CAL Connect2016

Connect with CAL, GP, and Each other…
CAL Business Solutions 2016
Microsoft Dynamics GP User Event

Thursday, May 19, 2016, 8:00 am-4:30 pm
Doubletree Hilton, Bristol, CT

Nearly 200 people gathered in Bristol, CT on May 18th for CAL Connect2016, New England’s largest Microsoft Dynamics GP event. Highlights included an excellent keynote address, many Dynamics GP sessions, an ISV expo, and peer-to-peer networking for Dynamics GP users. This was one of our largest events ever and got rave reviews.

We look forward to seeing you at our next CAL Connect event at the same location – June 20-21, 2018. Sign up for event updates

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Download Session Materials in PDF form.

General Session – 9:15-10:45 am

Keynote Session:  Microsoft Dynamics GP Product Roadmap and Strategy  
What is contained in the newest release of Microsoft Dynamics GP 2016? Where is the Microsoft Dynamics GP product headed? What is coming in the next two releases? What are some of the solutions you should be taking advantage of today? Come to this session to learn the answers to these questions and more. Get prepared to be amazed by the future of Microsoft Dynamics GP! Presented by Pam Misialek, Microsoft

Breakout Sessions 1 – 11:00-12:00

Stop the Madness: How to Balance to the GL  
Learn about common mistakes and the best way to prevent them. We will cover the best reports to print each month and how to use SmartList, Navigation Lists and Inquiries to troubleshoot issues. We will also cover settings that can prevent issues in the future. Presented by Stacey Poll, CAL

Comparison of Dynamics GP Reporting Tools  
Every release of GP brings new options for reporting and easier access to ERP data, but how do you know which tools are right for your business? Which are easiest to deploy and manage? In this session we’ll compare the strengths and weaknesses of options such as SmartLists/Smarlist Designer, Excel Reports, Crystal, Management Reporter and SSRS. This session will guide you through some of the reporting options available in GP. Presented by Dan Saffo, CAL

SalesPad GP: The Elegant Solution for Distribution & Services Companies  
Find out how distribution and service industries can benefit from SalesPad GP, the all-in-one order entry tool that seamlessly integrates with Dynamics GP. Track inventory, manage sales, cut order entry time, generate quotes faster and increase production — all without extra staff. Adding SalesPad’s flexible reporting and responsive access to the information your customers need can truly simplify your operations. Presented by SalesPad

Overview of HR, Payroll and ACA Compliance in Dynamics GP  
The first ACA deadline has passed. Did you excel at or barely survive the process? In this session we will review and clarify ACA requirements. We’ll discuss what features are built into Dynamics GP as well as additional options for fully integrated products that complete the ACA compliance requirements. Plus, we’ll give an overview of the value of using HR and Payroll, which is now included in all Dynamics GP systems. Presented by Terry Heley, Microsoft & Brenda Willey, CAL

Microsoft Roundtable  
For future and current Dynamics GP users, come to this informal discussion/Q&A to follow up on the keynote and learn more about the direction of Microsoft Dynamics GP. Presented by George Mackiewicz, CAL & Pam Misialek, Microsoft

Breakout Sessions 2 – 1:00-2:00

Deploying and Maintaining Dynamics GP Workflow  
Let Dynamics GP workflow do your work for you. Learn how you can move documents in Dynamics GP through their entire lifecycle, including submissions and approvals. Plus, find out how you can keep an eye on your documents using SmartList Designer in Dynamics GP. You will get to see a real workflow in action plus various purchase order or requisition related Smartlists that complement the workflow process. Presented by Jerry Jasch & Edward Faynor, CAL

Mastering Management Reporter  
This session will help MR users learn some of the lesser known features of this powerful reporting tool, including changing defaults, using the web viewer, managing settings and more. You will also learn different ways of designing financials to make them easier to read and use, such as column widths, removing blank lines and special formatting in row dimension. Presented by Stephanie Olbrych, CAL

Best Tools for Distribution Companies in 2016  
Learn which tools our distribution industry experts feel are the best to manage the unique needs of your distribution business including management, reporting and more. Some are already built into Dynamics GP, and others are add on products we feel you should know about. Come to this session to compare your options, learn best practices and share with others in your industry. Presented by John Dileo and Katelyn Wood, CAL

