This page includes links to the Business Portal documentation resources for Microsoft Dynamics GP. You can right-click the document links and choose Save Target As to save the documents to your computer.
Installation Guide Explains how to install Business Portal on a Web server running either Windows SharePoint Services or Office SharePoint Server. Includes maintenance and troubleshooting information, and also describes how to set up Business Portal for extranet access. (94 pp.)
Business Portal Administrator's Guide Includes information for administrators who set up and provide access to Business Portal, manage its daily use, create back office queries, and generate reports. Describes the Business Data Catalog and Search, and includes reference information about users and roles. (192 pp.)
Business Portal User's Guide Explains concepts and helps users complete day-to-day tasks in Business Portal. Also includes information about queries and accessing the back office. (34 pp.)
Electronic Document Delivery Explains how to set up and administer Electronic Document Delivery, which you can use to send invoice, credit memo, debit memo, finance charge, and return documents to your customers via e-mail or a Web service. (40 pp.)
Field Service Suite Explains how to set up and use Field Service Suite, which you can use to view, modify, and create service calls and return merchandise authorizations using Business Portal. (29 pp.)
Human Resources Management Self Service Suite Administrator's Guide Explains how to set up and maintain Employee Profile, Employee Pay, Time and Attendance, Skills and Training, and Recruitment. Also describes how to set up workflow to route and approve documents. (94 pp.)
Human Resources Management Self Service Suite Canadian Release Explains how the Canadian version of Human Resources Management Self Service Suite differs from the U.S. version, including system requirements. (3 pp.)
Human Resources Management Self Service Suite User's Guide Describes how employees and managers can use the applications in the Human Resources Management Self Service Suite to update personal information, enter timecards, view paychecks, submit vacation requests, and complete other self-service tasks. (94 pp.)
Key Performance Indicators Explains how to set up the Key Performance Indicators application, including information about sample KPIs and the Executive Center site. Also describes how to create and administer KPIs and display them to Business Portal users. (130 pp.)
Order Management Administrator's Guide Explains how to set up Order Management in an intranet or extranet environment. Also explains how to set up Microsoft Dynamics GP and Catalog Maintenance for use with Order Management. (74 pp.)
Project Time and Expense Administrator's Guide Explains how to set up and maintain Project Time and Expense, a Web-based time and expense tracking tool that integrates with Personal Data Keeper. (26 pp.)
Project Time and Expense User's Guide Describes how to enter and approve timesheets and expense reports, and view project-related information. (32 pp.)
Requisition Management Administrator's Guide Explains how to set up and administer Requisition Management, which employees can use to create, approve, and modify purchase requests in Business Portal. (46 pp.)
Requisition Management User's Guide Explains how to use Requisition Management to create and approve purchase requests using Business Portal, and then convert them to purchase orders in Microsoft Dynamics GP. (42 pp.)
What's New in Business Portal for Microsoft Dynamics GP 10.0 Describes the new features and enhancements for Business Portal for Microsoft Dynamics GP 10.0. (2 pp.)
Planning for security in Business Portal Describes the Business Portal architecture and explains concepts related to securing the network, the Web server, the Web site, and data.