SharePoint 2010 and Web Services: Extending Dynamics GP 2010 R2

SharePoint 2010 and Web Services: Extending Dynamics GP 2010 R2
SharePoint Saturday New York
Marie-Michelle Strah, PhD
July 30, 2011

Welcome to #SPSNYC!

SharePoint Solutions Architect and Practice Lead
BroadPoint Technologies
Washington, DC
mstrah |@| broadpoint.net
Michelle |@| lifeincapslock.om
Twitter: @cyberslate
Blog: http://lifeincapslock.com

Spread the Word
On Twitter
Handles:
@msdyncomm
@cyberslate
@broadpointtech
Hashtags:
#msdyncomm
#msdynerp
#spsnyc
#spsny
#sharepoint
#sp2010

Objectives:
Benefits of integrating SharePoint and Dynamics
Overview of SharePoint and Dynamics GP
Workflow
Business Portal
Architecture Concerns
Way Forward

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 Started…BENEFITS of Integrating Microsoft Dynamics GP and Microsoft SharePoint

Business Vision &Business Software
People &Processes
Company &Ecosystem
The ConnectedBusiness
Mapping Technology with People and Process

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

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)

Review: SharePoint 2010 Capability Areas
Extending the reach…
Better together…

Extending the Reach Enhanced….
Insight
Over 200 built in Excel ® reports
PivotTables® and SmartList
Deploy reports to SharePoint or Outlook
Productivity
Microsoft Office System UI
Role Tailored Home Pages
Simplify with Action Panes
Alerts and notifications to Microsoft Outlook ®
Collaboration
Intranets
Business Portal
Document workspaces
Workflow functionality
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
Sales Quote Approval
Customer Credit Limit Override Approval
General Ledger Batch Approval
Payables Management Batch Approval
Receivables Management Batch Approval
Employee Personnel Approval

Dynamics GP Workflow
Example: Employee On Boarding Approval

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

SharePoint 2007 (MOSS) no longer needed. SharePoint Foundation is FREE.
It’s a brand new world!
GOOD NEWS in 2010

Business Portal Installs as a SharePoint Site Collection
Inherits existing SharePoint implementation security, branding and policies
SPServer 2010 Only
Out of the Box

SP
Foundation
SPServer 2010

Out of the Box

Business Portal 5.1 Security Model

Dexterity Runtime Engine
XML / SOAP
SQL Stored Procedures / BizTalk / Microsoft Message Queue

Enterprise Solutions: SharePoint as a Platform
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/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

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)

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.

Questions?
Thank you!

SharePoint Solutions Architect and Practice Lead
BroadPoint Technologies
Washington, DC
mstrah |@| broadpoint.net
Michelle |@| lifeincapslock.om
Twitter: @cyberslate
Blog: http://lifeincapslock.com

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SharePoint 2010 and Web Services: Extending Dynamics GP 2010 R2

by Marie-Michelle Strah, PhD

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