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FALL 2017 | WWW.THEPARTNERCHANNEL.COM

The Partner Channel “Culture is a little like dropping an Alka-Seltzer into a glass. You don’t see it, but somehow

it does something.” – Hans M

agnus Enzensberger Fall 2017

Company CultureThe Missing

X Factor

Creating and Maintaining

In Technology Marketing

TPC Interview

Cecilia FlombaumOCP’s BusinessApplications Lead

When it comes to PROCESS MANUFACTURING...

we need to be in the mix!

We offer process manufacturing solutions for clients who carry out batch manufacturing based on processes or formulas — allowing them to track ingredients, configure schedules and manage material requirements quickly and easily.

With our help, you can close deals that would otherwise be out of reach. And once the project starts, we’ll be there to support you with friendly, personalized support around the clock. If you have a sales opportunity in process manufacturing, let’s start working together and get that client on board.

• Integrates with Microsoft Dynamics GP, SL & NAV• Clients can streamline and scale their operations,

improve productivity and increase profits

• 30+ years in Process Manufacturing Industry• 100% developed and supported in the U.S.• Continually improved based on experience

and client feedback

(770) 421-2467www.vicinitymanufacturing.com

www.thepartnerchannel.com

888.KWIKTAGkwiktag.com

Learn more at kwiktag.com/partners or contact [email protected]

Why KwikTag?KwikTag is the one system that automates any business process and helps your customers: • Gain visibility into and control over their business processes • Eliminate bottlenecks and increase efficiency • Be calm, confident and prepared for financial and compliance audits

What’s in it for you? • Document management and process automation expertise • Increase your bottom line with a new revenue stream • Strengthen your position as a market leader

Help your clients get their (work) life back

CAPTUREANY DOCUMENT

INTEGRATEANY SYSTEM

AUTOMATEANY PROCESS

Partner with ImageTag• Team approach: we help you sell• Technology expertise: 9 patents• Customer retention: 94% renewal

ONE SYSTEMANY DEPARTMENTANY PROCESS

ANY DOCUMENT

http://k-ecommerce.com/coffee-beanery

http://k-ecommerce.com

mailto:[email protected]

It is our goal to help partners & clients operate more efficiently, increase productivity, simplify processes & supercharge the reach of their technology investments.

If you would like to discuss the partnership opportunities available to you, please contact us [email protected]

CorporateRenaissanceGroup

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Corporate Renaissance Group is a wonderful ISV that I’ve used on a regular basis for over almost 20 years.” - Rob Gillespie, Director of Business Development – Premier Computing

I love CRGroup because they value relationships withtheir partners and customers and provide well-conceived,strategic products that help customers meet their business objectives.” - Jeff Smith, Solutions Architect – Socius

http://crgroup.com/supercharge

http://crgroup.com/supercharge

Paperless AP Processing?No sheets, Sherlock.

Pitch The Paper Clips | www.metaviewer.com Find us on Microsoft AppSource

Look no further than MetaViewer to rid your cabinets of unwanted sheets of paper.

MetaViewer’s Fast Track solution is the obvious choice for eliminating the frustration and detective work caused by outdated paper-based transactions – Increase efficiency, eliminate errors, automate workflow, and achieve real-time visibility with full Microsoft Dynamics ERP integration. Everyone benefits – from AP to AR, and HR to the CFO, it’s elementary!

Pitch the Paper Clips and Get on the Fast Track with MetaViewer.

Paperless Automation for Microsoft Dynamics

D365 | AX | GP | SL | NAV | CLOUD

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FALL 2017contentsTHE PARTNER CHANNEL® MAGAZINE

A PUBLICATION DEDICATED TO BUILDING A COMMUNITY FOR PARTNERS

26The Missing X Factor in Technology Marketing

in every issue 9 CONTRIBUTORS

10 NEWS

11 EVENTS

12 ON THE HOMEFRONT

52 MEMBERS ONLY CORNER k-eCommerce

54 ADVERTISER INDEX

55 THE LIST

departments 16 LEADERSHIP Don’t be Led by Your Culture

20 SALES The Microsoft Dynamics “Ten Suggestions”

26 MARKETING The Missing X Factor in Technology Marketing

34 LEADERSHIP Mirror, Mirror on the Wall

36 SALES Kick Them to the Cloud

44 MARKETING Different Strokes for Different Folks

features14 TPC INTERVIEW Cecilia Flombaum, Microsoft

24 VAR PROFILE SK Global Software

29 WORD-A-GANZA

30 2017 MICROSOFT DYNAMICS PARTNER RECOGNITION

32 VAR PROFILE Qixas Group

40 ISV PROFILE Prophix

42 PHOTO CAPTION CONTEST

48 THE GENIUS SERIES Meet the 2017-2018 Class

50 GENERATIONAL LOOK AT SOCIAL MEDIA

54 LOGO CONTEST

THEPARTNERCHANNEL.COM | FALL 2017 5

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Contact us today to learn how we can help your business achieve similar rresults to Gorilla Glue and others by partnering with FASCOR.

Call us today 888.8FASCOR

IT ’S A JUNGLE IN THERE

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Visit us in booth 936

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NOTESFALL 2017 | WWW.THEPARTNERCHANNEL.COM

The Partner Channel “Culture is a little like dropping an Alka-Seltzer into a glass. You don’t see it, but somehow


agnus Enzensberger Fall 2017

CompanyCultureThe Missing

X Factor

CompanyCompanyCreating and Maintaining

In Technology

Marketing

TPC Interview

Cecilia FlombaumOCP’s Business

Applications Lead

When it comes to

PROCESS MANUFACTURING...


We offer process manufacturing solutions for clients who carry out batch manufacturing based on

processes or formulas — allowing them to track ingredients, configure schedules and manage material

requirements quickly and easily.

With our help, you can close deals that would otherwise be out of reach. And once the project starts,

we’ll be there to support you with friendly, personalized support around the clock. If you have a sales

opportunity in process manufacturing, let’s start working together and get that client on board.

• Integrates with Microsoft Dynamics GP, SL & NAV

• Clients can streamline and scale their operations,

improve productivity and increase profits• 30+ years in Process Manufacturing Industry

• 100% developed and supported in the U.S.

• Continually improved based on experience

and client feedback

(770) 421-2467

www.vicinitymanufacturing.com

ON THE COVERMatt Mastrud (aka Punchgut) created a

Culturinator for this issue’s cover. I may

just add it to Wikipedia’s manufacturing

process list (www.wikipedia.org/wiki/List_

of_manufacturing_processes). Speaking

of which, guess how many manufacturing

processes are listed on that Wikipedia page

(no peeking at the list!), and send your

estimate to [email protected].

The winner will receive a prize.

Cover illustration by Matt Mastrud for The Partner Channel ®.

If you were to rank on a 1 to 10 scale, where 1 = “Huh?” and 10 = “Amazing”, how would you rate your company’s culture? If that number is high, how important is it for you to maintain that rating? If the number is low, how important is it for you to improve that rating?

We looked at culture from a few different angles this quarter, from Pam McGee’s recipe for success in “Don’t be Led by Your Culture” on page 16

to identifying the pillars of your company culture in Adrianne Machina’s article on page 44. You’ll also read about what makes three Partner organizations click in our VAR and ISV profiles: SK Global Software on page 24, Qixas Group on page 32, and Prophix on page 40.

In addition to the culture focus, you’ll read an interview with Cecilia Flombaum, the business applications lead from Microsoft’s One Commercial Partner division (page 14) as well as view the Partners who achieved 2017 Microsoft Dynamics Partner recognition awards.

As always, thank you to my team, our advertisers, and the participants in The List for getting another issue out the door. It’s a pleasure!

THE ONE ABOUT CULTURE

THE PARTNER CHANNEL® MAGAZINE Fall 2017

PUBLISHER TPC Publishing

EDITOR-IN-CHIEF Jenny Davis

COPY EDITOR Kate Mund

WRITERS Bethany Foyt, Jasmine McNellis, and Jenny Davis

CONTRIBUTING WRITERS Adrianne Machina, Michelle Etherton, Pam McGee, Peter Joeckel, Tammy Farrell, Tracy Faleide

ART DIRECTOR Shawn Olson

CONTRIBUTING ARTISTS Dave Swang, Matt Mastrud, and Shawn Olson

ADVERTISEMENT SALES Jane Olson

MEMBERSHIP PROGRAM MANAGER Jasmine McNellis

The Partner Channel Magazine is published by TPC Publishing, a business unit of The Partner Channel, Inc., with principal offices at 1240 Elm Street, Fargo, N.D. 58102. All postage is paid from Fargo, N.D. If you wish to be removed from the mailing list, send your request, including name, business name,

and mailing address to the above address, or to [email protected]. If you wish to add names, the same directions apply.

The Partner Channel®, Inc. is an independent company and is not affiliated with Microsoft Dynamics® or any of its affiliates or subsidiaries.

This is a copyrighted publication ©2017, and all articles herein are covered by this copyright. All rights are reserved. Any use of the content for commercial reasons or any other form of reproduction of material

herein is strictly prohibited without prior written approval of The Partner Channel, Inc.

Most articles are submitted by independent industry professionals; therefore their views and opinions may not be those of the publishers. Inasmuch, TPC Publishing cannot be held responsible for any or all

comments or information held within those articles.

This publication is printed in the U.S.A. by Forum Communications Printing.

[email protected] partnerchannel ThePartnerChannel company/the-partner-channel

This label only applies to the text stock.


Grow your businesswith Microsoft Dynamics 365and

Marketing Automation for Microsoft Dynamics 365The ClickDimensions marketing automation solution embeds email marketing, campaign automation, web intelligence, lead scoring, event management, social, SMS messaging, landing pages, forms, surveys and more natively into Microsoft Dynamics 365. Dynamics users love that ClickDimensions:

Marketing Automation for Microsoft Dynamics 365clickdimensions.com 1.888.214.4228 [email protected]

Bridges the Gap Between Marketing and Sales

Has No Data Synchronization Issues

Is Scalable and Secure

Visit us in booth 446 at CRMUG Summit 2017 or contact us at [email protected] to learn more!

http://clickdimensions.com

pam mcgeeEMAIL [email protected]

Pam McGee is a business consultant, speaker, coach, professor, and principal of pMcGee Consulting. She is a futurist, well-read, simple, and curious. She likes to speak on business and leadership topics, women’s leadership, and equity issues. She consults and coaches executives and senior leaders on strategy, leadership, change, business, and personal growth. She has a real knack for facilitating meetings so the participants gain a higher level of learning, are eager to meet again, and leave better than they came. She does keynotes, coaching, consulting, workshops, and meeting facilitations, as well as chairs and teaches at Minnesota State University Moorhead in the professional management department. Her passions, experiences, and teaching areas are strategy, culture, integration (after M/A), organizational development and design, leadership, project management, lean, change management, emotional intelligence, and personal growth. She is well-versed in the software industry, healthcare, manufacturing, banking, and non-profits. Pam has coached, consulted, and spoke in more than 22 countries, and her past career experience includes leadership roles at Microsoft, Great Plains Software, Eddie Bauer, and Macy’s.

CONTRIBUTORS

Adrianne Machina is the chief velocity officer of Tornado Marketing and an in-demand copywriter, speaker, and consultant with a special focus on online marketing. Adrianne is a firm believer that progress is better than perfection, and that boring marketing will get you nowhere. She helps clients harness their business passion and purpose into marketing that reflects their company’s unique strengths and attracts their ideal clients. Adrianne has worked in the Microsoft Dynamics channel since 2000 and teaches marketing to entrepreneurs at the University of Wisconsin–Madison.

adrianne machinaEMAIL [email protected]

FACEBOOK Adrianne.machinaLINKEDIN Adriannemachina TWITTER Adriannemachina

WEBSITE www.tornado-marketing.com

CPA and Certified Fraud Examiner Tammy Farrell formed Savvy White Papers to combine her business acumen with her love of writing. Engaging an expert researcher, analyst, and writer, Tammy’s clients relax with confidence knowing that their marketing copy hits the needs and interests of executives with the right vernacular while highlighting their all-important unique selling point. Tammy ghostwrites thought leadership articles for CFOs and CEOs and has been published by Accounting Today, Financial Executives International, Insurance Innovation Reporter, and Global Banking and Finance.

tammy farrellEMAIL [email protected]

LINKEDIN TammyfarrellTWITTER @SavvyB2BWriter

WEBSITE www.savvywhitepapers.com

Peter Joeckel has been a leader in mid-market ERP since 1986 when his company installed some of the first network-based manufacturing systems in the country. As a business owner, Peter built and eventually sold one of the fastest-growing and forward-thinking value-added software dealerships in the country. Its success was fueled by innovative software selection techniques and an outstanding project delivery team. He sold the organization in 1999 to an e-commerce provider when it had grown in less than three years from zero to $6 million in annual revenue with more than 300 customers and 45 employees. He has assisted in the selection and implementation of hundreds of ERP solutions and has been recognized for his ability to match the right solution for a customer’s needs rather than “pushing boxes of software.” Today, Peter focuses on helping companies select and implement ERP solutions by using advanced tools and processes that increase the likelihood of successful projects. His goal is to continue to improve those tools and processes to build value for customers and provide a smooth transition from the selection to implementation process.

peter joeckelEMAIL [email protected]

LINKEDIN Peter JoeckelTWITTER TurnOnDynamics

WEBSITE www.turnondynamics.com BLOG blog.TurnOnDynamics.com

Tracy Faleide has nearly 30 years of experience in communications, project and people management, change management, strategy alignment, and marketing. She held several communications and leadership positions at Great Plains Software and Microsoft, led her own consulting and writing business, and now serves as a storyteller for her clients.

tracy faleideEMAIL [email protected]

FACEBOOK TfaleideLINKEDIN TracyfaleideTWITTER Tracyfaleide

Michelle Etherton is a professional marketing consultant, communications manager, and copywriter who has worked extensively with software publishers, VARs, and ISVs. With a background in Microsoft Dynamics CRM and ERP, Michelle intuitively understands how to translate highly technical topics into compelling content. Her motto? Technology doesn’t have to be stale and boring! It can be fresh, engaging, and even a little fun. Numerous organizations within the technology community have successfully leveraged Michelle’s innovation and expertise over the years, and she specializes in helping businesses develop targeted messaging and marketing for ERP, CRM, financial management, business intelligence, and productivity solutions.

michelle ethertonEMAIL Metherton

@thepartnermarketinggroup.com LINKEDIN Michelleetherton

TWITTER PartnerMktGrpWEBSITE thepartnermarketinggroup.comBLOG thepartnermarketinggroup.com/blog


NEWS

The September issue of Prairie Business magazine named and honored the “50 Best Places to Work 2017” in the northern Plains. For the fourth consecutive year, DFC Consultants made the list. “We’re thrilled to be included again as one of the 50 Best Places to Work. DFC Consultants was built on the key principles of being honest, treating customers well, and empowering employees. We take pride that is recognized in the community and by our employees,” said Carol Rogne, president/CEO, DFC Consultants. Not only was DFC Consultants listed as a best place to work by Prairie Business magazine, they were also listed in Inc. magazine’s Best Workplaces for 2017.

Encore Business Solutions (Encore), the largest Canadian-owned Partner dedicated to Microsoft Dynamics and cloud technology, announced that it has successfully completed its acquisition of Fine Solutions, a Seattle-based Microsoft Dynamics Partner. United by common business culture, the combined entity will now be the leading Microsoft Dynamics ERP and Dynamics 365 Partner in the Pacific Northwest. Learn more at www.encorebusiness.com/press/fine-solutions-acquisition.

Fisher Technology LLC, a leading integration and process automation provider, recently announced that it has joined the Shopify Plus Technology Partner Program. “High volume, high growth merchants that have more sophisticated needs leverage Shopify Plus to help them grow their business and meet their goals,” said Nicole Laurier, vice president of sales and marketing at Fisher Technology. “This aligns with the need for tight integration with their backend systems, and this is the need we fulfill. Our integration offers these merchants a flexible solution that considers how their business runs; we do not enforce our rules on them. Our ERP and eCommerce integration solution provides bidirectional flows that synchronize data between these applications automatically.” Jamie Sutton, head of technology partnerships at Shopify Plus, said, “From the earliest days of Shopify Plus, we have been working with Fisher Technology and their experienced team for integration projects. Welcoming them to the Technology Partner Program is just a natural progression of our relationship.”

A three-year growth rate of 365 percent has earned Stoneridge Software an appearance on the Inc. magazine 5000 list of America’s fastest growing private companies in its first year of eligibility. As a business technology consulting firm, Stoneridge Software ranks 1,150 among the top 5,000 companies and number 12 for companies located in Minnesota. “This recognition is great – it’s confirmation that our strategy of hiring technical experts who are passionate about serving their clients has allowed us to grow consistently over the past four years. Our reputation for solving complex business and technology problems has led more and more companies to seek us out – helping fuel our growth,” said founder and CEO Eric Newell. Stoneridge Software, with offices in Barnesville and Minneapolis, Minnesota, has more than 80 employees and specializes in business technology consulting with a focus on Microsoft Dynamics 365, Microsoft Dynamics AX, Microsoft Dynamics NAV, and Microsoft Dynamics CRM.

TrinSoft welcomes Bobby Haggard to its Microsoft Dynamics team. Bobby is a Microsoft Dynamics consultant with responsibilities including managing projects, demonstrations, training, and support of Microsoft Dynamics. He has experience with client installations as well as Management Reporter and numerous third-party products. Bobby is a graduate of the University of Kentucky with a bachelor’s degree in finance and management and a master’s degree in business administration. Prior to joining TrinSoft, he worked as a treasury analyst and accountant at Lexmark International, Inc. for 13 years. He has extensive experience in cash management, foreign currency hedging, financial reporting, and numerous other projects.

Ludwig Reinhard, PhD has released another book on project controlling and accounting. In this, the second in his two-part series, Ludwig moves deeper into the functionality of the Microsoft Dynamics 365 Project Management and Accounting module. While part one in the series provides a solid foundation in accounting and controlling methodologies as they apply to module setup and configuration, part two explores the module’s versatile functionality in specific scenarios. For more information, visit www.createspace.com/6893198.

GOT NEWS? Share it with us at www.thepartnerchannel.com/magazine under “Got News?”, and we’ll print it in the Winter 2018 issue of the magazine.

10 FALL 2017 | THEPARTNERCHANNEL.COM

UPCOMING EVENTS? Going somewhere, but it’s not on the list? Let us know, and we’ll include it in the next issue! Go to

www.thepartnerchannel.com/magazine under “Calling All Events!” to submit details. Find registration links to these events online at www.thepartnerchannel.com/upcoming-events.

EVENTS

5,000+

Plug in and go with pre-configured data connections. Connects out of the box to many common data sources including: Microsoft Dynamics 385,Microsoft Dynamics AX, Microsoft Dynamics CRM, Microsoft Dynamics GP, Microsoft Dynamics NAV, Microsoft Dynamics SL and other systems. Power BI connectors also available.

Powered by

NovembereXtreme365

November 6-9Long Beach, CA

www.extremecrm.com

AprilSummit EMEA

April 24-26Dublin, Ireland

www.summitemea.com

MayMicrosoft Build 2018

Seattle, WAwww.build.microsoft.com

JulyMicrosoft Inspire 2018

July 15-19Las Vegas, NV

www.partner.microsoft.com/inspire

SeptemberMicrosoft Ignite 2018

September 24-28Orlando, FL

www.microsoft.com/ignite


www.dataself.com

ON THE HOMEFRONT

story by JENNY DAVIS

I grew up on country music. I remember performing “80’s Ladies” with my sister on our grandma’s fireplace and wrapping my hair in a dish towel so it would be long like Crystal “Jail’s” (aka Gayle’s).

Garth Brooks had a permanent spot in my heart, I belted “Strawberry Wine” at junior high dances

(probably a good antidote for early relationships), and later wanted to be the fourth Dixie Chick.

Somewhere along the line, my playlist changed. I couldn’t tell you who has a number one hit right now, but I knew that going to Nashville for UG Summit without taking in some music would be almost criminal.

I purchased tickets for Jane, Bethany, and me to attend the Grand Ole Opry performance on Tuesday, October 11. There were nine performers for the show, only three of which (well, four if you consider Brooks & Dunn as individuals) I’d ever heard of, but as mentioned: When in Nashville!

The day of the show, I ran into three colleagues who shared glowing reviews of their Opry backstage tour. They talked about the venue and performer culture and the energy they felt from just being in that spot.

That evening, we herded through security and visited in the outdoor queue as the earlier show let out. Finally, those glorious doors opened, and we streamed in. Appropriate for the time of year, carved pumpkins in the likeness of stars were on display, and Carrie Underwood’s voice filled the halls in an Opry promo video.

We took our spots and right on time, the curtain was lifted, and the announcer started his commercial for the Opry and Dollar General, a sponsor for the night. The musicians took their spots, and the rich voice of John Conlee, an Opry inductee in 1981, filled the room. I’d never heard of John, but the thought that this man has been taking the stage and entertaining a demographic-shifting crowd for 36 years was inspiring.

It was Brooks & Dunn’s first time back to the Opry in 17 years, and “My Maria” was as great as ever. Each act seemed to build on the previous and I must have said, “They were amazing!” at least 46 times. The night ended with Chris Janson and Keith Urban singing “Sold” by John Michael Montgomery.

