Navision 4.0 Employee Portal

Prerequisites:

Delegates should meet the following prerequisites for Employee Portal:

- A working knowledge of Microsoft Windows Server 2003
- A working Knowledge of Microsoft Navision 4.0
- Attended course M8036 - Designing IT Platform Collaborative Applications with Microsoft SharePoint 2003

Course Description:

This one day course has been designed to provide the appropriate skills to the Microsoft Business Solutions (MBS) partner community to implement and manage the Employee Portal feature of Navision 4.0 SP1. In particular, how Navision uses Microsoft SharePoint technology to provide the Portal functionality.

This course is intended for Microsoft Business Solutions Partners who will be deploying Navision 4.0 SP1 to customers and who will require the skills to successfully install, configure and manage the solution.

Please note: This course is not intended to teach consultancy of Business Processes or the planning and decision making steps required during an industry deployment of Microsoft Navision

This course includes the following modules:

Set-up and Configuration

• Training Objectives
• Installation of Microsoft Navision Application Server (NAS)
• Employee Portal Components
• Installation of Microsoft Navision Employee Portal Front End
• Configuration of Microsoft Navision Application Server (NAS)
• Key Exchange Management
• Front End Processing
• Test Your Knowledge
• Installation and Configuration
• Quick Interaction

User and Group Set-up

• Training Objectives
• Introduction
• Create Windows User Account
• Set Permissions on the Windows SharePoint Service (WSS) Site
• Create an Employee Portal Group
• Add user to an Employee Portal group
• Test Your Knowledge -User and Group Set-up
• Quick Interaction: Lessons Learned

Creating a Customer List

• Training Objectives
• Introduction
• Create a Customer List Template
• Append the Customer List Template to an EP Group
• Add the Customer List to a WSS Site
• Test Your Knowledge -Web Part Request Templates
• Quick Interaction: Lessons Learned

Creating an Editable Customer Card

• Training Objectives
• Introduction
• Create an Editable Customer Card Template
• Append the Customer Card Template to an EP Group
• Add an Action and a Lookup to the Customer Card
• Add a Link Action to the Customer List
• Add the Customer Card to a WSS Site
• Connect the Customer Card with the Customer List
• Test Your Knowledge - Actions and Lookups
• Quick Interaction: Lessons Learned

Creating a Sales Order List

• Training Objectives
• Introduction
• Create a Sales Order List Template
• Append the Sales Order List Template to an EP Group
• Add the Sales Order List to a WSS Site
• Test Your Knowledge -List Web Part Requests
• Quick Interaction: Lessons Learned

Creating a Sales Order Header Line Card

• Training Objectives
• Introduction
• Create a Sales Order Card
• Appending the Sales Order Card Template to an EP Group
• Add a Link Action to the Sales Order List
• Add the Sales Order Card to a WSS Site
• Connect the Sales Order Card with the Sales Order List
• Test Your Knowledge -Header-Line Web Part Request
• Quick Interaction: Lessons Learned

Adding a New Sales Order with the Header-Line Card

• Training Objectives
• Introduction
• Add Actions to the Web Part Request
• Test Your Knowledge Actions
• Quick Interaction: Lessons Learned

Search

• Training Objectives
• Introduction
• Configure Search
• Add Search Web Part
• Conclusion
• Test Your Knowledge Search
• Quick Interaction: Lessons Learned