Index

A

• Activated checkbox / How to do it...
• Active Directory user account
  • creating / Adding login accounts for customers in Active Directory, How to do it...
• ad-hoc report
  • creating, from Dynamics AX / Creating a Power View report from Dynamics AX, How to do it..., How it works...
• Add a Web Part link / How to do it...
• Add document link / How to do it...
• Add Service Reference dialog box / How to do it...
• Advanced Filter editor
  • cues, adding through / Adding cues through the Advanced Filter editor, How to do it...
• analytical chart
  • creating, in PerformancePoint / Creating an analytical chart in PerformancePoint, How to do it...
  • adding, to user’s Role Center / Adding an analytical chart to a user's Role Center
• analytical charts
  • drilling, Decomposition Trees used / Using Decomposition Trees to drill into the analytical charts, How to do it...
• appointments
  • creating, through Cases / Creating appointments through Cases, How it works...
• Attachments button / How it works...
• Attachments functionality / Introduction

B

• Browse... button / How to do it...
• Browse for a location option / How to do it...
• business entities
  • associating, to Cases / Associating additional business entities to Cases, How to do it...
• Business Intelligence site
  • creating / Creating a Business Intelligence site, How to do it..., How it works...

C

• Case categories
  • about / Creating Case categories
  • creating, steps for / How to do it...
  • working / How it works...
• Case process
  • about / Defining the standard processes for Case management
  • creating / How to do it...
  • using, within cases / How to do it...
  • working / How it works...
• case projects
  • collaboration workspaces, creating for / How to do it..., How it works...
• Cases
  • about / Introduction
  • tasks, assigning through / Assigning tasks through Cases, How to do it..., How it works...
  • appointments, creating through / Creating appointments through Cases, How to do it..., How it works...
  • knowldge articles, assigning / Assigning Knowledge articles to Cases, Getting Ready, How to do it..., How it works...
  • business entities, associating / Associating additional business entities to Cases, How to do it...
  • projects, creating from / Creating projects from Cases, How it works...
• Change stage option / How it works...
• clicked method / How to do it...
• Close button / How to do it...
• collaboration workspaces
  • about / Creating collaboration workspaces for Case projects
  • creating, for case projects / Creating collaboration workspaces for Case projects
• Conditional decision element / Adding conditional decisions to a workflow
• Conditions tab / How to do it...
• contacts, Dynamics AX
  • flagging, for synchronization / Flagging Dynamics AX contacts for synchronization, How to do it...
  • synchronizing, with Outlook / Synchronizing Dynamics AX contacts with Outlook, How it works...
  • researching, Outlook Social Connector used / Using the Outlook Social Connector to research Dynamics AX contacts, Getting ready, How to do it...
  • communicating with / Communicating with contacts from within Dynamics AX, How to do it..., How it works...
• content folder, new help publisher ID
  • creating / Creating a new help publisher content folder, How to do it...
• Content Rollup category / How to do it...
• Create a new IIS web site option / How to do it...
• Create Power View Report option / How to do it...
• cues
  • adding, through Advanced Filter editor / Adding cues through the Advanced Filter editor, How to do it...
• customer accounts
  • associating, with customer logins / Associating customer logins with customer accounts, How to do it..., How it works...
• customer logins
  • associating, with customer accounts / Associating customer logins with customer accounts, How to do it..., How it works...
• Customers tab / How it works...
• custom OData queries
  • creating, to retrieve Dynamics AX data / Creating custom OData queries to retrieve Dynamics AX data, How to do it...

D

• Decomposition Trees
  • used, for analytical charts drilling / Using Decomposition Trees to drill into the analytical charts, How to do it...
• default workflows
  • setting / Setting the default workflows, How to do it...
• Deploy option / How to do it...
• Design tab / How to do it...
• document data source
  • about / Creating a document data source
  • creating / How to do it...
• document libraries
  • linking, to Dynamics AX records / Linking document libraries to Dynamics AX records, Getting ready, How to do it..., How it works...
• documents
  • registering, to template libraraies / Registering documents to template libraries, How to do it..., How it works...
• document template libraries
  • about / Creating document template libraries
  • creating / How to do it...
• Drop-Down List Properties option / How to do it...
• Dynamics AX
  • used, for ad-hoc report creating / Creating a Power View report from Dynamics AX, How to do it..., How it works...
  • about / Introduction
  • Outlook, linking with / Linking Outlook with Dynamics AX, How to do it...
  • contacts, flagging for synchronization / Flagging Dynamics AX contacts for synchronization, How to do it...
  • contacts, synchronizing with Outlook / Synchronizing Dynamics AX contacts with Outlook, How it works...
  • contacts, communicating from / Communicating with contacts from within Dynamics AX, How to do it..., How it works...
  • Lync, using to collaborate with other users / Using Lync to collaborate with other users directly from Dynamics AX, Getting ready, How to do it...
  • customer accounts, configuring / Configuring customer accounts in Dynamics AX, How to do it...
  • Task Recorder / Creating a Task Recorder walkthrough
• Dynamics AX document template
  • creating, within Word / Creating a Dynamics AX document template within Word, How to do it..., How it works...
• Dynamics AX forms
  • Power View reports, linking to / Linking Power View reports to Dynamics AX forms, How to do it..., How it works...
• Dynamics AX records
  • document libraries, linking / Linking document libraries to Dynamics AX records, How to do it...
• Dynamics AX ribbon bar / How it works...
• Dynamics AX user profile
  • creating / Creating a new Dynamics AX user profile, How to do it..., How it works...
• Dynamics AX web service
  • creating / Creating a Dynamics AX web service, How to do it..., How it works...
  • using, in InfoPath form / Using a Dynamics AX web service in an InfoPath form, Getting ready, How to do it..., How it works...