I never wanted to leave the building. But I did, with a huge grin plastered on my face. (Jane and Bethany

suffered from the same affliction.)Being in a place with such history and warmth and love and talent

was unbelievable. I started my career in a place that had a similar special tone, and experiencing the Opry culture made me excited to help share this issue on culture with you as well as amp up the culture within our own little company, which is easy to put on the back burner when life and projects get hectic.

If you have a chance to see a performance, go. There’s definitely something special about that place and the people who come through its doors. A dose of spectacular talent and fun, all rolled into one. What more can you ask for?

CultureAT THE GRAND OLE OPRY


FIGURE OUT YOUR NEXT MOVE.

Read a snip of “Generational Look at Social Media” on page 50 and download the full report at

www.thepartnerchannel.com/marketing-in-the-microsoft-dynamics-community



www.business-computers.com

TPC INTERVIEW

In July 2017, Microsoft announced the formation of the One Commercial Partner organization. This group is focused on simplifying Partners’ engagement with Microsoft, enhancing the support they receive by engaging them in the “Build-with”, “Go-to-Market”, and “Sell-with”

motions. Cecilia Flombaum was recently named the business applications lead for the One Commercial Partner organization and is working with the Cloud + Enterprise teams to put those motions into action.

The Partner Channel (TPC): What does your new role encompass, and what are your key focus areas? Cecilia Flombaum (CF): As part of this role in the new One Commercial Partner organization, I get to set Microsoft’s ecosystem strategy, together with the engineering and marketing organizations, and own the execution of that strategy through our newly-formed “Build-with”, “Go-to-Market”, and “Sell-with” motions.

Through my team we will be looking at the health of our ecosystem, drawing insights and deep understanding of the drivers behind the Partner ecosystem performance and designing ways to accelerate their success as well as drive their growth through capacity and capability initiatives.

TPC: Recently there have been conflicting messages around the future of Microsoft Dynamics 365 for Finance and Operations, Business edition. How would you frame up the change around Dynamics 365 for Finance and Operations? CF: We have such a unique proposition to the market in this area of the business! The market for business applications, especially when it comes to mid-size companies, is moving to the cloud fast. We have very rich, incredibly valuable, Partner-driven on-premises business. All we have to do is provide this ecosystem, and all the new Partners we expect to attract, a compelling path to cloud that will allow them to respond to their customers’ needs. That’s exactly what we’ll do whether the Partner’s business model is closer to a reselling services provider or that of an ISV.

TPC: The product announcement was made almost simultaneously at Inner Circle and Directions US, giving lots of opportunity for Partner feedback. Did that feedback change the plans? CF: I’m an advocate of early Partner feedback, especially in this area of the Dynamics 365 family. Sometimes sharing directional statements creates nervousness in the channel, but this is what it really means to take part on the journey with us in a true partnership.

The feedback that our ecosystem provided was absolutely heard and helped shape the strategy that got published in our blog a few days later. Both Directions and Inner Circle were great opportunities to exchange points of view across different members

BUSINESS

APPLICATIONS

LEAD, ONE

COMMERCIAL

PARTNER

FlombaumCECILIA


of the Microsoft team and different types of Partners. These opportunities are always golden and result in a net gain for all parties. We all know that it’s this ecosystem that sees, hears, and talks to mid-size customers every day. They’re always one of the best sources of feedback we can get, and their success will become ours.

TPC: The Solution Maps have been presented. What are the next steps for Partners that have a solution to fill the gaps? CF: The local teams will be engaging with Partners in the coming weeks to make sure their solutions are profiled and qualified to be part of the Solution Maps. While the process might take a little time to work consistently, we truly believe that it will add predictability, clarity, and efficiency to both Partner recruitment, for the cases when a gap is identified, and Partner co-selling engagement in the right industry, location, and at the right time.

The global maps are being built, and starting in October 2017, they’ll start to be localized to make sure they represent Partner solutions and offerings available and capable at the local level. As this process matures, we’re confident that Partners will realize huge value through the consistent sales engagement they’ll see in alignment with their experience and capabilities.

TPC: And on that vein…what are the next steps for the “Build-with”, “Go-to-Market”, and “Sell-with” motions?CF: We definitely need to consolidate this new model, and that is really THE step for the near future. We have changed our Partner engagement roles dramatically, and solidifying this change is our most important mission.

We want to see a “Build-with” organization that puts Partner success and growth at the center with no Microsoft product or customer segment bias, helping the Partners grow in the direction they want to grow and in the geographies they want to expand.

We want to see channel managers become experts on Partner capability

Easy for Employees, Eff ecti ve for Management, and Powerful for Accounti ng!

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ParamountWorkPlace.com | 800.725.4408

around the customers or territories they cover, with co-selling success at the center. We want to see a “Go-to-Market” organization that orchestrates execution across the four solution areas Satya defined this year at Inspire and executes powerful and effective marketing with all our Partners.

Solidifying the model while simultaneously performing inline with expectations for business applications is the most important next step.


http://paramountworkplace.com

LE

AD

ER

SHIP

story by PAM McGEE illustration by SHAWN OLSON

CultureR

esearch will tell you that if leaders don’t lead culture, it will lead them. Culture exists whether you want to focus on it or not as a leader. One leader in a major hospital said, “Our culture is fine; it’s the numbers we need to address.” Another leader in a non-profit said, “Our numbers are fine; it’s the culture we need to focus on.” Who’s right? Both; however, Tom Peters would say, “Culture trumps strategy, every time.” On the other hand, another leader in technology said, “If I just fix culture, my problems will dissipate.”

It’s like when you hear people say that “winning the lottery” will fix all their problems or losing that 50 pounds will save their marriage.

Culture resembles those statements. Culture does not fix all your problems, but if you have both culture and a solid business model, you are more equipped for success. Leaders need to lead with a culture that executes on their strategy. Culture doesn’t make your problems disappear, but it does determine how you behave when you are traveling through good and hard times.

Culture is the mystery ingredient in the “secret recipe for salsa”. You can have good salsa, but without the right ingredient, it just doesn’t wow you. Just like culture, you can have a good culture that does no harm or nothing speculator, either, but it isn’t going to stand out to customers, potential employers, or investors.

How often do we get into a routine or a rut where we forget the path we travel or the reasons we respond the way we do? For example, one of the leaders I coach in non-profit sees the need to lead differently, reads all the best business books on culture, and says all the right things. However, she is in such a stimulus, respond, stimulus, respond cycle that the words and the culture she imagines can’t come to fruition. For example, she wants a culture of ownership, where employees create solutions in and outside their domains and with and without their leader’s insights and approval. One of her favorite lines is “proceed until apprehended” (“The Florence Prescription”, Joe Tye, 2003). Yet, when a leader proceeds to make a bold move, she often overreacts, responds with wisdom and coaching on what she would do to solve the problem, and often “judges” the employee harshly. Do you see any error in not leading the way you imagine, but instead being led by what you can’t see? The same is accurate for culture. Your culture will shape itself based on the leader’s choices each day, whether planned or unplanned.

DON’T BE LED BYYOUR


Most leaders give lip service at best to culture because they don’t consciously take time to plan the way they want the culture to behave, or they feel they have not a minute to spare for culture or worse yet, culture is not even in their daily thought pattern. How can a leader step out of the “lip service” model of culture development?

What if the leader scheduled 1:1s, held team meetings, put thought time in her calendar for culture, and developed a culture rollout (or product release) plan for the culture. We wouldn’t think of launching a new product without a roadmap, customer demand, or market opportunity. Culture is no different. It takes a thoughtful, planned approach from leadership and teams. It’s a process, not just a feeling. Culture needs to be a strategic focus for every company. It needs its own product road map, action items, and owners.

The number one thing I hear from leaders who embark on owning the culture process is that they don’t have time, it’s too much work, they don’t know what words to pick for a slogan, etc. etc. All of those are real and true and hard work. But three key actions help the leader define culture, live culture, and teach others to live the culture (or transition toward the culture).

First, take time to learn a basic culture roadmap and transition process. Read something, watch a YouTube video, ask a friend who has done it well, get a certification, and much more. The point is that you must know how to manage the culture process before you can do the work of culture. There are many resources, including great resources like “Contagious Culture” by Anese Cavanaugh, “Leading Change” by John P. Kotter, “The Advantage” by Patrick Lencioni, “The Energy Bus” by Jon Gordon and Noah Gordon, and “Five Frogs on a Log” by Mark L. Feldman and Michael F. Spratt (the latter is about culture during an acquisition). You can watch TEDx talks by Simon Sinek and Rosabeth Moss Kanter.

Second, engage your leadership team. Educate them, have dialogue groups, set performance expectations on culture improvements. Do a company climate survey where the leaders’ division is assessed, and they establish a baseline and create action plans for strong and weak areas. You typically engage people by asking for their insights, igniting a desire to change, and helping them grow into different behaviors.

Third, create a marketing plan/campaign to get propaganda on the culture you are creating into the hands of every employee. Employees must see and hear the new culture change message at

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least six different times (William Bridges, 1998) before they even realize a change is occurring. As part of the marketing plan, capture success stories of who is already living the new culture as well as people who are legacy leaders and respected who are trying to change. In addition to marketing, you need to role model leadership behavior and support it as a decision-making tool. One education institution has changed their culture and now uses the new culture tenants (heart, humility, and grit) to make decisions that align strategy with budget choices. They are using their culture plans to execute on strategic decisions.

Lastly, keep going. Managing culture thoughtfully requires a deep commitment to the words and the choices you make to define culture. It’s the not the deep commitment you make to the planning offsite and the buzz words; it’s the deep commitment you make to live the culture when it means letting someone go who does not believe in the culture that has been with you for 20 years. It means making unpopular decisions that would have been a part of the old culture but no longer fit in the new culture. For example, it’s saying NO to the next biggest deal because the way you’d have to act to earn that revenue would not be a good example of your culture.

Building culture into the day-to-day operations of the business helps it become real and manageable. For example, instead of “calling a culture meeting”, how about you talk about culture at the monthly company townhall meeting. Instead of sending your leaders to fancy expensive training, how about you all read a book and do a discussion on the culture book for an extra 30 minutes after each weekly project meeting.

You wouldn’t create an entirely different process to manage the product roadmap; you’d use the process that was created to be the roadmap. Same as culture: Use the roadmap you create within the daily business.

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“Ten Suggestions”

With the Microsoft Dynamics ERP and CRM User Group Summit just happening, I thought it was my humble duty to assist the Microsoft Dynamics management team with their to-do list for the next year.

Just trying to be useful.As an aside, except for some minor product-specific issues, the following list could be

used by any ERP publisher, in any market segment, any year.That, of course, is in my humble opinion. These things are certain at annual software summits: » The pronouncement that this is the “best year ever to be a Partner!” » The introduction of new software features and functions that promise to provide “the best solution ever!” » Keynote speakers holding their breath while giving advanced functionality or technology demonstrations that

they pray don’t crash. » Confused Partners milling about, complaining, and strategizing about how to react to the latest “plan of the

day.”Instead of the usual re-heated pablum, here are my suggestions that would really shake up the market and make

a difference over the next year and beyond:I. Code freeze – Take a deep breath and give everyone a year to catch up and learn the software they already

have. This step may actually take significantly longer, but it would be a start.II. Focus on the real users – Instead of trying to figure out how to add the latest and greatest technology, how

about some help to the folks that do all the work? A browser interface and a mouse are not the ideal tools for entering hundreds of transactions daily. What was the last ERP software innovation that made life easier for the people in the trenches?

III. Technology freeze – The biggest laugh I get in talking to Microsoft Dynamics AX users is when I demand to know who exactly it was that asked for Cortana (son of Siri) integration with their ERP system. It reminds me of standing in front of the towel dispenser in every public restroom wildly waving my hands trying to figure out how to make the three inches of paper towel dispense. Not everything is improved with additional layers of technology.

IV. Stop renaming/rebranding – Trying to keep up with the product name changes over the past year or so has given me ADD. But the Adderall has me focused as hell, and it is not as bad for my teeth as the meth was. As an aside, what is with the secret product code names? Is this ERP software or a missile program?

V. Ride one horse – Figure out an ERP solution and ride it. The biggest hidden lifetime ownership cost in ERP is moving from one product to another. I propose that it is easier to develop a scalable product than maintain multiple offerings. Here is your goal and marketing slogan: “from QuickBooks to SAP…we can replace it all.” You’re welcome.

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(BECAUSE 10 COMMANDMENTS SOUNDS PRESUMPTUOUS)


VI. Sell Microsoft Dynamics GP - To the existing dealers. What was once the greatest ERP Partner channel in the world still has enough strong, dedicated players to kick some Acumatica, et al. arse. By the way, their channel recruiting staff will be wandering around at Summit picking off more disgruntled dealers. If you need someone to point them out, send me a first-class plane ticket.

VII. Simplify pricing – If I can’t instantly produce a quote on the back of a business card, it is too complicated. When I have to download a document that is longer than “War and Peace”, it is insanity. The hidden problems caused by confusing pricing are immeasurable. How about this: One price for all available functionality! It is better to give too much than too little and risk looking like you are nickel-and-diming the customer.

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VIII. Recognize the cloud is not for everyone – I get it: A lot of personal wealth is tied to stock options, and the underlying stock price is probably disproportionately driven by how Azure is doing versus AWS and other cloud providers. However, everyone is not ready for the cloud. Accommodate all customer needs, even the technology laggards.

IX. Invest in training – Take a nice chunk of the R&D budget for the next year and use it to train up the Partner community. Free. In-depth. Meaningful. Training. Excellence in implementing your solutions will go so much further than layering on more functions or technology. Think of the goodwill that would be generated among Partners and happy customers when they are not training “senior consultants” on their dime.

X. Net good, not net new – The myth of the Big Important Partners can’t die soon enough. There is a huge “secondary” market of under-the-radar companies and independent consultants that make a living cleaning up after the mess made by Big Important Partners. Reward great implementation efforts and not sales where the implementation team walks in and says, “you were promised what?”.

And while we are at it, give everyone the same margin. You don’t need the extra cash as much as the small Partner that is trying to make a living supporting your product. Again, think of the goodwill and how that money is leveraged in the Partner community instead of your bank account.

Peter Joeckel is president and founder of TurnOnDynamics, a specialty consulting firm that concentrates on Microsoft Dynamics AX/D365 clients. He has more than 30 years of experience in selling and implementing ERP software, from MAPICS to Macola to Microsoft Dynamics GP to Microsoft Dynamics AX and now D365. He welcomes feedback on his list and what you would edit, add, or delete as healthy debate generates new ideas. He can be reached at [email protected] or 214-729-5638.


Red Maple

http://www.redmaple.com

Rick Sandler and Tim Kahne founded S a n d l e r * K a h n e Software (Now SK Global Software) in 1994, focusing on

electronic banking and manufacturing software for Microsoft Dynamics SL. Over the years, they worked hard at building a great relationship and solid reputation with Microsoft, the Partner channel, and the customer community.

In 2010, they decided to get on the Microsoft Dynamics AX bandwagon, offering their eBanking software to larger and more complex companies. They teamed up with Plumbline Solutions to build expertise on the Microsoft Dynamics AX platform, rolling out Positive Pay – the first piece of what was to become the eBanking Suite for Dynamics AX, now known as the Treasury Automation Suite for Dynamics AX. This expanded Sandler*Kahne Software’s inhouse expertise around Microsoft Dynamics AX quickly. In 2015, Tim and Rick brought the Plumbline Microsoft Dynamics AX team under the SK umbrella and added another Partner whom they’d known for 30 years: Scott Caudle became CEO to complete the company’s change over to SK Global Software.

Since then, SK Global Software has grown significantly, continuing to expand their Treasury Automation Suite for Microsoft Dynamics AX, now Microsoft Dynamics 365.

The Partner Channel (TPC): I love the story of how you and Tim got started. Can you share that story with our readers?Rick Sandler (RS): I met Tim Kahne at a Solomon conference in Dearborn, Michigan, back in 1994, and it turned out we had a lot in common. We lived just 10 miles away from each other in D.C., were about the same age, and both worked in the Solomon (now Microsoft Dynamics SL channel). Tim was a developer, and I was a reseller waiting for Solomon to come out with a manufacturing solution that seemed to be dragging on. After much discussion, we decided to bring something to market together. Tim had the development expertise, and I had

the accounting and manufacturing experience. Also, Tim had developed a product called AP Direct Deposit, which was the seed that grew into our banking-related products today. We shipped many copies of that product on floppy discs!

So, we scheduled a two-week train trip across the country, going from Washington, D.C. to Chicago to Denver to Santa Clara, California to Seattle to Fargo to Minneapolis to Chicago and finally back to D.C. We had a Motorola flip phone with a modem (300 baud!) to use for email to communicate with resellers at each stop along the way. Using that, we set up appointments to show what we had created, getting suggestions at each stop and then incorporating those suggestions for the next meeting.

INTERVIEWEE Rick Sandler, Partner

WEBSITE www.sksoft.com

Rick Sandler

VAR PROFILE

A MOST PRODUCTIVE TRAIN TRIP


TPC: Wow! Did you have a goal in mind when you hopped on that train?RS: Yes. During this two-week span, I wrote the operator’s manual, and Tim coded the software. By the end, we had a product we could introduce at the SDG conference in Monterey in 1996. This product was called Project Controller Manufacturing Edition (PCME) and supplied the work order piece that allows manufacturers to build something from materials, labor, and other costs. Later Solomon purchased the work order piece PCME, which became what is now Microsoft Dynamics SL’s work order module. The other part of PCME was “Project Work Order”, which we still sell today.

TPC: Moving more into the present, what were the challenges of rolling over into the Microsoft Dynamics AX world?RS: Customers are definitely larger and have more complex requirements, all of which help us fuel the development of our software. All in all, it was a different market that required in-house development expertise to offer value. We acquired a group out of Plumbline Solutions to help us meet that need and haven’t looked back.

Resellers also had a different mentality than we were used to. For Microsoft Dynamics AX Partners, if a feature wasn’t in the core product, their instinct was to develop it instead of ask ISVs in the channel.

Over time, that has changed, but because customers are more complex, they place more demands on their Partners to handle core functionality and business requirements. We’ve worked diligently to build trusted relationships with resellers to help them serve their customers’ needs in areas that are not “out of the box”.

In addition to rebranding our company, we also renamed our eBanking Suite to the Treasury Automation Suite for Microsoft Dynamics AX because bigger companies getting involved had their treasury teams involved as part of the buying decision. We are still primarily electronic banking, but we continue to add exciting features like new functionality around credit card processing and in-house banking (see our website for what we announced in Nashville at Summit 2017!).

TPC: Is Microsoft Dynamics SL still a big part of your business?RS: We have 1,300 Microsoft Dynamics SL customers active on maintenance, and we maintain it on the Microsoft Dynamics SL platform. Despite the fact that Partners and customers may think Microsoft Dynamics SL is going away, we added more than 60 customers this past year and are on track to add that many again this year. For us, Microsoft Dynamics SL is still alive and doing very well!

With that said, Microsoft Dynamics AX is definitely our primary business. We have more than 350 Microsoft Dynamics AX customers and continue to grow rapidly, serving larger customers all over the world like Tesla, Brightstar, GN ReSound (the Jabra Bluetooth folks), PANDORA® Jewelry, and Maersk Container to name a few, as well as mid-market companies. We fit wherever Microsoft Dynamics AX fits.

TPC: Changing gears a little, I hear some congratulations are in order for your recent Inner Circle award status. Way to go!RS: Thank you! Yes, we have been awarded President’s Club every year since 2004, so we were ecstatic to receive Inner Circle this year. Since we became a global strategic ISV for Microsoft managed out of Redmond, our visibility has increased, and we have an even tighter relationship with Microsoft.

TPC: With so much change at your business, what type of culture have you been able to maintain?RS: We consider ourselves a tight family and look out for one another the best we can. A recent example is Hurricane Harvey. We have four of our people living in Houston who were directly impacted. We offered to cover travel costs and provide extra PTO for anyone on our staff who would like to travel down and volunteer in the recovery efforts.

Professionally, we also try to make sure our employees are offered growth opportunities. Even if they are doing well in their current role, if they’re hitting the ceiling with their potential, we endeavor to make room for them to grow and spread their wings to focus on their passions and skillset.

During this two-week span, I wrote the operator’s manual, and Tim coded the software.

By the end, we had a product we could introduce at the SDG conference in Monterey in

1996. This product was called Project Controller Manufacturing Edition (PCME)

and supplied the work order piece that allows manufacturers to build something from

materials, labor, and other costs.

HEADQUARTERS Houston, Texas

EMAIL [email protected]

“”

PHONE 301-963-7300, ext. 112


story by MICHELLE ETHERTON illustration by DAVE SWANG

MarketingW

hen you’re marketing technology, especially in a B2B model, you’ve got plenty of messaging that shows how your product/service/company helps businesses succeed. If you’re one step further in your marketing, you’re also able to say how your product/service/company helps different roles and personas within the business succeed.

That’s all fine and good, and it’s important messaging to have. But, it’s not enough. Not today.

We’ve said it many times before: When you are marketing something like software and services that can be purchased just as easily through other Partners or competitors, you need an X factor that makes you stand out. And figuring out what that is can be very, very hard to do.

FINDING YOUR X FACTOR There’s a reason so many business, marketing – and even tech – articles out there right now focus on customer

centricity, customer engagement, customer experience, and customer relationships. Thanks to the internet, mobile devices, and social media, we are more connected and engaged and conversational than ever.