50 Fantastic Tips for HR and Payroll  
Presented by a Microsoft expert on the front lines, this session will provide user tips in the daily processing of Human Resources and Payroll information in Microsoft Dynamics GP. We’ll review unique features of the product, share valuable tips and provide insight on how the modules integrate with one another. Presented by Terry Heley, Microsoft

GP Admin Best Practices: Security, Maintenance & Disaster Recovery  
Did you know that your Dynamics GP system doesn’t just maintain itself? Join us as we review important planning that administrators may forget! We will Include: security for SSRS, eConnect and Web Services, SQL Server services and database security, IIS, MR Services and “GPShare” maintenance, as well as disaster recovery planning such as backup strategies, virtualization and monitoring. Plus, if you are considering a move to the cloud, find out what is covered for you and what is not. Presented by Randy Reiss & Rob Amoroso, CAL

Breakout Sessions 3 – 2:15-3:00

Building Your Business Case for AP Automation for Dynamics GP with AvidXchange  
As a finance professional, you’ve probably heard a lot about AP Automation. You’ve seen the news articles, perhaps you’ve done some of your own research or maybe you know of a competitor or colleague in the industry who has already automated. What happens when you decide automation is the best thing for your AP department? It’s usually not as simple as flipping a switch. Before you can even think about implementing an AP automation solution, there is usually one person who has to sign off on it: your CFO. No matter how much of a no-brainer AP automation is for you, its myriad benefits are all for naught if you are unable to communicate them upstream where the final decision will be made. Join us to learn how to build the ultimate business case for your company. All attendees will receive a copy of our Guide to Selling Automation to your CFO. Presented by AvidXchange

Copy/Paste/Import from Excel to Dynamics GP  
See how companies today, across many industries, are using the Integrator to transfer transactions from Microsoft Excel to Dynamics with a simple copy-paste-import with on-screen, color-coded, data validation. You will see examples for single journal entries, multiple journal entries for speeding up month-end processing, accounts payable vouchers for employee expense reimbursements, accounts receivable invoices for invoicing systems that are not connected to Dynamics GP and payroll hours for those payroll time clocks or spreadsheets you can’t get into Dynamics GP. You will also see how companies are using the Integrator for multiple companies with Dynamics intercompany processing and Binary Stream’s MEM, by simplifying those transactions with Excel. Don’t forget companies using Analytical Accounting, can now use the Integrator also, with full support for AA. NEW modules showcased for the Integrator will include Master Records, GL posting accounts, AP vendors, and AR customers as well as NEW modules available for Multi-currency imports for GL, AP, and AR. Presented by Infinia Integrator

Create a Seamless Customer Experience with Integrated EDI & Powerful Sell Through Data  
Consumer shopping habits are changing the retail industry. The top priorities in retailing are creating engaged digital relationships and streamlining the path to purchase, wherever the shopper would like to buy. Join SPS to learn how to capitalize on this shift by providing your trading partners more robust item information, seamlessly integrating your EDI with Dynamics GP or SalesPad and using sell-through & inventory data from retailers to drive sales & accurate planning. Presented by SPS Commerce

Fuss-free Affordable Care Act Compliance for Everyone  
Join us to learn how to address ACA compliance efficiently and accurately with our simple-to-use 360° reporting and tracking engine – regardless of where your employee records sit: in Dynamics GP, in a standalone payroll system or outsourced. See how we manage the basics for yearly regulatory reporting. See how you can auto-populate, print and email IRS Form 1095-C regardless of the measurement method, and generate, print and e-file IRS Form 1094-C even for commonly controlled and affiliated companies. Learn how our suite of BI tools delivers extras for deep internal monthly reporting to automatically track employee eligibility and test affordability of coverage offered. Plus learn about single day deployment and automatic updates as IRS guidelines change. Presented by Integrity Data

Making Microsoft Dynamics GP Work Simpler & Easier®  
Would you like to get the most out of your Microsoft Dynamics GP? Do you have deadbeats hogging your GP licenses? Do you want to reduce your transaction lookup speed in Dynamics GP from 17 seconds to 2 seconds? Do you want to track data changes in GP, including at the SQL level? Are your pricing updates ugly? Do you want access to any report, anytime, anywhere, on any device? Join us to learn about these aspects of working with Dynamics GP. Presented by Rockton

