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 Case categories


All cases are assigned to a Case category within Dynamics AX, and separated by a category group which defines where within Dynamics AX the cases can be accessed from. These are the mechanisms that determine what processes the Case follows, allowing you to use the same functionality for different purposes, which is why Cases are such a useful feature within Dynamics AX.

In this recipe, we will show how you can create a Case category within Dynamics AX so that we can start creating Cases.

How to do it...

To create a new Case category, follow these steps:

  1. From the Organization administration area page, open up the Case categories form from the Cases folder in the Setup group:

  2. Click on the New menu, and navigate to the Case category option to create a new base category for our New Product Request cases.

  3. When the New Record form is shown, set the Case category and Description both to Requests, and set the Category type to General. The General Category type is visible to all...