsletter are your

best sources for the latest CRMUG event information as this list is subject to change.

Events are added weekly, so check back often and get registered for the next exciting

CRMUG event.

membersW E L C O M E T O O U R N E W

Aristech Acrylics LLCBlock VisionBob Pike GroupCumberland International Trucks, LLCFairfax County Government - Dept of Info Tech

This quarter we’d like to feature one of our new CRMUG® Members, sharing a little about who they are and what they do. Welcome

to Susan Hynes of RDC!

Th e Research & Development Corporation of Newfoundland and Labrador (RDC) is a provincial Crown

corporation responsible for improving Newfoundland and Labrador’s R&D performance. RDC works with

regional businesses, academia, and government agencies and departments, making strategic investments in

people, research opportunities and infrastructure.

RDC has been a Premium Member since March 2012. Located on an island on Canada’s east coast, they are

physically removed from the larger Microsoft Dynamics CRM community, but “participation in the online

community has blurred the boundaries and allowed sharing of knowledge, skills, and experience that has

been invaluable for us,” says Susan Hynes, manager, fi nancial operations. Welcome to CRMUG, Susan and RDC! Welcome also to the new Members who have invested in CRMUG Premium membership and

Partner membership this year! At press time, 1,972 individual new Members have joined the CRMUG community, bringing the group’s

grand total of Member organizations to 2,575. Each new Member adds value not only to their own organization, but also to the entire

CRMUG community as they share their knowledge and experiences. Please note that these organizations have given CRMUG per-

mission to share their name publicly.

Farm Credit Bank of TexasHumana, Inc.International Pacifi c Halibut CommissionNTELOSPioneer Metal Finishing

Again, thank you for your contributions, and welcome to CRMUG! If you, too, want to explore the benefi ts of CRMUG

Premium membership and take advantage of membership opportunities, simply visit www.CRMUG.com > Join CRMUG. Our Premium

Members are the lifeblood of our organization and enable us to continue to provide valuable networking, educational events, and

solution-specifi c programming.

CRMUG

Premium Members Added Last Quarter

DFC Consultants, Ltd.Dun & Bradstreet

Premium Partner Members Added Last Quarter

Pokagon Band of Potawatomi IndiansTalentum OyjVvAA Groep bv

Ignify

Wennsoft

Winter 2013 9

8 CRMUG Magazine

Magazine

contentsT A B L E O F

winter 2013 www.CRMUG.com

Magazine

» Social CRM: What Is It and Why Does It Matter?

» User Member

Showcase: Black & Veatch Corporation

» Wildly Creative Ways to Use Microsoft Dynamics CRM

In this Issue:

Advertiser

Index

AssureSign, LLC. . . . . . . . . . . . 15

ClickDimensions . . . . . . . . . . .34

CoreMotives,

a Silverpop company . . . 30-31

D&B (Dun & Bradstreet) . . . . . 4

InsideView. . . . . . . . . . . . . . . . . .6

Microsoft Convergence . . . . . .33

PowerObjects . . . . . . . . . . . . . .60

Scribe . . . . . . . . . . . . . . . . . . . . .2

Whether ’tis nobler to ban social media as the dangerous time waster it threatens to be, or to accept it as a trend too huge to be ignored. Th ose are the choices sales organizations wrestle with today when it comes to the question of

Social CRM. Neither is very appealing. Both are driven by fear.Into that fear-driven conundrum, I interject a third alternative.

Embrace Social CRM, not because it’s a trend you can no longer ignore, but because it will empower your organization to market, sell, and service your Customers more effi ciently and eff ectively. It’s that simple. What’s more, as your sales, marketing, and support teams realize greater success – as a result of using Social CRM tools – you will see CRM adoption soar.True, Social CRM is a growing trend. $2.1 billion. Th at’s

how big Gartner expects the Social CRM industry to be this year (2012). Th at’s 10 percent of the total CRM market and a whopping 147 percent increase over 2011. And it’s not just for consumer sales.

A signifi cant amount of the growth in Social CRM will be attributed to business-to-business applications, according to Gartner’s report, which indicates that about 30 percent of social CRM spending by 2015 will be dedicated to B2B applications. Th at’s especially notable given that those same applications accounted for only fi ve percent of the market in 2011.

Fighting such a wave is dangerous. Yet riding it out of fear is not much better. Either way, you run the risk of missing out on how to use it eff ectively to drive your bottom line.

Social CRM is so much more than frivolous banter and a 140 character “conversation.” And it’s not about technology replacing relationships – a fear many sales organizations have. It’s about using technology to enhance relationship selling and to increase wins.

First things fi rst, let’s defi ne what Social CRM is. For starters, I won’t pretend to come up with the ultimate defi nition; there are probably as many defi nitions as there are social media tools and sites. But I think these two examples explain it well. “Social CRM adds a new dimension to the traditional view of Customer relationship management. Th e focus is on people rather than technology. It’s about joining the ongoing conversations our Customers and prospects are already engaged in – not trying to control them.”

Brent Leary, Co-founder and Partner of CRM Essentials LLC“Social CRM is the connection of social data (wherever it may be) with existing Customer records (CRM solutions) to arm companies with new forms of Customer intelligence.”

Jeremiah Owyang, Partner and Industry Analyst at Altimeter Group

by InsideView

To sum it up, Social CRM is about using social media (social networks, blogs, Internet forums, and any other form of User-generated content) to better understand and engage with your Customers and prospects. Social CRM helps you get to know the people behind the

contact data. It helps you understand what keeps them up at night, so you can propose solutions without wasting their time on fact-fi nding expeditions. It helps you decipher when to reach out, who to engage with, and what to talk about, because it gives you a window into their world. Social CRM doesn’t necessarily mean you need to converse

with Customers via social channels, although that is certainly an option. Its power is found in the intelligence you can glean from these channels – data, actionable insights, and connections – that help you enter into more meaningful, relevant conversations with Customers in whatever way makes sense for both of you, be it by email, phone, snail mail, face-to-face meeting, or Twitter. Let’s get practical. Here are a few examples of how our clients

have become more successful using the social intelligence we provide.

Lead Qualifi cation. Before “Briana,” a lead qualifi cation specialist, picks up the phone, she scans the social intelligence we deliver inside her CRM records to learn about her leads so she can keep them on the phone longer than 30 seconds. Her ineff ective cold calls have been replaced with informed, productive conversations.Sales. One morning “Joe” received an InsideView alert about

a key prospect acquiring their #1 competitor, who happened to be one of his company’s customers. Reviewing the prospect’s

social connections, he found that both his CEO and manager had connections inside the prospect company. He alerted his CEO, and then used his boss’ connection to set up a meeting to begin the sales process while the CEO initiated a high-level conversation to ensure executive sponsorship. Th e result? One alert, plus connections – both derived from social channels – resulted in Joe making quota. Account Management. Relationship manager “Teresa”

checks her Watchlists first thing each morning to keep track of changes in her customers’ companies. One of her biggest customers is very involved in industry blogs, and her Watchlist tracks their blogging activity so she learns right away when a new business initiative or industry development creates an opportunity or roadblock to an upcoming renewal. It gives her a reason to pick up the phone and deepen the relationship.

Participating in online communities that your prospects and Customers are involved in is another form of Social CRM. It helps you learn more about them and begin to establish relationships. You might blog about your brand or comment on Customers’ blogs, host a product demo on YouTube, or respond to a Customer concern expressed on Facebook or Twitter. Th ese are just a few of the myriad ways Social CRM can work for you.

CRMUGInsideView, a provider of sales intelligence solutions for B2B sales and marketing organizations, delivers social customer intelligence inside Microsoft Dynamics CRM, bringing all the social intelligence its clients need into one place, so they can “get in and win.” For more information, visit www.insideview.com.

That is the Social QuestionWhy Embrace Social CRM? » Lead-to-opportunity conversion rates in-crease 30%-50% on average » Win rates grow 10%-15% » Sales rep productivity improves by reducing research time 70%+

» Reduces sales cycle time 20%-50%

INFO

Winter 2013 13

12 CRMUG Magazine

www.CRMUG.com

®

Winter 2013 3

The D&B&BBGlobal Databasbaase

Increase CRM Adoption Across Your Enterprise

The D&B Global Database

Learn more: dnb.com/CRMUG

© 2012 Dun & Bradstreet

215 millionrecords

continuouslyupdated

200+ countriesand territories

D&B360. From the world’s leading source of commercial information

and insight on businesses.

Sales and marketing professionals use D&B360 for:

• Trusted, real-time business data

• Seamless integration with DynamicsCRM

• Time-saving benefits – no need to enter data manually

• Accurate company and contact data

• Visibility into upsell and cross-sell opportunities

360

3+ million corporatefamily trees

100+ million professional

contacts30,000 global data sources

director

Make Time to Collaborate

Tony Stein

FR

OM

TH

E

There is no doubt the CRM industry is astir from all the social activity and relationships

popping up virtually. Additionally, Microsoft’s introduction of Activity Feeds in Microsoft

Dynamics CRM 2011 and its recent acquisition of Yammer infuses a whole new array of

capabilities that we’ll all get to consume in due time. Th is edition of CRMUG® Magazine will

dive a little further into the concepts and technologies that surround Social CRM.

And don’t worry; the social buzz hasn’t eluded CRMUG. We are thrilled so many of you

have quickly adopted CRMUG Collaborate as your one-stop-shop for all things CRMUG.

Introduced at CRMUG Summit 2012 in Seattle, this new social and collaboratively-inspired

community is available to all CRMUG Members at http://community.CRMUG.com. It

allows you to make connections with one another, ask and answer questions, and share

fi les, documents, blogs, and more. It also pulls in the latest CRM industry news and blogs,

CRMUG Regional Chapter meetings, virtual events, and social activities. We hope your

CRMUG experience is enhanced by CRMUG Collaborate as you share in virtual discussions,

stay informed on what’s happening, and fi nd and connect with Members via the Member

Directory. Don’t miss out on the important connections and conversations that are happening

in your community. Within the fi rst month that CRMUG Collaborate was available to

CRMUG Members, 388 messages were exchanged between Members around 126 unique

discussion topics; there were 1,194 blog views, and nearly 1,000 diff erent CRMUG Members

logged on. Albeit virtual, the expertise shared, the connections being made, and the learning

that is happening is credible, real, and engaging.

As you prepare for the new calendar year, I’d like to remind you that your expertise is

warranted and needed within CRMUG. We like to ask, “What is your forte?” Can you

write and share tips and tricks, do you enjoy public speaking, will you share knowledge

on a webinar, and/or will you lead a Regional Chapter discussion or breakout session at

Convergence or CRMUG Summit? We all benefi t by sharing and connecting with one

another, and I encourage you to get off the sidelines and onto the playing fi eld. You hold a

wealth of Microsoft Dynamics CRM knowledge, and you’re encouraged to pay it forward.

Please contact me at [email protected] to let me know your forte. Th anks to all Members

already actively involved, and to those of you who will contribute your Microsoft Dynamics

CRM expertise to the community in 2013, thank you!

Th anks, too, for a great CRMUG Summit 2012. Enjoy CRMUG Collaborate, and we’ll see

you at Microsoft Convergence 2013 in New Orleans. Have a wonderful winter!

Sincerely,

Tony Stein

CRMUG Director

Winter 2013 5

Inside your prospect’s world. Inside their social networks. Inside the issues that matter to them in real time. All inside Dynamics CRM.

Improves Data Accuracy. Boosts WIN Rates. Drives CRM Adoption.

Gets You Inside

Are you an Insider? Sign up today, free.Visit: www.insideview.com/Microso�

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

news

Allmand Introduces Maxi-Lite Mine

Spec Light Tower

Allmand introduced its new Maxi-Lite Mine Spec light tower

line at MINExpo 2012 in Las Vegas. Building on its successful

Maxi-Lite brand, Allmand has taken the Maxi-Lite to the next

level with the Mine Spec series light towers, designed specifically

for the rigorous safety, environmental, and operating demands

of the mining industry. Configured in three distinct models

(Spec I, Spec II, and Spec III), all feature four or six Allmand-

exclusive SHO-HD 1250-watt metal halide lighting system as

standard equipment. The Maxi-Lite Mine Spec with its higher

lumen output per lamp will evenly illuminate more area than

any competitive light tower, even those with the same number of

1500-watt metal halide lights. Greater lumen output means that

fewer light towers are required to illuminate a given area, resulting

not only in lower initial purchase or rental cost, but also in lower

fuel, oil, and maintenance expenses.

Black & Veatch Technology Critical

to World’s First Floating LNG

Liquefaction Unit

Black & Veatch will provide technology and services for the

world’s fi rst fl oating LNG liquefaction, regasifi cation, and storage

unit, called EXMAR EXPORT™. It will be a non-propelled barge

moored to a jetty, supplied with gas by pipeline from an onshore

fi eld in Colombia. (Editor’s note: you can learn more about Black &

Veatch on page 14 of this issue.)

Greenstone Awards $21,000 in

Scholarships to College Students

Eight students at Michigan State University (MSU) and one

student at the University of Wisconsin (UW) have been awarded

scholarships from GreenStone Farm Credit Services. Three

College of Veterinary Medicine awards were presented in the

2012 spring semester, while the remainder of the awards has been

presented for the fall 2012 semester. Scholarship award winners

were evaluated on a wide range of qualifications and are required

to pursue a degree program related to agriculture. “We are proud

to be able to help these young people further their education and

prepare for a career in the agricultural industry,” said Melissa

Rogers, GreenStone’s vice president of marketing and public

relations. “From the field to the boardroom, career prospects in

agriculture are nearly endless and offer individuals the opportunity

to be involved with a booming industry that affects each and every

person around the world.”

Medline Named 2012 Illinois Large

Family Business of the Year

Medline Industries, Inc. has been named the 2012 Illinois Family

Business of the Year in the large company category by the Family

Business Center at Loyola University Chicago’s Quinlan School of

Business. Th e 19th annual awards program recognized “exceptional

Illinois-based family businesses that demonstrate a strong

commitment to business development, family, and the greater-Illinois

community.” Th e award refl ects Medline’s strong commitment to

business, family, and community.

Based in Mundelein, Illinois, Medline is the largest privately-held

manufacturer and distributor of medical and surgical supplies in the

United States. Th e company’s roots date back to 1910 when A.L.

Mills started sewing butchers’ aprons for workers in the Chicago

stockyards and quickly moved on to making apparel for nurses and

doctors. Today, the company is managed by the fourth generation of

the Mills family and has more than 2,400 employees in Illinois and

almost 9,000 worldwide. CRMUG

Community News

Share your big news with the CRMUG® community!

If you have newsworthy events or happenings in your organization that you would like to see published in a

future issue of CRMUG Magazine, please submit the info to [email protected] for consideration. The news

could be related to Microsoft Dynamics CRM, CRMUG, awards, accreditations, or recognition for you, your

teammates, or your organization – the same type of information you might include in your company newsletter

or on the news section of your website. Let the community know what’s happening!