E

• Edit My Web Part option / How to do it...
• Enterprise Portal folder / How to do it...
• Enterprise portal templates / Introduction
• Enterprise Search feature
  • about / Introduction
• Error pane button / How to do it...
• Export to PowerPoint feature / Exporting a Power View report to PowerPoint
• Export to PowerPoint option / How to do it...

F

• Filter editor / Adding cues through the Advanced Filter editor
• From SQL Server option / How to do it...

G

• General Category type / How to do it...
• Generate document... button / How to do it...

H

• help content
  • creating / How to do it...
  • working / How it works...
• Hide from Client Tools / How to do it...
• Home ribbon bar / How it works...

I

• IgnoreAxFilters option / How it works...
• images
  • adding, in product catalog / Adding images and presentation information to product catalogs, How to do it..., How it works...
• InfoPath lookups
  • building, OData queries used / Building InfoPath lookups using OData queries, How to do it..., How it works...
• Insert placeholder button / How to do it...
• instant message (IM) / Using Lync to collaborate with other users directly from Dynamics AX
• Interact button / How it works...
• InventTable table / How it works...

K

• Key Performance Indicators (KPIs) / Creating a scorecard in PerformancePoint
• knowldge articles
  • assigning, to Cases / Assigning Knowledge articles to Cases, Getting Ready, How to do it..., How it works...

L

• Library/Manage Views tab / How to do it...
• Lync
  • using, to collaborate with users / Using Lync to collaborate with other users directly from Dynamics AX, Getting ready, How to do it...
  • IM conversation, starting / How to do it...

M

• Maintain Cases group / How it works...
• manual decision
  • adding, to workflow / Adding manual decisions to a workflow, How to do it...
• Merge button / How it works...
• Microsoft Dynamics AX
  • about / Introduction
• My Site host site
  • configuring / Configuring a My Site host site , How to do it..., How it works...
• My Site option / How it works...
• My Site profile links
  • adding, to Role Center / Adding My Site profile links to the Role Centers, How to do it..., How it works...

N

• navigation bar
  • removing, Role Centers / Removing the navigation bar from Role Centers
• New drop-down button / How it works...
• new help publisher ID
  • creating / Creating a new help publisher ID, How it works...
  • content folder, creating / Creating a new help publisher content folder
• note boards
  • using, to microblog from Role Centers / Using note boards to microblog from the Role Centers, How to do it..., How it works...

O

• OData queries
  • used, for building InfoPath lookups / Building InfoPath lookups using OData queries, How to do it..., How it works...
• OData Query / Creating custom OData queries to retrieve Dynamics AX data
• Outlook
  • linking, with Dynamics AX / Linking Outlook with Dynamics AX, How to do it...
  • Role Centers, embedding into / Embedding Role Centers into Outlook, How to do it..., How it works...
• Outlook Social Connector
  • about / Introduction
  • using, to research Dynamics AX contacts / Using the Outlook Social Connector to research Dynamics AX contacts, Getting ready, How to do it...

P

• PerformancePoint
  • scorecard, creating / Creating a scorecard in PerformancePoint, How to do it..., How it works...
  • analytical chart, creating / Creating an analytical chart in PerformancePoint, How to do it...
• PerformancePoint Dashboard Designer
  • about / Introduction
• PerformancePoint Dashboards
  • creating, in SharePoint / Creating PerformancePoint dashboards in SharePoint, How to do it..., How it works...
• PerformancePoint workspace
  • configuring, for Dynamics AX cubes connection / Configuring a PerformancePoint workspace to connect to the Dynamics AX cubes, How to do it..., How it works...
• Personalize this page option / How to do it...
• Pick task Microsoft Outlook folder button / How to do it...
• PowerPivot data source
  • creating, for Power View / Creating a PowerPivot data source for Power View, How to do it..., How it works...
• PowerPivot gallery
  • creating, in SharePoint / Creating a PowerPivot gallery in SharePoint, How to do it..., How it works...
  • Power View report, creating from / Creating a Power View report via the PowerPivot gallery, How to do it..., How it works...
• PowerPoint
  • Power View report, exporting to / Exporting a Power View report to PowerPoint, How it works...
• Power View
  • about / Introduction
  • PowerPivot data source, creating for / Creating a PowerPivot data source for Power View, How to do it...
• Power View cubes
  • used, for Power View report creating / Creating a Power View report from Power View cubes, How to do it..., How it works...
• Power View dashboards
  • saving / Saving Power View dashboards and reports, How to do it...
• Power View report
  • creating, from Power View cubes / Creating a Power View report from Power View cubes, How to do it..., How it works...
  • adding, to Role Center / Adding a Power View report to a Role Center, How to do it..., How it works...
  • exporting, to PowerPoint / Exporting a Power View report to PowerPoint, How it works...
  • creating, via PowerPivot gallery / Creating a Power View report via the PowerPivot gallery, How to do it...
• Power View reports
  • linking, to Dynamics AX forms / Linking Power View reports to Dynamics AX forms, How to do it..., How it works...
• presentation information
  • adding, in product catalog / Adding images and presentation information to product catalogs, How to do it..., How it works...
• product catalog
  • configuring / Configuring a product catalog, How to do it..., How it works...
  • images,adding / Adding images and presentation information to product catalogs, How to do it..., How it works...
  • presentation information, adding / Adding images and presentation information to product catalogs, How to do it..., How it works...
• Product name dimension / How to do it...
• projects
  • creating, from Cases / Creating projects from Cases, How it works...
• Properties window / How to do it...

