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Ask the Experts: How to Leverage SharePoint Within Your Dynamics GP World Session UBGP06 3:15 p.m. A302 Marie-Michelle Strah, PhD BroadPoint Technologies
Introductions: Marie-Michelle Strah, PhD, SharePoint Solutions Architect, BroadPoint Technologies, mstrah@broadpoint.net John Dooley, Dynamics IW Partner Technology Adviser, Microsoft Corporation, jodooley@microsoft.com John Herbstritt, Chief Solutions Architect, BroadPoint Technologies, jherbstritt@broadpoint.net
Opportunities + Networking + Empowerment Opportunities to learn from the real-life experience of others Networking with a diverse group of like-minded professionals Empowering all users in your company with special-interest programming
User Group Communities 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 SharePoint Architecture Overlap with SharePoint (10 Key Business Area) GP  2010   ENHANCEMENTS Search Workflow What’s new in 2010? Business Portal SHAREPOINT PORTAL Planning Decisions Intranet Extranet Internet SharePoint Foundation SharePoint Server 2010 Enterprise Content Mgmt. (ECM)
Trivia # 1 How much data does a typical worker produce in a year? 100 megabytes 500 megabytes 1 gigabyte 3 gigabytes
ANSWER How much data does a typical worker produce in a year? 100 megabytes 500 megabytes 1 gigabyte 3 gigabytes
Trivia #2 What percentage of a typical worker’s day is spent searching for information? 1 percent 10 percent  30 percent 60 percent
ANSWER What percentage of a typical worker’s day is spent searching for information? 1 percent 10 percent  30 percent 60 percent
Trivia # 3 How much does lost productivity cost per year for 1,000 employees?  $100,000 $1 million $5 million $10 million
ANSWER How much does lost productivity cost per year for 1,000 employees?  $100,000 $1 million $5 million $10 million
Overview Lets Get StartedBENEFITS of Integrating Microsoft Dynamics GP and Microsoft SharePoint
Mapping Technology with People and Process Business Vision &Business Software People &Processes Company &Ecosystem The ConnectedBusiness
Dynamics GP Microsoft SharePoint and  Office Business Applications People and Process Role Tailored Experiences “It looks like it was designed for me.“  “I spend all day in Outlook.” “All the information is at my fingertips.” Composite Made for Me Immersive
ObjectivesOverview of Microsoft® SharePoint® Capabilities in Microsoft Dynamics GP® BUSINESS PORTAL Powered by SharePoint Architecture Overlap with SharePoint (10 Key Business Area) GP  2010   ENHANCEMENTS Workflow What’s new in 2010? Business Portal SHAREPOINT PORTAL Planning Decisions Intranet Extranet Internet SharePoint Foundation SharePoint Server 2010 Enterprise Content Mgmt. (ECM)
Extending the Reach Enhanced….  Insight ,[object Object]
PivotTables® and SmartList
Deploy reports to SharePoint or OutlookProductivity ,[object Object]
Role Tailored Home Pages
Simplify with Action Panes
Alerts and notifications to Microsoft Outlook ®Collaboration ,[object Object]
Business Portal
Document workspaces
Workflow functionality
Targeted searches,[object Object]
Sales Quote Approval
Customer Credit Limit Override Approval
General Ledger Batch Approval
Payables Management Batch Approval
Receivables Management Batch Approval
Employee Personnel Approval,[object Object]
Workflow Example: Customer On Hold Alert Notification
ObjectivesOverview of Microsoft® SharePoint® Capabilities in Microsoft Dynamics GP® BUSINESS PORTAL Powered by SharePoint Architecture Overlap with SharePoint (10 Key Business Area) GP  2010   ENHANCEMENTS Workflow What’s new in 2010? Business Portal SHAREPOINT PORTAL Planning Decisions Intranet Extranet Internet SharePoint Foundation SharePoint Server 2010 Enterprise Content Mgmt. (ECM)
Why do I need to Upgrade? Business Portal 5.1 Business Portal 5.0 or 4.x Microsoft Office SharePoint Server (MOSS) Windows SharePoint Services 3.0 x32 server Microsoft SharePoint Foundation Microsoft SharePoint Server 2010 x64 server Workflow and Business Portal 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 Add-on Applications Business Portal Role-based Framework Out-of-the-box center pages, information pages, queries Flexible, easyto Custom Fit Easy to add SharePoint Web Parts Help is single collection IE 8 supported New Key performance indicators (KPI’s) using SSRS 2008 Human resources self-service suite Requisition management Order management Project time and expense 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 Executive Users can publish additional report types:  Dynamics GP reports Financial reports Excel reports PDF/ XPS files, and SRS reports Dynamics GP Report Scheduler can publish to Report Center
