Folio3 provides Dynamics solutions including implementations, customizations, integrations, connectors, business intelligence (BI), and mobile applications. They have over 500 clients and 250 employees. Their services include Dynamics implementations, customizations, connectors between Dynamics and e-commerce platforms like Magento, mobile apps for Dynamics, and BI solutions. They have experience across various industries and have completed over 1000 web and mobile solutions.

1. Folio3 Dynamics Solutions
Implementations → Customization → Integrations → Connectors → BI → Mobile
Q4 2018

2. Folio3: Team
Entrepreneurs who have started and run companies funded by tier-one Silicon
Valley venture capitalists

3. About Folio3
- Over 500 Clients (banks, booksellers, software giants, game startups) that
are our best spokespersons.
- Over 250 Employees who understand our dual commitment: Customers
First, Employees Forever.
- Over 1000 Web & Mobile Solutions made with love, integrity, and lots of
caffeine

4. Digital Transformation Experts

8. Some Of Our Enterprise Customers
CRM

9. Folio3 Dynamics Practice
We are entrepreneurs
who work with
entrepreneurs in big
companies and small
Our Mission:
To be an entrepreneurial partner FOR Microsoft
Dynamics customers and meet their implementation
and integration needs in time and cost effectively.
Our Strengths:
• Deep Expertise in Dynamics ERP, across
development, eCommerce, integration, and
mobility
• Entrepreneurial approach that resonates with
Enterprise & SMEs
• Commitment to quality and cost & time
efficient delivery

10. Dynamics Practice
• Specialized team of 40 Dynamics consultants and developers
• Onshore/Offshore model allows for cost and time effective delivery
• Featured Microsoft Mobility Partner in 2017
Charles Thevenet
Senior ERP Consultant
Accenture, Oracle |
NetSuite
French Speaking
Gary Meisner
Senior ERP Consultant
Finance and IT Executive
CFO/CIO experience
Perry Prescott
Senior Functional Consultant
Manufacturing & Logistics
Expert

11. What We Do
(Dynamics Division)

12. Some of Our Dynamics Clients

13. Your Needs
Step 1
You are
A large or midsized business
whose growth requires a move
from spreadsheets onto
enterprise class ERP, CRM and
eCommerce platforms.
Step 2
AX Will Help You Grow
You are looking to implement or
extend Dynamics AX within your
company.
Step 3
You Need
A strong technical team that can
cost-effectively implement
Dynamics AX, provide easy to use
connectors that integrate other
systems to AX, and extend AX
with custom reports and mobile
delivery.

14. Overview of Offerings
ERP Implementation & Customization → Mobile → E-Commerce Connectors → Business Intelligence

15. ERP Implementations
- Dynamics AX/D365 trained and
certified
- 3rd party customized
integrations
- AX/D365 Process Management
- AX/D365 Migration
- Transferring data from pre-
existing ERP solutions
- UI and UX Design
“The Folio3 team has consistently exceeded
our expectations. It felt as if we were
working with an onshore team. It was their
ability to understand our needs and keep us
engaged throughout the entire process that
has resulted in an exceptional product and a
valued partner.”
- Johnny McGuire
Product Manager, TrueTrac

16. ERP Customizations
- Reports and analytics
- Integration with 3rd party
systems
- X++, C#, SSRS/SSIS/SSAS,
AIF/OData Expertise
- Custom applications
- Custom workflows
- UI and UX Design
- Reporting and Report Delivery
“Folio3 is a great company to work with.
Delivery is always in a timely manner and
never late. I do hope to work with Folio3 again
in the future. They are a company that are fully
capable of working with companies that have
specific requirements.”
- Shefali Rao
Project Manager
Savills

17. AX Mobility Solutions
- 5 proprietary mobile applications for
Dynamics AX/D365 ERP
- Trained and certified on all versions
of AX/D365 ERP
- Cost-efficient implementation
- Rapid turn-around and deployment
- Full support of AX/D365 Security
framework
- Support for offline data and role
based authorization
“Thought you may want to know that I’ve
worked with a lot of agencies and outsourced
development houses overseas over my time
and your business is one of the most
impressive I’ve dealt with. So professional,
great communicators, reasonable, commercial
and nothing is ever a problem. You guys are an
absolute pleasure to work with!”
- Simon Cheng
Chief Marketing Officer
Healthy Life

18. AX Mobility Suite
- DynAX App: The first of its kind,
fully featured cross platform
customizable mobile solution.
- Workflow Approvals App: Fully
customizable solution that lets
you approve any type of
workflow from the AX/D365
CRM.