Even in business, we are seeing decision makers place higher value on relationships and experience. We write a lot of case studies and hear directly from clients why they choose working with a Partner over the software publisher, or why they choose one Partner over another. Hint: It’s rarely based on price.

Your clients choose you for your people, your expertise, your service, and your understanding. They praise consultants for going above and beyond. They feel like you have, and will continue to have, their back.

They aren’t just choosing your product, they are choosing your culture. And that is your X factor. No two companies share an identical culture, and that’s the beauty of it! There are many things that make up your

unique culture. It’s a powerful differentiator, and it absolutely deserves a place in your marketing strategy.

DEFINING YOUR CULTUREFirst, you need to define your culture, and that can be difficult when it seems intangible. Merriam-Webster’s

definition of culture is “the set of shared attitudes, values, goals, and practices that characterizes an institution or organization.” I would add that your culture simply is “who” you are, not “what” you are.

You need to give your culture life. I suggest asking these questions to start: » If your business had a personality, what would it be? » What is your mission for your employees and clients (not the business)? How do you support it? » How do you make people’s lives better professionally and personally?

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THE MISSING X FACTOR IN TECHNOLOGY


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» Who are the exceptional people in your organization and why? » Are you involved in the community or professional/personal causes? » How do employees go above and beyond?

Ask your employees and colleagues to weigh in on how they would describe your company’s culture. It’s a great exercise for any business, and you might be surprised by the different answers and perspectives you get.

SHARING YOUR CULTUREOnce you’ve defined your culture, you need to define how you will communicate it. How do you weave it into

your marketing in a way that invites your clients in and makes them feel like a part of it? Here are some ideas to get started: » Invest in customer stories. This isn’t a new tactic by any means, but what better way to convey the value of

your culture than by having one of your clients explain to your prospects why they should trust you. » Showcase your employees. And I don’t mean the same old corporate bio. If I went to your website right

now, I would probably learn about your CEO, but can I get to know who I will actually be working with, such as my consultant or tech support team? You probably use customer testimonials, but have you considered also using employee testimonials? Did an employee earn a new degree or certification, volunteer for a community event, publish an article, or have a baby? Congratulate them publicly!

» Socialize your events. Whether your team is at an industry trade show, building houses for Habitat for Humanity, or at the company holiday party, let us in. Take pictures. Post them socially. We want to see you as people doing real people things outside the office. You don’t just sit around coding software. Prove it.

» Get involved. If you’re not actively involved in anything but your business, maybe it’s time to find a community, industry, or nonprofit program to get involved with as a group. Encourage employees to participate, and give them time off to do it. It’s good for the soul, you’re helping others, and – although it shouldn’t be your sole motivation – it’s an excellent marketing opportunity.

» Align your branding. Does your branding match your culture? Your logo, your slogan, your website, your tone, and even your color choices all say something about your personality. If you want to be modern and bold, but your branding is beige and brown, it’s time for a refresh. Try a new color, a new font, a new layout, or something to change things up. We are visual creatures and, like it or not, your branding is often our first impression of your culture.

» Share on social media. While LinkedIn can be more “stuffy” than other social platforms, Twitter and Facebook are excellent platforms to share your culture. Share your photos and news, start conversations, interact with your prospects and clients, and have a personality. If you don’t have a social strategy in place, get started on one.

» Think video. Because video is automatically engaging, it’s a great way to put a face on your culture. You could do a video “brochure” in your office with the whole team or customer case study videos. Record speaking engagements at seminars or live presentations to share on your YouTube channel.

HAVING FUN WITH ITThe best advice I can give is don’t be afraid to let your personality shine through – something most technology

companies struggle with. Southwest Airlines is often cited as an excellent example when it comes to culture and customer service. They are fun, relatable, and sometimes silly, yet that doesn’t make us think their pilots or engineers are any less qualified because of it. You don’t have to be “gimmicky” to be interesting.

Michelle Etherton is a communications manager/senior writer at The Partner Marketing Group. She can be reached at 816-878-3610 or [email protected]. If you need help bringing your brand and culture to life with engaging content, visuals, case studies, and more, contact Michelle or send an email to [email protected].


Ladies and gentlemen, we have a winner! Congratulations to Jessie Bragg of Zerofail Southeast

for winning our Summer 2017 contest. Now for the next round of the Word-A-Ganza! Posted along the perimeter of this page are 25 words that relate to the topics and themes included in this issue of The Partner Channel Magazine. These words can be found in the grid horizontally, vertically, diagonally, backwards, and forwards. You can submit your completed word find to us for a chance to win a $10 gift certificate to Starbucks so you can enjoy future word finds over a latte or cup of tea.

Simply scan and email your completed word find to Jenny Davis at [email protected] or mail a copy to The Partner Channel, 1240 Elm Street, Fargo ND 58102. If you don’t want to write in your magazine, contact Jenny, and she’ll email you an electronic version of the same word find.

word ganzaa

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2017 Microsoft Dynamics

PARTER RECOGNITION

SERVICES PARTNER OF THE YEAR WINNERSGlobal Services Partner of the Year: DXCAsia Pacific: Fusion5Canada: DXC EclipseCentral and Eastern Europe: VeriParkFrance: Avanade FranceGermany: HSO Deutschland GmbHGreater China: Tectura Hong Kong LimitedIndia: All e TechnologiesJapan: SCSK CorporationLatin America: Axxon Consulting S.A.Middle East and Africa: eBECSUnited Kingdom: eBECSUnited States: MCA ConnectWestern Europe: Columbus

ISV OF THE YEAR WINNERSGlobal ISV of the Year: VeriParkAsia Pacific: BARHEAD SOLUTIONS

AUSTRALIA PTY LTDCanada: ABELSoft Inc.Central and Eastern Europe: SmartbusinessGermany: MODUS Consult AGIndia: PRAGMASYS CONSULTINGMiddle East and Africa: GenbilUnited Kingdom: LS RetailUnited States: Apttus CorporationWestern Europe: Sana Commerce

PARTNER AWARD RECIPIENTSCongratulations to the 2017 Microsoft Dynamics Regional Partner award winners! The Microsoft Dynamics Regional Awards recognize Partners who have delivered outstanding business performance by providing valuable solutions based on Microsoft Dynamics. Congratulations to the following Partners for their commitment and dedication to solving customers’ business issues with Microsoft Dynamics!

Congratulations to the Inspire 2017 award winners! The Inspire Awards recognize Partners who have delivered exemplary solutions; there were three Microsoft Dynamics focused categories.

Cloud Customer Relationship Management Partner of the Year: Hitachi SolutionsEnterprise Resource Planning Partner of the Year: SAGlobalMicrosoft Dynamics Industry Partner of the Year: Tribridge

INSPIRE AWARD RECIPIENTS


AcandoAccenture/AvanadeAlfaPeople Nordic ApsALTERNA S.R.L. Armanino, LLPAvtex Solutions, LLCAXtensionAxxon Consulting S.A.Bestborn Business SolutionsBlue Horseshoe Solutions, IncCapgemini Italia S.p.AColumbus Global Computer Engineering &

Consulting, Ltd.COSMO CONSULT AGCrestwood AssociatesCRM PartnersDXCeBECSEdgewater FullscopeEIP Sp. z o.o.eLogic

EOS SolutionsExperlogixFusion5Hand Vyung Information

Technology Co., LtdHitachi SolutionsHSO InternationalIncadeaIndustryBuilt Software Ltd.Intergen LimitedKPMGLevtech ConsultingLS RetailMASAOMCA ConnectMint Management

TechnologiesNaviconOrbis AGPowerObjects, an HCL

Company PricewaterhouseCoopers Pvt.

Ltd

PYLADESQBSQuantiQRhino Systems, S.A. de C.VSable37SAGlobal, IncSana CommerceSBS GroupSCALES A/S – an NNIT Group

company Sierra SystemsSikich LLPSK Global SoftwareSociusSonoma Partners, LLCSopris Systems LLCSunrise TechnologiesThinkmaxTo-IncreaseTribridge Holdings, LLCVeriPark

INNER CIRCLEInner Circle recognizes the top echelon of Microsoft Dynamics Partners and ranks them at the top of the global network of Partners. This award is a direct result of the positive relationships that these Partners have developed with customers as well as their commitment to delivering top-quality solutions.


Floyd Chan, owner and founder of Qixas Group, didn’t start out in the software industry. He worked for years in the music and video

production industries, eventually finding his way into systems operations with a major ERP Partner.

“Just like many others in this channel, I didn’t come into it directly,” Floyd explains. “I’ve had my hand in a few industries and with each one, I’ve tried hard to excel and become part of the community. I especially pay close attention to how business works in various industries.”

Today, Floyd is known as the “NAV Genius” by his peers and leads a growing and inspired group of employees at Qixas Group.

After working with a major Partner for about seven years, Floyd went out on his own to help other Partners and clients

with troubleshooting problems within Microsoft Dynamics NAV and Microsoft Dynamics CRM. He hired mostly senior developers to help with projects, taking the “Navy Seal” approach of deploying, training, troubleshooting, and moving on to the next project.

Floyd and his group of experts had a great thing going, but then Microsoft added a little caveat that changed the direction of his company: To be a Gold Certified Partner, you

must sell software. Floyd decided to go for it, brought on a sales team, and created Qixas Group, offering Microsoft Dynamics NAV and Microsoft Dynamics CRM.

They’ve doubled in size in the past few years, added other product lines such as Azure, partnered with SQL Perform, and have become Microsoft’s preferred trainer for Microsoft Dynamics NAV. Qixas is a full Microsoft Dynamics NAV shop from initial analysis to specialized development projects.

INTERVIEWEE Floyd Chan, Owner

WEBSITE www.qixas.com

LOCATIONS Toronto and Boston

Floyd Chan

DID YOU KNOW? Qixas Group is Microsoft’s preferred trainer for Microsoft Dynamics NAV.Qixas Group is a Microsoft Gold ERP Partner specializing in Microsoft Dynamics 365, Microsoft Dynamics NAV, and

Microsoft Dynamics CRM implementations, upgrades, training, and support.

VAR PROFILE

A MASTER OF METHODOLOGY


And all of this was made possible by the unique and family-like leadership of Floyd Chan.

The Partner Channel (TPC): Your team speaks very highly of you. What culture do you try to encourage for your employees, especially when you’re growing so fast?Floyd Chan (FC): I really appreciate and try to encourage creativity, independence, and the ability to take that knowledge and apply it in a best practices manner for any project and scenario. I want to provide employees with a framework and then the freedom to do what they think is right.

During our internal training, I follow a structured methodology and always reiterate that to my team. I think if you get that type of training and guidance from the beginning, it helps them gain confidence in what they do today and on to the next step on their career path.

That is also very important to us. We know our employees want to get to where they want to go, not just to work for our company. Sometimes these conversations even reveal additional opportunities for Qixas, but it creates a sense of understanding that it’s sometimes not all about Qixas.

TPC: Tell us more about your methodology. What is your thought process behind that?FC: I believe everything has a methodology. If there’s a problem, there is likely a solution that’s already been developed. This is for anything: An ERP project, running a business, one-to-one interactions – anything! It’s important to dig into the best practices already created so you’re not reinventing the wheel, so to speak. Every industry has its best practices. I learned that early on, and it’s helped me provide true value to my clients throughout the years as well as train on some amazing employees.

TPC: You truly exemplify that in your everyday life as one of Microsoft’s go-to Microsoft Dynamics NAV trainers. Can you talk a bit about that experience?FC: I love teaching. I think that comes back to my interest in best practices. When I uncover a great way to get things done, I need to share it with other people. Being a trainer allows me to relay that information to others. It excites me to have a classroom of students, give them real-world application, and see the lightbulbs go off above their heads. They can then apply that information to their day-to-day product and do the things they need to do to be successful.

I’ve been lucky enough to have a great relationship with Microsoft that allows me a venue to teach, as well as to develop the actual courseware and materials. That relationship also allows Qixas better visibility of Microsoft’s vision and helps us prepare for where that’s headed.

TPC: Where do you see that vision taking Qixas? FC: The amount of opportunity with Microsoft and its product lines is unbounded. There are so many things to explore and figure out how to capitalize on what Microsoft has presented. Such is the case with Dynamics 365, the future of Microsoft Dynamics NAV, Microsoft Dynamics CRM, and Microsoft Dynamics AX. It’s exciting, and the amount of opportunity is endless, but it takes creativity to decide which direction to go and how to optimize on that roadmap.

For us, the training, implementation, and consulting are the major focuses. We are also looking to expand Partner services, helping support more Partners all over the globe. We are growing services with our sister company, SQL Perform, as well as building up other Partnerships there.

TPC: What do you love about the Partner channel? FC: I love this channel and the people in it. The technology and enthusiasm that everyone brings to the table make it all possible to work together and be successful.

Qixas is a very collaborative work environment. Everyone has a voice. You’re not a number,

and all your ideas are always welcome. I feel free to express myself, and management

listens. It’s an awesome place to learn from each other and build off other ideas.”

– Shawna Sharma, marketing manager at Qixas

EMAIL [email protected]

“”

NUMBER OF EMPLOYEES 25

PHONE 888-467-7101


LE

AD

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SHIP

story by TRACY FALEIDE illustration by SHAWN OLSON

on the Wall

When business is booming and customers are exuberant, you don’t hear much about company culture. It’s just there in front of you – an environment in which everyone seems to be enjoying the rewards of continued success. But when the growth slows down and all you see are escalated issues, you go on the hunt for cures. Fixing the company culture becomes a critical objective. So, you gather a group of hesitant volunteers, give them little more than a vague directive, and put a checkmark in the “In Progress” column.

These newly formed culture teams get quick wins with Friday afternoon flex time, lunches brought in during rallies, and posters put up around the office. But the luster fades when they can no longer skirt the real issues. Ultimately, problems in a culture can be traced to cracks in a company’s foundation of leadership.

Before February 2017, we’d all been wowed by the meteoric rise of Uber, which had become the poster child for wanna-be game-changers. That is until former engineer Susan Fowler’s blog triggered an avalanche of revelations about the company’s culture – a culture that bred rampant sexual harassment, pitted leaders against one another, and turned a blind eye to the shortcomings of top executives. Within a few months, Uber’s 40-year-old chief executive Travis Kalanick resigned after five major investors sought his removal. And while cab driver union members cheer all over the world, those who previously looked up to Uber now are wondering what happened.

Many things led to the fall – ineffectual human resources practices, sprawling and broken organizational structures, meaningless company values, and the practice of hiring “brilliant jerks”. Underneath all these symptoms were serious cracks in Uber’s foundation of leadership. Kalanick’s series of public meltdowns after the infamous blog post pointed to the real issue. It turns out he did have a knack for leading by example, one deplorable trait after another. And he surrounded himself with like-minded individuals who were incriminated and eventually ousted for actions that mirrored his own. Although Uber is an anomaly in many ways, its season of reparations taught us important lessons about company culture.

MIRROR,

WHERE ARE MY SHARED VALUES, AFTER ALL?


IF YOU WANT TO SEE YOUR REAL STATEMENT OF SHARED VALUES, LOOK IN THE MIRROR.

Leaders want team members to be direct, open, trustworthy, and trusting. But many times, they: » Conduct most of their important conversations behind closed doors. » Withhold critical information or disperse it in small doses to a privileged few. » Undermine peers, outwardly or subtly. » Retract, constantly question, or avoid making decisions. » Get annoyed with or avoid those who raise difficult questions.

Leaders ask their team members to be respectful of guidelines but willing to take risks. They ask them to be hardworking but not to the point of harmful burnout. But many times, they:

» Discount ideas raised from within the rank and file. » Scoff at, hide, or otherwise prevent institutional learning from risks that didn’t pan out. » Judge team members’ level of dedication by subjective criteria, like whether they work in the office before

8 a.m. or after 6 p.m. » Expect team members to remain cool under pressure while they themselves are known to erupt.

IF YOU WANT TO KNOW WHAT EMPLOYEES ARE THINKING, LOOK THEM IN THE EYE.

How often do you send your spouse a marriage satisfaction survey? Quarterly? Semi-annually? How about performance checkpoint meetings with your friends? These notions seem absurd. So, why when we enter the workplace do satisfaction surveys seem like the best way to assess the company’s culture? I believe it’s because we have been taught that “work” and “life” need to be kept separate, as if we somehow put on hard-coated versions of our personalities when we enter the office. And since we pretend to keep our humanness in check during normal business hours, it makes sense that we hold onto the belief that measuring employee satisfaction is best done with statistics and trend lines.

The truth is people don’t want to be surveyed. They want to be asked. They want leaders to sit across the table from them and just talk. They want to feel important enough to warrant leaders making time to spend with them. It doesn’t have to be a big deal or require over-orchestration. Informal and real conversations are both the simplest and best approach to making employees feel connected, listened to, and valued.

In our families and friendships, we strive to be good role models and coaches, to talk about things that matter, to support one another through thick and thin. Aren’t businesses made up of people? People who need to rely on, serve, challenge, and inspire one another for the greater good? That sounds personal to me. What if we stop separating work and life? Should the term be People to People instead of Business to Business? P2P instead of B2B? Even if the phrase doesn’t catch on, let’s start the P2P movement one authentic leader and real conversation at a time.

Tracy Faleide, who is authentically consulting to create the story and deliver the experience, can help you and your company look in the mirror. To learn more and for help in getting the P2P conversation started, contact Tracy at [email protected].


SAL

ES

story by TAMMY FARRELL, CPA, CFE illustration by SHAWN OLSON

to the Cloud

Cloud adoption is just plain scary for people who are apprehensive about change. It’s new. It’s different. Is it safe?

If you’ve always gotten excited about the latest tech, new Microsoft Dynamics 365 features, and maybe even sport the sweet Oculus Rift in your downtime, you might find it hard to relate. But there’s no need to give up your game. It’s time to break out your special team and grab the win.

You’re clear about your goal. You’re confident in the products you offer and the team you’ve trained. You’ve locked down your strategy. The branding is sharp, current, and just right. What’s left? It’s time to delve into your playbook and turn the tide in your favor.

CLIENTS ON THE BENCHResisting change is natural. It’s built in. The excitement that you and your colleagues feel about the solutions you

offer just isn’t there for them. Yet.Political scientist George Marcus points out that we’re wired by our neurophysiological system to honor the

relationship between our emotions and our actions. When there are differences between what we expect to see and what we do see, these anomalies cause dissonance and create anxiety.

When a client’s software applications and their client data have always sat on a server in their office, and you’re talking about taking it away, reacting to that anxiety with fear is what dominates their psyche.

Running, fighting, or freezing are the habitual options we have when we face fear. Your clients aren’t choosing to stay on the bench. Fear is their paralysis.

SPECIAL TEAMSIn football, special teams account for one-third of all scoring. They’re brought out when conditions change, and

they often make the difference between getting a win or taking a loss.Dr. Marshall Ganz of Harvard University knows a thing or two about inspiring change. He’s done everything

from working with Cesar Chavez to unionize farm workers, to designing and leading voter mobilization strategies for political campaigns, to his current work at the John F. Kennedy School of Government at Harvard, where he teaches and researches about leadership, organization, and strategy.

Ganz helps leaders and future leaders recognize the power of utilizing their unique stories by articulating connections with those they influence to relay their commonalities and messages of hope through powerful narratives.

Sharing common values and messages of hope can build self-esteem (encourage an understanding that they make a difference) and promote solidarity through empathy. Together, they can cause the turnover, and fear takes a backseat to action.

WHAT ARE YOU MADE OF?Your client or prospect is digging in their heels when you talk about moving them to Dynamics 365 in the cloud. You

know they don’t like change. They’re worried about the security of the data, the loss of control. They’re creatures of habit.You’re the opposite. An early adopter, excited to try new things. Resolving the chasm between you is easier than

you think if you focus on the emotion of fear and the concern that they have surrounding transitioning to the cloud. Fear isn’t just about pain points. The difficulties clients experience are certainly important, but it’s about the resistance

itself. When have you been afraid of change and things have worked out well? Was it due to getting married, having your first child, or transitioning from a stale corporate life into creating a more invigorating role in your own firm?

KICK THEM

ELIMINATE CLOUD INTIMIDATION FOR CLIENTS AND PROSPECTS ENTRENCHED IN THE DESKTOP WORLD


DESIGN YOUR PLAY BY DEVELOPING YOUR NARRATIVEEvery Microsoft Partner is unique. Similarities can exist such as targeting the same verticals or focusing on the

small businesses sector. Other Partners avail themselves to a specific region, while some choose to buck the system and work exclusively in the virtual desktop world.

Despite commonalities, each Partner has unique experiences that collectively inform their values and their culture. Playing the tuba in their college marching band, being an exchange student in Bolivia, serving as a civic leader converting empty lots into parks, or being the youngest of 12, each play a part in building a person’s history, experiences, values, and ideals.

CALL THE PLAYS – TURN VALUES INTO ACTIONMicrosoft Partners are leaders in running a business, keeping up with rapid changes in Dynamics 365, seeking

development opportunities, and staying alert to the latest in marketing analytics. Leading, when it comes to clients and prospects, requires us to meet the mindset that they’re in and adapt what we do in an effective way to create in them a better understanding of their options and opportunities.

When you share your own, and your firm’s, values and culture with your clients through stories of triumphs over fear, coupled with the business rationale for shifting to the cloud, it will build your relationship. With cloud-resistant clients, a critical value to share is one of accountability. When your clients and prospects know that you have a sincere desire to support them through the Dynamics 365 transition and beyond, their fear and tension can finally ease.

