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MSDN-evening Microsoft Dynamics NAV
Employee Portal – Stylesheet tool – MOSS – Office 2007
steven.renders@plataan.be
roel.thomassen@plataan.be
Agenda
• Outlook Integration
• Stylesheets
• Record links
• Employee Portal
• Sharepoint functionalities
• Metadata
• Workflow
• Excel Services
• Infopath
Develop Customer
Relationships
Improve
Operations
Drive
Innovation
Build Partner
Connections
2
People Drive Business Outcomes
Simplify how people work
together
Reduce IT costs and
improve security
Help protect and manage content
Find information and improve
business insight
A New World of WorkTrends Role of
Software
Cost pressure
Always on, always connected
Transparent organization
One world of business
3
Secure, Well-Managed Infrastructure
Business Productivity InfrastructureStreamline the way people do business with 2007 Office system
11
BusinessIntelligence
Enterprise Content
Management
UnifiedCommunications
and Collaboration
Enterprise Search
Office Business Application Services
Workflow Business Data
Catalog
Extensible UI Open XML
File Formats
Website AndSecurity Framework
Forms
PersonalProductivity
Document Approval
Employee On-Boarding
Product Live Cycle
Management
Process ImprovementsAnd Automation
processes
A People_Ready Process is the solution to a business process problem leveraging various technologies like
workflow and forms within Office and SharePoint.
Vision for Microsoft Office Integration
Dynamics NAV
Microsoft Outlook
Microsoft Word
Microsoft Excel
Microsoft SharepointR
eco
rd L
inks
Outlook Synchronization
Outlook Synchronization
FREEDOM
•No limitations about what data can be synchronized
•Role-based synchronization setup
•Flexible configuration
CONTROL
•Robust error and conflict control
•Automatic or manual operation
Outlook Syncronization
Outlook Synchronization
– Define basic synchronization concepts
– Set up the synchronization user
– Set up entity mappings
– Set up synchronization levels
– Set up troubleshooting
– View the synchronization progress
Outlook Synchronization – Compared with the Previous Version
Old Outlook Integration New Outlook Synchronization
Based on events Based on periodic activities or a user request
Very few customization options Highly customizable from both Microsoft Dynamics NAV and OutlookBased on the user ID and the settings made in the synchronization setup
Based on the settings for a specific salesperson Based on the user ID and the settings made in the synchronization setup
Sending notifications about changes in Microsoft Dynamics NAV
In Outlook, the user can access the summary of items synchronized, created, modified, or deleted, or the summary of synch. conflicts
Outlook Synchronization – User Roles
For the Outlook synchronization, these user roles are applicable:
• User– Permissions are limited to viewing most of the
synchronization objects
– Cannot change any synchronization related objects
• Power User– Can change other users’ credentials and preferences
– Can only operate with the user setup functionality
• Administrator– Can define the direction of the synchronization and change
the mapping schema for other synchronization user roles
Conclusion – Outlook Synchronization
The Outlook Synchronization for Microsoft Dynamics NAV 5.0 provides a flexible control over how the synchronization process performs and offers new features not available before:
•Role-based approach.
•Control the influence of employees to the company data.
•No limitations as to what data can be synchronized.
•It is only up to the administrator or the power user to decide what data can be updated.
•Flexible setup.
•The user can define criteria for synchronization within the limits set by the administrator.
•Robust error and conflict control.
•The user can either leave it to the system how to resolve data conflicts or work on each case manually.
•Periodic or user requested operation.
•The system is able to determine what data needs to be synchronized at every synchronization session and make the required changes.
Export to Word and Excel
Office XMLExport to Word and Excel
• Export any form to Word or Excel using Office XML
• Export all types of forms to other relevant Microsoft products
• Customizable style sheets for your specific needs
Export to Word and Excel
• Benefits:– View your data in your Microsoft
Office application
– Send data to users without Microsoft Dynamics NAV installed
– Present information in a way that best suits the target audience
– Generic solution that allows the user to export data in a simple manner, without additional programming
Export to Word and Excel
• Technique
– WYSIWYG principle
– Format used: XML format
• Documents default saved as XML
– Use of special stylesheet: XSLT
• Extensible Stylesheet language
– Built-In default stylesheets
– Customised stylesheets
Integration to other products
Integration to other Microsoft Products• Integrate to a variety of other MS products
• Develop special style sheets to do so
• Is business opportunity for partner organisations
Adding special stylesheets?• XSLT stylesheet
• Template document used to transform XML documents into other XML documents
• Variety of tools to do so
• See special whitepaper ”Creating XML stylesheets for data export for microsoft dynamics-nav”
Export to Word and Excel – Conclusion
• The new Export to Word and Excel functionality in Microsoft Dynamics NAV 5.0 opens up a new world of possibilities to export data and modify it in the Microsoft Office tools that the user finds suitable for different business purposes.
• The possibility to define style sheets offers the partner organizations and super users new business opportunities to customize business data to suit individual business needs.
• The enhancements above all add to a more user-friendly and dynamic environment.
Record Links - Objectives
Record Links
– Use Microsoft Dynamics NAV as the bridge to the company document management system.
