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

Linking Outlook with Dynamics AX


The first step in using Outlook with Dynamics AX is to set up the connection through Dynamics AX. In this recipe we will show the steps required to do this.

Getting ready

Before we start on this example, you will need to make sure that your user profile in Dynamics AX is associated with your e-mail account. This will ensure that Dynamics AX will be able to share information with your Outlook profile. To do this carry out the following steps:

  1. From the File drop-down menu on the Dynamics AX client, navigate to the Tools menu, and then the Options submenu.

  2. Within the Options dialog box, check that you have the e-mail address that is in the E-mail: field:

How to do it...

To set up the synchronization link between Dynamics AX and Microsoft Outlook, follow these steps:

  1. From the Home Area Page, open up the Microsoft Outlook setup wizard from the Setup group.

  2. Step through the wizard screens until you reach the page Microsoft Outlook synchronization. This may already be populated...