Creating a new Role Center template
Dynamics AX comes prepackaged with over 40 standard Role Centers for a lot of the normal user types that you would expect to see within an organization—CFO, Salesperson, AP Clerk, and so forth. But if you have unique roles within your organization that don't fit the standard roles, Dynamics AX allows you to create your own Role Center template.
In this recipe we will show you how to do just that.
Getting ready
In order to create a Role Center template, you will need to have designer rights to SharePoint. If you don't have these rights, talk to your SharePoint administrator and they should be able to help you.
How to do it...
To create a new Role Center template, follow these steps:
Open up the Enterprise portal and from the Site Actions menu, click on the View All Site Content menu item.
This will show you all the site content. All Role Center templates are stored in the Enterprise Portal document library. Click on that to open up the library. If you browse through...
