Dynamics ERP Integration, Dynamics 365, dynamics 365 for operations, Certified for Microsoft Dynamics, Certified EDI for AppSource

It’s the beginning of a new year and you may have either just gone live with your new Dynamics 365 environment or are well into your implementation. This implementation is just part of a corporate-wide initiative to improve operational efficiencies, maximize employee productivity and increase customer satisfaction. However, now it’s time to address your customer’s EDI mandates and requests, but you have no idea where to begin.

Selecting the right EDI solution can be a daunting task, especially when EDI is not a core competency within your company. Nothing can impact a new EDI project more aggressively than choosing a solution based on assumptions or “facts” not thoroughly researched, only to find out later that the solution you selected cannot support all your company’s needs and/or Trading Partner’s requirements. It’s an all too common occurrence, but by understanding some basic principles you can eliminate unexpected surprises, reduce risk, and maximize the overall performance of your new EDI solution.   

Here are a few items you should consider when selecting EDI software for Microsoft Dynamics 365 for full automation and integration:                                  

  1. Choose a provider that specializes in EDI for Microsoft Dynamics
  2. Choose a comprehensive EDI integration platform that is Microsoft Dynamics 365 Certified
  3. Consider future scalability and performance needs for potential new EDI Trading Partners
  4. Evaluate and understand automation needs to eliminate manual processes
  5. Consider the importance of having complete visibility into historical document lifecycles
  6. Consider future Dynamics 365 version upgrades and what impact that will have with EDI
  7. Understand the ongoing costs needed to customize a tool(s) to meet ongoing compliance requirements
  8. Understand the ongoing Total Cost of Ownership (TCO) when factoring in transactional fees

If you’re interested in learning more about EDI best practices and more detailed information to consider when selecting EDI software for Microsoft Dynamics 365, download this paper, “Dynamics 365 - A Radical Change for AX: Critical Information for Companies Upgrading Dynamics AX to Dynamics 365 for Operations”.

Download the

Dynamics GP EDI, Dynamics GP EDI Customers, Certified for Microsoft Dynamics, Dynamics GP

Vantage Point EDI Provides robust integration and outsourcing options for Microsoft Dynamics GP 2018 to support customers’ business and technology requirements.

With Data Masons’ Vantage Point EDI which is Certified for Microsoft Dynamics GP, users achieve full automation of their key EDI processes, while avoiding unnecessary ERP customizations and per document transaction fees to accommodate EDI. The solution provides out-of-the-box integration for over sixty document types and support for EDI, XML and multiple other electronic data formats.

“We want our customers focused on making their business more efficient and increasing profits from their supply chains, not on how they will support EDI requirements as new technologies are released. Our integration commitment to work seamlessly with the latest version of Dynamics GP, coupled with our solution’s Certification for Microsoft Dynamics GP, ensures that our customers’ business and technology requirements are continually met,” stated Dennis Bruce, Director of Business Development, Data Masons Software. Read the entire EDI for Dynamics GP 2018 press release here.

To learn more about Microsoft Dynamics GP 2018, read the Dynamic Communities’ GPUG post, written by Microsoft, to find out what’s new with GP 2018 and numerous blog posts about the product release.

Data Masons, in partnership with MSDynamicsWorld.com, hosted a webinar, “EDI Made Simple for Dynamics GP." Watch the on-demand webinar to learn more about how Data Masons' innovative EDI integration strategy helps Microsoft Dynamics GP clients avoid EDI transaction costs, lower their overall cost of ownership for EDI and achieve integration without ERP customization. See the Dietzgen EDI for Dynamics GP Customer Testimonial video or read EDI for Microsoft Dynamics GP customer success stories.

Dynamics NAV EDI, Certified for Microsoft Dynamics, Dynamics NAV, Microsoft Dynamics NAV 2018

Microsoft NAV 2018 is here!  Many firms will be excited about the tighter integration to Office365, Power BI, Microsoft Flow, Dynamics 365 for Sales, and many others.

Another important feature Microsoft is emphasizing to customers is lower implementation costs. Moving from one platform to another is always challenging, and lowering the barriers to make this change is critical in order for customers to migrate new platform versions. This is especially important for customers who want their employees to leverage office productivity tools within their ERP processes.

For example, an easy productivity gain that comes to mind is to automatically save customer emails on the account record, and store documents on a Sharepoint site or library for employees to collaborate on solutions for that customer. Doing this without the extra steps we all take today, should make an appealing future for Microsoft Dynamics ERP users. 