INF

O

Winter 2013 7

events

Webinars

JANUARY 9 – CRMUG Summit 2012 Encore – Making

Microsoft Dynamics CRM Dashboards Relevant for Anyone

JANUARY 17 – CRMUG Summit 2012 Encore –

50 Tips in 50 Minutes

JANUARY 22 – CRMUG Summit 2012 Encore – Road

Warrior: Using Microsoft Dynamics CRM on the Road

JANUARY 23 – Special Interest Group (SIG): Microsoft

Dynamics CRM Admin and IT Support

JANUARY 29 – CRMUG User Group Information and

Orientation

JANUARY 29 – CRMUG Summit 2012 Encore – Taming the

Beast of Microsoft Dynamics CRM Security

In-person Events

JANUARY 31 – FEBRUARY 1, 2013The CRMUG Event – Rome 2013

Microsoft Rome

www.CRMUG.com/conferences/rome2013

MARCH 17, 2013CRM Partner Connections PreGAME

New Orleans, LA

www.CRMUG.com/conferences/pregame

MARCH 18-21, 2013Microsoft Dynamics Convergence 2013

New Orleans, LA

www.microsoft.com/dynamics/convergence

OCTOBER 21-25, 2013CRMUG Summit 2013

Tampa, FL

CRMUGsummit.com/summit2013

Registration Opens Spring 2013

Regional Chapters

CRMUG’s Regional Chapter meetings are scheduled on a

quarterly basis, with the next round starting in February. Look

up your Chapter at www.CRMUG.com/member-resources/

regional-chapters and save the date for a meeting near you!

The event calendar on www.CRMUG.com and the weekly CRMUG® newsletter are your

best sources for the latest CRMUG event information as this list is subject to change.

Events are added weekly, so check back often and get registered for the next exciting

CRMUG event.

8 CRMUG Magazine

membersW E L C O M E T O O U R N E W

Aristech Acrylics LLC

Block Vision

Bob Pike Group

Cumberland International Trucks, LLC

Fairfax County Government - Dept of Info Tech

This quarter we’d like to feature one of our new CRMUG® Members, sharing a little about who they are and what they do. Welcome

to Susan Hynes of RDC!

Th e Research & Development Corporation of Newfoundland and Labrador (RDC) is a provincial Crown

corporation responsible for improving Newfoundland and Labrador’s R&D performance. RDC works with

regional businesses, academia, and government agencies and departments, making strategic investments in

people, research opportunities, and infrastructure.

RDC has been a Premium Member since March 2012. Located on an island on Canada’s east coast, they are

physically removed from the larger Microsoft Dynamics CRM community, but “participation in the online

community has blurred the boundaries and allowed sharing of knowledge, skills, and experience that has

been invaluable for us,” says Susan Hynes, manager, fi nancial operations.

Welcome to CRMUG, Susan and RDC! Welcome also to the new Members who have invested in CRMUG Premium membership and

Partner membership this year! At press time, the group’s grand total of Member organizations is 2,575. Each new Member adds value

not only to their own organization, but also to the entire CRMUG community as they share their knowledge and experiences. Please

note that these organizations have given CRMUG permission to share their name publicly.

Farm Credit Bank of Texas

Humana, Inc.

International Pacifi c Halibut Commission

NTELOS

Pioneer Metal Finishing

Again, thank you for your contributions, and welcome to CRMUG! If you, too, want to explore the benefi ts of CRMUG

Premium membership and take advantage of membership opportunities, simply visit www.CRMUG.com > Join CRMUG. Our Premium

Members are the lifeblood of our organization and enable us to continue to provide valuable networking, educational events, and

solution-specifi c programming. CRMUG

Premium Members Added Last Quarter

DFC Consultants, Ltd.

Dun & Bradstreet

Premium Partner Members Added Last Quarter

Pokagon Band of Potawatomi Indians

Talentum Oyj

VvAA Groep bv

Ignify

Wennsoft

Winter 2013 9

boardMEET THE

LOCATION Washington, DC

EMAIL [email protected]

TITLECRM Business Owner

INDUSTRYFinancial Services

What has been your greatest personal benefi t from being a

Member of CRMUG®? Th e knowledge exchange between the Members. Open discussions

and the willingness to help each other around CRM-related issues have

been very valuable. From a personal perspective, I am happy to support

the CRM community in a leadership role as chairman of the board and

evangelize the community factor of CRMUG across multiple regions

within the U.S. as well as in Europe in 2013.

What was your favorite thing about attending Summit 2012? I enjoyed the interaction with other attendees. Learning about their

successes and challenges. I also enjoyed the Microsoft Conduits,

no matter if they were more around product development or more

strategic in nature. Seeing familiar faces, making new friends, and

socializing with long-term Partners and Users is always a highlight.

Can’t wait for CRMUG Summit 2013!

Andreas Kraemer Wells Fargo

LOCATION Wilmington, North Carolina


TITLEPrincipal Consultant

INDUSTRYSoftware Development


Member of CRMUG?

Th e people, without a doubt. Th e Microsoft Dynamics CRM

community is strong, passionate, engaged, intelligent, and creative.

What was your favorite thing about attending Summit 2012?

Again, I have to say, it comes down to the people. From the Dynamics

Communities team that makes Summit happen to the Partners, ISVs,

and attendees; interacting with people, sharing ideas, helping people

solve their challenges, having an opportunity to reconnect, network,

and learn is what Summit is all about. Unlike Convergence, Summit

is a smaller gathering of people with a focus on learning, sharing,

and connecting, which results in greater opportunities to build

relationships.

Donna Edwards TCC Software Solutions

LOCATION Minneapolis, Minnesota


TITLEDirector of Education

INDUSTRYMicrosoft Partner focused solely on Microsoft Dynamics


Member of CRMUG?

Connecting with organizations who have implemented Microsoft

Dynamics CRM keeps me on the continual cycle of learning and

sharing. Whether it’s information on the technical aspects of the

Microsoft Dynamics CRM application, knowledge of business

processes, or wisdom regarding training and User adoption, the User

group is a wellspring of diverse experiences.


Opening up discussions in the breakout sessions helped the Users

learn as much from each other as they did from the instructor and the

presented materials. People were very willing to share their knowledge

and experience, which made for a rich learning environment.

Gretchen Opferkew PowerObjects

10 CRMUG Magazine

LOCATION Cedar Rapids/Iowa City, Iowa


TITLESenior Manager

INDUSTRYIT Solutions


Member of CRMUG?

Th e ability to network and engage with other Members through

a variety of channels. From webinars, local chapters, online

communities, or Convergence, I have many venues and opportunities

to enhance my overall CRM investment.


To be simplistic, it was amazing to see the overall attendance, to be a

part of a community that continues to grow, and specifi cally, to grow

at such a rapid pace. Overall it was just amazing to see the excitement

and buzz surrounding CRM now and what is coming in the future.

Jeff Beelman Hitachi Solutions

LOCATION Spokane, Washington


TITLEChief Operations Offi cer

INDUSTRYMedical/Healthcare


Member of CRMUG?

Th e networking has been the best benefi t.


I like being able to target specifi c areas where I want to learn more.

Th ere is a wide variety to choose from and many options to get

information.

Rosalee Allan Pathology Associates Medical Laboratories (PAML)

Winter 2013 11

Whether ’tis nobler to ban social media as the dangerous time waster it threatens to be, or to accept it as a trend too huge to be ignored. Those are the choices sales organizations wrestle with today when it comes to the question of

Social CRM. Neither is very appealing. Both are driven by fear.Into that fear-driven conundrum, I interject a third alternative.

Embrace Social CRM, not because it’s a trend you can no longer ignore, but because it will empower your organization to market, sell, and service your Customers more efficiently and effectively. It’s that simple. What’s more, as your sales, marketing, and support teams realize greater success – as a result of using Social CRM tools – you will see CRM adoption soar.

True, Social CRM is a growing trend. $2.1 billion. That’s how big Gartner expects the Social CRM industry to be this year (2012). That’s 10 percent of the total CRM market and a whopping 147 percent increase over 2011. And it’s not just for consumer sales.

A significant amount of the growth in Social CRM will be attributed to business-to-business applications, according to Gartner’s report, which indicates that about 30 percent of social CRM spending by 2015 will be dedicated to B2B applications. That’s especially notable given that those same applications accounted for only five percent of the market in 2011.

Fighting such a wave is dangerous. Yet riding it out of fear is not much better. Either way, you run the risk of missing out on how to use it effectively to drive your bottom line.

Social CRM is so much more than frivolous banter and a 140 character “conversation.” And it’s not about technology replacing relationships – a fear many sales organizations have. It’s about using technology to enhance relationship selling and to increase wins.

First things first, let’s define what Social CRM is. For starters, I won’t pretend to come up with the ultimate definition; there are probably as many definitions as there are social media tools and sites. But I think these two examples explain it well.

“Social CRM adds a new dimension to the traditional view of Customer relationship management. The focus is on people rather than technology. It’s about joining the ongoing conversations our Customers and prospects are already engaged in – not trying to control them.”

Brent Leary, Co-founder and Partner of CRM Essentials LLC

“Social CRM is the connection of social data (wherever it may be) with existing Customer records (CRM solutions) to arm companies with new forms of Customer intelligence.”

Jeremiah Owyang, Partner and Industry Analyst at Altimeter Group

by InsideView

Why Embrace Social CRM? » Lead-to-opportunity conversion rates in-crease 30%-50% on average

» Win rates grow 10%-15% » Sales rep productivity improves by reducing research time 70%+

» Reduces sales cycle time 20%-50%

INFO

12 CRMUG Magazine

To sum it up, Social CRM is about using social media (social networks, blogs, Internet forums, and any other form of User-generated content) to better understand and engage with your Customers and prospects.

Social CRM helps you get to know the people behind the contact data. It helps you understand what keeps them up at night, so you can propose solutions without wasting their time on fact-finding expeditions. It helps you decipher when to reach out, who to engage with, and what to talk about, because it gives you a window into their world.

Social CRM doesn’t necessarily mean you need to converse with Customers via social channels, although that is certainly an option. Its power is found in the intelligence you can glean from these channels – data, actionable insights, and connections – that help you enter into more meaningful, relevant conversations with Customers in whatever way makes sense for both of you, be it by email, phone, snail mail, face-to-face meeting, or Twitter.

Let’s get practical. Here are a few examples of how our clients have become more successful using the social intelligence we provide.

Lead Qualification. Before “Briana,” a lead qualification specialist, picks up the phone, she scans the social intelligence we deliver inside her CRM records to learn about her leads so she can keep them on the phone longer than 30 seconds. Her ineffective cold calls have been replaced with informed, productive conversations.

Sales. One morning “Joe” received an InsideView alert about a key prospect acquiring their #1 competitor, who happened to be one of his company’s customers. Reviewing the prospect’s

social connections, he found that both his CEO and manager had connections inside the prospect company. He alerted his CEO, and then used his boss’ connection to set up a meeting to begin the sales process while the CEO initiated a high-level conversation to ensure executive sponsorship. The result? One alert, plus connections – both derived from social channels – resulted in Joe making quota.

Account Management. Relationship manager “Teresa” checks her Watchlists first thing each morning to keep track of changes in her customers’ companies. One of her biggest customers is very involved in industry blogs, and her Watchlist tracks their blogging activity so she learns right away when a new business initiative or industry development creates an opportunity or roadblock to an upcoming renewal. It gives her a reason to pick up the phone and deepen the relationship.

Participating in online communities that your prospects and Customers are involved in is another form of Social CRM. It helps you learn more about them and begin to establish relationships. You might blog about your brand or comment on Customers’ blogs, host a product demo on YouTube, or respond to a Customer concern expressed on Facebook or Twitter. These are just a few of the myriad ways Social CRM can work for you. CRMUG

InsideView, a provider of sales intelligence solutions for B2B sales and marketing organizations, delivers social customer intelligence inside Microsoft Dynamics CRM, bringing all the social intelligence its clients need into one place, so they can “get in and win.” For more information, visit www.insideview.com.

That is the Social Question

Winter 2013 13

Black & Veatch is an employee-owned, global leader in building Critical Human Infrastructure™ in energy, water, telecommunications, and government services. Since

1915, they have helped their clients improve the lives of people in more than 100 countries through consulting, engineering, construction, operations, and program management.

Black & Veatch implemented Microsoft Dynamics CRM in 2007 after outgrowing a proprietary system and the use of many separate processes across the company. The company primarily uses Microsoft Dynamics CRM for the sales force automation and marketing modules. A project is now underway to go-live with Microsoft Dynamics CRM 2011 in early 2013, and Leslie Guffey, senior analyst for Black & Veatch, is excited about a number of the enhancements they’ll realize immediately.

“We have different operating divisions with unique characteristics, but we also have the need to work as a whole to meet our clients’ needs,” says Leslie. “Things like eliminating the need for java script and the one-to-many forms will make customizations and enhancements much easier than in the past.”

Leslie is also excited about implementing dashboards, with a standard page for most Users and customized dashboards for senior executives, seeing them as another opportunity to drive further User adoption.

Black & Veatch also implemented InsideView in 2011 to gain greater insight into their clients without their Users having to spend the additional time on research.

“We struggled early on with User adoption, and this is something that gives back to our Users, giving them another reason to

open Microsoft Dynamics CRM to see the information that is available on their opportunities,” says Leslie. “We’re a little over a year into the implementation, and we have received feedback from multiple salespeople that they think the product is awesome, and they’re glad to have the tool.”

Tim Thorpe, director of global marketing and communications, shared that Black & Veatch is looking to drive greater usage across the global organization, especially since early reports have found that the information gathered from InsideView in other countries, including the government sector of each, has been valuable.

“In sales, information is power. Knowing what is transpiring and what the key individuals are saying about our marketplace is invaluable,” says Tim. “To win business, we need to know the movements of our clients and competitors related to specific projects. The customized search agents in InsideView give us valuable information to help us be successful.”

From a User perspective, both Tim and Leslie have found that the CRMUG Community, especially the Users they meet at CRMUG Summit and Regional Chapter meetings, has been an asset to them as they prepare for their upgrade and plan how to best leverage the robust information they now have for their clients.

“Meeting with other companies that are local to our market, similar in scale, and have similar challenges has been valuable,” says Tim.

“We’ve also really enjoyed the User-led sessions with people who have done the work already,” says Leslie. “When things come up outside the conference, we’ll be able to follow up with them for advice and an understanding ear.” CRMUG

showcaseu s e r m e m b e rBlack & Veatch Corporation

CompanyBlack & Veatch

Corporation

HeadQuarTerSOverland Park, Kansas

InTervIeweeSTim Thorpe and

Leslie Guffey

emaIl [email protected]

webSITe www.bv.com

eSTablISHed 1915

ToTal workforCe10,000

mICroSofT dynamICS Crm uSer SInCe

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number of uSerS1,200

CrmuG® member SInCe

2009

Gaining from Greater Insight

14 CRMUG Magazine

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

There is a Reason We Used “Wildly Creative”

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

by CRM Software Blog

Companies Use Microsoft Dynamics CRM to Drive Revenue and Serve Customers

Wildly Creative Ways

248The First of

16 CRMUG Magazine

What Do CRM and XRM Really Mean?

While the acronym CRM officially stands for Customer Relationship Management, the word “Customer” can be replaced with “Constituent” in the case of government or with “Member” in the case of non-profits. Same idea, same relationships.

Taking that concept one step further, XRM refers to Anything Relationship Management (they just had to use an “X” to be hip). It’s still Microsoft Dynamics CRM at the core, but the system is so flexible and powerful that businesses are using it for everything from scheduling jet ski rentals to organizing large-scale events to…well, you’ll see. That’s why we wrote this report.

Real-life Examples to InspireCurrently more than two million Users, working at 30,000

companies around the globe, depend on Microsoft Dynamics CRM to manage sales, marketing, and operations. And those organizations look to the 1,200 certified Microsoft Dynamics CRM Partners to solve unique business problems with CRM.

The examples that follow are real, gathered from Partners working with all types of businesses to help them get the most from their CRM software. Any one of these ideas may work for your business, non-profit, or agency. Take the time to think

about how each one might apply to your unique situation.

Predict the Future

Identify buying patterns to predict future purchases. Companies are using purchase information collected

in Microsoft Dynamics CRM to help them market more effectively to their Customers. By analyzing the products that all Customers purchase, you can predict additional products that any one Customer will purchase.

