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.
demo
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2008 Microsoft
Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademar
ks
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
dat
e 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 accu
rac
y 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.
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