Dynamics NAV 2013, Dynamics AX EDI, Dynamics GP EDI, Dynamics NAV EDI, Dynamics ERP Integration, EDI Articles

Missed the 10 Best Practices webinar? Get the highlights in this infographic and watch the recorded webinar.

Glenn McPeak, Dynamics EDI subject matter expert here at Data Masons, presented 10 EDI Best Practices for integrating your supply chain with Dynamics at Summit 2015 as well as in a follow up webinar. If you weren't able to attend the live sessions nor the webinar, we hope you'll enjoy the infographic and watch the webinar recording




Click here to watch the webinar recording. Recording is 45 min of presentation, 25 min of Q&A.

You can download the SlideShare deck here.

To learn how Data Masons approaches these best practices with our EDI solution Vantage Point, download our Executive Brief, EDI Made Simple®: Vantage Point by Data Masons.

Enjoy the "EDI Made Simple -  Vantage Point EDI" Brief

Dynamics NAV 2013, NAV Directions 2014, Dynamics NAV EDI, Microsoft Dynamics Community, Dynamics ERP Integration

compass-smallCelebrating its 10th conference year, you can expect great things from the Directions 2014 conference, September 14 - 16 in sunny San Diego! The Directions agenda is available with sessions coming together to follow the event theme, "Discovering New Directions."

Get started with your Directions 2014 experience today:

1- Register by M31st to receive the early bird discount.

2- Sign up for event email alerts.

3- Start networking and follow @NAVDirections on Twitter.


And plan to see us in San Diego as we'll be bronze sponsors again this year!



Dynamics NAV 2013, Dynamics NAV EDI, Microsoft Dynamics Community, Dynamics ERP Integration

If you're in Nashville for Directions 2013, don't miss today's session, "Vendor EDI: Helping Your Customers Push Supply Chain Costs Downstream," presented by Data Masons.

In this session, Dynamics NAV partners will learn how their customers can gain the ability to push their own costs back down through the supply chain by transacting electronically with Suppliers, Carriers and Public Warehouses using Vantage Point EDI for Microsoft Dynamics NAV. Glenn McPeak of Data Masons will also discuss how customers have successfully implemented the company's cost-effective, integrated EDI solution for Microsoft Dynamics to manage vendor EDI.

Session starts today at 2:45pm!

Dynamics NAV 2013, Dynamics NAV EDI, Microsoft Dynamics Community, Dynamics ERP Integration


[September 25, 2013] – Data Masons Software, LLC., a leading provider of Integrated EDI and XML solutions for Microsoft Dynamics® customers, is proud to announce its Bronze sponsorship of Directions 2013, October 6-9, 2013 in Nashville, TN. Directions is the only channel-driven event focused solely on Microsoft Dynamics NAV and its partner community, providing the forum to build new connections, learn about best practices and discover valuable tools for execution and success.

“We’re fortunate to have Data Masons’ support for Directions 2013 and are excited to have them participate at an increased level of sponsorship this year. By sponsoring at a bronze level, attending NAV partners will have more opportunities to engage with Data Masons’ EDI experts and learn more about the innovative EDI solutions the company offers the NAV community. We look forward to having Data Masons onboard to enhance the overall quality of the program and educational track,” stated Scott Brennan, President, Directions Board of Directors. Read Complete Press Release

Dynamics NAV 2013, NAV Directions 2013, Dynamics NAV EDI, Dynamics ERP Integration

directions header

For Microsoft Partners that have used WPC Connect when attending the Worldwide Partner Conference, here comes a new online community only available to partners registered to attend Directions 2013.

If you have registered to attend the event, you will receive an invitation to join this community within the next week. Once you have your invitation, you can start:

  • Networking 24/7 with fellow Dynamics NAV attendees
  • Checking in anywhere, anytime and access what is happening at Directions 2013
  • Finding and interacting with people you know and don't know in similar roles
  • Personalizing your schedule - Go to the online schedule and schedule the sessions and tracks that you want to add and sync your schedule to your Outlook calendar
  • Setting up meetings with others to enhance your relationships

Watch your Inbox over the coming week for the invitation to join the Directions 2013 Community. Your invite will come from Directions2013@Pathable.com.

I'll be attending Directions 2013 as Data Masons will be there to talk EDI for Microsoft Dynamics NAV. I look forward to connecting with you onsite, but also hope to see you active in this new online community beforehand!


Dynamics NAV 2013, Dynamics AX EDI, Dynamics GP EDI, Dynamics NAV EDI, Microsoft Dynamics Community, Dynamics ERP Integration, Convergence 2013, Dynamics User Groups

iLoveNAV_graphic_webAnnounced last week, ILoveNAV, an alternative outlet for Microsoft Dynamics NAV product feedback, will now be managed and maintenaned by NAVUG. For the last two years, ArcherPoint, US-based Dynamics NAV consultancy and ILoveNAV founder, has been managing the site which aims to be a more open, social, and accessible option to Microsoft Connect by simplifying the process of submitting product enhancement ideas.