Example: By using CRM to combine multiple external ticketing systems with their historic Customer data, a National League baseball team has deeper insight into their Customers’ buying habits and preferences. This season, the team has already started running promotions to ticket holders based on their past and expected future purchases. Go team!

Predictive analytics with Microsoft Dynamics CRM data can also help you estimate the number of Customers in danger of

being lost, the expected lifetime value of Customers, and the products that Customers are more likely to buy together.

Enlighten a Student

Manage online class registration automatically. Setting up classes in Microsoft Dynamics CRM allows you to track dates, signups, and class documents in one centralized place. When a student registers for a training class on the website, you can easily set up workflows through CRM to ensure each step in the process happens automatically, like:

» Alert the class instructor when someone registers for his/her class

» Send registration confirmations to students » Alert marketing to responses and registration » Send payment information directly into the ERP/

accounting system In addition to automating the registration process, track

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Winter 2013 17

student activity like attendance, grades, certifications, and course evaluations. Also track and report on marketing activities, including social media, to measure the success of campaigns. Now, that

deserves an A+.

Shepherd Your FlockToday’s churches and other membership organizations

need creative ways to manage membership, missions, fundraising campaigns, outreach, and donations. You can make participation easier for your congregation with member spiritual growth paths, volunteer services, event management, and facilities scheduling.

Microsoft Dynamics CRM helps churches do a better job managing:

» Membership services » Volunteers and events » Pledge and contribution programs » New member assimilation » Internal and external communications » Multi-site operations

Because Microsoft Dynamics CRM is fully integrated with Office and Outlook, it’s easy for staff and volunteers to use. Web-based portals give you the tools to work with young parishioners on their

terms. What a blessing!

Breathe EasierFor medical product manufacturers and distributors,

consumer protection is at the top of the priority list. While some companies are satisfied meeting compliance requirements, some are looking for more.

With Microsoft Dynamics CRM, medical device companies can: » Automatically notify product owners of a warning or recall » Answer product questions with confidence using a CRM-based

knowledgebase » Suggest additional products that could enrich a Customer’s life

Tracking products — from medical devices to precision machinery

— when lives depend on them is serious business. Serial number spreadsheets and silos of Customer information can’t support fast response. Microsoft Dynamics CRM gives manufacturers, distributors, and hospitals product lifecycle visibility from source parts to end User. You’ll breathe easier having the information at your

fingertips.

Make an Offer She Can’t Refuse

Keep your sales team laser-focused on the most important leads. With automated lead scoring, you can separate the tire kickers from those ready to drive off the lot.

Example: A motorcycle accessory distributor uses email and social media campaigns to promote their cycle gear to the riding community. The marketing department has used historic data to define the predictors of purchase decision. Each click-through or download is tracked and reflected in the “rating” of the lead.

When the lead reaches a rating of seven, it’s time to send the prospect a promotional offer that she can’t resist. Microsoft Dynamics CRM automatically tracks the values and sends the email when the time comes. Easy riding!

Soak in the View

Provide sales reps with access to all the information they need to manage their accounts in easy-to-see centralized

views. From product inventory and credit history information to photos of the owners and facility – bring it all together.

Example: When a gas station franchise management company wanted to increase sales and cut costs at the same time, they looked to Microsoft Dynamics CRM. Instead of sending sales teams to the field repeatedly, they could give them all the information needed to make a phone sale in a visual dashboard. It’s almost as good as being there in person.

The sales team has relevant conversations with the store manager – they know what products and services they offer and where they are located. They know his sales – probably better than he does and can help him maximize the revenue and manage costs at the gas station. Fill ’er up!

Promote Civic Pride

Government agencies across the country are using Microsoft Dynamics CRM to improve services to the community.

Example: To better serve its roughly 230,000 residents, a city set up a 311 non-emergency call center. In peak months, the center handles up to 400 calls each day resolving everything from trash removal and street repair to non-emergency police calls and environmental code inspections.

Using Microsoft Dynamics CRM, the 311 system helps the city respond to citizen requests more effectively. Because data in the system is stored hierarchically, call center representatives can view related issues when fielding new requests. This contextual information helps representatives be more responsive to citizen questions and issues. Constituent portals, built on Microsoft Dynamics CRM, allow citizens to avoid the red tape and get the services they need while cutting costs for the municipality. Power to the people!

Set Off Alarms

Everyone is busy. It’s easy to put off the call to the hesitant buyer or response to the email about the backorder. But each delay puts your business a little further behind…and you don’t even know it’s happening.

If you spent all your time making sure that every task got done on time, you wouldn’t have time to do anything else. Microsoft Dynamics CRM can be the early warning system for the tasks and activities that fall behind.

Alerts can help keep your team on track to deliver service that will delight your Customers and close deals faster. Just a few of the ways companies are currently using alerts include:

» Parts that had been on order and not received for three days » Repair jobs that had not been started in 24 hours » Sales quotes that haven’t been followed up in two weeks

An alert dashboard will give everyone in the department or company a visual reminder of high-priority tasks. You’ll be able to easily recognize those who work hard to deliver on time. Bonus time!

Over so soon? Check out the additional 16 examples at www.CRMUG.com/news/24wildlycreativewayscompaniesuse CRM.pdf. CRMUG

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

year to continue building relationships, knowledge, and memories.

Top Rated CRMUG Summit Sessions » Automating Business Processes in Microsoft Dynamics CRM » Windows 8 and Microsoft Dynamics CRM Application and Development » Everything You Wanted to Know About ADFS » Upgrading Complex Systems to Microsoft Dynamics CRM 2011 » Making Microsoft Dynamics CRM Dashboards Relevant for Anyone » 50 Tips in 50 Minutes » Road Warrior: Using CRM on the Road » Taming the Beast of Microsoft Dynamics CRM Security CRMUG

“This was my first

conference and it was

a blast. I met so many

great people and learned

so much. I can’t wait to

get back home and apply

the knowledge. Looking

forward to Summit 2013.”

—Robert El, Bob Pike Group

CRMUG Summit 2012REVIEW:

Winter 2013 19

4-1-Won. Th at’s the vision of Upward

Sports. In more clearly defi ned terms,

they want to reach four million kids,

through one million leaders for the

purpose of winning hearts. A lofty

goal, but an important one.

Upward Unlimited, doing business as Upward

Sports, is a Christian sports ministry that

works with churches to provide the best sports

experience in which every child has an equal

opportunity to play while learning life lessons.

“We want to bring children closer to Jesus

through opportunities such as sports,” says

Ken Gibson, database administrator and

business analyst for Upward Sports. “We want parents to think of us as a

safe place for kids to enter sports without putting extra stress on the family.”

Taking the Stress Out

Th ose who have logged numerous hours in the bleachers know the stress of

participating in sports, from lugging, buying, and keeping track of gear and kids to the

number of hours practice, games, and travel to both take.

Upward Sports chose to take as much stress out as possible, scheduling only one

practice and one game per week, focusing instead on providing a fun, safe environment

to learn sport and life skills. While the organizers of each league are churches, the

intention is that this isn’t a traditional “church league” that only plays against other

churches. Instead, Upward Sports desires for the church to be an outreach to the

community, bringing community members into the churches’ safe environments.

“Th e unique thing about our programs is that every kid gets to play. Th ere’s no

better way to learn a skill than to use it,” says Ken. “While we’re not a cutthroat league,

it is competitive.”

Managing a Million Moving Things

In 2012, more than 550,000 children in 48 U.S. states and Canada participated in

Upward Sports’ basketball, cheerleading, soccer, and fl ag football teams.

As if the thought of 555,000 children running around isn’t dizzying enough, the

Spartanburg, South Carolina-based organization works with more than 2,600 church

partners to provide them with everything they need to run the programs, including

training materials, coaches’ playbooks, director and referee manuals, advertising

materials, jerseys, Gospel tools, and awards.

Th e company turned to Microsoft Dynamics CRM to help them keep tabs on those

items and more.

“I was a contractor when we purchased Microsoft Dynamics CRM in 2005,” says Ken.

“We had a diff erent contact management system at that point, where each department

kept information in various spreadsheets. We went to Microsoft Dynamics CRM as

we could see the high growth rate on the horizon and needed a centralized tool to keep

up with our church partners.”

Focusing on

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20 CRMUG Magazine

Upward leadership was already using Microsoft Dynamics GP

and saw the two applications as a natural fi t and a central spot that

everybody could use.

Seven years into their implementation, Microsoft Dynamics

CRM has helped Upward Sports maintain their church partner

relationships, in turn helping the churches run their leagues

effi ciently through workfl ows and automated email messages.

Th e organization has also created a leadership conference series

which serves as a two-day training event for their church partners.

Microsoft Dynamics CRM also steps in there, helping to coordinate

logistical needs such as registration, hotel and fl ight booking, and

catering arrangements.

Help from the Outside

Ken fi rst learned about CRMUG® a few years ago at Convergence,

and through his membership he’s been able to have conversations

with fellow Users regarding workfl ow maintenance, marketing ideas,

and tool usage.

“Th ose conversations have given us a better product in that we’re

able to fi nd answers to questions that we weren’t able to answer on

our own,” says Ken.

Th e organization also has a website component that allows parents

to contact them via a feedback form that is fed directly into Microsoft

Dynamics CRM, giving them a direct link to parents’ suggestions,

concerns, and comments. A league manager tool is also in place,

allowing directors to organize their players into teams.

“Th rough an evaluation process, the directors are able to equalize

their teams so that it’s competitive but doesn’t put fi ve Michael

Jordans against fi ve Ken Gibsons,” says a humble Ken.

Extending Their Reach

Th rough their Upward Sports division, Upward Unlimited has

a great handle on programs for children in Kindergarten through

6th grade through a new division called Upward Stars, and Upward

Unlimited is branching out into club volleyball and basketball for 7th

through 12th graders.

Branching out to these more intense club teams allows those who

want to get more competitive to do so while remaining in a safe

environment. Upward Stars, the club division’s moniker, has found its

foothold, taking over a highly successful volleyball club and building

off the success of its initial club basketball teams.

Rewarding Experiences

for a Database Guy

Ken’s job keeps him in front of numbers and systems, focusing on

the rhythm of Upward Unlimited’s business from a system standpoint.

But the nature of the numbers he sees and the comments from

happy families that come into Upward Sports’ website bring joy

to Ken.

“I’m not really a front-facing type of guy, but it’s great to see the

stories come in and know we’ve made a diff erence in somebody’s

life,” says Ken. “It’s nice to know that my little part here on the back

end has helped to reach a family and create some good in their

lives.” CRMUG

actionM E M B E R I N

Winter 2013 21

Lead the way

2500+

CRMUG User Member Companies

Each icon represents 20 companies

Learn from ExpertsWebinars and online training help all your users stay on top of the latest functionality. Best practices and add-on product information allows you to optimize Dynamics CRM for your business.

Average CRMUG training sessions per year 120 y

32

Maximize Your Return Are you maximizing the return on your Microsoft Dynamics® CRM investment? Chances are that you’re not – and you’re not alone.

CRMUG offers interactive, relevant, affordable training and provides your staff with endless opportunities to learn from and build on the success of other companies and users just like you.

webinars

Special Interest Groups

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Executive Forums

* Premium Members Only

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Meetings

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rage CRMUG ning sessions yeary webinarsww

MicrosoftftConduitessions

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AcademyAcademyAcademyTraining

Discountsss

ip Benefitsnefitsefifittssefitsefits

CRMUG Academy training classes

®

CRMUG CollaborateBecome a part of the popular online

community to connect with Dynamics CRM users who share similar experiences, processes and challenges. Take advantage of discussion boards,

engage with your Regional Chapter and find resources to help you improve the business value

of Dynamics CRM. http://community.CRMUG.com

CRB

eresou

ne

6,200+ members

22 CRMUG Magazine

to better business

Special Interest Groups

Global Branches and Regional Chapters

CRMUG is a customer driven professional organization dedicated to enriching the community and continuing the education of Microsoft Dynamics CRM users. Empowered Dynamics CRM users deliver higher returns on software investment.

50%Functionality of CRM systems not fully used by organizations.

Industry Groups Financial Services Professional Services Public Sector

Role-Based Groups Business User - Sales, Marketing & Service CRM Administration & IT Support Technical/Developer

CRMUG at Convergence

32+

169Recorded webinars in CRMUG Content Library

*

Receive access to the global membership directory to meet

other users

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Discounted or Free Events Each Year

DDDDDDDDooooEEEE

300+

Sessions at the 2012 CRMUG SummitSeCC91

Connect with Dynamics CRM users in similar roles, industries and environments to share best practices and lessons learned.

CRMUG Summit

2012 CRMUG Summit Attendees 353

Become engaged with CRMUG at

www.CRMUG.com

*

Special Inte

Industry Groups Financial Services Professional Services Public Sector

Role-Based Groups Business User - Sales, M CRM Administration & Technical/Developer

CRMUG at CRMonvergenceo eoCConve

Connect with DynamicConnect with Dynamicindustries and environmpractices and lessons l

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

®

Other Groups BI & Reporting Dynamics CRM Online Social CRM

Join your peers for CRMUG-hosted training and networking activities at Microsoft Convergence.

Winter 2013 23

T T&TIPS & TRICKS

Automatically Following Records Matching a Condition

Social CRM:

As related to my recent column regarding Social CRM and

the importance of utilizing the Microsoft Dynamics CRM

Activity Feeds (https://community.dynamics.com/product/crm/

crmnontechnical/b/adopt2win/archive/2012/10/30/unleash-

the-power-of-social-crm.aspx), I want to share how to confi gure

Microsoft Dynamics CRM 2011 to automatically make a User follow

a record that matches certain conditions.

For this tip, I’ve decided to confi gure a workfl ow that will fi re

up for opportunities created with an estimated revenue equal to or

higher than $50,000; it will make the owner’s manager “follow” the

opportunity automatically.

Th e fi rst step is to create a workfl ow: Navigate to Settings >

Processes > New:

Include the condition for your automatic follow on the name of the

workfl ow; this makes it easier to identify in the future:

On the workfl ow, I will select when a record is created and when

the “Est. Revenue” fi eld changes (in case an opportunity is created

with an estimated revenue lower than $50,000 but then is changed to

a value equal to or higher than $50,000).

On the fi rst step of the workfl ow, I will check that the opportunity

is open and that the Est. Revenue is equal to or higher than $50,000:

If the condition is met, we will set the auto-follow by utilizing the

“Create Record > Follow” step:

by Gus Gonzalez

24 CRMUG Magazine

On the “Create: Follow” step, click on the “Set Properties” button

and confi gure your automatic “Follow” record:

Notice how I have selected the owner’s manager on the “Form

Assistant” right navigation pane and set that User as the “owner” of

this “follow” record.

Save the changes and activate your workfl ow.

To test the new workfl ow, I will create a new opportunity with

estimated revenue equal to or higher than $50,000 and follow the

opportunity right away:

My User profi le shows Mark Wilson as my manager:

A few seconds later, after the workfl ow has executed successfully,

the opportunity owner’s manager will be following that record:

You can add more steps to the workfl ow to set more Users or team

members to automatically follow Microsoft Dynamics CRM records

based on a condition. For example, if an opportunity is owned by User

A, set Users B, C, and D to automatically follow that opportunity.

Th is is another way to exploit the social capabilities of Microsoft

Dynamics CRM 2011. CRMUG

Gus Gonzalez is a solution architect with Zero2Ten, Inc. He can be

reached at 404-669-6567 or [email protected].

