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Demo Showcase 2008 Small and MediumBusiness Edition

Critical Business Solutions Made Easy withEssential Business Server 2008

Microsoft CorporationPublished: July 2008

SummaryShowcasing the strength of Microsoft Essential Business Server along with a Microsoft businessapplication (in this case Microsoft Dynamics GP,) you will see the Microsoft business partner for

Adventure Works access the system remotely to check the server status and enable the DynamicsBusiness Portal for remote usage. Stan Orme, business owner, is able to connect to the DynamicsBusiness Portal and review decision maker data, emphasizing his need for strategic information. AnnieHerriman, Stan’s Accounts Receivable Manager, uses the Microsoft Dynamics GP business applicationand launching her email from the GP homepage, showing integration to business productivity tools. Shetakes action on a request from Nancy Anderson, a sales representative, regarding a customer’s creditlimit. Once informed of the customer’s status change, Nancy is able to remotely access the system andprocess a customer order.

Customer Campaign: Business Solutions

Role: IT

OwnerSales

Bookkeeper

Personas: Chris McGurk, IT Engineer

Stan Orme, Owner

Nancy Anderson, Sales Representative

Annie Herriman, Bookkeeper

Technologies: Dynamics Great Plains 10

Microsoft Office Outlook 2007

Windows Essentials Business Server 2008

Windows SharePoint Services 3.0



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Table of Contents 1. DEMO SCENARIO .......................................................................................................................................... 3

2. MANAGING THE LINE OF BUSINESS APPLICATIONS ........................................................................ 42.1 Chris logs into the Remote Web Workplace to connect to the Adventure WorksEssentials Business Server environment in order to perform maintenance on theDynamics database and secure the Dynamics Business Portal site for external use. ................. 4

3. BUSINESS OWNER MONITORS BUSINESS THROUGH BUSINESS PORTAL .................................. 9

4. BOOKKEEPING AT ADVENTURE WORKS............................................................................................ 12

4.1 Annie Herriman manages customer accounts. Stan has placed his trust in hisoperations staff to make operational decisions. A good example of this trusted staff is hisAccounts Receivable manager, Annie Herriman. ...................................................................... 12

5. SALES ORDER COMPLETED .................................................................................................................... 17

5.1 Nancy Anderson completes the order through the Remote Web Workplace at home ......... 17THIS CONCLUDES THE DEMO. ...................................................................................................................... 23



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1. Demo ScenarioThis scenario illustrates the benefits of using a business application from Microsoft along with MicrosoftEssential Business Server. Stan Orme owns Adventure Works and due to immense growth has upgradedfrom entry level technology to a server designed for small businesses. This Essential Business Serverfrom Microsoft is able to handle multiple users accessing the server, secures his business transactionsand is scalable to the extent that he and other remote staff can access integral system components fromoutside of the company.

Showcasing the strength of Microsoft Essential Business Server along with a Microsoft businessapplication (in this case Microsoft Dynamics GP,) you will see the Microsoft business partner forAdventure Works, Chris McGurk, access the system remotely to check the server status and enable theDynamics Business Portal for remote usage. This brings out the IT benefits a small business can gainwhen using Essential Business Server. First, the server comes with functionality that makes it a lowmaintenance system. Additionally, due to the ease in remote connections, using a partner as anaugmentation to your IT staff for a few hours a week can be a cost-effective way of growing into larger IT

needs without having to add another full time employee.

Many small business owners have a difficult time transitioning from having their hands deep into everypiece of operational and transactional data, to focusing on strategy development. The design of thebusiness applications from Microsoft make it easy for a decision maker to focus on relevant pieces of thebusiness, accessing integral data and key performance indicators (KPIs) on a dashboard. This datacomes directly from the SQL database so it is always up to date. In this scene, Stan is able to connect tohis dashboard on Dynamics Business Portal, an intranet application built on Windows SharePointServices, from outside of the company and review decision maker data, emphasizing his need forstrategic information.

Annie Herriman, Stan’s Accounts Receivable Manager, enters the scene using the Microsoft DynamicsGP business application. As a person dedicated to an operational role, she makes the business

application her home page. The Microsoft business applications are interconnected with many of theMicrosoft business productivity tools, so she is able to launch Outlook from the GP homepage, Followinga request from Nancy Anderson in sales, she investigates a customer’s credit limit using a Smart List tool.These Smart Lists are customizable real-time queries that read directly from the SQL database. Using thedrilldown functionality from one of the queries, she is able to get to the customer’s record and make achange to the credit limit. She then quickly informs Nancy of the change.

