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

Adding My Site profile links to the Role Centers


Another feature of My Sites is the ability for users to personalize their own profile with descriptions, contact details, profile pictures, and also personal notes and interests. Users configure and update their profiles, and then these can be used as a company directory, and an easy way to get to know the people you work with.

In this recipe, we will show how you can add your profile link to the Dynamics AX Role Center to give you quick access to your own My Site, and also how to add people that you frequently contact on your Role Center for quick access.
Getting ready

Before you start on this example, you will need to make sure that you have configured your own personal profile within your My Site. To do this carry out the following steps:

  1. Access your My Site by selecting the My Site option on the drop-down menu under your name in SharePoint.

  2. Once you are in your My Site, click on the My Profile link in the top-left hand corner to access your profile page.

  3. Click on the Edit My Profile link under your profile picture.

    This will open up the Profile Maintenance page allowing you to add descriptions, avatars, and any other information that you may want to include on your profile:

How to do it...

To add a Contact Details 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 your contact information.

  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. Navigate to the Contact Details control, and then click on the Add button:

  5. This will add the Contact Details web part to the Role Center, but you need to configure it with a contact. To do that, navigate to Click here to add or modify a contact link.

  6. This will open up the Web Part properties panel, and you will be able to select a contact from the address book:

  7. Click on the Stop Editing button and you are done.

How it works...

Once you have defined a contact for Contact Details, then the information from the My Site of that person will be displayed on the Role Center:

If you click on the name of the person, then that will take you directly to their personal site: