msdn-evening microsoft dynamics nav · •automatic or manual operation. outlook syncronization...

MSDN-evening Microsoft Dynamics NAV

Employee Portal – Stylesheet tool – MOSS – Office 2007

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Agenda

• Outlook Integration

• Stylesheets

• Record links

• Employee Portal

• Sharepoint functionalities

• Metadata

• Workflow

• Excel Services

• Infopath

Develop Customer

Relationships

Improve

Operations

Drive

Innovation

Build Partner

Connections

2

People Drive Business Outcomes

Simplify how people work

together

Reduce IT costs and

improve security

Help protect and manage content

Find information and improve

business insight

A New World of WorkTrends Role of

Software

Cost pressure

Always on, always connected

Transparent organization

One world of business

3

Secure, Well-Managed Infrastructure

Business Productivity InfrastructureStreamline the way people do business with 2007 Office system

11

BusinessIntelligence

Enterprise Content

Management

UnifiedCommunications

and Collaboration

Enterprise Search

Office Business Application Services

Workflow Business Data

Catalog

Extensible UI Open XML

File Formats

Website AndSecurity Framework

Forms

PersonalProductivity

Document Approval

Employee On-Boarding

Product Live Cycle

Management

Process ImprovementsAnd Automation

processes

A People_Ready Process is the solution to a business process problem leveraging various technologies like

workflow and forms within Office and SharePoint.

Vision for Microsoft Office Integration

Dynamics NAV

Microsoft Outlook

Microsoft Word

Microsoft Excel

Microsoft SharepointR

eco

rd L

inks

Outlook Synchronization




FREEDOM

•No limitations about what data can be synchronized

•Role-based synchronization setup

•Flexible configuration

CONTROL

•Robust error and conflict control

•Automatic or manual operation

Outlook Syncronization


– Define basic synchronization concepts

– Set up the synchronization user

– Set up entity mappings

– Set up synchronization levels

– Set up troubleshooting

– View the synchronization progress

Outlook Synchronization – Compared with the Previous Version

Old Outlook Integration New Outlook Synchronization

Based on events Based on periodic activities or a user request

Very few customization options Highly customizable from both Microsoft Dynamics NAV and OutlookBased on the user ID and the settings made in the synchronization setup

Based on the settings for a specific salesperson Based on the user ID and the settings made in the synchronization setup

Sending notifications about changes in Microsoft Dynamics NAV

In Outlook, the user can access the summary of items synchronized, created, modified, or deleted, or the summary of synch. conflicts

Outlook Synchronization – User Roles

For the Outlook synchronization, these user roles are applicable:

• User– Permissions are limited to viewing most of the

synchronization objects

– Cannot change any synchronization related objects

• Power User– Can change other users’ credentials and preferences

– Can only operate with the user setup functionality

• Administrator– Can define the direction of the synchronization and change

the mapping schema for other synchronization user roles

Technical Overview

Outlook Dynamics NAV

Add-in Database

Application Server

Job Queue

C/Front

Demo Synchronisation @ work

Demo – Synchronisation @ work

Conclusion – Outlook Synchronization

The Outlook Synchronization for Microsoft Dynamics NAV 5.0 provides a flexible control over how the synchronization process performs and offers new features not available before:

•Role-based approach.

•Control the influence of employees to the company data.

•No limitations as to what data can be synchronized.

•It is only up to the administrator or the power user to decide what data can be updated.

•Flexible setup.

•The user can define criteria for synchronization within the limits set by the administrator.

•Robust error and conflict control.

•The user can either leave it to the system how to resolve data conflicts or work on each case manually.

•Periodic or user requested operation.

•The system is able to determine what data needs to be synchronized at every synchronization session and make the required changes.

12/20/2007 Style Sheets 16

Dynamics-NAV 5.0 Style Sheets

Style Sheet Tool

Export to Word and Excel

Office XMLExport to Word and Excel

• Export any form to Word or Excel using Office XML

• Export all types of forms to other relevant Microsoft products

• Customizable style sheets for your specific needs


• Benefits:– View your data in your Microsoft

Office application

– Send data to users without Microsoft Dynamics NAV installed

– Present information in a way that best suits the target audience

– Generic solution that allows the user to export data in a simple manner, without additional programming


• Technique

– WYSIWYG principle

– Format used: XML format

• Documents default saved as XML

– Use of special stylesheet: XSLT

• Extensible Stylesheet language

– Built-In default stylesheets

– Customised stylesheets

Integration to other products

Integration to other Microsoft Products• Integrate to a variety of other MS products

• Develop special style sheets to do so

• Is business opportunity for partner organisations

Adding special stylesheets?• XSLT stylesheet

• Template document used to transform XML documents into other XML documents

• Variety of tools to do so

• See special whitepaper ”Creating XML stylesheets for data export for microsoft dynamics-nav”

Use of XSLT stylesheet

Stylesheet tool for Word

12/20/2007 'Reporting Services' 22

Export to Word and Excel – Conclusion

• The new Export to Word and Excel functionality in Microsoft Dynamics NAV 5.0 opens up a new world of possibilities to export data and modify it in the Microsoft Office tools that the user finds suitable for different business purposes.

