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SharePoint 2010 and Web Services: Extending Dynamics GP 2010 R2	<br />SharePoint Saturday New York<br />Marie-Michelle Str...
Welcome to #SPSNYC!<br />
Marie-Michelle Strah, PhD<br />SharePoint Solutions Architect and Practice Lead<br />BroadPoint Technologies<br />Washingt...
Spread the Word<br />On Twitter<br />Handles:<br />@msdyncomm<br />@cyberslate<br />@broadpointtech<br />Hashtags:<br />#m...
Objectives:<br /><ul><li>Benefits of integrating SharePoint and Dynamics
Overview of SharePoint and Dynamics GP
Workflow
Business Portal
Architecture Concerns
Way Forward</li></li></ul><li>Trivia # 1<br />How much data does a typical worker produce in a year?<br />100 megabytes<br...
ANSWER<br />How much data does a typical worker produce in a year?<br />100 megabytes<br />500 megabytes<br />1 gigabyte<b...
Trivia #2<br />What percentage of a typical worker’s day is spent searching for information?<br />1 percent<br />10 percen...
ANSWER<br />What percentage of a typical worker’s day is spent searching for information?<br />1 percent<br />10 percent <...
Trivia # 3<br />How much does lost productivity cost per year for 1,000 employees? <br />$100,000<br />$1 million<br />$5 ...
ANSWER<br />How much does lost productivity cost per year for 1,000 employees? <br />$100,000<br />$1 million<br />$5 mill...
Overview<br />Lets Get Started…BENEFITS of Integrating Microsoft Dynamics GP and Microsoft SharePoint<br />
Business Vision &Business Software<br />People &Processes<br />Company &Ecosystem<br />The ConnectedBusiness<br />Mapping ...
Role Tailored Experiences<br />Dynamics GP<br />Microsoft SharePoint and <br />Office Business Applications<br />“It looks...
Overview of Microsoft® SharePoint® Capabilities in Microsoft Dynamics GP®<br />BUSINESS PORTAL<br />Powered by SharePoint<...
Review: SharePoint 2010 Capability Areas<br /><ul><li>Extending the reach…
Better together…</li></li></ul><li>Extending the Reach Enhanced…. <br />Insight<br /><ul><li>Over 200 built in Excel ® rep...
PivotTables® and SmartList
Deploy reports to SharePoint or Outlook</li></ul>Productivity<br /><ul><li>Microsoft Office System UI
Role Tailored Home Pages
Simplify with Action Panes
Alerts and notifications to Microsoft Outlook ®</li></ul>Collaboration<br /><ul><li>Intranets
Business Portal
Document workspaces
Workflow functionality
Targeted searches</li></li></ul><li>Overview: Workflow in Microsoft Dynamics GP<br />New in 2010!<br />Vendor Approval<br ...
Sales Quote Approval
Customer Credit Limit Override Approval
General Ledger Batch Approval
Payables Management Batch Approval
Receivables Management Batch Approval
Employee Personnel Approval</li></li></ul><li>Dynamics GP Workflow<br />Example: Employee On Boarding Approval<br />
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SharePoint 2010 and Web Services: Extending Dynamics GP 2010 R2

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Presentation at SharePoint Saturday New York July 30, 2011 at Microsoft Manhattan on business intelligence, enterprise architecture and integrating workflows, portals, and dashboards for robust decision support solutions across the enterprise.

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Transcript of "SharePoint 2010 and Web Services: Extending Dynamics GP 2010 R2"

  1. 1. SharePoint 2010 and Web Services: Extending Dynamics GP 2010 R2 <br />SharePoint Saturday New York<br />Marie-Michelle Strah, PhD<br />July 30, 2011<br />
  2. 2. Welcome to #SPSNYC!<br />
  3. 3.
