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

Associating customer logins with customer accounts


In order for an external user to see their account information and just their account information, you need to create a relationship between the user account within Dynamics AX and the customer account. This is done through the user relationships.

In this recipe, we will show how to create a relationship between a user account and a customer account.

Getting ready

In order to create a user-to-customer relationship, you need to have a contact for the customer account. If you don't have a contact, you may want to quickly create one.

How to do it...

To associate a customer login with a customer in Dynamics AX, follow these steps:

  1. Select the Users menu item from the Users folder of the Common group within the System administration area page.

  2. Select the user account that you want to link to a customer account, and then click on the Relations button within the Setup group of the Users ribbon bar.

  3. In the User relations form, click on the New button in...