19. AX Timesheets App
- The first, fully featured AX/D365 Timesheet
for iOS & Android.
- View, create and submit timesheets for
approval.
- Add or modify timesheet entries.
- Super fast setup and configuration.
- Full support of AX/D365 Security
Framework.

20. AX Expenses App
- The first, fully featured AX/D365 Expenses
for iOS & Android.
- View, create and submit expense reports
for approval.
- Add or modify expenses and add
attachments to an expense item.
- Super fast setup and configuration.
- Full support of AX/D365 Security
Framework.

21. Featured Custom AX Apps

22. Green Giant Fresh – Crop Report App
- An iOS App for Retailers to get market
information about different crops.
- Provides the ability to contact
commodity managers for any specific
commodity from within the App.
- Weather Alerts and Weather Reports
for the locations where warehouses
are located.
- Also provides historical crop data.

23. Green Giant Fresh – Survey Tool App
- A native iOS App for Survey Inspectors
to fill field surveys and synchronize with
AX 2009 using their iPhone.
- Surveyor can add corrective actions
and follow up date against each
negatively asked question.
- Provides the ability for the inspectors to
capture images against each survey
question right from within the App.

24. Green Express – Lost Acres App
- A native iOS App for Survey Inspectors
to collect data from field surveys about
lost acres during cropping and fill onto
the app and synchronize with AX 2009 in
real time.
- User can search data specific records
based on Commodities, Harvest Date,
Growers and search combination.
- Users can add and modify Lost acres
records into AX via mobile app

25. • 3,000+ active users, deployed at over 15 companies
• Clients spread across the globe (North America, Europe, Middle East)
• Some of these include:
- Bastian Solutions (USA) - Savills (UK)
- MidContinent (USA) - HyGreen (Qatar)
- Liberty Safe (USA) - Brightstar (USA)
- Stafast (USA) - Able Services (USA)
- Agri Beef (USA) - Honda (UK)
- GFL (Italy) - LM Companies (USA)
- Saveco (Kuwait) - SWI (UK)
Apps in Numbers

27. Software Architecture

28. Integration Solutions: eCommerce Connectors
MagentoOpen Source eCommerce Hosted eCommerce
Retail eCommerce

29. Deployment of Connectors
Our connectors are deployed entirely within
Dynamics AX, so merchants can manage
the integration from a menu within AX
They automatically sync inventory levels,
product/item information, sales orders,
customer data, order fulfillment info,
shipping/tracking and billing data between
Dynamics AX and your eCommerce platform
The deployment time for ‘off the shelf’
integration is typically 2 weeks and
license cost is about $350/month
“We have successfully been able to
accept orders via Magento, sync to AX,
create manual orders in AX, send the
shipping files to EGS, receive back the
confirmation file and update Magento
with shipping information. At this point we
have hit all major tasks with in the
process successfully!! Thank you to the
entire team for all your hard work, long
hours and patience that got us to this
point!”
- Maridee Lemieux
IT Project Manager
Agri Beef

30. • Multiple deployments and on-going pilots
• Clients spread across the globe (North America, Europe, Asia)
• Some of these include:
- Agri Beef (USA) - Fanzz (USA)
- Citadelle (Canada) - Burco (USA)
- Rudsak (USA) - Boomaroo (Australia)
- Rina Fashion (KSA) - Teledyne (USA)
- Apotheca Beauty (GCC) - Montana Silversmiths (USA)
- Deliver Me (Australia) - Sharbatly Fruit (KSA)
- TJM (Australia) - Healthy Life (Australia)
Connectors in Numbers

32. Software Architecture

33. Business Intelligence
- Deep expertise in Data Warehousing and
BI, having worked on industry leading tool
like Pentaho, SSAS, SpagoBI, Jaspersoft,
Dundas, PowerBI, ZapBI etc.
- Pre-built, ready to be deployed Reports /
Dashboards suited for different roles.
- Leverages the existing AX/D365 cubes
offered by Microsoft
- Supports all Dynamics AX/D365 versions.
- Cubes can be customized to fit
customer’s need.
“Folio impressed me by learning a BI tool they
did not have prior experience with and in a
short amount of time produced analysis reports
ready for business consumption. We are
excited on the next set of critical reports Folio
is working on for us and expect the relationship
to continue for the foreseeable future.”
- William Cheung
VP, Information Technology
Growers Express

