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Introduction Click Instructions Presenter Script
1. In this demonstration, we will walk
through the core components of the Role
Centers. This will give you an idea of thecore parts of a Role Center and how
these can be used.
Click Here
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Assigning Roles Click Instructions Presenter Script
1. Click the Morebutton in the left
pane.
It is a simple task to assign a role center
to a user.
For this example, we are going to log on
as a user that has Administration
privileges.
2. Select Administration. Tim as the IT Administrator may help set
the system up and keep it running. He
can perform management tasks from the
Basic and Administration Area pages.
Click Here
Click Here
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3. Click the User Profiles link. From the Role Center setup, Tim can
initialize the Role Center profiles. This
populates the 30+ out-of-the-box Role
Centers.
4.
Select APCoordinator. You can see in the list some of the
profiles available for different roles, such
as Accounting Manager, Accounts
Payable Coordinator, and so on.
If I click on the Accounts Payable
Coordinator profile I can see the users
assigned.
Click Here
Click Here
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5. Switch to the Userstab.
6.
Click the View Role Center button. In this example, I can see that April is
assigned to this profile. From here, we
can also perform a number of
administrative tasks like importingand
exportingthe Role Centers.
This is a handy feature to move from a
test environment to a production
environment.
From here, we can also do some bulkactivitieslike assigning users.
You can see here we can also viewthe
Role Centers.
Click Here
Click Here
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7. Close the Role Center window. I can now see the layout of the Role
Center and configure what components
are displayed.
This is a great way to access all the RoleCenters and set them up without having
to log on as different users.
You will also notice that this actually
opens a Web browser. The Role Center is
a Microsoft SharePoint Services Web Part
page. This provides the Role Centers with
the flexibility to have different parts that
you can mix and match to suit the needs
of the role.
This Role Center is also available as the
Home page in the Microsoft Dynamics AX
2009 Client, as you will see in the rest of
this demonstration.
Click Here
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8. Close the User Profiles dialog box.
9.
Click on the Userslink. I can also access the Userssetup to
adjust what profiles users have
associated with them.
Click Here
Click Here
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10.Select April. You can see here this is the setup for
April, who is an AP coordinator.
11.
Switch to the Profiletab. One big advantage that has been
incorporated in this release is the ability
for users to have a different profile in
each company.
Click Here
Click Here
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12.Close the User dialog box.
13.
Click anywhere.
Click Here
Click Here
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KPIs Click Instructions Presenter Script
1. Click the Manage KPIs link. One component that you will see on
many executive Role Centers is the KPI
Web Part or Business Overview WebPart.
This Web Part displays data from the
OLAP cubes provided with Microsoft
Dynamics AX 2009.
Charlie, the CEO, wants to keep track of
the financial metrics for the organization.
The Financial KPIsWeb Part lets an
executive see the key performanceindicators that are calculated in the OLAP
cubes.
A user like Charlie can manage which KPIs
they see.
Click Here
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2. Expand the Companycombo box. With the Manage function, the user can
see the indicators from different
companies, and choose the currency to
display amounts in.
They can also edit which indicators are
displayed.
3.
Collapse the Companycombo box.
Click Here
Click Here
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4. Expand the Currencycombo box.
5.
Collapse the Currency combo box.
Click Here
Click Here
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6. Click the Pencil icon for Total
Revenue.
From there, Charlie can change some of
the settings for the displayed indicator.
You can also see that this is an indicator
from the General Ledger Cube.
7.
Click the Cancelbutton.
Click Here
Click Here
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8. Click the Cancelbutton.
9.
Click anywhere.
Click Here
Click Here
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Reports Click Instructions Presenter Script
1. Click on the header for the Total
Accounts Payable in the Past Periods
chart.
Now lets change roles and have a look at
another Web Part, this time the Report
Web Part. You can see on Ingas RoleCenters that she has an Invoiced
purchase amountreport.
This is a Microsoft SQL Server Report
displayed as a Web Part. Some reports
have drill-down capabilities.
2. Select Modify Shared Web Part. Reports can be developed and added to
the Role Centers at any time. Microsoft
Dynamics AX 2009 ships with a large
range of reports already developed. You
can add these to the Role Centers or use
the report development tools provided
with Microsoft Dynamics AX 2009 and
Microsoft SQL Server Reporting
Services to develop new reports that canbe displayed on the role centers.
If Inga has the appropriate permissions,
she can edit the Web Part and change
which report is displayed.