General Session – 3:15-4:00 pm

Microsoft Dynamics GP Top Features  
Whether you’re new to the solution or an experienced user, this is the session that gives you the most value for the time invested. This session will review tips on how to use Microsoft Dynamics GP, including existing functionality as well as what’s new in the Microsoft Dynamics GP latest releases. This fast-paced format will not only keep your interest but, more importantly, it will give you tips on getting more out of your solution. Presented by Pam Misialek, Microsoft

Comments from past attendees of CAL Connect Customer Event:

“CAL Business Solutions has been a great partner for a long time.  The CAL Connect event is high energy and a great chance to collaborate. For me I get the chance to learn from customers and see how they use Dynamics GP which is so valuable” – Pam Misialek, Microsoft

“I would recommend CAL to anyone that is looking for an honest, trustworthy, take care of the customer partner!”Terry Heley, Microsoft

“This is the best event I have been to in 2 years, I’m being honest. The CAL team is so helpful. I had great conversations, really fun conversations with clients. There is a high quality of customers at the event” – Mike Johnson,  AvidXchange

“Love coming to CAL Connect, very informative”

“This forum is so valuable to be able to see functionality & how it may resolve our business issues is fabulous”

“Seeing all the options in one spot confirmed that everyone at CAL led us in the right direction to selecting our tools”

“Every time I come I learn something new to bring back to the office”

“Most valuable to me was ISV’s, wonderful to have them all together for easy access”

“It is always great to meet the CAL staff in person because we talk on the phone so frequently with them”

“Most valuable to me was meeting the vendors and learning about new products that may benefit my business”

“Loved it! The last event we were not live yet, sessions meant so much more now!”

“Overall a great session! Lots of valuable information”

“I am learning more here than when attending traditional CPE courses!”

CAL Business SolutionsMicrosoft SurfaceSharon Gostin, Edible Arrangements
Gift CardCarrie Allen, Cutting Edge Pizza
SalesPadAmazon Gift CardOlga Pivazyan, Choate
Infinia / SikichAmazon Gift CardVictoria Companik, Thor Specialties
Rockton SoftwareMovie Night Themed GiftMarques Anderson, Numotion
Movie Night Themed GiftKayleen, Caruso, McIntyre Group
AvidxChangeVisa Gift CardLinda Navarro, Perma-Type Co.
Integrity DataAmazon Gift CardTamara Deer, VNA Community Healthcare
SPS CommerceMini Smartphone ProjectorCindy Young, Ivy Acres, Inc.
k-eCommerceAmazon Gift CardAnn Marie David, Numotion
GreenshadesOakley SunglassesAlice Linnehan, VNA Community Healthcare
Reporting CentralBluetooth SpeakerLucy Bolivar, Santa Energy
Bluetooth SpeakerSharon Gostin, Edible Arrangements
SolverLL Bean Gift CardMelissa Woodin, Hotchkiss School
eOne SolutionsAmazon Gift CardReneé Sartoi, Hotchkiss School
PaperSavePicnic SetBobbi Ann Berglund, Thor Specialties
Titanium GPSPYOPTIC sunglassesJohn T. McGow, Edible Arrangements
SPYOPTIC sunglassesAlex Morganti, Nizhoni Health Systems
Without Wire Inventory SciencesKindle Fire AndroidBeth Herbst, Amax
Altec, Inc.Gift CardKathleen Olejnik, Outback Trading
Binary StreamSamsung TabletYvette Morales, WPCA
ProphixApple WatchJohn T. McGow, Edible Arrangements


SalesPad: SalesPad delivers solutions that optimize your Microsoft® Dynamics® GP experience. SalesPad’s easy-to-use, scalable, customizable, and cost-effective business management software tools enhance sales, customer service, distribution, and warehouse operations. SalesPad GP provides simplicity and elegance in delivering an all-in-one order entry, inventory, purchasing, and sales solution. Access and manage sales, customer, and inventory data while on the go with SalesPad Mobile GP. Get SalesPad GP’s online version with SalesPad WebPortal. Manage your warehouse efficiently with DataCollection. MobileBoards means no longer hunting for info while out and about. Manage shipping operations easily with ShipToGP. Learn more at