BRING IT IN FOR THE WINThe beneficial facts, figures, and experience of moving to the cloud can be crystal clear, and knowing that others

aren’t always on the same page is part of the challenge. When clients and prospects are stuck in fear, they can’t process any information, good or bad. Pulling out the charts and infographics won’t help at this point.

To best serve your client, it sometimes means exposing your own vulnerability. Sharing a story about a time when you were afraid of change, yet persisted anyway, will humanize and validate their position. Assuring your client that you and your team will be there to support them through their cloud adoption can be the inspiration they need to give the green light to beginning a successful transition.

CPA and Certified Fraud Examiner Tammy Farrell formed Savvy White Papers to combine her business acumen with her love of writing. You can contact Tammy at [email protected].

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www.artsyltech.com

Prophix develops cor-porate performance management (CPM) software that au-tomates important financial and op-

erational processes, making companies more profitable and reducing their risks. Business leaders use this software to empower their organizations and gain valuable insight into their companies’ performance.

Over the span of 30-odd years, Prophix has been through a few different phases of business. They started as a VAR, reselling and building technology on top of another database application. While their focus has also changed from enterprise information systems to what it is today, corporate performance management (CPM), they have always had a strong focus on the trade of data and information.

In 2000, they launched their first CPM product, working with financial organizations on budgeting and forecasting. Prophix quickly transitioned from a VAR to an ISV, expanding their product offering to have a global footprint.

Today, their product suite includes budgeting, forecasting, financial reporting, and comprehensive reporting. Prophix offers a wide range of applications within one software platform that solves every problem in the operational world, from planning, modeling, business intelligence (BI) analysis, dashboarding, and more.

The technology is built on the Microsoft and SQL Server stack, and integration is seamless in and out of all Microsoft Dynamics ERPs and Microsoft Dynamics CRM.

“About 10 to 15 years ago, users were craving basic reports. Today, users want to interact with the data and consume the data in a real way,” Alok explains. “Reporting needs

are evolving, and I love when I feel like we have a material impact on our customers. What we’re doing is making their business better.”

Alok has seen the complete lifecycle within Prophix, starting out in client support, then sales, and now as president and COO of the company. In addition to loving technology and the fast-paced environment, he credits the culture of Prophix as being a powerful driving force for himself and Prophix’s employees.

INTERVIEWEE Alok Ajmera,

President and Chief Operating Officer

WEBSITE www.prophix.com

LOCATIONS Toronto, Portland, London, Copenhagen, Frankfurt,

Rio de Janeiro, and São Paulo

Alok Ajmera

Alok Ajmera is responsible for ensuring that every customer, prospective customer, partner, and employee around the globe has a memorable and positive experience with the company and its products. He unites a team of senior executives

spanning customer service, global sales, and marketing – inspiring and propelling them to achieve greatness that exceeds all expectations. Recognized as a visionary within the corporate performance management industry, Alok shares his insights with

business analysts, media, and opinion leaders across North America, South America, and Europe.

ISV PROFILE

OFFERING UP CONSUMABLE AND INTERACTIVE DATA


The Partner Channel (TPC): How does Prophix exemplify a unique corporate culture for a technology company?Alok Ajmera (AA): It’s refreshing and rewarding to work for this type of company. We are private and have been growing aggressively for years. That’s allowed us to build a culture that cares about long-term importance of the business and relationships with employees, customers, and Partners.

When you’re not driven by maximizing shareholder value, you can focus on real value like long-term innovation and community involvement. For years, we’ve been taking nine percent of our profit and putting it toward the community.

Knowing that we come together and have such a positive impact on our customers, employees, and community creates a really powerful work environment.

TPC: What type of charity work have you been involved in?AA: Last month, we partnered with Students Offering Support (www.studentsofferingsupport.ca) to develop regions and schools. In Q1, we supported the build of a high school in a Nicaraguan village in Pablo Viejas. Around 1,000 people in that area didn’t have access to education, and kids would walk three to four hours to get to the nearest school. Not only did we fund the project, but we also sent 10 employees to help build the school.

As a company grows in sales, and you’re early in your genesis, it’s easy to rally people around the survival of the company. But once you have global reach, we found that you can rally everyone around a social cause. How do we build an amazing technology company and leverage that to build a better world? That was a powerful rallying point with our employees.

For the past four years, we have worked with another charity called Me to We (www.metowe.com) to build water filtration systems in Kenya. It’s mind-blowing to think that in this day and age, people cannot get access to clean water.

Another charity is Child Haven (www.childhaven.ca) that builds schools and orphanages in Southeast Asia. All these orphans are left with no real hope for the future, but Child Haven raises them and provides an education. In 2015, they had a huge storm, and their

roofs caved in. We had an amazing year, and because of that, we were able to put a roof over 450 kids’ heads.

It’s powerful for me as a leader to say we worked hard to develop innovation. A way to celebrate is by doing something amazing. Our legacy for employees isn’t just technology, innovation, or even building their careers; it’s broader than that. That’s what is so compelling about the culture at Prophix.

TPC: Compelling indeed! On a different topic, how has Power BI affected your business?AA: Power BI is a natural extension of what we do. Modeling, financials, and the collaboration side are outside of the Power BI tool house. We encourage customers to use Power BI from a BI perspective. Prophix works well in the broader Microsoft ecosystem. Our tool helps bring the other tools together. We love Power BI and the direction Microsoft is taking with it to make it easier and friendlier.

“Our relationship with Prophix stands out as the benchmark for all others. They have

consistently exceeded our expectations throughout the stages of the Partner lifecycle – from

product evaluation to onboarding. Additionally, Prophix’s sales assistance and Partner

support services have helped to ensure success with every client engagement. Our clients are

happy because Emergence and Prophix help them to achieve real business insight.”

Daryl Fubler, Partner & Head of Business Development, Emergence

EMPLOYEES 250

“”

GLOBAL PARTNER NETWORK 87 Microsoft Dynamics Partners and resellers

PHONE 905-279-8711


TPC: What’s next on the horizon for Prophix?AA: We’re at an interesting point from a product perspective. We’re doubling down on where we see business going. We have a powerful and robust solution, so we’re really focusing on how we make it easier for everyone to use. How do you take a B2B software experience and make it more of a B2C experience?

People are used to downloading apps, and if they’re not intuitive, or if they are clunky or poorly designed, they delete them and get another one. When you come into the office, that is not your experience, and yet it should be. B2B software people have to give that B2C experience.

It fits into our culture. What we do with our business is enable the core finance people to partner with business stakeholders. Making it easier for our customers to consume and interact with this vital data is our ultimate goal.

TPC: What do you love most about the Microsoft Dynamics Partner community? AA: I love the richness of the community. There are so many really sharp people. A lot of Microsoft Dynamics Partners are focused on verticals, and there is such a depth of business knowledge that it’s mind-blowing to partner with these Partners. There’s also a real understanding of their customers’ pains and problems.

We are committed to the Microsoft stack of technologies and have partnered heavily with Microsoft. We continue to find new things in the Microsoft stack that we never even knew about. That richness of deep understanding along with rich,

deep technical knowledge is a powerful combination. Every time we interact with Partners in this space, we come back feeling like we learned something.

CHARITIES SUPPORTED Students Offering Support: www.studentsofferingsupport.ca

Me to We: www.metowe.com | Child Haven: www.childhaven.ca

PHOTO CAPTION

contestresultsCongrats to our winner, Ed Cowen of TTD Enterprises. Check your mail, Ed!

“How long has posting to the GL been turned off for AP?!”


PHOTO CAPTION

contestWe played The List Jenga in our UG Summit booth this year. Which piece would you select for the next turn?

Email your choice to Jenny at

[email protected].

The prize for this contest is two

(2) tickets to your local cinema.


http://nodus.com

story by ADRIANNE MACHINA illustration by SHAWN OLSON

Different Folks

Those of you who have been around since the good ol’ Great Plains days have experienced firsthand how different two company cultures can be.

Under the leadership of Doug Burgum (now Governor of North Dakota), the culture at Great Plains was community-minded…and a little quirky. Leadership fostered an environment where employees and Partners all felt part of the team. That culture permeated throughout Great Plains – from job roles to events like Stampede. And who can forget Doug’s Q&As?

You never knew what Doug might talk about – bee colonies, Lewis and Clark, or what it’s like to hitchhike in Alaska – but you knew that as much as the story might twist and wander, it always came back to a central theme of community and a shared mission.

Microsoft’s culture is vastly different. As one of the world’s largest companies, Microsoft must be more structured and less hands-on than Great Plains was. The transition from Great Plains to Microsoft was a culture shock for employees and Partners alike. Microsoft’s culture serves its mission.

HOW DO YOU CULTIVATE YOUR COMPANY CULTURE?Growing businesses typically take on the personality of the leaders. However, not all businesses are run by people

with larger-than-life personalities or even a strongly defined mission. Many companies have multiple leaders, each with their own leadership style, mission, and values. How do you get everyone on the same page so you can create a cohesive culture and brand message?

When I lead a strategic workshop, I often have the leadership team find their company values by ranking their company in these areas that polarize their views and force them to decide who they are and what they care about:

Conservative Weird/Quirky Intense Laid-backSerious FunProcess-oriented CreativeModest FlashyThorough FastIndependent CollaborativeTechnology-focused People-focusedWork hard, play hard Gentle and balancedTraditional ModernOut of this conversation, you’ll come up with examples and terms that resonate with your team. These values

serve as one of the foundational pieces on how you nurture your company culture. Within the technology sector alone, we see a wide variety of company cultures. Some companies have Ping-Pong

tables, beer Fridays, birthday celebrations, and a relaxed atmosphere where people go home at 5:00 p.m. every day. Others have 80-hour work weeks, and employees who are constantly on the road. Neither are right or wrong, but who you attract as customers and employees is going to depend on how you have defined your company culture.

MA

RK

ET

ING

DIFFERENT STROKES FOR


WHAT ARE THE PILLARS OF YOUR CULTURE? Focus on identifying these five things to build your company culture. You must have: » A vision that creates a shared mission – What’s your strong WHY? How will your business change

the world around you? Your vision creates a sense of purpose. Disney’s vision is to be “the happiest place on Earth.” Disney can’t sustain that mission with disgruntled, disengaged employees. A vision helps people feel like they’re part of something larger than themselves, and it sparks that intrinsic motivation for people to pitch in and contribute towards the cause.

» Clear values – Are you all about reaching sales goals? Or coming up with unique solutions? Use the exercise above to clarify your company values. HEB, one of Texas’s largest supermarkets, prides itself on serving its communities. When Hurricane Harvey hit Houston, HEB had many of its stores open within hours. People joked that they were open before the Red Cross showed up. That commitment takes planning, money, and the dedication of an entire team to commit to that shared vision.

When it comes to identifying your values, be sure to find areas that differentiate you from your competition. If everyone says the same thing, for example, “we’re honest,” you’re not different.

» Habits, rituals, and expected behaviors – How do your vision and values show up in the way your business is run? Picture anyone in the U.S. Marines. You expect them to be in shape, on time, shoes shined, proud, and patriotic. They are trained to walk into danger and pledge to leave no man behind. They became Marines through rigorous training.

Now think of Southwest Airlines. They foster individuality. The boring takeoff safety message is frequently infused with personality – maybe even delivered in song.

Your business also has habits and rituals. New employees typically look around and do what others are doing. If others are working hard, staying late, and going the extra mile, new employees will as well.

You can also introduce new rituals that showcase your values. For example, a religious-oriented company might lead each meeting with a prayer. A growth-oriented company might start posting the latest sales wins in a central location. What habits can you create that serve your company culture?

» An aligned environment – I once worked for a data virtualization company that had more file cabinets than I could count! They were not living their brand message at all. It’s not surprising that they had employee retention issues and are out of business today.

In many ways, your environment shapes your culture. Little things matter – like having candy versus fruit in the break room. So, do big things. Do people wear suits or jeans? Is your physical space outdated or disorganized? Are your shared directories accessible and useful? Do you provide the right communication and support for remote employees? Do you need a Ping-Pong table, a company retreat, or more meeting spaces to foster better office relationships?

» People – Of course, you need to hire people who are aligned with your culture. The Marine will not thrive in a wildly creative or disorganized environment. A creative, sensitive soul usually isn’t interested in joining the Marines. Find employees whose personalities and attitudes align with the culture you’re creating. Those employees will stay longer, be happier, and help you further your company mission.

WHY DOES MARKETING CARE ABOUT COMPANY CULTURE?Marketing cares about culture because a strong company culture creates a strong brand. Everything you do in

marketing comes from who you are as a company: » Your brand colors » The music you select on your videos » The words you use » The types of social media posts you create and share » The stories you tell

Cultivating a company culture helps people find their passion. It inspires people to do their best. It attracts a tribe of committed customers who value your work. Stop looking at the competition. Be you!

For help identifying, creating, and nurturing your company culture, reach out to Adrianne at [email protected].


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DALE HAINES Marketing Manager at ImageTag www.kwiktag.comIf I could be any genius, I would be Socrates.Because I believe as he did, you must question and examine what you know as if you know nothing, in search of truth and what is right.

DAVID GERSTEN VP of Sales and Marketing at Bond Consulting Services www.bondconsultingservices.com If I could be any genius, I would be Elon Musk.Because he is not only an entrepreneur, but he is also an engineer, investor, and inventor. I add the concept of futurist, too. His forward thinking about technology advancements is to align the rest of others. Others may fail and give up. Elon Musk may fail, but he never gives up. Making the world a better place for the next people is a very humbling position to be in. LAURIE JOHNSON Sr. Marketing Communications Specialist at JetReports www.jetreports.comIf I could be any genius, I would be Carl Sagan. Because he brought honest, scientific answers to complex questions. More importantly, he found a way to communicate and connect with people and by doing so, was able to challenge preexisting thoughts and beliefs through factual data. He wasn’t afraid to admit what he didn’t know and remained curious and open to the world around him all while sharing his knowledge. Sagan said in his last interview that “Science is more than a body of knowledge. It’s a way of thinking, a way of skeptically interrogating the universe with a fine understanding of human fallibility.” I hope that after attending this course I can share my newly found knowledge with anyone who is interested.

The Partner Channel is honored to welcome the following students into the 2017-2018 class of Marketers Excel into Geniuses!The first class of The Genius Series kicked off on September 21, 2017, covering the topic of list maintenance and management. Get to know this year’s students by reading about the genius they admire most…

NEW THIS YEAR! Marketing Hacks Blog will be

featuring the knowledge of these students and the expertise

they’re absorbing during the nine-month program. Make sure

to bookmark the blog for monthly sneak peeks into some

profound marketing genius: http://bit.ly/MktgHacks


ROD O’CONNOROwner at Briware Solutions www.briwaresolutions.comHaving built a career around ERP software, including time as a consultant, and end user in IT and accounting, Rod started Briware Solutions to help growing companies solve their business process problems by making the most of their systems and their teams.

SHAWNA SHARMAMarketing Manager at Qixas Group www.qixas.com If I could be any genius, I would be Steve Jobs. He was a leader and a visionary who had an idea and kept working on it despite being faced with a lot of criticism and failures. I think the drive and passion he had were admirable. He has changed the way various industries work. Because of his inventions, humans have transformed their behavior and the way we engage with each other, the way we communicate, the way we work, and even the way we think and live.

TARA GRANTVP of Marketing at JetReports www.jetreports.comIf I could be any genius, I would be Oprah Winfrey. Because everything she touches turns to gold, and she seems to effortlessly balance humanitarianism with media magnate genius. Who doesn’t love Oprah?

THANK YOU to The Experts Who Make It All Possible

MONTH: SeptemberPRESENTER: Barbara Pfeiffer of The Partner Marketing GroupTOPIC: List building, maintenance, and managementMENTOR: Kaitlyn McKendry, Vicinity Manufacturing

If you’re interested in participating as a presenter and/or a mentor for future sessions, please contact Bethany Foyt at [email protected]. Classes run through May 2018.


GENERATIONAL LOOK ATSOCIAL MEDIA

CHRISTI WHIPPLE@ChristiWhip

Christi WhipplePartner Marketing Manager at Avalara 20-SOMETHING

NUGGETS OF ADVICE – Christi says: » Being a person on social media helps you build relationships with existing and

potential business partners or clients. » Seeing what others in my network are talking about helps me find opportunities to

get more involved. » By following an event hashtag, I can find out what people are doing so I get the most

out of all the conference has to offer and meet like-minded people.

LOVE- -METER❤

❤

SOCIAL

100% love it! “I feel connected even when I work from home. I don’t get to be around

people as much as I would like, and social media makes me feel like I’m part of a bigger community and more out there in the world.”

TARA GRANT@TLMGrant

Tara GrantVP of Marketing at Jet Reports 30-SOMETHING

NUGGETS OF ADVICE – Tara says: » Follow the rule of thirds on social media: A third promotes business, a third is

curated content, and a third is original brand content. » Be natural and interesting, don’t promote all day long. » Make sure you’re representing the best of your personal brand in any venue. » Have a documented strategy, clear purpose, and instruction on how employees can

promote the place where they work.

LOVE- -METER❤

❤

SOCIAL

Both “It’s exciting to see our company’s personality come out and it makes it possible to engage with people right away, but there is a lot of effort and planning to do 15-30 posts a week,

sometimes just trying to say similar things differently to accommodate the various social venues.”


This Marketing in the Microsoft Dynamics Community report focuses on how social media affects generations in the B2B workforce.

How is a 40-something professional implementing social media to market their business compared to a 20-something millennial developing their career and professional relationships?

We spoke to four individuals from different generations in the Microsoft Dynamics Partner community to see how social media impacts their professional lives and whether social media actually influences business success, closed leads, or benefits none of us ever expected. Download the full report at www.thepartnerchannel.com/marketing-in-the-microsoft-dynamics-community.

AMY SPENCER@AmyMSpencer

Amy SpencerDirector of Marketing at AKA Enterprise Solutions 40-SOMETHING

NUGGETS OF ADVICE – Amy says: » Don’t ignore social media. The conversations are happening with or without you. Be

involved. » Keeping up with the constant changes is a full-time job. In my case, I’m hiring people

who know more about it than I do or contracting experts to help us stay ahead, especially with SEO.

DAVE WALLEN@DHWallen

Dave WallenMarketing Director at SBS Group 50-SOMETHING

NUGGETS OF ADVICE – Dave says: » Don’t be intimidated. I went through the digital transformation in marketing: Direct

mail, email, webinars, social media, and interactive. The message is the same, this is just another channel.

» Embrace it. » See how you can create small differences in creative or how to position content to make

it go further. For example, if you designed a web banner, tweet it.

Neither love nor hate. Neutral.

“I enjoy social media personally and find value in it professionally as well.”

Ahhhh, Love it. “There’s a downside that it’s really hard to give it attribution and justify it. Yet, when you do get attention, it’s

magnified past the audience that you thought you could get it to.”

LOVE- -METER❤

❤

SOCIAL

LOVE- -METER❤

❤

SOCIAL


Louis DoréDirector, Channel Sales

MEMBERS ONLY CORNER

Member Profile

k-eCommerce delivers an innovative, cloud-based eCommerce solution for B2B and B2C that is fully integrated with the Microsoft Dynamics suite. Better performance, scalability, responsive web design, an extensive product catalog with robust search capabilities, and a knowledge base to get the most out of their eCommerce solution are just some of the reasons why businesses choose k-eCommerce. k-eCommerce serves organizations in the manufacturing, wholesale, and retail industries. For more information, visit www.k-ecommerce.com.

What do you like most about fall?The fall months are beautiful with the spectacular foliage the season brings and getting to travel

across the country to meet Partners and attend events, which is a significant part of my job. We have Partners situated across North America, from California and Texas to the Midwest, as well as in Florida and along the East Coast. Face-to-face meetings with Partners are crucial to the healthy relationships we have formed, and that is what I find to be both enjoyable and productive. Fall is also a time of new starts, thinking about back to school and the event season underway, and k-eCommerce has prepared for some key announcements at both customer and Partner events. I always look forward to this time of year.

What is your favorite thing about working in your role?Managing partnerships for k-eCommerce also means being an ambassador for the company.

Meeting Partners, speaking to them about the existing and future market landscape, and finding ways that we can help them grow their business, well, how cool is that! We put a large focus on the market opportunities in eCommerce, and we work hard coaching them on how they can help their customers generate more revenue online, grow their overall business, and operationalize it all in one. These are all positive steps, and being able to participate in innovative growth plans for both Partners and end users within the Microsoft ecosystem makes it more enjoyable. I like to see positive actions resulting from this ambassadorship.

How would you describe the company culture at k-eCommerce? What element is most important to you and why?

k-eCommerce has been in business for more than 16 years, and we have a perfect mix of young talent and mature, experienced team members to make it a fun, exciting, and challenging place to work. We are always working with the latest innovative technology, providing industry trends, and finding ways to make improvements at all levels of the business. We have adapted well over the years and have met the many challenges brought to us by our amazing customers, helping them grow their online businesses. We are a customer-focused team, always working to attain even higher levels of customer satisfaction. We are encouraged to be creative and to share ideas, no matter how outrageous, if it can help us get better while being able to focus on specific projects that will assist our customers with their existing needs. Sharing new ideas keeps us on our toes, but most importantly, there is a passion that everyone brings to their work and into the relationships we hold dearly with our customers and Partner community. What events are you attending this fall to help further build your sales, marketing, and leadership skills within your role?

