Microsoft Convergence DayOne: Leveraging SharePoint within Your Dynamics GP World
Download as PPTX, PDF1 like391 views
The document discusses leveraging Microsoft SharePoint within the Dynamics GP business environment, highlighting key capabilities, enhancements in version 2010, and the importance of integration for productivity and collaboration. It covers various topics including workflow approvals, role-based experiences, and the significant benefits of SharePoint's architecture in optimizing business processes. Additionally, it provides insights into the business portal and networking opportunities for professionals in the field.
Microsoft Convergence DayOne: Leveraging SharePoint within Your Dynamics GP World
- 1. Ask the Experts: How to Leverage SharePoint Within Your Dynamics GP WorldSession UBGP06 3:15 p.m. A302Marie-Michelle Strah, PhDBroadPoint Technologies
- 2. Introductions:Marie-Michelle Strah, PhD, SharePoint Solutions Architect, BroadPoint Technologies, mstrah@broadpoint.netJohn Dooley, Dynamics IW Partner Technology Adviser, Microsoft Corporation, jodooley@microsoft.comJohn Herbstritt, Chief Solutions Architect, BroadPoint Technologies, jherbstritt@broadpoint.net
- 3. Opportunities + Networking + EmpowermentOpportunities 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
- 4. User Group CommunitiesJoin GPUG at www.gpug.comGiveaways courtesy of Women in SharePoint DC and O’Reilly Media www.meetup.com/womeninspdc and http://oreilly.com
- 5. Spread the WordOn TwitterHandles:@msdyncomm@cyberslateHashtags:#msdyncomm#msdynerp#conv11#sharepoint#sp2010
- 6. ObjectivesOverview of Microsoft® SharePoint® Capabilities in Microsoft Dynamics GP®BUSINESS PORTALPowered by SharePointArchitectureOverlap with SharePoint (10 Key Business Area)GP 2010 ENHANCEMENTSSearchWorkflowWhat’s new in 2010?Business PortalSHAREPOINT PORTALPlanningDecisionsIntranetExtranetInternetSharePoint FoundationSharePoint Server 2010Enterprise Content Mgmt. (ECM)
- 7. Trivia # 1How much data does a typical worker produce in a year?100 megabytes500 megabytes1 gigabyte3 gigabytes
- 8. ANSWERHow much data does a typical worker produce in a year?100 megabytes500 megabytes1 gigabyte3 gigabytes
- 9. Trivia #2What percentage of a typical worker’s day is spent searching for information?1 percent10 percent 30 percent60 percent
- 10. ANSWERWhat percentage of a typical worker’s day is spent searching for information?1 percent10 percent 30 percent60 percent
- 11. Trivia # 3How much does lost productivity cost per year for 1,000 employees? $100,000$1 million$5 million$10 million
- 12. ANSWERHow much does lost productivity cost per year for 1,000 employees? $100,000$1 million$5 million$10 million
- 13. OverviewLets Get StartedBENEFITS of Integrating Microsoft Dynamics GP and Microsoft SharePoint
- 14. Mapping Technology with People and ProcessBusiness Vision &Business SoftwarePeople &ProcessesCompany &EcosystemThe ConnectedBusiness
- 15. Dynamics GPMicrosoft SharePoint and Office Business ApplicationsPeople and ProcessRole Tailored Experiences“It looks like it was designed for me.“ “I spend all day in Outlook.”“All the information is at my fingertips.”CompositeMade for MeImmersive
- 16. ObjectivesOverview of Microsoft® SharePoint® Capabilities in Microsoft Dynamics GP®BUSINESS PORTALPowered by SharePointArchitectureOverlap with SharePoint (10 Key Business Area)GP 2010 ENHANCEMENTSWorkflowWhat’s new in 2010?Business PortalSHAREPOINT PORTALPlanningDecisionsIntranetExtranetInternetSharePoint FoundationSharePoint Server 2010Enterprise Content Mgmt. (ECM)
- 17. Extending the Reach Enhanced…. InsightOver 200 built in Excel ® reports
- 19. Deploy reports to SharePoint or OutlookProductivityMicrosoft Office System UI
- 20. Role Tailored Home Pages
- 21. Simplify with Action Panes
- 22. Alerts and notifications to Microsoft Outlook ®CollaborationIntranets
- 23. Business Portal
- 26. Targeted searchesOverview: Workflow in Microsoft Dynamics GPNew in 2010!Vendor ApprovalElectronic Signature ApprovalEmployee Onboard ApprovalAction Step - AlertOther Workflows!Purchase Order Approval
- 28. Customer Credit Limit Override Approval
- 29. General Ledger Batch Approval
- 30. Payables Management Batch Approval
- 31. Receivables Management Batch Approval
- 32. Employee Personnel ApprovalWorkflowExample: Employee On Boarding Approval
- 41. WorkflowExample: Customer On Hold Alert Notification
- 43. ObjectivesOverview of Microsoft® SharePoint® Capabilities in Microsoft Dynamics GP®BUSINESS PORTALPowered by SharePointArchitectureOverlap with SharePoint (10 Key Business Area)GP 2010 ENHANCEMENTSWorkflowWhat’s new in 2010?Business PortalSHAREPOINT PORTALPlanningDecisionsIntranetExtranetInternetSharePoint FoundationSharePoint Server 2010Enterprise Content Mgmt. (ECM)
- 44. Why do I need to Upgrade?Business Portal 5.1Business Portal 5.0 or 4.xMicrosoft Office SharePoint Server (MOSS)Windows SharePoint Services 3.0x32 serverMicrosoft SharePoint FoundationMicrosoft SharePoint Server 2010x64 serverWorkflow and Business Portal5.1 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” systems5.1 Supports upgrade to new release without having to uninstall previous release.