Winter 2013 25

David Pennington

has been with

Microsoft for

more than

fi ve years, the

last year and a half of it on the

Microsoft Dynamics CRM

team. We sat down with David

to talk about the phenom of

Social CRM and how his

team thinks it will help User

organizations make the transition from

using Microsoft Dynamics CRM as a data entry tool to using it as a

business intelligence tool.

CRMUG: How does your team defi ne Social CRM?

David Pennington (DP): Social CRM is less about you and your

organization, and more about an opportunity to hear your Customers’

voice. A Social CRM strategy should be purposeful, helping you

listen to both internal teams and external constituents in your eff orts

to drive to successful outcomes.

Businesses today need to connect their employees with their

vendors and Customers using the devices those individuals prefer.

Th is is a critical part of becoming what we call a “Dynamic Business.”

I don’t believe that the current social connections will replace phone

or email, but they will become a big component of how people

connect as it’s another way to engage with your business, giving you

an avenue where you can listen, support, and respond, all in a tool

where people want to interact. In your journey to become a Dynamic

Business, Social CRM helps you keep your Customers’ wants and

needs at the center of everything you do.

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

everyday work?

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

demands you must contend with. Marketing professionals need to

tap into the voice of the Customer to get valuable feedback so they

can eff ectively broaden the reach of their marketing message. Sales

professionals need to easily keep track of the network of people and

business events so they can close deals. Customer care professionals

need to identify and resolve Customers’ issues through an ever-

increasing array of communication channels.

Microsoft Dynamics CRM in conjunction with social media

channels helps people communicate better so you can stop using

Microsoft Dynamics CRM as merely a place to keep Customer

records and turn it into a market intelligence vehicle, unlocking the

skills and expertise your people bring to their jobs.

CRMUG: How does the acquisition of Yammer contribute to

Microsoft’s strategy for Microsoft Dynamics CRM?

DP: Continuing on the topic of communicating internally and

externally, organizations are constantly seeking new ways to

facilitate simple, eff ective, and context-based communication

and collaboration for their employees, Partners, and Customers.

Enterprise social networks such as Yammer provide a powerful yet

simple means to achieve this objective.

Yammer is a big bet for Microsoft as it will serve as the conversation

layer across the Microsoft portfolio. Th e December 2012 service

update will deliver the fi rst phase of Yammer integration as the social

layer for Microsoft Dynamics CRM, enabling you to post messages

from Microsoft Dynamics CRM to Yammer and vice versa. Th ese

messages can relate to Microsoft Dynamics CRM records and events

or even documents, and people using Microsoft Dynamics CRM can

follow leads, accounts, contacts, opportunities, and cases that they

are interested in or responsible for, keeping them up to speed on what

is important to them.

Th ere’s also a collaboration aspect with Yammer, enabling people

to collaborate with colleagues inside their organization or with

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26 CRMUG Magazine

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Customers, Partners, and other stakeholders. Th is collaboration makes Yammer the holy

grail for Customer insight because information that was previously not shared between

departments – say services to marketing – can be shared and tracked, enabling you to bring

your whole organization into the process.

Additionally, people can participate in social conversations directly within Microsoft

Dynamics, through the Yammer website and desktop application as well as mobile devices

from Microsoft (Windows), Apple (iOS), and Google (Android), which means that even if

you’re not in Microsoft Dynamics CRM, you can still get and share information.

CRMUG: How about the MarketingPilot acquisition? What will that bring to the table?

DP: MarketingPilot is a critical investment to further our goal of having a full, end-to-end

business scenario across marketing, sales, and Customer care. Microsoft Dynamics CRM

is terrifi c as a platform, but to increase the velocity of businesses to provide true value, it’s

important for Customers to be able to leverage the platform for their marketing activities.

MarketingPilot will help us provide integrated marketing management solutions so companies

can reach their Customers through automated marketing campaigns that measure ROI and

optimize their interactions across channels.

CRMUG: When will it be integrated into Microsoft Dynamics CRM?

DP: We’ll be sharing more information about MarketingPilot’s integration at Convergence in

March 2013.

CRMUG: What are some of the new features we can expect in the coming year?

DP: In addition to the Yammer integration, the December 2012 service update includes an

expanded range of supported browsers to give more fl exibility in the devices and platforms

people use, embedded Bing® maps to add location context for addresses in the system, and

support for Microsoft Offi ce 2013 across Outlook®, Word®, and Excel®. Developers will be

excited about the new cloud extensibility options and a bulk data API that will help them work

on large datasets in Microsoft Dynamics CRM Online.

You can check out the full list of features at crm.dynamics.com/en-us/polaris. Th is website

also features the new Statement of Direction, which outlines our key investment areas for the

next 36 months.

CRMUG: What are some simple ways someone can start using the information they’ve

pulled into Microsoft Dynamics CRM from social media?

DP: One of the things we hear is that everybody is interested, but they’re not sure how to start.

Th ere are diff erent ways to leverage social media. First, you can listen, monitor, and dissect to

discover trends. Th ere’s not a lot of risk of listening without engaging. It’s when you choose to

respond that you have to make sure you have the right resources in place. If you engage, you

need to have a plan that allows you to continue to do so over time or it will seem like you’re

pulling back and no longer care. We’ve identifi ed six ways for people to engage their business

in social media (see sidebar for that list), but the most important thing is to get key stakeholder

and executive support for whatever you decide to do.

Most successful companies have a team approach to selling and service, and the best way

to do that is through tools that give your team the information they need so they are having

the right conversations and driving toward the best outcomes for all involved. Companies who

really want to diff erentiate themselves from their competition need to examine how they are

enabling their people to have eff ective relationships with their Customers. Moving beyond

transactions, and having tools that empower relationships, is the key to success. CRMUG

Six Ways

to Engage

Through Social

Media

» Listen – Listen,

monitor, and dissect

social conversations to

uncover trends and key

infl uencers.

» Engage – Conduct a

dialog with stakeholders

to inform, respond, and

infl uence.

» Amplify – Utilize

communities to

broadcast your message

and drive awareness.

» Solve – Harvest and

reuse community

knowledge and connect

Customers to solve

problems.

» Innovate – Identify

business opportunities

and ideas through

crowd-sourcing

communities.

» Analyze – Measure buzz,

calculate stakeholder

sentiment, and

determine impact.

For more information

on Social CRM, visit the

Microsoft Dynamics CRM

team’s whitepaper at

http://go.microsoft.com/

fwlink/?LinkID=260807.

Winter 2013 27

“Social CRM” is a phrase that is used almost as often as “the cloud,”

but what exactly is Social CRM? According to Gartner, it’s a

“business strategy”, but what does that mean? Social CRM is

one of many elements in the social space that organizations can

leverage. To determine which area of social is right for you, take

a look at the following social quadrants:

-

In the fi rst quadrant we see public social media.

Th is is essentially an outreach and brand awareness

tool for organizations. Many organizations are

already leveraging this via Facebook page(s), Twitter

hashtags, and LinkedIn groups. Th ere are many more

opportunities than this, but the important thing is

that it’s an outreach tool.

Social CRM is another, more focused area of social.

An example of this is an organization that is listening

to the social web and automatically pulling in relevant

information from Customers and prospects, and

attaching that information to their respective account

inside of your CRM. A simple example of this is when

a Customer tweets something that mentions your

organization’s hashtag or Twitter account, and so it

automatically is pulled into your CRM and attached

to the individual record. You might have a workfl ow

in place to automatically route to the communications

department so they can view and respond. Before

doing so however, the communications staff gets

to see who the Customer is, the products they have

purchased, and potentially any product or service

reviews they may have written. Th ey may also see

how much “Klout” the Customer/prospect has (Klout

is a way of measuring a person’s social infl uence).

Another example is when a prospect posts a

message to your LinkedIn group. Th is might be

routed to the sales department, which can then see

mutual friends as well as show an overview of the

person’s interests, etc. It may turn out that he or she

is friends with several other happy Customers. Th is

gives your salesperson a few common touchpoints to

connect with and ideally sell or upsell the prospect.

(Of course, you have to be a little careful with this

since you don’t want to come across as a stalker.)

Social software in the workplace is usually leveraged

by much larger organizations and is becoming

increasingly popular with SMEs. For example, Deloitte

recently implemented a social solution to help with

knowledge and talent management. Considering

Deloitte has about 200,000 employees around the world,

it’s no wonder the company is trying to improve internal

communication and collaboration. By implementing

social in a way that is not intrusive, yet always available

with no additional eff ort (such as activity feeds always

present on the desktop), companies have an opportunity

to reduce costs by improving effi ciency.

Externally-facing social software probably holds the

most potential for Customer-centric organizations.

Th is is an opportunity to get your constituents

engaged. Conceptually this is very much like the “social

software in the workplace”, but it focuses on prospects

and Customers versus staff . For example, some

organizations already provide some kind of Customer-

to-Customer collaboration software such as a listserve

or online forum; some allow them to fi nd and connect

with each other or perhaps share fi les. Now consider

wrapping all this into one comprehensive, knowledge

management-focused online community (a private

version of LinkedIn which fully integrates into your

28 CRMUG Magazine

CRM). Th e end result can be a valuable Customer proposition that can

disrupt and even replace what Customers have traditionally recognized

as your most valuable services. Online collaboration does not suff er

from the same limitations as in-person networking and collaboration;

indeed there are no time and location restrictions, and any Customer

could potentially participate at any time from any location. One

of the often overlooked benefi ts of this type of the engagement is

the ability to measure. Typically, any and all online engagement in a

community platform is measured in a way that allows the organization

to benchmark its success and ultimately, its relevance to its Customers.

Many organizations are heading in this direction, realizing there are

many emerging opportunities to get Customers engaged using an

online medium while at the same time demonstrating a new level

of transparency and authenticity. Higher Logic is a good example of

this. By allowing Customers to network together and ask each other

questions about our software, we’ve recognized a direct, 70 percent

reduction in support costs with an improved net promoter score.

So now that you understand the core social quadrants, which are

you more interested in: Outreach (the public networks), listening

(social CRM), employee-focused social (improving effi ciency within

the org), or externally-facing social software (improving transparency,

reducing operating costs, building Customer loyalty, and enhancing

the sense of community)?

Andy Steggles is the president and chief social strategist at Higher Logic,

LLC. He can be reached at [email protected].

Applying the Four Quadrants

Andy outlined four areas of Social CRM: public social media, social CRM, social software in the workplace, and externally-focused social software. We talked to four individuals who are actively working in each of the four areas to get their take on why social CRM is more than a buzz word.

Cheryl Strege is the president of Th e

Partner Marketing Group and has more than

20 years of experience with the Microsoft

Dynamics community. Cheryl and her team

are advocates of social media as it puts you

where your Customers are and visible when

they’re ready to make a purchase.

“You can simply walk into any coff ee shop, airport, or hotel

lobby and count the number of people on their mobile devices to

realize how connected we all are to social media. Using Facebook,

LinkedIn, Twitter, and the other tools is an easy way to build your

brand, connect with your community of buyers, and strengthen

your network of partnerships. Establishing your online brand

takes a little time, and you have to work at it consistently, but

the rewards in terms of new Customers, new projects, and new

relationships is well worth it,” says Cheryl.

Ryan Teeples is an independent consultant

who has worked with CRM products since 2000.

He works as a marketing consultant, currently

focused mostly on non-profi t organizations,

and has an interest in the collection of data and

how it aff ects the marketing process.

“I’ve seen nonprofi ts do a good job of pulling information in from

Facebook and other tools, and fi nding degrees of separation to meet

people they didn’t know before,” says Ryan. “Figuring out what types

of data to collect and how it will be useful working with your clients/

constituents/donors is a big job, but a necessary fi rst step.”

Ryan sees a lot of potential for nonprofi ts and other User

organizations to use Social CRM to build their businesses and

have meaningful interactions with their clients, but he stresses

that a strategy needs to be in place for the organization to be

the most effi cient. He also might have a bit of partiality since

consultancy is his bread and butter, but he recommends that

organizations look outside themselves to fi nd the expertise they

need to create an eff ective Social CRM strategy.

“You might have good people internally, but unless they’re

immersed in Social CRM, you’re behind,” says Ryan. “Don’t be

afraid to ask for help. Understanding the full scope of Social CRM

is diffi cult, but the strategy needs to be there fi rst.”

Paul Cielinski, practice lead for

Concurrency, helps Users be more effi cient

with Microsoft Dynamics CRM by working

with them to create workfl ows and alerts that

help with their organization’s productivity.

Products such as Profi ler from Broadlook

Technologies do Internet searches to fi nd new information on

Users’ selected clients. When new information is found and

loaded into Microsoft Dynamics CRM, an email is then sent to

the contact’s manager so they can act on the new information.

“You can be sitting at your house on a Saturday, get the

notifi cation, and then act on it,” says Paul. “One of my best

examples of using this type of information is that I noticed

that one of my Partner contacts had hired a new CEO. Profi ler

found this information on a published news page that was not

connected to their company news page, so you couldn’t see the

update if you just went to their website.”

“Let’s say you’re an account executive and are assigned 100

contacts – or maybe even 50. Th ere is no way to keep on top of

the information for all of these companies without some help,”

says Paul. “Building these types of alerts is a cool way of using

social inside of Microsoft Dynamics CRM.”

CRMUG® launched a Member networking

tool, CRMUG Collaborate, in October 2012.

Collaborate is web-based opportunity that

enables CRMUG Members to connect, learn,

and share in an online environment. At a high

level, Collaborate takes the value you fi nd at

events such as CRMUG Summit, webinars, and Regional Chapter

meetings and makes it available to you at all times.

Only one month after Collaborate’s launch, more than 1,000

CRMUG Members have logged in, and 402 messages have been posted

on 132 unique discussion threads. Th at’s a lot of collaborating in a short

amount of time! One of our fi rst Members to sign into the tool, Rudy

Chavez of Trek Bicycle Corporation, has great hopes for Collaborate.

“Collaborate is a great tool. It’s an opportunity for Users to go

out there and learn about challenges other people are having,

post questions, and, in general, to create awareness about hot

topics in the CRM environment. I highly recommend you join it

and contribute,” says Rudy.

Join the conversation at community.CRMUG.com. CRMUG

-

Winter 2013 29

20%Email34%

AdWords

Website23%

Socia10%

Forms13%

MARKETING MARKETING P

www.coremotives.com | [email protected]

al

POWER FORPOWER FOR

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

Xactly provides Xactly Incent™, a software that helps organizations of all sizes automate their sales compensation plans, enabling them to motivate their teams, keep on track with company goals, and control expenses.

CRMUG: How did Xactly get its start?Erik Charles (EC): We started in the enterprise software business but came to the realization that the future was in the cloud as on-premise software has a lot of problems that get in the way of business. The larger the customer base, the harder to keep them updated.

We changed our business to become a multi-tenant Software-as-a-Service provider. We live and breathe the cloud, and are the only player in our space that’s true cloud. The United States-based businesses spend $100 billion more on sales compensation than the government does on defense each year.

There needs to be software to manage this – it can’t be a calculator. Gartner puts the error rate on sales compensation at three to 10 percent. That is a lot of money. Having a bad sales compensation plan can have a huge impact your bottom line.

CRMUG: How is Xactly Incent integrated with Microsoft Dynamics CRM?EC: Incent is a standalone product that takes a feed from your ERP system for transactional data. From that feed, you can determine who gets credit for deals. You can also see sales professionals’ performance against quotas, margin versus revenue, and track contests.

All of that information is served up on a web page where sales reps can log in and see what they’ve done for the month, how much they’ve earned, and where they’ll be if they close three more deals before month end. To them, it’s a seamless path of information that they can access on their computer or on a mobile device.