Once informed of the customer’s status change, Nancy is able to remotely access the system andprocess a customer order. She, too, is able to access Outlook as well as the Sales Transaction Entryscreen from her home page. She transfers a quote to an order successfully based on the status changeenacted by Annie.

This scenario weaves together multiple people and roles, some with local and others with remote access

to the systems, showing the new flexibility in system access and confidence in a server that is able tohandle multiple users and increased transaction volume for a small to mid-sized business in a fast-growthstage.



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2. Managing the Line of Business Applications

2.1 Chris logs into the Remote Web Workplace to connect to the Adventure Works Essentials Business Serverenvironment in order to perform maintenance on the Dynamics database and secure the Dynamics BusinessPortal site for external use.

Talking Points Click Steps Screenshots

Chris logs into his laptop fromhis home office where headministers the EssentialsBusiness Server environmentat Adventure Works.

Login to DS-EBS-REMOTE.

User name: Chris McGurkPassword: pass@word1

Select Internet Explorer fromthe start menu.

Chris regularly uses theMicrosoft Essential BusinessServer - Remote WebWorkplace to connect toservers and desktop within theAdventure Works environment

Enter chrism for the usernameand pass@word1 for thepassword

Click on the blue arrow to login



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Once logged into the RWWChris can easily connect to theManagement Server where theEBS Administrator Console

resides

Click Connect to aManagement Server

Click Connect

Select the Adventure-Works.com\chrism user

Enter pass@word1 for thepassword and click the bluearrow



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The EBS Admin Console willprovide Chris a singlemanagement interface for theentire EBS deployment of

servers and technologieswithin Adventure Worksenvironment.

Double click on the WindowsEssential Business ServerAdministrator Console iconon the desktop

Chris notices the alerts on theDS-EBS-LOB server andneeds to look further into theissues that could be causingproblems with the DynamicsGP line of businessapplication.

Select Computers andDevices from the AdminConsole

This will launch the SystemCenter Essentials consolewhere Chris can quickly seethe issues surrounding thealert for which he was notified.

Chris will choose to take theSQL Agent Service back onlinefrom the SQL Database Tasklist in the System CenterManagement Console.

Select the DS-EBS-LOB server where the first alertshows a SQL job failed tocomplete successfully.

Select the Start SQL AgentService link from the SQL2005 Agent Tasks list in theSCE console.

Chris will run this task fromthe System Center EssentialsRun Task dialog box.

Select Run



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The SQL Agent Service isnow running on the line ofbusiness server where theDynamics applications have

been deployed.

Select Close

While Chris is logged into theEssential Business ServerAdministrator Console, Chriscan now go ahead and publishthe Dynamics Business Portalsite to the internet making itavailable securely for StanOrme and business partnersalike.

Close the SCE Console

Chris has already publishedthe Dynamics GP BusinessPortal site through the

Forefront Threat ManagementGateway and made the siteavailable to the internet, similarto the CRM Sales Site that waspublished in the previousscenario.

Select the BusinessApplications add-in from theconsole toolbar



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Select Open CentralAdministration Site from theWSS Tasks list

Select Operations from theCentral Administration sitecontent list

Select Alternate accessmappings from the GlobalConfiguration group

Select Edit Public URLs fromthe taskbar



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Enter http://bp.adventure-works.com

Click Save

Review Alternate AccessMappings and minimize

Internet Explorer

Back in the EBS Console inthe Business Applications add-in…minimize the RemoteDesktop session

3. Business owner monitors business through Business Portal

3.1 Adventure Works sales have really taken off and they have realized double digit growth the last fewyears. As the business grew, so did the transaction volume and the need for a stronger business application.Stan Orme, owner, has been delighted with the Business Portal for Microsoft Dynamics GP (Great Plains).With GP and EBS they moved to a technical environment that was highly reliable and scalable that could beaccessed securely both inside the office and outside.


