Dynamics 365 & AX Add On Solutions

Dynamics 365 for Finance and Operations (formerly Dynamics AX) powered by Microsoft, makes your companies business processes more intuitive and flexible.  While Microsoft is more innovative everyday, we rely on partners to pick up where Microsoft may leave off.  Our Independent Software Vendor’s (ISV’s) can add more value to AX through add on solutions such as Asset Management, CAD, Data Protection, EDI, Manufacturing Maintenance, and Retail Solutions.  Our ISV partners live up to the highest standards for solutions. . .your standards.


Pacejet is an integrated shipping platform for Dynamics 365 for Finance and Operations and Dynamics AX 2012. Clients First has partnered with Pacejet to develop this integration.

Visit the Pacejet webpage on our site.

Please reach out to your Dynamics Partner, Pacejet or contact us for more information.

Pacejet shipping for dynamics


Avalara offers a wide range of automated, end-to-end tax calculation and compliance solutions. It’s also versatile in that it can be used in both on-premise and cloud platforms . Avalara’s tax automation software is a fast, reliable way to accurately calculate, validate, and remit sales and use tax.

  • Avalara AvaTax helps business save valuable time by providing them with the appropriate amount of sales tax for every transaction. It does it carefully by looking over thousands upon thousands of sales tax laws and jurisdictions based on the geographical location of the transaction.
  •  Avalara CertCapture make sure you never lose your tax documentation again. Not only does it manage your tax documents it can also validate and update exemption certificates from with in the software, thus minimizing audit exposure.
  •  Avalara Returns offers guaranteed on-time sales tax return filing and remission. With Avalara Returns you can even cancel multiple expenses in one ACH transfer. It also helps avoid audits by responding as soon as a tax notice is received.

CADLink by QBuild

QBuild Software integrates your CAD software with Dynamics 365 for Finance and Operations, formerly Dynamics AX. They take the time to understand the way you work and deliver a solution that solves your unique problems.

Whether you need to send Bill of Materials data from your model to your ERP, generate CAD images from the ERP configurator, or connect your Engineers to production, QBuild has developed a solution to make your Engineers work better.

Provides a two-way link between your CAD software and Dynamics 365/AX or NAV, CADLink can turn your design software into an integral part of your business workflow. That’s because it enables you to:

  • Automate processes and get accurate, up-to-date information – Every time a document is updated in Dynamics AX or the CAD system, CADLink analyzes, compares and synchronizes the information.
  • Create and modify models with just a few clicks – With CADLink, your staff can easily locate work or production orders in Dynamics 365/AX and automatically retrieve the information required to build or modify models directly from the CAD system.
  • Standardize item description – By integrating CADLink with your CAD system and Microsoft Dynamics products, your staff will be able to use the same item master data and descriptions across all projects. This will eliminate redundant data entry, errors and rework.

Microsoft 365/AX Add On: CADLink Video

Qbuild and CADLink offer engineers ease with Microsoft Dynamics

Data Masons

Data Masons Add On To Dynamics 365 for Finance and Operations, Dynamics AX, Manages EDI Compliance

With Vantage Point EDI, Data Masons handles all EDI compliance requirements. Labeling, maps and ongoing compliance changes are delivered direct to your company with no hassles. Our trading partner “kits” are delivered with everything you need to begin transacting with your business partners immediately. This means you can focus on your business – not on EDI compliance.

Unmatched scalability

Whether you need hundreds or thousands of orders processed a day, Vantage Point EDI for Dynamics 365/AX satisfies customers with unparalleled scalability.

Simple implementation

Unlike other solutions, a Vantage Point EDI implementation is a setup process rather than an expensive, risk-filled project. Once implemented, EDI integration for Dynamics 365 for Finance and Operations (formerly AX ) is completed with the least number of steps and the fewest screens possible. The result is optimized performance, less work, and fewer errors.

Other benefits include

  • Support for Application Integration Framework (AIF)
  • One low maintenance fee covers all software and support including updates for new Dynamics releases
  • Native RFID support
  • EDI information is visible in Dynamics AX so customer service representatives can easily track EDI shipment information and answer questions quickly
  • Vantage Point EDI Supply Chain Edition enables your company to create your own trading partner network and send EDI purchase orders out and receive ASN/Invoices – a technology that produces a huge ROI
  • Supports virtual company scenarios
  • Requires little or no Dynamics AX customization for a completely integrated EDI solution

Data Masons is EDI made simpler with Dynamics AX

Global Datavault

Global Data Vault is a recommended add on to Dynamics 365/AX in that they provide Cloud based solutions for Disaster Recovery, Backup and Archiving for servers, PCs and Macs. Global Data Vault provides a fully managed service that stands ready when you are in need. Global Data Vault provides protection status data through a live portal. This allows you to rest assured your business is always protected.

Global Data Vault provides Cloud based solutions for Microsoft Dynamics.

Jet Reports

With the ability to integrate into Dynamics 365 for Finance and Operations (formerly AX) with so many other systems and tools, data management quickly becomes a problem. Jet Enterprise addresses the need for Dynamics users to feed all of their data sources into a highly adaptive Business Intelligence solution – one that provides your information in the format that you need.

Business Intelligence is an ongoing effort – and your business may change. Client’s First doesn’t want our users to have to choose between accuracy or adaptability. That is why we suggest using Jet Report’s unique Data Warehouse automation tool that provides an easy way to customize or build new cubes for your unique needs.

Jet Enterprise addresses the need for AX users to feed all of their data sources into a highly adaptive Business Intelligence solution.


E-commerce for Dynamics 365 for Finance and Operations (formerly AX) doesn’t need to be complex and lengthen projects, including third party CMS or collaboration systems. Sana delivers an integrated Dynamics webshop out-of-the-box that can be implemented in a fixed budget of 7 days. Sana offers a professional Dynamics e-commerce webshop that is fully customizable to any wish. Sana is a Gold Microsoft Partner and our webshop is Certified for Microsoft Dynamics (CfMD) for Dynamics. No matter how you look at it, it’s a better shopping experience with Sana’s Dynamics e-commerce solution.

Sana offers Dynamics AX and Dynamics 365 Better Sales Portal