Click Here
Click Here
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3. Expand the Report name drop-down
menu.
In edit mode, she can add new Web Parts
or change the settings.
4.
Scroll up in the menu. Inga can change the settings for this Web
Part to display a different report. She has
a range of reports to select from.
Click Here
Click Here
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5. Select Purchases in the Past Periods
Chart.
For example, as a purchasing manager,
Inga might be interested in the Purchases
in the Past Periods Chart.
6.
Scroll down.
Click Here
Click Here
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7. Click OK.
8.
Click anywhere. Inga can now see the data she wasinterested in.
Click Here
Click Here
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Work Lists Click Instructions Presenter Script
1. Click the middle Approve item in the
Work List pane.
Another Web Part that is available on the
Role Center is the Work list.
This Work listdisplays notifications form
Alerts, notifications from workflow and
activities from CRM and Projects. The
Work listis a chronological list of the
events that are relevant for the user.
This saves the user having to drill into the
business application to check the status
of documents. The Work listallows
actions to be taken directly from the list.
2. Click the selected item in the Work
List pane.
Click Here
Click Here
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3. Select Go to Expense Header.
4.
Close the Expense Approval dialogbox.
From the work list, you can drill into thedetails to decide if you need to act
further.
Click Here
Click Here
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5. Click on the header for the Work List
web part.
6.
Select Modify Shared Web Part.
Click Here
Click Here
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7. Expand the View Type drop-down
menu.
A user can change the view of what they
see in the Work list as needed. For
example, they can choose to have two
Work lists on their Role Center: one
showing Alerts and another showingActivities.
8.
Collapse the View Type drop-downmenu.
Click Here
Click Here
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9. Click the Exit Edit Mode link.
Click Here
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Cues Click Instructions Presenter Script
1. Select the header for the Cues web
part.
The Cues Web Part serves as indicators to
the transactions that are currently in the
system. For example, Inga has her RoleCenter configured to display a range of
Cue indicators.
Each Cues Web Part can display six cues.
A user can add multiple Cue Web Parts to
a Role Center, each displaying six cues.
2. Select Modify Shared Web Part. Inga can select additional Web Parts to
display on the Role Centers and also
change the way the indicators display
information.
Click Here
Click Here
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3. Expand the Select a Cue to Modify
drop-down menu.
We can choose to display an indicator for
a specific Cue.
4.
Select Cue 4.
Click Here
Click Here
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5. Expand the Viewcombo box. In this example, we will select Planned
Purchase Orders, which is Cue 4.
6.
Scroll down the list.
Click Here
Click Here
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7. Select Planned Purchase Orders.
8.
Expand the Thresholdcombo box. Inga can specify the Threshold to limitthe number of items indicated by the
Cue.
Click Here
Click Here
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9. Select >=.
10.
Scroll down the Cues pane. You can see the threshold is set to 10. Itcould be set at any limit that is preferred
by the user.
Click Here
Click Here
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11.Click OK.
12.
Click on Planned Purchase Orders inthe Cues pane.
You can see the threshold indicator isnow displayed.
Click Here
Click Here
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13.Click in the filtertextbox. Now from the list, Inga can create her
own Cues.
14.
Click the Gobutton to apply the filter. First, she will filter the data to displaywhat she needs. In this example, Inga
wants to filter the list to display records
with a certain item number.
Click Here
Click Here
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15.Click on the Planned Purchase Orders
(Unsaved filter) menu.
Now she can save this filter as a Cue.
16.
Select Save As Cue.
Click Here
Click Here
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17.Click in the Cue ID textbox. Inga can give the Cue a name that she
will remember.
She can also specify whether the Cue is
just for her, or allow other people to seeit as well.
18.
Click in the Captiontextbox.
Click Here
Click Here
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19.Click OK.
20.
Click Home.
Click Here
Click Here
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21.Select the header for the Cues web
part.
Now she can add that Cue to her Role
Center.
22.
Select Modify Shared Web Part.
Click Here
Click Here
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23.Expand the Select a Cue to Modify
drop-down menu.
Inga wants to modify an existing Cue to
display the new information. In this
example, she will make changes to Cue 5.
24.
Select Cue 5.
Click Here
Click Here
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25.Expand the Viewdrop-down menu. You can see that the View list now
includes the Cue she created.
26.
Scroll down the menu.
Click Here
Click Here
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27.Select Planned Orders for 1205.
28.
Scroll down the Cues pane.
