- Microsoft Dynamics AX 2012 R2 Administration Cookbook
- Table of Contents
- Microsoft Dynamics AX 2012 R2 Administration Cookbook
- Credits
- About the Author
- About the Reviewers
- www.PacktPub.com
- Preface
- 1. Managing Users in AX 2012
- Introduction
- Creating a new Dynamics AX user
- Creating a Claims (flexible authentication) user
- Importing users from the Active Directory
- Understanding the user request workflow
- Defining user relations and basic roles in human resources
- Assigning roles to users
- Assigning profiles to users
- Managing users by PowerShell commands
- User groups, what happened?
- 2. Working with Licensing in AX 2012
- 3. Model Management
- 4. Setting Up and Managing the Application Object Server
- 5. System Monitoring
- 6. Setting Up and Managing E-mails and Batch Processing
- 7. Setting Up and Managing Alerts
- 8. Setting Up and Managing Legal Entities and Partitions
- 9. Setting Up and Managing Workflow
- 10. Setting Up and Managing Security
- Introduction
- Manually assigning users to roles
- Dynamically assigning users to roles
- Creating a model for security
- Creating a new security role
- Adding duties and privileges to a role
- Overriding role permissions
- Setting up record-level security
- Maintaining date-effective policies
- Segregation of duties and mitigating risk
- 11. Setting Up and Managing Reports and BI
- 12. Setting Up and Managing the Application Integration Framework
- 13. General Performance-related Tasks
- Introduction
- Cleaning up the general ledger data
- Cleaning up the procurement and sourcing data
- Cleaning up the sales and marketing data
- Cleaning up the inventory and warehouse management data
- Cleaning up the old calendar dates
- Cleaning up notifications
- Reindexing tables or the whole database
- Compressing the database tables
- Synchronizing the database
- Truncating a table
- Running a consistency check
- Optimizing the model store
- A. Further Reading
- Index
Although in a designed solution, the Cues that should be available to a role will be placed in appropriate Cue groups, we may decide that we want our own personal Cue added to the role center.
A Cue definition (Orders due) was created for this purpose earlier in this chapter and we will add this to our home page in this task.
No specific requirements are needed for this, as this is designed to be done by an end user; their permission should be sufficient if they can see the Cue web part.
To add a Cue, please follow these steps:
- Navigate to Home.
- In the Cue web part, click on Add Cue.
- Select the Orders due Cue from the list and click on OK.
- The Cue will be added, and the data will be presented; clicking on Cue will take you to the Sales order list page, filtered to the Orders due filter.
By adding a Cue to the Cue group, we modify our personal view of this Cue group; this is stored in our usage data.
Each time we open the home page in the client, or via the enterprise portal, the web part will load the now customized version of the Cue web part.
If usage data is reset, we will lose this Cue from the Cue group; it will be reset to the Cue group definition in the AOT.
You can also edit the Cues in the web part by performing the following steps:
- This is done by clicking on Manage Cues.
- To edit the Cue definition, select Cue and click on the pen icon.
- To reorder the Cues, select Cue and click the up or down icons.
- To remove a Cue, select Cue and click on the X icon.
Here you find similar options under order that we created in Cue earlier. Once complete, click on OK.
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