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This page includes links to the Business Portal documentation resources for Microsoft Dynamics GP.

• You can use this page to download the following documentation components:
  
  • Administrator's Guide (Release 5.0) (BusinessPortalAdminGuide50.pdf): Includes information for administrators who set up and provide access to Business Portal, manage its daily use, create back office queries, and generate reports. Describes the Business Data Catalog and includes reference information about users and roles. Use this guide if you're using Business Portal on Windows SharePoint Services or Microsoft Office SharePoint Server 2007.
  • Administrator's Guide (Release 5.1) (BusinessPortalAdminGuide51.pdf): Includes information for administrators who set up and provide access to Business Portal, manage its daily use, create back office queries, and generate reports. Describes the Business Data Catalog and includes reference information about users and roles. Use this guide if you're using Business Portal Windows SharePoint Foundation or Microsoft SharePoint Server 2010.
  • Benefit Self Service User's Guide (BenefitSelfServiceUserGuide.pdf): Describes how both employees and human resources administrators can use Benefit Self Service to view and administer benefit information using Business Portal.
  • Common KPIs Guide (CommonKPIsGuide.pdf): Explains how to create common KPIs, such as your current ratio and gross profit margin.
  • Field Service Suite (FieldServiceSuite.pdf): Explains how to set up and use Field Service Suite, which you can use to view, modify, and create service calls and return merchandise authorizations using Business Portal.
  • Human Resources Management Self Service Suite Administrator's Guide (HRMAdministratorGuide.pdf): Explains how to set up and maintain Employee Profile, Employee Pay, Time and Attendance, Skills and Training, and Recruitment. Also describes how to set up workflow to route and approve documents.
  • Human Resources Management Self Service Suite Canadian Release (HRMCanadianRelease.pdf): Explains how the Canadian version of Human Resources Management Self Service Suite differs from the U.S. version, including system requirements.
  • Human Resources Management Self Service Suite User's Guide (HRMUserGuide.pdf): Describes how employees and managers can use the applications in the Human Resources Management Self Service Suite to update personal information, enter timecards, view paychecks, submit vacation requests, and complete other self-service tasks.
  • Key Performance Indicators (Release 5.0) (KeyPerformanceIndicators50.pdf): Explains how to set up the Key Performance Indicators application, including information about sample KPIs and the Executive Center site. Also describes how to create and administer KPIs and display them to Business Portal users. Use this guide if you're using Business Portal on Windows SharePoint Services or Microsoft Office SharePoint Server 2007.
  • Key Performance Indicators (Release 5.1) (KeyPerformanceIndicators51.pdf): Explains how to set up the Key Performance Indicators application, including information about sample KPIs and the Executive Center site. Also describes how to create and administer KPIs and display them to Business Portal users. Use this guide if you're using Business Portal Windows SharePoint Foundation or Microsoft SharePoint Server 2010.
  • Order Management Administrator's Guide (OrderManagementAdministratorGuide.pdf): Explains how to set up Order Management in an intranet or extranet environment. Also explains how to set up Microsoft Dynamics GP and Catalog Maintenance for use with Order Management.
  • Project Time and Expense Administrator's Guide (ProjectTimeAndExpenseAdministratorGuide.pdf): Explains how to set up and maintain Project Time and Expense, a web-based time and expense tracking tool that integrates with Personal Data Keeper.
  • Project Time and Expense User's Guide (ProjectTimeAndExpenseUserGuide.pdf): Describes how to enter and approve timesheets and expense reports, and view project-related information.
  • Requisition Management Administrator's Guide (RequisitionManagementAdmin.pdf): Explains how to set up and administer Requisition Management, which employees can use to create, approve, and modify purchase requests in Business Portal.
  • Requisition Management User's Guide (RequisitionManagementUser.pdf): Explains how to use Requisition Management to create and approve purchase requests using Business Portal, and then convert them to purchase orders in Microsoft Dynamics GP.
  • User's Guide (Release 5.0) (BusinessPortalUsersGuide50.pdf): Explains concepts and helps users complete day-to-day tasks in Business Portal. Also includes information about queries and accessing the back office. Use this guide if you're using Business Portal on Windows SharePoint Services or Microsoft Office SharePoint Server 2007.
  • User's Guide (Release 5.1) (BusinessPortalUsersGuide51.pdf): Explains concepts and helps users complete day-to-day tasks in Business Portal. Also includes information about queries and accessing the back office. Use this guide if you're using Business Portal Windows SharePoint Foundation or Microsoft SharePoint Server 2010.

