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

Turning a task recording document into a help topic


Once you have a task recording document, you can turn this into a help entry very quickly; you just need to cut and paste the task recording details into the help template.

In this recipe, we will show how to create procedural help documentation.

How to do it...

To convert a task recording into a help topic, follow these steps:

  1. Find the Dynamics Help template through the help system.

  2. When the template opens, click on the Save As option.

  3. Save the help template document to your publisher content folder, with a unique GUID as the document name.

  4. Change the title in the Word document, and on the Microsoft Dynamics Help ribbon bar, update the Title and Publisher ID, and set the Topic ID to match the GUID for the topic in the publisher table of contents' XML file.

  5. Copy the content from the document generated by Task Recorder into the help template file.

  6. Tidy up the detailed task description by removing sections that you are not interested in showing.

  7. Then...