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Create Composite Menus That Combine Functions From Multiple Areas Within Dynamics AX

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As you use Dynamics AX more and more, you will find that you are sometimes using some functions from one area of the system, and then other features from another area in order to complete a task. …

As you use Dynamics AX more and more, you will find that you are sometimes using some functions from one area of the system, and then other features from another area in order to complete a task. Although everything is in the logical place, you may want to have a way to access everything at once from one menu. That’s not a problem though, you can easily create your own menu groups that meld multiple areas into one single location to make it easier to find everything that you want.
And you don’t even have to wait for lightening in order to make it come alive.

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  • 1. 1 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com MURRAY FIFE DYNAMICS AX 2012 TIPS & TRICKS CREATE COMPOSITE MENUS THAT COMBINE FUNCTIONS FROM MULTIPLE AREAS
  • 2. © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com
  • 3. © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com CREATE COMPOSITE MENUS THAT COMBINE FUNCTIONS FROM MULTIPLE AREAS 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 Create Composite Menus That Combine Functions From Multiple Areas Asyou use DynamicsAXmore and more,youwill findthatyouare sometimesusing some functionsfromone areaof the system,andthenotherfeaturesfromanother area inorderto complete atask. Althougheverythingisinthe logical place,youmay wantto have a way to accesseverythingatonce fromone menu. That’snota problem though,youcan easilycreate yourownmenugroupsthatmeldmultipleareasintoone single locationtomake iteasiertofindeverythingthatyouwant. Andyoudon’tevenhave towaitfor lighteninginordertomake itcome alive.
  • 8. 8 TIP & TRICKSFOR DYNAMICSAX 2012 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com In thisexamplewe wanttocreate a menuthat isjoinstwoareasintoa single menu. The firstis the Service Managementmenu. Create Composite Menus That Combine Functions From Multiple Areas
  • 9. 9 TIP & TRICKSFOR DYNAMICSAX 2012 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com Andthe secondisthe Project Managementand Accounting menu. Create Composite Menus That Combine Functions From Multiple Areas
  • 10. 10 TIP & TRICKSFOR DYNAMICSAX 2012 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com To start off,openupAOT and expandthe Menusnode inthe tree. Create Composite Menus That Combine Functions From Multiple Areas
  • 11. 11 TIP & TRICKSFOR DYNAMICSAX 2012 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com Right-mouse-clickonthe Menusnode andselectthe NewMenumenuitem. Create Composite Menus That Combine Functions From Multiple Areas
  • 12. 12 TIP & TRICKSFOR DYNAMICSAX 2012 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com Thiswill create anew Menufor you. Create Composite Menus That Combine Functions From Multiple Areas
  • 13. 13 TIP & TRICKSFOR DYNAMICSAX 2012 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com In the Propertiespanel,assignthe menuaName andalsoa Label. Create Composite Menus That Combine Functions From Multiple Areas
  • 14. 14 TIP & TRICKSFOR DYNAMICSAX 2012 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com To make thismenulooklike the otheroneswe will assignitanicon. Todo this,change the ImageLocation fieldtoEmbeddedResource sothatwe can use the existingicons withinthe system. Create Composite Menus That Combine Functions From Multiple Areas
  • 15. 15 TIP & TRICKSFOR DYNAMICSAX 2012 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com Thenselectthe NormalImage fieldandclickonthe … iconto the right of the field. Create Composite Menus That Combine Functions From Multiple Areas
  • 16. 16 TIP & TRICKSFOR DYNAMICSAX 2012 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com Thiswill openupthe EmbeddedResourcesbrowserandyoucan scroll throughtofind the iconthat youwant touse and thenjustcopythe resource idintothe NormalImage propertyfield. Create Composite Menus That Combine Functions From Multiple Areas
  • 17. 17 TIP & TRICKSFOR DYNAMICSAX 2012 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com Also,change the SetCompanyfieldtoYes. Create Composite Menus That Combine Functions From Multiple Areas
  • 18. 18 TIP & TRICKSFOR DYNAMICSAX 2012 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com Now we wantto add our new menutothe mainmenu. To do thisscroll downwithin the Menugroup andexpandthe MainMenumenu. Create Composite Menus That Combine Functions From Multiple Areas
  • 19. 19 TIP & TRICKSFOR DYNAMICSAX 2012 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com Right-mouse-clickonthe MainMenunode andselectthe Newandthenthe Menu Reference menuitem. Create Composite Menus That Combine Functions From Multiple Areas
  • 20. 20 TIP & TRICKSFOR DYNAMICSAX 2012 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com Thiswill openupa SelectMenuspanel. Create Composite Menus That Combine Functions From Multiple Areas
