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Dynamics AX comes pre-packaged 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,
etc. But what if you have unique roles within your organization that dont fit the standard
roles. Wouldnt it be nice to create your own?
In the following walk through we will show you how to do just that.
Creating A New
Role Center
Template
Creating A New
Role Center
Template
This will show you all of the site content. All of the Role
Center Templates are stored in the Enterprise Portal
document library. Click on that to open up the library.
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Creating A New
Role Center
Template
Creating A New
Role Center
Template
Creating A New
Role Center
Template
Creating A New
Role Center
Template
Creating A New
Role Center
Template
Creating A New
Role Center
Template
Creating A New
Role Center
Template
You can continue adding Web Parts until you are satisfied
with the template. Then click the Stop Editing button on
the ribbon bar.
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Creating A New
Role Center
Template
This will take you back to the view mode and you are done
with the template creation.
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Creating A New
Web Menu
The next step is to create a menu item for the Role Center
within AOT. To do this you can go directly into the AOT
tree and inter the Web Web Menu Items URLs node.
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Creating A New
Web Menu
Creating A New
Web Menu
Creating A New
Web Menu
Creating A New
Web Menu
Creating A New
Web Menu
Within the project, add a new URL object from the Web
group.
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Creating A New
Web Menu
Creating A New
Web Menu
Creating A New
Web Menu
Also, make sure that you set the HomePage field to Yes.
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Creating A New
Profile
Creating A New
Profile
Creating A New
Profile
You can give your new profile a name and from the drop
down box on the Role Center field, you should be able to
find the new Role Center menu that you just created.
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Assigning Users To
A Profile
If you click on the Users tab, you will be able to see the
users that are assigned to the roles. In this case it will be
blank. Click on the Add user button.
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Assigning Users To
A Profile
Now you can select the users that you want to assign to
the role.
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Assigning Users To
A Profile
How It Works
The next time your user logs in, their Role Center will be
the new template that you created.
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How It Works
About
Murray Fife