Extending Microsoft Dynamics AX 2012 Cookbook电子书

Extending Microsoft Dynamics AX 2012 Cookbook

Table of Contents

Extending Microsoft Dynamics AX 2012 Cookbook

Credits

About the Author

About the Reviewers

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Preface

What the book covers

What you need for this book

Who this book is for

Conventions

Reader Feedback

Customer Support

Errata

Piracy

Questions

1. Extending Out with SharePoint

Introduction

Configuring a My Site host site

Getting ready

How to do it...

How it works...

Using note boards to microblog from the Role Centers

How to do it...

How it works...

Adding My Site profile links to the Role Centers

How to do it...

How it works...

Creating shared document libraries

Getting ready

How to do it...

How it works...

Linking document libraries to Dynamics AX records

Getting ready

How to do it...

How it works...

Summary

2. Reports and Dashboards

Introduction

Creating a Power View report from Dynamics AX

Getting ready

How to do it...

How it works...

Creating a Power View report from Power View cubes

Getting ready

How to do it...

How it works...

Saving Power View dashboards and reports

How to do it...

How it works...

Adding a Power View report to a Role Center

How to do it...

How it works...

Exporting a Power View report to PowerPoint

How to do it...

How it works...

Creating a PowerPivot gallery in SharePoint

Getting ready

How to do it...

How it works...

Creating a PowerPivot data source for Power View

Getting ready

How to do it...

How it works...

Creating a Power View report via the PowerPivot gallery

How to do it...

How it works...

Linking Power View reports to Dynamics AX forms

Getting ready

How to do it...

How it works...

Summary

3. Dashboards, Charts, and Scorecards

Introduction

Creating a Business Intelligence site

Getting ready

How to do it...

How it works...

Configuring a PerformancePoint workspace to connect to the Dynamics AX cubes

Getting ready

How to do it...

How it works...

Creating a scorecard in PerformancePoint

How to do it...

How it works...

Adding scorecards to a user's Role Center

How to do it...

How it works...

Creating an analytical chart in PerformancePoint

How to do it...

Adding an analytical chart to a user's Role Center

How to do it...

How it works...

Using Decomposition Trees to drill into the analytical charts

How to do it...

Creating PerformancePoint dashboards in SharePoint

How to do it...

How it works...

Summary

4. Communication and Collaboration

Introduction

Linking Outlook with Dynamics AX

Getting ready

How to do it...

Flagging Dynamics AX contacts for synchronization

How to do it...

Synchronizing Dynamics AX contacts with Outlook

How to do it...

How it works...

Using the Outlook Social Connector to research Dynamics AX contacts

Getting ready

How to do it...

How it works...

Communicating with contacts from within Dynamics AX

Getting ready

How to do it...

How it works...

Using Lync to collaborate with other users directly from Dynamics AX

Getting ready

How to do it...

How it works...

Summary

5. Using Cases to Manage Incidents and Requests

Introduction

Creating Case categories

How to do it...

How it works...

Assigning tasks through Cases

How to do it...

How it works...

Creating appointments through Cases

How to do it...

How it works...

Defining the standard processes for Case management

How to do it...

How it works...

Assigning Knowledge articles to Cases

Getting Ready

How to do it...

How it works...

Associating additional business entities to Cases

How to do it...

How it works...

Creating projects from Cases

How to do it...

How it works...

Creating collaboration workspaces for Case projects

How to do it...

How it works...

Summary

6. Organizing Your Workflows

Introduction

Creating a new workflow design from a template

How to do it...

Adding task steps to workflows

How to do it...

Saving and activating workflows

How to do it...

Setting the default workflows

How to do it...

How it works...

Submitting and using workflows

Getting ready

How to do it...

How it works...

Adding conditional decisions to a workflow

How to do it...

How it works...

Adding manual decisions to a workflow

How to do it...

How it works...

Adding workflow status notifications

How to do it...

How it works...

Adding text placeholders to workflow messages

How to do it...

How it works...

Summary

7. Reporting in Office

Introduction

Creating a document data source

How to do it...

Creating a Dynamics AX document template within Word

Getting ready

How to do it...

How it works...

Creating document template libraries

How to do it...

Registering documents to template libraries

How to do it...

How it works...

Summary

8. Talking to the Outside World

Introduction

Adding login accounts for customers in Active Directory

Getting ready

How to do it...

Configuring customer accounts in Dynamics AX

How to do it...

Associating customer logins with customer accounts

Getting ready

How to do it...

How it works...

Configuring a product catalog

How to do it...

How it works...

Adding images and presentation information to product catalogs

How to do it...

How it works...

Summary

9. Creating Help

Introduction

Creating a new help publisher ID

Getting ready

How to do it...

How it works...

Creating a new help publisher content folder

Getting ready

How to do it...

How it works...

Creating your help content

How to do it...

How it works...

Creating a Task Recorder walkthrough

How to do it...

How it works...

Turning a task recording document into a help topic

How to do it...

How it works...

Summary

10. Web Services and Forms

Introduction

Creating a Dynamics AX web service

How to do it...

How it works...

Creating a web service wrapper

Getting ready

How to do it...

How it works...

Using a Dynamics AX web service in an InfoPath form

Getting ready

How to do it...

How it works...

Creating custom OData queries to retrieve Dynamics AX data

How to do it...

How it works...

Building InfoPath lookups using OData queries

How to do it...

How it works...

Summary

11. Role Center Personalization and Customization

Introduction

Creating a new Role Center template

Getting ready

How to do it...

How it works...

Creating a new Dynamics AX user profile

How to do it...

How it works...

Adding cues to Role Center profiles

Getting ready

How to do it...

How it works...

Adding cues through the Advanced Filter editor

How to do it...

How it works...

Adding RSS feeds to Role Centers

Getting ready

How to do it...

How it works...

Removing the ribbon bar from Role Centers

How to do it...

How it works...

Removing the navigation bar from Role Centers

How to do it...

How it works...

Embedding Role Centers into Outlook

How to do it...

How it works...

Summary

Index