Microsoft Dynamics SL (Solomon) Software Training
Class Descriptions

Business Portal User Features and Functions Class Return to Class List

Available for Dynamics SL (Solomon) users and held in Portland, OR, Seattle, WA, or on-site. If interested, contact Rob Lloyd at rob@synergybusiness.com or 503.601.4079.

This course provides you with an overview of how Business Portal integrates with Dynamics SL. You will learn how to enter timecards, expense reports, item requests; how to add queries and KPI’s as well as many business process functions within Business Portal.

By actively participating in this class, you should learn:

• How to navigate Business Portal Pages
• How to enter and process timecards and expense reports via both the Payroll Module functions and the Project Controller module functions
• How to enter projects
• How to enter Item Requests
• How to view financial information about the company and its projects
• How to create, modify and organize queries
• How to create Query Web Parts
• How Query Web Parts communicate
• KPI Concepts and Overview


Agenda


8:15—8:30 - Continental Breakfast

8:30—4:30 - Business Portal Administration Class

4:30—5:00 - Business Portal Administration Q&A

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