– Create links from Microsoft Dynamics NAV forms to related documents and SharePoint sites.
– Open a linked document from Microsoft Dynamics NAV.
Record links
• Attach – any external document or Microsoft Sharepoint
repository
– to any Microsoft Dynamics NAV entitiy
• Benefits:– Provides users with better overview
of relevant information.
– Available from all forms
• Bridge the gap between the unstructured information in e-mails, local folders, and web sites, and the structured information in a document management system.
• Access to documents and SharePoint libraries from within Microsoft Dynamics NAV.
• Links are automatically moved between related documents
Record Links - Introduction
Record Links – Create a link
Links can be created by– using link icon
– Crl+L
Link what– Any document (sharepoint,fileserver,..)
– Websites
Delete Links– Press delete – confirm dialog
– Only the link to the document is deleted, not the document itself
Moving Links– General rule:
• posting of a document: link is copied to posted document
• Link is copied if function is called that creates related documents
Record Links – Conclusion
• The enhanced integration possibilities in Microsoft Dynamics NAV version 5.0 makes it possible to create links to related documents in any document management system.
• This provides strengthened possibilities for structuring related information in complementary Microsoft systems and allows for a better overview of information.
• A document management system provides extensive possibilities for sharing information, for example between work teams across countries/regions or companies, in addition to version control.
Employee Portal Key Benefits
• Easy to set up Web-based interface
• Reduces training time and costs
• Increases employee productivity
Easy to set up Web-based interface
• employees use a Web-based interface to:
– Get quick updates of real-time business information such as invoices, customer data and reports
– Modify information that is then immediately updated directly in your business system
– Access and share business-related Microsoft Office documents
Reduces training time and costs
• If your employees have surfed the Internet they have all the experience they need to use EP.
• Employee Portal was developed with user in mind intuitive and simple to use.
• There are no extra software costs. WSS included in Windows Server 2003.
• Framework is intuitive and requires minimal programming.
- out-of-the-box .NET based Web parts
- easy to configure on Navision backend.
Increases employee productivity
• Saves employees time by giving instant access to information they need.
• Without having to be set up as users, or having to learn a new system, your staff gets access to.
– Analytical reports
– Real-time integrated data
– Sales and service tools
• Employees remain focused on relevant data, and don't waste time struggling to learn a system that they really don't need to use.
• Create work-group intranets where information is filtered according to specific interest, for example, a launch portal for a new product
Conclusion
Key Features Description
WINDOWS
SHAREPOINT
SERVICES
Helps teams share information, collaborate on documents, and collect
team knowledge over the Internet or your corporate network
Encrypted communication and detailed security options
Included in Microsoft Windows 2003 (& SharePoint Portal Server 2003)
OUT-OF-THE-BOX
.NET WEB PARTS
List Web Part displaying a list of customers, vendors or orders
Card Web Part display a detailed view of data, like, customer cards
Header/Line Web Part display information such as orders
MULTILANGUAGE-
ENABLED
Information can be made available in different languages.
SECURE WEB ACCESS Allow employees to work directly on your intranet, without having to be
set up and trained in Navision.
The system encrypts communication to secure your data
ACCESS CONTROL Manage content and access by user or group
Personalize settings and default properties
How Microsoft Office SharePoint Server
2007 Lights Up Office 2007 Client
Comparing the capabilities and included applications of Microsoft Office
SharePoint Server 2007, Microsoft Office Professional Plus 2007,
Microsoft Office Enterprise 2007 suites
SharePoint Calendar SynchronizationOffice Enterprise/Professional Plus and– SharePoint Calendars
Connect Calendar to
Outlook
Overlay View
Create new appointment on team calendar
Appointment Appears on
Team Calendar
Server Licenses Client Access Licenses Client Application Licenses
Office SharePoint Server 2007
SQL Server
Windows Server 2003
Office SharePoint Server Standard CAL
SQL Server CAL (or SQL Server per
Processor licensing)
Windows Server 2003 CAL
Office Enterprise or Professional Plus
suite
39
SharePoint List AccessOffice Enterprise/Professional Plus and– SharePoint lists and Access
Create List on SharePoint Site
Select Open with Access option
Create linked DB on local machine
Easily create good-looking report in
Access
Changes to DB can be published
back to SharePoint
Server Licenses Client Access Licenses Client Application Licenses
Office SharePoint Server 2007
SQL Server
Windows Server 2003
Office SharePoint Server Standard CAL
SQL Server CAL (or SQL Server per
Processor licensing)
Windows Server 2003 CAL
Office Enterprise or Professional Plus
suite
40
Internal/External CollaborationOffice Enterprise - Groove
Create a Groove workspace and invite internal and external
participants using E-mail addresses
Everyone has all related information in one place in an
