Business Portal for Microsoft Dynamics SL helps enhance productivity and business potential by giving employees, partners, and customers secure access to up-to-date information on a browser any time or anywhere it's needed.
By providing the familiarity of Microsoft Office system applications and the Microsoft Windows SharePoint Services interface, Business Portal can help your team efficiently collaborate and increase productivity so that you realize a greater return on your business management solution investment.
Work when you need to, where you need to
When you're traveling or working from home, or if your organization has multiple subsidiaries across diverse locations, you want the information you need to be up-to-date and available all the time. With Business Portal it can be.
You can create a Windows SharePoint Services–based Web site for your projects using the Business Portal Web interface.
Each person can have customized, role-based access to your company's business information and documents.
Managers and employees can view details about individual tasks and projects.
Windows SharePoint Services enables you to store and modify documents, share schedules and calendars, and enable discussions through a Web-based, user-controlled portal.
See a single, up-to-date, companywide view of all aspects of each job, including accounting, overall profitability, and customer and client relationships.
Streamline the requisitioning processes. Within each project, you can create tracking sheets and systems to view project management and project management accounting (PMA), including these key elements:
Your information is updated immediately and available to everyone who needs it, regardless of his or her location.
Manage projects effectively to meet customer expectations. In Business Portal, project managers can view project data in summary or in detail.
Maintain control of your budgets. In project management work, it's crucial for your people to be able to see the budget status of each project.
See which projects are staying within or exceeding their budgets.
List budget requests and expense reports to calculate what has been approved, rejected, and completed.
Create new projects and entries as needed.
Integrate budget information with existing projects.
Access the information you need to manage your business. Whether you're in the office or on the road, the Executive Project Analyst view in Business Portal provides you with up-to-the-minute schedule and budget status information for each of your customer's projects. From the same page, you can also access specific customer information—such as account summaries, retention percentage, billing information, projected net profit from the transaction, and even the currency the customer uses. The Windows SharePoint Services interface also enables you to organize the information to match the way you do your job.
Intra-company communication. For your organization to be as effective as possible and meet client requirements, your people need up-to-date, clear communication about accounts and projects. They also need easy access to information about company policy, time-off policies, and benefits. Business Portal for Microsoft Dynamics SL enables you to create an unlimited number of Web sites to store and share information regarding employee policies, your business strategies, human resources (HR) operations, and even company events. These are internal Web sites with strong security features that can be accessed and updated quickly and easily.
Use Business Portal for Microsoft Dynamics SL to share project, task, and other internal information with your people so they can be effective in meeting the needs of your customers. In addition, Business Portal can help you communicate with important vendors and customers so that they can collaborate during project development.