  • 21. 21 TIP & TRICKSFOR DYNAMICSAX 2012 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com All youneedtodo isdrag the new menuthatyou justcreatedovertothe MainMenu. Create Composite Menus That Combine Functions From Multiple Areas
  • 22. 22 TIP & TRICKSFOR DYNAMICSAX 2012 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com The menuwill be addedtothe bottomof the menu. To rearrange it,justselectthe menureference andthenuse the ALT+UPARROW to move the menuupinthe list. Create Composite Menus That Combine Functions From Multiple Areas
  • 23. 23 TIP & TRICKSFOR DYNAMICSAX 2012 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com Thenclose downthe SelectMenupane. Create Composite Menus That Combine Functions From Multiple Areas
  • 24. 24 TIP & TRICKSFOR DYNAMICSAX 2012 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com Nextwe wantto addthe sub-menustoourmenu. To dothis,right=mouse-clickonthe new menuthatyoucreatedand selectthe OpenNewWindowmenuitem. Create Composite Menus That Combine Functions From Multiple Areas
  • 25. 25 TIP & TRICKSFOR DYNAMICSAX 2012 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com Thiswill create anew window withjustthatmenuititand youcan thentile the windowssothatyousee the original AOTexplorer,andthenthe menuthatyouare creating. Create Composite Menus That Combine Functions From Multiple Areas
  • 26. 26 TIP & TRICKSFOR DYNAMICSAX 2012 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com Expandoutthe menuthat youwantto copy the menuitemsfrom,andthenwhile holdingdownthe CTRLkey(so thatyou copyand notmove) dragthe sub-menuthat youwant withinthe new menuoverintothe mew menu’swindow. Create Composite Menus That Combine Functions From Multiple Areas
  • 27. 27 TIP & TRICKSFOR DYNAMICSAX 2012 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com In thiscase I don’twantall of the sub-folderswithinthatgroup,sojustdelete all of the onesthatare not necessary. Thisiseasierthancopyingthe menuitemsone byone. Create Composite Menus That Combine Functions From Multiple Areas
  • 28. 28 TIP & TRICKSFOR DYNAMICSAX 2012 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com Afteryouhave deletedall of the itemsthatyoudon’tneedthenyourmenushould looka little simpler. Create Composite Menus That Combine Functions From Multiple Areas
  • 29. 29 TIP & TRICKSFOR DYNAMICSAX 2012 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com Repeatthe processforall of the othersub-foldersof the menu. Create Composite Menus That Combine Functions From Multiple Areas
  • 30. 30 TIP & TRICKSFOR DYNAMICSAX 2012 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com Now expandoutthe secondmenuthatyouwantto combine togetherwiththe first one and repeatthe process. Create Composite Menus That Combine Functions From Multiple Areas
  • 31. 31 TIP & TRICKSFOR DYNAMICSAX 2012 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com Aftera few minutesyoushouldhave anew composite menu. Afterrearrangingthe mainmenugroups,justsave the menubypressingCTRL+S. Create Composite Menus That Combine Functions From Multiple Areas
  • 32. 32 TIP & TRICKSFOR DYNAMICSAX 2012 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com The nexttime thatyoulog intoDynamicsAXyouwill now see yournew menu. Create Composite Menus That Combine Functions From Multiple Areas
  • 33. 33 TIP & TRICKSFOR DYNAMICSAX 2012 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com Andwhenyouopenupthe menuyouwill see all of the menuitemsthatyouwantand justthe menuitemsthatyouwant. Now I have a Contracts Managementmenuitem. Create Composite Menus That Combine Functions From Multiple Areas
  • 34. 34 TIP & TRICKSFOR DYNAMICSAX 2012 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com
  • 35. 35 TIP & TRICKSFOR DYNAMICSAX 2012 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com The Tips & Tricks series isa compilation of all thecool things that I have found that you can do within Dynamics AX, and are also the basisfor my Tips & Tricks presentations thatI have been givingfor the AXUG, and online. Unfortunately book page sizerestrictions mean that I can only fit50 tips & tricks per book, but I will createnew volumes every time I reach the 50 Tip mark. If you want to view all of the compilations then here are the links. 50 Tips & Tricks For Dynamics AX 2012 http://www.amazon.com/dp/1495487776/ Another 50 Tips & Tricks for Dynamics AX http://www.amazon.com/dp/1497383412/ Want More Tips & Tricks
  • 36. 36 TIP & TRICKSFOR DYNAMICSAX 2012 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com
  • 37. 37 TIP & TRICKSFOR DYNAMICSAX 2012 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com Murray Fife is a MicrosoftDynamics AX MVP, and Author with over 20 years of experience in the software industry. Like most people in this industry he has paid his dues as a developer, an implementation consultant,a trainer,and now spend most of his days workingwith companies solvingtheir problems with the Microsoftsuiteof products,specializingin the Dynamics® AX solutions. EMAIL murray@dynamicsaxcompanions.com TWITTER @murrayfife SKYPE murrayfife AMAZON www.amazon.com/author/murrayfife WEB www.dynamicsaxcompanions.com About the Author