September and October are big months! I am representing k-eCommerce at multiple events and attending sessions at conferences that build on my sales, marketing, and leadership skills. Being involved in our Partner sponsorship events includes many speaking engagements that help to promote eCommerce as a business solution rather than just a technological one, bringing forth digital transformation for the entire business. Presenting at smaller, more focused vertical customer events allows end user customers to identify us as subject matter experts, and we can demonstrate the latest and greatest products built around Microsoft Dynamics and Dynamics 365. We are sponsoring Directions North America, and I look forward to meeting new Partners and expanding our NA and global Partner network at the event. Our team will be exhibiting, and I will be presenting at Dynamic Communities’ Summit in Nashville, where we get to meet everyone, both customers as well as our Partners. It’s a lot of work, but there are also a lot of parties where we get to meet the Microsoft Dynamics community!


Thank You for Your Membership!Thank you to the Microsoft Dynamics Partners

who have joined The Partner Channel’s community. Your engagement and participation in the channel are what makes this community so great! For information on The Partner Channel Membership Rewards Program, please contact Jasmine at 701-526-3531 or [email protected].

The Partner Channel Membership RewardsOur valued Members get the best of what The Partner Channel has to offer

through…» Bi-monthly Member calls» Extra issues of The Partner Channel Magazine each quarter» Discounts of 10 percent for Partner events and training, such as The Genius Series» Company listing on The Partner Channel website» Tipville, our special Member newsletter, LinkedIn group access, and more

2004OCTOBER » AIM Technologies

2005NOVEMBER» Corporate Renaissance Group

2006 SEPTEMBER» Martin and Associates

2007NOVEMBER » Sierra Workforce Solutions

2013NOVEMBER » CAL Business Solutions

2015NOVEMBER» Marketing Monarchs

The following Microsoft Dynamics Partners are celebrating their membership anniversary with The Partner Channel this quarter:

Congratulations!

What is the most beneficial aspect of The Partner Channel’s membership program for your company and why?

They provide an avenue for reaching other members of the Partner ecosystem. The Partner Channel offers fantastic editorial content in their publications, as well as allows us to promote our company and latest offerings to its members. We see a high ROI from this membership; it’s a place to learn about where the industry is heading and get the relevant feedback we need to continue to improve on our Partner network.

Prophix empowers finance leaders to move beyond spreadsheets and drive business performance with powerful CPM (Corporate Performance Management) software.

PARTNER WITH PROPHIXGROW YOUR BUSINESS

Become A Prophix Partner Todaywww.prophix.com/partners


ADVERTISER INDEX

Nobody found the hidden logo in Tammy Farrell’s “Killer Case Studies That Sell” article on page 35 of the Summer 2017 magazine.

Let’s give it another try. The submission rules for this quarter’s contest are the same – log on to www.thepartnerchannel.com/magazine under “Find the Logo Contest” to let us know where you think the logo is located. A winner will be drawn at random and will receive a cool gift that’s sure to point you in the right direction every day!

find the logo

SUMMER 2017 Location

contestFALL 2017

WINTER 2016contentsTHE PARTNER CHANNEL® MAGAZINE

A PUBLICATION DEDICATED TO BUILDING A COMMUNITY FOR PARTNERS

18Why Change

in every issue 8 NEWS

9 EVENTS

10 CONTRIBUTORS

12 ON THE HOMEFRONT Like a Snow Globe

50 MEMBERS ONLY CORNER T3 Information Systems

52 ADVERTISER INDEX

53 THE LIST

departments 14 LEADERSHIP Dare to Let Go...

18 SALES Why Change

22 MARKETING Eyes on the Prize

34 LEADERSHIP A New Approach to Communication

38MARKETING Seven Questions to Ask Before You Commit

features 21 WORD-A-GANZA

26 VAR PROFILE Innovia Consulting

28 FEATURE Partner-to-Partner Learning at PreGAME to Summit

41 LOGO CONTEST

42 ISV PROFILE Data Masons Software

44 THE GENIUS SERIES Marketing Class Update

48 PHOTO CAPTION CONTEST AND RESULTS

THEPARTNERCHANNEL.COM | WINTER 2016 5

SAL

ES

Why Changestory by CHRISTOPHER ELMORE illustration by DAVE SWANG

I have a unique perspective on change. On one hand, I counsel salespeople to help their clients make a big change in the way they do business. On the other, I help accounting and fi nance people change a process they have known their entire business life. Given those facts, my professional life is dedicated to helping people change. Personally, I don’t like change and fi nd it very diffi cult. Until recently, whenever change came up in my personal or professional life, my initial reaction was simply, “NO!”

AND THEN…It all started with a simple request by a local university to teach a course on entrepreneurship. My company was

doing well and getting a lot of attention in the community, so I thought this would be a great way to give back a little and infl uence the next generation. � e funny thing is I got more out of teaching the class than my students. It came all around one word: “Why.”

IN THE PROCESS…While I was teaching a section on messaging, I came across Simon Sinek’s Ted Talk on what he referred to as “� e

Golden Circle.” I know; hang with me here. Now, I had heard about this and had known about the idea for years, but for some reason I had never connected the principles of � e Golden Circle with change management. I think one of my hang-ups was the name. For some reason it seemed like a scheme or a network marketing program. � e Golden Circle has three levels of understanding: What, how, and why. It struck me that knowing why you need to do something, or why something is being done, is the key to change management. � e problem is, on the list of what, how, and why, most people tend to spend the majority of time and eff ort on “how.”

HOW?In corporate America, we are such “doers”; doers to the point that we have a tendency to forget about why we’re

doing what we are doing. It’s kind of like the Hatfi eld-McCoy feud that lasted almost 30 years. When it ended, the families were asked why they fought each other; no one could remember. Why we do what we do – our mission – is an important reminder that helps the tasks have meaning and purpose. How we do what we do is the means to an end and can help our tasks be as effi cient as possible.

BIG FINISH!To make a point (you are welcome) and to be very clear about change and the importance of doing change well,

I think we have put change behind the wrong noun. When you think of helping people change, most think “change management.” Management will help you with the “how” and not the “why.” Leadership points to “why.” I did a study

18 WINTER 2016 | THEPARTNERCHANNEL.COM

» Do I have the ability to do this right? Let’s say you plan on hosting a live event or webinar. Do you have enough time to create and send the invitations, make reminder calls, create the landing page, build beautiful graphics, run all the event logistics, prepare the presentations, and send after-event follow-up emails? A lot of time and effort goes into each piece. If you can’t do it all, maybe you shouldn’t do this event – at least not right now. You are far better off doing fewer things 100 percent of the way than being half-committed to a whole bunch of activities.

» How will we know if this activity has been successful? Success measurements are an area where marketing and sales need to get on the same page. Marketing will consider a campaign successful if it gets a significant number of downloads, whereas sales might think the campaign is a failure because no leads converted into opportunities. Set up success criteria at the beginning of the campaign. Make sure sales and marketing personnel each know their roles and how this campaign fits into the overarching goals of the sales/marketing department.

» How long are we going to be committed to this endeavor? What’s the level of effort required? Relationship marketing and content marketing are marathons, not sprints. If you are going to commit to producing a blog or podcast, you need to stick with it. Be realistic about your expectations. Don’t be discouraged when people don’t show up in droves right away. Last year, I helped a company get really consistent with their blogging and social media. I told them they had to commit to at least a year, and I’m glad I did, because it took some time to figure out what really resonated with their audience. A year later, their sales are up 30 percent, and the only thing we changed was their online presence. Give yourself time to learn what it takes. If something still isn’t producing results for you a year down the road, then it’s time to re-evaluate.

» Do we have money for this in the budget? If not, what will we have to give up to do this? Sometimes marketing involves not just the trade-off of one marketing activity for another, but rather this marketing activity versus hiring another person or purchasing equipment or software. Because marketing is often treated as an expense (versus an investment), it’s often the first department to get its budget re-allocated to something more pressing. That’s one of the reasons I recommend clients have a committed marketing budget. You absolutely cannot have professional, ongoing marketing activities if your marketing team always has to run to finance to ask for spending approval. Set an amount. Stick to it. If you don’t know what your marketing budget should be, budget for a marketing consultant who can help you figure it out.

Marketing is constantly evolving, so it’s important to try new things. Asking these seven questions will help reduce your risk and get you a positive return on your marketing investments. I also recommend you give yourself a little wiggle room. Write your budget “in pencil” so you can shift dollars around and have some cushion for when Microsoft or another Partner comes up with a brilliant idea that you want to participate in. Keep your eyes and ears open for opportunity, but don’t be afraid to say NO if the fit isn’t right.

Need a little velocity added to your marketing projects? Contact the marketing tornado at [email protected].

thepartnerchannel.com | winter 2016 39

Table of Contents Sales, Marketing & Leadership Intros

Photo Caption Page

The End of Each Article

Any graphics that have the TPC logo as a main element

Email your caption to Jenny at [email protected]. Submissions will be judged on creativity, relevance, and sense of humor. The prize for this contest is two (2) tickets to your local cinema.

photo caption

contestIs there a doctor in the house? The User Group Summits feature “medics” that help answer user questions. What do you think is the most popular question this group of medics received?

48 winter 2016 | thepartnerchannel.com

Here’s a list of places where our logo usually appears, thus making them null and void when it comes to this contest:

Altec. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

Artsyl Technologies, Inc. . . . . . . . . . . . . . . . . . . . . 39

Business Computers (Time Matrix) . . . . . . . . . . . 13

ClickDimensions . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

Corporate Renaissance Group . . . . . . . . . . . . . . . . 3

DataSelf . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

Dynamic Communities . . . . . . . . . . . . . . . . . . . . . 47

FASCOR . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

ImageTag . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75

k-eCommerce. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

Marketing in the Microsoft Dynamics Community Reports. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

MetaViewer from Metafile . . . . . . . . . . . . . . . . . . . . 4

NMB Solutions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38

Nodus Technologies, Inc.. . . . . . . . . . . . . . . . . . . . 43

Paramount WorkPlace . . . . . . . . . . . . . . . . . . . . . . 15

Prophix . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53

Red Maple . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23

SalesPad . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22

The Portal Connector . . . . . . . . . . . . . . . . . . . . . . . 19

Vicinity Manufacturing, Inc. . . . . . . . . . . . . . . . . . 76

THEPARTNERCHANNEL.COM | SUMMER 2017 35

THEPARTNERCHANNEL.COM | SUMMER 2017 35


The List from The Partner Channel® is your tool for finding the solutions available from Microsoft Dynamics® Partners. Review the various industry, horizontal, and service

offerings available and you may just find exactly what you’ve been looking for! The List is unique in that it shares only those solutions and services that work with the

Microsoft Dynamics product line. We want you to spend time using the solution, not looking for it. If you have a product or service that you would like included on The

List, please contact [email protected].

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

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

Industry.......................Page 56

Horizontal....................Page 61

Services.......................Page 72

The List MOBILE Solutions at your fi ngertips

thelistmobile.comSearch for the products and services you need

with the Mobile version of The List!

Table of Contents


KEY: 365 Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Dynamics SL Dynamics CRM Online Trial Available Mobile Enabled

3650 Dynamics 365 for Finance and Operations, Enterprise Edition 365F Dynamics 365 for Finance and Operations, Business Edition

C onsumer Packaged Goods

Data Masons Software 365 365F 3650 www.datamasons.com/thelist 866-575-1631 Vantage Point EDI for Dynamics EDI Made Simple for Dynamics: ERP integration without customization.

DSI Global www.dsiglobal.com • 816-416-5000 DSI ScanWorkX for Dynamics AX The DSI ScanWorkX solution speeds the automation of data collection, including tracking, reporting and productivity functions. Mobile-first solutions to meet changing business needs and transform your supply chain.

HighJump www.HighJump.com/AccellosOneWMS 708-287-4026 AccellosOne WMS AccellosOne WMS is an advanced warehouse management solution with integrated shipping and dashboard analytics for eCommerce Distributors, CPG, and more. Hundreds of customers across the entire suite of Dynamics ERPs.

Lanham Associates® www.lanhamassoc.com 678-379-4200 ext. 105 ACE - Advanced Commerce ERP EDI, Compliance, VAN, ASN, Shipping, Carrier Manifest, Labels, Bar-Coding, WMS, Forecasting & Replenishment. Best of breed built in NAV, replacing 7 disparate solutions. Seamless simplicity. 110,000+ users worldwide.

TrueCommerce 365

www.truecommerce.com • 888-430-4489 TrueCommerce Scalable & affordable EDI solutions for Microsoft Dynamics. A managed service approach, from one trusted source, helps lower your fulfillment & procurement costs & connects you to an expansive global trading network.

Cross Industry Solution

ACOM Solutions, Inc. www.acom.com/solutions/ms-dynamics-gpgreat-plains/ • 800-699-5758 Accounts Payable and Payment Automation Designed for Dynamics GP Streamline your entire financial process, from invoice capture & approval to vendor payments, all from one platform. Intelligent workflows, real-time GP transaction processing, & automated B2B payments.

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

Arbela Technologies 3650 www.arbelatech.com • 949-291-4777 Master Data Centralization For Dynamics AX Arbela's Master Data Centralization for Dynamics AX manages product, customer, vendor, employees, and COA master data and their fields across multiple companies better serve shared services. Gain from our experience!

Ariett 365 www.ariett.com • 781-826-1120 Cloud Purchasing, Accounts Payable Automation, Payment Processing, Contract Tracking and Expense Reporting for Any Device and Multiple Companies Platform for Every Contract, Requisition, Invoice, Payment & Expense .

CALUMO, Inc.

www.calumo.com • 214-387-6030 CALUMO - Reporting, Budgeting & Forecasting CALUMO is THE single tool for reporting, budgeting & forecasting all Accountants love. CALUMO combines web/mobile/Excel/Word/PowerPoint to create & distribute ad-hoc analysis, reports, dashboards & planning templates

Datahaven for Dynamics

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

docSTAR www.docstar.com • 888-docSTAR docSTAR eclipse Smart AP Automation docSTAR is the premier AP automation solution provider. SaaS or on-premises deployment options. Mobile access. Intelligent data capture. Advanced workflow. Microsoft Dynamics ERP integration.

Elevate HR, Inc. 3650 elevate-hr.com/ • 973-917-3230 Elevate HR Active Directory Integration (Azure & On-Prem) for Dynamics 365 & AX Auto create, sync, disable AD accounts for Employees, Vendors, Customers

Emergence www.emergencecorp.com/aac 441-295-0913 Advanced Account Control for Microsoft Dynamics GP Easily manage large multi-segmented charts of accounts. AAC allows rule based management of valid account numbers & segment combinations. Includes enhanced account lookup, auto account roll-out & account replication.

EthoTech, Inc. www.ethotech.com • 678-384-7500 ext. 1 Commission Plan Calculate, pay and track all variable com-pensation, including Sales Commissions, Bonuses, Royalties, Rebates and SPIFFS. Effortlessly create and modify commis-sion plans, and then quickly distribute reports by e-mail.

Higher Logic

www.higherlogic.com • 202-360-4402 Higher Logic The leading cloud-based commu-nity platform used by organizations worldwide to bring people together in secure communities designed to ignite knowledge sharing, drive content creation and solve problems.

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

JAT Computer Consulting, Inc. www.jatnet.com/JBC.htm 888-525-8874 ext. 462 JAT Benefits Connect (JBC) JBC communicates enrollment data to carriers and insurance providers.

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

Joesoftware Inc. www.joesoftware.com • 780-990-0220 Marshal Comprehensive QHSE application. Incident management, employee safety data, training/certifications, jobsite hazard assessments, procedure automation and more. OHSA COR PIR compliant.

IND

UST

RY

A erospace

Arbela Technologies 365 3650 www.arbelatech.com • 949-291-4777 Arbela Technologies Whether in the enterprise or the cloud, on a mobile device or machine-to-machine, Arbela is a trusted advisor companies rely on to drive transformation & achieve strategic, financial & operational value.

Automotive

AIM Computer Solutions, Inc. www.aimcom.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.

Sana Commerce 365F 3650

www.sana-commerce.com • 646-362-0432 Sana Commerce Through 100% seamless integration, our e-commerce solution leverages existing ERP business logic and data in powerful, user-friendly web stores.

Building Materials


Chemicals

Horizons International

www.qualityessentialssuite.com 866-949-9504 ext. 811 Quality Essentials Suite Quality Management System integrates to all Dynamics products. Used in chemicals, food and other regulated industries. Control layouts for certificates of analysis, comply with ISO standards, manage lot holds.

Vicinity Manufacturing

www.vicinitymanufacturing.com 770-421-2467 Vicinity Vicinity’s ERP software manages for-mulation, quality control, compliance, production and planning for process manufacturers in the Food/Beverage, Chemical, Cosmetic, Paint, Personal Care and Pharmaceutical industries

Construction

AvidXchange, Inc. www.avidxchange.com/ap-automation/ 800-560-9305 End-to-End AP Automation Automate invoice capture, intelligently route approvals, facilitate 100% of sup-plier payments, and increase control over your payables process.

Industry




Journyx www.journyx.com • 800-755-9878 Journyx Inc. Time and expense tracking and resource management solution that enhances Microsoft Dynamics project account-ing functionality with data validations, multi-approval levels, accrual calcula-tions & more.

Liaison Software Corp

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

Nodus Technologies, Inc. www.nodus.com/solutions/e-commerce/ 909-482-4701 eStore Solution Stack with PayFabric Go beyond a shopping cart with a feature-rich, automated and fully inte-grated ecommerce solution. Securely take orders from our PCI certified B2B, B2C, and sales portal web site with at-tractive responsive web design.

Nodus Technologies, Inc.

www.nodus.com/solutions/online-bill-pay/ 909-482-4701 ePay Advantage with PayFabric Automate A/R, improve cash flow, and provide security and convenience to your customers with an online bill pay portal. Optional recurring/subscription billing, AutoPay, and payment plan modules.

Nodus Technologies, Inc. www.nodus.com/solutions/payment-processing/ 909-482-4701 Credit Card Advantage and CRM Charge with PayFabric Securely process credit cards and ACH within Dynamics GP or CRM and store credit card info in a PCI-certified cloud using PayFabric. Includes batch processing & reporting tools. Optional AutoPay and customer portal.

Panatrack, Inc. www.panatrack.com • 262-361-4950 PanatrackerGP Field Sales & Inventory Extend GP to capture sales transactions at the point of activity.

Paramount WorkPlace

www.ParamountWorkPlace.com • 800-725-4408 Paramount WorkPlace AX, GP NAV, SL Mobile Apps Expense, Requisition, and Procurement with Mobile Apps, Mobile Entry & Approvals. Robust Capabilities, Intuitive Features, Seamless Out-Of-The-Box Integration with your ERP.

Reporting-Central www.reporting-central.com • 813-579-4991 The Validator 1099 Easily validate your 1099 vendor data against the IRS TIN Match Service. Why wait until the end of the year to do this, when you can do it anytime you want. Smooth your year-end and get 1099's filed faster.

Reporting-Central www.reporting-central.com • 813-579-4991 The Corrector Properly correct GL Distribution mistakes made in AP, Purchasing, AR, Sales Order, Cash & Inventory. No more cryptic GL re-class entries, full audit trail between correcting & original entry. Just click "Correct"

ReQlogic www.reqlogic.com • 734-302-2316 ReQlogic ReQlogic is the leading solution for ePro-curement, Requisition, AP Automation, Time & Expense. With real-time inte-gration, powerful workflow and ease of configuration, ReQlogic is the right choice for your business.

Solver 365F 3650

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

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

Equipment Rental and Leasing

OFS Software Solutions, LLC 365F www.ofserp.com 844-OFS-ERPS / 844-637-3777 Oil Field Service ERP Softward Suite | ofsERPTM Everything you need for Oil field Service: Equipment Rental, Maintenance, Mobile Field Ticket Apps, Reservations, Simple Jobs, Special Pricing & Invoicing, Transport & Disposal, and More. V4 in NAV2017,Coming to D365

Finance/Banking

Emergence www.emergencecorp.com/aac • 441-295-0913 Advanced Account Control for Microsoft Dynamics GP Easily manage large multi-segmented charts of accounts. AAC allows rule based management of valid account numbers & segment combinations. Includes enhanced account lookup, auto account roll-out & account replication.

F ood and Beverage

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

ASC Software www.ascsoftware.com • 937-429-1428 ASCTrac Award winning, scalable Warehouse Management Solutions (WMS) designed for Distribution, Manufacturing & 3PL operations of any type. Over 25 years of experience in the Food/Beverage industry.

Blue Horseshoe www.bhsolutions.com • 317-573-2583 Supply Chain Suite for Dynamics AX Gold Certified ERP Partner providing Tier-1 end-to-end implementation services as well as Industry Leading software to fully optimize your Supply Chain. See what's new in the Supply Chain Suite for Dynamics AX.



Lanham Associates® www.lanhamassoc.com 678-379-4200 ext. 105 Supply Chain Solutions Seamlessly simple Shipping, Inventory Management, WMS, & EDI Compliance. Best of Breed built inside NAV. More than 110,000+ users worldwide.

Sana Commerce 365F 3650 www.sana-commerce.com • 646-362-0432 Sana Commerce Through 100% seamless integration, our e-commerce solution leverages existing ERP business logic and data in powerful, user-friendly web stores.


www.vicinitymanufacturing.com 770-421-2467 Vicinity Vicinity’s ERP software manages for-mulation, quality control, compliance, production and planning for process manufacturers in the Food/Beverage, Chemical, Cosmetic, Paint, Personal Care and Pharmaceutical industries.

