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Microsoft Dynamics NAV 2009 and SharePoint Integration Prashant Sinha Solution Architect Credit – Microsoft Corporation

Microsoft Share Point And Microsoft Dynamics Nav 2009

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Microsoft SharePoint And Microsoft Dynamics Nav 2009 Integration

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Page 1: Microsoft Share Point And Microsoft Dynamics Nav 2009

Microsoft Dynamics NAV 2009 and SharePoint Integration

Prashant Sinha Solution Architect

Credit – Microsoft Corporation

Page 2: Microsoft Share Point And Microsoft Dynamics Nav 2009

Integration is Great

Page 3: Microsoft Share Point And Microsoft Dynamics Nav 2009

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

Page 4: Microsoft Share Point And Microsoft Dynamics Nav 2009

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

Page 5: Microsoft Share Point And Microsoft Dynamics Nav 2009

Integration under the hood

• Integration is happening ”under the hood”• Not visible

• Standardized integration• Is cost effective!

Page 6: Microsoft Share Point And Microsoft Dynamics Nav 2009

Integration Possibilities

•Putting data into Microsoft Dynamics NAV

•Pulling data out of Microsoft Dynamics NAV

•Running Microsoft Dynamics NAV business logic

Page 7: Microsoft Share Point And Microsoft Dynamics Nav 2009

Bringing it Together

Unstructured Structured

Infrastructure

Desktop Data Center

Page 8: Microsoft Share Point And Microsoft Dynamics Nav 2009

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

Page 9: Microsoft Share Point And Microsoft Dynamics Nav 2009

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

Page 10: Microsoft Share Point And Microsoft Dynamics Nav 2009

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

Page 11: Microsoft Share Point And Microsoft Dynamics Nav 2009

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

Page 12: Microsoft Share Point And Microsoft Dynamics Nav 2009

Workflow Contd

• Sends completion email to CSR

Workflow completes

• Updates quote with price

• Sees item in Cue

Sends quote to customer

Workflow

CSR

Page 13: Microsoft Share Point And Microsoft Dynamics Nav 2009

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

Page 14: Microsoft Share Point And Microsoft Dynamics Nav 2009

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

Page 15: Microsoft Share Point And Microsoft Dynamics Nav 2009

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