Application of SharePoint 2010 Tools and Methods in Microsoft Dynamics AX.

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Presentation transcript:

Application of SharePoint 2010 Tools and Methods in Microsoft Dynamics AX

About Me… Chip Thiel – Business Process Development Coordinator Ohio Gratings, Inc. Canton, Ohio Manufactures Welded / Forged Metal Bar Grating… Employees at 5 US facilities in 5 states, including affiliates with worldwide customers

Industrial

Architectural

Environmental

About OGi and AX… ERP Vantage Legacy (Progress DBMS) AX2009 Partial ….. (frozen) AX2012 Planned… (after) Microsoft Dynamics CRM TDCI BuyDesign Sales Configurator Standard and Make to Order

About OGi and SharePoint Microsoft SharePoint 2010…(Our Portal) NOT Dynamics AX Enterprise Portal Microsoft Office 2010, Outlook, Visio VPN, , Vmail, ACAD, etc.

How About You?

About You… Standup….. Survey Poll

About You… Sit Down….. If You…….

…You are Here because you have… Fully Functional SharePoint Environment Interest in Improvement with SharePoint Questions or Comments to Share or Just Learn More

Our Goal

You Hold the Cards We’ll use them later Your Own or My Card… Collaborative “Vote”… Interactive version of Survey…

(6) Functional Groups: Reference / Linkage Document Management Learning / Training Project Management / Promotion Team Collaboration / Communication Process Workflow

Reference / Linkage

Tagging System

Document Management

Check Out / Check In

Version History

Version Restoration

Learning / Training

AX Functions, SOP

Role Permissions

Project Management / Project Promotion

Team News, Blog

Team Agendas, Notes

Team Collaboration Team Communication

Content Search

Team Tasks, Discussion

Process Workflow

Standardized Process

Work Automation

Automation Workflows

Next Steps - Connect Informal Community Conversations Today AXUG Session Feedback/ Review AXUG Networking / Sharing Experiences AXUG Special Interest Group (SIG)

What Interests You Most? Please Vote with your Card… Or my Card… Or write on the back of any Card… Tell AXUG and me which Tool Groups Are most Interesting to YOU … (or) Need more of Your attention…

SharePoint Interest Groups: Reference / Linkage Document Management Learning / Training Project Management / Promotion Team Collaboration / Communication Process Workflow

Session Eval – SESSION CODE: POT46 Text POT46 [space] ANSWER to or 1. Overall satisfaction ANSWER Excellent1 Very Good2 Good3 Fair4 Poor5 2. Quality of speakers ANSWER ExcellentA Very Good9 Good8 Fair7 Poor6 3. Session provided info I can apply ANSWER Strongly AgreeB Somewhat AgreeC Neither Agree or DisagreeD Somewhat DisagreeE Strongly DisagreeF 4. Comments about this session ANSWER G [space] Example: POT46 1ABG Engaging

Session Eval – SESSION CODE: POT46 Text POT46 [space] ANSWER to or 1. Overall satisfaction ANSWER Excellent1 Very Good2 Good3 Fair4 Poor5 2. Quality of speakers ANSWER ExcellentA Very Good9 Good8 Fair7 Poor6 3. Session provided info I can apply ANSWER Strongly AgreeB Somewhat AgreeC Neither Agree or DisagreeD Somewhat DisagreeE Strongly DisagreeF 4. Comments about this session ANSWER G [space] Example: POT46 1ABG Engaging