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How to Leverage SharePoint Connectors and the GP Light User. By Jason McKinney, McGladrey & Pullen, LLP. Agenda. Introduction Who I am, what we do…etc. Slide Overview Just a few…I promise Demonstration Live Microsoft Demo Image Project Example Client Implementation Q & A. - PowerPoint PPT Presentation
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It’s the Power Of Us!®
Network | Learn | Collaborate | Share
www.GPUG.com
How to Leverage SharePoint Connectors
and the GP Light User
By Jason McKinney,McGladrey & Pullen, LLP
It’s the Power Of Us!®
Agenda
Introduction– Who I am, what we do…etc.
Slide Overview– Just a few…I promise
Demonstration– Live Microsoft Demo Image
Project Example– Client Implementation
Q & A
It’s the Power Of Us!®
Introduction
Jason McKinney– Technology Services Senior Consultant– McGladrey & Pullen, LLP – Based out of Downtown Minneapolis
SharePoint Consulting since 2007– Experience with 2003, 2007, and 2010
Technology ‘Geek’– Always trying to stay ahead of the
tsunami of technology but keep a sense of humor
It’s the Power Of Us!®
Purpose of Today?
Can we get users access to GP data without having to give them access to GP?– Yes
Why?– Training– Security– $ Licensing $
How?– Let’s keep rollin’
It’s the Power Of Us!®
How?
Dynamics GP Light User Licensing– Typically a fraction of the price of a Business
Essentials or Advanced Management CAL. – Allows GP data retrieval– Allows GP data manipulation
Benefits?– Keeps all users on the same page; no need to
sync data or wait for the nightly batch.– Little to no customizations required
It’s the Power Of Us!®
Business Intelligence Tools Excel Reports– Over 200 reports available– Office 2007 & 2010 Compatible
SQL Reporting Services– Over 200 reports available via report viewer or
browser based tools. Analysis Cubes– 6 pre configured
Management Report Viewer– Secured Financial Statements
It’s the Power Of Us!®
Dynamics GP SharePoint
Dashboards (Today’s Demo)– Tailored to roles in the organization
External Lists*– Instant updates to vendor or customer details
Business Portal (Today’s Demo)– Time & Expense, Requisition Mgmt, HR, etc.
Approval Workflows (Today’s Demo) Enterprise Search**
* Requires SharePoint 2010** Requires SharePoint Server 2007 or 2010
It’s the Power Of Us!®
Demonstration
It’s the Power Of Us!®
What is Required?
Dynamics GP 2010– 32-bit compatible with SharePoint 2007– 64-bit required for SharePoint 2010
SharePoint– Windows SharePoint Services (WSS) 3.0
(“Free”)– Microsoft Office SharePoint Server
(MOSS) 2007– SharePoint Foundation 2010 (“Free”)– SharePoint Server 2010
It’s the Power Of Us!®
Licensing Notes
Dynamics GP– BE and AM CALs are based on concurrent
users– Light User CALs are based on named users
SharePoint– WSS or Foundation: CALs are based on AD
users, no need to purchase separate CAL.– Server: a CAL is required for each named user;
this includes Standard + Enterprise CALs if Enterprise Features are enabled.
It’s the Power Of Us!®
SharePoint Words of Wisdom
Build Outside of Business Portal– Sites, Lists, Libraries, Workflows, etc.– Isolate by separate Web Application if
possible
Beware of the “Fab 40” Templates– No longer supported in SharePoint 2010
It’s the Power Of Us!®
Project Example
University of Minnesota – Classroom Technical Services– Project Sponsor: Chuck Bottemiller
Dynamics GP / SharePoint Integrations– Service Tickets– Inventory Pick Lists– Dashboards– SQL Reporting
It’s the Power Of Us!®
Homepage
It’s the Power Of Us!®
Service Request Form
It’s the Power Of Us!®
Inventory Pick List
It’s the Power Of Us!®
Pick List Report
It’s the Power Of Us!®
Technician Dashboard
It’s the Power Of Us!®
Questions?
Jason McKinney, McGladrey & Pullen, LLP– [email protected]– 612-376-9231
