Dynamics 365: Learn in doing

When you create a page in Enterprise Portal, you will add it to the navigation to enable users to access it. This walkthrough demonstrates how to add the Tutorial_MessagePrompt page to the Quick Launch navigation for the Sales module site in Enterprise Portal. It illustrates the following tasks: 1.       Creating a Web Menu Item 2.      Modifying the Quick Launch Menu 3.      Viewing the Page in Enterprise Portal Prerequisites to complete this walkthrough: 1.       Microsoft Dynamics AX 2.      Enterprise Portal #1: Creating a Web Menu Item A web menu item points to a specific page in Enterprise Portal. You must create a web menu item for each page that you will be adding to the navigation. To create a web menu item: 1.       In the AOT, expand the Web node, and then expand the Web Menu Items node. 2.      Right-c...

In this example, the customer page in EP displays detailed information about a customer. The User Control displayed in a User Control web part is used to display the data on the page and the AxForm is the main component of the User Control used. A common customization is adding/changing the fields that are displayed in an entity overview page. This walkthrough demonstrates how to add a field to the first group that appears on the View customer entity overview page. The below figure illustrates the tasks be performed: Prerequisites: Basic prerequisites to be checked and available before proceeding for the walkthrough are: 1. Microsoft Dynamics AX 2. Enterprise portal 3. Visual Studio 2010 4. Visual Studio Tools installed (Ax Installation) 5. EP Administrator rights #1: Determining the User Control to Modify Before you can modify the fields displayed on the View customer page, you must determine which User Control is being used for that page. To determine the U...

In Dynamics Ax 2012, you can attach documents to specific records. This can be done by clicking the "Attachments" button on the Ribbon for many forms. Below is a screen capture for Workers form: The picture isn't clear, this is just to give an idea where you should possibly look for Attaments button.   But before you go ahead with Document attachments, you need to setup few things listed below: Activate Document management Set up Archive Directory - place to store the documents Create required Document types Use Document management to attach files to records in any Dynamics Ax Form. Activate Document Management: Complete the following procedure to activate document management. C lick File > Tools > Options .  Click General and then expand the Miscellaneous FastTab.  Select the Document handling active check box.  Select Show attachment status to highlight the Document handling control on the status bar and Selec...

Sometimes a perfectly fine, up and running Enterprise portal (Role center) will stop working and throw the below error. Error Message: "An unhandled error has occurred. To view details about this error, enable debugging in the web.config file or view the Windows event logs. Go back to site." You will generally get an error message like "Unhandled exception has occurred" or "An error has occurred. Contact your administrator for further assistance" on the Enterprise portal site or on the Ax Thick client (for role centers). But to have the understanding of the actual error, look into the Event Viewer (eventvwr). Solution: The solution that worked for me is quite simple to implement and you can give it a try even though you have some other issue related to Enterprise portal. Go to System administration > Setup > Enterprise portal > Deployments In the opened dialog, verify if the Deployment target is pointed to the correct folder (typ...

Before you grant users access to Enterprise Portal, you must complete the following tasks: 1.       Verify that you have the appropriate permissions to install and configure Enterprise Portal. 2.      Verify that you are listed as a site administrator for Enterprise Portal in SharePoint. 3.      Install Enterprise Portal. 4.      Deploy Enterprise Portal. 5.      Configure security for Enterprise Portal. Adding users to SharePoint: You must add users or groups to Microsoft SharePoint 2010 products before users can access Enterprise Portal or view content in Role Centers. 1.       Open the Enterprise Portal site in a Web browser. By default, the URL is http:// server_name /sites/DynamicsAX.   2.      On the menu bar, click Site Actions > Site Permissions. 3.      Click Grant Permi...