WithoutWire 3650

www.withoutwire.com • 612-343-0404 WithoutWireTM Warehouse WMS Barcode mobile traceable lot serial tracked inventory for Process Discrete MO Manufacture Distributor Food Beverage Supply Chain ship EDI.

F ranchises

Eclipse Computing, Inc 365F www.royaltiesandrights.com • 201-746-6255

NEW: Eclipse Franchise Based Accounting Provides full automation of Franchisee Income-royalties, ad-share-deferred & unlimited user defined categories. Options exist for automating data col-lection from individual sites & collection of cash via auto ACH.


Government Contracting

DATABASICS, Inc. 365F

www.data-basics.com • 800-599-0434 DATABASICS Time, Expense & Invoice Reporting — Employee Management Solutions Global, Mobile & Easy, Travel Expense, Timesheet & Leave Mgmt. processing. Streamline Projects, DCAA, Budget Tracking Reqs w/ a single solution.

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

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H ealthcare

Artsyl Technologies. Inc.

artsyltech.com •905-326-0676

NEW: docAlpha Artsyl’s docAlpha smart process platform intelligently captures data from docu-ments and other unstructured digital files to eliminate data entry, increase data accuracy, accelerate workflows and ensure compliance.

Business Computers

Software, Inc. www.business-computers.com • 303-494-9390 Time Matrix Time Clock that integrates with Dynamics GP PR, HR, PA, & Manufacturing.

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

InterDyn BMI www.erp4health.com • 866-264-3249 ERP4Health® Financial Management Software pow-ered by Microsoft Dynamics.

Sierra Workforce Solutions

www.sierraws.com • 800-822-0973 Sierra Workforce Solutions Dynamics ERP time & attendance solu-tions optimizing productivity and data integration for payroll, job costing & HR. Advanced scheduling and ACA reporting options. Biometric, badge, WEB, PC or mobile time clocks.

High Tech and Electronics

Red Maple 3650 www.redmaple.com • 972-980-6963 Red Maple's Advanced Trade and Pricing Adv Trade extends pricing capabilities to include complex pricing structures, extends billing, billing schedules and revenue recognition of complex transac-tions. Contracts can be generated and managed easily.

Insurance


Lean Manufacturing

HighJump www.HighJump.com/CollectForGP 734-748-9291 AccellosOne Collect for GP The only warehouse management system that shares the GP database and posts transactions in real-time. Automate pick, pack, ship, and more. Integration with GP MFG, Vicinity and Horizons. Over 400 GP customers.

L ife Sciences

Merit Solutions, Inc. 365 3650

www.maxlifesoftware.com • 630-614-7133

NEW: MAXLife365 MAXLife365 is the leading digital platform for Biotech, Pharma, and Med Device companies that brings together traditional ERP, CRM, QMS, BI, and Document Management capabilities into one integrated solution.

Manufacturing






ASC Software www.ascsoftware.com • 937-429-1428 ASCTrac Award winning, scalable Warehouse Management Solutions (WMS) designed for Distribution, Manufacturing & 3PL operations of any type. Over 25 years of experience in both process & discrete manufacturing.

Bond Consulting Services 365 365F 3650 www.BondConsultingServices.com 562-988-3451 Microsoft Dynamics ERP & CRM Solutions for Manufacturing & Distribution The go-to team of trusted advisors moving you forward with Microsoft Dynamics ERP and CRM solutions for SMB and Enterprise.

Business Computers


Data Masons Software 365 365F 3650 www.datamasons.com/thelist • 866-575-1631 Vantage Point EDI for Dynamics EDI Made Simple for Dynamics: ERP integration without customization.






Manufacturing Resource

Partners www.mrpconsulting.com • 562-547-6156 Dynamics GP Manufacturing Consulting The Dynamics GP implementation team at Manufacturing Resource Partners is one of the most experienced available. Each of our consultants has 12 to 24 years of manufacturing and operations management experience.

Pacific Business Consulting, Inc. 3650 www.pbc.co.jp/en/ • 81-3-5796-7053 Pacific Business Consulting Inc. The first Dynamics Solutions Center in Japan. Leveraging its 17 year-experience, PBC is known as No.1 partner in Japan and a supplier of Asian localizations for NAV. AX Japanese document solutions are available.

SalesPad www.salespad.net • 616-245-1221 SalesPad Desktop Inventory, order, and purchasing man-agement, WMS, EDI for manufacturers.

SalesPad www.salespad.net/innovates • 616-245-1221 SalesPad Automate, integrate & report. GP, mobile, web & more. Free consultation.




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StockIQ Technologies

www.stockiqtech.com • 720-420-7946 Intelligent Supply Chain Planning Inventory analytics, forecasting, & multi-site replenishment designed for Distribution, Manufacturing & 3PL operations.

TrueCommerce 365



www.vicinitymanufacturing.com 770-421-2467 Vicinity Vicinity’s ERP software manages for-mulation, quality control, compliance, production and planning for process manufacturers in the Food/Beverage, Chemical, Cosmetic, Paint, Personal Care and Pharmaceutical industries

WilloWare, Inc. www.willoware.com • 888-339-4556 ext. 1 MO Generator MO Gen integrates external Mfg sys-tems into GP Mfg. Creates, schedules, and releases MO's. Builds pick lists and receives and posts MO receipts.

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.

WithoutWire 3650

www.withoutwire.com • 612-343-0404 WithoutWireTM Warehouse WMS Barcode mobile traceable lot serial tracked inventory for Process Manufacture MO Distributor Food Beverage Pharma Chemical CPG ship EDI.

M edia and Entertainment

Eclipse Computing, Inc 365F www.royaltyandrights.com 201-746-6255 ext. 201 Royalty and Rights Management System for Dynamics GP Fully automated end to end solution for managing intellectual property. Controls all phases of royalty accounting including Contracts, Accruals, Payments & Revenue Recognition.

Non-Profit Organizations

Ariett 365 www.ariett.com • 781-826-1120 Cloud Purchasing, Accounts Payable Automation, Payment Processing, Contract Tracking and Expense Reporting for Any Device and Multiple Companies Pre-approve against Budget, Track Program Spend, Capture Invoices .


ImageTag, Inc. www.kwiktag.com • 888-KWIK-TAG KwikTag KwikTag by ImageTag is ONE SYSTEM you need for document management and business process automation - without harming trees or your budget.

Solver 365F 3650



Oil and Gas




OFS Software Solutions, LLC 365F www.ofserp.com 844-OFS-ERPS / 844-637-3777 Oil Field Service ERP Softward Suite | ofsERPTM Everything you need for Oil field Service: Equipment Rental, Maintenance, Mobile Field Ticket Apps, Reservations, Simple Jobs, Special Pricing & Invoicing, Transport & Disposal, and More. V4 in NAV2017,Coming to D365.

P harmaceuticals

ASC Software www.ascsoftware.com • 937-429-1428 ASCTrac Award winning, scalable Warehouse Management Solutions (WMS) designed for Distribution, Manufacturing & 3PL operations of any type. Over 25 years of experience in the Pharmaceutical & Medical industries.

AXSource 3650 www.axsource.com • 905-854-6059 Quality & Compliance for Dynamics ERP solution for cGMP compliance to meet FDA, Health Canada and EU requirements for manufacturers and distributors.



Merit Solutions, Inc. 365 3650

www.maxlifesoftware.com • 630-614-7133

NEW: MAXLife365 MAXLife365 is the leading digital platform for Biotech, Pharma, and Med Device companies that brings together traditional ERP, CRM, QMS, BI, and Document Management capabilities into one integrated solution.

Panatrack, Inc. www.panatrack.com • 262-361-4950 PanatrackerGP for Inventory Management Add an integrated bar code solution and turn GP into your WMS for inven-tory management. An easy to install solution with robust features.

POS

ACOM Solutions, Inc. www.acom.com/solutions/ms-dynamics-gpgreat-plains/ • 800-699-5758 Accounts Payable and Payment Automation Designed for Dynamics GP Streamline your entire financial process, from invoice capture & approval to vendor payments, all from one platform. Intelligent workflows, real-time GP transaction processing, & automated B2B payments.

Professional Services


www.data-basics.com • 800-599-0434 DATABASICS Time, Expense & Invoice ReportingTM Employee Management Solutions Global, Mobile & Easy, Travel Expense, Timesheet & Leave Mgmt. processing. Streamline Projects, DCAA, Budget Tracking Reqs w/ a single solution.

JOVACO Solutions Inc. 365

www.jovaco.com • 888-988-3535 ext. 121 JOVACO Suite Project management solution with a project accounting module, web-based time & expense application and planning tool. Top features: extensive reporting, multi-company & currency, integration to SOP, POP & inventory

Solver 365F 3650



P ublishing


R eal Estate


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Retail

ChargeLogic 365F www.chargelogic.com • 877-292-2520

NEW: ChargeLogic Retail Retail point of sale integrated with NAV. Chip & PIN ready. US & Canada.



Red Maple 3650 www.redmaple.com • 972-980-6963 Red Maple's Advanced Credit Cards for Retail Adv. CC for Retail allows you to process credit cards in retail environments and directly integrate into AX. PCI validated CC solution native to AX. Red Maple has many processor options for CC for Retail.

Red Maple 3650 www.redmaple.com • 972-980-6963 Red Maple's Advanced Credit Cards PCI validated CC solution native to AX and Retail for AX. We integrate to 13+ processors. Take payments in SO, AR or Projects. Tokenization is available. Process CC in multiple countries. Handle complex transactions.

Software Manufacturers


Staffing/Recruiting

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

Transportation / TMS

Next Generation Logistics, Inc.

www.DynamicsTMS.com 847-963-0007 ext. 136 DynamicsTMS® Transportation Management System LTL, FTL, Multi-Stop Routing. Rate Shop, Tariff Mgmt, Load Tendering, Posting, and Bidding. Track and Trace, Freight Audit, and Reporting.

Selective Software Inc www.selectivesoftware.com • 421-369-0480 In Transit Software Integrated solutions for Trucking: Loads, Driver/Carrier Pay, Freight Billing, EDI, Dispatch, Imaging, Maintenance & Repair, Fuel Integration, Road Taxes. Reporting & more. Asset-Based & Brokerage.

W arehouse Management

ASC Software www.ascsoftware.com • 937-429-1428 ASCTrac Award winning, scalable & highly con-figurable WMS designed for Distribution, Manufacturing & 3PL operations of any type. Over 25 years of experience in advanced distribution solutions.




Lanham Associates® www.lanhamassoc.com 678-379-4200 ext. 105 ACE Warehousing© Receiving, picking, shipping, realtime inventory in NAV via wireless devices. Also grows to license plating, serial no. tracking & production output registration.


Tasklet Factory www.taskletfactory.com • +45 72 332 000 Mobile WMS for Microsoft Dynamics AX/NAV Mobile WMS is a user-friendly Mobile Warehouse Management solution with on/offline mode that integrates with standard Microsoft Dynamics AX/NAV.

WithoutWire 3650

www.withoutwire.com • 612-343-0404 WithoutWireTM Warehouse WMS Barcode mobile traceable lot se-rial tracked inventory for Manufacture Distributor Pharma Chemical CPG Food Field Service tech job ship EDI.

W holesale Trade: Durable Goods

SalesPad www.salespad.net/desktop • 616-245-1221 SalesPad Desktop Inventory management, order entry, purchasing, WMS, EDI for wholesalers.

TrueCommerce 365


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The Partner featured for the ISV Partner Profi le is randomly selected from those Partners participating in The List. To learn more about The List contact [email protected]. “The List is a very valuable resource for both Partners and customers. It is a one stop shop for fi nding

ISVs with deep vertical expertise and solutions, who are committed to helping the Dynamics channel.”

Jeff rey Porter, StockIQ Technologies

Learn why Jeff rey with StockIQ Technologies likes The List:




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Corporate Renaissance Group www.crgroup.com/AATools • 613-232-4295 AA Tools for Analytical Accounting Simplify the management of GP Analytical Accounting: AA Backfiller, AA Changer, AA Segment Converter & AA Cubes. Backfill data in AA, change AA codes, convert GL segments to AA dimensions & complete analytics.


Encore Business Solutions www.encorebusiness.com • 888-898-4330 ePayStub for Canadian Payroll ePaystub for Canadian Payroll is a seam-less extension to Microsoft Dynamics GP Canadian Payroll that allows users to email out employee Payslips with an email that is password protected.


Affordable Care Act Reporting

Aatrix Software, Inc. partner.aatrix.com/msdynamicsgp 800-426-0854 ext. 175 Aatrix COMPLETE ACA eFile Service Aatrix, the nations leading single-point eFile center makes complying with ACA reporting requirements simple. The COMPLETE ACA eFile Service will Print & mail employee copies and eFile the IRS as low as 99¢/employee.

AIM Technologies www.aim-technologies.com/acadashboard.html • 888-234-0428 The ACA Dashboard Complete solution for proactive man-agement and reporting for compliance with the Affordable Care Act.

Integrity Data www.integrity-data.com/software/aca-compliance/ 888-786-6162 Integrity Data ACA Compliance Solution Making IRS compliance around healthcare reporting a non-issue by tracking eligibil-ity and affordability and automatically generating, printing and e-filing Form 1095-C/ 1094-C.

Integrity Data www.integrity-data.com • 217-732-3737 Comprehensive HR & Payroll Solutions for Dynamics GP Creating great Dynamics® GP HR & Payroll experiences by offering solid solutions: reliable software, top-notch support and expert services - making your payroll system work exactly the way you want and need it to!



Analytics


DataSelf

www.dataself.com • 888-910-9802 DataSelf Analytics Tableau, a data warehouse and 5,000 KPIs for Dynamics ERP/CRM.

deFacto Global, Inc. 365F 3650

www.deFactoGlobal.com 888-894-3031 ext 229 Dynamics’ Premier Excel-based Planning Affordable enterprise-quality power and capabilities. Cloud |Hybrid| On-Prem

Encore Business Solutions www.encorebusiness.com 888-898-4330 ext. 2336 Advanced SmartList Enhanced analysis of SmartList data. Ad-hoc reports & queries on the fly. Sort, filter & re-order columns easily. Sum groups of info fast.

Encore Business Solutions www.encorebusiness.com 888-898-4330 ext. 2336 Project Tracking with Advanced Analytics Creates a seamless connection between a company’s financial transactions & project revenue & expenses. Easily assign project info. from within GP at the time of transaction entry.

Automation

ImageTag, Inc. www.kwiktag.com • 888-KWIK-TAG KwikPayables KwikPayables automates the process of invoice transactions being captured, coded, routed, approved, stored and audited.

Barcode Data Collection



Insight Works www.dmsiworks.com • 866-440-7543 Shop Floor and Warehouse Mobile Data Collection With barcode data and scanning, tracking time, attendance, materials, and inventory are handled seamlessly with Insight Work's Shop Floor and Warehouse Mobile Data Collection module for Dynamics NAV.

MT Mobility www.mt-mobility.com • 641-753-5999 ext. 151 MT Mobility Mobile WMS and barcode data collection software for Dynamics AX and NAV.


Panatrack, Inc. www.panatrack.com • 262-361-4950 PanatrackerGP for Fixed Assets Bar Code data capture extending GP Fixed Asset module to manage assets.

Budgeting

CALUMO, Inc.

www.calumo.com • 214-387-6030 CALUMO - Reporting, Budgeting & Forecasting CALUMO is THE single tool for reporting, budgeting & forecasting all Accountants love. CALUMO combines web/mobile/Excel/Word/PowerPoint to create & distribute ad-hoc analysis, reports, dashboards & planning templates .

Centage www.centage.com • 508-948-0066 Budget Maestro by Centage Budget Maestro is an easy-to-use budget-ing and forecasting solution seamlessly integrated with Micrsoft Dynamics AX,GP,NAV, and SL that automates the time consuming and error-prone tasks associated with spreadsheets.

Corporate Renaissance Group

www.crgroup.com/budgeting • 613-232-4295 Budgeting & Costing CRGroup provides consulting expertise and leading solutions to streamline and improve budgeting, planning and costing. (Adaptive Insights, BOARD Software, CRG Cost Allocator, CRG FlexABM). Contact us to learn more.


www.deFactoGlobal.com 888-894-3031 ext 229 Dynamics’ Premier Excel-based Planning Affordable enterprise-quality power and capabilities Cloud |Hybrid| On-Prem




Dynamic Budgets www.dynamicbudgets.com • 650-332-6650 Dynamic Budgets Budgeting & live reporting. Frustrated that other budget solutions are too painful, too complicated, and too expensive? This solution installs and configures in 1 hour. Dynamic Budgets makes Powerful Budgeting Easy!

Prophix Software

www.prophix.com • 905-279-8711 Prophix Leading developer of performance management solutions designed to automate financial and operational processes. High-end functionality with powerful, adaptable solutions built on the Microsoft SQL Server stack.

Solver 365F 3650


Business Intelligence




CALUMO, Inc.

www.calumo.com • 214-387-6030 CALUMO - Reporting, Budgeting & Forecasting CALUMO is THE single tool for reporting, budgeting & forecasting all Accountants love. CALUMO combines web/mobile/Excel/Word/PowerPoint to create & distribute ad-hoc analysis, reports, dashboards & planning templates.

DataSelf

www.dataself.com • 888-910-9802 DataSelf Analytics Tableau, a data warehouse and 5,000 KPIs for Dynamics ERP/CRM.

Edgewater Fullscope 3650 www.fullscope.com Email: [email protected] Reporting and BI Accelerator for Dynamics AX Simplify Dynamics AX Reporting and BI, while leveraging your existing Microsoft investment, with Fullscope’s cost effec-tive reporting solutions.

Flexible Solutions www.GPReportsViewer.com 212-254-4112 ext. 1 GP Reports Viewer Easily & quickly print/email Crystal/SRS/Excel reports directly from Dynamics GP. Replace existing GP reports, link reports directly to GP and 3rd party windows, pass parameters to reports directly from fields in GP.

Halo BI

www.halobi.com • 888-300-0219 Halo BI Analytics and BI platform for self-service supply chain planning and data discovery. Enterprise scaled, rapidly implemented, data secured. Analyze, decide and plan faster than ever before. See demo live on halobi.com

Jet Reports 365 365F 3650

www.jetreports.com • 503-608-3602

NEW: Jet Reports Suite of Solutions Fast, Flexible Reporting & BI inside Excel. 154,320+ users and counting.

Solver 365F 3650


Business Process Management

ACOM Solutions, Inc. www.acom.com/solutions/ms-dynamics-gpgreat-plains/ • 800-699-5758 Paperless Accounts Payable and Payment Automation Designed for Dynamics GP Streamline your entire financial process, from invoice capture & approval to vendor payments, all from one platform. Go paperless w/intelligent workflows, real-time GP transaction processing, & automated B2B payments


Ariett 365 www.ariett.com • 781-826-1120 Cloud AP Invoice to Payment Automation and Contract Tracking with Intercompany and Multi-Currency Processing Invoice Capture/Approval, Payments, Requisition & POs, Expense Reports.



Check Printing


www.liaisonsc.com • 800-811-4618 ext. 201 Liaison Messenger DD Batch email password protected Direct Deposit Statements to Employees.

Trans-Micro, Inc. www.checkfactory.com • 800-749-2335 Check Factory Visual Series v5 for Dynamics GP and SL MICR check and forms printing software solution with automatic signatures on checks. Designed to replace the need to purchase pre-printed checks and forms. Check Factory works inside Dynamics GP and SL.

Collaboration Platform

Higher Logic

www.higherlogic.com • 202-360-4402 Higher Logic The leading cloud-based commu-nity platform used by organizations worldwide to bring people together in secure communities designed to ignite knowledge sharing, drive content creation and solve problems.

C ommissions


Red Maple 3650 www.redmaple.com • 972-980-6963 Red Maple's Advanced Commissions Adv Commissions is flexible and handles complex commissions. Commissions can be calculated based on many criteria and can be paid at invoice, upon pay-ment or periodically. It can be used in SO, Projects, AR & AP.

Compliance

ACOM Solutions, Inc. www.acom.com/solutions/ms-dynamics-gpgreat-plains/ • 800-699-5758 Integrated AP, Document Management and Payment and Process Automation for Dynamics GP Direct and control the entire lifecycle of your document and invoices & payments, while protecting the information within them & keeping you within information and payment compliance mandates.

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

Arbela Technologies 3650 www.arbelatech.com • 949-291-4777 Arbela Audit & Security Manager Audit Security Manager addresses security management, audit compli-ance & reporting. Reduce your time to prepare for audits & manage security. Gain from our experience!

AXSource 3650 www.axsource.com • 905-854-6059 GMP Compliance Built-in Quality Management solution for Dynamics with Recall, CAPA and Electronic Batch Records.

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Integrity Data www.integrity-data.com/software/aca-compliance/ • 888-786-6162 Integrity Data ACA Compliance Solution Making IRS compliance around healthcare reporting a non-issue by tracking eligibil-ity and affordability and automatically generating, printing and e-filing Form 1095-C/ 1094-C.

