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Parent Category: BUSINESS PORTAL
Web-based portal. Business Portal integrates with Microsoft Dynamics GP to deliver applications, information, and processes to employees, customers, and partners across the organization.
This sub section has:
- Installation related posts
- Moss and WSS comparison posts
- Changing the look and feel of the Business Portal related posts
- What’s new in the Business Portal community?
- How Business Portal helps you with features like:
- Document Management
- Key Performance Indicators (KPIs) and Executive Center
- HRM Self Service Suite
- Requisition Management
- Project Time and Expense
- Electronic Document Delivery
- Order Management
- Increased Availability of Information Throughout Your Business
- More Efficient Completion of Employees’ Common Tasks
- Web Browser Access to Business Applications
- Out-of-the-Box Access to Microsoft Dynamics GP Data and Processes and much more
Under this sub section, you will find several posts about Business Portal like Types of Key Performance Indicators (KPI) that can be created in Business Portal, Sending emails to Users using SQL Server, posts related to Requisition Management Integration with MOSS 2007 and a comparison of WSS vs MOSS 2007...
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Once we figured out how to get the e-mail addresses out of Active Directory, we needed to write a routine that could query a GP table and notify users if a transaction was created, or if one had not yet been submitted.
Let's start with a quick overview of Database Mail. Database Mail in SQL 2005 is a significant improvement over the prior SQL Mail feature. The biggest improvement in Database Mail is that it now uses SMTP instead of MAPI, so you no longer have to have a mail client configured on the database server. It is also very easy to configure and use.
Configuring Database Mail is relatively straightforward, so I won't cover it in detail here (if you want more info on the configuration, post a comment and let me know).
Once you have Database Mail configured and tested, you are ready to test a SQL statement to send an e-mail. Here is a simple example of the sp_send_dbmail procedure:
EXEC msdb.dbo.sp_send_dbmail
@profile_name = 'DBMAIL',
@recipients = 'recipient@domain.com',
@body = 'Test Database Mail Message',
@subject = 'Database Mail Test';
After executing this procedure, if…
Recently I responded to a thread on Dynamics GP Community forum pertaining to the subject in the title of this post. I thought I place the Q&A in this post since it might be helpful for others when they come across the same questions.
Q. Do we need to have Business Portal installed to integrate Requisition Management with MOSS 2007?
A. Requisition Management is part of Business Portal and not exactly part of MOSS 2007 or no integration for that matter. Business Portal itself…
This is the most common question I get to hear from many customers as well as various forums discussing on Dynamics GP. I thought I’d put some information here for those who are uncertain about which way they should go, whether WSS or MOSS 2007.
1. If you want to install Business Portal, You can choose either Windows SharePoint services (WSS) or Microsoft Office SharePoint (MOSS) 2007. It works with both these services. However, It depends on other factors also as given in below lines.
2. Within Business Portal, If you are looking to have the…
I was actually looking for a solution on this and I’m glad that Allan Cahill from Dynamics GP technical support has provided a great solution recently in response to a question raised by another fellow member on Dynamics GP Forums. You can find the link to this thread by clicking here.
Put the new gif (example of type) file in the same folder as the logo.gif (By default, it is C:\Program Files\Microsoft Dynamics\Business Portal\Portal\Images)
2.…
Requisition Management is an easy to deploy and easy to use system that allows you to automate parts of your purchase requisition process, and integrates directly to GP. Requisition Management is included in the Advanced Management version of GP. It does require the deployment of Business Portal.
The set up is fairly straight forward, requiring the following configurations:
- Company defaults
- Approval hierarchy and approval limits
- Business Portal role assignment to users
I created a short video to walk through part of this process.
Requi…
This video shows how an accounting department might use SharePoint to help control their…
Business Portal Executive Center
Why this feature is cool!
The Executive Center in Business Portal for Microsoft Dynamics GP 2010 has been completely updated to display new KPI’s and metrics based on SQL Server Reporting Services (SSRS) reports. We have…
After taking a quick two week hiatus (not because of a lack of features, but for a lack of time to get these done!), the “Do you know?” series of the week is back! In this series, we give tips, tricks, and general comments around features and functions that already exist in Microsoft Dynamics GP.
Our challenge to you is…how much do you really know about Dynamics GP?
This…
Folks, as you may (or may not) know Microsoft SharePoint 2010 is feature-complete with the beta release being shipped in the next coming days. Microsoft Office 2010 beta should be out almost simultaneously -- for my previous posts on Microsoft Office 2010 click here.
In addition, you may want to clap for this one: SharePoint 2010 will…
I have spent the morning configuring sharepoint services, Dynamics GP 2010 web services etc. to install Business Portal 5.
One of the pre requisites is that Dynamics GP 2010 web services are installed before business portal 5. Having followed the wizard I was convinced that the Dynamics GP 2010 web services were installed , however the business portal 5…
A couple of people have posted in the newsgroups about installation problems with Business Portal when their server was named “BP”
I was thinking of much apt title for this post, I couldn’t get one. This post is about some of the pain areas in Requisition Management module for Dynamics GP (BP 3.0 or 4.0 or 5.0 whatever version we are). Because I feel we continue to see the same functionality since the old Business Portal 3.0 for Dynamics GP 9.0, Business Portal 4.0 for Dynamics GP 10.0 or Business Portal 5.0 for Dynamics GP 2010 with few exceptions. Having said that, We also understand there’s a lot of feature enhancements for BP as a whole, Workflows, Web services and Dynamics GP itself that is helping Dynamics GP to withstand as a favorite product to many in terms of choice.
I have implemented Requisition Management module in several places and I must say the product is flexible to implement and a robust functionality than what we could expect from. Yet, I opine that It has certain limitations which has to be addressed at least in the…
When the user launched the Business Portal website, and navigated to enter a purchase requisition for this new company, they could create the requisition header just fine. They clicked on the Add Item field to open the item selection window. Did a look up on the item numbr field, to display a list of the available items in GP…all fine so far. However, once they selected an item and clicked Select, they got the following message:
The multi-part identifier “T2.Null.[CMPTITNM]6″ could no be bound. ORDER BY items must appear in the select list if the statement contains a UNION, INTERSECT or EXCEPT operator. The multi-part identifier “T2.Null.[CMPITUOM]7″ could no be bound. ORDER BY items must appear in the select list if…
1.) List - A List KPI display multiple KPI's together. The example below is a Lists KPI that displays four individual KPI's. The displayed row, "Ian's Sales" is a single KPI.
Alert ranges can be set up to indicate "Normal", "Warning", and "Critical" values. The colored text indicates the different alert levels.
2.) Alert - An Alert KPI displays alerts using icons.
3.) Bar Chart -…