Microsoft Dynamics SL for collaborative workspaces

Help your staff, partners, and customers work better together with portal and e-commerce capabilities

Using familiar browser technology and existing software skills, business portal and e-commence capabilities in Microsoft Dynamics SL lets you increase the productivity of people and teams, work more efficiently with your business partners, and be more responsive to customers. At the same time, these features can help you reduce the cost of doing business.

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Provide team collaboration capabilities through a Web browserProvide team collaboration capabilities through a Web browser
Enable people and teams to be productive and in controlEnable 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
Provide better service to partners and customers with e-commerceProvide better service to partners and customers with e-commerce
Demos and downloadsDemos and downloads
Next stepsNext steps

Provide team collaboration capabilities through a Web browser

Many businesses set up business portals to provide workers using Web browsers with better online access to collaborative functions, documents, and information to workers. Implementation usually needs careful planning and can be costly. Microsoft Dynamics offers a portal solution that implements easily, has minimal continuing support requirements, and enables tangible productivity improvements right from the start. Business portal capabilities in Microsoft Dynamics SL are built on well-proven Microsoft Office SharePoint Server technology, integrate smoothly with your business-management solution, and quickly demonstrate value within your technological infrastructure.

With Microsoft Dynamics SL Business Portal, you can provide employees, field-service personnel, managers, customers, and partners with an effective framework for collaboration and information-sharing. Microsoft Dynamics SL gives all of these business stakeholders a simple, efficient way to access functionality, information, applications, and processes from Microsoft Dynamics SL online. With personalized gateways to Microsoft Dynamics SL that are based on business roles, people can work productively with your business management solution, no matter where they are.

Enable people and teams to be productive and in control

Use Microsoft Dynamics SL Business Portal to let employees access information, documents, and business functions through their browser, any time and anywhere. Teams can easily set up collaboration sites, using Business Portal Web parts, and pursue their goals with great efficiency. Especially valuable capabilities of the Business Portal are self-service human resources functionality and the management of requisitions, time, and expenses.

Let employees and managers control information and streamline administrative tasks

Simplify and control purchasing: Requisition Management in Business Portal lets 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 ensure the right people review and approve requisitions, and set up automatic e-mail notification to make certain all requisitions receive timely consideration.

Reduce the costs and increase the effectiveness of project management: Project Time & Expense in Business Portal 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 Business Portal's Executive Center to promote success based on smart decisions. You can, through the Executive Center, publish data and reports from your business management solution to the people who need to steer the business course, or export queries to Microsoft Office Excel 2003 for further analysis. In addition, Microsoft Dynamics SL Business Portal 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) for Business Portal, so they can review business performance by KPIs, get a read on trends, and direct the organization toward its goals. Microsoft Dynamics SL comes with 20 pre-defined KPIs and makes it easy to set up additional ones. Requiring a minimal time investment, KPI management in Business Portal in Microsoft Dynamics SL can yield significant performance payoff.

Reduce the cost and complexity of compliance: Implementing business portals using Microsoft Dynamics SL with the Microsoft Office Solution Accelerator for Sarbanes-Oxley helps to ensure that your managers take all the steps necessary to make full compliance a documented fact—without being sidetracked by worrying about compliance issues. Use Business Portal in Microsoft Dynamics SL to keep compliance-related documents and data available in a secure manner for your financial managers and auditors.

Become a preferred vendor and trading partner

Business Portal features within Microsoft Dynamics SL let you add value to your key relationships with customers and suppliers by offering an uninterrupted online presence. Build 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 for Business Portal, 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 SL track delivery and receipt.

Increase customer satisfaction and sales results: Using Order Management for Business Portal, 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 the most efficient, cost-effective processing of orders and sales.

Provide better service to partners and customers with e-commerce

Microsoft Dynamics SL e-commerce capabilities give you the flexibility to make e-business a part of your everyday business. Key to this is the Microsoft Dynamics SL Desktop, a browser-based portal that connects all employees within your organization, as well as business partners outside the organization, to the business applications they are authorized to access.

Fact Sheets 

Web Order

 sol_web_order.pdf
393 KB
Portable Document Format file

Empower your customers and employees with the flexibility and convenience of accessing and acting on key enterprise information anytime via the Web. Microsoft Dynamics SL Web Order gives staff and customers the ability to enter orders over the Internet; check order status any time, day or night; and inquire into current inventory availability and pricing.

eCommerce Gateway–EDI Edition

 eCommerce Gateway-EDI edition
251 KB
Portable Document Format file

 eCommerce Gateway – EDI edition
282 KB
XML Paper Specification

With Microsoft Dynamics SL, you can take advantage of the benefits of conducting business electronically to solidify your position in the value chain. Microsoft Dynamics SL eCommerce Gateway–EDI Edition works with Microsoft Dynamics SL Order Management to help integrate and automate business transactions with customers, vendors, and remote warehouses.

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Demos and downloads

Demos

icon_exe.gif Portal features for communication, collaboration
2:30 Min

Streamline the tools and applications used for communication, collaboration, and reporting to enhance productivity.

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Fact Sheets 

Business Portal

 Business Portal
313 KB
Portable Document Format file

 Business Portal
357 KB
XML Paper Specification

Uncover business potential and enhance productivity by providing user-specific access to information and processes from a single Web-based portal. Business Portal in Microsoft Dynamics SL delivers applications, information, and processes to employees, customers, and partners across your business.

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Next steps

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