According to MSDynamicsWorld.com' s article, Greg Kaupp, managing partner at ArcherPoint, felt that with his firm directly associated with the site meant that ILoveNAV might not gain trust of everyone in the NAV community, despite the community's interest from the start. He wanted to find a way for his team to step back from its role in keeping ILoveNAV going. Kaupp stated, "While we remain very committed to I Love NAV we have wanted to deemphasize our role so that more partners, ISVs, and end users will actively participate in promoting the site. It was always our goal for this to be a community driven site and not an ArcherPoint site."

For the community, transitioning management of ILoveNAV to NAVUG seems like a natural move. Trish Boccuti, Marketing & Program Director at NAVUG says, "NAVUG is excited about the opportunity to take over ILoveNAV. ArcherPoint has done a great job making the site a destination for users to submit ideas and changes for NAV. Once NAVUG takes over, we hope to take it to the next level by getting more partners, for example, at Forum, the ILoveNAV booth will be the “help desk” for NAV users – staffed by NAVUG Members and Microsoft. We are really looking forward to bringing ILoveNAV into the NAVUG Community."

Looking forward to seeing ILoveNAV continue to grow.


Dynamics NAV 2013, NAV Directions, Dynamics NAV EDI, Microsoft Dynamics Community, Dynamics ERP Integration


I'm extremely excited to announce that I've joined the NAV Directions Board as the Marketing Chair. Planning is already well underway for the 2013 NAV Directions Partner Event, October 6th-9th and with the experience and enthusiasm that the new board brings, this year's event is on track to being one the best ones yet!


Jon Rivers of Data Masons Software Joins the NAV Directions Board of Directors

Data Masons Software, LLC., a leading provider of Integrated EDI and XML solutions for Microsoft Dynamics® customers, today announced that Jon Rivers, Partner Channel Manager at Data Masons, was recently appointed to the NAV Directions Board of Directors and will serve as the Marketing Chair. Data Masons Software is a Microsoft Dynamics ISV partner and an active participant in the Dynamics NAV partner community and the Dynamics NAV User Group (NAVUG).

“It is my privilege to join the NAV Directions Board and work with them on developing opportunities for the NAV partner community. Data Masons has a strong commitment to serving this community from both an educational and technology perspective, and so this position is a natural extension for me to continue that outreach,” stated Jon Rivers.

NAV Directions is the only partner-driven event for the Microsoft Dynamics NAV partner community. The annual event is designed to aid partners in building their professional network and in sharing best practices to help further their success.

"Microsoft generated tremendous momentum in the NAV community coming into 2013, and I'm excited to be leading the NAV Directions Board as we extend this momentum into our own community-building efforts. This year's Board members represent a breadth of companies within the NAV community.... Read Complete Press Release

Dynamics NAV 2013, NAV Directions, Dynamics NAV EDI, Dynamics ERP Integration

Being in Phoenix with over 600 attendees at NAV Directions 2012 is really a WOW experience. First, this is a volunteer-run event and second, I cannot believe the turnout and the growth over years past, attendees are from all over the US and beyond.

So attendance is great and yesterday's keynote speaker, Dennis Snow, knew exactly how to pull lots of laughts out of these attendees. Dennis was on deck for his passion for service excellence, which he honed over 20 years with the Walt Disney World Company. He is also the author of the book, Lessons from the Mouse: A Guide for Applying Disney World's Secrets of Success to Your Organization, Your Career, and Your Life. Check out Dennis Snow's website http://t.co/kmTD13a0 .

Dennis' presentation focused on the customer experience, all of which is directly related to how we as Microsoft NAV Partners can shape our customers' NAV experiences, especially when it comes to NAV 2013 upgrades and implementations.
Now back to all of the NAV 2013 learning sessions and networking with fellow NAV Partners in attendance. Be sure to follow #Directions2012 and #NAVDirections on Twitter to get some insight into whats happening in Phoenix.

Waldo's Blog on Microsoft Dynamics NAV also posted his first day experience and thoughts on hearing Dan Brown give his last presentation for the NAV community.

Dynamics NAV 2013, Dynamics NAV EDI, Dynamics ERP Integration

More and more we're hearing from the NAV community about what their EDI solution isn't delivering, such as comprehensive document integration and
no embedded ERP customizations.
Until now these shortcomings may have been acceptable, but as EDI requirements evolve, businesses expand and alternative technology options enter the market, NAV users are now looking to change their strategy when it comes to managing EDI integration and compliance.