CRMUG: How do you continue to innovate your products?EC: We drop new features every month, and all Customers get them in an automatic push. That’s another thing with cloud-based technology. It’s changing people’s thought processes. You used to have to wait for versions to come out. Once you go to the cloud, you can release updates every Friday if you want to.

Support for tablets is already here, and we’ve added a game slant to the product where sales reps can participate in contests and earn badges.

CRMUG: What do Users like most about Incent?EC: They love the fact that they own it. When they want to make an alteration, they make it themselves. They don’t need us to do it. Sales reps love seeing their money. They can open an opportunity in Microsoft Dynamics CRM and see how much that opportunity will be worth if they close it today.

CRMUG: Hopefully they’re not just doing those calculations all day!EC: That’s the thing. Sales reps are already doing it. Instead of them playing around with an Excel spreadsheet, we make it a single click. We also make CRM sticky. One of the biggest problems with CRM is getting sales reps to use it. How do you get them to use CRM? Put their money in it.

companyXactly

intervieweeErik Charles, senior manager of

product marketing

Headquarters San Jose, California

pHone 949-439-3555

email [email protected]

website www.xactlycorp.com

establisHed 2005

crmug® partner member since

2012

Xactly

“Support for tablets is already here,

and we’ve added a game slant to the

product where sales reps can participate

in contests and earn badges.”

Erik Charles (left) and Bryan Shires at CRMUG Summit.

32 CRMUG Magazine

showcaseISV partner member

Our Customers say their CRM use has improved, and they have better forecasts. They also have fewer errors as the sales reps are another eye on auditing and can see rekeying errors. If a sales check would be impacted, they can click a button in the tool to tell the administrator about the problem. That process is tracked, and the invoice can be checked. CFOs love us. They close their books faster and don’t have to go back into the books to correct errors.

CRMUG: What do you like most about what you do?EC: Part of my role is as an incentives strategist. There’s a fantastic science in motivating behavior, and we get to take technology and really apply it. I love to see the impact of a well-written contest or spiff.

We’ve been working in partnership with MIT, and they’ve been using some of our dataset to see the impact of those programs. With

a dataset of 500 clients, seven years of data, several terabytes of data, and $6 billion in annual payments, we have better data than anyone else. It also means that when I say that two quotas work best and more than five quotas is bad, it’s truth based on fact.

CRMUG: How long does it take a User to get up and running with Incent?EC: Our products are fast to implement – up to a month for small companies and a couple months for large organizations. We’ve put a lot of effort into usability, making it very easy to build reports once and then automatically pull the report when the information is loaded. If a CFO wants to see something, they can see it and don’t have to ask somebody to create the report.

We’re constantly talking about best practices and rethinking how people look at data. We sell software, but we want to sell solutions. CRMUG

Attend Convergence 2013:• Learn how to make the most of your

Microsoft Dynamics solutions

technologies

• Build key business connections with peers and Microsoft experts

Register today! www.microsoft.com/dynamics/convergence/

March 18-21, 2013New Orleans, LA

Microsoft

Winter 2013 33

This is a shot of the Market Theater Gum Wall, which is located in downtown Seattle. The photo was taken during CRMUG® Summit, and we’re wondering if you can think of any ways to tie together the merits of this super-sticky landmark and Microsoft Dynamics CRM. Once you have an idea, simply email your submission to [email protected]. The winner’s submission will be printed in the magazine’s next issue.

contestName ThaT PhoTo

re

su

lts

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

Winter 2013 35

academy

Speaking of great minds – are you one of them? Contact [email protected] if you’d like to share your

expertise in the Academy arena.

corner

Alex Fagundes, chief information officer of PowerObjects, and Mitch Milam, chief technologist of CRM Accelerators,

have been teaching CRMUG® Academy courses for the past two years. Given their titles alone, that’s some powerful mindshare. Cap that off with the fact that both of these gentlemen have been awarded with Microsoft MVP (Most Valued Professional) status, and we are incredibly glad to feature them as course instructors! We caught up with Mitch and Alex to pick their brains on a few Academy-related topics.

Their expertiseWhile Alex and Mitch each have a well-rounded knowledge of

Microsoft Dynamics CRM, they also each have their own sweet spots when it comes to what they like to teach. Alex focuses primarily on upgrading, troubleshooting, and performance issues, and Mitch focuses on development framing.

Value for YouGetting in front of a class on these topics and more is

rewarding for Alex and Mitch as it gives them the opportunity to help Users solve problems and see what others are doing with Microsoft Dynamics CRM.

“When Users get to see real-life examples, they aren’t just reading books,” says Alex. “We teach things the way they actually are.”

hands-on helpsThat’s not to say that reading books isn’t a helpful way to

learn, but attending a class where you’re able to sit in front of your computer with Microsoft Dynamics CRM loaded and run through exercises gives you a hands-on experience that a book or lecture session can’t touch.

“I write my own course material and share what I’ve learned so Users don’t have to learn it the hard way,” says Mitch. “During the class I watch the students perform the tasks and help them out, reinforcing that they understand what I’m talking about.”

Classroom SuccessThat type of learning often translates to success for Users,

enabling them to enhance their professional skills and potentially solve problems they’ve been having with their implementation.

“At this fall’s CRMUG Summit, I had a User tell me that something that came up during a fellow User’s question helped them figure out how to solve a recurring problem they’ve been having with their implementation,” says Alex.

Next Steps Want to take a class from Alex, Mitch, or one of the other great

minds in the Microsoft Dynamics CRM community? Learn more about CRMUG Academy at www.CRMUG.com/member-resources/academy or contact [email protected]. CRMUG

ale

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36 CRMUG Magazine

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

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

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

Welcome to The List from The Partner Channel®! The List is a tool that

enables you to quickly and easily fi nd products specifi c to industries,

business process functions and various services provided by third-party

companies that extend the Microsoft Dynamics® family of products.

The List is updated quarterly and is available as a PDF document at:

www.thepartnerchannel.com/the-list

Industry...................................................................Page 38

Horizontal................................................................Page 45

Services...................................................................Page 57

The List Table of Contents

The List from The Partner Channel® is your tool for fi nding the solutions available from Microsoft Dynamics® Partners. Review the various industry,

horizontal and service off erings available and you may just fi nd exactly what you’ve been looking for! The List is unique in that it shares only those

solutions and services that work with the Microsoft Dynamics product line. We want you to spend time using the solution, not looking for it.

If you have a product or service that you would like included on The List, please contact [email protected].

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

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

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

38 CRMUG Magazine

Agriculture

Encore Business Solutions www.encorebusiness.com 888-898-4330 ext. 314 REAP - Renewable Energy Agricultural Processing Manage commodity procurement, contracting, settlements, inventory & BI.

Joesoftware Inc. www.joesoftware.com • 780-990-0220 Livestock Accelerator Producer Management and Livestock Movement/Quality Tracking accelerator for Dynamics CRM.

Northlake Partners www.TheNorthlakePartners.com • 425-773-9606 BluWare - Commodity Procurement Manage harvest, hauling, & purchasing of crops, grain, & fi sh. Specify prices by commodity & automate deductions & taxes. Manage unlimited Farmers & Fields and complete 'Delivery Tickets' to become Payables in GP.

Apparel

Lanham Associates® www.lanhamassoc.com • 678-379-4200 ext. 105 EDI EDI your way: Cloud, Full-Service, or Complete Control. Total solution in-cluding AS2 and VAN for Lower Cost of Ownership. More documents than any other provider for NAV. Great references. Quick startup available.

Automotive

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

Data Masons Software

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.

Chemicals

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

Horizons International www.hzs.com • 800-287-8014 ext. 811 Quality Essentials Suite Quality Mgt. System off ers decimal preci-sion, cert. of analysis, non-conformance, material holds, reporting, data export. Integrated to Dynamics, Horizons Manufacturing, also non-integrated application avail.

Vicinity Manufacturing

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

C hurches and Ministries

BGE, Inc. www.bgeinc.net • 877-656-8800 FundVision Powerful fundraising, donor man-agement software for nonprofi ts to cultivate prospects; stay in touch with constituents; track campaigns; integrate w/Dynamics GP. Support Check Scanner, CC Processing, web donations.

Construction

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

Consumer Packaged Goods

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

Arbela Technologies www.arbelatech.com • 949-291-4777 Industry-Tailored Dynamics AX Solutions With over 100 years of cumulative ERP experience, we have tailored Dynamics AX to fi t the specifi c needs of this industry. Gain from our experience and maximize the return on your AX investment.

Business Systems Integrators

www.BSIEDI.com • 866-871-2097 EDI BSI provides superior EDI solutions for AX & GP, both on-premise & SaaS.



Flintfox International Limited

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

Lanham Associates® www.lanhamassoc.com • 678-379-4200 ext. 105 EDI EDI your way: Cloud, Full-Service, or Complete Control. Total solution in-cluding AS2 and VAN for Lower Cost of Ownership. More documents than any other provider for NAV. Great references. Quick startup available.

Lanham Associates® www.lanhamassoc.com • 678-379-4200 ext. 105 ACE - Advanced Commerce ERP EDI, ASN, Ship/Carrier Manifest, Labels, Bar-Coding, TP Compliance, WMS, Fcst & Replenishment. Highest quality in one total solution rather than 7 dispa-rate ones. 88,000+ users worldwide. Unprecidented visibility.

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

Cross Industry Solution

Arbela Technologies www.arbelatech.com • 949-291-4777 Centralization Solutions For Dynamics AX Arbela's Master Data Centralization for Dynamics AX introduces the Universal Company concept which holds and man-ages the enterprise-wide master data

for sharing across multiple companies.

Ariett Business Solutions, Inc.

www.ariett.com • 781-826-1120 Ariett Requisition, Travel & Expense Requisition, PO, AP Invoice, Expense Reporting, Document Manager, Credit Cards, Mobile Apps in the Cloud on Microsoft Azure.

AssureSign LLC

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

Bottomline Technologies www.bottomline.com/createform_AX 800-472-1321 Create!form® Complete document & payment automa-tion. Customize & deliver Dynamics AX output, including MICR checks. Easily reformat data, building "intelligent forms" for print, fax, email, archive or web.

Bottomline Technologies www.bottomline.com/Transform_Filer_for_Sharepoint • 800-472-1321 Transform Filer for SharePoint A powerful, easy-to-use document stor-age and retrieval solution for SharePoint®. Index and fi le paper or electronic docu-ments from any business application with a single click.

Bottomline Technologies www.bottomline.com/TransformAP_for_Sharepoint • 800-472-1321 Transform® AP SharePoint®-based AP automation solu-tion for capture, approval workfl ow & reporting plus integration to Microsoft Dynamics. Streamlines AP processes, reduces processing costs & increases visibility.

Industry IN

DU

STR

Y


Winter 2013 39

Business Computers Software, Inc.

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



Datahaven for Dynamics www.datahaven4dynamics.com • 757-222-2000 Datahaven for Dynamics Datahaven is the only scanning, OCR, and workfl ow solution natively embed-ded—not simply integrated—throughout the Microsoft Dynamics user experience and available to non-Dynamics users from Microsoft Outlook.

Encore Business Solutions www.encorebusiness.com 888-898-4330 ext. 336 Advanced SmartList Enhanced analysis of SmartList data. Ad-hoc reports & queries on the fl y. Sort, fi lter & re-order columns easily. Sum groups of info fast.

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

EthoTech, Inc. www.ethotech.com • 678-384-7500 ext. 1

NEW: Customer Service CollectionEnhance SOP: check for duplicate PO’s; assign credit limit process holds; move sales docs between batches; print shipping labels; show apply info on SOP docs; view unallocated inventory & expected receipt dates.

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

ImageTag, Inc. www.imagetag.com • 480-753-9300 KwikTag Document Capture & Workfl ow for Dynamics Powerful. Practical. Proven. More choose KwikTag's document & case mgmt.

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

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

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

JAT Computer Consulting, Inc. www.jatnet.com/JPI.htm 888-525-8874 ext. 462 JAT Payroll Interface (JPI) JPI is a bi-directional integration linking GP HRM and ADP payroll.

kCentric Technologies Inc

www.k-ecommerce.com 514-973-2510 ext. 226 k-eCommerce ecommerce solution B2C, B2B, customer service, SEO, CMS, seamless real time integration to Dynamics AX, GP, NAV, CRM, multilin-gual, multi-currency SaaS, On Premise.

KTL Solutions, Inc. www.ktlsolutions.com • 866-960-0001 Development - Microsoft Dynamics GP 13 yrs developing GP customizations (Dexterity, .Net), Source Code Developers, Sub-contractor rates to other resellers.

Liaison Software Corp

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

PaperSavePro www.PaperSavePro.com • 877-727-3799 PaperSavePro PaperSavePro™ is a Certifi ed for Microsoft Dynamics document management and electronic workfl ow solution that eliminates inherent risks and ineffi cien-cies associated with paper.

Paramount Technologies

www.paramounttechnologies.com 248-960-0909 WorkPlace RFQ Allows your vendors/suppliers to bid via an externally hosted website. Drive down your product costs with online RFQ responses bidding & ranking. Seamlessly integrated to Workplace Purchasing.


www.paramounttechnologies.com 248-960-0909 WorkPlace eProcurement Includes PunchOut, Check Request, Budget Compliance, RFQ, Requisition, PO Generation, Receiving, Invoice Matching & Vendor Contract Compliance.

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

ScanWorkX www.scanworkx.com • 913-647-8640

NEW: 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.

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

V-Technologies, LLC www.vtechnologies.com • 800-462-4016 StarShip Shipping Software Integrated shipping for small parcel and LTL; supports UPS, FedEx, DHL, USPS (Endicia), OnTrac, Freightquote, YRC and more.

WilloWare, Inc. www.willoware.com • 888-339-4556 ext. 1 Dynamics GP PowerPack Over 80 Enhancements to GP, based upon customer requests. Enhances virtually every part of the GP System. Make GP more intuitive, easier to use!

Education

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


www.paramounttechnologies.com 248-960-0909 WorkPlace for Education Budget & purchase against capital projects. Track requisitions, robust ap-proval process, powerful RFQ, Project, Time and Expense.

E quipment Dealers

Concept Computer Corporation

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

Finance/Banking

AssureSign LLC


F ood and Beverage


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

Arbela Technologies www.arbelatech.com • 949-291-4777 Arbela Technologies With over 100 years of cumulative ERP experience, we have tailored Dynamics AX to fi t the specifi c needs of this industry. Gain from our experience and maximize the return on your AX investment.

ASC Software 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.


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Beck Consulting www.bcfooderp.com • 800-456-1970 ext. 110

NEW: bcFood Built for the food industry, provides: Process, Batch and Discrete Production, Quality, WMS & Mobile, Compliance, Allergen Control, Import/Export, BI,

Promotions, Trade and EDI.

Blue Horseshoe www.supplychaindynamicsax.com 317-573-2583 Supply Chain Suite for Dynamics AX Unlike other solutions, Supply Chain Suite embeds industry-specifi c func-tionality directly into the business layer of Dynamic AX’s architecture. Increase revenue, profi t margins and asset utilization.








Lanham Associates® www.lanhamassoc.com • 678-379-4200 ext. 105 Supply Chain Solutions High quality Supply Chain solutions built inside NAV: Shipping, Forecasting/Replenishment, WMS & EDI Compliance. More than 1700 companies live.

Metafi le Information Systems, Inc.

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, workfl ow, and AP/AR Automation.

Northlake Partners www.TheNorthlakePartners.com • 425-773-9606 BluWare - Sales Management Sales Management for Food Manufactures w/workfl ow, automated email & status change, confi gurable UI's, catch-weight, multi item UOM, & Price Lists. Integrated w/BluWare logistics, freight, promotions, & commissions.




