Collaborative workspace in Microsoft Dynamics GP

Functionality such as portals and e-commerce can help your organization be more productive, and strengthen key relationships

Updated: June 14, 2007

Using familiar browser technology and existing software skills, collaborative workspace capabilities in Microsoft Dynamics GP lets you increase the productivity and efficiency of people and teams, be more responsive to customers, and stay true to your goals. At the same time, these features can help you reduce the cost of doing business.

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Provide browser-based team collaboration capabilitiesProvide browser-based team collaboration capabilities
Allow people and teams to be productive and in controlAllow people and teams to be productive and in control
Keep managers informed and empoweredKeep managers informed and empowered
Become a preferred vendor and trading partnerBecome a preferred vendor and trading partner
Increase customer satisfaction and sales resultsIncrease customer satisfaction and sales results
Demos and downloadsDemos and downloads
Next stepsNext steps

Provide browser-based team collaboration capabilities

Many businesses set up portals to provide better access to collaborative functions, documents, and information to workers, who use their Web browsers to connect online to the portals. Microsoft Dynamics offers a portal solution that implements easily, has minimal continuing support requirements, and helps enhance productivity. Collaboration capabilities in Microsoft Dynamics GP are built on well-proven Microsoft SharePoint technology. It integrates smoothly with your business management solution, and can quickly demonstrate value within your technological infrastructure.

With Microsoft Dynamics GP, you can provide employees, managers, customers and partners with an effective framework for collaboration and information sharing. You can give them secure, Web-based access to Microsoft Dynamics GP functionality, information, applications, and processes for easy access to information they need—whenever and wherever they need it. With personalized gateways to Microsoft Dynamics GP based on business roles, people can work productively with your business management solution, no matter where they are.

Allow people and teams to be productive and in control

Help eliminate needless limitations to individual or team productivity. Let employees access information, documents, and business functions through their browser, any time and anywhere. With Microsoft technology, teams can set up collaboration sites using pre-defined Web parts, and pursue their goals with efficiency. And employee portals can save your human-resource staff time by providing employees with self-service to access specified records, and manage requisitions, time, and expenses online.

Let employees manage information and streamline administrative tasks
Give employees at all levels secure access to appropriate information, such as entering their payroll hours, and reviewing specific human-resource records, tracking time, and more. These self-service capabilities can be set up to provide appropriate information for each employee's needs.

Simplify and control purchasing
Requisition management capabilities Microsoft Dynamics GP let employees submit purchase requisitions online, where managers can approve and send them automatically to the purchase order system in your business management system. You can reduce paperwork and data entry errors, and drive costs down by consolidating items and orders for better vendor terms. Customize the solution to have the right people review and approve requisitions, and set up automatic e-mail notification to make sure all requisitions receive timely consideration.

Reduce the costs and increase the effectiveness of project management
You want to be in firm control of the cost and progress of projects, avoiding surprises. The Project Time & Expense application in Microsoft Dynamics GP lets you track in detail project costs and time spent, and gives managers the ability not only to approve expenses and time used, but also to drive better project efficiencies. Customer billing based on Project Time & Expense can be more accurate and timely, making it possible to receive and book payments sooner.

Keep managers informed and empowered

Executives and managers can use Executive Center in Microsoft Dynamics GP to promote success based on smart decisions. You can, through the Executive Center, publish data and reports from the business management solution to the people who need to steer the business course, or export queries to Microsoft Office Excel for further analysis. In addition, business portal in Microsoft Dynamics GP can play a vital role in performance and compliance management:

Fast-track business performance management
Executives and managers need to be in touch with the true pulse of the business. Provide them with Key Performance Indicators (KPIs), so they can review business performance by KPIs, get a read on trends, and direct the organization toward its goals. Microsoft Dynamics GP comes with 20 pre-defined KPIs and makes it easy to set up additional ones. Requiring a minimal time investment, KPI management in Microsoft Dynamics GP can yield significant performance payoff.

