DYNAX2009 - Role Centers

8/10/2019 DYNAX2009 - Role Centers

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Demo Script: DYNAX2009 - Role Centers

Created 6/18/2010 Page 1

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.

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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.

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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.

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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.

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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.

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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.

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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.

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12.Close the User dialog box.

13.

Click anywhere.

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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.

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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.

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4. Expand the Currencycombo box.

5.

Collapse the Currency combo box.

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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.

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8. Click the Cancelbutton.

9.

Click anywhere.

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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.

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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.

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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.

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7. Click OK.

8.

Click anywhere. Inga can now see the data she wasinterested in.

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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.

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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.

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5. Click on the header for the Work List

web part.

6.

Select Modify Shared Web Part.

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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.

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9. Click the Exit Edit Mode link.

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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.

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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.

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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.

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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.

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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.

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11.Click OK.

12.

Click on Planned Purchase Orders inthe Cues pane.

You can see the threshold indicator isnow displayed.

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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.

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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.

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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.

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19.Click OK.

20.

Click Home.

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21.Select the header for the Cues web

part.

Now she can add that Cue to her Role

Center.

22.


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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.

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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.

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27.Select Planned Orders for 1205.

28.

Scroll down the Cues pane.

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29.Click OK.

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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.

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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.

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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.

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7. Select Purchase Order Details.

8.

Click OK.

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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.

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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.

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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.

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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.

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7. Click the Createbutton. When Tim has finished, he can click the

Createbutton.

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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.

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3. Place a check next to Dynamics

Unified Work List Web Part.

4.

Click the Addbutton.

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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.

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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.


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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.


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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.

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9. Scroll down in the Cues pane.

10.

Click OK.

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D S i DYNAX2009 R l C


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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.

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D S i t DYNAX2009 R l C t


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3. Place a check next to Dynamics

Report Server Report.

4.


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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.


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Demo Script: DYNAX2009 Role Centers


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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.

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9. Select the None radio button for

Toolbar Size.

10.

Scroll down in the Report ServerReport pane.

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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.

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13.Expand the Heightdrop-down menu.

14.

Select Centimeters.

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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.

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p


3. Expand the Web Menu Items node.

4.

Expand the URLs node.

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p


5. Click on the URLsnode. Tim can add the new URL from the AOT.

6.

Select New URL.

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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.

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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.

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11.Click the Save All button.

12.Click in the URLtextbox.

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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.

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15.Click the Save All button.

16.Close the Properties list.

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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.

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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.

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5. Click in the blank textbox.

6. Click in the blank Description field.

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7. Click in the blank Description field.

8. Click in the blank Role Center field.

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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.

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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.

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15.Select Karl.

16.Click OK.

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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.

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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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DYNAX2009 - Role Centers