Glass

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

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

Government



www.paramounttechnologies.com 248-960-0909 WorkPlace for Government Easy to use. Allow vendors to securely respond online with our powerful RFQ Portal. Budget & purchase against capital projects. Track requisitions, robust ap-proval process, Project, Time & Expense.

Thomson Reuters, Tax and

Accounting - Government grm.thomsonreuters.com • 866-471-2900 Government Revenue Management (GRM®) Providing Government Revenue Management Solutions.

Government Contracting

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

Healthcare

Ariett Business Solutions, Inc. www.ariett.com • 781-826-1120 Ariett ReqNet for Healthcare Materials Management Solution from Requisition to Purchase Order to Receiving, with Supplier PunchOut, Document Management and Mobile Apps.

Computer Information Enterprises

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

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

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


www.paramounttechnologies.com 248-960-0909 WorkPlace for Healthcare Drive down costs & control purchases in your material management process. Operates in single & multi-site facili-ties, from Requisition through Invoice Automation.

Sierra Workforce Solutions

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.

High Tech and Electronics

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

Cincom Systems, Inc acquire.cincom.com • 800-224-6266 Cincom Acquire Close deals 80% faster! Smart confi gure, price, quote solution leveraging the familiar Microsoft stack for a simple, dynamic user experience.

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

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

I ndustrial Equipment



Insurance

AssureSign LLC


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L abor Unions

Micro Force www.micro-force.com • 631-421-1030 ext. 302 LM2 Reporting System for Labor Unions who use GP LM2 MODULE for GP. Comply with LM2 year end reporting while processing GP transactions eff ortlessly. Permits changes to LM2 trxs after posted. Creates the electronic fi le for DOL. Best solution for Unions since 2005.

L ife Sciences


www.paramounttechnologies.com 248-960-0909 WorkPlace for Life Science Drive down costs & control purchases in your material management process.Operates in single & multi-site facili-ties, from Requisition through Invoice Automation.

Maintenance Management

eRPortal Software Group LLC

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.

M anufacturing


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


AXtension www.AXtension.com • +3177 323 2622 AXtension Advanced Production Production insight and control on the shop fl oor.



Beck Consulting www.bcfooderp.com • 800-456-1970 ext. 110

NEW: bcFood Built for the food industry, provides: Process, Batch and Discrete Production, Quality, WMS & Mobile, Compliance, Allergen Control, Import/Export, BI, Promotions, Trade and EDI.


Computer Information

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

Experlogix, Inc. www.experlogix.com • 805-504-9729 ext. 707 Experlogix Confi gurator for Microsoft Dynamics CRM & ERP Experlogix Confi gurators meets the demands of today’s competitive mar-ketplace by simplifying the process of selling customized products, accelerat-ing proposal development times and

increasing quote-to-order ratios.

Feed Management Systems www.feedsys.com • 763-560-8139 Feed Mill Manager Integrated formulation and operations solutions for feed manufacturers.

Genius Solutions www.geniuserp.com • 877-987-6005 Genius Manufacturing Genius Solutions provides ETO, MTO, custom, discrete manufacturing solu-tions. Aff ordable, Easy to Use & Learn. Has integration with CAD.

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




Lanham Associates® www.lanhamassoc.com • 678-379-4200 ext. 105 AFP (Advanced Forecasting and Procurement) for Manufacturing Enables just-in-time production pur-chasing via comparing component time-phased demand to dynamic vendor lead-time. Inventory items as components or supply them as products for customers. Gain visibility & control.



Manufacturing Resource

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



Northlake Partners www.TheNorthlakePartners.com • 425-773-9606 BluWare - Sales Order Complete web Sales Order w/workfl ow, automated email & status change, confi gurable UI's, catch-weight, multi item UOM, & added Price List features. Integrated w/BluWare logistics, freight, promotions, & commissions.







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WilloWare, Inc. www.willoware.com • 888-339-4556 ext. 1 Manufacturing PowerPack A suite of enhancements for GP Manufacturing. Tighter integration and added functionality between GP Core Modules and Manufacturing.

WilloWare, Inc. www.willoware.com • 888-339-4556 ext. 1 LeanMFG Complete manufacturing suite for smaller GP manufacturers, or those whose processes include Disassembly, Batch, or Multi-product production.

Media and Entertainment

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

KORE Software 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 traffi cking.

KORE Software www.KOREsoftware.com • 480-240-5662 KORE MediaPitch™ KORE MediaPitch™ is the media indus-try’s leading platform for transform-ing a generic CRM into a media sales powerhouse.

United ERP, LLC www.unitederp.com • 201-567-6315 Royalty Accounting Software AXIP monitors your Royalty Lifecycle from contracts, product dvlpmt ap-provals, automatic royalty calculations, compliance checking w/audit tracking, automated statement reporting, fore-casting & business intelligence.

Metal Fabrication

WilloWare, Inc. www.willoware.com • 888-339-4556 ext. 1 Commodity Surcharge Tracks the spot price of commodities, adds surcharge during invoicing to cover diff erence in the spot price between quote date and invoice date.

Non-Profit Organizations

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




www.paramounttechnologies.com 248-960-0909 WorkPlace for Non-Profi ts GL Distributions, Fund Accounting, Audit Trails, Requisition & Expense.




Oil and Gas



Corporate Services

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 fi nancial information to ac-curately run your business

Joesoftware Inc. www.joesoftware.com • 780-990-0220 Remote Inventory Accelerator Web-based self-service application for tracking customer inventory stored at your site.

Pharmaceuticals


Printing/Converting

Computer Productivity

Services Inc. http://cps.fi nancial.offi celive.com/PrintManagement.aspx • 905-847-7746 CPS - Production Management for Labels and Flexible Packaging Estimates, Order Management, Scheduling, Shop Floor, Job costing.

Professional Services


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

JOVACO Solutions Inc. www.jovaco..com • 888-988-3535 ext. 117 JOVACO Project Suite Project accounting for professional ser-vice fi rms to manage projects through web-based time & expense and resource mgmt modules. Top features: extensive reporting, multi-company & inter-departmental capabilities.

Professional Advantage www.profad.com • 701-235-2363 1Staff for Microsoft Dynamics 1Staff provides an end-to-end solution for staffi ng organizations from resume parsing to generating fi nancial state-ments. One solution your sales, recruiters and fi nancial staff can all use.


Property Management

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

DFC Consultants, Ltd www.dfcconsultants.com • 701-281-6112 DFC Housing Property Mgmt for GP; work orders, certifi cations and rent calculations.

Publishing


Rentals

Open Door Technology www.opendoor.ca • 403-777-2410 Rental Management Instantly check rental equipment avail-ability, defi ne fl exible rental terms, rent or sell inventory/fi xed assets, access to real-time rental & billing information, fl ag returning assets for maintenance and much more.

Restaurant

Restaurant365

www.restaurant365.net • 866-216-0183 Restaurant365 SAAS Marketing, Catering, Operations (prime cost), Acctg, POS Integration.

R etail

Alba Spectrum Corporation www.albaspectrum.com • 773-384-9264 Alba360 Matrix Inventory Manage apparel or any inventory defi ned by groups of attributes. Defi ne items by attribute types & pricing by attribute value. Transaction entry via item grids in SOP & POP. Fully compatible with GP.


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Lanham Associates® www.lanhamassoc.com • 678-379-4200 ext. 105 ACE Warehousing© New, low-cost, high function option, ACE One - Receiving, picking, printing, shipping, realtime inventory in NAV via handhelds. ACE Warehousing adds full pallet license plating and production output registration.

m-hance www.m-hance.com/sectors/distribution/ +44 (0) 844 264 0932 Inter-site Transfers In a multi-site distribution company this can be critical to operational ef-fectiveness. Control and automate re-distribution of stock from a central warehouse to depots or adhoc move-ments from one site to another.

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



WilloWare, Inc. www.willoware.com • 888-339-4556 ext. 1 CompleteCount Controlled cycle counts in GP using stock tags. Print tags, ensure accuracy, minimize downtime. Now with ExcelLink- export/import to CSV fi les.

W holesale Trade: Durable Goods



Avalara, Inc.

www.avalara.com • 877-780-4848 AvaTax for Sales Tax Automation Automate and eliminate the complex-ity of sales tax management with AvaTax. A cloud-based sales and use tax calculation, exemption certifi cate management, fi lling and remittance solution for Microsoft Dynamics.


www.k-ecommerce.com • 514-973-2510 ext. 226 k-eCommerce ecommerce solution B2C, B2B, customer service, SEO, CMS, seamless real time integration to Dynamics AX, GP, NAV, CRM, multilin-gual, multi-currency SaaS, On Premise.




nChannel www.nchannel.com • 800-406-8217 ext. 300 Multi-Channel Management Platform Connect existing ERP, ecommerce, and POS systems in minutes! Cloud-based solution for distributors, suppliers and retailers managing many systems to support sales channels and drop ship programs. Free 30 day trial.

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

Professional Advantage www.profad.com • 701-235-2363 RMS ConnectPro Real time inventory level integration between Dynamics RMS and Dynamics GP. Allows automatic communication fl ow between retail stores, headquarters and the fi nance department.

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

Sonata Software www.sonata-software.com • 425-785-8839

NEW: Sonata Software With over 70 customers & one of the largest pools of AX certifi ed consultants in the world, our expertise spans v3.0 to AX 2012. We are experienced in very large scale and complex AX projects. Call us to know more.

Social Services


S oftware Manufacturers


Staffing/Recruiting

Joesoftware Inc. www.joesoftware.com • 780-990-0220 Recruitment Accelerator Web-based recruiting mgmt, resume collection & on-boarding accelerator.


Transportation

m-hance www.m-hance.com/sectors/distribution/ +44 (0) 844 264 0932 Vehicle Load Planning Eff ective use of a vehicle fl eet demands the ability to organise deliveries quickly and easily based on known routes, product weights and vehicle capacities.


Utilities


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

W arehouse Management

Alba Spectrum Corporation www.albaspectrum.com • 773.384.9264 Alba360 WMS Bar-coding & Warehouse Management System designed for Dynamics GP. Supports PO Receiving, Labeling, Inventory Adjustments, Transfers, Stock Counts, Picking and Shipping.

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


AXtension www.AXtension.com • +3177 323 2622 AXtension Kitting Multiple items dynamically combined into one product.

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

Blue Moon Industries www.bluemoonisv.com • 401-276-9000 Operations Core Help your backoffi ce work more ef-fectively with your warehouse.

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

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








m-hance www.m-hance.com/sectors/distribution/ +44 (0) 844 264 0932 Extended Pricing & Enhancements Distribution is typifi ed by intense pricing competition. We simplify the process by off -line data management. You can import and export pricing data, allow for customer specifi c pricing and load new customer deals.

m-hance www.m-hance.com/sectors/distribution/ +44 (0) 844 264 0932 Catchweights Many items require quantities to be tracked in more than one unit of measure. We provide catchweight functionality in sales, purchasing and inventory functions.

m-hance www.m-hance.com/sectors/distribution/ +44 (0) 844 264 0932 Returns Management Every distribution business wishes to minimise the number of returns it has to handle.m-hance's Returns Management module speeds up the handling of re-turns and improves operational control.



W holesale Trade: Non-durable Goods




m-hance www.m-hance.com/sectors/distribution/ +44 (0) 844 264 0932 Extended Pricing & Enhancements Distribution is typifi ed by intense pricing competition. We simplify the process by off -line data management. You can import and export pricing data, allow for customer specifi c pricing and load new customer deals.

m-hance www.m-hance.com/sectors/distribution/ +44 (0) 844 264 0932 Returns Management Every distribution business wishes to minimise the number of returns it has to handle.m-hance's Returns Management module speeds up the handling of re-turns and improves operational control.

m-hance www.m-hance.com/sectors/distribution/ +44 (0) 844 264 0932 Catchweights Many items require quantities to be tracked in more than one unit of measure. We provide catchweight functionality in sales, purchasing and inventory functions.

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

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


Winter 2013 45

Analytics

Encore Business Solutions www.encorebusiness.com 888-898-4330 ext. 336 Project Tracking with Advanced Analytics Streamline your COA’s. Record & report rev, expense & profi t by proj; against budgets; over multiple yrs. Great alternate to GP Proj. Acctg.



Total Dynamics Solutions, LLC

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

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.

Automation

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

Banking

Strategic Solutions NW www.getbizax.com • 503-924-3121 BizAX BizAX adds functionality to AX Financials. Lockbox, Positive Pay, & Bank Account Reconciliation. Simplifi es accounting processes with easy set-up; multiple transfer, encryption & fi le types; and automatic processing.

B arcode Data Collection



Budgeting

deFacto Global, Inc.

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

Dynamic Budgets www.dynamicbudgets.com • 720-515-1565 Dynamic Budgets Budgeting/forecasting that deploys templates in < 2 hours. Direct export to GP, payroll, fi xed & variable alloca-tions, multi-company/currency, global variables, lookups (GL, A/P, A/R, AA, CRM, Project Cost.

T3 Information Systems www.fullcirclebudget.com • 202-419-5100 Full Circle Budget Simple and fl exible Excel-based bud-geting allowing users to quickly input budget amounts and process them directly into GP or SL. Deploy in only a few hours and save time budgeting.


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

Business Intelligence

Accountable Software

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

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

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



Flexible Solutions www.GPReportsViewer.com 212-254-4112 ext. 1

NEW: GP Reports Viewer Easily and quickly print/email Crystal and SRS reports directly from Dynamics GP. Replace existing GP reports, link reports directly to GP and 3rd party windows, pass parameters to reports directly from fi elds in GP.

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

S o l v e r Solver www.solverusa.com • 310-691-5300 Solver - BI360 Both Excel & Web-based Financial & Operational Reporting, Budgeting, Dashboards, & a pre-confi gured Data Warehouse w/ direct integration to Microsoft Dynamics.



Business Process Management


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





Check Printing



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

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Mekorma www.mekorma.com • 888-635-6762 Mekorma MICR Check Printing The most widely-used MICR check printing software for Dynamics GP - with Secure Approval Workfl ow. Print AP & Payroll checks on blank stock from inside Dynamics GP. Great for managing multiple checkbooks.

www.checkfactory.com

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

C ommissions

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

Flaum Technologies Inc. www.CommissionCalc.com 888-962-6667 ext. 24 CommissionCalc The practical way to automate "impos-sible" commission plans.

Northlake Partners www.TheNorthlakePartners.com • 425-773-9606 BluWare - Brokerage & Commissions Automate the calculation of Brokerage & Commissions (including splits) from sales orders. Create programs by date range, item attributes, & customers and assign prices by units sold, weight sold, or % of product $'s.

C ompliance

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

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

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

Fastpath Solutions, Inc

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

Cost Accounting

Corporate Renaissance Group www.crgroup.com/crg_solutions.php 613-232-4295 Cost Allocator Perform multi-level account allocations using 1 of 4 methods: percentage values, fi xed amounts, cost drivers/measures, or account balance. Integrates with Dynamics GP, other ERP solutions or as a stand-alone system.

m-hance www.m-hance.com/sectors/distribution/ +44 (0) 844 264 0932 Vendor Price Management A vital link in the distribution supply chain is accurate tracking of vendor pricing. Support decisions in the buy-ing process, reduce admin costs and improve accuracy of cost of sales.

Credit Card/Check Processing

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

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

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

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

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

Lanham Associates® www.lanhamassoc.com • 678-379-4200 ext. 105 Credit Card CC transactions inside NAV w/Authorize.Net. PCI validated. Easy to mod.