  4. 4. Marie-Michelle Strah, PhD<br />SharePoint Solutions Architect and Practice Lead<br />BroadPoint Technologies<br />Washington, DC<br />mstrah |@| broadpoint.net<br />Michelle |@| lifeincapslock.om<br />Twitter: @cyberslate<br />Blog: http://lifeincapslock.com<br />
  5. 5. Spread the Word<br />On Twitter<br />Handles:<br />@msdyncomm<br />@cyberslate<br />@broadpointtech<br />Hashtags:<br />#msdyncomm<br />#msdynerp<br />#spsnyc<br />#spsny<br />#sharepoint<br />#sp2010<br />
  6. 6. Objectives:<br /><ul><li>Benefits of integrating SharePoint and Dynamics
  7. 7. Overview of SharePoint and Dynamics GP
  8. 8. Workflow
  9. 9. Business Portal
  10. 10. Architecture Concerns
  11. 11. Way Forward</li></li></ul><li>Trivia # 1<br />How much data does a typical worker produce in a year?<br />100 megabytes<br />500 megabytes<br />1 gigabyte<br />3 gigabytes<br />
  12. 12. ANSWER<br />How much data does a typical worker produce in a year?<br />100 megabytes<br />500 megabytes<br />1 gigabyte<br />3 gigabytes<br />
  13. 13. Trivia #2<br />What percentage of a typical worker’s day is spent searching for information?<br />1 percent<br />10 percent <br />30 percent<br />60 percent<br />
  14. 14. ANSWER<br />What percentage of a typical worker’s day is spent searching for information?<br />1 percent<br />10 percent <br />30 percent<br />60 percent<br />
  15. 15. Trivia # 3<br />How much does lost productivity cost per year for 1,000 employees? <br />$100,000<br />$1 million<br />$5 million<br />$10 million<br />
  16. 16. ANSWER<br />How much does lost productivity cost per year for 1,000 employees? <br />$100,000<br />$1 million<br />$5 million<br />$10 million<br />
  17. 17. Overview<br />Lets Get Started…BENEFITS of Integrating Microsoft Dynamics GP and Microsoft SharePoint<br />
  18. 18. Business Vision &Business Software<br />People &Processes<br />Company &Ecosystem<br />The ConnectedBusiness<br />Mapping Technology with People and Process<br />
  19. 19. Role Tailored Experiences<br />Dynamics GP<br />Microsoft SharePoint and <br />Office Business Applications<br />“It looks like it was designed for me.“ <br />“I spend all day in Outlook.”<br />“All the information is at my fingertips.”<br />Composite<br />Made for Me<br />Immersive<br />
  20. 20. Overview of Microsoft® SharePoint® Capabilities in Microsoft Dynamics GP®<br />BUSINESS PORTAL<br />Powered by SharePoint<br />Architecture<br />Overlap with SharePoint (10 Key Business Area)<br />GP 2010 ENHANCEMENTS<br />Workflow<br />What’s new in 2010?<br />Business Portal<br />SHAREPOINT PORTAL<br />Planning<br />Decisions<br />Intranet<br />Extranet<br />Internet<br />SharePoint Foundation<br />SharePoint Server 2010<br />Enterprise Content Mgmt. (ECM)<br />
  21. 21. Review: SharePoint 2010 Capability Areas<br /><ul><li>Extending the reach…
  22. 22. Better together…</li></li></ul><li>Extending the Reach Enhanced…. <br />Insight<br /><ul><li>Over 200 built in Excel ® reports
  23. 23. PivotTables® and SmartList
  24. 24. Deploy reports to SharePoint or Outlook</li></ul>Productivity<br /><ul><li>Microsoft Office System UI
  25. 25. Role Tailored Home Pages
  26. 26. Simplify with Action Panes
  27. 27. Alerts and notifications to Microsoft Outlook ®</li></ul>Collaboration<br /><ul><li>Intranets
  28. 28. Business Portal
  29. 29. Document workspaces
  30. 30. Workflow functionality
  31. 31. Targeted searches</li></li></ul><li>Overview: Workflow in Microsoft Dynamics GP<br />New in 2010!<br />Vendor Approval<br />Electronic Signature Approval<br />Employee Onboard Approval<br />Action Step - Alert<br />Other Workflows!<br /><ul><li>Purchase Order Approval
  32. 32. Sales Quote Approval
  33. 33. Customer Credit Limit Override Approval
  34. 34. General Ledger Batch Approval
  35. 35. Payables Management Batch Approval
  36. 36. Receivables Management Batch Approval
  37. 37. Employee Personnel Approval</li></li></ul><li>Dynamics GP Workflow<br />Example: Employee On Boarding Approval<br />
  38. 38.
  39. 39.
  40. 40.
  41. 41.
  42. 42.
  43. 43.
  44. 44.
  45. 45.
