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

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Presentation on theme: "Application of SharePoint 2010 Tools and Methods in Microsoft Dynamics AX."— Presentation transcript:

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

2 About Me… Chip Thiel – Business Process Development Coordinator Ohio Gratings, Inc. Canton, Ohio Manufactures Welded / Forged Metal Bar Grating….. 375 Employees at 5 US facilities in 5 states, including affiliates with worldwide customers

3 Industrial

4 Architectural

5 Environmental

6 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

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

8 How About You?

9 About You… Standup….. Survey Poll

10 About You… Sit Down….. If You…….

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

12 Our Goal

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

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

15 Reference / Linkage

16 Tagging System

17 Document Management

18 Check Out / Check In

19 Version History

20 Version Restoration

21 Learning / Training

22 AX Functions, SOP

23 Role Permissions

24 Project Management / Project Promotion

25 Team News, Blog

26 Team Agendas, Notes

27 Team Collaboration Team Communication

28 Content Search

29 Team Tasks, Discussion

30 Process Workflow

31 Standardized Process

32 Work Automation

33 Automation Workflows

34 Next Steps - Connect Informal Community Conversations Today AXUG Session Feedback/ Review AXUG Networking / Sharing Experiences AXUG Special Interest Group (SIG) VThiel@OhioGratings.com

35 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…

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

37 Session Eval – SESSION CODE: POT46 Text POT46 [space] ANSWER to 22333 or http://PollEv.com 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

38 Session Eval – SESSION CODE: POT46 Text POT46 [space] ANSWER to 22333 or http://PollEv.com 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


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