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

Nodus Technologies, Inc. www.nodus.com • 909-482-4701 ePay Advantage Online Billing & Payment Collection for GP, PA-DSS certifi ed, view invoices, automated recurring payments, tokeni-zation, ecommerce integration.

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


Customer Relationship Management

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

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

eBridge Software

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


Minisoft www.minisoft.com • 800-682-0200 eDirect+ eDirect+ email marketing solution for transactional ecommerce, customer service, sales automation. Track open rates, web clicks,build web forms, design marketing campaigns, customer surveys, social media integration.

Visionary Software

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

Data Integration

Admiral Consulting Group www.admiral-west.com/solutions_activeconnect.html • 866-794-1275 ext. 101 ActiveConnect Integrate data from your website, SQL Server, ODBC, or Excel up to 20x faster and more easily than with Integration Manager, for less cost. Also send data directly from Excel to Dynamics with a click of a button.

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

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

eBridge Software

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

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Keelio Software www.keelio.com • 651-356-5342 Dynamics GP SSIS Toolkit Highly fl exible Dynamics GP integration tool built upon Microsoft SSIS.


Scribe Software

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

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

S o l v e rSolver www.solverusa.com • 310-691-5300 Solver - BI360 Both Excel & Web-based Financial & Operational Reporting, Budgeting, Dashboards, & a pre-confi gured Data Warehouse w/ direct integration to Microsoft Dynamics.

Distribution



Beck Consulting www.BeckConsulting.com 800-455-1970 ext. 110

NEW: bcEDI bcEDI enables seamless data interchange between you and trading partners without translation software. Built specifi cally to make the EDI process in NAV easy to manage and cost effi cient to deploy.

Beck Consulting http://bcpacknship.com/ 800-456-1970 ext. 110

NEW: bcPackNShip bcPacknShip is the easiest and most effi cient way to ship via UPS, FedEx and USPS. Packaging details are stored in NAV in a fully EDI compliant format; UCC labels can be designed and printed directly from NAV.


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

Blue Moon Industries www.bluemoonisv.com • 401-276-9000 Freight Matrix Provides the capability to defi ne your own freight charge schedules.

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

Blue Moon Industries www.bluemoonisv.com • 401-276-9000 Advanced BOM Ability to associate sale order/assembly & PO/assembly & disassembly.

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

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


KTL Solutions, Inc. www.ktlsolutions.com • 866-960-0001 KTL SOP Advanced Distribution Allows you to dynamically defi ne where each segment of the account comes from either the customer, vendor item, system, static, or payment terms.


m-hance www.m-hance.com/sectors/distribution/ +44 (0) 844 264 0932 Trade Counter For those companies who off er a self collection service or a cash sales counter in addition to delivered trade there is often a need to enter orders and take payment at their premises or warehouse.

m-hance www.m-hance.com/sectors/distribution/ +44 (0) 844 264 0932 Vehicle Load Planning Eff ective use of a vehicle fl eet demands the ability to organise deliveries quickly and easily based on known routes, product weights and vehicle capacities.

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

Northlake Partners www.TheNorthlakePartners.com • 425-773-9606 BluWare - Logistics Management Schedule 'loads', keep delivery info, & track performance for Fleet, TL, & LTL shipments. Assign orders to loads & update them w/BOL, Waybill, & other ship info. Print shipping paperwork by load or single order.






Document Management


AXtension www.AXtension.com • +3177 323 2622 AXtension Enterprise Content Management The power of SharePoint integrated into Microsoft Dynamics AX.





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Esker Inc www.esker.com • 800-368-5283

NEW: 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.






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


D rop Ship Management


E -commerce

Avalara, Inc.


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

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

ChargeLogic www.chargelogic.com • 877-292-2520 ChargeLogic Connect Leading cloud-based service that con-nects your e-commerce site to NAV.

Computer Pundits Corporation

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 Software

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



Minisoft www.minisoft.com • 800-682-0200 eDirect+ eDirect+ email marketing solution for transactional ecommerce, customer service, sales automation. Track open rates, web clicks,build web forms, design marketing campaigns, customer surveys, social media integration.

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

E DI

AIM Computer Solutions, Inc.

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

Beck Consulting www.BeckConsulting.com 800-455-1970 ext. 110

NEW: bcEDI bcEDI enables seamless data interchange between you and trading partners without translation software. Built specifi cally to make the EDI process in NAV easy to manage and cost effi cient to deploy.





DiCentral www.dicentral.com • 281-480-1121 ext. 153 EDI Integration with Microsoft Dynamics DiCentral's DiIntegrator is an advanced, hosted solution, to instantly become EDI compliant with your trading partner community, and to seamlessly integrate data with Microsoft Dynamics GP, AX, NAV, and SL.

eBridge Software

www.ebridgeconnections.com • 800-755-6921 eBridge for EDI Web-based EDI solution eliminates transaction fees - low monthly fees.



Isis, Inc. www.isissoftware.com/enha/isis_sl_expanded_master_info.aspx • 804-762-4200 401K Data Interchange Transmit your 401K collection data from Payroll electronically to your investment bank.

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

Lanham Associates® www.lanhamassoc.com • 678-379-4200 ext. 105 ACE - Advanced Commerce ERP EDI, ASN, Ship/Carrier Manifest, Labels, Bar-Coding, TP Compliance, WMS, Fcst & Replenishment. Highest quality in one total solution rather than 7 dispa-rate ones. 88,000+ users worldwide. Unprecidented visibility.

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

Electronic Document Delivery (Email)/Faxing

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




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

your paper processes.



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

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

E lectronic Signatures

AssureSign LLC


Expense Solutions

Alba Spectrum Corporation www.albaspectrum.com • 773.384.9264 Credit Card Expense Manager Imports credit card activity data & generates GL entries, Bank entries & AP vouchers. E-mail options and Employee Web Portal for expense categories assignment.

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

Joesoftware Inc. www.joesoftware.com • 780-990-0220 Spencer Easy, confi gurable, web-based expense tracking system. Seamlessly drive Payables or Project Accounting. Credit card inte-gration, workfl ow, multi-currency, VAT support, electronic receipts and more.


www.paramounttechnologies.com 248-960-0909 WorkPlace Expense Integrates web submission of expense reports, automatic routing, fraud de-tection, and electronic approvals of individual line-item expenses.

F ield Service Management

Open Door Technology

www.opendoor.ca • 403-777-2410 TaskMaster Mobility Solution Increase productivity and generate rapid ROI with workfl ow driven processes for any industry or fi eld application. Enable real-time information exchange with a mobile workforce and ERP system through mobile devices.

Fixed Assets


Services Inc. http://cps.fi nancial.offi celive.com/WirelessFixedAssetCount.aspx • 905-847-7746 CPS - Wireless Fixed Asset Physical Count and Create Count or create fi xed assets with a wireless scanner. $3500.

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

General Ledger

Admiral Consulting Group www.admiral-west.com/advancedallocations/index.html • 866-794-1275 ext. 101 Advanced Allocations for Dynamics GP You can easily allocate entire depart-ments, perform tiered allocations, and even allocate transactions. Advanced Allocations also allows you to preview allocation entries before committing them to your ledger.

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

Alba Spectrum Corporation www.albaspectrum.com • 773-384-9264 Advanced Customer Merge Provides a workfl ow-oriented solution to merging customers in large data-bases. A ‘provisional’ merge is used for review and approval. The fi nal merge physically transfers transactions to the primary customer.

Corporate Renaissance Group www.crgroup.com/crg_solutions.php 613-232-4295 AA Tools for Analytical Accounting AA Tools has 4 modules (AA Backfi ller, AA Changer, AA SegmentConverter, AA Cubes) to manage the data in AA. Backfi ll AA data, change AA codes, convert GL segments to AA Dimensions, and complete analytics.

Infi nia Business Technology www.ExcelIntegrator.com • 260-485-0665 Infi nia Integrator GL Allow users to copy and paste journal entries from Excel to Dynamics GP.

HR Management

Corporate Renaissance Group www.crgroup.com/crg_solutions.php 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. www.mystaffi ngpro.com • 800-939-2462 myStaffi ngPro Applicant Tracking System Recruiting software to qualify applicants. track jobs, and select hires.


Integrity Data www.integrity-data.com 217-732-3737 ext. 0203 HR & Payroll Enhancements for Dynamics GP Proven solutions for US HR & Payroll including leave management, budgeting and managing FTE’s, and more!




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Inter-company Processing

Corporate Renaissance Group www.crgroup.com/combiner.php • 613-232-4295 Company Combiner With Company Combiner, multiple companies with the same chart of ac-counts can be combined into a single company. Organizations are able to manage all of the companies setup in Dynamics GP from a single company.

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

I nventory Enhancement

AIM Computer Solutions, Inc. www.rapidtrak.net • 586-439-0300 RapidTrak Web based wireless material tracking; user-defi ned commands; alerts.


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


Services Inc. www.cps.fi nancial.offi celive.com/Inventory.aspx • 905-847-7746 CPS - Wireless Inventory Physical Count State of the Art count and adjust inven-tory by class/site. $3500.


Services Inc. www.cps.fi nancial.offi celive.com/WirelessReceiving.aspx • 905-847-7746 CPS - Wireless Receiving, Adjustments and Transfers State of the Art Wireless Receiving, Adjustments and Transfers. $3500.


Services Inc. www.cps.fi nancial.offi celive.com/BarCode.aspx 905-847-7746 CPS - UPC Code Generator Automatically Create UPC codes for inventory items. $1000.

m-hance www.m-hance.com/sectors/distribution/ +44 (0) 844 264 0932 Advanced Inventory Replenishment One of the critical measures of success for any distribution company is the ability to eff ectively balance inventory investment and customer service levels. Reduce stock, improve customer service and reduce admin.

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



WilloWare, Inc. www.willoware.com • 888-339-4556 ext. 1 CompleteCount Controlled cycle counts in GP using stock tags. Print tags, ensure accuracy, minimize downtime. Now with ExcelLink- export/import to CSV fi les.

WilloWare, Inc. www.willoware.com • 888-339-4556 ext. 1 Lot Extensions Adds an unlimited number of user-defi ned Lot Attributes.

I nventory Management


Alba Spectrum Corporation www.albaspectrum.com • 773-384-9264 Alba360 Matrix Inventory Manage apparel or any inventory defi ned by groups of attributes. Defi ne items by attribute types & pricing by attribute value. Transaction entry via item grids in SOP & POP. Fully compatible with GP.



Lanham Associates® www.lanhamassoc.com • 678-379-4200 ext. 105 AFP (Advanced Forecasting and Procurement) for Manufacturing Enables just-in-time production pur-chasing via comparing component time-phased demand to dynamic vendor lead-time. Inventory items as components or supply them as products for customers. Gain visibility & control.

Lanham Associates® www.lanhamassoc.com • 678-379-4200 ext. 105 AFP (Advanced Forecasting and Procurement) for Distribution Best fi t forecasting & multi-site replen-ishment solution with DRP, collabora-tion, promotions, drill down visibility & multiple rollup views.

m-hance www.m-hance.com/sectors/distribution/ +44 (0) 844 264 0932 Inter-site Transfers In a multi-site distribution company this can be critical to operational ef-fectiveness. Control and automate re-distribution of stock from a central warehouse to depots or adhoc move-ments from one site to another.

m-hance www.m-hance.com/sectors/distribution/ +44 (0) 844 264 0932 Unit of Measure Management Users need to look at sales performance in one consolidating unit, perhaps ton-nage, litres or cases; regardless of how products come packaged; by the pallet, case, carton or individually.

m-hance www.m-hance.com/sectors/distribution/ +44 (0) 844 264 0932 Advanced Inventory Replenishment One of the critical measures of success for any distribution company is the ability to eff ectively balance inventory investment and customer service levels. Reduce stock, improve customer service and reduce admin.





Invoicing Enhancement


www.ariett.com • 781-826-1120 Ariett Travel, Expense & AP Invoice Automation Pre-travel Approval, Automated Expense Reporting with Credit Card Integration & AP Invoice Automation. With Document management and mobile apps.

AXtension www.AXtension.com • +3177 323 2622 AXtension Invoice Processing Optimized accounts payable invoice processing.

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


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



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



www.paramounttechnologies.com 248-960-0909 WorkPlace Invoice Automation Integrated Invoice Automation Solution for your electronic approvals, check request & invoice matching needs.

J ob Costing




L abeling


Services Inc. www.cps.fi nancial.offi celive.com/BarCode.aspx • 905-847-7746 CPS - Bar Code Label Application for POP, SOP, Inventory and Fixed Assets Generate Labels for an entire transac-tion with a single click. $1500.

Lanham Associates® www.lanhamassoc.com • 678-379-4200 ext. 105

NEW: E-Ship Label Formatter Formats customized and carrier labels inside the shipping system.

WilloWare, Inc. www.willoware.com • 888-339-4556 ext. 1 LabelLink Print to barcode label printers from inside GP. Unlimited label formats.

M anufacturing Enhancement




WilloWare, Inc. www.willoware.com • 888-339-4556 ext. 1 Commodity Surcharge Tracks the spot price of commodities, adds surcharge during invoicing to cover diff erence in the spot price between quote date and invoice date.

WilloWare, Inc. www.willoware.com • 888-339-4556 ext. 1 LeanMFG Complete manufacturing suite for smaller GP manufacturers, or those whose processes include Disassembly, Batch, or Multi-product production.

WilloWare, Inc. www.willoware.com • 888-339-4556 ext. 1 Manufacturing PowerPack A suite of enhancements for GP Manufacturing. Tighter integration and added functionality between GP Core Modules and Manufacturing.

Marketing Automation

Marketing Power For Dynamics CRM

CoreMotives, a Silverpop

company www.coremotives.com • 770-916-6485 CoreMotives Marketing Suite Marketing power for 1,300+ Microsoft Dynamics CRM organizations: Email marketing - Lead scoring - Web track-ing - Event management - Web capture forms - Surveys.

SalesFUSION, Inc. www.salesfusiion.com • 800-558-1760 SalesFUSION360 SalesFUSION360 is a marketing software that provides email, web tracking, lead management & landing pages and lead nurturing for Dynamics CRM.

M igrations

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

M obility

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

NAV and CRM Integration

SalesFUSION, Inc. www.salesfusiion.com • 800-558-1760 SalesFUSION360 SalesFUSION360 is a marketing software that provides email, web tracking, lead management & landing pages and lead nurturing for Dynamics CRM.

O nline/Electronic Business Services


P ayables Enhancement



www.ariett.com • 781-826-1120 Ariett Travel, Expense & AP Invoice Automation Pre-travel Approval, Automated Expense Reporting with Credit Card Integration & AP Invoice Automation. With Document management and mobile apps.

Avalara, Inc. www.avalara.com • 877-780-4848

NEW: AvaTax 1099 AvaTax 1099 provides Accounts Payable departments with a turnkey solution to annual 1099 reporting. The web-based solution provides real-time TIN verifi cation, built in W-9 and B-Notice remediation processing.


Bottomline Technologies www.bottomline.com/TransformAP_for_Sharepoint • 800-472-1321 Transform® AP SharePoint®-based AP automation solution for capture, approval work-fl ow & reporting plus integration to Microsoft Dynamics. Streamlines AP processes, reduces processing costs & increases visibility.

Esker Inc

www.esker.com • 800-368-5283


Infi nia Business Technology www.ExcelIntegrator.com • 260-485-0665 Infi nia Integrator AP Allow users to copy & paste Payables transactions from Excel to Dynamics


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

KTL Solutions, Inc. www.ktlsolutions.com • 866-960-0001 KTL FastAP Brings distribution window and pay-ment terms directly to the 1st screen.

