It’s the Power Of Us! ® Network | Learn | Collaborate | Share How to Leverage SharePoint Connectors and the GP Light User By Jason McKinney, McGladrey LLP

It’s the Power Of Us! ® Agenda  Introduction – Who I am, what we do…etc.  Slide Overview – Just a few…I promise  Demonstration – Live Microsoft Demo Image  Project Example – Client Implementation  Q & A

It’s the Power Of Us! ® Introduction  Jason McKinney – Technology Services Senior Consultant – McGladrey LLP – Based out of Minneapolis  SharePoint Consulting since 2007  Technology ‘Geek’ – Always trying to stay ahead of the tsunami of technology but keep a sense of humor Follow / Reach Me

It’s the Power Of Us! ® Purpose of Today?  Can we get users access to GP data without having to give them access to GP? – Yes  Why? – Training – Security – $ Licensing $  How? – Let’s keep rollin’

It’s the Power Of Us! ® How?  Dynamics GP Light User Licensing – Typically a fraction of the price of a Business Essentials or Advanced Management CAL. – Allows GP data retrieval – Allows GP data manipulation  Benefits? – Keeps all users on the same page; no need to sync data or wait for the nightly batch. – Little to no customizations required

It’s the Power Of Us! ® Business Intelligence Tools  Excel Reports – Over 200 reports available – Office 2007 & 2010 Compatible  SQL Reporting Services – Over 200 reports available via report viewer or browser based tools.  Analysis Cubes – 6 pre configured  Management Report Viewer – Secured Financial Statements

It’s the Power Of Us! ® Dynamics GP SharePoint  Dashboards (Today’s Demo) – Tailored to roles in the organization  External Lists* – Instant updates to vendor or customer details  Business Portal (Today’s Demo) – Time & Expense, Requisition Mgmt, HR, etc.  Approval Workflows (Today’s Demo)  Enterprise Search** * Requires SharePoint 2010 ** Requires SharePoint Server 2007 or 2010

It’s the Power Of Us! ® Demonstration

It’s the Power Of Us! ® What is Required?  Dynamics GP 2010 – 32-bit compatible with SharePoint 2007 – 64-bit required for SharePoint 2010  SharePoint – Windows SharePoint Services (WSS) 3.0 (“Free”) – Microsoft Office SharePoint Server (MOSS) 2007 – SharePoint Foundation 2010 (“Free”) – SharePoint Server 2010

It’s the Power Of Us! ® Licensing Notes  Dynamics GP – BE and AM CALs are based on concurrent users – Light User CALs are based on named users  SharePoint – WSS or Foundation: CALs are based on AD users, no need to purchase separate CAL. – Server: a CAL is required for each named user; this includes Standard + Enterprise CALs if Enterprise Features are enabled.

It’s the Power Of Us! ® SharePoint Words of Wisdom  Build Outside of Business Portal – Sites, Lists, Libraries, Workflows, etc. – Isolate by separate Web Application if possible  Beware of the “Fab 40” Templates – No longer supported in SharePoint 2010

It’s the Power Of Us! ® Project Example  University of Minnesota – Classroom Technical Services – Project Sponsor: Chuck Bottemiller  Dynamics GP / SharePoint Integrations – Service Tickets – Inventory Pick Lists – Dashboards – SQL Reporting

It’s the Power Of Us! ® Homepage

It’s the Power Of Us! ® Service Request Form

It’s the Power Of Us! ® Inventory Pick List

It’s the Power Of Us! ® Pick List Report

It’s the Power Of Us! ® Technician Dashboard

It’s the Power Of Us! ® Questions?  Jason McKinney, McGladrey LLP – – Follow / Reach Me