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Building Portal Solutions with Microsoft Dynamics GP Jerad Plesuk Senior Support Engineer Microsoft Corporation GP13

Jerad Plesuk Senior Support Engineer Microsoft Corporation GP13

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Page 1: Jerad Plesuk Senior Support Engineer Microsoft Corporation GP13

Building Portal Solutions with Microsoft Dynamics GP

Jerad PlesukSenior Support EngineerMicrosoft Corporation

GP13

Page 2: Jerad Plesuk Senior Support Engineer Microsoft Corporation GP13

The “Business Portal” for Microsoft Dynamics GP 10

What is Business Portal?Out-of-the-box web siteProvides real-time information from Microsoft Dynamics GPAllows non-Microsoft Dynamics GP users access to business data

Business Portal primary functionalityQueriesReportingSelf-Service Applications

Page 3: Jerad Plesuk Senior Support Engineer Microsoft Corporation GP13

Business Portal First Look

Jerad PlesukSenior Support EngineerMicrosoft Dynamics

demo

Page 4: Jerad Plesuk Senior Support Engineer Microsoft Corporation GP13

Business Portal PrerequisitesEnvironment requirements

Web Server hardware requirementsWeb Server operating system requirements

Windows 2003 32-bitWindows 2008 32-bit (BP SP2 Only)

“Stack” technology.NET FrameworkInternet Information ServicesWeb Services for GP 10 (MOSS Only)SharePoint

kellefso
For SharePoint - should it be SharePoint Portal Server?
Page 5: Jerad Plesuk Senior Support Engineer Microsoft Corporation GP13

SharePointWSS vs. MOSS

Windows SharePoint Services (WSS) 3.0

FREE!!!Basic SharePoint version

Microsoft Office SharePoint Server (MOSS) 2007

Requires licensingIncludes WSS and all WSS functionalityMore robust SharePoint version

Business Portal installs on either version

Page 6: Jerad Plesuk Senior Support Engineer Microsoft Corporation GP13

Business Portal Feature Available on WSS Available on MOSS

Queries Yes Yes

Reports Report Catalog Report Center

Electronic Document Delivery Yes Yes

Key Performance Indicators Yes Yes

Access to GP Windows Yes Yes

Dashboards No Yes

List Pages No Yes

Back Office Data Search No Yes

Human Resources Self Service Suite Yes Yes

Project Time & Expense Yes Yes

Requisition Management Yes Yes

Order Management Yes Yes

Field Service Suite No Yes

Business Portal Feature Availability

Page 7: Jerad Plesuk Senior Support Engineer Microsoft Corporation GP13

Business Portal on WSSBusiness Portal on MOSS

Jerad PlesukSenior Support EngineerMicrosoft Dynamics

demo

Page 8: Jerad Plesuk Senior Support Engineer Microsoft Corporation GP13

Business Portal InstallationTips and recommended procedures

Ensure environment meets requirementsInstallation pain points

Verify Stack technology is workingSharePoint Top-level siteWeb Services sites and Security Console

Blank drop-down of Web Sites to which Business Portal can be installed (KB 947927)“Not Registered” message (KB 947928)Remove components of any failed Business Portal installation (KB 923665)

kellefso
Spelled out Business Portal
Page 9: Jerad Plesuk Senior Support Engineer Microsoft Corporation GP13

Initial Configuration of Business Portal

Jerad PlesukSenior Support EngineerMicrosoft Dynamics

demo

Page 10: Jerad Plesuk Senior Support Engineer Microsoft Corporation GP13

Please Complete an Evaluation FormYour feedback is important!

Two ways to access online evaluation formsCommNet and evaluation stations located throughout the New Orleans Morial Convention CenterFrom any wired or wireless connection to www.msconvergence.com/home.aspx

For more information please refer to your Conference GuideNote: For every attendee who completes an evaluation, Convergence will

donate $1 to the Boys & Girls Club of Southeast Louisiana

Be eligible to win great daily prizes and the

grand prize – a $5,000 Travel Voucher!

Page 11: Jerad Plesuk Senior Support Engineer Microsoft Corporation GP13

© 2009 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.

Page 12: Jerad Plesuk Senior Support Engineer Microsoft Corporation GP13