Click Here
Click Here
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29.Click OK.
Click Here
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Links Click Instructions Presenter Script
1. Click the Vendorslink. Inga can set up her own shortcuts to
functions using the My LinksWeb Part.
As an example, if Inga needs to accessthe list of vendors, which is something
she is responsible for maintaining, she
can click on the Vendorslink.
2. Click the Backbutton.
Click Here
Click Here
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3. Click the Add Links link in the My
Links web part.
Inga can also add links if she needs to.
4.
Expand the Desktop Link drop-downmenu.
Inga can add links to sites that areaccessible from either the Windows
client desktop, the Enterprise Portal, or
both.
Inga can also add links to external sites
via a URL option.
lick Here
Click Here
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5. Expand the Main menu node. From here, Inga can select any functional
to link to. For example, if she wants to
create a link to Purchase Order Details,
she can select this.
6.
Expand the Accounts payable node.
Click Here
Click Here
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7. Select Purchase Order Details.
8.
Click OK.
Click Here
lick Here
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9. Click anywhere. Inga can now see the new link on her
Role Center and can build up a list of the
common functions she works with.
You will also notice the My ReportsWeb
Part displayed on many Role Centers.
This works the same way as the My Links
Web Partusers can link to specific
reports they need to do their jobs.
Click Here
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Creating a Page Click Instructions Presenter Script
1. Click the Site Actions link. Microsoft Dynamics AX 2009 ships with
pre-configured Role Centers. As users
needs change, they have the freedom topersonalize these Role Centers to meet
their needs. IT or business administrators
also have the tools to build new Role
Centers to personalize the business
application for new roles.
To start this demonstration, we will log
on as Tim, the IT administrator.
Because the Enterprise Portal is built on
Microsoft Windows SharePoint
technology, it is easy for someone like
Tim to help the business and provide new
Role Centers when needed.
2. Select Create. First, Tim is going to create a new Web
Part Page to contain the Web Parts that
make up the role center.
Click Here
Click Here
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3. Click the Web Part Page link. From the Create page, Tim can select to
create a Web Part Page. This allows him
to assemble the collection of Web Parts
that are needed to present the
information for the Role Center.
4.
Click in the Nametextbox. Here, Tim can create a name for the RoleCenter page and select the template he
wants to use.
Click Here
Click Here
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5. Expand the Document Library menu. Tim can choose where the page is stored
so that it is easy to find and organize the
pages.
In this case, we have the Enterprise
Portaldocument library already created
for us.
6.
Select Enterprise Portal.
Click Here
Click Here
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7. Click the Createbutton. When Tim has finished, he can click the
Createbutton.
Click Here
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Add Work List Click Instructions Presenter Script
1. Click the Add a Web Part link for the
Middle Column.
Tim can now add the Web Parts. The first
one that he is going to add is the Unified
Work List.
2. Scroll down in the dialog box. Next Tim will find and locate the Web
Part he wants to use. The benefit of
being built on Microsoft Windows
SharePoint technology is that there is a
range of existing Web Parts designed to
display rich content from multiple
applications and sources.
Click Here
Click Here
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3. Place a check next to Dynamics
Unified Work List Web Part.
4.
Click the Addbutton.
Click Here
Click Here
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Adding Cues Click Instructions Presenter Script
1. Click the Add a Web Part link in the
Right Column.
You can see that the Web Part has now
been added to the page. There is no need
for coding. You simply select from the
list.
2. Scroll down in the dialog box. Tim can add another page to show
indicators from Microsoft Dynamics AX.
Click Here
Click Here
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3. Place a next to Cues. In this example, he can add the Cues
Web Part to show status indicators.
4.
Click the Addbutton.
Click Here
Click Here
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5. Expand the Edit menu for the Cues
web part.
Now that the Web Part has been added,
Tim can add a Cue. Other users can also
personalize it with additional cues later.
6.
Select Modify Shared Web Part.
Click Here
Click Here
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7. Expand the View drop-down menu. Tim can select from the existing list of
Cues. In this case, Karl is the materials
manager and is interested in the Planned
Purchase Orders.
This is just one of many Cues that can be
selected. Users can also create their own
Cues from a list page in Microsoft
Dynamics AX.
8.
Select Planned Purchase Orders.
Click Here
Click Here
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9. Scroll down in the Cues pane.
10.
Click OK.
Click Here
Click Here
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Adding Reports Click Instructions Presenter Script
1. Click the Add a Web Part Link in the
Footer.