C ost Accounting

Sable37 3650 www.sable37.com/icon-365-solutionsthelist/ 336-207-6800 Inbound Transportation Management & Landed Cost Inbound shipment status, multiple/part PO/multi-vendor shipments, transfer orders, all AX costing methods, receiving by container, multiple cost calculation & allocation methods, multi-modal, complex routing.

C redit Card/Check Processing

Century Business Solutions

www.ebizcharge.com/ • 888-500-7798 EBizCharge for Microsoft Dynamics Process payments in CRM, NAV and GP using the secure payment gateway EBizCharge. Unlimited batch history and reports. Online bill pay portal.

ChargeLogic 365F www.chargelogic.com • 877-292-2520 ChargeLogic Payments Leading PCI-validated credit card & payment processing solution for NAV.

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

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

k-eCommerce www.k-eCommerce.com • 855-532-6663 Azox CCE Secure credit card processing software for Microsoft Dynamics GP that works with multiple gateways. It’s PA-DSS certified and features real-time payment processing and tokenization.

Nodus Technologies, Inc. www.nodus.com/solutions/payment-processing/ 909-482-4701 Credit Card Advantage and CRM Charge with PayFabric Securely process credit cards and ACH within Dynamics GP or CRM and store credit card info in a PCI-certified cloud using PayFabric. Includes batch processing & reporting tools. Optional AutoPay and customer portal.

Red Maple 3650 www.redmaple.com • 972-980-6963 Red Maple's Advanced Credit Cards for Retail Adv. CC for Retail allows you to process credit cards in retail environments and directly integrate into AX. PCI validated CC solution native to AX. Red Maple has many processor options for CC for Retail.

Red Maple 3650 www.redmaple.com • 972-980-6963 Red Maple's Advanced Credit Cards PCI validated CC solution native to AX and Retail for AX. We integrate to 13+ processors. Take payments in SO, AR or Projects. Tokenization is available. Process CC in multiple countries. Handle complex transactions.

Customer Relationship Management

Encore Business Solutions www.swiftrm.com • 888-898-4330 SwiftRM Your express route to relationship management in the cloud! A pre-configured Dynamics CRM environment designed for ease of use and deployed in 3 days. Priced on a per user/month basis, starting at $65.

Visionary Software

Consulting, Inc. crm-rules.com • 877-276-1942 CRM Rules for Microsoft Dynamics CRM Add JavaScript to CRM forms w/o cod-ing. More powerful than Business Rules.

Data Integration


Winthrop Development

Consultants www.winthropdc.com/products_BPST.htm +61893329446 Batch Posting Service Toolkit Post batches into Dynamics GP from external applications, in real-time, with a single web service call ... without using Dexterity.

Data Management

Corporate Renaissance Group www.crgroup.com/changer 613-232-4295 CRG Changer Quickly & easily change, merge & combine your codes & data in GP. Changer is trusted by thousands of organizations, supports 3rd party tables & is completely flexible - ensuring GP operates at optimum efficiency.

Distribution


ASC Software www.ascsoftware.com • 937-429-1428 ASCTrac Award winning, scalable WMS for Distribution, Manufacturing & 3PL operations. Over 25 years of features & functions built-in.




Lanham Associates® www.lanhamassoc.com 678-379-4200 ext. 105 Supply Chain Solutions Seamlessly simple Shipping, Inventory Management, WMS, & EDI Compliance. Best of Breed built inside NAV. More than 110,000+ users worldwide.

NETSTOCK www.netstock.co • 602-418-6045 NETSTOCK Optimize your inventory with a smart, affordable SaaS app built to minimize stock-outs, reduce excess stock, and produce optimal orders fast!

SalesPad www.salespad.net • 616-245-1221 SalesPad Desktop Inventory management, order entry, purchasing, WMS, EDI for distributers

StockIQ Technologies

www.stockiqtech.com • 720-420-7946 Intelligent Supply Chain Planning Inventory analytics, forecasting, & multi-site replenishment designed for Distribution, Manufacturing & 3PL operations.


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Document Management

ACOM Solutions, Inc. www.acom.com/solutions/ms-dynamics-gpgreat-plains/ • 800-699-5758 Automated Payables, Sale Order Processing & Document Management Designed for Dynamics GP Securely manage the capture, workflow, & storage of invoices, documents & all vital business information. 3-way matching, live accrual reporting & the ability to complete transactions directly from workflows.




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


DocuPhase www.DocuPhase.com • 727-441-8228 ext 626 DocuPhase Using document management and automation tools, DocuPhase helps companies around the world organize their workplaces. It's simple - money is saved, and effort is reduced. Enjoy a workplace like never before!

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




Metafile Information Systems, Inc.

www.metaviewer.com • 507-286-9232 MetaViewer Paperless Automation for Microsoft Dynamics AP Automation for Dynamics AX, GP, SL & NAV, & expanded functionality including expense reports, journal entry, purchase requisition and more.

E-commerce

Avalara, Inc.

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



ChargeLogic 365F www.chargelogic.com • 877-292-2520 ChargeLogic Connect PCI-certified e-commerce payments & orders. Click-to-Pay Invoicing.

Clarity Ventures 365

www.clarity-ventures.com/ecommerce 800-928-8160 Clarity eCommerce Fully custom, scalable enterprise eCom-merce integrated with Dynamics for the best possible digital experience. Built in customized reporting, SEO, busi-ness intelligence and comprehensive administration features.


k-eCommerce www.k-eCommerce.com • 855-532-6663 k-eCommerce An innovative eCommerce solution fully integrated to your ERP, offering an omnichannel platform for B2B and B2C online stores deployed in our PCI-DSS 3.2 Level 1 certified cloud environment.

Malibu Commerce www.malibucommerce.com • 213-891-0630 M-Connect and Magento M-Connect fully integrates Microsoft NAV with Magento, one of the top E-Commerce platforms. This guarantees that we will exceed your customer’s on-line expectations in both B2B and B2C in a secure way.

Nodus Technologies, Inc. www.nodus.com/solutions/e-commerce/ 909-482-4701 eStore Solution Stack with PayFabric Go beyond a shopping cart with a feature-rich, automated and fully inte-grated ecommerce solution. Securely take orders from our PCI certified B2B, B2C, and sales portal web site with at-tractive responsive web design.


Thomson Reuters 3650 tmsnrt.rs/2rrxutj • 888-885-0206 Sales Tax Automation for Microsoft Dynamics Thomson Reuters ONESOURCETMIndirect Tax is tax management software that automates sales, use and value-added tax calculation, reporting, filing and remittance.

Vertex 3650 www.VertexSMB.com/TheList • 855-221-5885 Vertex Sales and use tax automation for busi-nesses of any size.


Consultants www.winthropdc.com/products_BPST.htm +61893329446 Batch Posting Service Toolkit Post batches into Dynamics GP from external applications, in real-time, with a single web service call ... without using Dexterity.

E DI

AIM Computer Solutions, Inc.

www.aimcom.com • 586-439-0300 AIM Vision AutoSys EDI, AIAG barcode labels, Demand Mgmt, Release Acctg., MMOG, IATF 16949.


Lanham Associates® www.lanhamassoc.com 678-379-4200 ext. 105 ACE - Advanced Commerce ERP EDI, Compliance, VAN, ASN, Shipping, Carrier Manifest, Labels, Bar-Coding, WMS, Forecasting & Replenishment. Best of breed built in NAV, replacing 7 disparate solutions. Seamless simplicity. 110,000+ users worldwide.

Lanham Services www.lanhamservices.com 678-999-3900 Managed EDI Services Did you know Lanham Services offers Managed EDI Services? Management of day-to-day EDI tasks & error resolution. A true turn-key EDI solution.

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South Anna, Inc. www.southannasoftware.com • 804-316-9660 Positive Pay Perform Positive Pay from AP and Payroll to your issuing bank.

South Anna, Inc. www.southannasoftware.com • 804-316-9660 401K Data Interchange Transmit your 401K collection data from Payroll electronically to your investment bank.

TrueCommerce 365


E lectronic Document Delivery (Email)/Faxing

ACOM Solutions, Inc. www.acom.com/solutions/ms-dynamics-gpgreat-plains/ • 800-699-5758 Real-time Integrated AP and Payment Automation Designed for Dynamics GP Automatically capture, route, deliver, archive, pay and securely access in-formation directly from Dynamics GP screens and via Web Browser.



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



Equipment Maintenance


Expense Solutions

Ariett 365 www.ariett.com/ • 781-826-1120 Cloud Travel and Expense Reporting with Pre-Trip Approval, Credit Cards, Receipt Capture and Mileage Calculator Any Device Expense Reporting w/ Requisition to PO to Invoice to Payment.


www.data-basics.com • 800-599-0434 DATABASICS Time, Expense & Invoice Reporting–Employee Management Solutions Global, Mobile & Easy, Travel Expense, Timesheet & Leave Mgmt. processing. Streamline Projects, DCAA, Budget Tracking Reqs w/ a single solution.

DynamicPoint 365 365F www.dynamicpoint.com/expense-reimbursement/ 844-396-7646 SharePoint Expense Reimbursement Solution Exclusively for Microsoft Dynamics Streamline employee expense reim-bursement with seamless integration to Dynamics. Out of the box integration with Budgeting, Credit Cards, Google Maps, Project Accounting, Analytical Accounting & More!

Gorilla Expense

www.gorillaexpense.com • 877-973-6737 Gorilla Expense The Gorilla Expense T&E solution includes mobile apps, purchase card & corpo-rate credit card reconciliation, project accounting expenses, multi-currency, VAT/GST capture & robust integration with GP, NAV, AX & SL.

ImageTag, Inc. www.kwiktag.com • 888-KWIK-TAG KwikExpense KwikExpense automates and accelerates expense reporting, receipt capture and the report approval process, while mak-ing credit card reconciliation a breeze!

Joesoftware Inc. www.joesoftware.com • 780-990-0220 Spencer Easy, configurable, web-based ex-pense tracking system. Seamlessly drive Payables or Project Accounting. Credit card integration, workflow, multi-currency, VAT support, electronic receipts and more.

Paramount WorkPlace

ParamountWorkPlace.com/solutions/travel-and-expense/ • 800-725-4408 Paramount WorkPlace Expense Mobile App & Entry & Approvals, OCR, Google Maps, Receipt Attachment, Rule Engine, Credit Card & Banking Integration, Real-Time Cash Advances, On-Account Balance, Expense Split, GL Distribution, Open Payment Sunshine

ReQlogic www.reqlogic.com • 734-302-2316 ReQlogic Expense Management ReQlogic’s Expense Management module enables employees to enter expense reports using a browser or mobile interface, or Import expense transactions from a bank or credit card account. Real time integration.

Field Service Management

FieldConnect, Inc.

www.fieldconnect.com • 949-428-1540 FieldConnect Mobile Workforce Solutions FieldConnect is an end-to-end solution for workforce mobilization. Electronic work orders & timesheets, dispatch software, and customer portals are directly integrated with Microsoft Dynamics for maximum efficiency.

OFS Software Solutions, LLC 365F www.ofserp.com 844-OFS-ERPS / 844-637-3777 Oil Field Service ERP Softward Suite | ofsERPTM Everything you need for Oil field Service: Equipment Rental, Maintenance, Mobile Field Ticket Apps, Reservations, Simple Jobs, Special Pricing & Invoicing, Transport & Disposal, and More. V4 in NAV2017,Coming to D365 .

Shining Brow Software Shiningbrow.com • 414-258-3400 The Service Manager Solution for field service organizations that install, service, and maintain equip-ment. Track customers, equipment, contract data and service history. Schedule work & integrate your field staff with our Mobile client

WithoutWire 3650

www.withoutwire.com • 612-343-0404 WithoutWireTM Field Service Field Service WMS Barcode mobile phone tablet lot serial tracked inventory Job Work Order part return depot tech install telecom oilfield inspect .

wsTOOLS www.iscorp.biz/solutions/wstools/ 218-486-5095 wsTOOLS for KEY2ACT Enhancements for GP, KEY2ACT Jobcost, Service Management and MobileTech.

Fixed Assets

Panatrack, Inc. www.panatrack.com • 262-361-4950 PanatrackerGP for Fixed Assets Bar Code data capture extending GP Fixed Asset module to manage assets.

G eneral Ledger

Corporate Renaissance Group www.crgroup.com/reformatter 613-232-4295 CRG Re-Formatter CRG Re-Formatter is the only tool currently available to help companies quickly & easily modify the account framework of Microsoft Dynamics GP after the initial installation.


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HR Management

Aatrix Software, Inc. partner.aatrix.com/msdynamicsgp 800-426-0854 ext. 175 Aatrix COMPLETE ACA eFile Service Aatrix, the nations leading single-point eFile center makes complying with ACA reporting requirements simple. The COMPLETE ACA eFile Service will Print & mail employee copies and eFile the IRS as low as 99¢/employee.

Corporate Renaissance Group

www.employee-performance.com 877-711-0367 CRG emPerform Award-winning employee performance management for Microsoft Dynamics GP & AX. Online performance reviews, 360° assessments, goal management, suc-cession planning, pay-for-performance, reporting & social feedback.

Elevate HR, Inc. 3650 elevate-hr.com/solutions/ • 973-917-3230 Elevate HR: Solutions for Dynamics 365 & AX HCM Applicant Portal, HCM Wizards, Online Benefits, Global Payroll, etc.

ImageTag, Inc. www.kwiktag.com • 888-KWIK-TAG KwikTag KwikApps KwikApps automate any document, any department and any process with ONE SYSTEM that integrates directly with your Dynamics ERP.




Human Resource Applicant Tracking System


I nter-company Processing

Corporate Renaissance Group www.crgroup.com/combiner • 613-232-4295 Company Combiner Trying to manage multiple companies in Dynamics GP? Easily combine com-pany databases into one single entity for easier maintenance, reduced risk, greater efficiencies, and improved reporting with CRG Company Combiner

I nventory Enhancement


Inventory Management





NETSTOCK www.netstock.co • 602-418-6045 NETSTOCK Optimize your inventory with a smart, affordable SaaS app built to minimize stock-outs, reduce excess stock, and produce optimal orders fast!


I nvoicing Enhancement





DynamicPoint 365 365F www.dynamicpoint.com/invoice-automation/ 844-396-7646 SharePoint Invoice Automation Solution Exclusively for Microsoft Dynamics Streamline Invoice/AP Processing with seamless integration to Dynamics GP & NAV. Out of the box integration with Budgeting, Jobs, Project Accounting, Analytical Accounting & More!

Encore Business Solutions www.encorebusiness.com 888-898-4330 ext. 2336 Subscription Billing (formerly called Recurring Contract Billing) Automates & manages cyclical & sub-scription based billings by generating invoices, quotes or orders in GP SOP based on the billing date & billing frequency assigned to the customer contract line item.




South Anna, Inc. www.southannasoftware.com • 804-316-9660 AR Collections Automate your AR Collections securely and track all history. Track and report your collectors work. Scales from 1 collector to 1000's.

Job Costing


www.jovaco.com 888-988-3535 ext. 121 JOVACO Suite Project management solution with a project accounting module, web-based time & expense application and planning tool. Top features: extensive reporting, multi-company & currency, integration to SOP, POP & inventory



M anufacturing Enhancement




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WilloWare, Inc. www.willoware.com • 888-339-4556 ext. 1 MO Generator MO Gen integrates external Mfg sys-tems into GP Mfg. Creates, schedules, and releases MO's. Builds pick lists and receives and posts MO receipts.

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.

Mobility



Multi-Entity Management



Occupational Health & Safety

Joesoftware Inc. www.joesoftware.com • 780-990-0220 Marshal Comprehensive QHSE application. Incident management, employee safety data, training/certifications, jobsite hazard assessments, procedure automation and more. OHSA COR PIR compliant.

P ayables Enhancement

ACOM Solutions, Inc. www.acom.com/solutions/ms-dynamics-gpgreat-plains/ • 800-699-5758 Automated Payables, AP and Sale Order Processing Designed for Dynamics GP Streamline your entire financial process, from invoice capture & approval to vendor payments, all from one platform. Go paperless w/intelligent workflows, real-time GP transaction processing, & automated B2B payments .





Dooap Inc. 3650 www.dooap.com • 212-653-8801 Dooap Dooap is Accounts Payable automation for Microsoft Dynamics AX and 365. It's invoice automation that both users and AX love. 100% say it is fun to use. Efficiency comes standard.

DynamicPoint 365 365F www.dynamicpoint.com/invoice-automation/ 844-396-7646 SharePoint Accounts Payable Automation Solution Exclusively for Microsoft Dynamics Streamline Invoice/AP Processing with seamless integration to Dynamics GP & NAV. Out of the box integration with Budgeting, Jobs, Project Accounting, Analytical Accounting & More!


ImageTag, Inc. www.kwiktag.com • 888-KWIK-TAG KwikPayables KwikPayables automates the process of invoice transactions being captured, coded, routed, approved, stored and audited.


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





South Anna, Inc. www.southannasoftware.com • 804-316-9660 AP/AR Refunds Save time by generating refunds be-tween Accounts Payable and Accounts Receivable or bring balances to zero.

Trans-Micro, Inc. www.checkfactory.com • 800-749-2335 Check Factory Visual Series v5 for Dynamics GP and SL MICR check and forms printing software solution with automatic signatures on checks. Designed to replace the need to purchase pre-printed checks and forms. Check Factory works inside Dynamics GP and SL.

P ayroll Enhancement

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

Integrity Data www.integrity-data.com/software/aca-compliance/ • 888-786-6162 Integrity Data ACA Compliance Solution Making IRS compliance around healthcare reporting a non-issue by tracking eligibil-ity and affordability and automatically generating, printing and e-filing Form 1095-C/ 1094-C.



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.


www.liaisonsc.com • 800-811-4618 ext. 201 Liaison Messenger DD Batch email password protected Direct Deposit Statements to Employees.

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Paymate Software Corporation

www.paymatesoftware.com 866-729-6283 (1-866-PAYMATE)

NEW: Paymate Software Payroll with optional HR ESS TnA ACA Quick install and Inexpensive

South Anna, Inc. www.southannasoftware.com • 804-316-9660 401K Data Interchange Transmit your 401K collection data from Payroll electronically to your investment bank.

wsTOOLS www.iscorp.biz/solutions/wstools/ 218-486-5095 wsTOOLS for Dynamics GP PayrollRewind, W2SafetyNet, 1095Importer, WebTimeEntry, PayrollHandoff & other tools have been developed to protect data and make tasks easier.

Portals

DynamicPoint 365 365F

www.dynamicpoint.com/customer-and-vendor-portal/ • 844-396-7646 SharePoint Vendor & Customer Portals for Dynamics GP & NAV Portals built exclusively for Dynamics GP & NAV deliver a seamlessly integrated & highly secure extranet providing access to profile data, sales/purchase orders, payment status and more for 24/7 self-service support.

Peak Engagement

peakengagement.com/peak-portals/ 855-458-3783

NEW: Peak Portals Peak Portals drives deeper engage-ment for brands by enabling multiple engagement channels through a web portal for Microsoft Dynamics. The solution is easy to set-up, intuitive to use and affordable for any business.

The Portal Connector www.crmportalconnector.com/ • 705-726-2966 The Portal Connector for Dynamics CRM It’s easy to use and does not require developers to implement or manage. Just drag and drop to build scalable, secure Portal Solutions!

Procurement Management

Ariett 365 www.ariett.com • 781-826-1120 Cloud Purchasing, Accounts Payable Automation, Payment Processing, Contract Tracking and Expense Reporting for Any Device and Multiple Companies Requisitions, POs, PunchOut/Catalogs, Invoice Capture, Contract Tracking.

DynamicPoint 365 365F www.dynamicpoint.com/purchase-requisition/ 844-396-7646 SharePoint Procurement Management Solution Exclusively for Microsoft Dynamics Streamline procurement processing with seamless integration to Dynamics GP & NAV. Out of the box integration with Budgeting, Receiving, Jobs, Project Accounting, Analytical Accounting & More!


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

Paramount WorkPlace

www.ParamountWorkPlace.com 800-725-4408 Paramount WorkPlace Requisition & Procurement Mobile App & Entry, PunchOut, Catalog, Check Request, Budget Compliance, RFQ, PO Generation, Receiving, Invoice Matching & Vendor Contract Compliance, Robust Approvals Engine.

Red Maple 3650 www.redmaple.com • 972-980-6963 Red Maple's Purchase Rebates Purchase Rebates tracks your rebates receivable. Rebates can be triggered and calculated on many criteria. Rebates can be calculated per invoice or over time. Promotional rebates can be calculated as well.


Product Information Management

Perfion, Inc. www.perfion.com • 267-549-8690 Perfion Product Information Management (PIM) fully integrated with MS Dynamics.

P roject Accounting

Business Computers


Crowe Horwath LLP www.crowehorwath.com/crm/project-management/ 877-600-2253 Project Management for Microsoft Dynamics 365 Project Management for Dynamics 365 is a comprehensive and easy-to-use project management solution.




www.jovaco.com • 888-988-3535 ext. 121 JOVACO Suite Project management solution with a project accounting module, web-based time & expense application and planning tool. Top features: extensive reporting, multi-company & currency, integration to SOP, POP & inventory

Purchase Order Processing Enhancement


Ariett 365 www.ariett.com • 781-826-1120 Cloud Purchasing, Accounts Payable Automation, Payment Processing, Contract Tracking and Expense Reporting for Any Device and Multiple Companies Requisitions, POs, PunchOut/Catalogs, Invoice Capture, Contract Tracking .


