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Demo Script: DYNAX2009 - Role Centers

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 the
core parts of a Role Center and how
these can be used.

Click Here

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Demo Script: DYNAX2009 - Role Centers

Assigning Roles

Click Instructions

Presenter Script

1. Click the More button 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.

Click Here

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

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Demo Script: DYNAX2009 - Role Centers

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.

Click Here

Click Here

If I click on the Accounts Payable


Coordinator profile I can see the users
assigned.

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5. Switch to the Users tab.


Click Here

6. Click the View Role Center button.


Click Here

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 importing and
exporting the Role Centers.
This is a handy feature to move from a
test environment to a production
environment.
From here, we can also do some bulk
activities like assigning users.
You can see here we can also view the
Role Centers.

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Demo Script: DYNAX2009 - Role Centers

7. Close the Role Center window.


Click Here

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 Role
Centers 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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Demo Script: DYNAX2009 - Role Centers

8. Close the User Profiles dialog box.

Click Here

9. Click on the Users link.


Click Here

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I can also access the Users setup to


adjust what profiles users have
associated with them.

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Demo Script: DYNAX2009 - Role Centers

10. Select April.

You can see here this is the setup for


April, who is an AP coordinator.

11. Switch to the Profile tab.

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.

Click Here

13. Click anywhere.

Click Here

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Demo Script: DYNAX2009 - Role Centers

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 Web
Part.

Click Here

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 KPIs Web Part lets an
executive see the key performance
indicators that are calculated in the OLAP
cubes.
A user like Charlie can manage which KPIs
they see.

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Demo Script: DYNAX2009 - Role Centers

2. Expand the Company combo box.


Click Here

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 Company combo box.


Click Here

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4. Expand the Currency combo box.


Click Here

5. Collapse the Currency combo box.


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.

Click Here

You can also see that this is an indicator


from the General Ledger Cube.

7. Click the Cancel button.

Click Here

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Demo Script: DYNAX2009 - Role Centers

8. Click the Cancel button.

Click Here

9. Click anywhere.

Click Here

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Demo Script: DYNAX2009 - Role Centers

Reports

Click Here

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 Role
Centers that she has an Invoiced
purchase amount report.
This is a Microsoft SQL Server Report
displayed as a Web Part. Some reports
have drill-down capabilities.

2. Select Modify Shared Web Part.


Click Here

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 can
be 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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Demo Script: DYNAX2009 - Role Centers

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.

Click Here

6. Scroll down.

Click Here

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Demo Script: DYNAX2009 - Role Centers

7. Click OK.

Click Here

8. Click anywhere.

Inga can now see the data she was


interested in.

Click Here

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Demo Script: DYNAX2009 - Role Centers

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 list displays notifications form
Alerts, notifications from workflow and
activities from CRM and Projects. The
Work list is 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 list allows
actions to be taken directly from the list.

Click Here

2. Click the selected item in the Work


List pane.

Click Here

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3. Select Go to Expense Header.

Click Here

Click Here

4. Close the Expense Approval dialog


box.

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From the work list, you can drill into the


details to decide if you need to act
further.

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Demo Script: DYNAX2009 - Role Centers

5. Click on the header for the Work List


web part.

Click Here

6. Select Modify Shared Web Part.

Click Here

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7. Expand the View Type drop-down


menu.
Click Here

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 showing
Activities.

8. Collapse the View Type drop-down


menu.
Click Here

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Demo Script: DYNAX2009 - Role Centers

9. Click the Exit Edit Mode link.

Click Here

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Demo Script: DYNAX2009 - Role Centers

Cues

Click Here

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 Role
Center 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.


Click Here

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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.

Click Here

4. Select Cue 4.

Click Here

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Demo Script: DYNAX2009 - Role Centers

5. Expand the View combo box.

In this example, we will select Planned


Purchase Orders, which is Cue 4.

Click Here

6. Scroll down the list.

Click Here

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Demo Script: DYNAX2009 - Role Centers

7. Select Planned Purchase Orders.

Click Here

8. Expand the Threshold combo box.

Inga can specify the Threshold to limit


the number of items indicated by the
Cue.

Click Here

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Demo Script: DYNAX2009 - Role Centers

9. Select >=.

Click Here

10. Scroll down the Cues pane.

You can see the threshold is set to 10. It


could be set at any limit that is preferred
by the user.

Click Here

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Demo Script: DYNAX2009 - Role Centers

11. Click OK.

Click Here

12. Click on Planned Purchase Orders in


the Cues pane.

You can see the threshold indicator is


now displayed.

Click Here

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Demo Script: DYNAX2009 - Role Centers

13. Click in the filter textbox.

Now from the list, Inga can create her


own Cues.

14. Click the Go button to apply the filter.

First, she will filter the data to display


what 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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Demo Script: DYNAX2009 - Role Centers

15. Click on the Planned Purchase Orders


(Unsaved filter) menu.

Now she can save this filter as a Cue.

Click Here

16. Select Save As Cue.

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 see
it as well.

Click Here

18. Click in the Caption textbox.


Click Here

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19. Click OK.

Click Here

20. Click Home.

Click Here

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Demo Script: DYNAX2009 - Role Centers

Click Here

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

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Demo Script: DYNAX2009 - Role Centers

23. Expand the Select a Cue to Modify


drop-down menu.
Click Here

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

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25. Expand the View drop-down menu.

You can see that the View list now


includes the Cue she created.