To get started, many firms have to plan and execute an ERP migration.  During the planning stage the firm needs to assess the risks of disrupting order to cash, procure to pay, warehousing and logistics, and others external business processes with trading partners. This risk includes the assessment of effort to reestablish electronic interfaces with trading partners that may include re-writing a lot of code inside the ERP. This effort alone can discourage firms from migrating given historical experiences, or just sheer volume.

To reduce effort and risk with trading partner relationships, the company should consider segmenting the project in 2 steps.

  1. Establish trading partner relationships on the current NAV platform without ERP software customization.  This will give the firm assurance that trading partner interfaces can run on the current ERP. Concurrently, the interfaces could be improved to increase transaction transparency, identify problems faster, reduce time to troubleshoot problems, and engage the line of business for day to day process support.
  2. Connect to NAV 2018 or future Dynamics ERP with confidence. You can set up NAV 2018 with adequate time to optimize your business processes with the new capabilities offered the in the new release, and run pilot adoption programs to get the whole team on board. Once these are ready, you can switch to the new NAV 2018, or a future Dynamics ERP, knowing that trading partner relationships will work, or problems could be more easily isolated for troubleshooting purposes.

Segmentation of tasks is a common approach to managing complex projects. Finding solutions to achieve this split will benefit companies that want to steadily extract more value out the Microsoft investments they have made. 

Learn more about evaluating an EDI solution that simplifies Microsoft Dynamics ERP migrations. Let us know what you think by commenting below, or reach out to us to learn more. Read our Dynamics NAV 2018 press release here and learn more about EDI Made Simple® for Dynamics NAV in this on-demand webinar.

Highlighted Customers, Manufacturing, Dynamics AX 2012, Dynamics ERP Integration, Dynamics AX EDI Customers, Supply Chain EDI

Algood Food, Dynamics AX customer, shares the business advantages of working with Data Masons.

Louisville, KY based, Algood Food understands the importance of a good EDI partnership. Manufacturing peanut butter, jams and preserves since 1995, this family-owned business first implemented web EDI in the 2000s. Kelly Kane, MIS Manager says that was a big deal back then, but it also came with some challenges.

Kelly shares, "Data Masons has really helped me bridge that [technology] gap and...help[s] us get data in an efficient manner. I can just pick up the phone and I am talking to Nick or Steve or one of the guys on the support team and they are helping me through the issues, right then and there!"

In this short video Kane shares that they have seen a great return on their Data Masons investment and that they look "forward to our continued work together as a team".

Dynamics AX EDI, Dynamics GP EDI, Dynamics NAV EDI, Dynamics ERP Integration, Dynamics 365, edI for dynamics 365

webinar.jpgIf you missed Summit 2017, or our EDI for Dynamics presentations while you were there, you're in luck. We will be presenting the same content next month (November) in webinar format.  Led by our Dynamics EDI experts Glenn McPeak and Brian Lynch, these presentations share EDI integration best practices with Microsoft Dynamics ERP end users.

11/14 @11am ET: EDI Made Simple® for Dynamics GP – Integration Without Customization

Dynamics GP customers have options when it comes to EDI or XML integration solutions, but without the right preparation and expertise, the effort can be expensive and complicated. Knowing the right questions to ask and best practices of successful implementations can help you decide on the right integration path for your company. Join us for this critical information and leave being able to turn EDI and eCommerce into a strategic advantage at your organization. Presented by Brian Lynch. REGISTER FOR WEBINAR

 

11/15 @11am ET: Top 10 EDI Facts You Wish You Knew for Dynamics 365, AX 2012 and Prior

Learn what makes Dynamics 365/AX a great platform for integrating your business activities with customers, suppliers, 3PL's, carriers, and more. This discussion will cover the top 10 facts which are helpful to know in advance of an EDI implementation, the benefits of electronic integration, and the challenges of doing it the wrong way. Presented by Glenn McPeak. REGISTER FOR WEBINAR

 

11/16 @11am ET: EDI Made Simple® for Dynamics NAV – Integration Without Customization

Dynamics NAV customers have options when it comes to EDI or XML integration solutions, but without the right preparation and expertise, the effort can be expensive and complicated. Knowing the right questions to ask and best practices of successful implementations can help you decide on the right integration path for your company. Join us for this critical information and leave being able to turn EDI and eCommerce into a strategic advantage at your organization. Presented by Glenn McPeak. REGISTER FOR WEBINAR
 

Dynamics NAV EDI, Microsoft Dynamics Community, Dynamics NAV, directions EMEA

Meet the Newest Data Masons' Team Member at Directions EMEA in Madrid Oct 4-6, 2017

Dear member,

Many thanks for visiting this page. Here and in other posts you will find useful information about the automation of business to business transactions for our European friends and partners.