Customer (customer address) Customer sales and receivables Sales order Vendor Purchase Order Sales Item GP 2010 R2 Business Portal External Lists Service Calls Return Documents Employee Projects Posting Accounts Manufacturing Order Leveraging SharePoint Foundation
ObjectivesOverview of Microsoft® SharePoint® Capabilities in Microsoft Dynamics GP® BUSINESS PORTAL Powered by SharePoint Architecture Overlap with SharePoint (10 Key Business Area) GP  2010   ENHANCEMENTS Workflow What’s new in 2010? Business Portal SHAREPOINT PORTAL SharePoint Foundation SharePoint Server 2010 Planning Decisions Intranet Extranet Internet Enterprise Content Mgmt. (ECM)
SharePoint 2010 Capability Areas
Sharepoint capabilities Examples

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Microsoft Convergence DayOne: Leveraging SharePoint within Your Dynamics GP World

  • 1. Ask the Experts: How to Leverage SharePoint Within Your Dynamics GP World Session UBGP06 3:15 p.m. A302 Marie-Michelle Strah, PhD BroadPoint Technologies
  • 2. Introductions: Marie-Michelle Strah, PhD, SharePoint Solutions Architect, BroadPoint Technologies, mstrah@broadpoint.net John Dooley, Dynamics IW Partner Technology Adviser, Microsoft Corporation, jodooley@microsoft.com John Herbstritt, Chief Solutions Architect, BroadPoint Technologies, jherbstritt@broadpoint.net
  • 3. Opportunities + Networking + Empowerment Opportunities to learn from the real-life experience of others Networking with a diverse group of like-minded professionals Empowering all users in your company with special-interest programming
  • 4. User Group Communities 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
  • 5. Spread the Word On Twitter Handles: @msdyncomm @cyberslate Hashtags: #msdyncomm #msdynerp #conv11 #sharepoint #sp2010
  • 6. ObjectivesOverview of Microsoft® SharePoint® Capabilities in Microsoft Dynamics GP® BUSINESS PORTAL Powered by SharePoint Architecture Overlap with SharePoint (10 Key Business Area) GP 2010 ENHANCEMENTS Search Workflow What’s new in 2010? Business Portal SHAREPOINT PORTAL Planning Decisions Intranet Extranet Internet SharePoint Foundation SharePoint Server 2010 Enterprise Content Mgmt. (ECM)
  • 7. Trivia # 1 How much data does a typical worker produce in a year? 100 megabytes 500 megabytes 1 gigabyte 3 gigabytes
  • 8. ANSWER How much data does a typical worker produce in a year? 100 megabytes 500 megabytes 1 gigabyte 3 gigabytes
  • 9. Trivia #2 What percentage of a typical worker’s day is spent searching for information? 1 percent 10 percent 30 percent 60 percent
  • 10. ANSWER What percentage of a typical worker’s day is spent searching for information? 1 percent 10 percent 30 percent 60 percent
  • 11. Trivia # 3 How much does lost productivity cost per year for 1,000 employees? $100,000 $1 million $5 million $10 million
  • 12. ANSWER How much does lost productivity cost per year for 1,000 employees? $100,000 $1 million $5 million $10 million
  • 13. Overview Lets Get StartedBENEFITS of Integrating Microsoft Dynamics GP and Microsoft SharePoint
  • 14. Mapping Technology with People and Process Business Vision &Business Software People &Processes Company &Ecosystem The ConnectedBusiness
  • 15. Dynamics GP Microsoft SharePoint and Office Business Applications People and Process Role Tailored Experiences “It looks like it was designed for me.“ “I spend all day in Outlook.” “All the information is at my fingertips.” Composite Made for Me Immersive
  • 16. ObjectivesOverview of Microsoft® SharePoint® Capabilities in Microsoft Dynamics GP® BUSINESS PORTAL Powered by SharePoint Architecture Overlap with SharePoint (10 Key Business Area) GP 2010 ENHANCEMENTS Workflow What’s new in 2010? Business Portal SHAREPOINT PORTAL Planning Decisions Intranet Extranet Internet SharePoint Foundation SharePoint Server 2010 Enterprise Content Mgmt. (ECM)
  • 17.
