BAS200: Integrating Microsoft Dynamics GP with Office SharePoint ...

Anthony Cross

Sr. Product Manager

Microsoft Corporation

BAS200

Join
the Microsoft Dynamics Community

Identify SharePoint Opportunities
with Microsoft
Dynamics GP

Complement
your existing Microsoft technology
investments with Microsoft Dynamics GP

Supply Chain

Management

Financial

Management

Customer
Relationship

Management


“
Individuals hold the key to the knowledge economy and most
of it is lost when
they
leave the
enterprise
” Gartner


Unstructured

Structured

Infrastructure

Desktop

Data Center

Create

Invoice

Retire

Lead

Complete

Sale

Closed?

Create

Quote

Create

Oppt’y

Qualified?

Create

Lead

Approve
proposed
response

Unstructured

Assemble
proposed
response

Decide
discount
strategy

Cost out the
solution

Estimate
custom

design

Validate

specs
with
Tech Sales

Get specs

from

customer

Structured

Deliver

goods

15%

Benjamin

(Marketing
Manager)

Vince

(Operations
Manager)

Debra

(Office

Manager)

Terrence
(Outbound

Technician)


Business

Management

Solution

85%

15%

Power Users

Information

Workers

John Dooley

Partner Technology Specialist

Microsoft Corporation

Document

Creation

Collaboration

Search

Processes

ERP

CRM

Ad Hoc Workflows

And Tasks

Structured

Data

Hard Drives

and File Shares

Enterprise

Apps

Relational

Database

Traditional IT

Investments

Unstructured

Work

Coordinate
teams & share
knowledge

Simplify access
to business
applications

Find and use
information

Manage content
with security &
compliance

Automate
business
process

Use data to
drive business
decisions

12

New Customers creation


Is there a process to

create a customer?


Is there more than one

participant in the process?


Does every company

do it the same way?


Does the typical ERP

System do all the

things that need to be

done to create a customer?

Present day data centric applications need to change

13

Adding a customer

•
Collect the information

•
Confirm complete and correct

•
Assign Sales and Territory

•
Establish credit limit

•
Establish and collect Tax information records

•
Review selling/contractual obligations

•
Send welcome kit

•
Create customer record in the BackOffice

•
Notify sales rep of customer #

In the past
most ERP systems often ignored processes
and
workflow and
focused on data

Changing this
requires an adaptable “role” and process
centric application

14

Fill out new customer form

Sales Rep

Not typically

Collect the customer information

Shared
-

Cust,Rep,Admin

Maybe

Confirm complete and correct

Admin,Accounting

Yes

Assign Sales and Territory

Sales Admin

Maybe

Establish credit limit

Accounting Mgt

Yes

Establish and collect Tax
information records

Accounting Admin

Maybe

Review selling/contractual
obligations

Legal/Sales/Finance

Not typically

Review and approve customer

Committee/Finance

Not typically

Send welcome kit

Sales Admin

Maybe

Create customer record in Great
Plains

Finance/ Sales Order
Admin

Yes

Notify sales rep of customer #

Accounting / Admin/
Rep

Maybe

Tasks to create a customer

Owner

Biz
App
User

Business

Process

Personal

Productivity

Ready

Together

Workflow

Search

Server Side

Business Intelligence

Client Side

Business Intelligence

User Interface

Task Panes and
lists

175 Excel Report
Templates

Kevin Browne
–

VP of Sales

(1)
Enters Employee Setup Request for Monica Brink


Ken
Kunos

–

Accounting Manager

(1)
Completes Recruiting Fees section of Employee Setup form and
submits AP Voucher to GP

Tim Litton
–

IT

(1)
Fills in Monica’s computer specification on Employee Setup
request and submits PO to GP

(2)
Adds Monica to Domain


18

Tim Litton Submits Purchase Order for Processing

(1)
Reviews PO for Monica’s Computer in GP

(2)
Submits the Purchase Order for
approval


Ken
Kunos

–

Accounting Manager

(1)
Reviews the details of
PO
using SharePoint
Server

(2)
Provides final sign off on
PO
using SharePoint
Server

Phyllis
Rago

–

Purchasing Manager

(1)
Reviews details of
PO using Dynamics GP

(2)
Approves PO and Send to Ken for final Approval


Alicia Stevens
–

Payables & Purchasing Entry

(1)
Views PO workflow history in Dynamics GP and continues to
process document



19

Vince
–

Operations Manager

(1)
Accesses the Overstocked Items report in Microsoft Office Excel
from the Microsoft Dynamics GP Report List.

(2)
Modifies an Excel report and stores it on the Microsoft Office
SharePoint Server for Charlie to view.


Kevin
–

Sales Manager

(1)
Uses Windows Internet Explorer to access a Microsoft SQL
Server Reporting Services Report on the road to verify an order
can be fulfilled to meet a customer’s needs.

Charlie
–

President

(1)
Accesses report using Outlook

(2)
Can refresh the data in the report at any time to make sure he
has the most up to date information.


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