encrypted workspace
People work online or offline, with most recent versions of all
items
Only changed information travels across the network. No VPN is
required to get the latest updates. Each person sees
change and presence information
Optionally, synchronize updated versions to SharePoint for wider
consumption, versioning or archiving
Server Licenses Client Access Licenses Client Application Licenses
Office SharePoint Server 2007
SQL Server
Windows Server 2003
Office SharePoint Server Standard CAL
SQL Server CAL (or SQL Server per
Processor licensing)
Windows Server 2003 CAL
Office Enterprise
41
PowerPoint Slide LibrariesOffice Enterprise/Professional Plus and Office SharePoint Server 2007
Create Presentation In
PowerPoint 2007
Publish to Slide Library from
PowerPoint 2007
Select Multiple Slides
Insert Slide(s) from Slide
Library
Checking for Updates
Server Licenses Client Access Licenses Client Application Licenses
Office SharePoint Server 2007
SQL Server
Windows Server 2003
Office SharePoint Server Standard CAL
SQL Server CAL (or SQL Server per
Processor licensing)
Windows Server 2003 CAL
Office Enterprise or Professional Plus
suite – or Office PowerPoint 2007
Standalone 42
Enterprise Content ManagementOffice Enterprise/Professional Plus and Office SharePoint Server 2007
Create Document in Word 2007
Publish Document to Content
Management Server
Start Workflow in Word 2007
Workflow Participants get task in e-mail
Review Document in Word 2007
Complete Task in Word 2007
Server Licenses Client Access Licenses Client Application Licenses
Office SharePoint Server 2007
SQL Server
Windows Server 2003
Office SharePoint Server Standard CAL
SQL Server CAL (or SQL Server per
Processor licensing)
Windows Server 2003 CAL
Office Enterprise or Professional Plus
suite – or Office Word, Excel or
PowerPoint 2007 Standalone. 43
Metadata captureOffice Enterprise/Professional Plus - Custom Document Properties Panel
44
Custom Document Property Panel
enhances ability to capture metadata –
designed with InfoPath and hosted on trusted
server.
Excel ServicesOffice Enterprise/Professional Plus and Office SharePoint Server 2007
Create spreadsheet in
Excel 2007
Publish to Report Library
Specify component
visibility
Configure input cells
Work with Spreadsheet in
Browser
Server Licenses Client Access Licenses Client Application Licenses
Office SharePoint Server 2007
SQL Server
Windows Server 2003
Both Office SharePoint Server Standard
and Enterprise CALs
SQL Server CAL (or SQL Server per
Processor licensing)
Windows Server 2003 CAL
Office Enterprise or Professional Plus
suite – or Excel 2007 Standalone
45
Electronic Forms ExperienceBrowser and InfoPath client forms
Standard – Browser-based forms
Enterprise / Professional Plus
InfoPath Client forms
46
# o
f p
roc
ess i
nsta
nces
Low
High
Types of Workflows and Tools used
Microsoft Confidential.48
•Email Attachments
•Routing and Approval
•Review – Approval
•Signature collection
•East Asian workflow
•Office Server Features
•List Moderation
•Publishing Process
•Document Archiving
Form Driven
•Service Requests
•Asset Tracking
•New EmployeeOn-Boarding
Document Driven
•Spec Review
•Weekly Status Report
•Publishing/Archiving
•Purchase orders
•Opportunity to Cash*
•Product lifecycle mgmt*
Level
of
pre
defi
ned
str
uctu
re
High
Low
Document Routing and Approval Processes
Custom Document and Forms Processes
LOBApps
* Provided via partner applications.
Desktop Client
Collaboration Server
Windows Workflow Foundation
Office Workflow Platform
Deploy and Execute custom workflows
Built in workflow templates
Workflow monitoring
Workflow UI integration with Office client
Workflow UI integration with Office SharePoint Server
Start workflows
Interact with workflows
Platform
Windows Workflow Foundation
Platform
Microsoft Confidential.50
Desktop Client
Collaboration Server
Office Workflow Design Tools
“Use forms to gather information which
initiates a workflow.”
“Use forms to manage
document meta data and related
workflow status.”
“Use workflow forms to add and configure
a workflow.“
“Use workflow forms to complete tasks or interact with a workflow.”
The Role of InfoPath Forms ServicesThe right form for the right task
Browser based form that starts a
process
Form based document information panel to manage meta data
Form to configure workflow settings
Form to interact with workflow
The Role of SharePoint DesignerWorkflow Design made easy
Customize SharePoint Sites
Design Page Layouts for Web Content Management [MOSS only]
Design and Create Workflows
Build Workflow enabled Composite SharePoint Apps
Users are Business IT and DEV
The Role of Visual StudioLeverage Windows Workflow Foundation (WF)
Design complex workflows
Use the WF SDK and it’s graphical workflow designer
Develop and deploy your own workflow templates
Extend the available out-of-the-box workflows available to your SharePoint users
Extend WF with your own custom activities
Develop custom activities reusable in SharePoint Designer
Users are Developers
Conclusion
• Synchronize any NAV-entity to Outlook
• Provide Office Stylesheets
• Add Record links to NAV-records
• Enhanced User Experience with Employee Portal
• Integrate data and processes using Sharepoint
=> MOSS is the future cornerstone for Business Applications
Training
• Installation & Configuration
• Reporting Services
• Employee Portal
• Sharepoint
Check www.plataan.be
Mail: info@plataan.be
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