This three-day instructor-led training class provides students with the knowledge and skills to set up and work with Microsoft SharePoint Technologies for Microsoft Dynamics GP 2010.

Class Goals

Learn to install and configure Workflow for Microsoft Dynamics GP 2010
Learn to implement and maintain the Workflow system in Microsoft Dynamics GP 2010
Learn to configure the setup of Business Portal in Dynamics GP 2010 to meet specific business needs
Learn to create Business Portal roles, add users to roles, and modify roles in Dynamics GP 2010
Learn to deploy pre-built SQL Server Reporting Services reports for Microsoft Dynamics GP
Learn to create and administer Key Performance Indicators (KPIs) and Dashboards in the Executive Center of Dynamics GP 2010

Class Outline

Introduction
1. Workflow – Features and Benefits
2. Business Portal – Features and Benefits
3. Executive Center and Reporting – Features and Benefits
4. External Lists – Features and Benefits
5. SharePoint Designer – Features and Benefits
6. InfoPath Forms Services – Features and Benefits
Workflow Administration
1. Workflow Architecture and Deployment
2. Install Workflow
3. Interacting with the Workflow System
4. Workflow Participants
5. Workflow Setup
6. Creating Workflows
7. Workflow Steps
8. Security
9. Out-of-the-Box Workflows
10. Lab: Creating Workflows
  1. Create a Workflow
11. Lab: Configure Security
  1. Add new user to Microsoft Dynamics GP security role
  2. Add the user as a workflow originator
12. Lab: Create Purchase Order Workflow Steps
  1. Create three new workflow steps for the Purchase Order workflow
  2. Assign approvers to the workflow steps
  3. Declare workflow conditions
Workflow Administratio
1. Hardware Configuration
2. Network Environment and System Requirements
3. Web Server Setup
4. SharePoint Configuration
5. Prepare to Install
6. Install Business Portal
7. Modify or Remove Business Portal
8. Client Configuration
9. Manage Page Security
10. Pre-Configuration Considerations
11. Configure Business Portal
12. Manage Microsoft Business Framework Users
13. Manage Microsoft Business Framework Roles
14. Manage SharePoint Groups and Permissions
15. Manage Web Services for Microsoft Dynamics GP Users
16. Security Synchronization Utility
17. Lab: Add a New User to MBF
  1. Add users to the Microsoft Business Framework Roles
18. Lab: Add a New User to SharePoint
  1. Grant new users access to the appropriate SharePoint pages
19. Lab: Add a New User to Web Services
  1. Provide users access to the appropriate Web Services roles
Executive Center and Reporting
1. Executive Center Site
2. Microsoft SQL Server Reporting Services
3. Installation of Microsoft SQL Server Reporting Services
4. Microsoft Excel and Excel Reports
5. Drill-Through to Microsoft Dynamics GP
6. Reporting
7. Reports Catalog
8. Report Center
9. Lab: Install the SQL Server Reporting Services Wizard
  1. Install the SQL Server Reporting Services Wizard for Microsoft Dynamics GP
10. Lab: Run the SQL Server Reporting Services Wizard
  1. Deploy the SQL Server Reporting Services reports for Microsoft Dynamics GP to the SRS website
11. Lab: Install the Business Intelligence Components for Business Portal
  1. Modify the Business Portal installation to include the Business Intelligence components
12. Lab: Deploy KPIs to the Executive Center
  1. Add web parts to the Executive Center
  2. Add SQL Server Reporting Services KPIs to the Executive Center
External Lists
1. Business Connectivity Services
2. External Content Types
3. External Lists
4. Microsoft Dynamics GP 2010 External Lists
5. SharePoint Server Features
6. Lab: Add an External List and Create a View
  1. Add an External List to the SharePoint Site
  2. Create a view of the External List data
7. Lab: Update Microsoft Dynamics GP 2010 Data Using an External List
  1. Update data within Microsoft Dynamics GP by using an External List in SharePoint
SharePoint Designer 2010
1. SharePoint Designer 2010 Overview
2. Working with External Content Types and External Lists
3. Editing External Lists and Views
4. Creating external data sources and External Content Types and Lists
5. Synchronizing External Data Using Outlook 2010
6. Using External Data in Standard SharePoint Lists
7. SharePoint Workflow Overview
8. Creating, Editing, and Publishing Workflows Using Designer
9. Lab: Customize External Lists
  1. Customize the External List view with some additional branding
10. Lab: Create an External List
  1. Create a list in SharePoint to display the salespeople from Microsoft Dynamics GP
11. Lab: Synchronize with Microsoft Outlook
  1. Synchronize the salesperson External List with Microsoft Outlook
12. Lab: Create a Task List
  1. Create a task list for customer tasks
13. Lab: Create a Workflow
  1. Create a Workflow using SharePoint Designer
  2. Design workflow to automatically generate an email message
Advanced Topics
1. SharePoint Server Edition Comparison
2. SharePoint Server and Office
3. InfoPath and InfoPath Services
4. SharePoint Workspace
5. Access and Access Services

Class Materials

Each student in our Live Online and our Onsite classes receives a comprehensive set of materials, including course notes and all the class examples.

Class Prerequisites

Experience in the following areas is required:

General knowledge of Microsoft Windows Server.
General knowledge of Microsoft Dynamics GP

Technical Requirements

Our computer technical requirements and setup process is easy, with support just a click away.

Instructor-led Online course technical requirements and setup instructions.
WebEx system requirements for Instructor-led Online delivery option.
Onsite course technical requirements and setup instructions.

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MOC 80240 - Using Microsoft SharePoint Technology with Microsoft Dynamics GP 2010

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