  46. 46. Business Portal 5.1<br />Business Portal 5.0 or 4.x<br />Microsoft Office SharePoint Server (MOSS)<br />Windows SharePoint Services 3.0<br />x32 server<br />Microsoft SharePoint Foundation<br />Microsoft SharePoint Server 2010<br />x64 server<br />Workflow and Business Portal<br />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<br />5.1 Supports upgrade to new release without having to uninstall previous release. <br />
  47. 47. Top 10 Reasons for Business Portal<br />Add-on Applications<br />Business Portal<br />Role-based Framework<br />Out-of-the-box center pages, information pages, queries<br />Flexible, easyto Custom Fit<br />Easy to add SharePoint Web Parts<br />Help is single collection<br />IE 8 supported<br />New Key performance indicators (KPI’s) using SSRS 2008<br />Human resources self-service suite<br />Requisition management<br />Order management<br />Project time and expense<br />Electronic Document Delivery is replaced by Dynamics GP 2010 email feature <br />
  48. 48. Business Portal Report Center<br />Pages oriented for Finance, Sales, Purchasing, Inventory, Payroll, HR, Manufacturing, and Executive<br />Users can publish additional report types: <br />Dynamics GP reports<br />Financial reports<br />Excel reports<br />PDF/ XPS files, and SRS reports<br />Dynamics GP Report Scheduler can publish to Report Center<br />
  49. 49. Customer (customer address)<br />Customer sales and receivables<br />Sales order<br />Vendor<br />Purchase Order<br />Sales Item<br />GP 2010 R2 Business Portal External Lists<br />Service Calls<br />Return Documents<br />Employee<br />Projects<br />Posting Accounts<br />Manufacturing Order<br />Leveraging SharePoint Foundation<br />
  50. 50. SharePoint 2007 (MOSS) no longer needed. SharePoint Foundation is FREE.<br />It’s a brand new world!<br />GOOD NEWS in 2010<br />
  51. 51. Business Portal Installs as a SharePoint Site Collection<br />Inherits existing SharePoint implementation security, branding and policies<br />SPServer 2010 Only<br />Out of the Box<br />
  52. 52. SP<br />Foundation<br />SPServer 2010<br />
  53. 53. Out of the Box<br />
  54. 54. Business Portal 5.1 Security Model<br />
  55. 55. Dexterity Runtime Engine<br />XML / SOAP<br />SQL Stored Procedures / BizTalk / Microsoft Message Queue<br />
  56. 56. Enterprise Solutions: SharePoint as a Platform<br /><ul><li>Factor 1: Gather - do a solution inventory
  57. 57. Factor 2: Identify – solutions that match a strategic objective
  58. 58. Factor 3: Prioritize – score and categorize your solutions
  59. 59. Factor 4: Manage – actively manage the portfolio/implementations</li></li></ul><li>SharePoint Architecture and PlanningDifferences with Dynamics GP<br />Data Architecture:<br />SharePoint content databases<br />Data segmentation & isolation <br />UI/UX: <br />End user experience<br />Master pages and navigation<br />Security:<br />Legal and compliance issues<br />Backup and recovery plan<br />
  60. 60. Way Forward: Pros Cons<br />Easy to show ROI<br />“Hard” data<br />Out of the box dashboards<br />Supply chain, financial reporting, forecasting<br />Entry point to SharePoint<br />Structured vs. unstructured data<br />Licensing flexibility<br />Team Structure<br />Methodology<br />Dexterity<br />IPT<br />Audience (domain-specific)<br />
  61. 61. Dynamics GP 2010 & Office 365<br />SharePoint for O365 doesn’t support outside applications so today our GP workflow and BP apps will not work. <br />Today users have to manually deploy the Excel reports to SP. We’re working on deployment options for GP 2010 SP3.<br />Word – users can render reports and consumer reports but can’t edit templates.<br />Excel – users can read existing reports with data in them. Can’t render from GP or refresh data. <br />
  62. 62. Questions?<br />Thank you!<br />
  63. 63. Marie-Michelle Strah, PhD<br />SharePoint Solutions Architect and Practice Lead<br />BroadPoint Technologies<br />Washington, DC<br />mstrah |@| broadpoint.net<br />Michelle |@| lifeincapslock.om<br />Twitter: @cyberslate<br />Blog: http://lifeincapslock.com<br />
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