Presentation at SharePoint Saturday New York July 30, 2011 at Microsoft Manhattan on business intelligence, enterprise architecture and integrating workflows, portals, and dashboards for robust decision support solutions across the enterprise.

1. SharePoint 2010 and Web Services: Extending Dynamics GP 2010 R2 SharePoint Saturday New York Marie-Michelle Strah, PhD July 30, 2011

2. Welcome to #SPSNYC!

4. Marie-Michelle Strah, PhD SharePoint Solutions Architect and Practice Lead BroadPoint Technologies Washington, DC mstrah |@| broadpoint.net Michelle |@| lifeincapslock.om Twitter: @cyberslate Blog: http://lifeincapslock.com

5. Spread the Word On Twitter Handles: @msdyncomm @cyberslate @broadpointtech Hashtags: #msdyncomm #msdynerp #spsnyc #spsny #sharepoint #sp2010

7. Overview of SharePoint and Dynamics GP

8. Workflow

9. Business Portal

10. Architecture Concerns

12. ANSWER How much data does a typical worker produce in a year? 100 megabytes 500 megabytes 1 gigabyte 3 gigabytes

13. Trivia #2 What percentage of a typical worker’s day is spent searching for information? 1 percent 10 percent 30 percent 60 percent

14. ANSWER What percentage of a typical worker’s day is spent searching for information? 1 percent 10 percent 30 percent 60 percent

15. Trivia # 3 How much does lost productivity cost per year for 1,000 employees? $100,000 $1 million $5 million $10 million

16. ANSWER How much does lost productivity cost per year for 1,000 employees? $100,000 $1 million $5 million $10 million

17. Overview Lets Get Started…BENEFITS of Integrating Microsoft Dynamics GP and Microsoft SharePoint

18. Business Vision &Business Software People &Processes Company &Ecosystem The ConnectedBusiness Mapping Technology with People and Process

19. Role Tailored Experiences Dynamics GP Microsoft SharePoint and Office Business Applications “It looks like it was designed for me.“ “I spend all day in Outlook.” “All the information is at my fingertips.” Composite Made for Me Immersive

20. Overview of Microsoft® SharePoint® Capabilities in Microsoft Dynamics GP® BUSINESS PORTAL Powered by SharePoint Architecture Overlap with SharePoint (10 Key Business Area) GP 2010 ENHANCEMENTS Workflow What’s new in 2010? Business Portal SHAREPOINT PORTAL Planning Decisions Intranet Extranet Internet SharePoint Foundation SharePoint Server 2010 Enterprise Content Mgmt. (ECM)

23. PivotTables® and SmartList

25. Role Tailored Home Pages

26. Simplify with Action Panes

28. Business Portal

29. Document workspaces

30. Workflow functionality

32. Sales Quote Approval

33. Customer Credit Limit Override Approval

34. General Ledger Batch Approval

35. Payables Management Batch Approval

36. Receivables Management Batch Approval

46. Business Portal 5.1 Business Portal 5.0 or 4.x Microsoft Office SharePoint Server (MOSS) Windows SharePoint Services 3.0 x32 server Microsoft SharePoint Foundation Microsoft SharePoint Server 2010 x64 server Workflow and Business Portal 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.

47. Top 10 Reasons for Business Portal Add-on Applications Business Portal Role-based Framework Out-of-the-box center pages, information pages, queries Flexible, easyto 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 Electronic Document Delivery is replaced by Dynamics GP 2010 email feature

48. 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

49. Customer (customer address) Customer sales and receivables Sales order Vendor Purchase Order Sales Item GP 2010 R2 Business Portal External Lists Service Calls Return Documents Employee Projects Posting Accounts Manufacturing Order Leveraging SharePoint Foundation

50. SharePoint 2007 (MOSS) no longer needed. SharePoint Foundation is FREE. It’s a brand new world! GOOD NEWS in 2010

51. Business Portal Installs as a SharePoint Site Collection Inherits existing SharePoint implementation security, branding and policies SPServer 2010 Only Out of the Box

52. SP Foundation SPServer 2010

53. Out of the Box

54. Business Portal 5.1 Security Model

55. Dexterity Runtime Engine XML / SOAP SQL Stored Procedures / BizTalk / Microsoft Message Queue

57. Factor 2: Identify – solutions that match a strategic objective

58. Factor 3: Prioritize – score and categorize your solutions

60. 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)

61. Dynamics GP 2010 & Office 365 SharePoint for O365 doesn’t support outside applications so today our GP workflow and BP apps will not work. Today users have to manually deploy the Excel reports to SP. We’re working on deployment options for GP 2010 SP3. Word – users can render reports and consumer reports but can’t edit templates. Excel – users can read existing reports with data in them. Can’t render from GP or refresh data.

62. Questions? Thank you!

63. Marie-Michelle Strah, PhD SharePoint Solutions Architect and Practice Lead BroadPoint Technologies Washington, DC mstrah |@| broadpoint.net Michelle |@| lifeincapslock.om Twitter: @cyberslate Blog: http://lifeincapslock.com