80297: Microsoft SharePoint Technologies and Microsoft Dynamics NAV 2009 ( 2 Days)
About this Course
This two-day course is designed for students wishing to integrate Microsoft Dynamics NAV 2009 with Microsoft SharePoint Technologies.
Audience Profile
This course is intended for Developers, IT Professionals, Microsoft Dynamics Partner Professionals and Consultants.
At Course Completion
- Describe uses for Microsoft Office SharePoint Server 2007 and explain its architecture.
- Describe uses for Microsoft Dynamics NAV 2009 and explain its architecture.
- Demonstrate integration possibilities using Microsoft Dynamics NAV 2009 Sales, Customer, and Production Date in a Web solution using Microsoft Office SharePoint Server 2007.
- Investigate Collaboration.
- Summarize Portal uses.
- Explain Enterprise Search capabilities.
- Show different types of Content Management.
- Discuss the use of Business Forms and Integration.
- Explain the Business Data Catalog.
- Summarize uses for Business Intelligence .
- Discuss SharePoint products and technologies interoperability.
- Explain navigation in the Role Center.
- Demonstrate General Functions available to users.
- Demonstrate Keyboard Shortcuts.
- Demonstrate how to personalize the Role Center.
- Demonstrate how to navigate and customize List Places.
- Demonstrate how to use Filters to find data.
- Demonstrate how to enter and edit information.
- Demonstrate how to find detailed financial data.
- Demonstrate the creation of a test site and learn to add and use features.
- Discuss how Microsoft Dynamics NAV supports Web services.
- Discovering how to leverage Web Services by using Employee Portal.
Course Outline
Module 1: Introduction to Microsoft Dynamics NAV 2009/Microsoft Office SharePoint Server 2007 Integration
This module is an introduction to the two environments for integration.
Lessons
- Microsoft Office SharePoint Server 2007
- Microsoft Dynamics NAV 2009
- First Look at Both Systems
- Describe uses for Microsoft Office SharePoint Server 2007 and explain its architecture.
- Describe uses for Microsoft Dynamics NAV 2009 and explain its architecture.
- Demonstrate integration possibilities using Microsoft Dynamics NAV 2009 Sales, Customer, and Production Data in a web solution while using Microsoft Office SharePoint Server 2007.
Module 2: Microsoft Office SharePoint Server 2007 Feature Areas
This module covers the feature areas used with Microsoft SharePoint and Microsoft Dynamics NAV 2009 integration.
Lessons
- Collaboration
- Portal
- Enterprise Search
- Content Management
- Business Forms and Integration
- Business Data Catalog
- Business Intelligence
- Interoperability
- Investigate Collaboration.
- Summarize Portal uses.
- Explain Enterprise Search capabilities.
- Show different types of Content Management.
- Discuss the use of Business Forms and Integration.
- Explain the Business Data Catalog.
- Summarize uses for Business Intelligence .
- Discuss SharePoint products and technologies interoperability.
Module 3: Working with Microsoft Dynamics NAV 2009
This module covers the navigation and data entry that a user of Microsoft Dynamics NAV 2009 and Microsoft SharePoint might use.
Lessons
- Explain navigation in the Role Center.
- Demonstrate general functions available to users.
- Demonstrate keyboard shortcuts.
- Demonstrate how to personalize the Role Center.
- Demonstrate how to navigate and customize List Places.
- Demonstrate how to enter and edit information.
- Demonstrate how to find detailed financial data.
- Explain navigation in the Role Center.
- Demonstrate General Functions available to users.
- Demonstrate Keyboard Shortcuts.
- Demonstrate how to personalize the Role Center.
- Demonstrate how to navigate and customize List Places.
- Demonstrate how to use Filters to find data.
- Demonstrate how to enter and edit information.
- Demonstrate how to find detailed financial data.
Module 4: Microsoft Office SharePoint Server 2007 Product Walkthrough
This module is a walkthrough of the basic site in Microsoft Office SharePoint Server 2007.
Lessons
- Product Walkthrough
Lab : Getting Started
- Create a New Site
- Add Help Quick Launch
Lab : Site Administration
- Create a New Group
Lab : Web Parts
- Adding Web Parts
Lab : Security
- Item Level Security
- Item version and history
- Recycle bin
Lab : Notifications
- Alerts
- E-Mail notifications
- RSS Feeds
Lab : Working with Microsoft Office Outlook 2007
- Shared Calendars and Tasks
Lab : Audience Targeting
- Web parts
- Listings
Lab : People Profile and My Sites
- My Site
Lab : Workflow
- Setup Workflow for the Document
- Assign the New Workflow to the Document
- Demonstrate the creation of a test site and learn to add and use features.
Module 5: Integration
This module provides a hands-on walkthrough of integrating Microsoft Dynamics NAV 2009 with Microsoft Office SharePoint.
Lessons
- Web Services Overview
- Using Employee Portal-Creating, Exposing, and Consuming Web Services
Lab : Creating Captions
- Group Captions
- Web Part Request Captions
Lab : Setting Up Groups
- Add the Jobs group
- Add users to the group
Lab : Setting Up Web Part Requests
- Web Part Request Templates
Lab : Defining Tabs
- Tab Captions
Lab : Creating Actions
- Tabs
Lab : Connecting Web Parts
- Connect two web parts
Lab : SharePoint-Create a Jobs Sub-site
- Create a New Site
Lab : SharePoint-Add features to the Jobs Sub-site
- Change the theme
- Change the title
Lab : SharePoint-Add web parts
- Adding web parts
- Discuss how Microsoft Dynamics NAV supports web services.
- Discovering how to leverage Web Services by using Employee Portal.
Before attending this course, students must have:
- General knowledge of Microsoft Dynamics NAV
- Attended course 80043, Introduction to Microsoft Dynamics NAV 2009, and What's New in Microsoft Dynamics NAV 2009-Installation and Development
- Working experience with Microsoft SharePoint