Integrating Microsoft Dynamics GP with Office SharePoint Server 2007 Anthony CrossSr. Product ManagerMicrosoft Corporation

BAS200

Join the Microsoft Dynamics Community

Identify SharePoint Opportunities with Microsoft Dynamics GP

Session Objectives

Complement your existing Microsoft technology investments with Microsoft Dynamics GP

Dynamics Business Management

Supply ChainManagement

FinancialManagement

Customer RelationshipManagement

>80% info in individual hard drives

20% of work time is spent on email per

day

9 hours a week searching for

info

>40% of ERP implementations haveuser adoption issues

55% CRM projects failed to meet

users’ expectations

“Individuals hold the key to the knowledge economy and most of it is lost when they leave the enterprise” Gartner

Productivity Issues Today

Reality of Information Work

Bring Two Worlds Together

Unstructured

Structured

InfrastructureDeskto

pData

Center

What is “Information Work”?

Create Invoice

RetireLead

CompleteSaleClosed?Create

QuoteCreateOppt’yQualified?Create

Lead

Approve proposed response

Unstructured

Assemble proposed response

Decide discount strategy

Cost out the solution

Estimate custom design

Validate specs with Tech Sales

Get specs from

customer

Structured

Deliver goods

Information Workers

15%

Benjamin(Marketing Manager)

Vince(Operations Manager)

Debra(OfficeManager)

Terrence (OutboundTechnician)

BusinessManagement

SolutionCustomer

Expen

sesRevenue

Pers

onal

85%

15%

Power Users

InformationWorkers

 

John DooleyPartner Technology SpecialistMicrosoft Corporation

Microsoft Dynamics GP and Office SharePoint Server 2007 

Document Creation

Collaboration

Search

Processes

ERPCRM

Ad Hoc WorkflowsAnd Tasks

StructuredData

Hard Drivesand File Shares

EnterpriseApps

RelationalDatabase

Traditional ITInvestmentsTraditional ITInvestments

UnstructuredWork

UnstructuredWorkCoordinate

teams & share

knowledge

Simplify access to business

applications

Find and use information

Manage content with security & compliance

Automate business process

Use data to drive

business decisions

People As Middleware

12

Does the ERP system do enough today?

New Customers creation

Is there a process to create a customer?

Is there more than oneparticipant in the process?

Does every company do it the same way?

Does the typical ERP System do all the things that need to be done to create a customer?

Present day data centric applications need to change

13

Simple Data Focused ExampleAdding a customer

• Collect the information• Confirm complete and correct• Assign Sales and Territory• Establish credit limit• Establish and collect Tax information records• Review selling/contractual obligations• Send welcome kit• Create customer record in the BackOffice• Notify sales rep of customer #

In the past most ERP systems often ignored processes and workflow and focused on data Changing this requires an adaptable “role” and process centric application 14

Fill out new customer form Sales Rep Not typically

Collect the customer information

Shared- Cust,Rep,Admin

Maybe

Confirm complete and correct

Admin,Accounting Yes

Assign Sales and Territory Sales Admin MaybeEstablish credit limit Accounting Mgt YesEstablish and collect Tax information records

Accounting Admin Maybe

Review selling/contractual obligations

Legal/Sales/Finance Not typically

Review and approve customer

Committee/Finance Not typically

Send welcome kit Sales Admin MaybeCreate customer record in Great Plains

Finance/ Sales Order Admin

Yes

Notify sales rep of customer #

Accounting / Admin/ Rep

Maybe

Simple Data Focused ExampleTasks to create a customer Owner Biz App User

Microsoft Dynamics GP V10

BusinessProcess

PersonalProductivit

y

Ready

Together

Workflow

Search

Server Side Business

Intelligence

Client Side Business Intelligence

User Interface

Task Panes and lists

175 Excel Report Templates

Excitement of the first day at a new job

Kevin Browne – VP of Sales(1) Enters Employee Setup Request for Monica Brink

New Hire Process Roles

Ken Kunos – Accounting Manager(1) Completes Recruiting Fees section of Employee Setup form

and submits AP Voucher to GP

Tim Litton – IT(1) Fills in Monica’s computer specification on Employee Setup

request and submits PO to GP(2) Adds Monica to Domain

18

Tim Litton Submits Purchase Order for Processing(1) Reviews PO for Monica’s Computer in GP(2) Submits the Purchase Order for approval

PO Process Roles

Ken Kunos – Accounting Manager(1) Reviews the details of PO using SharePoint Server(2) Provides final sign off on PO using SharePoint Server

Phyllis Rago – Purchasing Manager(1) Reviews details of PO using Dynamics GP(2) Approves PO and Send to Ken for final Approval

Alicia Stevens – Payables & Purchasing Entry(1) Views PO workflow history in Dynamics GP and continues

to process document

19

The New Hire on-boarding Process

demo

Vince – Operations Manager(1) Accesses the Overstocked Items report in Microsoft Office Excel

from the Microsoft Dynamics GP Report List.(2) Modifies an Excel report and stores it on the Microsoft Office

SharePoint Server for Charlie to view.

BI Demo Flow

Kevin – Sales Manager(1) Uses Windows Internet Explorer to access a Microsoft SQL

Server Reporting Services Report on the road to verify an order can be fulfilled to meet a customer’s needs.

Charlie – President(1) Accesses report using Outlook(2) Can refresh the data in the report at any time to make sure he

has the most up to date information.

demo

Business Intelligence

Post Event DVD brought to you courtesy of:

SUBMIT AN EVALUATION

For a chance to win an 8GB ZUNE!Submit evaluations on

MySPC www.MicrosoftSharePointConferenc

e.com

© 2008 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.

The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after

the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.