Click Here

26. Scroll down the menu.

Click Here

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Demo Script: DYNAX2009 - Role Centers

27. Select Planned Orders for 1205.

Click Here

28. Scroll down the Cues pane.

Click Here

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Demo Script: DYNAX2009 - Role Centers

29. Click OK.

Click Here

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Links

Click Instructions

Presenter Script

1. Click the Vendors link.

Inga can set up her own shortcuts to


functions using the My Links Web Part.
As an example, if Inga needs to access
the list of vendors, which is something
she is responsible for maintaining, she
can click on the Vendors link.

Click Here

2. Click the Back button.


Click Here

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Demo Script: DYNAX2009 - Role Centers

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-down


menu.

Inga can add links to sites that are


accessible from either the Windows
client desktop, the Enterprise Portal, or
both.

Click Here

Inga can also add links to external sites


via a URL option.

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.

Click Here

6. Expand the Accounts payable node.

Click Here

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Demo Script: DYNAX2009 - Role Centers

7. Select Purchase Order Details.

Click Here

8. Click OK.

Click Here

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Demo Script: DYNAX2009 - Role Centers

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 Reports Web
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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Demo Script: DYNAX2009 - Role Centers

Creating a Page
Click Here

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 to
personalize 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.
Click Here

Created 6/18/2010

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 Name textbox.

Here, Tim can create a name for the Role


Center 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
Portal document library already created
for us.

Click Here

6. Select Enterprise Portal.

Click Here

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7. Click the Create button.

When Tim has finished, he can click the


Create button.

Click Here

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Demo Script: DYNAX2009 - Role Centers

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.

Click Here

4. Click the Add button.

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.

Click Here

4. Click the Add button.

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.

Click Here

6. Select Modify Shared Web Part.

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.

Click Here

8. Select Planned Purchase Orders.

Click Here

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9. Scroll down in the Cues pane.

Click Here

10. Click OK.

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.

Click Here

4. Click the Add button.

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.

Click Here

6. Select Modify Shared Web Part.

Click Here

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7. Expand the Report Name drop-down


menu.

Click Here

Click Here

8. Select Purchases in the Past Periods


Chart.

Created 6/18/2010

As you can see, Tim can select from an


extensive 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.

Click Here

10. Scroll down in the Report Server


Report pane.

Click Here

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11. Select the Yes radio button for


"Should the Web Part have a fixed
height?"

Tim can adjust the height to display the


chart properly.

Click Here

12. Click in the height textbox.

Click Here

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13. Expand the Height drop-down menu.

Click Here

14. Select Centimeters.

Click Here

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15. Click OK.

Click Here

16. Scroll up the page.

Click Here

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Tim can now see a preview of the page


displaying 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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17. Click the Exit Edit Mode link.


Click Here

18. Click anywhere.


Click Here

He can also adjust the spacing and layout


of the page at any time.
Now Tim can add the Role Center page to
the administration setup in Microsoft
Dynamics AX.

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Associations

Click Instructions

Presenter Script

1. Click anywhere.

Tim can use the Application Object Tree


to associate the page he just created to
the business application.

2. Expand the Web node.

This is done using a simple URL link.

Click Here

Click Here

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3. Expand the Web Menu Items node.

Click Here

4. Expand the URLs node.

Click Here

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5. Click on the URLs node.

Tim can add the new URL from the AOT.

Click Here

6. Select New URL.

Click Here

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7. Click on the URL1 node.

Adjusting the properties allows Tim to


associate the link and set this URL as a
HomePage.

Click Here

8. Select Properties.

Click Here

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9. Click in the Label textbox.


Click Here

Assigning a label lets us display a more


sensible friendly name (rather than the
technical name) to users.

10. Click in the Name textbox.


Click Here

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11. Click the Save All button.


Click Here

12. Click in the URL textbox.


Click Here

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13. Expand the HomePage combo box.

The page is designated as a Role Center


via the Home Page property.
Now that Tim has finished, he can do the
final setup to enable users to access the
page.

Click Here

14. Select Yes.

Click Here

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15. Click the Save All button.


Click Here

16. Close the Properties list.

Click Here

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Demo Script: DYNAX2009 - Role Centers

Click Here

17. Close the AOT dialog box.

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Profiles

Click Instructions

Presenter Script

1. Click the More button in the left


pane.

From the Administration Area page, Tim


can configure the user profiles.

Click Here

2. Select Administration.

Click Here

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3. Click on the User Profiles link.

Click Here

Click Here

4. Click the New button in the User


Profiles dialog box.

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From here, Tim can add the new profile


for the Materials Manager.

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5. Click in the blank textbox.


Click Here

6. Click in the blank Description field.


Click Here

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7. Click in the blank Description field.


Click Here

8. Click in the blank Role Center field.


Click Here

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9. Click in the blank Role Center field.


Click Here

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

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11. Select EPMaterialsMgrRoleCenter.

Click Here

12. Switch to the Users tab.


Click Here

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Tim can do this from the same setup


form.

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13. Click the Add User button.

Click Here

14. Expand the User ID drop-down menu.


Click Here

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Tim will add Karl so that Karl sees the


new Role Center as his default Role
Center.

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Demo Script: DYNAX2009 - Role Centers

15. Select Karl.

Click Here

16. Click OK.

Click Here

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17. End of demo.

Click Here

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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 a
new 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 you
might be evaluating.

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Conclusion

Click Instructions

Presenter Script

1.

For more information, contact your


Microsoft representative.

Click Here

2.
Click Here

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