Book Image

Extending Microsoft Dynamics AX 2012 Cookbook

By : Murray Fife
Book Image

Extending Microsoft Dynamics AX 2012 Cookbook

By: Murray Fife

Overview of this book

Dynamics AX is built on a number of foundation products from Microsoft that are used to make it bigger, better, and stronger than the average business system. Taking advantage of these products will make your life easier. Use these tools to maximize the efficiency of your business management, taking advantage of a powerful and centralized tool set. "Extending Microsoft Dynamics AX 2012 Cookbook" will show you how to use tools that you already have to extend out Dynamics AX and discover potential new directions. You will be surprised at what you can do on a shoestring budget. The book will allow you to streamline your work processes, and use the system's powerful and centralised features to the advantage of your organization. "Extending Microsoft Dynamics AX 2012 Cookbook" will show you how to maximize the potential of Dynamics AX with common and popular tools to enhance your business management systems. We will begin by exploring how to extend Dynamics AX out with SharePoint. After this, the book will guide you through important elements in maximizing business management efficiency, focusing on key aspects like reports, dashboards, and workflows. The book will then finish by teaching you how to customize your management systems, achieving a comprehensive coverage of the most important extension processes relevant to you and your business with very little programming. This is a book for those of you that want to make the most out of Dynamics AX by using what you already have, and without breaking the bank.
Table of Contents (18 chapters)
Extending Microsoft Dynamics AX 2012 Cookbook
Credits
About the Author
About the Reviewers
www.PacktPub.com
Preface
Index

Creating a new workflow design from a template


If you look through the area pages of the different modules in AX, within the Setup group on most of these you will notice forms for designing and managing that module's workflows. But if you open these forms, there may not be a lot of workflows showing up. Don't worry, Dynamics AX 2012 comes preloaded with a number of standard workflow templates. All you need to do is create your workflow designs from them.

In this recipe, we will show you how you can create a new workflow design from the standard workflow templates that are delivered.

How to do it...

To create a new workflow template, follow these steps:

  1. From the Organization administration area page, click on the Case workflow menu item in the Cases folder of the Setup group to view all the workflows associated with cases.

  2. To start a new workflow design, click on the New button in the New group of the Workflow ribbon bar. This will open up a dialog box with all the available workflow templates...