Q

• Query Reference data source types / How to do it...
• Query Reference option / How to do it...

R

• RelativeReportURL / How it works...
• reports
  • saving / Saving Power View dashboards and reports, How it works...
• ribbon bar
  • removing, from Role Centers / Removing the ribbon bar from Role Centers
• Role Center
  • My Site profile links, adding / Adding My Site profile links to the Role Centers, How to do it..., How it works...
  • Power View report, adding to / Adding a Power View report to a Role Center, How to do it..., How it works...
• Role Center profiles
  • cues, adding to / Adding cues to Role Center profiles, How to do it...
• Role Centers
  • about / Introduction
  • RSS feeds, adding to / Adding RSS feeds to Role Centers, How to do it...
  • ribbon bar, removing from / Removing the ribbon bar from Role Centers
  • navigation bar, removing / Removing the navigation bar from Role Centers
  • embedding, into Outlook / Embedding Role Centers into Outlook, How to do it...
• Role Center template
  • creating / Creating a new Role Center template, How to do it..., How it works...
• RSS Feed Reader / Adding RSS feeds to Role Centers
• RSS feeds
  • adding, to Role Centers / Adding RSS feeds to Role Centers, How to do it...
• RSS Properties group / How to do it...
• Run Dashboard Designer button / How it works...

S

• Sales cube / Creating a Power View report from Power View cubes
• Save As option / How to do it..., How to do it...
• scorecard
  • creating, PerformancePoint used / Creating a scorecard in PerformancePoint, How to do it..., How it works...
  • adding, to a user’s Role Center / Adding scorecards to a user's Role Center, How to do it...
• shared document libraries
  • creating / Creating shared document libraries, Getting ready, How to do it..., How it works...
• SharePoint
  • PowerPivot gallery, creating in / Creating a PowerPivot gallery in SharePoint, Getting ready, How to do it..., How it works...
  • PerformancePoint Dashboards,creating / Creating PerformancePoint dashboards in SharePoint, How to do it..., How it works...
• Specified profiles option / How to do it...
• Stop Editing button / How to do it..., How to do it..., How to do it...
• Synchronize button / How to do it...

T

• table list option / How to do it...
• Task Recorder
  • creating / Creating a Task Recorder walkthrough, How to do it...
• task recording document
  • converting, to help topic / Turning a task recording document into a help topic, How to do it...
• tasks
  • assigning, through Cases / Assigning tasks through Cases, How to do it..., How it works...
• template
  • workflow design, creating from / Creating a new workflow design from a template, How to do it...
• template library
  • documents, registering to / Registering documents to template libraries, How to do it..., How it works...
• text placeholders
  • adding, to workflow messages / Adding text placeholders to workflow messages, How to do it..., How it works...

U

• Upload Documents button / How it works...
• User tab / How to do it...
• user’s Role Center
  • scorecard, adding to / Adding scorecards to a user's Role Center, How to do it..., How it works...
  • analytical chart, adding / Adding an analytical chart to a user's Role Center, How to do it...

W

• Web group / How to do it...
• web services
  • about / Introduction
• web service wrapper
  • creating / Creating a web service wrapper, How to do it..., How it works...
• workflow
  • tasks, adding to / Adding task steps to workflows, How to do it...
  • conditional decisions, adding / Adding conditional decisions to a workflow, How to do it...
  • manual decision, adding / Adding manual decisions to a workflow, How to do it..., How it works...
  • status notifications, adding / Adding workflow status notifications, How to do it..., How it works...
• workflow design
  • creating, from template / Creating a new workflow design from a template, How to do it...
• workflow messages
  • text placeholders, adding / Adding text placeholders to workflow messages, How to do it..., How it works...
• workflows
  • saving / Saving and activating workflows
  • activating / How to do it...
  • submitting / Submitting and using workflows, How to do it..., How it works...
  • using / Submitting and using workflows, How it works...
• workflow status notifications
  • adding / Adding workflow status notifications, How to do it..., How it works...
• Workflow user combobox / How to do it...
• WSDL (Web Services Description Language) / How to do it...