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8672: Business Portal 4.0 Installation and Configuration in Microsoft Dynamics



8672: Business Portal 4.0 Installation and Configuration in Microsoft Dynamics Course Description

This two-day instructor-led course provides students with the knowledge and skills to explore the installation and setup required to manage Business Portal.

Intended Audience for the 8672: Business Portal 4.0 Installation and Configuration in Microsoft Dynamics Course

  • This course is intended for customers wanting to learn the basic features and develop a working knowledge of the typical day-to-day procedures required to effectively use Business Portal.
  • Business Portal training is recommended for anyone who plans to implement, use, maintain, consult, or support Business Portal.

Training Packages & Career Tracks that include the 8672: Business Portal 4.0 Installation and Configuration in Microsoft Dynamics Course

8672: Business Portal 4.0 Installation and Configuration in Microsoft Dynamics Course Objectives

  • Configure the setup of Business Portal to fit business needs
  • Create Business Portal roles, add users to a role, and modify that role
  • Perform query creation and administration
  • Create web parts that connect
  • Set up and modify site content in Business Portal
  • Add KPIs to a Business Portal installation and customize KPI queries
  • Locate reports in Business Portal

Recommended Prerequisites for the 8672: Business Portal 4.0 Installation and Configuration in Microsoft Dynamics course

8672: Business Portal 4.0 Installation and Configuration in Microsoft Dynamics Course Outline

    1. Overview
      1. Features and Benefits
      2. Architecture
      3. Components
      4. Security
      5. Identify the components of Business Portal.
      6. Examine security features in Business Portal.
    2. System Configuration, Install, and Uninstall
      1. Hardware Configurations
      2. Network Environment
      3. System Requirements
      4. SQL Server Configuration
      5. Web Server Setup
      6. Windows SharePoint Services Setup
      7. Microsoft Office SharePoint Server Setup
      8. Prepare to Install
      9. Install Business Portal
      10. Modify or Remove the Business Portal Installation
      11. Terminal Services Setup
      12. Client Configuration
    3. Administration, Security, and Maintenance
      1. Pre-Configuration Considerations
      2. Configure Business Portal
      3. Manage Page Security
      4. Manage SharePoint Groups and Permissions
      5. Manage Microsoft Business Framework Users
      6. Manage Microsoft Business Framework Roles
      7. Manage Data Permissions
      8. Manage Web Services for Microsoft Dynamics GP Users
      9. Business Portal Performance Tuning
      10. Maintenance
    4. Query Administration, Personalization, and Search
      1. Query Creation and Configuration
      2. Query Administration
      3. Manage Web Parts
      4. Result Viewer Configuration
      5. Create and Configure Web Parts
      6. Dashboards and List Pages
      7. Create New Center Sites and Pages
      8. Content Management
      9. Business Data Catalog and Search
    5. Key Performance Indicators, Executive Center, and Report Administration
      1. Overview of Key Performance Indicators
      2. KPI Scheduler
      3. Key KPI Concepts
      4. Create KPIs
      5. Modify KPIs
      6. Administer KPI Folders
      7. Executive Center Site
      8. Reports Catalog
      9. Report Center
      10. Create a Current Ratio KPI

    Benefits of taking the 8672: Business Portal 4.0 Installation and Configuration in Microsoft Dynamics course at NetCom

    • Why choose Microsoft Dynamics Training at NetCom Learning?
      As a recognition for training excellence, NetCom Learning was chosen by Microsoft as the 2007 Worldwide Learning Solutions Partner of the year out of 1400 training companies.

      In addition, we have won numerous other training awards for quality and customer satisfaction by CompTIA, EC-Council and other vendors. We are simply passionate about learning and achieving the highest customer satisfaction in your learning experience!

      See the training value proposition below:

      Why Microsoft Dynamics Training at NetCom?
      NetCom Information Technology is a Microsoft Gold Certified Partner for Learning Solutions (CPLS). CPLS is the premier training channel and delivery mechanism for Microsoft Dynamics training content. On July 11, NetCom was honored by Microsoft as its Learning Solutions Partner of the Year. Selected as the Number One CPLS, from over 1400 worldwide CPLS's, Microsoft recognized our commitment and ability to deliver high-quality learning services using a consultative engagement model. We could not have achieved this coveted status without the help and support of our customers and well wishers - thank you!!

      Microsoft Certified Partner for Learning Solutions Value Proposition:
      Microsoft Certified Partner for Learning SolutionsNon-authorized Training Center
      Only MCT (Microsoft Certified Trainers) are authorized to teach the classNon MCT can teach the course
      Taught using Microsoft Authorized Courseware (MOC), includes free evaluation software and online trainingDo not have access to official courseware
      Partners adhere to stringent Microsoft designated lab requirementsComputer and lab equipment may not be up to requirements of course
      Successful candidates are awarded Certificate of Completion directly from Microsoft for most of the coursesNot authorized to issue Certificate of Completion
      Overall, a better quality training experienceSubstandard training experience

    • NetCom provides Authorized Training
      NetCom Learning is a Microsoft Gold Certified Partner for Learning Solutions (CPLS), Cisco Learning Partner, CompTIA Platinum Partner, EC-Council Accredited Training Center, Adobe Authorized Training Center, Autodesk Authorized Training Center and many others. We are proud to offer the highest quality, authorized training solutions from our many partners for our customers.