  • 19.
  • 22.
  • 26.
  • 28. Customer Credit Limit Override Approval
  • 32.
  • 33.
  • 34.
  • 35.
  • 36.
  • 37.
  • 38.
  • 39.
  • 40.
  • 41. Workflow Example: Customer On Hold Alert Notification
  • 42.
  • 43. ObjectivesOverview of Microsoft® SharePoint® Capabilities in Microsoft Dynamics GP® BUSINESS PORTAL Powered by SharePoint Architecture Overlap with SharePoint (10 Key Business Area) GP 2010 ENHANCEMENTS Workflow What’s new in 2010? Business Portal SHAREPOINT PORTAL Planning Decisions Intranet Extranet Internet SharePoint Foundation SharePoint Server 2010 Enterprise Content Mgmt. (ECM)
  • 44. Why do I need to Upgrade? Business Portal 5.1 Business Portal 5.0 or 4.x Microsoft Office SharePoint Server (MOSS) Windows SharePoint Services 3.0 x32 server Microsoft SharePoint Foundation Microsoft SharePoint Server 2010 x64 server Workflow and Business Portal 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.
  • 45. Top 10 Reasons for Business Portal Add-on Applications Business Portal Role-based Framework Out-of-the-box center pages, information pages, queries Flexible, easyto Custom Fit Easy to add SharePoint Web Parts Help is single collection IE 8 supported New Key performance indicators (KPI’s) using SSRS 2008 Human resources self-service suite Requisition management Order management Project time and expense Electronic Document Delivery is replaced by Dynamics GP 2010 email feature
  • 46. Business Portal Report Center Pages oriented for Finance, Sales, Purchasing, Inventory, Payroll, HR, Manufacturing, and Executive Users can publish additional report types: Dynamics GP reports Financial reports Excel reports PDF/ XPS files, and SRS reports Dynamics GP Report Scheduler can publish to Report Center
  • 47. Customer (customer address) Customer sales and receivables Sales order Vendor Purchase Order Sales Item GP 2010 R2 Business Portal External Lists Service Calls Return Documents Employee Projects Posting Accounts Manufacturing Order Leveraging SharePoint Foundation
  • 48. ObjectivesOverview of Microsoft® SharePoint® Capabilities in Microsoft Dynamics GP® BUSINESS PORTAL Powered by SharePoint Architecture Overlap with SharePoint (10 Key Business Area) GP 2010 ENHANCEMENTS Workflow What’s new in 2010? Business Portal SHAREPOINT PORTAL SharePoint Foundation SharePoint Server 2010 Planning Decisions Intranet Extranet Internet Enterprise Content Mgmt. (ECM)
  • 51. Where do you fit with SharePoint? Increased functionality/design
  • 52.
  • 56. SharePoint 2007 (MOSS) no longer needed. SharePoint Foundation is FREE. It’s a brand new world! GOOD NEWS in 2010
  • 57.
  • 61. “Fab 40” - deprecatedFrom MOSS to SharePoint Server 2010
  • 62. From Intranet to Extranet to Internet… FIS SharePoint 2010 for Internet Sites External Connectors WCM: Web Content Management Enterprise 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 archival Review/ Approve Dispose Publish Manage Archive Author
  • 64. ECM and Collaboration Example: Real Time Collaboration and Workflow in SharePoint 2010
  • 65.
  • 66. Factor 2: Identify – solutions that match a strategic objective
  • 67. Factor 3: Prioritize – score and categorize your solutions
  • 68.
  • 70.
  • 71.
  • 72.
  • 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.