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 …

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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  • 1. SharePoint 2010 and Web Services: Extending Dynamics GP 2010 R2
    SharePoint Saturday New York
    Marie-Michelle Strah, PhD
    July 30, 2011
  • 2. Welcome to #SPSNYC!
  • 3.
  • 4. Marie-Michelle Strah, PhD
    SharePoint Solutions Architect and Practice Lead
    BroadPoint Technologies
    Washington, DC
    mstrah |@| broadpoint.net
    Michelle |@| lifeincapslock.om
    Twitter: @cyberslate
    Blog: http://lifeincapslock.com
  • 5. Spread the Word
    On Twitter
    Handles:
    @msdyncomm
    @cyberslate
    @broadpointtech
    Hashtags:
    #msdyncomm
    #msdynerp
    #spsnyc
    #spsny
    #sharepoint
    #sp2010
  • 6. Objectives:
    • Benefits of integrating SharePoint and Dynamics
    • 7. Overview of SharePoint and Dynamics GP
    • 8. Workflow
    • 9. Business Portal
    • 10. Architecture Concerns
    • 11. Way Forward
  • Trivia # 1
    How much data does a typical worker produce in a year?
    100 megabytes
    500 megabytes
    1 gigabyte
    3 gigabytes
  • 12. ANSWER
    How much data does a typical worker produce in a year?
    100 megabytes
    500 megabytes
    1 gigabyte
    3 gigabytes
  • 13. Trivia #2
    What percentage of a typical worker’s day is spent searching for information?
    1 percent
    10 percent
    30 percent
    60 percent
  • 14. ANSWER
    What percentage of a typical worker’s day is spent searching for information?
    1 percent
    10 percent
    30 percent
    60 percent
  • 15. Trivia # 3
    How much does lost productivity cost per year for 1,000 employees?
    $100,000
    $1 million
    $5 million
    $10 million
  • 16. ANSWER
    How much does lost productivity cost per year for 1,000 employees?
    $100,000
    $1 million
    $5 million
    $10 million
  • 17. Overview
    Lets Get Started…BENEFITS of Integrating Microsoft Dynamics GP and Microsoft SharePoint
  • 18. Business Vision &Business Software
    People &Processes
    Company &Ecosystem
    The ConnectedBusiness
    Mapping Technology with People and Process
  • 19. Role Tailored Experiences
    Dynamics GP
    Microsoft SharePoint and
    Office Business Applications
    “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
  • 20. Overview 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)
  • 21. Review: SharePoint 2010 Capability Areas
    • Extending the reach…
    • 22. Better together…
  • Extending the Reach Enhanced….
    Insight
    • Over 200 built in Excel ® reports
    • 23. PivotTables® and SmartList
    • 24. Deploy reports to SharePoint or Outlook
    Productivity
    • Microsoft Office System UI
    • 25. Role Tailored Home Pages
    • 26. Simplify with Action Panes
    • 27. Alerts and notifications to Microsoft Outlook ®
    Collaboration
    • Intranets
    • 28. Business Portal
    • 29. Document workspaces
    • 30. Workflow functionality
    • 31. Targeted searches
  • Overview: Workflow in Microsoft Dynamics GP
    New in 2010!
    Vendor Approval
    Electronic Signature Approval
    Employee Onboard Approval
    Action Step - Alert
    Other Workflows!
    • Purchase Order Approval
    • 32. Sales Quote Approval
    • 33. Customer Credit Limit Override Approval
    • 34. General Ledger Batch Approval
    • 35. Payables Management Batch Approval
    • 36. Receivables Management Batch Approval
    • 37. Employee Personnel Approval
  • Dynamics GP Workflow
    Example: Employee On Boarding Approval
  • 38.
  • 39.
  • 40.
  • 41.
  • 42.
  • 43.
  • 44.
  • 45.
  • 46. 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.
  • 47. 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
  • 48. 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
  • 49. 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
  • 50. SharePoint 2007 (MOSS) no longer needed. SharePoint Foundation is FREE.
    It’s a brand new world!
    GOOD NEWS in 2010
  • 51. Business Portal Installs as a SharePoint Site Collection
    Inherits existing SharePoint implementation security, branding and policies
    SPServer 2010 Only
    Out of the Box
  • 52. SP
    Foundation
    SPServer 2010
  • 53. Out of the Box
  • 54. Business Portal 5.1 Security Model
  • 55. Dexterity Runtime Engine
    XML / SOAP
    SQL Stored Procedures / BizTalk / Microsoft Message Queue
  • 56. Enterprise Solutions: SharePoint as a Platform
    • Factor 1: Gather - do a solution inventory
    • 57. Factor 2: Identify – solutions that match a strategic objective
    • 58. Factor 3: Prioritize – score and categorize your solutions
    • 59. Factor 4: Manage – actively manage the portfolio/implementations
  • SharePoint Architecture and PlanningDifferences with Dynamics GP
    Data Architecture:
    SharePoint content databases
    Data segmentation & isolation
    UI/UX:
    End user experience
    Master pages and navigation
    Security:
    Legal and compliance issues
    Backup and recovery plan
  • 60. Way Forward: Pros Cons
    Easy to show ROI
    “Hard” data
    Out of the box dashboards
    Supply chain, financial reporting, forecasting
    Entry point to SharePoint
    Structured vs. unstructured data
    Licensing flexibility
    Team Structure
    Methodology
    Dexterity
    IPT
    Audience (domain-specific)
  • 61. Dynamics GP 2010 & Office 365
    SharePoint for O365 doesn’t support outside applications so today our GP workflow and BP apps will not work.
    Today users have to manually deploy the Excel reports to SP. We’re working on deployment options for GP 2010 SP3.
    Word – users can render reports and consumer reports but can’t edit templates.
    Excel – users can read existing reports with data in them. Can’t render from GP or refresh data.
  • 62. Questions?
    Thank you!
  • 63. Marie-Michelle Strah, PhD
    SharePoint Solutions Architect and Practice Lead
    BroadPoint Technologies
    Washington, DC
    mstrah |@| broadpoint.net
    Michelle |@| lifeincapslock.om
    Twitter: @cyberslate
    Blog: http://lifeincapslock.com