Creatingcustomuserrolecenters 130311151953 Phpapp01

Dynamics AX | Role Centers | SharePoint
CREATING CUSTOM USER ROLE CENTERS
Dynamics AX comes pre-packaged 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,
etc. But what if you have unique roles within your organization that dont fit the standard
roles. Wouldnt it be nice to create your own?
In the following walk through we will show you how to do just that.
2013. All rights reserved.
Creating A New
Role Center
Template
The first step in the process is to create a new Role Center

Page Template.
To do that, open up the enterprise portal, and from the
Site Actions menu, click on the View All Site Content
menu item.
Creating A New
Role Center
Template
This will show you all of the site content. All of the Role
Center Templates are stored in the Enterprise Portal
document library. Click on that to open up the library.
Creating A New
Role Center
Template
If you browse through the files there you will be able to

find all of the Role Centers. They are easy to spot and all
begin with RoleCenter.
Creating A New
Role Center
Template
From the Documents tab on the ribbon bar click on the

New Document menu item to create a new template.
Creating A New
Role Center
Template
Give your Role Center Template a name. You can change

the layout of the template, but it is best just to use the
default.
Creating A New
Role Center
Template
After the new Role Center Template is created, you will be

taken into the edit mode for the page.
Creating A New
Role Center
Template
If you click on the Add a Web Part link on any of the

columns you will be taken into the web part catalog,
where you can select any of the standard web parts
delivered with SharePoint and also Dynamics AX.
Creating A New
Role Center
Template
In this case we added the Cues control to the page.

Creating A New
Role Center
Template
You can continue adding Web Parts until you are satisfied
with the template. Then click the Stop Editing button on
the ribbon bar.
Creating A New
Role Center
Template
This will take you back to the view mode and you are done
with the template creation.
Creating A New
Web Menu
The next step is to create a menu item for the Role Center
within AOT. To do this you can go directly into the AOT
tree and inter the Web Web Menu Items URLs node.
Creating A New
Web Menu
A better thing to do though is to create a new

development project for the menu item.
Creating A New
Web Menu
So to start off, create a new project.

Creating A New
Web Menu
And give it a more appropriate name.

Creating A New
Web Menu
And then open up the project.

Creating A New
Web Menu
Within the project, add a new URL object from the Web
group.
Creating A New
Web Menu
Now we need to configure the URL menu.

Creating A New
Web Menu
Give the object a Name, Label, and Help Text.

Within the URL field, type in the relative path for the Role
Center that you created. It will probably be:
/Enterprise Portal/RoleCenterName.aspx
Creating A New
Web Menu
Also, make sure that you set the HomePage field to Yes.
Creating A New
Profile
Now we need to create a new User Profile. From the

System Administration menu click on the User profile
menu item in the Common area in the Users group.
Creating A New
Profile
This will open up a list of all the User profiles in the

system. Click on the New button to create a new record.
Creating A New
Profile
You can give your new profile a name and from the drop
down box on the Role Center field, you should be able to
find the new Role Center menu that you just created.
Assigning Users To
A Profile
If you click on the Users tab, you will be able to see the
users that are assigned to the roles. In this case it will be
blank. Click on the Add user button.
Assigning Users To
A Profile
Now you can select the users that you want to assign to
the role.
Assigning Users To
A Profile
Now you are done.

How It Works
The next time your user logs in, their Role Center will be
the new template that you created.
How It Works
And your user is able to personalize their own custom role

center.
Very cool.
About
Murray Fife

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Dynamics AX | Role Centers | SharePoint

CREATING CUSTOM USER ROLE CENTERS

2013. All rights reserved.

The first step in the process is to create a new Role Center

If you browse through the files there you will be able to

From the Documents tab on the ribbon bar click on the

Give your Role Center Template a name. You can change

After the new Role Center Template is created, you will be

If you click on the Add a Web Part link on any of the

In this case we added the Cues control to the page.

A better thing to do though is to create a new

So to start off, create a new project.

And give it a more appropriate name.

And then open up the project.

Now we need to configure the URL menu.

Give the object a Name, Label, and Help Text.

Now we need to create a new User Profile. From the

This will open up a list of all the User profiles in the

Now you are done.

And your user is able to personalize their own custom role

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