• The possibility to define style sheets offers the partner organizations and super users new business opportunities to customize business data to suit individual business needs.

• The enhancements above all add to a more user-friendly and dynamic environment.

Record Links

Record Links

Record Links - Objectives

Record Links

– Use Microsoft Dynamics NAV as the bridge to the company document management system.

– Create links from Microsoft Dynamics NAV forms to related documents and SharePoint sites.

– Open a linked document from Microsoft Dynamics NAV.

Record links

• Attach – any external document or Microsoft Sharepoint

repository

– to any Microsoft Dynamics NAV entitiy

• Benefits:– Provides users with better overview

of relevant information.

– Available from all forms

• Bridge the gap between the unstructured information in e-mails, local folders, and web sites, and the structured information in a document management system.

• Access to documents and SharePoint libraries from within Microsoft Dynamics NAV.

• Links are automatically moved between related documents

Record Links - Introduction

Record Links – Create a link

Links can be created by– using link icon

– Crl+L

Link what– Any document (sharepoint,fileserver,..)

– Websites

Delete Links– Press delete – confirm dialog

– Only the link to the document is deleted, not the document itself

Moving Links– General rule:

• posting of a document: link is copied to posted document

• Link is copied if function is called that creates related documents

Record Links – Conclusion

• The enhanced integration possibilities in Microsoft Dynamics NAV version 5.0 makes it possible to create links to related documents in any document management system.

• This provides strengthened possibilities for structuring related information in complementary Microsoft systems and allows for a better overview of information.

• A document management system provides extensive possibilities for sharing information, for example between work teams across countries/regions or companies, in addition to version control.

Employee Portal

12/20/2007 'Reporting Services' 30

Employee Portal Key Benefits

• Easy to set up Web-based interface

• Reduces training time and costs

• Increases employee productivity

Easy to set up Web-based interface

• employees use a Web-based interface to:

– Get quick updates of real-time business information such as invoices, customer data and reports

– Modify information that is then immediately updated directly in your business system

– Access and share business-related Microsoft Office documents

Reduces training time and costs

• If your employees have surfed the Internet they have all the experience they need to use EP.

• Employee Portal was developed with user in mind intuitive and simple to use.

• There are no extra software costs. WSS included in Windows Server 2003.

• Framework is intuitive and requires minimal programming.

- out-of-the-box .NET based Web parts

- easy to configure on Navision backend.

Increases employee productivity

• Saves employees time by giving instant access to information they need.

• Without having to be set up as users, or having to learn a new system, your staff gets access to.

– Analytical reports

– Real-time integrated data

– Sales and service tools

• Employees remain focused on relevant data, and don't waste time struggling to learn a system that they really don't need to use.

• Create work-group intranets where information is filtered according to specific interest, for example, a launch portal for a new product

Architecture

Conclusion

Key Features Description

WINDOWS

SHAREPOINT

SERVICES

Helps teams share information, collaborate on documents, and collect

team knowledge over the Internet or your corporate network

Encrypted communication and detailed security options

Included in Microsoft Windows 2003 (& SharePoint Portal Server 2003)

OUT-OF-THE-BOX

.NET WEB PARTS

List Web Part displaying a list of customers, vendors or orders

Card Web Part display a detailed view of data, like, customer cards

Header/Line Web Part display information such as orders

MULTILANGUAGE-

ENABLED

Information can be made available in different languages.

SECURE WEB ACCESS Allow employees to work directly on your intranet, without having to be

set up and trained in Navision.

The system encrypts communication to secure your data

ACCESS CONTROL Manage content and access by user or group

Personalize settings and default properties

How Microsoft Office SharePoint Server

2007 Lights Up Office 2007 Client

Comparing the capabilities and included applications of Microsoft Office

SharePoint Server 2007, Microsoft Office Professional Plus 2007,

Microsoft Office Enterprise 2007 suites

SharePoint Calendar SynchronizationOffice Enterprise/Professional Plus and– SharePoint Calendars

Connect Calendar to

Outlook

Overlay View

Create new appointment on team calendar

Appointment Appears on

Team Calendar

Server Licenses Client Access Licenses Client Application Licenses

Office SharePoint Server 2007

SQL Server

Windows Server 2003

Office SharePoint Server Standard CAL

SQL Server CAL (or SQL Server per

Processor licensing)

Windows Server 2003 CAL

Office Enterprise or Professional Plus

suite

39

SharePoint List AccessOffice Enterprise/Professional Plus and– SharePoint lists and Access