Login to DS-EBS-REMOTE

User name: Stan Orme

Password: pass@word1

http://bp.adventure-works.com/








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Like most managers of smallto midmarket businesses, Stanstill likes to keep his eye onsales volume and cash flow.

He enjoys having access to hisDynamics Business Portalapplication which takesadvantage of WindowsSharePoint Servicesapplication residing on theEssentials Business Serverplatform.

Click on Start menu

Click on Internet Explorer

He accesses the DynamicsBusiness Portal through thebrowser. He has visibilitybecause Chris has publishedthe site securely through theForefront Threat ManagementGateway server which is partof the EBS platform.

Enter http://bp.adventure-works.com/bp/ into theaddress bar

Click enter arrow

Enter ADVENTURE-WORKS\stano for theusername and pass@word1 for the password

Click OK

This initial view shows Stangeneral information regarding

company events.

Review the Dynamics BP forAdventure Works

http://bp.adventure-works.com/bp/








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He can quickly navigate to theExecutive Center where he can

see information relevant to hisrole.

From the View All Site Contentnavigation bar:

Select Executive Center fromthe list

Here Stan has an easy up-to-date view of the company’scash position and key expenseitems. This is being readdirectly from the SQL tables of

the business application.

Review the Executive Center

He can have this portalcustom designed to meet hisneeds as an executive.

By selecting the Salesoption…

Select Sales from the SiteContent options on the leftnavigation bar.

… he can see the top 10customers with year to datesales numbers.

This access to businessdecision maker data allowsStan to put a finger on thebusiness and yet stay focusedon his role as an executive.

You can see how easy it is forStan to focus more clearly onstrategy development andgrowth plans with these tools inplace.

Review the SalesPerformance Information in theSales web part.



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Close the Internet Explorerwindow, closing out DynamicsBusiness Portal.

We will now switch over to Annie’s desktop on DS-EBS-CLIENT

4. Bookkeeping at Adventure Works4.1 Annie Herriman manages customer accounts. Stan has placed his trust in his operations staff to makeoperational decisions. A good example of this trusted staff is his Accounts Receivable manager, Annie

Herriman.


Let’s take a look at how Anniestarts her day using Microsoftbusiness solutions on the EBSplatform.

Annie is already logged into theDS-EBS-CLIENT

User name: AnnieH Password: pass@word1 Domain: Adventure-Works

As the Accounts Receivablemanager, Annie makes thebusiness application, in this

case Dynamics GP, her homebase.

Click on Start

Select GP



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It is the first thing she openswhen she comes into theoffice.

Log in with the following:

User ID: annieh


Click OK

Choose Company: AdventureWorks

Click OK

One of the reasons she cando this is that the businessapplication provides her instantaccess to many Microsoftbusiness productivity tools.From her Dynamics GP HomePage, she notices her unread

mail.

Click Unread messages from Annie’s Home page

When she selects it, she seesher Inbox become available onher task bar.

Click on Inbox – MicrosoftOutlook in the taskbar

She sees a message fromNancy Anderson, one of thesalespeople for AdventureWorks. The subject lineindicates a problem with acredit limit. Let’s take a look.

Click the email from NancyAnderson – Credit Limit Assistance



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Nancy was ready to enter anorder for Baker’s Emporium butshe was prompted for apassword to override the credit

limit.

Do NOT close the message after reviewing.

Switch back to Dynamics GP by selecting from taskbar.

Annie needs to check the

customer’s credit history anddetermine if an extension oftheir credit should beapproved.

In my Reminder List, I keeptrack of customers who areover their credit limit. Itappears there are seven on thelist. Let’s see if Baker’s is oneof those

In the To Do task list in the

Reminders section, click onCustomers Over Credit Limit

Baker’s is not one of the

seven on this list.

I have another query I built inmy Smart Lists to viewcustomer’s average days topay along with their open

balances. I call it my “CreditLimit Advisor!”

Click on Credit Limit Advisor in the Smart List options underthe Customers folder.



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Their average days to pay arefour and their open balance is

just under $9500. The lastpayment was about $4900.

They’re a fairly new customer and have already purchasedover $30,000 from us. Well, itappears that Nancy is right.This looks like a goodcustomer. I have no problemadjusting their credit limit tohelp Nancy process this sale.