Infinia gold-2016

Infinia Integrator: The Infinia Integrator is the fastest and easiest way to go from Microsoft Excel to Microsoft Dynamics GP and NAV. No longer waste time waiting for that other integration tool to do what the Infinia Integrator can do in seconds. There are no complex integrations to define or maintain, no mapping, just an easy and simple Copy-Paste-Import and your data is immediately validated and ready for Dynamics GP. With the Infinia Integrator you have the ability to integrate with General Ledger (GL), Accounts Payable (AP), Accounts Receivable (AR) and Payroll (PR) with a few simple clicks, including support for Dynamics GP Intercompany transactions. NEW add-ons for Multiple GL Journal Entries with one copy-paste-import, Analytical Accounting, and support for Binary Stream’s Multi-Entity Management (MEM). Save time, save headaches and increase efficiency by using the power of the Infinia Integrator. Learn more at


Rockton Software: Rockton Software, a Microsoft Dynamics GP and CRM Partner, is an Independent Solutions Vendor (ISV) based in the United States. The company started in 1999 by offering custom Dexterity development for clients using Microsoft Dynamics GP accounting software. Today, Rockton Software is a creative company that focuses on Dynamics CRM and Dynamics GP. Rockton Software is a virtual company that has employees in five states with its headquarters in Lafayette, Colorado. With over 2,700 customers worldwide, Rockton Software supports innovation by offering Microsoft Dynamics add-ons for several industries. Learn more at


AvidXchange: Serving more than 5,500 clients, AvidXchange is an industry leader in Accounts Payable Automation for mid-market companies. AvidXchange revolutionizes the way companies receive and pay their bills from invoice receipt through vendor payment. Major benefits include:

  • No more filing cabinets
  • No more paper invoices or checks
  • No more chasing down approvers
  • No more searching for lost or missing invoices
  • No more stacks of checks to sign

Learn more at


Integrity Data: Integrity Data is a leader in the application of technology to improve business processes around payroll processing and human capital management, including simplifying Affordable Care Act reporting and compliance. Headquartered in Lincoln, IL, and founded in 1996, Integrity Data serves over 8,000 organizations worldwide. From small businesses to some of the largest and fastest growing organizations, Integrity Data strives to ensure that their most valuable asset, their employees, are paid accurately and efficiently and that ACA compliance is a breeze. Learn more at


SPS Commerce: SPS Commerce perfects the power of trading partner relationships with the industry’s most broadly adopted, retail cloud services platform. As a leader in cloud-based supply chain management solutions, we provide proven integrations and comprehensive retail performance analytics to thousands of customers worldwide. SPS Commerce has achieved 60 consecutive quarters of revenue growth and is headquartered in Minneapolis. Learn more at


k-eCommerce: Since 1999, k-eCommerce has been the choice of over 1,500 websites worldwide. A versatile eCommerce solution, k-eCommerce meets the needs of B2B and B2C customers alike. Its integration with your ERP/CRM system makes it easy for you to manage your online store, leaving only one point of maintenance: Microsoft Dynamics. k-eCommerce is fully responsive, giving your customers easy and convenient shopping experience on any device, while features like Amazon marketplace and Facebook store integration let you diversify your sales channels even further. k-eCommerce is available through its PCI DSS-certified cloud or can be purchased as a license. Learn more at


Greenshades: Greenshades Software is a leading provider of simple, cost-effective, comprehensive solutions that help make it easy for our customers to deal with reporting, payroll, and HR processes. We are dedicated to supplying software and services that solve real problems while providing excellent customer support. Our products simplify electronic payroll tax returns and payments, employee self-service portals, online benefits enrollment, garnishments management, Affordable Care Act reporting, and more. Find out why thousands of companies use Greenshades to save time and money while ensuring compliance with federal, state, and local requirements. Learn more at


Reporting Central: Over the past 23 years Reporting-Central has worked with over 800 Dynamics GP customers and the one thing we consistently hear is that Dynamics GP must maintain the highest level of data integrity. Our solutions help maintain data integrity by assisting users with some of the most tedious tasks related to using Dynamics GP.

  • “The Closer” quickly tells why sub-ledgers do not balance with the GL
  • “The Corrector” provides an audit friendly solution for fixing AP distribution mistakes
  • “The Validator” provides a 100 point inspection of critical data, technical and application settings.

Learn more at .


