Business Portal resources for Microsoft Dynamics GP

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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.

On This Page
Installation guideInstallation guide
Administrator and user guidesAdministrator and user guides
Related white papersRelated white papers

Installation guide

Name and descriptionDownloads Last updated

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.)

Installation Guide (BusinessPortalInstallation.pdf)Download as PDF
1,556 KB

Installation Guide (BusinessPortalInstallation.xps)Download as XPS
2,393 KB

August 29, 2008

Administrator and user guides

Name and descriptionDownloads Last updated

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.)

Note

The Security Synchronization UtilityCustomerSource logon required mentioned in this document is available for download on CustomerSource.

Business Portal Administrator's Guide (BusinessPortalAdminGuide.pdf)Download as PDF
2,101 KB

Business Portal Administrator's Guide (BusinessPortalAdminGuide.xps)Download as XPS
2,186 KB

March 29, 2007

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.)

Business Portal User's Guide (BusinessPortalUsersGuide.pdf)Download as PDF
717 KB

Business Portal User's Guide (BusinessPortalUsersGuide.xps)Download as XPS
854 KB

March 27, 2007

Common KPIs Guide
Explains how to create common KPIs, such as your current ratio and gross profit margin. (78 pp.)

Common KPIs Guide (CommonKPIsGuide.pdf)Download as PDF
831 KB

Common KPIs Guide (CommonKPIsGuide.xps)Download as XPS
1,384 KB

March 22, 2007

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.)

Electronic Document Delivery (ElectronicDocumentDelivery.pdf)Download as PDF
657 KB

Electronic Document Delivery (ElectronicDocumentDelivery.xps)Download as XPS
891 KB

March 22, 2007

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.)

Field Service Suite (FieldServiceSuiteUserGuide.pdf)Download as PDF
733 KB

Field Service Suite (FieldServiceSuiteUserGuide.xps)Download as XPS
1,218 KB

November 6, 2007

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 Administrator's Guide (HRMAdministratorGuide.pdf)Download as PDF
1,190 KB

Human Resources Management Self Service Suite Administrator's Guide (HRMAdministratorGuide.xps)Download as XPS
1,887 KB

April 11, 2007

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 Canadian Release (HRMCanadianRelease.pdf)Download as PDF
283 KB

Human Resources Management Self Service Suite Canadian Release (HRMCanadianRelease.xps)Download as XPS
760 KB

April 14, 2008

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.)

Human Resources Management Self Service Suite User's Guide (HRMUserGuide.pdf)Download as PDF
1,044 KB

Human Resources Management Self Service Suite User's Guide (HRMUserGuide.xps)Download as XPS
1,424 KB

April 11, 2007

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.)

Key Performance Indicators (KeyPerformanceIndicators.pdf)Download as PDF
1,959 KB

Key Performance Indicators (KeyPerformanceIndicators.xps)Download as XPS
2,684 KB

April 3, 2007

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.)

Order Management Administrator's Guide (OrderManagementAdministratorGuide.pdf)Download as PDF
972 KB

Order Management Administrator's Guide (OrderManagementAdministratorGuide.xps)Download as XPS
1,786 KB

March 27, 2007

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 Administrator's Guide (ProjectTimeAndExpenseAdministratorGuide.pdf)Download as PDF
642 KB

Project Time and Expense Administrator's Guide (ProjectTimeAndExpenseAdministratorGuide.xps)Download as XPS
1,269 KB

March 28, 2007

Project Time and Expense User's Guide
Describes how to enter and approve timesheets and expense reports, and view project-related information. (32 pp.)

Project Time and Expense User's Guide (ProjectTimeAndExpenseUserGuide.pdf)Download as PDF
742 KB

Project Time and Expense User's Guide (ProjectTimeAndExpenseUserGuide.xps)Download as XPS
1,469 KB

March 28, 2007

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 Administrator's Guide (RequisitionManagementAdmin.pdf)Download as PDF
727 KB

Requisition Management Administrator's Guide (RequisitionManagementAdmin.xps)Download as XPS
1,063 KB

March 21, 2007

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.)

Requisition Management User's Guide (RequisitionManagementUser.pdf)Download as PDF
629 KB

Requisition Management User's Guide (RequisitionManagementUser.xps)Download as XPS
1,081 KB

March 21, 2007

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.)

What's New in Business Portal for Microsoft Dynamics GP 10.0 (WhatsNew.pdf)Download as PDF
100 KB

What's New in Business Portal for Microsoft Dynamics GP 10.0 (WhatsNew.xps)Download as XPS
40 KB

March 29, 2007

Related white papers

Name and description

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.

Using Web Services for Microsoft Dynamics GP in Business Portal
Describes how to use Visual Studio 2005 and Web Services for Microsoft Dynamics GP 10.0 to create a new Business Portal web part.



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