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

Mekorma www.mekorma.com • 888-635-6762 Mekorma MICR Check Printing The most widely-used MICR check printing software for Dynamics GP - with Secure Approval Workfl ow. Print AP & Payroll checks on blank stock from inside Dynamics GP. Great for managing multiple checkbooks.

m-hance www.m-hance.com • +44 (0)844 264 0932 Invoice Approvals and Accruals Browser based invoice approval and requisitioning functionality fully inte-grated with Dynamics GP. Automates invoice accrual process.

www.checkfactory.com

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

P ayroll Enhancement

Aatrix Software, Inc. www.aatrix.com/dynamics 800-426-0854 ext. 175 Aatrix State and Federal Payroll Reports Complete eFiling and plain paper printing W-2 & 1099 solution. Unemployment, withholding, & new hire reports for all 50 states are completed automatically from your Microsoft Dynamics GP payroll data ready to eFile.


Greenshades Software www.Greenshades.com 888-255-3815 ext. option 2 Greenshades Center Creates Federal State and Local W-2s 940/941s 1099s SUTA returns & more.

Greenshades Software www.Greenshades.com 888-255-3815 ext. option 2 Greenshades Payroll Tax Service Our Tax Service is the easiet way to fi le and pay your payroll taxes.

Infi nia Business Technology www.ExcelIntegrator.com • 260-485-0665 Infi nia Integrator PR Allow users to copy & paste Payroll transactions from Excel to Dynamics.

Integrity Data www.integrity-data.com 217-732-3737 ext. 0203 Payroll Enhancements for Dynamics GP Proven solutions for US Payroll including leave management, automatic e-mailing of direct deposit statements and W-2‘s, managing complex payroll posting requirements/corrections, confi guring overtime rules and more!


Isis, Inc. www.isissoftware.com/enha/isis_sl_expanded_master_info.aspx • 804-762-4200 401K Data Interchange Transmit your 401K collection data from Payroll electronically to your investment bank.


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

KTL Solutions, Inc. www.ktlsolutions.com • 866-960-0001 KTL PR Security Allows you to restrict access to payroll information by employee. The security is applied to cards, reports, inquiry, and smart lists.

KTL Solutions, Inc. www.ktlsolutions.com • 866-960-0001 Pay Stubs Online 1.0 A web-based app that provides em-ployees online access to their pay stubs. Employees can be notifi ed through email when their pay stub is available online. Confi guration tool allows control to information.


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



P ortals

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

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


Northlake Partners www.TheNorthlakePartners.com • 425-773-9606 BluWare - Customer & Vendor Portal Real-time web access to customers & employees for BI, order inquiry, & sales order entry. Our 'Data Access' controls record level security.

Procurement Management



www.ariett.com • 781-826-1120 Ariett ReqNet & Expense Management eProcurement Solution, in the cloud or on premise, Requisition Management, AP Invoice Automation, Expense Reporting, Credit Card Integration.

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

Lanham Associates® www.lanhamassoc.com • 678-379-4200 ext. 105 AFP (Advanced Forecasting and Procurement) for Distribution Best fi t forecasting & multi-site replen-ishment solution with DRP, collabora-tion, promotions, drill down visibility & multiple rollup views.


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

Northlake Partners www.TheNorthlakePartners.com • 425-773-9606 BluWare - Commodity Procurement Manage harvest, hauling, & purchasing of crops, grain, & fi sh. Specify prices by commodity & automate deductions & taxes. Manage unlimited Farmers & Fields and complete 'Delivery Tickets' to become Payables in GP.


www.paramounttechnologies.com 248-960-0909 WorkPlace eProcurement Includes PunchOut, Check Request, Budget Compliance, RFQ, Requisition, PO Generation, Receiving, Invoice Matching & Vendor Contract Compliance.

Product Lifecycle Management

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

Project Accounting


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www.paramounttechnologies.com 248-960-0909 WorkPlace Project Series Combines the WorkPlace Time, Expense and Project solutions with seamless out-of-the-box integration with leading ERP systems.

Purchase Order Processing Enhancement




www.ariett.com • 781-826-1120 Ariett ReqNet & Expense Management eProcurement Solution, in the cloud or on premise, Requisition Management, AP Invoice Automation, Expense Reporting, Credit Card Integration.

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

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


ICAN Software Corporation www.icansoftware.com • 253-426-3737 Vendor Price Matrix Vendor specifi c unit costing for pur-chase orders.



www.paramounttechnologies.com 248-960-0909 WorkPlace Requisition and Purchasing Integrated Requisitioning & Procurement solutions with built-in PunchOut capabili-ties and automatic email notifi cations.

Unifi ed Business Solutions, LLC www.dynamicsgenie.com/pogenie.aspx 877-724-3643 PO Genie Automatically create POs based on in-ventory levels and Backorders, by Item, Class, Site, & Vendor utilizing standard Item Resource Planning.

Q uality Control


Receivables Enhancement




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

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

Infi nia Business Technology www.ExcelIntegrator.com • 260-485-0665 Infi nia Integrator AR Allow users to copy and paste AR transactions from Excel to Dynamics GP.




Stanley Stuart Yoff ee &

Hendrix, Inc. www.ssyh.com/products/ssyh-add-ons/ar-collections-manager/ • 407-660-0059 AR Collections Manager for Microsoft Dynamics SL Automates time-consuming collection activities and improves cash fl ow.

Stanley Stuart Yoff ee &

Hendrix, Inc. www.ssyh.com/products/ssyh-add-ons/national-accounts/ • 407-660-0059 National Accounts for Microsoft Dynamics SL Easily track & apply payments for customer parent/child relationships.

Reconciliation

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

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

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


R eporting

Accountable Software

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


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

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NEW: GP Reports Viewer Replace SOP and POP documents with Crystal or SSRS reports. Email SOP and POP documents in PDF using all native Dynamics GP setup.





Nodus Technologies, Inc. www.nodus.com • 909-482-4701 eSOP Advantage Web-based SOP from anywhere anytime with customizable workfl ow for GP.

Northlake Partners www.TheNorthlakePartners.com • 425-773-9606 BluWare - Sales Order Complete web Sales Order w/workfl ow, automated email & status change, confi gurable UI's, catch-weight, multi item UOM, & added Price List features. Integrated w/BluWare logistics, freight, promotions, & commissions.



Blue Moon Industries www.bluemoonisv.com • 401-276-9000 Freight Matrix Provides the capability to defi ne your own freight charge schedules.





EthoTech, Inc. www.ethotech.com • 678-384-7500 ext. 1

NEW: Customer Service CollectionEnhance SOP: check for duplicate PO’s; assign credit limit process holds; move sales docs between batches; print shipping labels; show apply info on SOP docs; view unallocated inventory & expected receipt dates.





R oyalty


Northlake Partners www.TheNorthlakePartners.com • 425-773-9606 BluWare - Promotions & Rebates Automate the calculation of promotions, rebates, & royalties from sales orders. Include as additional line items or GL accruals. Establish programs by date range, items, & customers and prices by unit, weight, or %.


S ales Order Processing Enhancement

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

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


Blue Moon Industries www.bluemoonisv.com • 401-276-9000 Sales Confi gurator Provides a complete 'assemble to order' sales system.

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





NEW: GP Reports Viewer Easily and quickly print/email Crystal and SRS reports directly from Dynamics GP. Replace existing GP reports, link reports directly to GP and 3rd party windows, pass parameters to reports directly from fi elds in GP.


KTL Solutions, Inc. www.ktlsolutions.com • 866-960-0001 Crystal Converter Converts Crystal Reports to SQL report-ing services RDL.

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

S o l v e rSolver www.solverusa.com • 310-691-5300 Solver - BI360 Both Excel & Web-based Financial & Operational Reporting, Budgeting, Dashboards, & a pre-confi gured Data Warehouse w/ direct integration to Microsoft Dynamics.

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Security

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


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.


www.gofastpath.com • 515-276-1779 ext. 410 Fastpath Confi g 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 off ers Single Sign on functionality.

KTL Solutions, Inc. www.ktlsolutions.com • 866-960-0001 KTL PR Security Allows you to restrict access to payroll information by employee. The security is applied to cards, reports, inquiry, and smart lists.

S hipping/Manifesting

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

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

Northlake Partners www.TheNorthlakePartners.com • 425-773-9606 BluWare - Logistics Management Schedule 'loads', keep delivery info, & track performance for Fleet, TL, & LTL shipments. Assign orders to loads & update them w/BOL, Waybill, & other ship info. Print shipping paperwork by load or single order.


V-Technologies, LLC www.shipgear.com • 800-462-4016 ShipGear for UPS WorldShip and FedEx Ship Manager Access Dynamics GP sales transactions within UPS WorldShip and/or FedEx Ship Manager and automatically update freight charges and tracking info.

S upply Chain Management


AIM Computer Solutions, Inc.

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









System Enhancement

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

DynamicsDownloads

www.DynamicsDownloads.com • 419-581-2300 DynamicsDownloads Looking for a Dynamics Add-On Solution? Search, Buy and Sell here!


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





T ax

Avalara, Inc.


Greenshades Software www.Greenshades.com 888-255-3815 ext. option 2 Greenshades Payroll Tax Service Our Tax Service is the easiet way to fi le and pay your payroll taxes.

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

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

T ime and Attendance



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





T rade Promotion Management




www.totaldynamicssolutions.com 612-276-5075 Enterprise Business Management Web based, integrated trade manage-ment for Microsoft Dynamics.

W orkflow

Alba Spectrum Corporation www.albaspectrum.com • 773-384-9264 Alba360 Advanced Workfl ow Easy to use Workfl ow solution designed to automate Dynamics GP & create ‘smart’ integrations with external sys-tems. Non-technical users can specify simple workfl ows & developers can create more advanced solutions.

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

appStrategy www.appstrategy.com • 269-345-3111 ext. 1 appCompass Workfl ow Utilize Microsoft WF4 in Studio to automate processes.


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

Esker Inc www.esker.com • 800-368-5283


Integrity Data

www.u-linc.com • 217-732-3737 ext. 0203 U-LINC(TM), Powered By Integrity Data Workfl ow and notifi cations anytime, anywhere in Microsoft Dynamics. Works seamlessly within and across your existing system, is fl exible and easy to use, improving organizational performance.

Mekorma www.mekorma.com • 888-635-6762 Mekorma MICR Check Printing The most widely-used MICR check print-ing software for Dynamics GP - with Secure Approval Workfl ow. Print AP & Payroll checks on blank stock from inside Dynamics GP. Great for managing multiple checkbooks.



Northlake Partners www.TheNorthlakePartners.com • 425-773-9606 BluWare - Sales Workfl ow Manage unique sales order workfl ows by transaction type and site.


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Services

Application Service Provider/Hosting

Concept Computer Corporation

www.conceptcomputer.com • 800-561-5852 Managed Microsoft Dynamics Hosting Concept is a certifi ed hosting center off ering end-to-end hosting & sup-port services designed for all areas of a Microsoft Dynamics environment.

a TDS company

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

Rose Business Solutions, Inc

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 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. We have the best partner programs with the highest returns. Call 866-531-2598.

Business Portal Development

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

C loud Computing

Data Resolution, LLC

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. www.goiwx.com • 952-258-6300 ext. 6321 Cloud Hosting Services for ERP and CRM Cloud Hosting Services built specifi cally for ERP and CRM.

TM

Myappsanywhere by NetStandard

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.

a TDS company

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

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

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

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

WatServ 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. We have the best partner programs with the highest returns. Call 866-531-2598.

C ustom Development

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

Blue Moon Industries www.bluemoonisv.com • 401-276-9000 Custom Development Services Fixed prices & over 11 years of experience in custom development work.

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

KTL Solutions, Inc. www.ktlsolutions.com • 866-960-0001 Custom Development We are a certifi ed .Net and Dexterity development group with over 13 years experience. Provide us with your require-ments for a free estimate.



D emand Generation

FishNet Marketing LLC

www.myfi shnetmarketing.com • 701-532-0502 List Acquisition, Lead Generation & Telemarketing Services Full-service Inside Sales Provider for Dynamics, Platform & Cloud Partners. Lead qualifi cation & nurture mktg; Partner Acct Mgmt; Partner Recruiting; Event Mgmt; Dedicated Rep Programs; Script dvlpmt; List & Lead Mgt .

D exterity Development




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


E mail Marketing

The Partner Marketing Group

www.thepartnermarketinggroup.com 605-574-9432 E-Newsletter 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.

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G raphic Design Services

David Swang Design

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

HR & Payroll Implementation & Consulting

Integrity Data www.integrity-data.com 217-732-3737 ext. 0203 HR & Payroll Enhancements for Dynamics GP We can implement the entire GP solu-tion or only certain components. We also off er a variety of customization and training services.



I mplementation Services




Managed Services

a TDS company

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

M arketing Planning & Services

Looking Glass Marketing

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


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 fi ll your sales pipeline.

Tornado Marketing, Inc.

www.tornado-marketing.com • 608-213-0377 Marketing Consulting Tornado Marketing off ers high-impact, highly eff ective marketing consulting. 10+ years in the channel. Websites. SEO. Copywriting.

Market Research


www.myfi shnetmarketing.com • 701-532-0502 List Acquisition, Lead Generation & Telemarketing Services Full-service Inside Sales Provider for Dynamics, Platform & Cloud Partners. Lead qualifi cation & nurture mktg; Partner Acct Mgmt; Partner Recruiting; Event Mgmt; Dedicated Rep Programs; Script dvlpmt; List & Lead Mgt

M ember Organizations

Dynamic Communities

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.

.NET Development


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


Partner Channel Development Services

AIM International

www.aimcorpinternational.com • 425-208-5430

NEW: Partner Channel Development We specialize in building Dynamics vertical partner channels to expand market reach, win more customers, build a global brand. Download guide.

P artner Support Service

Plumbline Consulting, LLC.

www.PlumblineConsulting.com • 419-581-2300 Partner Support Services Leverage our Partner Support Services, including Support, Custom Development & Implementation Assistance to expand your off erings. 25+ yrs.

R ecruitment Services

AIM International

www.aimcorpinternational.com • 425-208-5430

NEW: Partner Channel Development We specialize in building Dynamics vertical partner channels to expand market reach, win more customers, build a global brand. Download guide.

R eferral Marketing

Leading Results

www.LeadingResults.com 888-717-1715 ext. 525

NEW: Referral Marketing Success Referrals don’t just happen – you cre-ate the environment for success. Let us show you how to make that happen.

S ales Tax Management Service

Avalara, Inc.


S harePoint Development

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

S oftware Development Consulting

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



Telemarketing/Telesales


www.myfi shnetmarketing.com • 701-532-0502 List Acquisition, Lead Generation & Telemarketing Services Full-service Inside Sales Provider for Dynamics, Platform & Cloud Partners. Lead qualifi cation & nurture mktg; Partner Acct Mgmt; Partner Recruiting; Event Mgmt; Dedicated Rep Programs; Script dvlpmt; List & Lead Mgt

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Training

Accolade Publications, Inc. 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.

Martin & Associates www.martinandassoc.com 513-772-7284 ext. 118 GP, CRM, and FRx Training Hands on training at our Cincinnati location. GP classes include Financials and Supply Chain. CRM classes are Sales, Marketing and Service. We also off er a two day FRx class. See website for schedule.

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

Upgrades


W eb Development

Leading Results

www.LeadingResults.com 888-717-1715 ext. 525

NEW: Inbound Marketing - Hubspot Web Development Make your website WORK FOR you. Hubspot is the premier inbound market-ing tool. As a certifi ed partner we know what works to drive in-bound leads

W riting/Documentation Services


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.

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

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

2013 Winter - CRMUG Magazine

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