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Add Pre-Defined Cues To Role Renters Within Dynamics AX

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Cues are great because they give you a snapshot view into your data and also are a good way to gauge how much work you have on your plate. Although they are super easy to create, Dynamics AX is …

Cues are great because they give you a snapshot view into your data and also are a good way to gauge how much work you have on your plate. Although they are super easy to create, Dynamics AX is delivered with 130+ pre-configured cues that you can add directly to your role centers making them even easier to configure.
There’s no point in re-inventing the wheel.

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  • 1. 1 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com MURRAY FIFE DYNAMICS AX 2012 TIPS & TRICKS ADDING PRE-DEFINED CUES TO YOUR ROLE CENTER
  • 2. © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com
  • 3. © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com ADDING PRE-DEFINED CUES TO YOUR ROLE CENTER BY MURRAY FIFE
  • 4. © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com Copyright© 2014 Murray Fife All RightsReserved
  • 5. © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com What You Need For This Guide All the examples shown in this blueprintwere done with the MicrosoftDynamics AX 2012 virtual machineimagethat was downloaded from the MicrosoftCustomerSource or PartnerSource site.If you don't have your own installation of MicrosoftDynamics AX 2012,you can also usethe images found on the MicrosoftLearningDownload Center or deployed through LifecycleServices. The followinglistof softwarefrom the virtual imagewas leveraged within this guide: • MicrosoftDynamics AX 2012 R3 Even though all thepreceding software was used duringthe development and testing of the recipes in this book, they may also work on earlier versionsof the software with minor tweaks and adjustments, and should also work on later versions withoutany changes. Errata Although we have taken every careto ensure the accuracy of our content, mistakes do happen. If you find a mistakein one of our books—maybe a mistake in the text or the code—we would be grateful if you would report this to us. By doingso, you can saveother readers from frustration and help us improve subsequent versions of this book. If you find any errata, please report them by emailing editor@dynamicsaxcompanions.com. Piracy Piracy of copyrightmaterial on the Internet is an ongoingproblem across all media. If you come across any illegal copies of our works,in any form, on the Internet, pleaseprovideus with the location address or websitename immediately so that we can pursuea remedy. Pleasecontactus at legal@dynamicsaxcompanions.com with a link to the suspected pirated material. We appreciateyour help in protecting our authors,and our ability to bringyou valuable content. Questions You can contact us at help@dynamicsaxcompanions.com if you arehavinga problem with any aspectof the book, and we will do our best to address it. Preface
  • 6. 6 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com
  • 7. 7 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com Adding Pre-defined Cues To Your Role Center Cuesare greatbecause theygive youasnapshotview intoyourdataandalsoare a goodway togauge how muchworkyou have onyour plate. Althoughtheyare super easyto create,DynamicsAXisdeliveredwith130+ pre-configuredcuesthatyoucan add directlytoyourrole centersmakingthemeveneasiertoconfigure. There’snopointinre-inventingthe wheel.
  • 8. 8 TIP & TRICKSFOR DYNAMICSAX 2012 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com Start off byopeningupyourRole Centerandconfiguringittohave a Cues(Activities) webpart. Thenclickon the Add Cue buttonbelowthe Cuescontrol. Adding Pre-defined Cues To Your Role Center
  • 9. 9 TIP & TRICKSFOR DYNAMICSAX 2012 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com Thiswill openupthe AddCuesdialogbox. Adding Pre-defined Cues To Your Role Center
  • 10. 10 TIP & TRICKSFOR DYNAMICSAX 2012 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com If you clickonthe Cue To Add dropdownlistthenyouwill seeall of the pre-defined cuesthat are justwaitingforyoutouse them. Adding Pre-defined Cues To Your Role Center
  • 11. 11 TIP & TRICKSFOR DYNAMICSAX 2012 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com Selectthe Cue thatyouwant toadd and thenclickthe OK button. Adding Pre-defined Cues To Your Role Center
  • 12. 12 TIP & TRICKSFOR DYNAMICSAX 2012 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com Now youwill have abrand new (toyou) cue on your Role Centerpage. How easyisthat? Adding Pre-defined Cues To Your Role Center
  • 13. 13 TIP & TRICKSFOR DYNAMICSAX 2012 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com
  • 14. 14 TIP & TRICKSFOR DYNAMICSAX 2012 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com
  • 15. 15 TIP & TRICKSFOR DYNAMICSAX 2012 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com The Tips & Tricksseriesisa compilationof all the cool thingsthatIhave foundthatyou can do withinDynamicsAX,andare alsothe basisformy Tips& Tricks presentations that I have beengivingforthe AXUG,andonline. Unfortunatelybookpage size restrictionsmeanthatIcan onlyfit50 tips& tricksper book,butI will create new volumeseverytimeIreachthe 50 Tip mark. To getall of the detailsonthisseries,thenhere isthe link: http://dynamicsaxcompanions.com/tipsandtricks Want More Tips & Tricks For Dynamics AX?
  • 16. 16 TIP & TRICKSFOR DYNAMICSAX 2012 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com
  • 17. 17 TIP & TRICKSFOR DYNAMICSAX 2012 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com Aftercreatinga numberof mywalkthroughsonSlideShareshowinghow toconfigure the differentareaswithinDynamicsAX,Ihada lotof requestsforthe original documentssothatpeople couldgetabetterview of manyof the screenshotsandalso have a easyreference astheyworkedthroughthe same processwithintheirown systems. Tomake themeasiertoaccess,I am inthe processof movingall of the contenttothe DynamicsAXCompanionswebsite toeasieraccess. If youare looking for detailsonhow toconfigure anduse DynamicsAX,thenthisisagreat place foryou to start. Here is the linkforthe site: http://dynamicsaxcompanions.com/ Need More Help With Dynamics AX?
  • 18. 18 TIP & TRICKSFOR DYNAMICSAX 2012 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com
  • 19. 19 TIP & TRICKSFOR DYNAMICSAX 2012 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com I am an author - I'm no Dan Brown but my books do contain a lot of secret codes and symbols thathelp guide you through the mysteries of Dynamics AX. I am a curator - gathering all of the information thatI can about Dynamics AX and filingitaway within the Dynamics AX Companions archives. I am a pitchman - I am forever extollingthe virtues of Dynamics AX to the unwashed masses convincingthem that itis the best ERP system in the world. I am a MicrosoftMVP - this is a bigdeal,there are less than 10 Dynamics AX MVP's in the US, and less than 30 worldwide. I am a programmer - I know enough to get around within code, although I leave the hard stuff to the experts so save you all frommy uncommented style. WEB www.murrayfife.me EMAIL murray@dynamicsaxcompanions.com TWITTER @murrayfife SKYPE murrayfife AMAZON www.amazon.com/author/murrayfife WEB www.dynamicsaxcompanions.com About Me

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