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

Using note boards to microblog from the Role Centers


A part of your My Site is a personal note board. If you don’t want to create a full-fledged blog, then you can use this to take quick notes for yourself or others within the organization, such as reminders that you will be on vacation, alerts about upcoming events, and much more that you can publish to the entire organization.

In this recipe, we will show you how to make this even more useful by adding the note board directly into the Dynamics AX Role Center. This will allow your users to view your posts quickly and get back to work, without having to open another window.

How to do it...

To add a note board panel to the Role Center, follow these steps:

  1. From within the Role Center, click on the Personalize this page link in the top-right hand corner to enter into the edit mode.

  2. Click on the Add a Web Part link where you would like to add the note board.

  3. This will open up the web part explorer. From the categories, select the Social Collaboration group and this will filter the available web parts to the My Site controls.

  4. Select the Note Board control and click on the Add button:

  5. Now click on the Stop Editing button to return to the view mode for the Role Center.

How it works...

Since the Note Board is a direct link to the user’s personal My Site Notes, they are able to post directly from Dynamics AX without opening up another browser window:

The notes that are posted on the Note Board on the Role Center will show up on the Tags and Notes panel within the user’s My Site page. Additionally, if the user makes notes from their My Site, then these will show up on the wall of the Role Center.