Create List on SharePoint Site

Select Open with Access option

Create linked DB on local machine

Easily create good-looking report in

Access

Changes to DB can be published

back to SharePoint



SQL Server

Windows Server 2003






suite

40

Internal/External CollaborationOffice Enterprise - Groove

Create a Groove workspace and invite internal and external

participants using E-mail addresses

Everyone has all related information in one place in an

encrypted workspace

People work online or offline, with most recent versions of all

items

Only changed information travels across the network. No VPN is

required to get the latest updates. Each person sees

change and presence information

Optionally, synchronize updated versions to SharePoint for wider

consumption, versioning or archiving



SQL Server

Windows Server 2003





Office Enterprise

41

PowerPoint Slide LibrariesOffice Enterprise/Professional Plus and Office SharePoint Server 2007

Create Presentation In

PowerPoint 2007

Publish to Slide Library from

PowerPoint 2007

Select Multiple Slides

Insert Slide(s) from Slide

Library

Checking for Updates



SQL Server

Windows Server 2003






suite – or Office PowerPoint 2007

Standalone 42

Enterprise Content ManagementOffice Enterprise/Professional Plus and Office SharePoint Server 2007

Create Document in Word 2007

Publish Document to Content

Management Server

Start Workflow in Word 2007

Workflow Participants get task in e-mail

Review Document in Word 2007

Complete Task in Word 2007



SQL Server

Windows Server 2003






suite – or Office Word, Excel or

PowerPoint 2007 Standalone. 43

Metadata captureOffice Enterprise/Professional Plus - Custom Document Properties Panel

44

Custom Document Property Panel

enhances ability to capture metadata –

designed with InfoPath and hosted on trusted

server.

Excel ServicesOffice Enterprise/Professional Plus and Office SharePoint Server 2007

Create spreadsheet in

Excel 2007

Publish to Report Library

Specify component

visibility

Configure input cells

Work with Spreadsheet in

Browser



SQL Server

Windows Server 2003

Both Office SharePoint Server Standard

and Enterprise CALs





suite – or Excel 2007 Standalone

45

Electronic Forms ExperienceBrowser and InfoPath client forms

Standard – Browser-based forms

Enterprise / Professional Plus

InfoPath Client forms

46

Workflow and Forms Services for People-Driven Process Management

# o

f p

roc

ess i

nsta

nces

Low

High

Types of Workflows and Tools used

Microsoft Confidential.48

•Email Attachments

•Routing and Approval

•Review – Approval

•Signature collection

•East Asian workflow

•Office Server Features

•List Moderation

•Publishing Process

•Document Archiving

Form Driven

•Service Requests

•Asset Tracking

•New EmployeeOn-Boarding

Document Driven

•Spec Review

•Weekly Status Report

•Publishing/Archiving

•Purchase orders

•Opportunity to Cash*

•Product lifecycle mgmt*

Level

of

pre

defi

ned

str

uctu

re

High

Low

Document Routing and Approval Processes

Custom Document and Forms Processes

LOBApps

* Provided via partner applications.

Desktop Client

Collaboration Server

Windows Workflow Foundation

Office Workflow Platform

Deploy and Execute custom workflows

Built in workflow templates

Workflow monitoring

Workflow UI integration with Office client

Workflow UI integration with Office SharePoint Server

Start workflows

Interact with workflows

Platform

Windows Workflow Foundation

Platform

Microsoft Confidential.50

Desktop Client

Collaboration Server

Office Workflow Design Tools

“Use forms to gather information which

initiates a workflow.”

“Use forms to manage

document meta data and related

workflow status.”

“Use workflow forms to add and configure

a workflow.“

“Use workflow forms to complete tasks or interact with a workflow.”

The Role of InfoPath Forms ServicesThe right form for the right task

Browser based form that starts a

process

Form based document information panel to manage meta data

Form to configure workflow settings

Form to interact with workflow

The Role of SharePoint DesignerWorkflow Design made easy

Customize SharePoint Sites

Design Page Layouts for Web Content Management [MOSS only]

Design and Create Workflows

Build Workflow enabled Composite SharePoint Apps

Users are Business IT and DEV

The Role of Visual StudioLeverage Windows Workflow Foundation (WF)

Design complex workflows

Use the WF SDK and it’s graphical workflow designer

Develop and deploy your own workflow templates

Extend the available out-of-the-box workflows available to your SharePoint users

Extend WF with your own custom activities

Develop custom activities reusable in SharePoint Designer

Users are Developers

Conclusion

• Synchronize any NAV-entity to Outlook

• Provide Office Stylesheets

• Add Record links to NAV-records

• Enhanced User Experience with Employee Portal

• Integrate data and processes using Sharepoint

=> MOSS is the future cornerstone for Business Applications

Training

• Installation & Configuration

• Reporting Services

• Employee Portal

• Sharepoint

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