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Extending Microsoft Dynamics AX 2012 Cookbook by Murray Fife

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Creating a new Role Center template

Dynamics AX comes prepackaged 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, and so forth. But if you have unique roles within your organization that don't fit the standard roles, Dynamics AX allows you to create your own Role Center template.

In this recipe we will show you how to do just that.

Getting ready

In order to create a Role Center template, you will need to have designer rights to SharePoint. If you don't have these rights, talk to your SharePoint administrator and they should be able to help you.

How to do it...

To create a new Role Center template, follow these steps:

  1. Open up the Enterprise portal and ...

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