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Introduction
The Enterprise Portal uses SharePoint pages to display information from
Microsoft Dynamics AX. The appearance and content on each page can be
easily customized from inside the Enterprise Portal.
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Customizing Pages
SharePoint pages contain web parts that give users access to data and
functionality in the Microsoft Dynamics AX application. Web parts can easily be
added and removed from a page, and the web part properties allow a developer to
set the behavior of the web parts.
Every page on SharePoint contains a ribbon that contains a Page tab. The Page
tab contains several buttons that are used to edit the page properties, alerts and
other features of the page. The Edit Page button will reload the page and enter
the editor mode of SharePoint. This mode is used by developers to add, remove
and rearrange web parts on the page.
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Enterprrise Porta
al Develop
pment in Microsoft
M
D
Dynamicss AX 201
12
To remove a web part frrom a page, cllick the drop--down menu aat the upper-rright
corner of th
he web part, and
a then clickk Delete.
The propertties of web paarts will be coovered in morre detail in thhe "Web Partss"
section of this
t chapter.
NOTE: Pag
ge definitionss have to be im
mported backk into the Appplication Objeect
Tree (AOT)) after you ha
ave completedd updating thee page. Refer to the proceddure
titled "Crea
ating New Pages" in this cchapter for moore informatioon.
Persona
alizing Pag
ges
Web parts can
c also be peersonalized byy end-users. T
They can be rrearranged orr
completely hidden. Thesse personalizaations are visiible only to thhe end-user w
who
made the ch
hange, as opp
posed to page edits made bby a developerr which are vvisible
to all users..
To personaalize a page, click
c
your useername at the upper-right aand select
Personalize this Page from
fr
the menuu. The page w
will go into eddit mode as
explained in
n the "Editing
g Pages" sectiion in this chapter.
To remove all personalizzations from tthe page, clicck your usernaame at the uppperright and seelect Reset Pa
age Content..
Procedu
ure: Creating New P
Pages
To create a new page forr the Enterpriise Portal, sevveral steps havve to be
performed in SharePointt and in Microosoft Dynamiics AX.
w page must be
b created in S
SharePoint.
First, a new
1. In the Enterp
prise Portal, bbrowse to thee site for the m
module wheree the
page should
d be added. Foor example, iff you created a new site in the
procedure in
n Chapter 3 tiitled Creatinng the Sub Moodules", with that
site selected
d, you can creeate the defaullt page needeed for that sitee to
work.
n, click Site A
Actions > Moore Options tto open the C
Create
2. In the ribbon
dialog box.
w page that will use web paarts
3. Select Web Part Page too create a new
and then clicck Create.
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NOTE: The URL property that contains the relative URL to the page must be
correctly URL-encoded. Replace any space with %20.
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Challenge Yourself!
On the Enterprise Portal open the Fleet management module site and then click
Vehicles in the quick launch. On the All vehicles list page, click a vehicle
description to open the vehicle details screen. Remove Recent rentals and Make
and model FactBoxes on the right side column.
Step by Step
On the Enterprise Portal, click the Fleet management link in the top navigation
bar. From the home page, follow these steps.
1. In the quick launch menu on the left, click Vehicles > Vehicles.
2. On the All vehicles list page, click a vehicle description in the
Description column.
3. On the View Vehicle modal page, click the Page tab on the ribbon
and then click the Edit Page button.
4. On the Vehicle details page in edit mode, find the Vehicle web part
and then click the down arrow to open the web part's menu, and then
click Delete.
5. On the Message from webpage dialog box, click OK to confirm the
deletion of the web part from the page.
6. In the ribbon on the Vehicle Details modal page, click Stop Editing.
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Web Parts
The Enterprise Portal adds web parts in a new Microsoft Dynamics AX web part
category on SharePoint.
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Web Part
Description
Action Pane
Business
overview
Connect
Cues
Infolog
Left navigation
List
Page title
Quick launch
Description
Quick links
Report
Toolbar
User control
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Challenge Yourself!
Create a new page and add a web part to display the cue group "FMCueGroup",
and a web part to show a user's alerts and work items. Associate the page
together with a user profile.
Step by Step
Open the Enterprise Portal and browse to the Home module site by clicking
Home in the top navigation bar.
1. Click the Site Actions menu and select More Options.
2. On the Create dialog box, click Page in the Filter By group, click
Web Part Page and then click the Create button.
3. On the New Web Part Page page, enter "FMManager" in the Name
field. Select "Header, Left Column, Body" in the Choose a Layout
Template list, and select "Enterprise Portal" in the Document
Library selection and then click Create.
4. In the Body zone, click the Add a Web Part link.
5. In the Categories box, select Microsoft Dynamics AX. In the Web
Parts box, click Unified work list and then click the Add button.
6. In the Body zone, click the Add a Web Part link.
7. In the Categories box, select Microsoft Dynamics AX. In the Web
Parts box, click Cues. Click the Add button.
8. On the Activities web part, click the down arrow on the right side to
open the web part menu, and then click Edit Web Part.
9. In the Activities property box, enter "FMCueGroup" in the Cue
Group Name field and then click OK.
10. Click Stop Editing in the SharePoint ribbon.
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On the User profiles window, click the New button in the toolbar.
In the Profile ID column, enter "FleetManagementManager".
In the Description column, enter "Fleet Management Manager".
In the Role center column, select the "FMManagerRoleCenter".
Click the Close button.
Summary
Enterprise Portal pages can be customized by adding, removing and re-arranging
web parts. Microsoft Dynamics AX 2012 supplies several web parts that display
business data that can be used to create role centers for specific user profiles.
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Solutions
Test Your Knowledge
1. Which of the following products can be used to edit the Enterprise Portal
theme colors and fonts?
() Microsoft Office products such as Microsoft Word.
( ) Any text editor that can open .css files, such as Notepad.
( ) Specialized font editors that can read and write SharePoint themes.
( ) SharePoint Central Administration which is part of any SharePoint
Server installation.
2. To create a new Enterprise Portal page, a developer must take which action
first?
( ) Create a new URL in the AOT
( ) Create a new page in the AOT
() Create a new page on the SharePoint Server
( ) Create a new URL on the SharePoint Server
3. Which of the following web parts can display information from SQL
Reporting Services and SQL Analysis Services? (Select all that apply)
() The Report web part
( ) The Cube web part
( ) The Business Reporting web part
() The Business Overview web part
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