Files

Status: Live This download is still available on microsoft.com. The downloads below will come directly from the Microsoft Download Center.

File	Size
BenefitSelfServiceUserGuide.pdf SHA1: 82ece864776bddc1cbfd9b0869b78c8c777c76d1	2.10 MB
BusinessPortalAdminGuide50.pdf SHA1: 43569666c2e2aac3b03898091c4d0f14336da9ab	1.72 MB
BusinessPortalAdminGuide51.pdf SHA1: 4aec063de3bdecaa86a23cfa98e31294d1e84a6e	1.62 MB
BusinessPortalUsersGuide50.pdf SHA1: a71799739d96c1e705a490894660d78b4261a55b	1.12 MB
BusinessPortalUsersGuide51.pdf SHA1: 09072053cfc4a7ecd1aa5066548e14bb4922f8d8	1.25 MB
CommonKPIsGuide.pdf SHA1: 52e5dd11073f8dfb80f9729402335762cf916345	1.14 MB
FieldServiceSuite.pdf SHA1: c72184a13bde1e786602b9ebc919f122771c91c2	417 KB
HRMAdministratorGuide.pdf SHA1: b9f2a29f6fc2c85f804e7a3f3c3b9e823b06aa4e	739 KB
HRMCanadianRelease.pdf SHA1: d138c237dc49c19f1627df8df53685b2bf35e61f	246 KB
HRMUserGuide.pdf SHA1: de23757fa9a973bb1416c3adfe7d83a025286fbb	589 KB
KeyPerformanceIndicators50.pdf SHA1: 1039e8338ee27163556792fcde750e7d05032f91	1.59 MB
KeyPerformanceIndicators51.pdf SHA1: 9752aa57ad55815953bf9d4a6df9bafc6913ec64	1.03 MB
OrderManagementAdministratorGuide.pdf SHA1: fd47c62098a00b64854edaf369ef75e8530b7df6	591 KB
ProjectTimeAndExpenseAdministratorGuide.pdf SHA1: 5c1022a8b2ee9e119dded7e80efe80535fdcfbf6	482 KB
ProjectTimeAndExpenseUserGuide.pdf SHA1: 1fb918f0a1ca952dbfdbaa4112cd24ee750162c1	567 KB
RequisitionManagementAdmin.pdf SHA1: 5a484892db6c492ceafaec04f105cac07a3c84a1	478 KB
RequisitionManagementUser.pdf SHA1: 39e8c448b5a1af785564f219113c29dfdfa87367	428 KB

File sizes and hashes are retrieved from the Wayback Machine’s indexes. They may not match the latest versions of files hosted on Microsoft servers.

• • To view the PDF file, you will need a PDF reader, such as the free Adobe Reader.

• 1. Click Download to download the manuals in PDF file format.
  2. Save the files to your computer. When prompted for a location for the files, save them to the Documentation folder in your Business Portal installation folder. By default, this is C:\Program Files\Microsoft Dynamics\Business Portal\Documentation.
  3. If you’re asked if you want to overwrite the existing files, click Yes. You might need to remove the release number (50 or 51) from some file names to overwrite the files.
  4. Repeat these steps on each computer where you want to install the manuals, or save the files to a shared folder where other others can access them.