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

Assigning tasks through Cases


Tasks can be created at any time through the Case allowing you to create reminders for yourself, or to assign tasks to others within the organization. The tasks will show up in the users' activity list, and also if you have the Outlook synchronization configured (see Chapter 4, Communication and Collaboration), then these will also show up within Outlook. These will also be associated with the Case, so you can always track the progress of these tasks from one single location.

In this recipe, we will show how you can create a new task from a case.

How to do it...

To create a new task from within the Case form, follow these steps:

  1. Open up the Case that you want to create the task and from the General tab on the ribbon bar, click on the Activities button in the Related Info group. From the drop-down box, select the New task item:

  2. This will open up a form for recording the new task. You can give the task a title by filling in the Purpose field, set the Start date and...