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Newsletter - April 2006
Check out the first part in our three-part
series about Business Portal!
This is the
second in a three-part series focused on Business Portal for
Microsoft Dynamics™ SL. This article discusses how we can assist you
with implementing the system remotely, as well as tailoring the
system to meet customer needs, with a focus on project management
and accounting applications.
Remote
Implementations
— As you respond to the demands of installing Business Portal for
Microsoft Dynamics SL, contact us for information on how we can
assist you with remote implementations. Since Business Portal is a
Web portal, everything needed to get the module implemented can be
done remotely with our guidance. This saves you the time and
expenses incurred when traveling to and from a client’s office. The
time you save can be spent pursuing additional leads.
Customizations
— In everything we do in life, there is always more left to be done.
That is definitely the case with software. After you install
Business Portal for Microsoft Dynamics SL in your client’s office,
you may find that there is additional functionality they would like
to see in the product. Contact us for assistance tailoring the
solution to your client’s requirements. Our rich knowledge of the
project management and accounting applications enables us to provide
a wide variety of custom solutions, from additional queries and
reports to additional Web pages and links to SharePoint sites.
Combining readily available data with Business Portal allows the
customer to access all of their data within a single secure
location.
Next month, we
focus on deployment, platform extensions leveraging the Business
Portal SDK, and integrating other packages (such as InfoPath) with
Business Portal for Microsoft Dynamics SL.
At Plumbline
Solutions, we value hearing from you. Are there specific Hints and
Tips, Solutions of the Month, or other information you would like to
see in our monthly newsletter? If so, please send your requests to
Adam Lauth at
t-alauth@plumblinesolutions.com,
and we will do our best to fulfill them.
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Plumbline Solutions provides software engineering services for
Microsoft Certified Partners and Microsoft® Independent
Software Vendors (ISVs). We offer software development, application
support, and technology consulting, with a dedicated focus on
delivering excellence and building lasting relationships.
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Last
month's solution showed you how to create a new Business Portal
query called Today's Sales on the Sales Order
page. Now, do you want to share a query among users? Any new or
modified query is user specific—only that user will see it. If
you want to share the query with others, the Business Portal
Administrator will need to move the query.
Here are the
steps to move a query:
1. Make note of the page, the name of the query that you
want to move, and the name of the user who owns the query. In
this example, we'll use Today's Sales on the Sales Order page.
2. Go to Site Settings | Portal Elements |
Organize Queries.
3. Click the plus sign to expand the DataViewer folder to show
the Sales Orders folder and under it, the folder of the user who
created the query. You should see the Today's Sales query.
4. Click Today's Sales, and then click the Move to Folder
button.
5. In the Browse for Folder dialog box, expand the
DataViewer folder.
6. Click Sales Orders, and then click the OK button.
The query
has been moved, and all those who have access to the Sales Order
page will be able to use it.
Use caution
when moving or deleting queries. If the wrong query is moved,
the page associated with it may not function correctly. If
you're not sure, back up your system database before making a
change.
Looking for
a third-party application or vertical solution that can be used
with Microsoft Dynamics™ SL (formerly Microsoft®
Business Solutions—Solomon)?
Take a look
at Plumbline’s
ISV Link Exchange
for a list of add-on products. It’s a fast, friendly way to help
you find what you’re looking for.
If you would like us to add a link to your company’s Web site,
contact Adam Lauth,
t-alauth@plumblinesolutions.com or call 419-421-0270,
extension 119.
Click here to be removed from the mailing
list. Please
enter the word "Remove" in the subject line.
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Name:
Kevin Casselman
Team:
Microsoft Contract Development
Role:
Developer
Background:
I started with Solomon Software ten years ago as a test analyst.
Over the years, I managed teams in both Testing and Development.
I started working with Business Portal prior to the 1.0 release.
In my current role with Plumbline, I focus on
Business Portal for Microsoft Dynamics™ SL.
Likes best
about development:
I enjoy
creating solutions for our customers. In my current role, I get
to work with the latest technologies to create new Web
applications. In Business Portal development, we utilize C#,
ASP.NET, Web Services, XML, and the Business Portal SDK. It's
fun and challenging working with the new tools and being able to
apply them to projects.
Hobbies:
Time with family (I have two young children), golf (I run the
Plumbline golf league), and football (I follow the Ohio State
Buckeyes and Denver Broncos).
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