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www.GPUG.com
Convergence 2011 Atlanta
Ask the Experts: How to Leverage SharePoint Within Your Dynamics GP World
Session UBGP06 3:15 p.m. A302Marie-Michelle Strah, PhDBroadPoint Technologies
www.GPUG.com
Convergence 2011 Atlanta
Introductions:
Marie-Michelle Strah, PhD, SharePoint Solutions Architect, BroadPoint Technologies, [email protected]
John Dooley, Dynamics IW Partner Technology Adviser, Microsoft Corporation, [email protected]
John Herbstritt, Chief Solutions Architect, BroadPoint Technologies, [email protected]
www.GPUG.com
Opportunities + Networking + Empowerment
Opportunities to learn from the real-life experience of othersNetworking with a diverse group of like-minded professionalsEmpowering all users in your company with special-interest
programming
www.GPUG.com
User Group Communities
Member Premium Member
Dynamics end users only FREE
Small Business
1-9 GP Licenses
$400 USD/year
Mid-Market10-49 GP Licenses
$700 USD/year
Enterprise50+ GP
Licenses
$950 USD/year
Join GPUG at www.gpug.com
Giveaways courtesy of Women in SharePoint DC and O’Reilly Media www.meetup.com/womeninspdc and http://oreilly.com
Spread the Word
On Twitter
Handles:@msdyncomm@cyberslate
Hashtags:#msdyncomm#msdynerp#conv11#sharepoint#sp2010
ObjectivesOverview of Microsoft® SharePoint® Capabilities
in Microsoft Dynamics GP®BUSINESS PORTAL
Powered by SharePointArchitectureOverlap with SharePoint (10 Key Business Area)
GP 2010 ENHANCEMENTS
SearchWorkflowWhat’s new in 2010?Business Portal
SHAREPOINT PORTAL
PlanningDecisionsIntranetExtranetInternetSharePoint FoundationSharePoint Server 2010Enterprise Content Mgmt. (ECM)
Trivia # 1
How much data does a typical worker produce in a year?
1. 100 megabytes2. 500 megabytes3. 1 gigabyte4. 3 gigabytes
ANSWER
How much data does a typical worker produce in a year?
1. 100 megabytes2. 500 megabytes3. 1 gigabyte4. 3 gigabytes
Trivia #2
What percentage of a typical worker’s day is spent searching for information?
1. 1 percent2. 10 percent 3. 30 percent4. 60 percent
ANSWER
What percentage of a typical worker’s day is spent searching for information?
1. 1 percent2. 10 percent 3. 30 percent4. 60 percent
Trivia # 3
How much does lost productivity cost per year for 1,000 employees?
1. $100,0002. $1 million3. $5 million4. $10 million
ANSWER
How much does lost productivity cost per year for 1,000 employees?
1. $100,0002. $1 million3. $5 million4. $10 million
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LETS GET STARTED
BENEFITS OF INTEGRATING MICROSOFT DYNAMICS GP AND MICROSOFT SHAREPOINT
Overview
The ConnectedBusiness
Mapping Technology with People and Process
Microsoft SharePoint and Office Business Applications
Dynamics GP
People and ProcessRole Tailored Experiences
“I spend all day in Outlook.”
“All the information is at my fingertips.”
“It looks like it was designed
for me.“
Composite Made for MeImmersive
ObjectivesOverview of Microsoft® SharePoint® Capabilities
in Microsoft Dynamics GP®BUSINESS PORTAL
Powered by SharePointArchitectureOverlap with SharePoint (10 Key Business Area)
GP 2010 ENHANCEMENTS
WorkflowWhat’s new in 2010?Business Portal
SHAREPOINT PORTAL
PlanningDecisionsIntranetExtranetInternetSharePoint FoundationSharePoint Server 2010Enterprise Content Mgmt. (ECM)
Productivity• Microsoft Office System
UI• Role Tailored Home
Pages• Simplify with Action
Panes• Alerts and notifications
to Microsoft Outlook ®
Insight• Over 200 built in Excel ®
reports• PivotTables ® and
SmartList• Deploy reports to
SharePoint or Outlook
Collaboration• Intranets• Business Portal• Document workspaces• Workflow functionality• Targeted searches
Extending the Reach Enhanced….
Overview: Workflow in Microsoft Dynamics GP
New in 2010!
Vendor ApprovalElectronic Signature ApprovalEmployee Onboard ApprovalAction Step - Alert
Other Workflows!
• Purchase Order Approval
• Sales Quote Approval• Customer Credit Limit
Override Approval• General Ledger Batch
Approval• Payables Management
Batch Approval• Receivables
Management Batch Approval
• Employee Personnel Approval
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WORKFLOWExample: Employee On Boarding Approval
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WORKFLOWExample: Customer On Hold Alert Notification
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ObjectivesOverview of Microsoft® SharePoint® Capabilities
in Microsoft Dynamics GP®BUSINESS PORTAL
Powered by SharePointArchitectureOverlap with SharePoint (10 Key Business Area)
GP 2010 ENHANCEMENTS
WorkflowWhat’s new in 2010?Business Portal
SHAREPOINT PORTAL
PlanningDecisionsIntranetExtranetInternetSharePoint FoundationSharePoint Server 2010Enterprise Content Mgmt. (ECM)
Why do I need to Upgrade?
