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Microsoft SharePoint And Microsoft Dynamics Nav 2009 Integration
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Microsoft Dynamics NAV 2009 and SharePoint Integration
Prashant Sinha Solution Architect
Credit – Microsoft Corporation
Integration is Great
An Integrated Microsoft Dynamics NAV is Unbeatable
Full power of Microsoft Dynamics NAV
Full power of other vital systems+
= More than the SUM of the Parts
Better than Great
Get Even More Value From Your Investment
NAV 2009 now Integrates With MOSS 2007 through Web Services
and BDC
Don’t keep the NAV capabilities trapped inside NAV. Set it free to sprinkle its fairy dust all over
your organization
Set it Free
Integration under the hood
• Integration is happening ”under the hood”• Not visible
• Standardized integration• Is cost effective!
Integration Possibilities
•Putting data into Microsoft Dynamics NAV
•Pulling data out of Microsoft Dynamics NAV
•Running Microsoft Dynamics NAV business logic
Bringing it Together
Unstructured Structured
Infrastructure
Desktop Data Center
Information Workers
15%
Benjamin(Marketing Manager)
Vince(Operations Manager)
Marie(Customer Service Manager)
Claire (HR Manager)
Microsoft Dynamics
NAVSolution Personal
Expen
sesRevenue
Custom
ers
85%
15%
Power Users
InformationWorkers
MOSS 2007
PlatformServices
Workspaces, Mgmt,Security, Storage,
Topology, Site Model
PlatformServices
Workspaces, Mgmt,Security, Storage,
Topology, Site Model
Docs/tasks/calendars, blogs, wikis, e-mail integration, project
management “lite”, Outlook integration,
offline docs/listsCollaboration
Enterprise Portal template,
Site Directory, My Sites, social
networking, privacy control
Portal
Enterprise scalability,contextual relevance,
rich people and business data search
Search
Integrated document management, records management, and Web content management with policies and workflow
ContentManagement
Rich and Web forms based front-ends Business
Forms
Server-based Excel spreadsheets and data visualization, Report Center, BI Web Parts, KPIs/Dashboards
BusinessIntelligence
Workflow
• CSR gets RFQ• Receives DWG• Uploads to SP
Initiates WF (Category)
• Builds links• Gets
participants and lead time
Assigns task and sends email • Creates IP
form• Enters fields• Saves to
libraryCompletes task
(URL)
CSR
Workflow
1st Participant
Workflow Contd
• Updates DWG• Sends email to
additional participants
Creates additional tasks
• Updates fields
Completes Task • Updates fields• Submits data
IP creates item in Dynamics
NAV
Workflow
2nd Participant
3rd Participant
Workflow Contd
• Sends completion email to CSR
Workflow completes
• Updates quote with price
• Sees item in Cue
Sends quote to customer
Workflow
CSR
Microsoft Dynamic NAV and SharePoint• Employee Portal• Add Web parts to SharePoint• Record Links• Web Services
• Business Data Catalogue
• Business Data Catalogue• Integrate with MOSS 2007 through Web
Services• Present data in context through web parts• Leverage MOSS 2007 capabilities through
BDC • Search over all your information from one location
BenefitsWhy use SharePoint with your Microsoft Dynamics NAV solution?
•Improve employee productivity•Increase efficiency with workflows and automation•Improve information access and sharing•Improve collaboration•Enhance creativity & communication
•Empower Information Workers
•Rich Integrated Capabilities
•Toolset and Development
Key Takeaways• More VALUE of your existing solutions!!!
• How to take advantage of your existing Dynamics NAV solution
• How to take advantage of Collaboration, Enterprise Search, Business Intelligence, Enterprise Content Management in SharePoint
• How to take advantage of the workflows in SharePoint
• Web Services in Microsoft Dynamics NAV 2009 enables you to leverage other Microsoft technologies
• Microsoft Office SharePoint enables Information Workers to work with Microsoft Dynamics NAV data