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Business Portal

Boost productivity with a portal

Make your organization and its key relationships productive and efficient with business portal in Microsoft Dynamics GP

Using familiar browser technology and existing software skills, business portal 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, business portal features can help you reduce the cost of doing business.

Make business management and team collaboration capabilities available through the browser

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

With business portal in Microsoft Dynamics GP, you can provide employees, managers, customers and partners with an effective framework for collaboration and information sharing. Microsoft Dynamics GP gives all of these business stakeholders an easy, efficient way to access functionality, information, applications, and processes from Microsoft Dynamics GP online. 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

With business portal in Microsoft Dynamics GP, you can eliminate needless limitations to individual or team productivity. 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 a business portal are human resources self-service 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 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. 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 the 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, 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) 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 GP 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 GP can yield significant performance payoff.
You can now reduce the cost and complexity of compliance. Implementing business portals using Microsoft Dynamics GP with the Microsoft Office Solution Accelerator for Sarbanes-Oxley helps to ensure that your managers take all the steps they need to make full compliance a documented fact—without being sidetracked by worrying about compliance issues. Use business portal in Microsoft Dynamics GP to keep compliance-related documents and data are available in a secure manner for your financial managers and auditors.
 

Become a preferred vendor and trading partner

Business portal features within Microsoft Dynamics GP 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 GP 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 most efficient, cost-effective processing of orders and sales.
 

Demos and downloads

Demos

Business portal
Approx. 5 Min

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

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Fact sheets

Business Portal
GP_BusPortal.pdf
1.4 MB
Portable Document Format file

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.

Project Time and Expense
GP_ProjectTE.pdf
769 KB
Portable Document Format file

Project Time and Expense provides 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
GP EDocDelivery.pdf
448 KB
Portable Document Format file

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

HR Management Self-Service Suite: Canada
GP_HRMSS_CANADA.pdf
593 KB
Portable Document Format file

Streamline human resources management, and empower employees to view and update personal information from any Web browser. The HR Management Self-Service Suite for business portal integrates human resources and payroll data and helps provide accurate, current information across your organization.

HR Management Self-Service Suite: United States
GP_HRMSS_US.pdf
683 KB
Portable Document Format file

Streamline human resources management, and empower employees to view and update personal information from any Web browser. The HR Management Self-Service Suite for business portal integrates human resources and payroll data and helps provide accurate, current information across your organization.

Key Performance Indicators (KPIs)
GP_KPI.pdf
528 KB
Portable Document Format file

Define and deliver key performance indicators (KPI) to individuals' desktops via a Web portal. You can set up personalized views of the key business information each person needs in order to monitor and act on business performance. Profitability, debt-to-equity, and gross margin

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