Microsoft SharePoint and Dynamics GP Integration

 
Microsoft SharePoint 2010 enables all documents, such as incoming purchase invoices and outgoing sales invoices to be easily and securely stored in a legally binding, revision-proof format.
 
SharePoint offers a fantastic, rapid search facility which includes a full link to the electronic version of the document held within the Dynamics GP database. Not only does the advanced search function of SharePoint allow you to search and retrieve Microsoft Dynamics GP data, but also data from Microsoft Office Word 2010 documents, Office Excel 2010 spreadsheets, and Office Outlook 2010 e-mail messages, as well as other types of documents by utilising the Business Data Catalog (BDC) in SharePoint 2010.
 
Dynamics GP includes a number of pre-defined embedded SharePoint workflows including:
 
  • General Ledger Batch Approval
  • Receivables Management Batch Approval
  • Payables Management Batch Approval
  • Credit Limit Override Approval in Sales Order Processing Entry
  • Sales Quote Approval
  • Purchase Order Approval
  • Onboarding & Terminating Employees
  • Preventive Maintenance Escalations
  • Onboarding & Terminating Employees
  • Vendor Approval
 
By using pre-configured workflows based on SharePoint, Dynamics GP enforces streamlined business processes.
 
SharePoint 2010 gives even more options for workflow development than its predecessor MOSS 2007, including Visual Studio 2010, SharePoint Designer 2010 and Visio 2010 in addition to the standard Microsoft SharePoint Foundation. M4 Systems can easily extend the standard workflows or develop custom-built workflows to fully meet your business process requirements. 
 
Given SharePoint’s deep integration with Office, users can trigger workflows inside their Office applications and can also see when workflow tasks have been assigned to them from within Microsoft Dynamics, Outlook or SharePoint.

Other benefits of SharePoint and GP Integration are:

  • Over 220 built-in Excel reports refreshed with a single click, can be accessed through Microsoft Dynamics GP, a network file share, or a SharePoint Server site
  • Drill Down Builder lets you quickly define your drill-down location in Microsoft Dynamics GP, and then embed the field into Word documents, Outlook e-mail messages, Excel and SQL Server Reporting Services reports, and SharePoint pages – thus making it easier to retrieve and share data from any module, window, or ISV application
 
In order to help organisations to achieve sustainable competitive advantage, M4 Systems delivers Microsoft integrated solutions based on Dynamics GP (financial management), CRM (customer relationship management) and SharePoint (document management).
 
 

Customer centre

"M4 has provided us with an excellent service from day one. The successful completion of a second, very high profile project has only increased their credibility within the business..."
Natasha Towns
Business Applications Manager,
Logicalis UK

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