Reduce the cost and complexity of compliance. Microsoft Dynamics GP works with the Microsoft Office System to help address Sarbanes-Oxley challenges, helping your managers take all the steps they need to make full compliance a documented fact—without being sidetracked by worrying about compliance issues. Use Microsoft Dynamics GP to keep compliance-related documents and data in a secure manner for your financial managers and auditors.

Become a preferred vendor and trading partner

Microsoft Dynamics GP helps you strengthen your key relationships with customers and suppliers by offering an uninterrupted online presence. You can create custom portals for customers and suppliers to give them access to key functions and information they need, and make it easy for them to do business with your organization. By running detailed queries on customers' and suppliers' dealings with your business, you can manage the vital relationships more closely and productively, spot emerging customer needs and plan to meet them, and derive better results from the key elements of your supply chain.

Get documents to the right people at the best time
With Electronic Document Delivery in Microsoft Dynamics GP, you can streamline communications with your customers and trading partners, and demonstrate consistent responsiveness to customer needs. Customize and automate the setup and e-mail distribution of business documents, using practical, flexible templates. Choose from a variety of efficient, widely used document formats, and let Microsoft Dynamics GP track delivery and receipt.

Increase customer satisfaction and sales results

Using Order Management in Microsoft Dynamics GP, customers can enter their orders online at their convenience, review order status, and enjoy prompt, responsive service from your company. Your sales associates can concentrate on supporting those customers who require hands-on assistance. For even better results, integrate business portal Order Management with your business management solution for most efficient, cost-effective processing of orders and sales.

Embrace Internet-based commerce with an integrated suite of applications that save you time and money and serve your customers better while opening your business to new global markets. Microsoft Dynamics GP for e-commerce offers seamless integration between your e-commerce solution and your business management system, eliminating rekeying of data, ensuring accuracy of information across all systems, helping you serve your customers better, and improving decision making at all levels.

Demos and downloads

Demos

Create a collaborative workspace and with portal capabilities
Approx. 5 Min

Unlock business potential and enhance productivity with portal capabilities in Microsoft Dynamics GP.

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Fact sheets

Business Portal

GP_BusPortal.pdf
1.5 MB
Portable Document Format file

GP_BusPortal.xps
2.8 MB
XML Paper Specification

Unlock business potential and enhance productivity by providing role-based access to information and processes from a single Web-based portal. Business portal in Microsoft Dynamics GP delivers applications, information, and processes to employees, customers, and partners across your organization, so they can make smart decisions and do their jobs more efficiently.

Project Time and Expense for Business Portal

GP_ProjectTE.pdf
952 KB
Portable Document Format file

GP_ProjectTE.xps
1.7 MB
XML Paper Specification

Project Time and Expense empowers project team members and managers with a way to effectively capture, review and approve project time and expense data on the Web, enabling prompt, accurate customer invoicing and efficient reimbursement for out-of-pocket employee expenses.

Electronic Document Delivery for Business Portal

GP EDocDelivery.pdf
873 KB
Portable Document Format file

GP_EDocDelivery.xps
2.4 MB
XML Paper Specification

Organize and schedule the e-mail delivery of sales orders, invoices, credit memos, and other sales documents to your customers in a wide variety of file formats, including XML, HTML, Microsoft Office Excel, or PDF format, reducing administrative overhead and increasing customer responsiveness.

Human Resources Online–Canada

GP_HRMSS_CANADA.pdf
297 KB
Portable Document Format file

GP_HRMSSS_CANADA.xps
1.1 MB
XML Paper Specification

Streamline human resource management and empower employees to manage their personal and work information from their browsers. Human Resources Online for Microsoft Dynamics GP– Canada integrates human resources (HR) data and helps provide accurate, current information across your organization.

Human Resources Online – US

GP_HRMSS_US.pdf
323 KB
Portable Document Format file

GP_HRMSSS_US.xps
1.8 MB
XML Paper Specification

Empower managers and employees to control human resources (HR) information through a personalized, roles-tailored Web portal. Smooth integration with Human Resources and Payroll in Microsoft Dynamics GP makes employee-specific data available to each employee and direct manager. Access is controlled by requiring users to log on, so personal information remains secure.

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Next steps

Get an overview of Microsoft Dynamics GP.

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