Here’s What’s Trending:

  • Broader, Deeper Integrated Transaction Sets needed in the SMB Market
    As SMB’s increasingly take on the role of transaction hubs, they need broader document integrations so they can get new documents integrated quickly and easily to avoid jeopardizing trading partners relationships. Users also need more advanced logic, such as touching specific values in a sales order or handling advanced three-way matching.


  • No Embedded NAV ERP Customization
    With a ‘plug-and-play’ EDI solution, implementation is a set-up process as opposed to a software development project that can potentially put your ERP platform at risk and complicate future version upgrades and technology updates. Delivering tight integration without requiring NAV platform customizations allows NAV users to implement EDI quicker and more cost effectively than with a solution requiring customization.

  • Demise of Value Added Networks
    EDI data communication is a lot like email – would you pay to send an email? Right, then why pay for EDI transactions when you don’t need to; especially when trading partners support direct connects?


  • Cloud Based Solutions Integrated via Web Services
    Understanding NAV users may consider a move to the Cloud, whether in the near- or long-term, they are looking for an EDI solution that employs secure web services to integrate data. Ideally the same solution could support customers either on-premise of in the cloud, giving them the flexibility to move when business requires.


  • End to End Automation
    Pushing a button to integrate a transaction used to be great as it saved time over manual entry. But now users are asking, “Why do I have to push a button and who is going to do it at 2am?” They want automation of key EDI process that gives them the flexibility and security they’re looking for.


  • Emergence of Transaction Audit Frameworks
    Too many companies complain about the lack of tools available that can identify issues before they become problems. They wonder why they can’t find out that an invoice was not transmitted and/or received by a partner before that receivable is overdue. They would rather receive alerts letting them know when a document has failed.


  • Management by Exception
    Dynamics users don’t want to deal with every transaction, only the issues that need attention. Managing by exception lets the transactions without discrepancies continue without interruption and eliminates unnecessary manual touch points.


  • Guaranteed Support Turn-Around Times
    In the world of EDI where delays and errors in transacting data can result in an unnecessary and costly expense, organizations don’t have the flexibility of waiting for support responses.


  • Better Performance, Less Record Locking
    High-volume distributors know that performance can make or break an integrated EDI solution. Organizations can avoid the potential consequences of record-locking in extreme transaction volume scenarios with a solution that leverages Microsoft SQL multi-server load balancing.

Answering the Trends
Responding to these trends is an innovative technology model that Dynamics NAV users are rapidly adopting. Users are looking to an EDI solution that is based on leveraging the native integration framework of the ERP platform while providing all of the EDI transaction functionality outside the application¸ not inside like other EDI technologies. With this approach, companies can:

  • Implement a plug-and-play, truly integrated solution that doesn’t utilize 3rd party translator tools;
  • Leverage a fully-automated EDI solution with predictable ownership costs; and
  • Benefit from a non-embedded design and XML data storage within SQL that avoids ERP requirements and customizations, simplifying daily use and providing flexibility when managing ERP update/upgrade projects.

The Next Step with EDI
Learn more about this growing trend in Dynamics EDI and what your EDI solution should deliver.
Read how other companies have successfully implemented a new strategy to increase the impact EDI has on their business and how they have exceeded their expectations in simplifying EDI integration and compliance.

Dynamics NAV 2013, NAV Directions, Dynamics NAV EDI, Dynamics ERP Integration

[October 23, 2012] – Data Masons Software, LLC., a leading provider of Integrated EDI and Commerce solutions for Microsoft Dynamics®, is proud to announce its sponsorship of Directions 2012, October 27-30, 2012 in Phoenix, AZ. Directions is the only channel-driven event focused solely on Microsoft Dynamics NAV, providing a unique educational and networking opportunity for the NAV partner community.

"As we continue to extend our reach into the NAV user community, it’s important to support this event and keep the momentum going when it comes to educating NAV partners on industry-leading EDI solutions. A large part of our commitment to the community is helping partners understand the available technology options and how they can be leveraged to quickly enhance their clients’ daily business operations, while also providing the flexibility and scalability required to secure long-term success. We’re looking forward to the opportunity to continue our outreach and exchange expertise with...Read Complete Press Release

Dynamics NAV 2013, Dynamics NAV EDI, Dynamics ERP Integration, Dynamics User Groups

NAVUG Forum 2012 kicked off today with a great audience in attendance, drawing approximately 340 attendees, which is around 100 more than last year’s event. As a regular attendee, it’s great to see the growth from year to year! Lee Weiner, NAVUG Chairperson kicked off the keynote and was followed by keynote speaker and Microsoft Dynamics NAV MVP, William (Bill) Pearson III.

Speaking of growth, we learned during the session that NAVUG itself has over 1000 members. I can remember the first NAVUG Forum that I attended years ago, much smaller in scale, and to watch how the event has evolved is an amazing attribute of the NAV community. The level of dedication the NAVUG team demonstrates in harnessing the power of this community falls nothing short of 100%. With a growing network of regional chapters and an expanding social media channel, the NAVUG member community is sure to see its reach continue outward.

