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

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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