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 Role Center template


Dynamics AX comes prepackaged with over 40 standard Role Centers for a lot of the normal user types that you would expect to see within an organization—CFO, Salesperson, AP Clerk, and so forth. But if you have unique roles within your organization that don't fit the standard roles, Dynamics AX allows you to create your own Role Center template.

In this recipe we will show you how to do just that.

Getting ready

In order to create a Role Center template, you will need to have designer rights to SharePoint. If you don't have these rights, talk to your SharePoint administrator and they should be able to help you.

How to do it...

To create a new Role Center template, follow these steps:

  1. Open up the Enterprise portal and from the Site Actions menu, click on the View All Site Content menu item.

  2. This will show you all the site content. All Role Center templates are stored in the Enterprise Portal document library. Click on that to open up the library. If you browse through...