Solver USA: Solver is the leading provider of complete Business Intelligence (BI) solutions for today’s mid-market enterprise and the company is at the forefront of BI technology for cloud and on-premise ERPs. Solver’s BI360 solution is a powerful and intuitive suite of modules for reporting, consolidations, budgeting, dashboards and data warehousing. We are changing the face of BI with next generation, collaborative and action-driven solutions for planning, reporting, and analysis to deliver complete insight into every facet of the enterprise. BI360 gives the entire organization the ability to truly understand their data, make better decisions, and ultimately drive efficiency and performance in their business. Learn more at


eOne Solutions: Headquartered in Fargo, ND, eOne Solutions is the creator of smart, configurable, and integrated software tools for business platforms and web services including Microsoft Dynamics CRM, GP, and eOne develops “no code” software solutions for mid-market enterprises which enable customers to fit their business systems to their specific business requirement. eOne’s products are specifically designed to enable business users with the easiest way to view, automate, report, and take action on the information. With more than 13,000 companies trusting eOne tools daily and over 21,000 installs worldwide, eOne helps more Dynamics customers and partners than any other ISV. Learn more at


PaperSave: PaperSave is a complete document management, electronic workflow and transaction automation solution. PaperSave’s unique seamless integration provides one-click access to documents related to records within Microsoft Dynamics GP and eliminates the need for custom programming, extra training or costly set-up time.  Learn more at


TitaniumGP:  TitaniumGP is an affordable productivity suite consisting of time reducing and frustration eliminating tools designed to help Dynamics GP users become more productive by reducing manual tasks and enhancing the flexibility of Dynamics GP. TitaniumGP allows you to copy/paste from Excel directly into Dynamics GP windows, save transactions to Excel from Dynamics GP, add fields and views to GP windows, easily search for customers, vendors and invoices inside of GP and automatically determine the next customer, prospect, vendor or item ID. Learn more at

WithoutWire Inventory Sciences:  WithoutWire™ Warehouse Management Solution provides efficient inventory and process optimization for distribution and manufacturing organizations looking for more robust lot tracking of inventory.  WithoutWire incorporates Inventory Sciences with our team of Trusted Advisors, WithoutWire’s Intuitive Technology and our Adaptive Architecture for seamless integration with business systems. WithoutWire provides control to the movement and storage of materials received into, moved within, and shipped out of your warehouse. It provides real-time web-based visibility of inventory for optimal decision making.  Learn more at


Altec, Inc: Altec is a leading provider of integrated document management and workflow solutions. Its flagship product, doc-link™, enables companies to capture, archive, workflow and route any document for any process, anywhere, anytime. doc-link helps businesses manage the lifecycle of their complex, critical documents to enhance productivity, collaboration and communication while providing the access necessary for achieving success as part of a growing mobile workforce. Connecting data for thousands of customers globally, Altec also enjoys strong partnerships with ERP solution providers such as Microsoft to provide the most comprehensive enterprise document management solution. Learn more at

Binary Stream: Become more efficient in handling multiple databases; eliminate time-consuming, costly and inefficient invoicing; and automate revenue or expense recognition in accordance with complex requirements with Binary Stream. Binary Stream is an award-winning, Microsoft Gold certified Independent Software Vendor (ISV) that develops enterprise-grand, add-on software to expand and optimize Microsoft Dynamics GP. Over 1,500 customers rely on Binary Stream products to solve a range of complex accounting challenges including Multi-Entity Management, Configurable Subscription and Billing Deferrals, Healthcare Materials Management and Property Lease Management. Learn more at


Prophix: Prophix develops innovative software that automates critical financial processes such as budgeting, planning, consolidation, and reporting—improving a company’s profitability and minimizing their risk. Prophix provides the right balance of simplicity and depth, delivering CPM software that is easy, powerful, and collaborative. For everyone. Thousands of innovative organizations in nearly one hundred countries use Prophix to gain increased visibility and insight into their business performance. Learn more at

Nolan LOGO

(Remote Sponsor) Nolan Business Solutions: Nolan Business Solutions extends the power of Dynamics GP with over 25 years of experience in developing software applications.

  • Advanced Bank Reconciliation (ABR) – Automatically reconciles imported bank and credit card transactions to posted GL transactions.
  • InterCompany Postings (ICP) – Automatically creates balanced entries between companies and/or between fund accounts.
  • Intercompany POP to SOP – Allows for the creation of Intercompany Trading Relationships. Ideal for related companies that buy and sell inventory items between GP databases.

Learn more at


(Remote Sponsor) Dynamic Budgets: Powerful budgeting for Dynamics GP made easy- replace forecaster and spreadsheets with a more intuitive tool!

Learn more at

Interested in the benefits of sponsoring our next event? Watch the video.