Dennis Bruce discussing Trends in Dynamics NAV EDI during the NAVUG Opening Session


During the opening session, Trish Boccuti, NAVUG Program Director, discussed the value of using social media channels and mentioned the use of Twitter hashtags to help connect the community. These social channels (LinkedIn, Facebook, Twitter, etc.) have been an integral part in knowledge sharing and networking within the community.

To get started with Twitter Hashtags for the NAV Community, read this Hashtag blog post.

Trish also noted that NAVUG is using m.foreversnap.com as its online photo collection site for NAVUG photos. I believe you need an iPhone or Android and then search for Forever Snap in the market.

Other information coming from the NAVUG Forum Opening Session:

  • Questions for the NAVUG Town hall question can be submitted to townhall@navug.com
  • Brett Johnson, Manager of TAP Program for NAV, shared:
    • Dynamics NAV 2013 Hit General Availability Oct. 1s
    • New features document online
    • 250+ customers in Beta
    • 13 customers live in TAP
    • 4 CfMD solutions before RTM release

Last up with Data Masons’ very own Dennis Bruce who shared insights into the latest Trends in Dynamics NAV EDI, including: Broader, Deeper Integrated Transaction Sets needed in the SMB market; SMB’s are Becoming the Transaction Hubs; No Embedded ERP Customization; Demise of Value Added Networks; Cloud Based Solutions Integrated via Web Services; End to End Automation; Emergence of Transaction Audit Frameworks and EDI Management by Exception. Read more about the Trends in Dynamics NAV EDI or catch up with Dennis and other members of the Data Masons team this week at:

  • EXPO Booth #233
  • Session: EDI Trends - The Outlook on What EDI Should Deliver
    Tuesday @ 2:45pm: Sherman Room, 7th Floor
    Wednesday @ 9:30 am: Sherman Room, 7th Floor
  • EDI Shootout
    Wednesday @ 8:00 am Tolmie Room, 6th Floor

Stay in tune with what’s coming from NAVUG Forum and follow #NAVforum on Twitter!

More to come from NAVUG Forum!

Dynamics NAV 2013, Dynamics NAV EDI, Dynamics ERP Integration, Dynamics User Groups

October is off to a great start with the launch of Microsoft Dynamics NAV 2013. This has been a highly-anticipated month with the upcoming User Group events in Seattle and I hope this technology release gives a surge of energy to the momentum and excitement building up in the community.

As for the NAV 2013 launch, Paul White, Senior Director – ERP Product Management at Microsoft, announced the availability yesterday on the Microsoft Dynamics ERP "The Edge" Blog and the Microsoft Dynamics NAV Team Blog:

"I’m pleased to announce that Microsoft Dynamics NAV 2013 is now available!

With deep investments in new capabilities and improvements across all areas of the product, this is the most significant release yet in the history of Microsoft Dynamics NAV. The feedback from our early adopter customers and partners has been really positive, and we couldn’t be more excited about getting this product out into the market and putting it to work in your businesses.

With this release, we’ve focused on building what we’ve come to call “a business solution from Microsoft.” By this we mean a solution that combines comprehensive ERP capabilities for small and midsize businesses together with a simple, intuitive user experience, insightful business intelligence and reporting tools and deep ties into Microsoft’s portfolio of products. The result is an ERP solution that is easy to use, works seamlessly with your existing productivity tools, and is quick and cost-effective to implement.

We’ve seen some great outcomes from customers already up and running with the new product. For example, Flemming Warrer Jensen, Managing Director of Dixie, a fashion accessory company in Denmark, reports that “With Microsoft Dynamics NAV 2013 all in all, our inventory management has become 20% more effective. Microsoft Dynamics NAV 2013 has been optimal in helping us to streamline processes – and using the time gained on customers.”

We’ve also done a lot of work with Microsoft Dynamics NAV to give you the power of choice. Choice about which client, device or browser your people use to connect with the system – and choice about where and how you deploy it – whether that is on-premises or in the cloud...” Read Complete Post on Microsoft Dynamics ERP "The Edge" Blog

Data Masons’ Vantage Point EDI solution for Microsoft Dynamics NAV provides an easy-to-implement, out-of-the-box EDI integration and compliance solution. Unlike other technology options that require extensive customizations to the NAV ERP to make EDI work, Data Masons’ solution eliminates customization requirements and delivers a hassle-free, cost-effective solution that scales to support your company’s vision and technology investments.

If you’re heading to NAVUG Forum 2012 in Seattle, stop by the Data Masons’ expo booth (#233) to learn more about our unique approach to EDI integration with Dynamics NAV.