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

Creating collaboration workspaces for Case projects


Apart from giving you better tracking of time and materials, billing projects created from Cases provide the ability to create Collaboration workspaces within SharePoint that you can use to store files that could be accessed internally, and also accessed externally for collaboration with customers and vendors.

In this recipe, we will show you how to do this directly from the project form.

How to do it...

To create a new Collaboration workspace from a project, follow these steps:

  1. Open up the billing project that is associated with your Case.

  2. From the Project tab on the ribbon bar, click on the Collaboration workspace button in the Set up group, and select the Create collaboration workspace item:

  3. Give your workspace a title, and click on the OK button to create the workspace:

How it works...

If you now look at the bottom of the Project form, and open up the Collaboration workspace tab, you will see that the Internal URL and External URL fields...