Microsoft Dynamics GP Business Portal
Course 8518: Two days; Instructor-Led
On This Page
Introduction
The two-day Microsoft DynamicsT GP Business Portal course
explores the installation and setup required to manage Business
Portal.
Audience
Customers wanting to learn the basic features and to develop a
working knowledge of the typical day-to-day procedures required to
effectively use Microsoft Dynamics GP Business Portal.
GP Business Portal training is recommended for anyone who plans
to implement, use, maintain, consult, or support Business Portal.
At Course Completion
After completing this course, students should be able to:
| • |
Install and configure the setup of
Business Portal to fit your business needs |
| • |
Create Business Portal roles, add users
to a role and modify that role |
| • |
Perform query creation and query
administration |
| • |
Understand process for creating a
Portal Page with web parts that publish and subscribe |
| • |
Setup and modify site content in
Business Portal |
| • |
Add KPIs to your Business Portal
installation and customize KPI queries |
| • |
Understand different types of Business
Portal implementations |
Prerequisites
Before attending this course, students must have:
| • |
General knowledge of Microsoft Windows
Server 2003 |
| • |
General knowledge of Microsoft Windows
SharePoint Services |
| • |
General knowledge of Microsoft Dynamics
GP or SL |
Microsoft Certified Professional Exams
No Microsoft Certified Professional exams are associated with
this course currently.
Course Materials
The student materials include a comprehensive workbook and other
necessary items for this class.
Course Outline
Chapter 1: Overview
This chapter gives students a general overview of the features
and benefits of using the Business Portal module in an integrated
environment.
Main Topics
| • |
Business Portal Training Objectives |
| • |
Business Portal Features and Benefits |
| • |
Business Portal Components |
After completing this chapter, students should be able to:
| • |
Identify the features and benefits
available when using Business Portal |
| • |
Discuss the key features and benefits
that Business Portal offers |
Chapter 2: Business Portal Configuration and Prerequisites
This chapter focuses on the setup procedures for the Business
Portal module.
Main Topics
| • |
Business Portal Setup Training
Objectives |
| • |
Business Portal Hardware Configurations |
| • |
Business Portal System Requirements |
| • |
Network Environment |
| • |
SQL Server Configuration |
| • |
Installation Preparation |
| • |
Web Server Setup |
Labs
| • |
Check your network for the required
platforms, servers, applications and service packs required
for a Business Portal installation |
After completing this chapter, students should be able to:
| • |
Customize settings for the Business
Portal module |
| • |
Verify all required platforms, servers,
applications and service packs required for a Business
Portal installation |
Chapter 3: Business Portal Installation
This chapter defines the ways that transactions can be entered
and posted in Business Portal. You explore the different types of
transactions, receipts and deposits that may be entered in this
module. This chapter explains how each type of transaction may
update the cash balance in the general ledger, the checkbook balance
in Business Portal or both.
Main Topics
| • |
How to install Business Portal server
on your network |
| • |
The step-by-step process of
installation |
| • |
The services that need to installed and
running when you install Business Portal |
| • |
Setting up Windows SharePoint Services |
Labs
| • |
Windows SharePoint Services
Installation and Setup |
| • |
Business Portal 3.0 Installation |
After completing this chapter, students should be able to:
| • |
Install and setup Windows SharePoint
Services |
| • |
Install Business Portal 3.0 |
Chapter 4: Business Portal Post Installation Activities
This chapter examines the steps necessary to start Business
Portal. The process to configure Business Portal is covered in
detail. Time is spent discussing Post Installation performance
tuning.
Main Topics
| • |
Configuring, starting and removing
Business Portal |
| • |
Business Portal performance tuning |
Lab
| • |
Configure Business Portal for Secure
Web Sites |
| • |
Configure Terminal Services for
Business Portal |
| • |
Workstation configuration for Internet
Explorer Browser Settings |
| • |
Start up Business Portal |
After completing this chapter, students should be able to:
| • |
Configure, start and remove Business
Portal |
| • |
Configure Internet Explorer to access
Business Portal |
Chapter 5: Business Portal Administration
This chapter examines navigating Business Portal pages and the
functions that each type of portal page provides. Business Portal
roles are covered in detail; creating roles, adding users to roles,
modifying roles and deleting roles... Time is also spent discussing
query creation and query administration.
Main Topics
| • |
Site Settings and Windows SharePoint
Services |
| • |
Managing Business Portal Users |
| • |
Business Portal Roles |
| • |
Business Portal Queries |
| • |
Query Administration |
Lab
| • |
Add users to the Business Portal |
| • |
Assign users to an advanced role |
| • |
Modifying a user: name, roles and data
permissions |
| • |
Remove a user |
| • |
Portal Roles: create, modify and data
permissions |
| • |
Queries: create, modify and save or
print results |
| • |
Query Administration: move, remove and
share queries |
After completing this chapter, students should be able to:
| • |
Add users and roles to Business Portal |
| • |
Create and modify portal queries |
| • |
Perform Business Portal query
administration |
Chapter 6: Personalization
This chapter discusses Web pages and parts. By actively
participating in this chapter, students will learn how to create
different kinds of web pages and web parts; how web part properties
affect web pages; integrating web parts and creating web parts that
publish and subscribe.