DynamicPoint 365 365F www.dynamicpoint.com/purchase-requisition/ 844-396-7646 SharePoint Requisition Management Solution Exclusively for Microsoft Dynamics Streamline procurement processing with seamless integration to Dynamics GP & NAV. Out of the box integration with Budgeting, Receiving, Jobs, Project Accounting, Analytical Accounting & More!

Red Maple 3650 www.redmaple.com • 972-980-6963 Red Maple's Purchase Rebates Purchase Rebates tracks your rebates receivable. Rebates can be triggered and calculated on many criteria. Rebates can be calculated per invoice or over time. Promotional rebates can be calculated as well.

Sable37 3650 www.sable37.com/icon-365-solutionsthelist/ 336-207-6800 Inbound Transportation Management & Landed Cost Inbound shipment status, multiple/part PO/multi-vendor shipments, transfer orders, all AX costing methods, receiving by container, multiple cost calculation & allocation methods, multi-modal, complex routing.

WilloWare, Inc. www.willoware.com • 888-339-4556 ext. 1 Blanket PO Create a Blanket with multiple control lines. Apply spending limits, allowable items, and user security to each Blanket, all with Blanket PO.

Q uality Control



Receivables Enhancement

Crestwood Associates www.crestwood.com/products/crestwood-products/national-accounts-for-microsoft-dynamics-sl/ • 847-394-8820 National Accounts for Microsoft Dynamics SL Easily track & apply payments for customer parent/child relationships.

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Crestwood Associates www.crestwood.com/products/crestwood-products/ar-collections-manager-for-microsoft-dynamics-sl/ • 847-394-8820 AR Collections Manager for Microsoft Dynamics SL Automates time-consuming collection activities and improves cash flow.





South Anna, Inc. www.southannasoftware.com 804-316-9660 AR Collections Automate your AR Collections securely and track all history. Track and report your collectors work. Scales from 1 collector to 1000's.


Reconciliation

GPC Systems, Inc. www.easyebankrec.com • 208-290-3040 Easy e-Bank Rec Easy e-Bank Rec is a true add-on to Microsoft Dynamics GP. Automate transactions with the bank statement import. Do away with manual matching. Automatically mark reconciled items. Credit card features. Visual Aids.

Reporting-Central www.reporting-central.com • 813-579-4991 The Closer Easily find out what is stopping your GL from reconciling to your sub-ledgers for Cash, AR, AP, Inventory, Accrued Purch, Sales, COGS, Sales Tax & Outside Data Sources. No more manual reconciliations.

South Anna, Inc. www.southannasoftware.com • 804-316-9660 Cash Basis Accounting Report Financial GL data on both the Accrual Basis and Cash Basis.

R eporting

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

CALUMO, Inc.

www.calumo.com • 214-387-6030 CALUMO - Reporting, Budgeting & Forecasting CALUMO is THE single tool for reporting, budgeting & forecasting all Accountants love. CALUMO combines web/mobile/Excel/Word/PowerPoint to create & distribute ad-hoc analysis, reports, dashboards & planning templates.


www.deFactoGlobal.com 888-894-3031 ext 229 Dynamics’ Premier Excel-based Planning Affordable enterprise-quality power and capabilities Cloud |Hybrid| On-Prem


Flexible Solutions www.GPReportsViewer.com 212-254-4112 ext. 1 GP Reports Viewer Easily & quickly print/email Crystal/SRS/Excel reports directly from Dynamics GP. Replace existing GP reports, link reports directly to GP and 3rd party windows, pass parameters to reports directly from fields in GP.

Jet Reports 365 365F 3650

www.jetreports.com • 503-608-3602

NEW: Jet Reports Suite of Solutions Fast, Flexible Reporting & BI inside Excel. 154,320+ users and counting.

Prophix Software

www.prophix.com • 905-279-8711 Prophix Leading developer of performance management solutions designed to automate financial and operational processes. High-end functionality with powerful, adaptable solutions built on the Microsoft SQL Server stack.

SalesPad www.salespad.net/innovates • 616-245-1221 SalesPad Custom reports, dashboards & BI. Web, mobile & more. Free Consultation.

Solver 365F 3650



Royalty



S ales Order Processing Enhancement



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





S ales Tax

Avalara, Inc.


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Thomson Reuters 3650 tmsnrt.rs/2rrxutj • 888-885-0206 Sales Tax Automation for Microsoft Dynamics Thomson Reuters ONESOURCETM Indirect Tax is tax management software that automates sales, use and value-added tax calculation, reporting, filing and remittance.


S ecurity

Arbela Technologies 3650 www.arbelatech.com • 949-291-4777 Arbela Audit & Security Manager Audit Security Manager addresses security management, audit compli-ance & reporting. Reduce your time to prepare for audits & manage security. Gain from our experience!

Elevate HR, Inc. 3650 elevate-hr.com/ • 973-917-3230 Elevate HR Active Directory Integration (Azure & On-Prem) for Dynamics 365 & AX Auto create, sync, disable AD accounts for Employees, Vendors, Customers .

Mergetool.com www.mergetool.com • 678-666-2100 NAV Easy Security from Mergetool.com Complete security solution for NAV. Quick Security, Permission Recorder, SOX compliant roles verified for Segregation of Duties. Field Level and Data Security-hide fields, actions and pages, limit data users can see.

SteadyCode www.steadycode.com/steadyaudit/ 720-443-3356 SteadyAudit For Microsoft Dynamics SL SteadyAudit provides auditing for Microsoft Dynamics SL 2015 and 2011.


Consultants www.winthropdc.com/products_GPPT.htm +61893329446 GP Power Tools The premier tool for Dynamics GP administrators. A must have collection of powerful utilities for administering, supporting & developing for GP.

S hipping/Manifesting


ChargeLogic 365F www.chargelogic.com • 877-292-2520 ChargeLogic Shipping Accurate rate quotes. Built in NAV. UPS, FedEx, USPS, DHL, & TNT.

S upply Chain Management






Halo BI www.halobi.com • 888-300-0219 Halo BI Analytics and BI platform for self-service supply chain planning and data discovery. Enterprise scaled, rapidly implemented, data secured. Analyze, decide and plan faster than ever before. See demo live on halobi.com

Lanham Associates® www.lanhamassoc.com • 678-379-4200 ext. 105 Supply Chain Solutions Seamlessly simple Shipping, Inventory Management, WMS, & EDI Compliance. Best of Breed built inside NAV. More than 110,000+ users worldwide.

Lanham Associates® www.lanhamassoc.com/ • 678-379-4200 Inbound Container Tracking Creates and tracks containers to update expected receipt dates and quantities of actual inbound inventory items based on ASNs or spreadsheets from the manufacturer.

Lanham Associates® www.lanhamassoc.com/ • 678-379-4200 Lanham Address Verification Cloud svc to verify US or APO/FPO ad-dresses. Updates affect all data in NAV.

Lanham Associates® www.lanhamassoc.com/ • 678-379-4200 POS Data Analytics Get critical EDI 852 information from the retailer’s POS data to understand a distributor’s inventory position in each store. Use with or without Lanham EDI or Lanham AFP.


TrueCommerce 365


S ystem Enhancement

Crowe Horwath LLP www.crowehorwath.com/crm/editable-grid/ 877-600-2253 EditAble CRM Grid for Microsoft Dynamics 365 Build advanced Dynamics 365 Sub-Grids with point-and-click configuration module and robust API.


South Anna, Inc. www.southannasoftware.com • 804-316-9660 AR Collections Automate your AR Collections securely and track all history. Track and report your collectors work. Scales from 1 collector to 1000's.



South Anna, Inc. www.southannasoftware.com • 804-316-9660 Expanded Master Information Easily add more user fields for Vendors, Customers, Employees, Inventory, & Projects.




S ystem and Network Management



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Tax

Avalara, Inc.


Kamp-Data, Inc. www.kampdata.com • 406-404-2036 DynamicZip Manage & report nationwide sales and use taxes from within GP.



Time and Attendance

Business Computers



www.data-basics.com • 800-599-0434 DATABASICS Time, Expense & Invoice Reporting – Employee Management Solutions Global, Mobile & Easy, Travel Expense, Timesheet & Leave Mgmt. processing. Streamline Projects, DCAA, Budget Tracking Reqs w/ a single solution.

Gorilla Expense


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


JOVACO Solutions Inc.

www.jovaco.com/en/product-overview/jovaco-suite/time-expense-management/ 888-988-3535 ext. 122 TEDI Time & Expense Web-based and mobile-friendly time and expense application integrated to Dynamics GP, with comment and attachment features, multi-currency support, multiple-approver capabilities and automated alerts and reminders.



Travel Expense Management


www.data-basics.com • 800-599-0434 DATABASICS Time, Expense & Invoice Reporting–Employee Management Solutions Global, Mobile & Easy, Travel Expense, Timesheet & Leave Mgmt. processing. Streamline Projects, DCAA, Budget Tracking Reqs w/ a single solution.

DynamicPoint 365 365F www.dynamicpoint.com/expense-reimbursement/ 844-396-7646 SharePoint Expense Reimbursement Solution Exclusively for Microsoft Dynamics Streamline employee expense reim-bursement with seamless integration to Dynamics. Out of the box integration with Budgeting, Credit Cards, Google Maps, Project Accounting, Analytical Accounting & More!

Gorilla Expense


ImageTag, Inc. www.kwiktag.com • 888-KWIK-TAG KwikExpense KwikExpense automates and accelerates expense reporting, receipt capture and the report approval process, while mak-ing credit card reconciliation a breeze!

W arranty and Claims Management

Red Maple 3650 www.redmaple.com • 972-980-6963 Red Maple's Warranty Management Red Maple Warranty Management allows companies to automatically track the purchase and sales of items from vendor to distributor to end user. Generated claims can be tracked and managed.

Workflow / Notifications




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




ImageTag, Inc. www.kwiktag.com • 888-KWIK-TAG KwikTag KwikApps KwikApps automate any document, any department and any process with ONE SYSTEM that integrates directly with your Dynamics ERP.



Red Maple 3650 www.redmaple.com • 972-980-6963 Red Maple's Advanced Workflow Adv Workflow enables workflows to launch automatically on defined criteria or events. Includes 50+ predefined Types (2012)/Templates (2009) to expedite rollouts. New records can be locked during approval process.

Red Maple 3650 www.redmaple.com • 972-980-6963 Red Maple's Advanced Workflow Email Client Adv. Workflow Email Client allows you to approve, reject or redirect workflows from mobile devices that use Microsoft Exchange Server without having to launch AX. Red Maple's Adv. Workflow is required.

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Application Service Provider/Hosting


MG Technology Group 365 365F 3650 www.mgtechgroup.com/about-us/partner-program/ • 866-350-9310 Dedicated Dynamics ERP Hosting Services - 99.999% SLA, SSAE16 14+ years experience, you own the customer relationship, 100% US support.

Njevity, Inc. www.njevitytogo.com • 720-870-9700 Your Customers, Your Brand, Our Cloud Expertise NjevityToGo, the most trusted Cloud Partner of the Dynamics Community, provides our Partners Exceptional Cloud Experiences. Also, check out our amazing new SaaS offering powered by Azure at www.PowerGPOnline.com.

WatServ 365F 3650

www.watserv.com • 866-531-2598 ext. 2311 Global leader of Hosted Managed Services for Dynamics ERP & CRM Offering Private, Hybrid, & Azure hosted managed services with 24-7-365 world class global support for customers of all sizes and complexities.

Azure Managed Cloud Services

1ClickFactory 1clickfactory.com/ • 971-533-3299

NEW: Azure Hosting Put your solution on the Microsoft Azure Cloud! With automated backups, disaster recovery and 24/7 managed services, your solution is rock solid. Need to upgrade to get to the cloud? No problem. We do that too!

WatServ 365F 3650


Business Planning

Amaxra, Inc. 365 365F www.amaxra.com/business-consulting-needs/optimize-business-processes 425-749-7471

NEW: Business Planning WorkshopMicrosoft Gold Partner. Part of your business slowing down or delivering lack-luster results? Schedule a Business Planning Workshop with Amaxra to ensure you are making the most of your CRM investment.

C RM/ERP Integration Services

Vertical Lift Business Solutions Inc 365 365F

www.verticalliftbsi.com • 416-848-0317 Vertical Lift Business Solutions Inc Get more value from your CRM & ERP Financial investments and avoid costly errors. We specialize in integrating these two critical systems. Call us for more info.

C loud Computing



Myappsanywhere

www.myappsanywhere.com • 888-636-HOST Premier Cloud Computing Provider Myappsanywhere delivers an integrated suite of cloud-based Microsoft Dynamics and ISV applications, including 99.999% uptime, customizations and secure storage in its privately owned, SSAE 16 data center facilities.

Njevity, Inc. www.njevitytogo.com • 720-870-9700 Your Customers, Your Brand, Our Cloud Expertise NjevityToGo, the most trusted Cloud Partner of the Dynamics Community, provides our Partners Exceptional Cloud Experiences. Also, check out our amazing new SaaS offering powered by Azure at www.PowerGPOnline.com.

WatServ 365F 3650


C ustom Development


Implementation Specialists www.iscorp.biz • 218-486-5095 Custom Development 20+ years experience, Dexterity, .NET, SQL, VB, MS Source Code Provider.

SalesPad www.salespad.net/innovates • 616-245-1221 SalesPad Automate, integrate & report. GP, mobile, web & more. Free consultation.

WilloWare, Inc. www.willoware.com • 888-339-4556 ext. 2 WilloWare Custom Development Fixed bid customization developed to the same high standards as our popular ISV products, including on-line help and detailed documentation.

Development Tools


Services

Dexterity Development

DexPros www.dexpros.com • 623-535-9216 Microsoft Dynamics GP Development Experienced Dexterity development of GP enhancements/integrations/upgrades.

Implementation Specialists www.iscorp.biz • 218-486-5095 Dynamics GP Customizations & Enhancements with Dexterity 20+ years, Dexterity customizations, enhancements, and new apps for GP.

HR & Payroll Implementation & Consulting


Integrity Data www.integrity-data.com • 217-732-3737 Comprehensive HR & Payroll Solutions for Microsoft Dynamics GP Creating great Dynamics® GP HR & Payroll experiences by offering expert consulting, customizations, implementa-tions and training - making your payroll system work exactly the way you want and need it to.

Implementation Services

Amaxra, Inc. 365 365F www.amaxra.com/technology/crm-services-seattle 425-749-7471

NEW: CRM/Dynamics 365 ImplementationMicrosoft Gold Partner. An out-of-the-box CRM won’t make your business success-ful. It’s the planning and configuration that makes the difference between little impact and achieving a significant return on investment.

Bond Consulting Services 365 365F 3650 www.BondConsultingServices.com 562-988-3451 ERP & CRM Solutions That Streamline Your Business Processes The go-to team of trusted advisors moving you forward with Microsoft Dynamics ERP and CRM solutions for SMB and Enterprise.

SER

VIC

ES




SERV

ICES

International Software Systems 365 365F

intlsoftwaresystems.com/ • 714-379-0545

NEW: Success Is in the DetailsDecades implementing ERP from Great Plains to Microsoft Dynamics GP.

Merit Solutions, Inc. 365 3650 www.rapid365erp.com • 630-614-7133

NEW: Rapid365 Rapid365 is a pre-configured and best practices deployment of Microsoft Dynamics 365. Forget traditional 12-month multi-million dollar proj-ects - Rapid365 enables companies to go live with less time, risk, and spend.

Pacific Business Consulting, Inc. 3650 www.pbc.co.jp/en/ • 81-3-5796-7053 Pacific Business Consulting Inc. The first Dynamics Solutions Center in Japan. Leveraging its 17 year-experience, PBC is known as No.1 partner in Japan and a supplier of Asian localizations for NAV. AX Japanese document solutions are available.

M anaged Services

Edgewater Fullscope 3650 www.fullscope.com Email: [email protected] Dynamics AX Customer Support and Optimization Services Fullscope’s dedicated CSO team pro-vides Dynamics AX customers with the day-to-day ongoing support they require, including advisory services, IT & operations support, optimization and training & enablement services.

Lanham Services www.lanhamservices.com • 678-999-3900 Managed EDI Services Did you know Lanham Services offers Managed EDI Services? Management of day-to-day EDI tasks & error resolution. A true turn-key EDI solution.

M anufacturing Implementation & Consulting

Manufacturing Resource

Partners www.mrpconsulting.com • 562-547-6156 Dynamics GP Manufacturing Consulting The Dynamics GP implementation team at Manufacturing Resource Partners is one of the most experienced available. Each of our consultants has 12 to 24 years of manufacturing and operations management experience.

Merit Solutions, Inc. 365 3650 www.rapid365erp.com • 630-614-7133

NEW: Rapid365 Rapid365 is a pre-configured and best practices deployment of Microsoft Dynamics 365. Forget traditional 12-month multi-million dollar proj-ects - Rapid365 enables companies to go live with less time, risk, and spend.

Marketing Planning & Services

Looking Glass Marketing

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

The Partner Marketing Group 365 365F 3650 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 fill your sales pipeline.

Tornado Marketing, Inc. 365 365F 3650 www.tornado-marketing.com • 608-520-0772 Marketing Consulting Boost your sales with high-impact marketing & persuasive messaging. Work with industry veteran Adrianne Machina on website, content, & strategy.

M ember Organizations

ERP Software Blog 365

www.groupbloggers.com • 888-800-0999 ERP Software Blog/CRM Software Blog Group blog sites for VAR/ISV partners to increase SEO, web traffic,leads

S ales Tax Management Service

Avalara, Inc.




SharePoint Development

DynamicPoint 365 365F

www.dynamicpoint.com • 844-396-7646 Exclusive Source for Microsoft Dynamics & SharePoint Integration Portals, Business Automation Solutions & Custom Products integrated with Microsoft Dynamics CRM & ERP solutions.

T raining



NEW: Success Is in the DetailsPersonalized on-site or remote training. In English, French & Spanish!

Optimum 365 365F 3650

www.optimum.co.uk • 877-406-6078 Microsoft Dynamics End-User Training Solutions Optimum design, develop & deliver bespoke Microsoft Dynamics end-user training programs for implementation & upgrade projects around the world.

U pgrades



Edgewater Fullscope 3650 www.fullscope.com Email: [email protected] Dynamics AX Upgrade Center of Excellence Leverage Fullscope's Upgrade CoE for your next Dynamics AX Upgrade.



NEW: Success Is in the Details100s of successful Microsoft Dynamics GP upgrades–It’s what we do best!

Lanham Services www.lanhamservices.com • 678-999-3900 Upgrades Did you know you can upgrade your Lanham functionality without upgrading your NAV version? You can!

Merit Solutions, Inc. 365 3650 www.meritsolutions.com/upgrade-me/ 630-614-7133

NEW: Upgrade365 Upgrade365 enables Microsoft Dynamics AX, GP, and NAV users to more quickly and cost-effectively migrate or upgrade to Microsoft Dynamics 365.

W eb Development

Clarity Ventures 365

www.clarity-ventures.com/ecommerce 800-928-8160 Clarity eCommerce Fully custom, scalable enterprise eCom-merce integrated with Dynamics for the best possible digital experience. Built in customized reporting, SEO, busi-ness intelligence and comprehensive administration features.

Writing/Documentation Services

The Partner Marketing Group 365 365F 3650 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.

Tired of wandering the expo floor trying to find the solutions you or your customers need?The List now includes Microsoft-focused events so you

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expo floor!

If you are looking for a specific solution, The List can

help you find it!

1. Bookmark www.thelistmobile.com on your

mobile device

2. Identify the Industry/Horizontal/Service

need you have (or better yet, use the keyword search)

3. Click on the Filter Options (+ button) to see the events

4. Click on the event icon to see which solutions are at

that event’s expo

888.KWIKTAGkwiktag.com

Learn more at kwiktag.com/partners or contact [email protected]

Why KwikTag?KwikTag is the one system that automates any business process and helps your customers: • Gain visibility into and control over their business processes • Eliminate bottlenecks and increase efficiency • Be calm, confident and prepared for financial and compliance audits

What’s in it for you? • Document management and process automation expertise • Increase your bottom line with a new revenue stream • Strengthen your position as a market leader

Help your clients get their (work) life back

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Partner with ImageTag• Team approach: we help you sell• Technology expertise: 9 patents• Customer retention: 94% renewal

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FALL 2017 | WWW.THEPARTNERCHANNEL.COM

ThePartnerChannel

“Culture is a little like dropping an Alka-Seltzer into a glass. You don’t see it, but somehow


agnus EnzensbergerFall2017

Company CultureThe Missing

X Factor

Creating and Maintaining

In TechnologyMarketing

TPC Interview

Cecilia FlombaumOCP’s BusinessApplications Lead

When it comes to PROCESS MANUFACTURING...


We offer process manufacturing solutions for clients who carry out batch manufacturing based on processes or formulas — allowing them to track ingredients, configure schedules and manage material requirements quickly and easily.

With our help, you can close deals that would otherwise be out of reach. And once the project starts, we’ll be there to support you with friendly, personalized support around the clock. If you have a sales opportunity in process manufacturing, let’s start working together and get that client on board.

• Integrates with Microsoft Dynamics GP, SL & NAV• Clients can streamline and scale their operations,

improve productivity and increase profits

• 30+ years in Process Manufacturing Industry• 100% developed and supported in the U.S.• Continually improved based on experience

and client feedback

(770) 421-2467www.vicinitymanufacturing.com

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