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Extending Microsoft Dynamics AX 2012 Cookbook

Extending Microsoft Dynamics AX 2012 Cookbook

By : Murray Fife
4.5 (10)
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Extending Microsoft Dynamics AX 2012 Cookbook

Extending Microsoft Dynamics AX 2012 Cookbook

4.5 (10)
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)
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Extending Microsoft Dynamics AX 2012 Cookbook
Credits
About the Author
About the Reviewers
www.PacktPub.com
Preface
1
Index

Setting the default workflows


You can create any number of workflow designs based on a workflow template, but Dynamics AX needs to know which one to use. To do this, you need to select a default workflow design.

How to do it...

To mark a workflow as the default workflow, follow these steps:

  1. Select the workflow that you want to use as the default workflow. In the Manage group of the Workflow ribbon bar, click on the Set as default button.

How it works...

When you set a workflow as the default one, it becomes the default workflow for all future workflows that are generated by the system. If you have used another version of a workflow already, those workflows will still continue to run using the other workflow as a template.

Once you have a default valid and activated workflow, a Submit button will start showing up on the forms that the workflow is associated with. In this example, our workflow is associated with cases; so when we create a new case, we see it on the Case form.

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Extending Microsoft Dynamics AX 2012 Cookbook
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