Embedding Role Centers into Outlook
Another benefit of the dialog mode for the Role Centers is that you can embed them in other applications as pure dashboards. Outlook may be one of the most used applications within a business, so why not embed the Role Centers in there making it unavoidable that they cannot miss events within Dynamics AX.
In this recipe, we will show how you can add Role Centers as homepages within Outlook.
How to do it...
To embed the Role Center as a homepage within Outlook, follow these steps:
Within the
Outlook
folder tree, right-click on the parent node, and select the New Folder menu item.Give the new folder the name
Enterprise Portal
.Right-click on the new folder and select the Properties menu item.
Within the folder properties, switch to the Home Page tab, check the option Show home page by default for this folder, and paste the URL for the Enterprise portal into the Address: field. Then, click on OK to save the changes.
Now go to Options within the Outlook File menu...