Main Topics
| • |
Predefined web pages and parts |
| • |
Types of pages and web parts |
| • |
How to change web part properties |
| • |
How to create a menu web part or page |
| • |
Creating a portal page with integrated
web parts |
| • |
How to create a result viewer web part
or page |
| • |
How to create publishing and subscriber
web parts |
| • |
How to edit existing pages and parts |
Labs
| • |
Create a Portal Page with web parts |
After completing this chapter, students should be able to:
| • |
Create a portal page |
| • |
Create web parts |
| • |
Edit portal pages and web parts |
Chapter 7: Event Publishing and Subscribing
This chapter discusses the process for creating portal pages with
web parts that publish and subscribe. Working with primary and
simple lists, the results viewer and how to establish communication
between web parts is covered in detail.
Main Topics
| • |
Creating a portal page with web parts
that Publish and Subscribe |
| • |
Creating multiple Subscribers and
Publishers |
| • |
Adding Web Parts from the toolbar |
| • |
Working with Primary and Simple Lists |
| • |
Setting up a Results Viewer |
| • |
Establishing communication between web
parts |
| • |
Modifying existing pages and web parts |
Labs
| • |
Create a Portal Page |
| • |
Setting up the Primary Publishing List |
| • |
Setting up the Form Results Viewer |
| • |
Setting up the Rich List Result Viewer |
| • |
Establishing Communication between web
parts |
| • |
Modifying the Primary Publishing List
web part |
| • |
Modifying the Form Viewer Web Part |
| • |
Modifying the Rich List Result Viewer
Web Part |
After completing this chapter, students should be able to:
| • |
Create a portal page with necessary web
parts that will publish and subscribe |
Chapter 8: Site Content Management
This chapter focuses Site Content Management and how to leverage
Windows SharePoint Services to create personalized web content for
users. Setup and modification of Site Content is covered in detail.
Main Topics
| • |
Leveraging Windows SharePoint Services
to create personalized web content for users |
| • |
Setup and modifying Site Content |
Labs
| • |
Creating New Site Content |
| • |
Modifying Site Content |
After completing this chapter, students should be able to:
| • |
Set up and modify Site Content in
Business Portal Installations |
Chapter 9: Key Performance Indicators (KPIs)
This chapter discusses understanding Key Performance Indicators
and how to add a KPI to your Business Portal installation. KPI types
and queries are also covered during in detail.
Main Topics
| • |
Understand how to add KPIs to your
Business Portal Installation |
| • |
How to use KPI queries in Business
Portal |
| • |
Understand the different types of KPIs
you can create |
Labs
| • |
Install the Key Performance Indicator
application |
| • |
Create a KPI |
| • |
Setup Alert Ranges |
| • |
Add a KPI Web Part to a Business Portal
page |
After completing this chapter, students should be able to:
| • |
Understand Key Performance Indicators
and how to use them in Business Portal installation |
| • |
Understand KPI queries and create and
use queries in Business Portal |
| • |
Differentiate between KPI types |
Chapter 10: Implementation Scenarios
This chapter discusses the different types of implementation
scenarios that can be done with the Business Portal.
Main Topics
| • |
HR Portal |
| • |
Sales Portal |
| • |
Finance Portal |
| • |
Executive Portal |
| • |
Company Portal (Intranet) |
| • |
Customer Portal (Extranet) |
After completing this chapter, students should be able to:
| • |
Understand different implementations
for Business Portal in their company |
| • |
Have more confidence in their ability
to use Business Portal in their company |
Appendix A: WSS Admin Pages
This appendix discusses Windows SharePoint Services
Administration pages.
Main Topics
| • |
Manage Site Users |
| • |
Manage User Groups |
| • |
Managing Web Part Catalogs |
| • |
Managing Web Discussions |
| • |
Managing List Template Gallery |
| • |
Managing Sites and Workspaces |
| • |
Managing Web Part Gallery |
| • |
Managing General Settings |
Labs
| • |
Add and delete a new user or cross-site
group |
| • |
Manage web part catalogs |
| • |
Manage web discussions threads |
| • |
Manage List Template Gallery; adding
and removing templates |
| • |
Manage Site Template Gallery; adding
and removing templates |
| • |
Manage Web Part Gallery: adding and
removing web parts |
| • |
Change regional settings |
| • |
Managing alerts |
After completing this appendix, students should be able to:
| • |
Understand Windows SharePoint Services
Administration pages |