Whether the transactions are done with EDI, EDIFACT, XML, other industry specific protocols or custom formats, we offer deep experience and know how to help firms reliably make high volume transactions with suppliers, partners, and other business entities without customizations to their Dynamics ERP platform.

We have many years of success helping firms grow their businesses, and increasingly we are helping firms migrate faster to Dynamics 365 while simplifying their eCommerce strategy.

Data Masons is now open for business in EMEA. We will initially set up operations to help Microsoft partners plan, build, and drive robust B2B interfaces for their clients. This will allow us to grow our presence in Europe and help firms with local expertise.

Our participation in Directions EMEA will be to inform partners and consultants across EMEA about our unique and compelling approach to B2B and B2C business integration, and provide recommendations on how to help their clients.

You can also be assured that we are here for the long run. I’ve taken the role as General Manager EMEA after successfully building other businesses in EMEA including Microsoft online services such as Exchange, SharePoint, and Skype for Business that are part of Office 365 today.

I’m looking forward to reconnecting with former Microsoft colleagues and meeting new ones across France, Germany, United Kingdom, Western Europe, CEE, and MEA. 

I invite you to reach out to me during the event for an informal talk over your B2B initiatives, or just learn more about Data Masons. 

I’m looking forward to it.  Have a great event!

Sincerely,

Larry D. Velez
General Manager EMEA

Read the Full Press Release Here

Highlighted Customers, Dynamics AX EDI, Dynamics AX EDI Customers, VP 2012

EDI is New, So Where Do I Start:

Founded in Madison, Wisconsin in 1979 as Victor Allen’s® Coffee, Trilliant's growth had been fueled both organically and through acquisitions over the years. A well known, regional player, Trilliant wanted to make an even bigger name for themselves. They built a new state-of-the-art facility which required state-of-the-art EDI software to help facilitate and sustain their growth. But the new customer operations manager, Jolene Werth, was new to EDI.

Werth reached out to Data Masons and received the support she needed, including a few days of intensive face-to-face training, to prepare for a successful EDI deployment.

It Was Meant to Be

With a successful deployment under her belt, Werth now reflects, “I’m considered the EDI specialist here and that’s not my primary job. I’m a Customer Service Manager who needs to remain focused on creating happy customers. Vantage Point has helped with that.”

Since Vantage Point was deployed, Trilliant, a Microsoft Dynamics AX customer, went from one EDI customer to thirty and has done so without adding any additional customer service headcount, a true testament to the power of Data Masons’ EDI. Clearly, this partnership was meant to bean.

Read more about Trilliant’s journey down an unfamiliar path to growth with Data Masons' Vantage Point EDI.

Read the Trilliant Case Study

Resellers, Partner Resources

Beginning as reseller and ending up as an ISV has given us an opportunity to do things a bit differently... 

I've been working in the Dynamics Channel since 1999 when I went to work for Damgaard US. For the last 18 years, the word Partnering was thrown around… a lot. You learn pretty quickly that "Partnering" means many things to many people, depending on which side of the transaction you were on.

When I joined Data Masons in 2008, both Glenn & David had a few items which were important to them as we looked to grow the business. As a former AX Reseller himself, Glenn knew through experience what it was like to work with ISVs, and what resellers did and didn’t need. So, one of the top items they wanted was for Data Masons to be viewed as an ISV resellers wanted to "Partner" with. That seemed easy enough, I had been working with these Partners for years.

Luckily for me, the one thing which did not change was the commitment to do the right thing. Dynamics Resellers work with all sorts of ISVs, and trying to be just another one of the masses was NOT what we wanted. Instead of approaching the reseller channel as an EDI ISV, we instead acted as an EDI resource. They needed assistance and we provided it. If they wanted to just have a discussion, fill out an RFP/RFI, talk through different scenarios, we obliged. Anything that we could do to assist "THEIR" efforts when it came to selling Dynamics is what we provided.

