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 a new Dynamics AX user profile


The Role Center template that is used as the default for a user is associated with the user's profile. For a user to take advantage of the new Role Center that you build, you need to create a new user profile.

In this recipe, we will show you the steps that you need to perform to create a new user profile that is linked to a new Role Center template.

How to do it...

To create a new user profile, follow these steps:

  1. First, you need to create a menu item for the Role Center within AOT. To do this, create a new development project for the menu item.

  2. Within the project, add a new URL object from the Web group.

  3. Give the object a name, label, and help text.

  4. Within the URL field, type in the relative path for the Role Center that you created. It will probably be similar to the following: /Enterprise Portal/RoleCenterName.aspx.

  5. Also, make sure that you set the HomePage field to Yes.

  6. Now we need to create a new user profile. From the System administration area page...