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Accessing Dynamics AX 2012 Records Through Hyperlinks

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Dynamics has a feature that allows forms to be opened through a dynamics:// url. This is a very cool feature because it allows you to send e-mails, or create reports that have links embedded in them …

Dynamics has a feature that allows forms to be opened through a dynamics:// url. This is a very cool feature because it allows you to send e-mails, or create reports that have links embedded in them that will then open up the ERP application.

In this example we will take a look at this feature and show how you can use this technique to open up forms through hyperlinks, extending the use of Dynamics AX outside of the 4 borders of the application.

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  • 1. Dynamics AX | IntegrationACCESSING DYNAMICS AX RECORDSTHROUGH HYPERLINKS Dynamics has a feature that allows forms to be opened through a dynamics:// url. This is a very cool feature because it allows you to send e-mails, or create reports that have links embedded in them that will then open up the ERP application. In this example we will take a look at this feature and show how you can use this technique to open up forms through hyperlinks, extending the use of Dynamics AX outside of the 4 borders of the application. © 2012. All rights reserved.
  • 2. Deconstructing AXHyperlinksThe first thing that we will do is look at the way that thehyperlink works. The easiest way to see this is throughthe alerts that get sent to the users e-mails. © 2012. All rights reserved.
  • 3. Deconstructing AXHyperlinksWhen we find a link, we can just copy the URL… © 2012. All rights reserved.
  • 4. Deconstructing AXHyperlinksAnd paste it into a shortcut. © 2012. All rights reserved.
  • 5. Deconstructing AXHyperlinksWhen we click on the link, it opens up the ReleasedProduct form. © 2012. All rights reserved.
  • 6. Deconstructing AXHyperlinksThe URL has a DrillDown_103 qualifier. The 103references a link in the EventInbox table. The EventInboxcontains the information about the type of table this islinking to, and also the record ID, and is created whenworkflows are initiated, and when alerts are created tolink back to the original source data.Unfortunately there is no generic call through the DrillDown that will allow us to call to the tables and open upany record. So we need to create our own event inboxdata. © 2012. All rights reserved.
  • 7. Creating DrillThrough MetadataThe easiest way to do this is to just create an alert of therecords. © 2012. All rights reserved.
  • 8. Creating DrillThrough MetadataIn this case I am creating an alert on the ReleasedProducts table. © 2012. All rights reserved.
  • 9. Creating DrillThrough MetadataWhen I make a change to the data… © 2012. All rights reserved.
  • 10. Creating DrillThrough MetadataIt creates n EventInbox record that I can reference in ashortcut… © 2012. All rights reserved.
  • 11. Creating DrillThrough URL LinksAll we need to do is change the DrillDown reference. © 2012. All rights reserved.
  • 12. Creating DrillThrough URL LinksAnd the link will open up the app. © 2012. All rights reserved.
  • 13. Creating Fancy DrillThrough URL LinksIf we take this one step further, then we can create aPowerPoint presentation, and add a hyperlink… © 2012. All rights reserved.
  • 14. Creating Fancy DrillThrough URL LinksWe can use the DrillDown function here as well. © 2012. All rights reserved.
  • 15. Creating Fancy DrillThrough URL LinksNow when we run the PowerPoint, and click on the tile… © 2012. All rights reserved.
  • 16. Creating Fancy DrillThrough URL LinksIt will go straight to the screen that we want.Very cool. © 2012. All rights reserved.
  • 17. AboutMurray Fife

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