ERP deals do not coast across the finish line by themselves. It's a lot of work and the last thing a sales rep wants is another ISV calling asking if the ERP deal is done and is their paperwork included. I'm pretty sure they have other internal people and maybe even Microsoft asking the same questions. If there are 5 other ISV's in the deal, well, you can imagine where this is going…

Nope, we looked and acted differently. We pride ourselves in adding value to a resellers sales cycle, not just adding to the stress of it.  It's been almost 10 years now and although Data Masons has grown tremendously, each of us on the Sales Team still approaches "Partnering" the same way that Glenn & David had envisioned.

 

I hope you’ll join us for our partner-only webinar September 27,2017 at 1:00pm ET, or meet with us at Summit 2017 in Nashville.

 

Register for the Partner-Only Webinar on Sept 27 @1pm ET

 

Dynamics 365, edI for dynamics 365, dynamics 365 for operations, Certified for Microsoft Dynamics, CfMD, Certified EDI for AppSource

EDI and eCommerce Platform Has Met Microsoft’s Highest Standard for Partner-Developed Software Solutions AppSource:

Data Masons Software, LLC., the leading provider of integrated EDI and XML solutions for Microsoft Dynamics customers announced today that Vantage Point EDI, the first EDI and eCommerce platform listed on AppSource, is now also Certified for Microsoft Dynamics 365 for Operations. Certified for Dynamics 365 indicates the solution has met Microsoft Corp.’s highest standard for partner-developed software. By successfully meeting all certification requirements, Vantage Point EDI now carries the distinct Certified for Microsoft Dynamics logo.

The Vantage Point EDI and eCommerce platform delivers an all-in-one solution to EDI for Microsoft Dynamics 365 for Operations without customizations. The platform is available for immediate deployment in one of three possible environments, 1) in the Data Masons’ public cloud, 2) private cloud and 3) on-premise. The flexibility to deploy their EDI in a manner that best suits an organization’s business needs is a great benefit. Coupled with Data Masons’ huge library of existing connections and compliance maps, Data Masons can help Microsoft Dynamics customers quickly turn EDI into a competitive advantage through reduced overhead costs and rapid partner onboarding. 

“The certification of Vantage Point EDI highlights our continued commitment to the Microsoft Dynamics platform which we believe to be the premier cloud ERP solution available. Vantage Point EDI enables Dynamics 365 for Operations’ customers to meet the significant challenges of integrating their entire supply chain activities into Dynamics 365 without invasive ERP customizations,” states Glenn McPeak, Principal. 

Solutions that are Certified for Microsoft Dynamics are those that have demonstrated the highest level of development quality and compliance to best practices with Dynamics 365 for Operations. Additionally, customer evidence of successful implementations of the solution is also required and indicates the certified solution works well in real world environments. These solutions can be found on Microsoft’s AppSource, an online marketplace by Microsoft Corporation for enterprises to find and use SaaS solutions from trusted solution providers those that are Gold Certified with a validated solution.

About Microsoft Dynamics
Microsoft Dynamics is a line of financial, customer-relationship and supply-chain management solutions that helps businesses work more effectively. Delivered through a network of channel partners providing specialized services, these integrated, adaptable business management solutions work with familiar Microsoft software to streamline processes across an entire business.

About Data Masons
Data Masons specializes in EDI Made Simple® for Microsoft Dynamics and Macola customers by offering advanced, turnkey EDI & XML solutions. Certified for Microsoft Dynamics, Vantage Point EDI provides an end-to-end EDI processing platform with seamless integration and predictable ownership costs for cloud or on-premise environments - all without expensive and disruptive ERP platform customization. Data Masons' compliance services, product flexibility, extensive EDI and ERP integration knowledge, and partner-driven experience have made Vantage Point EDI the winning choice for high-performance business document integration at more than 1,500 customers.

Highlighted Customers, Manufacturing, Exact Software Integration, Exact Software EDI Customers, Supply Chain EDI

Macola Customer, Tolco, Fuels Growth With EDI:

Tolco Corporation, a Macola customer and family-owned molded plastics business has prided themselves on serving small companies for more than 50 years. With growth on their mind, they knew they had to foster new relationships with larger trading partners but they’d have to bring on a Macola EDI integration expert in order to do that — a scary undertaking considering they knew nothing about EDI.

They enlisted the help of Data Masons’ and their EDI solution, Vantage Point, who guided the once gun-shy Tolco, through the process with relative ease. In the four years since, Tolco has experienced so much growth from new business with large trading partners that they are building a new, expanded warehouse space.

James Reising, Tolco’s Data Information Manager, shares “The experience has been great. It’s been well worth the effort that we put into it. It has paid us back many, many times over.”

Watch this video for the full story.