      See our comprehensive list of partner authorizations.

    • Award winning, world-class Instructors
      Ginger M.
      - Bachelor's Degree in Accounting and a Masters of Business Administration from Rutgers University.
      - Over 9 years of experience as a Master Certified Trainer. Expert in MS Dynamics GP Financials, Installation, HR/Payroll, Project Accounting, Inventory and Integration Manager.
      - Project Manager to various MS Dynamics Great Plains implementations.

      Bio:

      Ginger holds a Bachelor's Degree in Accounting and a Masters of Business Administration from Rutgers University. Her career started as an Auditor for Deloitte & Touché and over the years she developed her passion for Microsoft Dynamics, implementing Dynamics GP and Project Cost in the Professional Services, Commercial Real Estate and Medical Facilities vertical markets.

      Ginger's experience with Microsoft Dynamics is unparalleled. As a Certified Master Dynamics trainer, she stays abreast of the latest Dynamics modules and shares experience with a very hands-on training technique at NetCom Learning.
      Ignacio J.
      - Designs and architects Microsoft IT solutions since the early 1990s.
      - Hands-on experience in multiple Microsoft Dynamics products including CRM, GP, SL, AX and NAV since 2004.
      - Taught over 250 courses at NetCom Learning.

      Bio:

      Ignacio is a Senior Solutions Architect, Civil Engineer and Certified Expert Trainer. He has been designing and architecting Microsoft IT solutions since the early 1990s, and has extensive experience developing scalable and high performance integration solutions. In 2004, Ignacio expanded into business management and accounting software as well, where he gained hands-on experience in many Microsoft Dynamics products including CRM, GP, SL, AX and NAV.

      Ignacio holds a library of industry-wide certifications from Microsoft and other leading IT vendors. He has taught over 250 courses at NetCom Learning and is revered by students for his wide-ranging IT expertise.
      Lynn D.
      - Over 25 years of experience working as Senior Financial Analyst and Senior Auditor.
      - Professor of Graduate Management and Business School at the University of Phoenix since 2007.
      - Microsoft Certifications in Financials, Trade & Logistics, Production and Human Resources Management as well as Microsoft Certified Trainer (MCT) since 2009.

      Bio:

      Lynn is a very accomplished Senior Financial Analyst and Senior Auditor with over 25 years of experience. She has been a Microsoft Certified Trainer since 2009 and a Professor of Graduate Management and Business School at University of Phoenix since 2007. In addition to several other Microsoft certifications, she is also a specialist in Microsoft Dynamics AX.

      Lynn has taught several Microsoft Dynamics AX courses at NetCom Learning and is described by her students as very knowledgeable, qualified, and patient with her approach. Her classes are very dynamic and energetic, just as the course per se.
    • Actual Client Testimonials
      Nov 15 2011
      The Instructor definitely Met the expectations. The Learning Experience was a good starting point. The accomodations were excellent and the Training will be a good starting point for future knowledge increase.

      -Riste. T
      Course(s) Taken

      Sep 29 2011
      The instructor was very knowledgeable covered the material very well. The accommodations are above and beyond what I expected. The learning experience was great. Everything ran smoothly and I'm learning more than I hoped. This class has already had an impact on my career, potential employers were impressed that I was taking both courses on my own(I took vacation and paid myself) I received and accepted the job offer last Monday.

      -Benjerman R.
      Course(s) Taken

      Sep 06 2011
      Stan was great, knowledgeable and willing to answer any questions with depth and accuracy.
      -Christopher W.
      Course(s) Taken

      Sep 06 2011
      Instructor had a great level of experience for the class. Good labs. Didn't really know how I would do on 10 hour days, but it was a good pace and didn't prove to be a problem.
      -Stan W.
      Course(s) Taken

      Aug 23 2011
      Overall the training facilities and instructor were great.
      -Kris S.
      Course(s) Taken

      Aug 16 2011
      Learned a lot of very useful information. Enjoyed the class and discussion.
      -Sandra W.
      Course(s) Taken

      Aug 02 2011
      Classroom environment was good. Remote users delayed class due to connection issue. Highly recommend instructor begin 45min earlier than class time to confirm connections.
      Disappointed by some content being dropped from the training such as workflows, some more advanced out of the box options.
      Instructor had some real world examples which assisted with learning. Some questions that I felt were important to new CRM users and customizes could have been more patiently addressed.
      Labs and books were very detailed about the content covered.
      Need morning snacks. Afternoon snacks should be expanded Lunch was excellent.
      -Deborah B.
      Course(s) Taken

      Feb 04 2011
      Very Informative.
      -Jackie H.
      Course(s) Taken
      • Microsoft Dynamics GP 10.0 - Financials

    • Awards won by NetCom
      NetCom Learning is an award winning, customer focused company. We are simply Passionate About Learning!

      See our list of awards.

    • Specialized Bootcamp Training
      This training is also available as a boot camp. NetCom is world famous for delivering specialized boot camp training to our clients.

      For answers to questions regarding our boot camp training delivery format, please refer to our Boot Camp FAQ section.


    Enrollment Options for the 8672: Business Portal 4.0 Installation and Configuration in Microsoft Dynamics course


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    Duration: 2 days (16 hours)
    Pricing: Variable, please request
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