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Extending Microsoft Dynamics AX 2012 Cookbook

You're reading from   Extending Microsoft Dynamics AX 2012 Cookbook This is a brilliantly accessible book, packed with practical examples, that's perfect for business professionals who want to make more of the advanced features of Dynamics AX to save money and increase management efficiency.

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Product type Paperback
Published in Aug 2013
Publisher Packt
ISBN-13 9781782168331
Length 314 pages
Edition 1st Edition
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Author (1):
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Murray Fife Murray Fife
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Murray Fife
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Table of Contents (18) Chapters Close

Extending Microsoft Dynamics AX 2012 Cookbook
Credits
About the Author
About the Reviewers
www.PacktPub.com
Preface
1. Extending Out with SharePoint FREE CHAPTER 2. Reports and Dashboards 3. Dashboards, Charts, and Scorecards 4. Communication and Collaboration 5. Using Cases to Manage Incidents and Requests 6. Organizing Your Workflows 7. Reporting in Office 8. Talking to the Outside World 9. Creating Help 10. Web Services and Forms 11. Role Center Personalization and Customization Index

Creating a new Dynamics AX user profile


The Role Center template that is used as the default for a user is associated with the user's profile. For a user to take advantage of the new Role Center that you build, you need to create a new user profile.

In this recipe, we will show you the steps that you need to perform to create a new user profile that is linked to a new Role Center template.

How to do it...

To create a new user profile, follow these steps:

  1. First, you need to create a menu item for the Role Center within AOT. To do this, create a new development project for the menu item.

  2. Within the project, add a new URL object from the Web group.

  3. Give the object a name, label, and help text.

  4. Within the URL field, type in the relative path for the Role Center that you created. It will probably be similar to the following: /Enterprise Portal/RoleCenterName.aspx.

  5. Also, make sure that you set the HomePage field to Yes.

  6. Now we need to create a new user profile. From the System administration area page...

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