34. Examples of Custom Projects
AX Development
- Food Safety & Product Traceability
- Inventory Management
- Payroll Processing
- Crop Planning
- HarvesTrac
- License Plating Implementation in WMS
Mobile
- Field Services
- Warehouse Management
- Lost Acres
- Quality Survey
- Label Printing (Field)

35. Customer Success Stories

36. Honda
The Customer
One of the largest manufacturer’s of automobile, aircraft, motorcycles and power
equipment with global yearly sales in access of $120 Billion.
The Problem
Honda wanted a reliable and customized AX Workflow Approval mobile solution that
provided approval / rejection capabilities for all workflow types including purchase orders,
purchase requisitions and finance.
Folio3 Solution
Folio3 delivered a customized AX Workflow Approvals App that was compatible with AX
2012, this allowed existing Honda users to access and manage workflow approval
requests from their mobile devices.

37. Daraz – A Rocket Internet Company (Alibaba Group)
- Among early adopters of Dynamics
365 for Finance & Operations in the
EMEA region.
- Running operations in 5 countries with
1600 employees.
- Tremendous volume of data pushed
into Dynamics everyday.
- Supporting Finance, Sales, Supply
Chain and HR teams for their
functional and technical support
issues.
- Business changes demand immediate
support from the development and
reporting side.

38. Growers Express
- Major agricultural company based out of
California, that grows and markets a variety
of fresh produce including Green Giant Fresh.
- Folio3 has been their Dynamics AX Technology
& Support partner since 2010.
- We have developed and are maintaining a
number of solutions, these include:
- TrueTrac Mobile App Suite
- Warehouse Management System
- Lost Acres App
- Crop Report App
- Survey Tool App
- ZapBI Suite

39. Agri Beef
The Customer
One of the largest cattle meat producers in the US market with more than $1 Billion of
yearly sales.
The Problem
Agri Beef wanted to switch from legacy Order Management System to Dynamics AX 2012
R3 for their complete Order Cycle.
Folio3 Solution
Agri Beef selected Folio3 ComAX Connector for Magento to sync their Orders,
Customers, Products (Simple, Bundled), Inventory, Shipments, Refunds/Cancellations.
Website: http://www.snakeriverfarms.com/
Magento version: 1.9 EE

40. Bastian Solutions
The Customer
The company is an independent system integrator dedicated to helping customers
increase their productivity through proven automation, information systems and sound
operating procedures.
The Problem
Bastian Solutions needed a mobile solution so that their field-based sales users could
access Dynamics AX’s Sales & Marketing module.
Folio3 Solution
Folio3 delivered a customized and cross-platform version of it’s DynAX App, the app had
built-in role based authorization and a number of technical customizations were added on
the Customer and Prospect entities.

41. LHM
The Customer
Larry H. Miller Group of Companies has grown to more than 80 businesses and
properties operating in 46 states.
The Problem
LHM had a manual process to sync data between Fanzz.com website and their Dynamics
AX ERP.
Folio3 Solution
LHM wanted to sync products, inventory, customers, shipping & orders between Magento
e-commerce store and Microsoft Dynamics AX 2012 R2 ERP.
Website: http://www.fanzz.com/
Magento version: 2.0 CE

42. Citadelle
The Customer
Citadelle is Quebec’s largest cooperative of sugar maple growers and maple syrup
producers active in maple syrup and maple product manufacturing and processing.
The Problem
Citadelle wanted to sync their inventory in real-time between Dynamics AX 2012 R3 and
their WooCommerce store.
Folio3 Solution
Citadelle selected Folio3 ComAX Connector for WooCommerce to sync their Inventory,
Orders, Customers, Products and Payments.
Website: http://www.citadelle-camp.coop/

43. We Are Your Go-To Experts
- Over 12 years of experience with Microsoft Dynamics
- Featured Microsoft Mobility Partner
- We are a ONE STOP shop for world class expertise in:
- AX Mobile Apps
- Dynamics AX Connectors
- Custom Mobile App Development for Dynamics AX
- Cost Efficient AX Implementations
- AX Development and Customization

44. Thank
You.
Folio3 Dynamics Services
@F3DynamicsAx dynamics.folio3.com
dynamics@folio3.com 510-377-4457