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Microsoft Dynamics GP and Microsoft Office
More information is available to more people today than ever before in human history. Having the right
information in the right place at the right time is critical to the success of any business, but can be difficult
to achieve if you're not using the right software tools.
For example, how do you:
- Get information to everyone who needs it?
- Avoid overloading your employees, colleagues, vendors, and customers with unnecessary information?
- Provide access to real-time data that enables the best responses to rapidly changing business
situations?
- Maintain appropriate security around sensitive data while not limiting decision maker's abilities to get
at the information they need?
- Maintain sound and consistent processes that meet legal requirements?
Microsoft Office 2003 and Microsoft Dynamics GP form a powerful tool that connects information with the
people and processes their organizations use to succeed.
Information for everyone
Provide more people in the organization with better visibility into the
company's operations so they can gain deeper insights, make better decisions, and take more effective
action.
Office Web Parts in Business Portal Pages
Business Portal is a powerful tool for exposing data to users in a variety of business roles. Role-based access
helps provide security to sensitive data because users only see the information that their role is allowed to
see. While it's easy to see a broad view of your data, individual users also can display more targeted
information that provides the at-a-glance view of the business measurements that are most important to
them for making timely, accurate decisions.
Additional integration points that provide information for everyone:
- You can use the Microsoft Dynamics GP Analytical Accounting module to export reports directly to
Excel for decision support analysis in a familiar environment.
- You can print virtually any Microsoft Dynamics GP report to a variety of file formats, including a
comma separated values (CSV) file that you can open in Excel and scrutinize.
- You can send virtually any Microsoft Dynamics GP report as an attachment to an e-mail message by
printing the report to the screen, then clicking the "Send To" button for fast, specifically targeted
collaboration and information sharing.
- You can use Business Portal on Windows® SharePoint Server to create cost-effective, robust Intranet
sites with real-time, role-based access to back-office data creating a proactive decision support system.
- If you're using FRx, you can select output options that enable you to send any FRx report as an e-mail
message or an attachment to a message. You also can send a link to a file that's stored on a shared
network location.
Another FRx output option is to export reports to an Excel 5.0 workbook. If you use this option, you
can specify whether to open Excel automatically when the report is generated, whether to require a
password to view the report, and whether or not to include row formats and export formulas with the
report.
Process Management
Improve organizational ability to anticipate, manage, and respond to changes in
the marketplace in order to maximize opportunities.
When your business applications share information effectively, your employees can get a better view of
what's happening throughout the organization, and gain the insight each of them needs to understand
how he or she can help achieve immediate results. The following case studies indicate some of the ways
Microsoft Dynamics GP and Office can make the right information available to the right people in your
company.
Sarbanes-Oxley Solution accelerator with Business Portal helps meet legal requirements
A company has instituted financial controls, documented its most critical processes, and worked hard to
follow the highest accounting standards. But the consequences for non-compliance have never been more
stringent; the Sarbanes-Oxley Act holds CEOs and CFOs personally responsible for the accuracy of financial
statements. Is the company doing enough? The Sarbanes-Oxley Solution Accelerator within Business Portal
works with Windows ServerT 2003, Microsoft SharePoint Services, and Microsoft Office InfoPath®, as well
as Microsoft Dynamics GP, to ensure that workers have the necessary alerts, information and routing
materials to ensure compliance with the Sarbanes-Oxley Act.
The Sarbanes-Oxley Act affects all publicly traded companies, private companies that are in the process of
becoming publicly traded, and private companies that plan to be acquired by a publicly traded firm.
FRx Report Books
Financial reports have been distributed one at a time in a piecemeal manner. Text reports are distributed
first. Later graphical reports and charts are created; they're shared in meetings or distributed through e-
mail. FRx Report Manager enables you to create a report book with all the reports and supporting
statements compiled in a single document and target it to a specific audience (department heads,
executive staff, board of directors, investors or shareholders), creating a more effective way of sharing
critical information.
Electronic Document Delivery in Business Portal
A company is working to increase efficiency and respond to customer requests by distributing invoices,
billing statements, and credit and debit memos electronically. If employees can respond successfully and
efficiently to the requests, they can decrease the chance of those customers moving to a competitor. But
while some customers have requested invoices and other documents in electronic format, not every
customer is prepared to receive documents this way. Electronic Document Delivery in Business Portal lets
you select types of documents to send electronically, specify the customers that will receive them in an
electronic format, and select the specific document format, such as HTML or PDF.
Effective Teamwork
Use communication and collaboration to improve the effectiveness of teams within
your organization, as well as with partners and customers to reach common understanding so they all can
work together with speed and agility.
While teamwork has been a critical element of successful businesses for years, the tools that enable
information sharing and collaboration to be built into your company's communication infrastructure have
never been stronger. Along the departments and functional areas within your own company, today's teams
can include vendor organizations and even customers, and Microsoft's integrated applications enable
everyone to work together with speed and agility
Windows SharePoint Services document workspaces
E-mail attachments are using up an unreasonable amount of server space and employees waste time
looking for documents in their overflowing e-mail in-boxes. There's a better way to share documents.
Document libraries created using Windows SharePoint Services enable employees to collaborate on
documents and post new documents that are available to everyone. When used with Business Portal, you
can improve the effectiveness of cross-functional or dispersed teams by creating department or team sites
that allow employees to easily read and share documents from a central location, while controlling access
to sensitive material, or work in process, through role-based restrictions.
Personal Impact
Provide tools that help individuals gain insight into the data they deal with each day, to
improve their ability to make the contributions that move your business forward in an increasingly
demanding business environment.
Our goal is to help people and businesses throughout the world reach their full potential. Helping
individuals improve their ability to contribute in an increasingly demanding business environment is a key
part of that objective. When employees have the right tools, they're better able to use their unique talents
and experiences to help your organization achieve its potential.
Microsoft Dynamics GP and Office: similar interface, increased efficiency
SmartList
SmartList is a Microsoft Dynamics GP querying tool that allows you to instantly create
sophisticated queries to find detailed information about customer, vendor, inventory item, and employee
records, as well as general ledger accounts. A number of pre-defined queries are included with Microsoft
Dynamics GP.
Business Portal
Business Portal is a role-based portal that integrates seamlessly with Microsoft Dynamics
GP to deliver applications, information, and processes to employees, customers, and partners across the
organization in a browser-based environment.
Business Portal with Key Performance Indicators
A company is trying to fine-tune its operations, but needs faster access to business measurements in a
proactive instead of reactive manner. Those measurements enable employees to make decisions more
quickly and base them on more accurate information. Key performance indicators (KPIs) are standard
business metrics that provide your company's managers with an easy-to-read assessment of the financial
health of the organization. KPIs are available through Microsoft Business Solutions Business Portal.
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