A report is always a good tool to display
information on the Role Center page.
2. Scroll down in the Add Web Parts
window.
For this example, Tim will select a Web
Part that displays a report from Microsoft
Dynamics AX using Microsoft SQL Server
Report Services.
Click Here
Click Here
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3. Place a check next to Dynamics
Report Server Report.
4.
Click the Addbutton.
Click Here
Click Here
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5. Click the Edit link for the Dynamics
Report Server report web part.
Tim will be able to see right away that
the Web Part has been added. Now he
can go and choose the properties that
are needed to display the report.
6.
Select Modify Shared Web Part.
Click Here
Click Here
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7. Expand the Report Name drop-down
menu.
8.
Select Purchases in the Past PeriodsChart.
As you can see, Tim can select from anextensive list of reports. For now, he will
select the Purchases in the Past Periods
Chart, which will give Karl a visual
display of the number of previous
purchases.
Click Here
Click Here
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9. Select the None radio button for
Toolbar Size.
10.
Scroll down in the Report ServerReport pane.
Click Here
Click Here
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11.Select the Yesradio button for
"Should the Web Part have a fixed
height?"
Tim can adjust the height to display the
chart properly.
12.
Click in the height textbox.
Click Here
Click Here
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13.Expand the Heightdrop-down menu.
14.
Select Centimeters.
Click Here
Click Here
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15.Click OK.
16.
Scroll up the page. Tim can now see a preview of the pagedisplaying the report with the chart he
just added. For the moment, Tim has
finished adding Web Parts to make the
Role Center page. He can come back at
any time to add more and modify the
page.
Click Here
Click Here
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3. Expand the Web Menu Items node.
4.
Expand the URLs node.
Click Here
Click Here
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5. Click on the URLsnode. Tim can add the new URL from the AOT.
6.
Select New URL.
Click Here
Click Here
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7. Click on the URL1node. Adjusting the properties allows Tim to
associate the link and set this URL as a
HomePage.
8.
Select Properties.
Click Here
Click Here
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9. Click in the Labeltextbox. Assigning a label lets us display a more
sensible friendly name (rather than the
technical name) to users.
10.
Click in theName
textbox.
Click Here
Click Here
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11.Click the Save All button.
12.Click in the URLtextbox.
Click Here
Click Here
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13.Expand the HomePagecombo box. The page is designated as a Role Center
via the Home Pageproperty.
Now that Tim has finished, he can do the
final setup to enable users to access the
page.
14.Select Yes.
Click Here
Click Here
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15.Click the Save All button.
16.Close the Properties list.
Click Here
Click Here
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17.Close the AOT dialog box.Click Here
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Profiles Click Instructions Presenter Script
1. Click the Morebutton in the left
pane.
From the Administration Areapage, Tim
can configure the user profiles.
2. Select Administration.
Click Here
Click Here
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3. Click on the User Profiles link.
4. Click the Newbutton in the User
Profiles dialog box.
From here, Tim can add the new profile
for the Materials Manager.
Click Here
Click Here
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5. Click in the blank textbox.
6. Click in the blank Description field.
Click Here
Click Here
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7. Click in the blank Description field.
8. Click in the blank Role Center field.
Click Here
Click Here
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9. Click in the blank Role Center field.
10.Scroll down in the dialog box, You can see that the page and the
association that we made in the AOT is
now in the list of Role Centers.
This is how simple it is to create a new
Role Center page. There is one last step,
which is to associate it to a user.
Click Here
Click Here
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13.Click the Add User button.
14.Expand the User ID drop-down menu. Tim will add Karl so that Karl sees the
new Role Center as his default Role
Center.
Click Here
Click Here
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15.Select Karl.
16.Click OK.
Click Here
Click Here
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17.End of demo. You can see from this demonstration that
Microsoft Dynamics AX 2009 can easily
be customized to create new Role
Centers. This enables Role Centers to be
tailored easily for your business. In a few
minutes, you can easily put together anew page to show the relevant data for
that role. Pulling information together
from existing Web Parts to show data
from Microsoft Dynamics AX or other
applications is easy for the IT staff or a
business administrator. This enables your
users to get the most out of the business
application, saving you time and
consulting resources that would typically
be needed for other ERP applications youmight be evaluating.
Click Here
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Conclusion Click Instructions Presenter Script
1. For more information, contact your
Microsoft representative.
2.
Click Here
Click Here
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