- 45. Top 10 Reasons for Business PortalAdd-on ApplicationsBusiness PortalRole-based FrameworkOut-of-the-box center pages, information pages, queriesFlexible, easyto Custom FitEasy to add SharePoint Web PartsHelp is single collectionIE 8 supportedNew Key performance indicators (KPI’s) using SSRS 2008Human resources self-service suiteRequisition managementOrder managementProject time and expenseElectronic Document Delivery is replaced by Dynamics GP 2010 email feature
- 46. Business Portal Report CenterPages 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 reportsDynamics GP Report Scheduler can publish to Report Center
- 47. Customer (customer address)Customer sales and receivablesSales orderVendorPurchase OrderSales ItemGP 2010 R2 Business Portal External ListsService CallsReturn DocumentsEmployeeProjectsPosting AccountsManufacturing OrderLeveraging SharePoint Foundation
- 48. ObjectivesOverview of Microsoft® SharePoint® Capabilities in Microsoft Dynamics GP®BUSINESS PORTALPowered by SharePointArchitectureOverlap with SharePoint (10 Key Business Area)GP 2010 ENHANCEMENTSWorkflowWhat’s new in 2010?Business PortalSHAREPOINT PORTALSharePoint FoundationSharePoint Server 2010PlanningDecisionsIntranetExtranetInternetEnterprise Content Mgmt. (ECM)
- 49. SharePoint 2010 Capability Areas
- 51. Where do you fit with SharePoint?Increased functionality/design
- 52. Microsoft Office 365 (Beta)Exchange Online
- 54. Office Online
- 55. Lync OnlineWe’re all in.
- 56. SharePoint 2007 (MOSS) no longer needed. SharePoint Foundation is FREE.It’s a brand new world!GOOD NEWS in 2010
- 57. Significant Changes in:User Interface
- 58. “Ribbon”
- 60. Social Computing
- 61. “Fab 40” - deprecatedFrom MOSS to SharePoint Server 2010
- 62. 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
- 63. 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 archivalReview/ ApproveDisposePublishManageArchiveAuthor
- 64. ECM and CollaborationExample: Real Time Collaboration and Workflow in SharePoint 2010
- 65. Enterprise Solutions: SharePoint as a PlatformFactor 1: Gather - do a solution inventory
- 66. Factor 2: Identify – solutions that match a strategic objective
- 67. Factor 3: Prioritize – score and categorize your solutions
- 68. Factor 4: Manage – actively manage the portfolioSharePoint Architecture and PlanningData Architecture:SharePoint content databasesData segmentation & isolation UI/UX: End user experienceMaster pages and navigationSecurity:Legal and compliance issuesBackup and recovery plan
- 69. Questions?
- 71. Online at http://www.microsoft.com/dynamics/convergence/atlanta11/ For more information:Twitter: @cyberslate
- 72. Blog: http://lifeincapslock.comAdditional Sessions You May Be Interested In:IDGP14-R1/2/3 - Using & Implementing Workflow
- 73. CSGP08-R1/2 - Connect & Collaborate with Business Portal
- 74. CSOFF02-R1 - Collaboration, Communities & Social Networking with Microsoft SharePoint 2010
- 75. CSOFF01 - Unlocking the Power of Media Plus Technology: Microsoft SharePoint Outside the Firewall
- 76. DDOFF01 - Microsoft SharePoint 2010, Lync, & Office 2010 Across All Devices: Tablet, PC & Phone
- 77. CSOFF03-R2 - Business Insights in Microsoft SharePoint 2010Contacts:Marie-Michelle Strah, PhD, SharePoint Solutions Architect, BroadPoint Technologies, mstrah@broadpoint.netJohn Dooley, Dynamics IW Partner Technology Adviser, Microsoft Corporation, jodooley@microsoft.comJohn Herbstritt, Chief Solutions Architect, BroadPoint Technologies, jherbstritt@broadpoint.net