From this Smart List view, all Ineed to do is double-click onBaker’s Emporium’s customer name…

Double click on Baker’s

Emporium in the resultswindow for the Credit LimitAdvisor Smart List view.

… and the Customer Maintenance window opens.

Review CustomerMaintenance window

By going to the Options page,I can view the credit limit.

Click on the Options buttonon the lower right hand side ofthe Customer Maintenancewindow.



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Review CustomerMaintenance Options window

[The Credit Limit setting is thefourth line on the first table.]

The credit limit is currently setat $20,000. We would like toincrease this and set theirCredit Limit to Unlimited.

Select the Unlimited radiobutton.

… and select OK. Select the OK button at thelower right hand corner of thewindow. (CustomerMaintenance Options windowwill close.)



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Then I’ll just save the changesto the record.

Select the Save button at thetop of the CustomerMaintenance window.

Close the CustomerMaintenance window.

That should do it. Nancy willbe able to complete her ordernow. Let me grab the emailmessage that’s still sittingopen.

Select the email message:“Credit Limit assistance” from the task bar.

I’ll just reply to Nancy’s

message telling her “allsystems go!’

Select the Reply button on the

email message.

“Nancy, I raised their creditlimit. … Annie”

It’s great to have systems thatenable us to interact and reactquickly to keep the businessrunning smoothly!

Type: “ Nancy, [return] I raised their credit limit.[return] Annie ”

Click Send

5. Sales Order Completed5.1 Nancy Anderson completes the order through the Remote Web Workplace at home




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Nancy, the sales rep,accesses the Dynamics GPenvironment from her homeoffice. She does this using the

Essential Business ServerRemote Web Workplace

Login to DS-EBS-Remote.

User name: Nancy Anderson


Select Internet Explorer fromthe start menu.

Enter nancya for the usernameand pass@word1 for herpassword

Click on the blue arrow to login

Click on Connect to aComputer



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Click on Connect

Enter nancya for the usernameand pass@word1 for her

password Click OK

Notice the welcome and loginscreen on her desktop in theoffice where she is nowremotely connected.

Click Start

Launch the GP application



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Log in as nancya

This is Nancy’s GP homepage

Nancy reviews her unreadmessages …

In Microsoft Office Outlooksection:

Click the unread messages link.

Select the Inbox from the taskbar.

… and sees a reply fromAnnie.

Click on Annie Herrimanmessage – Credit limit assistance



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Open message from AnnieHerriman.

Great news! Nancy should beable to process the Baker’sorder now.

Choose the MicrosoftDynamics GP application fromthe task bar on the bottom ofthe window.

This is made even easier asNancy has the link to orderentry on her Home Page.

Opens Sales TransactionsEntry from the Home page

Look towards the top righthand side of the window.

Nancy calls up her personalquotes batch.

In the Batch ID field, choosethe NANCY QUOTES batch by

typing it in and then selectingfrom the automatic entry.

Navigate to the top left handside of the screen.

Select the Lookup button icon.



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From here she then pulls upthe quote she had saved.

Click on QTEST1026.

Click Select

She sees it is the one forBaker’s Emporium and thetotal is more than $12,000.

Review the SalesTransaction Entry screen

Nancy will transfer this quoteto an order.

From the Actions menu,choose Transfer from the drop-down list.

Mark the checkbox for“Transfer to Order”

Select the Transfer button

AND



In the Report Destinationwindow, place a checkmarknext to Screen.

Remove the checkmark nextto Printer.

Select OK

The order now processessuccessfully. The quote wastransferred to an order andinventory can be allocated.

This concludes the demo.

Microsoft, Windows, Exchange, FrontPage, Live Communications Server, Live Meeting, Messenger, Microsoft

Operations Manager, Office, OneNote, Outlook, PowerPoint, Project, SharePoint, Small Business Server, SQLServer, Systems Management Server, Virtual PC, Visio, Visual Studio, Windows Server are either registeredtrademarks or trademarks of Microsoft Corporation in the United States and other countries.The example companies, organizations, products, domain names, e-mail addresses, logos, people, places, andevents depicted herein are fictitious. No association with any real company, organization, product, domain name, e-mail address, logo, person, places, or events is intended or should be inferred.The names of actual companies and products mentioned herein may be the trademarks of their respective owners.

© 2006 Microsoft Corporation. All rights reserved.

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