Business Portal 5.0 or 4.x
Business Portal 5.1
Microsoft SharePoint FoundationMicrosoft SharePoint Server 2010x64 server
W o r k fl o w a n d B u s i n e s s P o r t a l
Microsoft Office SharePoint Server (MOSS)Windows SharePoint Services 3.0x32 server
5.1 Windows Communication Foundation (WCF) is used as the foundation to implement the Web Services for Microsoft Dynamics GP this will assist with linking to your “Front Office” systems 5.1 Supports upgrade to new release without having to uninstall previous release.
Top 10 Reasons for Business Portal
Role-based FrameworkOut-of-the-box center pages, information pages, queriesFlexible, easyto Custom FitEasy to add SharePoint Web PartsHelp is single collectionIE 8 supported
New Key performance indicators (KPI’s) using SSRS 2008Human resources self-service suiteRequisition managementOrder managementProject time and expense
Business Portal Add-on Applications
Electronic Document Delivery is replaced by Dynamics GP 2010 email feature
Business Portal Report Center
Pages oriented for Finance, Sales, Purchasing, Inventory, Payroll, HR, Manufacturing, and ExecutiveUsers can publish additional report types:
Dynamics GP reportsFinancial reportsExcel reportsPDF/ XPS files, and SRS reports
Dynamics GP Report Scheduler can publish to Report Center
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Customer (customer address)Customer sales and receivablesSales orderVendorPurchase OrderSales Item
GP 2010 R2 Business Portal External Lists
Leveraging SharePoint Foundation
Service CallsReturn DocumentsEmployeeProjectsPosting AccountsManufacturing Order
ObjectivesOverview of Microsoft® SharePoint® Capabilities
in Microsoft Dynamics GP®BUSINESS PORTAL
Powered by SharePointArchitectureOverlap with SharePoint (10 Key Business Area)
GP 2010 ENHANCEMENTS
WorkflowWhat’s new in 2010?Business Portal
SHAREPOINT PORTAL
SharePoint FoundationSharePoint Server 2010PlanningDecisionsIntranetExtranetInternetEnterprise Content Mgmt. (ECM)
SharePoint 2010 Capability Areas
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SHAREPOINT CAPABILITIESExamples
Light
(FREE)
• WSS and SP2007 in GP• SP2007/2010 in CRM
SharePoint Foundation (FREE)
• Small Enterprise/Trial• Portal with Limited Back End
SharePoint Standard or Enterprise
• External Facing (Data/Members)• Complex Solutions
SharePoint for Internet
• When the extranet becomes the “Internet”• Heavy graphics/design orientation
Incre
ased
fun
ctio
nality
/desig
nWhere do you fit with SharePoint?
Microsoft Office 365 (Beta)
We’re all in.
• Exchange Online• SharePoint Online• Office Online• Lync Online
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GOOD NEWS in 2010
SharePoint 2007 (MOSS) no longer needed.
SharePoint Foundati on i s FREE.
I t ’s a brand new wor ld!
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From MOSS to SharePoint Server 2010
Signifi cant Changes in :
• User Inter face• “R ibbon”• Taxonomy and Metadata• Soc ia l Computi ng• “Fab 40” - deprecated
From Intranet to Extranet to Internet…
FIS SharePoint 2010 for Internet SitesExternal ConnectorsWCM: Web Content ManagementEnterprise 2.0“Social Computing”
http://www.buckleyplanet.com/2011/03/sharepoints-social-computing-scorecard.html
InternetExtranet |
Intranet |
Enterprise Content Management (ECM)
Your team need tools to manage the entire lifecycle of content from the time it is created to when it is published and finally disposed or stored for long term archival
DisposeArchivePublishManageReview/ ApproveAuthor
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ECM AND COLLABORATIONExample: Real Time Collaboration and Workflow in SharePoint 2010
• Factor 1: Gather - do a solution inventory
• Factor 2: Identify – solutions that match a strategic objective
• Factor 3: Prioritize – score and categorize your solutions
• Factor 4: Manage – actively manage the portfolio
Enterprise Solutions: SharePoint as a Platform
Project Management
Portfolio Manageme
ntSDLC
SharePoint Architecture and Planning
Data Architecture:SharePoint content databasesData segmentation & isolation
UI/UX: End user experienceMaster pages and navigation
Security:Legal and compliance issuesBackup and recovery plan
Information
Architecture
Governance
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Convergence 2011 Atlanta
Questions?
www.GPUG.com
Convergence 2011 Atlanta
Evaluations:
• Kiosks at Convergence or• Online at
http://www.microsoft.com/dynamics/convergence/atlanta11/
For more information:
• Twitter: @cyberslate• Blog: http://lifeincapslock.com
www.GPUG.com
Convergence 2011 Atlanta
Additional Sessions You May Be Interested In:
• IDGP14-R1/2/3 - Using & Implementing Workflow • CSGP08-R1/2 - Connect & Collaborate with Business Portal
• CSOFF02-R1 - Collaboration, Communities & Social Networking with Microsoft SharePoint 2010
• CSOFF01 - Unlocking the Power of Media Plus Technology: Microsoft SharePoint Outside the Firewall
• DDOFF01 - Microsoft SharePoint 2010, Lync, & Office 2010 Across All Devices: Tablet, PC & Phone
• CSOFF03-R2 - Business Insights in Microsoft SharePoint 2010
www.GPUG.com
Convergence 2011 Atlanta
Contacts:
Marie-Michelle Strah, PhD, SharePoint Solutions Architect, BroadPoint Technologies, [email protected]
John Dooley, Dynamics IW Partner Technology Adviser, Microsoft Corporation, [email protected]
John Herbstritt, Chief Solutions Architect, BroadPoint Technologies, [email protected]
