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

Embedding Role Centers into Outlook


Another benefit of the dialog mode for the Role Centers is that you can embed them in other applications as pure dashboards. Outlook may be one of the most used applications within a business, so why not embed the Role Centers in there making it unavoidable that they cannot miss events within Dynamics AX.

In this recipe, we will show how you can add Role Centers as homepages within Outlook.

How to do it...

To embed the Role Center as a homepage within Outlook, follow these steps:

  1. Within the Outlook folder tree, right-click on the parent node, and select the New Folder menu item.

  2. Give the new folder the name Enterprise Portal.

  3. Right-click on the new folder and select the Properties menu item.

  4. Within the folder properties, switch to the Home Page tab, check the option Show home page by default for this folder, and paste the URL for the Enterprise portal into the Address: field. Then, click on OK to save the changes.

  5. Now go to Options within the Outlook File menu...