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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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SharePoint 2010 and Web Services: Extending Dynamics GP 2010 R2
SharePoint Saturday New YorkMarie-Michelle Strah, PhDJuly 30, 2011
Welcome to #SPSNYC!SharePoint Saturday New York City Schedule July 30 th, 2011
7:30am-8:30am
8:30am-8:50am
9:10am-10:25am 10:40am-11:55am 11:55am-12:55pm
12:55pm-2:10pm 2:25pm-3:40pm 4:00pm-5:15pm 5:30pm
Radio City REGISTRATION(Front Desk)
WELCOME(MPR)
Ruven Gotz Richard Harbridge Lunch/Session: Metalogix
Rick Taylor Michael Noel Sadalit Van Buren CLOSING(MPR)
Understanding Metadata – Working with stakeholders to build the taxonomy
The Steps to Effective SharePoint Governance
Administering SharePoint 2010 with PowerShell
Building the Perfect SharePoint 2010 Farm: Best Practices from the Field
Planning and Information Architecture: Assess Your SharePoint Maturity with the SharePoint Maturity Model
Palace Michael Mukalian Lori Gowin Lunch/Session:K2/BA-Insight
Matt Ranlett Scott Lavoie Sean McDonough
An Introduction to SharePoint 2010 Lists and Libraries
SharePoint 2010 Dropped in Your Lap? Start Here: SharePoint 2010 Administration 101
SharePoint 2010 – A 101 survey course for end users
The Best Practices and Pain Points of Implementing SharePoint Training
SharePoint 2010 and Your DR Plan: New Capabilities, New Possibilities!
Belvadere Bob Fox Eric Harlan LUNCH(Next to Carnegie)
Christian Buckley Adam Macaulay Virgil Carroll
Let's Migrate!: Planning a Migration
Let’s Migrate! – Part 2 Mastering SharePoint Migration Planning
Office Apps and SharePoint Apps – Client and Server Connected
How to Facilitate the Government out of Governance
Tavern on the Green Dux Raymond Sy Chris Geier Kris Wagner Bert Johnson Brendon Schwartz
Jumpstart Project Management Success with SharePoint Online
SharePoint Online, What’s New and Improved that will Make Your Job Easier
The Business Value (and The Way We Work and Live)
Deployment Strategies Create Enterprise Communities with SharePoint Online in Office 365
Bethesda Christian Holslin Adaptive Corporation John Peluso Axceler Paul Schaeflein
Advanced Scorecards with PerformancePoint and SharePoint 2010
Using ShareVis To Create Complex InfoPath-based Workflows Without Programming or Forms Server!
Taming the SharePoint Storage Beast
Charity speaking sessions from Sponsors to Come Soon
My License Expired But It's Still Me! - Identity in SharePoint 2010
Carousel Brett Lonsdale Fabian Williams Bill Wolff Tom Daly Cathy Dew
Make SharePoint your information hub with BCS
Connectivity to just about ANYTHING with Business Connectivity Services (BCS)
Developing Custom Solutions for the Sandbox
Intro to Branding SharePoint 2010 Extreme Makeover: SharePoint Edition
Broadway Linc Williams Parth Patel Nicholas Bischiotti Geoff Varosky Brian Culver
SharePoint Governance - The Art of the Possible
WCM with SharePoint 2010 SharePoint 2010 Search Driven Design Patterns: Better Portal Designs with Fewer Compromises
Planning and Configuring Extranets in SharePoint 2010
Boost the Performance of SharePoint Today!
New Amsterdam Ed Musters Leonardo Souza Mike Oryszak Peter Ward Jeremy Thake
How Do You Test SharePoint 2010 Applications?
The Architecture of Search in SharePoint 2010 – SharePoint Search and FAST Search detailed
Developing Reusable Workflow Features
SharePoint Governance, how to successfully implement collaboration change management
Deep dive into feature versioning and upgrade support in SharePoint 2010
Marquis Mostafa Elzoghbi Daniel Hartshorn Paul Swider Ivan Sanders Kevin Goff
Building PerformancePoint Services solutions (PPS) in SharePoint 2010
Understanding and Using the BI Indexing Connector
InfoPath Form Services with SQL Services Reporting
Presenting Business Intelligence with SharePoint 2010
PowerPivot - beyond the first worksheet - DAX and SharePoint integration
Majestic Shadeed Eleazer Jen Dodd Chris McNulty Marie-Michelle Strah Jennifer Kenderdine
7 Habits of Highly Effective SharePoint Professionals
How to Create World Peace in SharePoint 2010 using Visio Services
Together Forever – Project Server 2010 and SharePoint 2010
SharePoint 2010 and Web Services: Extending Dynamics GP 2010 R2
InfoPath Forms and Web Parts
Ambassador Rob Windsor Talbott Crowell Peter Serzo Mark Rackley David Berry
Advanced SharePoint Web Part Development
Exploring SharePoint with F# Limitless – The 2010 Content Query Web Part
SharePoint & jQuery – What I wish I would have known
ILM and SharePoint 2010
Marie-Michelle Strah, PhDSharePoint Solutions Architect and Practice LeadBroadPoint TechnologiesWashington, DC
mstrah |@| broadpoint.netMichelle |@| lifeincapslock.omTwitter: @cyberslateBlog: 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 # 1How much data does a typical worker produce in a year?
1. 100 megabytes2. 500 megabytes3. 1 gigabyte4. 3 gigabytes
ANSWERHow much data does a typical worker produce in a year?
1. 100 megabytes2. 500 megabytes3. 1 gigabyte4. 3 gigabytes
Trivia #2What percentage of a typical worker’s day is spent
searching for information?
1. 1 percent2. 10 percent 3. 30 percent4. 60 percent
ANSWERWhat percentage of a typical worker’s day is spent
searching for information?
1. 1 percent2. 10 percent 3. 30 percent4. 60 percent
Trivia # 3How much does lost productivity cost per year for
1,000 employees?
1. $100,0002. $1 million3. $5 million4. $10 million
ANSWERHow much does lost productivity cost per year
for 1,000 employees?
1. $100,0002. $1 million3. $5 million4. $10 million
Lets Get Started…
BENEFITS of Integrating Microsoft Dynamics GP and Microsoft SharePoint
Overview
The ConnectedBusiness
Mapping Technology with People and Process
Microsoft SharePoint and Office Business Applications
Dynamics GP
Role Tailored Experiences
“I spend all day in Outlook.”
“All the information is at my fingertips.”
“It looks like it was designed for me.“
Composite Made for MeImmersive
Overview of Microsoft® SharePoint® Capabilities in Microsoft Dynamics GP®
BUSINESS PORTAL
Powered by SharePointArchitectureOverlap with SharePoint (10 Key Business Area)
GP 2010 ENHANCEMENTS
WorkflowWhat’s new in 2010?Business Portal
SHAREPOINT PORTAL
PlanningDecisionsIntranetExtranetInternetSharePoint FoundationSharePoint Server 2010Enterprise Content Mgmt. (ECM)
Review: SharePoint 2010 Capability Areas
• Extending the reach…
• Better together…
Productivity• Microsoft Office System UI• Role Tailored Home Pages• Simplify with Action Panes• Alerts and notifications to
Microsoft Outlook ®
Insight• Over 200 built in Excel ®
reports• PivotTables ® and SmartList• Deploy reports to SharePoint
or Outlook
Collaboration• Intranets• Business Portal• Document workspaces• Workflow functionality• Targeted searches
Extending the Reach Enhanced….
Overview: Workflow in Microsoft Dynamics GP
New in 2010!
Vendor ApprovalElectronic Signature ApprovalEmployee Onboard ApprovalAction 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 WorkflowExample: Employee On Boarding Approval
Business Portal 5.0 or 4.x
Business Portal 5.1
Microsoft SharePoint FoundationMicrosoft SharePoint Server 2010x64 server
W o r k fl o w a n d B u s i n e s s P o r t a l
Microsoft Office SharePoint Server (MOSS)Windows SharePoint Services 3.0x32 server
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
• Role-based Framework• Out-of-the-box center pages,
information pages, queries• Flexible, easy
to 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
Business Portal Add-on Applications
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 receivablesSales orderVendorPurchase OrderSales Item
GP 2010 R2 Business Portal External Lists
Leveraging SharePoint Foundation
Service CallsReturn DocumentsEmployeeProjectsPosting AccountsManufacturing Order
GOOD NEWS in 2010
SharePoint 2007 (MOSS) no longer needed.
SharePoint Foundati on i s FREE.
I t ’s a brand new wor ld!
Business Portal Installs as a SharePoint Site Collection
SPServer 2010 Only
Out of the Box
Inherits existing SharePoint
implementation security, branding and policies
SPServer 2010
SPFoundation
Out of the Box
• Lists, Libraries, Sites
SharePoint Security
• Synchronize with SP / May or may not correspond• Business Entities (GP records / attributes / data access)• Dynamics GP ID’s (advanced)
Microsoft Business Framework
• Business Connectivity Services• Microsoft Dynamics Security console / snap in for
Microsoft Management Console
Web Services (LOB/Back Office)
Business Portal 5.1 Security Model
Dexterity Runtime Engine
XML / SOAP
SQL Stored Procedures / BizTalk / Microsoft
Message Queue
• 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
Enterprise Solutions: SharePoint as a Platform
Project Management Portfolio Management
SDLCDynamics SureStep
Methodology
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
Information Architecture
Governance
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)
Application O365 (E1) O365 (E2) O365 (E3) O365 (E4)
Word Not Offered Partial(render & read)
Yes Yes
Excel Not Offered Partial(read & edit)
Yes Yes
Outlook Read Only(non Mapi)
Read Only(non Mapi)
Yes Yes
Lync Partial(presence & IM)
Partial(presence & IM)
Yes Yes
SharePoint1 Partial2 (manually deployed reports)
Partial2 (manually deployed reports)
Partial2 (manually deployed reports)
Partial2 (manually deployed reports)
1. SharePoint for O365 doesn’t support outside applications so today our GP workflow and BP apps will not work.
2. Today users have to manually deploy the Excel reports to SP. We’re working on deployment options for GP 2010 SP3.
3. Word – users can render reports and consumer reports but can’t edit templates.4. Excel – users can read existing reports with data in them. Can’t render from GP or refresh
data.
DYNAMICS GP 2010 & OFFICE 365
Questions?
Thank you!
Marie-Michelle Strah, PhDSharePoint Solutions Architect and Practice LeadBroadPoint TechnologiesWashington, DC
mstrah |@| broadpoint.netMichelle |@| lifeincapslock.omTwitter: @cyberslateBlog: http://lifeincapslock.com